&PARTNERS
NASHVILLE TN · SEC CIK 0000107136
$202.31亿2026Q1 申报市值
2,394持仓数
21.5%前十大占比 · 第一大 3.5%
203 / 99新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$7,468.66万
IJH 加仓+$5,302.50万
IVV 加仓+$4,991.68万
AGG 加仓+$4,695.93万
AAPL 加仓+$3,283.91万
2026Q1 卖出最多 按季末市值估算
NXT 减仓-$2,992.23万
TDIV 减仓-$1,557.71万
AZN 清仓-$1,242.74万
FXU 减仓-$1,181.27万
IYF 减仓-$1,081.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $766.94万 | 0.04% | 131,171 | 20,144 | 18.1% | $117.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $767.30万 | 0.04% | 126,097 | 47,775 | 61.0% | $290.71万 | 加仓 |
| GL | GLOBE LIFE INC | $770.96万 | 0.04% | 55,233 | 8,477 | 18.1% | $118.32万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $774.04万 | 0.04% | 246,980 | 144,354 | 140.7% | $452.41万 | 加仓 |
| PWR | QUANTA SVCS INC | $774.26万 | 0.04% | 14,141 | 525 | 3.9% | $28.75万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $777.13万 | 0.04% | 39,411 | 13,355 | 51.3% | $263.34万 | 加仓 |
| VLO | VALERO ENERGY CORP | $777.69万 | 0.04% | 32,007 | -854 | -2.6% | -$20.75万 | 减仓 |
| SMDV | PROSHARES TR | $778.63万 | 0.04% | 113,189 | -2,562 | -2.2% | -$17.62万 | 减仓 |
| IVLU | ISHARES TR | $783.88万 | 0.04% | 197,535 | 97,713 | 97.9% | $387.75万 | 加仓 |
| CSX | CSX CORP | $786.76万 | 0.04% | 191,680 | -2,273 | -1.2% | -$9.33万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $791.11万 | 0.04% | 222,848 | 36,144 | 19.4% | $128.31万 | 加仓 |
| DGRW | WISDOMTREE TR | $791.38万 | 0.04% | 89,988 | 3,919 | 4.6% | $34.46万 | 加仓 |
| MINT | PIMCO ETF TR | $794.04万 | 0.04% | 79,293 | 29,774 | 60.1% | $298.16万 | 加仓 |
| FLXR | TCW ETF TRUST | $796.49万 | 0.04% | 202,824 | 90,871 | 81.2% | $356.85万 | 加仓 |
| ESGU | ISHARES TR | $802.62万 | 0.04% | 56,755 | 7,488 | 15.2% | $105.89万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $805.53万 | 0.04% | 228,561 | 13,207 | 6.1% | $46.55万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $814.17万 | 0.04% | 326,066 | 6,384 | 2.0% | $15.94万 | 加仓 |
| TRP | TC ENERGY CORP | $816.46万 | 0.04% | 130,413 | 1,645 | 1.3% | $10.30万 | 加仓 |
| EMB | ISHARES TR | $818.00万 | 0.04% | 87,372 | -19,534 | -18.3% | -$182.88万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $821.87万 | 0.04% | 27,070 | -1,275 | -4.5% | -$38.71万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $822.04万 | 0.04% | 143,327 | -56,527 | -28.3% | -$324.21万 | 减仓 |
| D | DOMINION ENERGY INC | $822.12万 | 0.04% | 133,186 | 15,139 | 12.8% | $93.45万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $823.53万 | 0.04% | 167,401 | 28,028 | 20.1% | $137.88万 | 加仓 |
| IUSG | ISHARES TR | $826.49万 | 0.04% | 53,248 | -8,628 | -13.9% | -$133.92万 | 减仓 |
| MCO | MOODYS CORP | $827.87万 | 0.04% | 18,946 | 2,501 | 15.2% | $109.28万 | 加仓 |
| INTC | INTEL CORP | $830.81万 | 0.04% | 188,354 | 14,664 | 8.4% | $64.68万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $833.83万 | 0.04% | 51,582 | -5,647 | -9.9% | -$91.28万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $837.50万 | 0.04% | 153,360 | 80,676 | 111.0% | $440.57万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $838.44万 | 0.04% | 41,142 | 852 | 2.1% | $17.36万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $840.49万 | 0.04% | 17,693 | 2,274 | 14.7% | $108.02万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $841.65万 | 0.04% | 91,235 | -649 | -0.7% | -$5.99万 | 减仓 |
| PHM | PULTE GROUP INC | $846.72万 | 0.04% | 72,118 | 9,344 | 14.9% | $109.71万 | 加仓 |
| AOS | SMITH A O CORP | $850.29万 | 0.04% | 128,773 | 16,247 | 14.4% | $107.28万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $853.10万 | 0.04% | 411,271 | 18,585 | 4.7% | $38.55万 | 加仓 |
| CMI | CUMMINS INC | $854.12万 | 0.04% | 15,879 | 330 | 2.1% | $17.75万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $855.30万 | 0.04% | 366,120 | 80,390 | 28.1% | $187.80万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $861.77万 | 0.04% | 12 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $862.51万 | 0.04% | 182,942 | 21,979 | 13.7% | $103.62万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $866.94万 | 0.04% | 338,910 | 15,775 | 4.9% | $40.35万 | 加仓 |
| ADBE | ADOBE INC | $873.43万 | 0.04% | 35,810 | 3,759 | 11.7% | $91.69万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $876.38万 | 0.04% | 84,510 | 35,875 | 73.8% | $372.03万 | 加仓 |
| GDX | VANECK ETF TRUST | $887.77万 | 0.04% | 96,803 | 10,128 | 11.7% | $92.88万 | 加仓 |
| DEM | WISDOMTREE TR | $889.79万 | 0.04% | 179,098 | -1,620 | -0.9% | -$8.05万 | 减仓 |
| O | REALTY INCOME CORP | $895.64万 | 0.04% | 154,513 | -1,612 | -1.0% | -$9.34万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $898.63万 | 0.04% | 308,490 | 11,309 | 3.8% | $32.94万 | 加仓 |
| SHEL | SHELL PLC | $900.41万 | 0.04% | 94,755 | 10,323 | 12.2% | $98.09万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $901.73万 | 0.04% | 575,550 | 62,068 | 12.1% | $97.24万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $902.52万 | 0.04% | 33,297 | 3,943 | 13.4% | $106.88万 | 加仓 |
| SLV | ISHARES SILVER TR | $903.03万 | 0.04% | 132,525 | -41,461 | -23.8% | -$282.52万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $903.35万 | 0.04% | 29,901 | 7,999 | 36.5% | $241.66万 | 加仓 |
| — | TIDAL TRUST II | $903.87万 | 0.04% | 369,887 | -265 | -0.1% | -$6,476 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $906.49万 | 0.04% | 350,870 | 56,619 | 19.2% | $146.28万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $909.71万 | 0.04% | 340,322 | 311,656 | 1,087.2% | $833.09万 | 加仓 |
| DHR | DANAHER CORP DEL | $913.94万 | 0.05% | 48,195 | 10,492 | 27.8% | $198.96万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $917.80万 | 0.05% | 290,506 | 39,414 | 15.7% | $124.52万 | 加仓 |
| SLB | SLB LIMITED | $918.10万 | 0.05% | 178,327 | 22,243 | 14.3% | $114.52万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $918.56万 | 0.05% | 221,126 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $924.19万 | 0.05% | 310,027 | 95,931 | 44.8% | $285.97万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $927.12万 | 0.05% | 23,652 | 895 | 3.9% | $35.08万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $927.69万 | 0.05% | 49,699 | 2,567 | 5.4% | $47.92万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $930.94万 | 0.05% | 169,870 | 22,664 | 15.4% | $124.21万 | 加仓 |
| ZTS | ZOETIS INC | $938.86万 | 0.05% | 79,179 | -12,339 | -13.5% | -$146.31万 | 减仓 |
| ECL | ECOLAB INC | $939.67万 | 0.05% | 35,262 | 5,377 | 18.0% | $143.29万 | 加仓 |
| — | TIDAL TRUST II | $942.27万 | 0.05% | 348,456 | 159,579 | 84.5% | $431.52万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $950.68万 | 0.05% | 555,192 | -24,902 | -4.3% | -$42.64万 | 减仓 |
| ALB | ALBEMARLE CORP | $958.20万 | 0.05% | 53,257 | 7,009 | 15.2% | $126.11万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $962.50万 | 0.05% | 354,536 | 7,507 | 2.2% | $20.38万 | 加仓 |
| IWS | ISHARES TR | $964.77万 | 0.05% | 65,763 | -13,394 | -16.9% | -$196.50万 | 减仓 |
| IUSV | ISHARES TR | $966.51万 | 0.05% | 94,482 | -1,202 | -1.3% | -$12.30万 | 减仓 |
| FDX | FEDEX CORP | $966.58万 | 0.05% | 27,138 | -2,723 | -9.1% | -$96.99万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $976.99万 | 0.05% | 296,399 | 92,433 | 45.3% | $304.68万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $977.13万 | 0.05% | 146,023 | -10,282 | -6.6% | -$68.80万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $978.21万 | 0.05% | 64,704 | 33,347 | 106.3% | $504.15万 | 加仓 |
| INTU | INTUIT | $978.53万 | 0.05% | 22,634 | 590 | 2.7% | $25.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $979.44万 | 0.05% | 161,573 | 18,733 | 13.1% | $113.56万 | 加仓 |
| QLTY | GMO ETF TRUST | $980.71万 | 0.05% | 270,859 | 7,686 | 2.9% | $27.83万 | 加仓 |
| EMXC | ISHARES INC | $981.25万 | 0.05% | 124,705 | -2,707 | -2.1% | -$21.30万 | 减仓 |
| EME | EMCOR GROUP INC | $981.67万 | 0.05% | 13,303 | -1,237 | -8.5% | -$91.28万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $982.75万 | 0.05% | 59,903 | -1,124 | -1.8% | -$18.44万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $989.59万 | 0.05% | 345,083 | -31,575 | -8.4% | -$90.55万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $993.97万 | 0.05% | 175,676 | 3,353 | 1.9% | $18.97万 | 加仓 |
| CTVA | CORTEVA INC | $999.97万 | 0.05% | 119,478 | 905 | 0.8% | $7.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,003.04万 | 0.05% | 101,365 | -1,125 | -1.1% | -$11.13万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,003.38万 | 0.05% | 55,052 | -7,832 | -12.5% | -$142.75万 | 减仓 |
| USB | US BANCORP | $1,013.44万 | 0.05% | 194,879 | 5,669 | 3.0% | $29.48万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,015.01万 | 0.05% | 208,412 | -9,341 | -4.3% | -$45.49万 | 减仓 |
| KR | KROGER CO | $1,018.40万 | 0.05% | 140,083 | 2,399 | 1.7% | $17.44万 | 加仓 |
| IGM | ISHARES TR | $1,022.05万 | 0.05% | 86,242 | -3,863 | -4.3% | -$45.78万 | 减仓 |
| OKE | ONEOK INC NEW | $1,025.84万 | 0.05% | 113,525 | -13,926 | -10.9% | -$125.84万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,027.70万 | 0.05% | 283,515 | 87,456 | 44.6% | $317.02万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,029.25万 | 0.05% | 43,500 | 5,842 | 15.5% | $138.23万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,040.86万 | 0.05% | 122,176 | -9,531 | -7.2% | -$81.20万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,043.23万 | 0.05% | 163,622 | 11,676 | 7.7% | $74.44万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,043.58万 | 0.05% | 421,486 | 32,122 | 8.2% | $79.53万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,043.81万 | 0.05% | 79,480 | -659 | -0.8% | -$8.65万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,045.40万 | 0.05% | 23,387 | 1,249 | 5.6% | $55.83万 | 加仓 |
| SHOP | SHOPIFY INC | $1,045.97万 | 0.05% | 88,165 | 941 | 1.1% | $11.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,048.28万 | 0.05% | 105,849 | 5,506 | 5.5% | $54.53万 | 加仓 |
| XEL | XCEL ENERGY INC | $1,049.81万 | 0.05% | 132,028 | -16,537 | -11.1% | -$131.49万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $1,062.92万 | 0.05% | 240,507 | 3,641 | 1.5% | $16.09万 | 加仓 |