&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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $1,827.27万 | 0.09% | 157,854 | -11,568 | -6.8% | -$133.91万 | 减仓 |
| USMV | ISHARES TR | $1,859.84万 | 0.09% | 203,693 | -8,002 | -3.8% | -$73.06万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1,874.87万 | 0.09% | 971,273 | 28,072 | 3.0% | $54.19万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,879.20万 | 0.09% | 73,021 | 8,652 | 13.4% | $222.66万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,916.10万 | 0.09% | 730,014 | 98,509 | 15.6% | $258.56万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,916.32万 | 0.09% | 162,314 | 4,010 | 2.5% | $47.34万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,923.75万 | 0.10% | 474,310 | 49,696 | 11.7% | $201.56万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,942.34万 | 0.10% | 387,233 | 73,520 | 23.4% | $368.77万 | 加仓 |
| — | HONEYWELL INTL INC | $1,945.61万 | 0.10% | 87,654 | 5,259 | 6.4% | $116.73万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,955.34万 | 0.10% | 296,010 | 54,027 | 22.3% | $356.88万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,972.47万 | 0.10% | 428,968 | 81,712 | 23.5% | $375.73万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,979.06万 | 0.10% | 397,684 | -5,727 | -1.4% | -$28.50万 | 减仓 |
| DE | DEERE & CO | $1,980.93万 | 0.10% | 35,166 | 1,629 | 4.9% | $91.76万 | 加仓 |
| IDV | ISHARES TR | $1,997.54万 | 0.10% | 468,480 | 206,688 | 79.0% | $881.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,998.80万 | 0.10% | 180,200 | 37,469 | 26.3% | $415.61万 | 加仓 |
| GLDM | WORLD GOLD TR | $2,030.80万 | 0.10% | 218,510 | -3,731 | -1.7% | -$34.68万 | 减仓 |
| PFE | PFIZER INC | $2,051.15万 | 0.10% | 730,471 | 56,919 | 8.5% | $159.83万 | 加仓 |
| IWD | ISHARES TR | $2,055.50万 | 0.10% | 95,529 | -49,113 | -34.0% | -$1,056.77万 | 减仓 |
| SNA | SNAP ON INC | $2,055.94万 | 0.10% | 56,571 | 6,852 | 13.8% | $249.02万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2,065.18万 | 0.10% | 717,306 | 18,394 | 2.6% | $52.96万 | 加仓 |
| PULS | PGIM ETF TR | $2,065.97万 | 0.10% | 412,025 | 68,307 | 19.9% | $342.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,074.68万 | 0.10% | 48,923 | -8,517 | -14.8% | -$361.18万 | 减仓 |
| BX | BLACKSTONE INC | $2,105.72万 | 0.10% | 182,664 | 74,362 | 68.7% | $857.23万 | 加仓 |
| REGL | PROSHARES TR | $2,106.65万 | 0.10% | 243,797 | -20,780 | -7.9% | -$179.56万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2,118.60万 | 0.10% | 631,692 | -41,472 | -6.2% | -$139.09万 | 减仓 |
| KLAC | KLA CORP | $2,121.86万 | 0.10% | 14,389 | 896 | 6.6% | $132.13万 | 加仓 |
| PLD | PROLOGIS INC. | $2,127.50万 | 0.11% | 161,174 | -265 | -0.2% | -$3.50万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,128.01万 | 0.11% | 92,595 | 8,457 | 10.1% | $194.36万 | 加仓 |
| C | CITIGROUP INC | $2,137.12万 | 0.11% | 188,343 | -12,162 | -6.1% | -$138.00万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,152.42万 | 0.11% | 24,132 | 1,123 | 4.9% | $100.16万 | 加仓 |
| DVY | ISHARES TR | $2,161.58万 | 0.11% | 142,798 | -1,690 | -1.2% | -$25.58万 | 减仓 |
| NVS | NOVARTIS AG | $2,181.71万 | 0.11% | 142,824 | 9,557 | 7.2% | $145.99万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2,227.76万 | 0.11% | 437,696 | 71,275 | 19.5% | $362.77万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,233.74万 | 0.11% | 60,594 | -9,988 | -14.2% | -$368.20万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,263.93万 | 0.11% | 331,820 | -3,040 | -0.9% | -$20.74万 | 减仓 |
| EFV | ISHARES TR | $2,280.44万 | 0.11% | 306,706 | 10,921 | 3.7% | $81.20万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,292.50万 | 0.11% | 105,529 | 13,338 | 14.5% | $289.75万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,302.21万 | 0.11% | 754,025 | 109,824 | 17.0% | $335.32万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $2,308.18万 | 0.11% | 642,485 | 116,664 | 22.2% | $419.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,322.19万 | 0.11% | 379,236 | -7,602 | -2.0% | -$46.55万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,341.62万 | 0.12% | 249,735 | -166,131 | -39.9% | -$1,557.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,390.92万 | 0.12% | 473,122 | 141,317 | 42.6% | $714.14万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,396.34万 | 0.12% | 122,183 | 11,081 | 10.0% | $217.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,396.39万 | 0.12% | 61,390 | -2,424 | -3.8% | -$94.62万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,398.99万 | 0.12% | 218,649 | 13,154 | 6.4% | $144.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,440.85万 | 0.12% | 120,016 | 8,672 | 7.8% | $176.37万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,448.95万 | 0.12% | 273,967 | -60,451 | -18.1% | -$540.36万 | 减仓 |
| GEV | GE VERNOVA INC | $2,450.48万 | 0.12% | 28,109 | 3,942 | 16.3% | $343.65万 | 加仓 |
| USHY | ISHARES TR | $2,472.86万 | 0.12% | 674,540 | 25,868 | 4.0% | $94.83万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,482.82万 | 0.12% | 502,987 | 87,367 | 21.0% | $431.26万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $2,484.53万 | 0.12% | 1,506,927 | 1,166,288 | 342.4% | $1,922.91万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,499.08万 | 0.12% | 200,240 | 7 | 0.0% | $874 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,512.52万 | 0.12% | 139,284 | 20,178 | 16.9% | $363.99万 | 加仓 |
| IWF | ISHARES TR | $2,516.20万 | 0.12% | 58,320 | 2,195 | 3.9% | $94.70万 | 加仓 |
| NUE | NUCOR CORP | $2,519.44万 | 0.12% | 149,263 | -789 | -0.5% | -$13.32万 | 减仓 |
| USFR | WISDOMTREE TR | $2,532.00万 | 0.13% | 502,451 | 68,310 | 15.7% | $344.24万 | 加仓 |
| MS | MORGAN STANLEY | $2,568.08万 | 0.13% | 156,335 | 9,644 | 6.6% | $158.42万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,606.10万 | 0.13% | 86,343 | 2,696 | 3.2% | $81.37万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,606.69万 | 0.13% | 141,417 | 15,591 | 12.4% | $287.38万 | 加仓 |
| ASML | ASML HLDG NV | $2,609.61万 | 0.13% | 19,847 | 664 | 3.5% | $87.31万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,610.90万 | 0.13% | 347,817 | 20,604 | 6.3% | $154.66万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,651.19万 | 0.13% | 153,745 | 14,446 | 10.4% | $249.11万 | 加仓 |
| EFA | ISHARES TR | $2,675.86万 | 0.13% | 275,517 | 6,845 | 2.5% | $66.48万 | 加仓 |
| DGRO | ISHARES TR | $2,693.55万 | 0.13% | 383,764 | -7,439 | -1.9% | -$52.21万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,715.90万 | 0.13% | 342,507 | -5,151 | -1.5% | -$40.84万 | 减仓 |
| MCK | MCKESSON CORP | $2,729.72万 | 0.13% | 31,511 | 3,135 | 11.0% | $271.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,774.04万 | 0.14% | 129,764 | 12,369 | 10.5% | $264.42万 | 加仓 |
| NOW | SERVICENOW INC | $2,777.47万 | 0.14% | 265,710 | 178,469 | 204.6% | $1,865.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,778.96万 | 0.14% | 104,316 | -8,311 | -7.4% | -$221.40万 | 减仓 |
| OEF | ISHARES TR | $2,779.26万 | 0.14% | 87,360 | -642 | -0.7% | -$20.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,787.39万 | 0.14% | 215,728 | 14,463 | 7.2% | $186.87万 | 加仓 |
| IWM | ISHARES TR | $2,798.15万 | 0.14% | 112,775 | -161 | -0.1% | -$3.99万 | 减仓 |
| BA | BOEING CO | $2,840.25万 | 0.14% | 142,691 | 7,778 | 5.8% | $154.82万 | 加仓 |
| GWW | WW GRAINGER INC | $2,850.36万 | 0.14% | 26,146 | -1,040 | -3.8% | -$113.38万 | 减仓 |
| MMM | 3M CO | $2,909.54万 | 0.14% | 153,757 | -6,542 | -4.1% | -$123.79万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,921.52万 | 0.14% | 197,241 | 3,236 | 1.7% | $47.93万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,940.86万 | 0.15% | 212,296 | 34,262 | 19.2% | $474.62万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,943.01万 | 0.15% | 855,452 | 145,478 | 20.5% | $500.49万 | 加仓 |
| CME | CME GROUP INC | $2,968.59万 | 0.15% | 100,458 | 9,124 | 10.0% | $269.62万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,034.16万 | 0.15% | 183,466 | 5,222 | 2.9% | $86.36万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,114.56万 | 0.15% | 107,134 | 13,471 | 14.4% | $391.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,120.41万 | 0.15% | 44,638 | 1,771 | 4.1% | $123.80万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,138.19万 | 0.16% | 1,497,571 | 154,324 | 11.5% | $323.39万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,188.77万 | 0.16% | 731,650 | 51,541 | 7.6% | $224.63万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $3,193.69万 | 0.16% | 1,912,512 | 628,768 | 49.0% | $1,049.97万 | 加仓 |
| CRM | SALESFORCE INC | $3,215.86万 | 0.16% | 172,223 | 26,991 | 18.6% | $503.99万 | 加仓 |
| UNP | UNION PAC CORP | $3,238.49万 | 0.16% | 133,585 | 12,959 | 10.7% | $314.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,253.25万 | 0.16% | 108,889 | 23,315 | 27.2% | $696.58万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,389.49万 | 0.17% | 581,779 | 12,034 | 2.1% | $70.11万 | 加仓 |
| PAYX | PAYCHEX INC | $3,423.84万 | 0.17% | 371,350 | -17,590 | -4.5% | -$162.18万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,466.70万 | 0.17% | 710,275 | 53,906 | 8.2% | $263.10万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,539.36万 | 0.17% | 457,524 | 43,729 | 10.6% | $338.28万 | 加仓 |
| NFLX | NETFLIX INC. | $3,675.47万 | 0.18% | 381,543 | 25,092 | 7.0% | $241.72万 | 加仓 |
| KO | COCA COLA CO | $3,676.21万 | 0.18% | 483,721 | 34,643 | 7.7% | $263.28万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,692.38万 | 0.18% | 281,334 | 13,188 | 4.9% | $173.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,734.80万 | 0.18% | 659,626 | 17,310 | 2.7% | $98.01万 | 加仓 |
| QCOM | QUALCOMM INC | $3,738.15万 | 0.18% | 290,530 | 9,932 | 3.5% | $127.79万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,754.57万 | 0.19% | 144,333 | -12,975 | -8.2% | -$337.52万 | 减仓 |
| GRMN | GARMIN LTD | $3,804.09万 | 0.19% | 163,768 | 18,065 | 12.4% | $419.62万 | 加仓 |
| EMR | EMERSON ELEC CO | $3,886.64万 | 0.19% | 296,805 | -12,688 | -4.1% | -$166.15万 | 减仓 |