Ally Financial Inc.
Detroit MI · SEC CIK 0000040729
$7.75亿2026Q2 申报市值
131持仓数
44.1%前十大占比 · 第一大 10.1%
17 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RSP 加仓+$5,063.93万
VEA 新建仓+$1,318.12万
XLU 新建仓+$1,006.55万
MA 加仓+$590.64万
TSLA 新建仓+$546.78万
2026Q2 卖出最多 按季末市值估算
SPY 清仓-$9,560.00万
QQQ 清仓-$2,481.87万
GOOG 减仓-$1,554.65万
AMZN 减仓-$1,096.36万
ORCL 清仓-$1,007.70万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNP | Union Pacific Corp | $163.20万 | 0.21% | 6,000 | -10,500 | -63.6% | -$285.60万 | 减仓 |
| STZ | Constellation Brands Inc | $159.95万 | 0.21% | 11,500 | 0 | 0.0% | — | 不变 |
| NOW | Servicenow Inc | $158.85万 | 0.20% | 16,000 | 4,000 | 33.3% | $39.71万 | 加仓 |
| AWK | American Water Works Co Inc | $157.90万 | 0.20% | 12,000 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange Inc | $147.73万 | 0.19% | 12,000 | 12,000 | — | $147.73万 | 新建仓 |
| LHX | L3harris Technologies Inc | $145.29万 | 0.19% | 5,000 | 5,000 | — | $145.29万 | 新建仓 |
| CMG | Chipotle Mexican Grill Inc | $142.80万 | 0.18% | 42,000 | 10,000 | 31.2% | $34.00万 | 加仓 |
| — | Avalonbay Communities Inc | $132.08万 | 0.17% | 7,000 | 2,000 | 40.0% | $37.74万 | 加仓 |
| INTU | Intuit Inc | $130.50万 | 0.17% | 5,000 | 2,000 | 66.7% | $52.20万 | 加仓 |
| DASH | Doordash Inc | $129.17万 | 0.17% | 7,000 | 7,000 | — | $129.17万 | 新建仓 |
| DE | Deere & Co | $126.87万 | 0.16% | 2,000 | 2,000 | — | $126.87万 | 新建仓 |
| BIDU | Baidu Inc | $125.72万 | 0.16% | 11,000 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $114.52万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| MMM | 3m Co | $113.34万 | 0.15% | 7,000 | 0 | 0.0% | — | 不变 |
| ZS | Zscaler Inc | $112.92万 | 0.15% | 8,000 | 8,000 | — | $112.92万 | 新建仓 |
| KMB | Kimberly-clark Corp | $109.77万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| IQV | Iqvia Holdings Inc | $106.27万 | 0.14% | 5,500 | 0 | 0.0% | — | 不变 |
| LIN | Linde Plc | $103.79万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| AON | Aon Plc | $99.51万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Inc | $98.45万 | 0.13% | 13,000 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $96.44万 | 0.12% | 12,500 | 0 | 0.0% | — | 不变 |
| VST | Vistra Corp | $95.18万 | 0.12% | 6,000 | 6,000 | — | $95.18万 | 新建仓 |
| WM | Waste Management Inc | $89.15万 | 0.12% | 4,000 | -3,500 | -46.7% | -$78.01万 | 重新持有 |
| DG | Dollar General Corp | $80.58万 | 0.10% | 7,000 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $79.05万 | 0.10% | 11,000 | 0 | 0.0% | — | 不变 |
| HON | Honeywell International Inc | $78.36万 | 0.10% | 3,500 | -3,500 | -50.0% | -$78.36万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $77.38万 | 0.10% | 3,500 | 3,500 | — | $77.38万 | 新建仓 |
| UAA | Under Armour Inc | $63.90万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| — | Volkswagen Ag | $48.90万 | 0.06% | 60,000 | 0 | 0.0% | — | 不变 |
| NOV | Nov Inc | $46.38万 | 0.06% | 25,000 | 0 | 0.0% | — | 不变 |
| VSNT | Versant Media Group Inc | $32.16万 | 0.04% | 8,930 | 0 | 0.0% | — | 不变 |
| SPY | State Street Spdr S&p 500 Etf Trust | $0 | 0.00% | 0 | -147,000 | -100.0% | -$9,560.00万 | 清仓 |
| QQQ | Invesco Qqq Trust Series 1 | $0 | 0.00% | 0 | -43,000 | -100.0% | -$2,481.87万 | 清仓 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -68,500 | -100.0% | -$1,007.70万 | 清仓 |
| JPM | Jpmorgan Chase & Co | $0 | 0.00% | 0 | -33,000 | -100.0% | -$970.73万 | 清仓 |
| TGT | Target Corp | $0 | 0.00% | 0 | -48,000 | -100.0% | -$581.76万 | 清仓 |
| ABBV | Abbvie Inc | $0 | 0.00% | 0 | -18,000 | -100.0% | -$391.48万 | 清仓 |
| HUM | Humana Inc | $0 | 0.00% | 0 | -16,000 | -100.0% | -$277.42万 | 清仓 |
| MRVL | Marvell Technology Inc | $0 | 0.00% | 0 | -20,000 | -100.0% | -$198.10万 | 清仓 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | -15,000 | -100.0% | -$193.17万 | 清仓 |
| DAL | Delta Air Lines Inc | $0 | 0.00% | 0 | -25,000 | -100.0% | -$166.20万 | 清仓 |
| AAL | American Airlines Group Inc | $0 | 0.00% | 0 | -130,000 | -100.0% | -$139.62万 | 清仓 |
| MCHP | Microchip Technology Inc | $0 | 0.00% | 0 | -19,000 | -100.0% | -$122.76万 | 清仓 |
| WAT | Waters Corp | $0 | 0.00% | 0 | -3,518 | -100.0% | -$104.77万 | 清仓 |
| MS | Morgan Stanley | $0 | 0.00% | 0 | -6,000 | -100.0% | -$98.74万 | 清仓 |