&PARTNERS
NASHVILLE TN · SEC CIK 0000107136
$243.65亿2026Q2 申报市值
2,508持仓数
21.5%前十大占比 · 第一大 3.5%
190 / 88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
NVDA 加仓+$6,913.66万
IVV 加仓+$6,395.76万
AAPL 加仓+$5,578.27万
IJH 加仓+$4,313.11万
VEA 加仓+$4,240.90万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$2,094.22万
MISL 减仓-$1,418.77万
PG 减仓-$1,395.93万
XLF 减仓-$1,386.83万
FXN 减仓-$1,288.43万
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 |
|---|---|---|---|---|---|---|---|---|
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -221,126 | -100.0% | -$918.56万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -246,980 | -100.0% | -$774.04万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -148,376 | -100.0% | -$747.24万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -108,749 | -100.0% | -$381.34万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -33,026 | -100.0% | -$84.60万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -31,388 | -100.0% | -$82.43万 | 清仓 |
| SBR | SABINE RTY TR | $0 | 0.00% | 0 | -8,171 | -100.0% | -$58.53万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -11,923 | -100.0% | -$50.14万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -12,153 | -100.0% | -$47.60万 | 清仓 |
| FBP | FIRST BANCORP CORPORATION | $0 | 0.00% | 0 | -20,646 | -100.0% | -$44.10万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -7,661 | -100.0% | -$41.31万 | 清仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,704 | -100.0% | -$39.10万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -9,649 | -100.0% | -$37.35万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -7,158 | -100.0% | -$36.03万 | 清仓 |
| MUST | COLUMBIA ETF TR I | $0 | 0.00% | 0 | -15,710 | -100.0% | -$32.22万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -9,274 | -100.0% | -$31.67万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -5,078 | -100.0% | -$30.12万 | 清仓 |
| XSW | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,121 | -100.0% | -$30.11万 | 清仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -8,329 | -100.0% | -$30.10万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -3,120 | -100.0% | -$29.72万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -3,983 | -100.0% | -$29.63万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -8,836 | -100.0% | -$29.35万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -1,778 | -100.0% | -$29.16万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,255 | -100.0% | -$28.92万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -807 | -100.0% | -$28.24万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,858 | -100.0% | -$27.19万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -15,654 | -100.0% | -$26.96万 | 清仓 |
| HYBB | ISHARES TR | $0 | 0.00% | 0 | -5,502 | -100.0% | -$25.58万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -170,000 | -100.0% | -$25.28万 | 清仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,892 | -100.0% | -$24.95万 | 清仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $0 | 0.00% | 0 | -7,325 | -100.0% | -$24.65万 | 清仓 |
| MOV | MOVADO GROUP INC | $0 | 0.00% | 0 | -9,914 | -100.0% | -$24.21万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -6,600 | -100.0% | -$24.06万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -5,169 | -100.0% | -$24.05万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -8,611 | -100.0% | -$24.04万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -4,990 | -100.0% | -$23.64万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,428 | -100.0% | -$23.31万 | 清仓 |
| ILTB | ISHARES TR | $0 | 0.00% | 0 | -4,599 | -100.0% | -$22.53万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -3,597 | -100.0% | -$22.46万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -4,982 | -100.0% | -$22.16万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,723 | -100.0% | -$22.10万 | 清仓 |
| VFQY | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -1,473 | -100.0% | -$21.98万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -14,419 | -100.0% | -$21.60万 | 清仓 |
| BWX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,837 | -100.0% | -$21.59万 | 清仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $0 | 0.00% | 0 | -4,813 | -100.0% | -$21.58万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -8,451 | -100.0% | -$21.55万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -4,044 | -100.0% | -$21.30万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -3,608 | -100.0% | -$21.18万 | 清仓 |
| NMFC | NEW MTN FIN CORP | $0 | 0.00% | 0 | -27,231 | -100.0% | -$21.13万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -11,254 | -100.0% | -$21.02万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,740 | -100.0% | -$20.71万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -1,854 | -100.0% | -$20.64万 | 清仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,179 | -100.0% | -$20.64万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -261 | -100.0% | -$20.63万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -3,978 | -100.0% | -$20.63万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -6,126 | -100.0% | -$20.56万 | 清仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $0 | 0.00% | 0 | -13,574 | -100.0% | -$19.48万 | 清仓 |
| — | JAZZ INVESTMENTS I LTD | $0 | 0.00% | 0 | -141,000 | -100.0% | -$17.10万 | 清仓 |
| LTBR | LIGHTBRIDGE CORP | $0 | 0.00% | 0 | -14,848 | -100.0% | -$15.83万 | 清仓 |
| — | VALENS SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -133,760 | -100.0% | -$15.11万 | 清仓 |
| — | FIRSTENERGY CORP | $0 | 0.00% | 0 | -135,000 | -100.0% | -$14.73万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -10,432 | -100.0% | -$14.52万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -144,000 | -100.0% | -$14.37万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -11,313 | -100.0% | -$13.94万 | 清仓 |
| — | EATON VANCE SR FLTNG RTE TR | $0 | 0.00% | 0 | -13,075 | -100.0% | -$13.78万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -10,247 | -100.0% | -$13.71万 | 清仓 |
| — | NUVEEN MUN INCOME FD INC | $0 | 0.00% | 0 | -12,775 | -100.0% | -$13.35万 | 清仓 |
| — | GALECTIN THERAPEUTICS INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$11.44万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -10,279 | -100.0% | -$11.04万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -12,835 | -100.0% | -$10.77万 | 清仓 |
| — | KAMADA LTD | $0 | 0.00% | 0 | -11,781 | -100.0% | -$9.83万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -10,603 | -100.0% | -$9.42万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -10,892 | -100.0% | -$8.75万 | 清仓 |
| — | SERVICE PPTYS TR | $0 | 0.00% | 0 | -53,052 | -100.0% | -$7.19万 | 清仓 |
| — | REDFIN CORP | $0 | 0.00% | 0 | -28,000 | -100.0% | -$2.67万 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -21,000 | -100.0% | -$2.31万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$2.02万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.95万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.74万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.68万 | 清仓 |
| — | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.59万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.55万 | 清仓 |
| — | BLOCK INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.20万 | 清仓 |
| — | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.12万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$9,768 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -267,240 | -100.0% | -$1,871 | 清仓 |
| — | BLACKROCK UTILS INFRASTRUCTU | $0 | 0.00% | 0 | -34,932 | -100.0% | -$279 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $527 | 0.00% | 35,343 | 35,343 | — | $527 | 新建仓 |
| — | HERON THERAPEUTICS INC | $1.01万 | 0.00% | 23,632 | 705 | 3.1% | $301 | 加仓 |
| — | WINNEBAGO INDS INC | $1.02万 | 0.00% | 11,000 | -5,000 | -31.2% | -$4,638 | 减仓 |
| — | FRANKLIN STR PPTYS CORP | $1.29万 | 0.00% | 25,000 | -5,405 | -17.8% | -$2,784 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1.75万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.14万 | 0.00% | 23,000 | 10,000 | 76.9% | $9,325 | 加仓 |
| — | BLOCK INC | $2.18万 | 0.00% | 23,000 | 9,000 | 64.3% | $8,528 | 加仓 |
| EVRG | EVERGY INC | $2.99万 | 0.00% | 21,000 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $3.02万 | 0.00% | 10,073 | -1,276 | -11.2% | -$3,828 | 减仓 |
| CVSA | COVISTA INC | $3.12万 | 0.00% | 250 | 250 | — | $3.12万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $3.12万 | 0.00% | 15,000 | 5,000 | 50.0% | $1.04万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3.30万 | 0.00% | 33,000 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $3.49万 | 0.00% | 13,475 | 0 | 0.0% | — | 不变 |