&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 |
|---|---|---|---|---|---|---|---|---|
| — | ELICIO THERAPEUTICS INC | $3.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.92万 | 0.00% | 10,187 | 10,187 | — | $3.92万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $4.21万 | 0.00% | 10,830 | 10,830 | — | $4.21万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.61万 | 0.00% | 11,075 | 11,075 | — | $4.61万 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $4.63万 | 0.00% | 13,123 | -1,600 | -10.9% | -$5,648 | 减仓 |
| — | OFS CAP CORP | $4.78万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $4.79万 | 0.00% | 21,295 | 6,596 | 44.9% | $1.48万 | 加仓 |
| CABA | CABALETTA BIO INC | $5.04万 | 0.00% | 16,200 | 16,200 | — | $5.04万 | 新建仓 |
| GSM | FERROGLOBE PLC | $5.06万 | 0.00% | 15,911 | -4,452 | -21.9% | -$1.42万 | 减仓 |
| — | CARIBOU BIOSCIENCES INC | $5.72万 | 0.00% | 32,505 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $5.76万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $5.87万 | 0.00% | 16,000 | -7,164 | -30.9% | -$2.63万 | 减仓 |
| — | LENSAR INC | $6.03万 | 0.00% | 10,554 | 515 | 5.1% | $2,941 | 加仓 |
| SABR | SABRE CORP | $6.68万 | 0.00% | 31,947 | 747 | 2.4% | $1,561 | 加仓 |
| NTNX | NUTANIX INC | $7.08万 | 0.00% | 72,000 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $7.64万 | 0.00% | 11,689 | 11,689 | — | $7.64万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $7.70万 | 0.00% | 18,107 | 3,876 | 27.2% | $1.65万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.80万 | 0.00% | 15,109 | -27,642 | -64.7% | -$14.26万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $7.85万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VARONIS SYS INC | $7.93万 | 0.00% | 82,000 | -1,000 | -1.2% | -$968 | 减仓 |
| — | HAEMONETICS CORP MASS | $7.99万 | 0.00% | 79,000 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $8.19万 | 0.00% | 10,635 | -395 | -3.6% | -$3,042 | 减仓 |
| WU | WESTERN UN CO | $8.34万 | 0.00% | 10,836 | -42,279 | -79.6% | -$32.55万 | 重新持有 |
| — | WESTERN ASSET HIGH INCOME OP | $8.47万 | 0.00% | 23,258 | 2,693 | 13.1% | $9,803 | 加仓 |
| — | MASTECH HLDGS INC | $8.57万 | 0.00% | 11,089 | 183 | 1.7% | $1,415 | 加仓 |
| AUR | AURORA INNOVATION INC | $8.58万 | 0.00% | 12,577 | 12,577 | — | $8.58万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $8.71万 | 0.00% | 19,791 | 1,404 | 7.6% | $6,178 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $8.73万 | 0.00% | 24,870 | -20,053 | -44.6% | -$7.04万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $8.89万 | 0.00% | 13,472 | 1,681 | 14.3% | $1.11万 | 加仓 |
| PTLO | PORTILLOS INC | $8.93万 | 0.00% | 18,847 | 265 | 1.4% | $1,256 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $9.58万 | 0.00% | 19,074 | 19,074 | — | $9.58万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $9.59万 | 0.00% | 10,208 | -874 | -7.9% | -$8,207 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $9.65万 | 0.00% | 10,692 | -497 | -4.4% | -$4,488 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $9.70万 | 0.00% | 101,000 | 101,000 | — | $9.70万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $9.77万 | 0.00% | 12,628 | 906 | 7.7% | $7,012 | 加仓 |
| SSL | SASOL LTD | $9.98万 | 0.00% | 10,164 | 10,164 | — | $9.98万 | 新建仓 |
| — | PENNANTPARK INVT CORP | $10.08万 | 0.00% | 29,042 | 29,042 | — | $10.08万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $10.17万 | 0.00% | 1,942 | 1,942 | — | $10.17万 | 新建仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $10.20万 | 0.00% | 10,068 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $10.22万 | 0.00% | 11,297 | 11,297 | — | $10.22万 | 新建仓 |
| TE | T1 ENERGY INC | $10.37万 | 0.00% | 10,497 | 10,497 | — | $10.37万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $10.47万 | 0.00% | 23,635 | 10,460 | 79.4% | $4.63万 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $10.94万 | 0.00% | 17,499 | 17,499 | — | $10.94万 | 新建仓 |
| GTN | GRAY MEDIA INC | $11.01万 | 0.00% | 27,742 | 768 | 2.8% | $3,049 | 加仓 |
| SNAP | SNAP INC | $11.28万 | 0.00% | 25,395 | -14,209 | -35.9% | -$6.31万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $11.28万 | 0.00% | 17,269 | 6,217 | 56.3% | $4.06万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $11.38万 | 0.00% | 10,064 | -451 | -4.3% | -$5,101 | 重新持有 |
| — | CAMBRIA ETF TR | $11.66万 | 0.00% | 10,970 | -2,757 | -20.1% | -$2.93万 | 减仓 |
| ACCO | ACCO BRANDS CORP | $11.71万 | 0.00% | 28,152 | 3,044 | 12.1% | $1.27万 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $11.71万 | 0.00% | 23,860 | 23,860 | — | $11.71万 | 新建仓 |
| — | BIOXCEL THERAPEUTICS INC | $11.79万 | 0.00% | 83,588 | 2,724 | 3.4% | $3,841 | 加仓 |
| — | FRANKLIN UNVL TR | $11.82万 | 0.00% | 14,657 | 514 | 3.6% | $4,145 | 加仓 |
| PLUG | PLUG PWR INC | $12.10万 | 0.00% | 44,656 | -18,095 | -28.8% | -$4.90万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $12.62万 | 0.00% | 12,352 | -1,373 | -10.0% | -$1.40万 | 减仓 |
| RIG | TRANSOCEAN LTD | $12.88万 | 0.00% | 26,344 | -5,197 | -16.5% | -$2.54万 | 减仓 |
| — | STARWOOD PPTY TR INC | $13.04万 | 0.00% | 129,000 | 1,000 | 0.8% | $1,011 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.09万 | 0.00% | 15,289 | 348 | 2.3% | $2,979 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $13.34万 | 0.00% | 92,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $13.44万 | 0.00% | 150,000 | 1,000 | 0.7% | $896 | 加仓 |
| TTEK | TETRA TECH INC NEW | $13.55万 | 0.00% | 129,000 | -2,000 | -1.5% | -$2,101 | 减仓 |
| — | PUTNAM ETF TRUST | $13.64万 | 0.00% | 15,574 | 1,604 | 11.5% | $1.41万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $13.65万 | 0.00% | 12,126 | -1,127 | -8.5% | -$1.27万 | 减仓 |
| — | GLADSTONE CAP CORP | $13.94万 | 0.00% | 145,000 | 145,000 | — | $13.94万 | 新建仓 |
| ITRI | ITRON INC | $14.04万 | 0.00% | 141,000 | -1,000 | -0.7% | -$996 | 减仓 |
| FRMI | FERMI INC | $14.18万 | 0.00% | 15,484 | 15,484 | — | $14.18万 | 新建仓 |
| PSN | PARSONS CORP DEL | $14.36万 | 0.00% | 146,000 | -4,000 | -2.7% | -$3,935 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $14.44万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $14.47万 | 0.00% | 14,661 | 4,533 | 44.8% | $4.47万 | 加仓 |
| — | NUVEEN NY DIVI ADV | $14.70万 | 0.00% | 12,536 | 78 | 0.6% | $915 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $14.73万 | 0.00% | 19,882 | 2,001 | 11.2% | $1.48万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $14.85万 | 0.00% | 17,716 | 275 | 1.6% | $2,304 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $14.85万 | 0.00% | 15,109 | 15,109 | — | $14.85万 | 新建仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $15.00万 | 0.00% | 10,310 | -1,900 | -15.6% | -$2.76万 | 减仓 |
| — | INVESCO TR INVT GRADE NEW YO | $15.01万 | 0.00% | 12,958 | 152 | 1.2% | $1,760 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $15.14万 | 0.00% | 11,106 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $15.23万 | 0.00% | 11,722 | -22,935 | -66.2% | -$29.80万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $15.44万 | 0.00% | 10,538 | 10,538 | — | $15.44万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $15.78万 | 0.00% | 10,690 | -251 | -2.3% | -$3,705 | 减仓 |
| BIZD | VANECK ETF TRUST | $15.82万 | 0.00% | 12,497 | 2,365 | 23.3% | $2.99万 | 加仓 |
| HCKT | HACKETT GROUP INC | $16.02万 | 0.00% | 14,871 | -1,202 | -7.5% | -$1.29万 | 减仓 |
| CRD/A | CRAWFORD & CO | $16.06万 | 0.00% | 14,251 | 3,219 | 29.2% | $3.63万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $16.28万 | 0.00% | 158,000 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $16.29万 | 0.00% | 51,870 | 7,144 | 16.0% | $2.24万 | 加仓 |
| — | PUTNAM ETF TRUST | $16.48万 | 0.00% | 20,777 | -8,316 | -28.6% | -$6.59万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $16.49万 | 0.00% | 28,485 | -1,052 | -3.6% | -$6,091 | 减仓 |
| — | TOWNSQUARE MEDIA INC | $16.76万 | 0.00% | 23,712 | -8,707 | -26.9% | -$6.16万 | 减仓 |
| ONDS | ONDAS INC | $16.79万 | 0.00% | 21,388 | 10,275 | 92.5% | $8.07万 | 加仓 |
| — | GRANITE PT MTG TR INC | $17.00万 | 0.00% | 113,346 | -1,899 | -1.6% | -$2,848 | 减仓 |
| — | TECHTARGET INC | $17.10万 | 0.00% | 47,509 | 23,387 | 97.0% | $8.42万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $17.22万 | 0.00% | 26,610 | -3,480 | -11.6% | -$2.25万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $17.22万 | 0.00% | 18,356 | -63 | -0.3% | -$591 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $17.37万 | 0.00% | 22,100 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $17.39万 | 0.00% | 24,395 | 24,395 | — | $17.39万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $17.53万 | 0.00% | 146,000 | -4,000 | -2.7% | -$4,804 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $17.54万 | 0.00% | 13,779 | 13,779 | — | $17.54万 | 新建仓 |
| SLRC | SLR INVESTMENT CORP | $17.67万 | 0.00% | 14,282 | 57 | 0.4% | $705 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $17.99万 | 0.00% | 14,372 | -490 | -3.3% | -$6,135 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $18.00万 | 0.00% | 31,801 | -23,557 | -42.6% | -$13.33万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $18.11万 | 0.00% | 13,064 | 52 | 0.4% | $721 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $18.32万 | 0.00% | 12,398 | 169 | 1.4% | $2,498 | 加仓 |