&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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $3,940.53万 | 0.19% | 1,358,761 | 111,819 | 9.0% | $324.29万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,958.53万 | 0.20% | 662,279 | 75,273 | 12.8% | $449.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $4,050.28万 | 0.20% | 468,613 | 19,526 | 4.3% | $168.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,108.01万 | 0.20% | 558,331 | -410 | -0.1% | -$3.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,134.15万 | 0.20% | 450,459 | -16,461 | -3.5% | -$151.07万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $4,137.20万 | 0.20% | 208,472 | -2,883 | -1.4% | -$57.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,212.77万 | 0.21% | 84,269 | 5,275 | 6.7% | $263.71万 | 加仓 |
| IVE | ISHARES TR | $4,226.81万 | 0.21% | 200,145 | 16,444 | 9.0% | $347.28万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,235.50万 | 0.21% | 161,417 | 13,179 | 8.9% | $345.81万 | 加仓 |
| GE | GE AEROSPACE | $4,248.22万 | 0.21% | 149,710 | 3,267 | 2.2% | $92.71万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $4,261.41万 | 0.21% | 1,444,997 | 56,463 | 4.1% | $166.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,409.19万 | 0.22% | 274,839 | 73,240 | 36.3% | $1,174.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,423.74万 | 0.22% | 131,020 | 4,925 | 3.9% | $166.29万 | 加仓 |
| LIN | LINDE PLC | $4,726.37万 | 0.23% | 95,404 | -5,344 | -5.3% | -$264.74万 | 减仓 |
| ORCL | ORACLE CORP | $4,752.96万 | 0.23% | 323,589 | 52,868 | 19.5% | $776.54万 | 加仓 |
| PSX | PHILLIPS 66 | $4,785.63万 | 0.24% | 263,210 | -18,367 | -6.5% | -$333.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4,803.17万 | 0.24% | 79,528 | -1,519 | -1.9% | -$91.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $4,805.04万 | 0.24% | 363,658 | 33,381 | 10.1% | $441.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,837.62万 | 0.24% | 252,242 | -51,027 | -16.8% | -$978.62万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,880.57万 | 0.24% | 141,348 | -1,979 | -1.4% | -$68.33万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4,922.84万 | 0.24% | 1,279,570 | 101,003 | 8.6% | $388.59万 | 加仓 |
| IVW | ISHARES TR | $4,933.38万 | 0.24% | 436,542 | 4,706 | 1.1% | $53.18万 | 加仓 |
| RTX | RTX CORPORATION | $4,967.75万 | 0.25% | 257,633 | 11,322 | 4.6% | $218.31万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,969.74万 | 0.25% | 600,530 | 12,896 | 2.2% | $106.72万 | 加仓 |
| WMB | WILLIAMS COS INC | $5,038.58万 | 0.25% | 691,763 | 73,939 | 12.0% | $538.55万 | 加仓 |
| ITOT | ISHARES TR | $5,208.37万 | 0.26% | 365,958 | 6,524 | 1.8% | $92.85万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,359.70万 | 0.26% | 384,268 | 31,484 | 8.9% | $439.13万 | 加仓 |
| IUSB | ISHARES TR | $5,680.97万 | 0.28% | 1,229,925 | -70,301 | -5.4% | -$324.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,766.85万 | 0.29% | 1,066,070 | 90,482 | 9.3% | $489.46万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5,789.51万 | 0.29% | 169,257 | 13,214 | 8.5% | $451.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,858.73万 | 0.29% | 440,906 | 34,106 | 8.4% | $453.20万 | 加仓 |
| ETN | EATON CORP PLC | $5,893.44万 | 0.29% | 164,760 | 17,747 | 12.1% | $634.81万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,905.57万 | 0.29% | 576,145 | -5,550 | -1.0% | -$56.89万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,947.08万 | 0.29% | 292,596 | 8,297 | 2.9% | $168.64万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,955.31万 | 0.29% | 1,177,625 | 46,943 | 4.2% | $237.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,978.61万 | 0.30% | 246,666 | 29,729 | 13.7% | $720.56万 | 加仓 |
| CB | CHUBB LTD SWITZ | $6,034.25万 | 0.30% | 185,242 | -3,175 | -1.7% | -$103.43万 | 减仓 |
| MRK | MERCK & CO INC | $6,095.73万 | 0.30% | 506,594 | 2,694 | 0.5% | $32.42万 | 加仓 |
| EOG | EOG RES INC | $6,165.11万 | 0.30% | 426,760 | 52,357 | 14.0% | $756.37万 | 加仓 |
| GLD | SPDR GOLD TR | $6,174.69万 | 0.31% | 143,492 | 7,420 | 5.5% | $319.29万 | 加仓 |
| TJX | TJX COS INC NEW | $6,234.84万 | 0.31% | 390,337 | 41,200 | 11.8% | $658.09万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,300.81万 | 0.31% | 225,556 | 30,451 | 15.6% | $850.64万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $6,342.41万 | 0.31% | 184,735 | 2,397 | 1.3% | $82.29万 | 加仓 |
| ADI | ANALOG DEVICES INC | $6,375.25万 | 0.32% | 200,642 | -11,979 | -5.6% | -$380.62万 | 减仓 |
| AFL | AFLAC INC | $6,482.48万 | 0.32% | 590,580 | 5,163 | 0.9% | $56.67万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $6,511.66万 | 0.32% | 1,944,494 | 354,860 | 22.3% | $1,188.34万 | 加仓 |
| LOW | LOWES COS INC | $6,554.18万 | 0.32% | 279,186 | -12,634 | -4.3% | -$296.60万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,751.89万 | 0.33% | 794,001 | 235,009 | 42.0% | $1,998.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,798.01万 | 0.34% | 464,690 | 9,434 | 2.1% | $138.01万 | 加仓 |
| PEP | PEPSICO INC | $6,999.00万 | 0.35% | 450,697 | 13,186 | 3.0% | $204.77万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $7,246.20万 | 0.36% | 891,464 | 49,138 | 5.8% | $399.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,277.90万 | 0.36% | 193,267 | 13,584 | 7.6% | $511.54万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,365.92万 | 0.36% | 354,209 | 35,701 | 11.2% | $742.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,580.06万 | 0.37% | 131,171 | -2,891 | -2.2% | -$167.06万 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $7,666.31万 | 0.38% | 1,453,116 | 180,323 | 14.2% | $951.34万 | 加仓 |
| CAT | CATERPILLAR INC | $7,672.54万 | 0.38% | 108,243 | 8,857 | 8.9% | $627.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,758.17万 | 0.38% | 270,338 | 16,630 | 6.6% | $477.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $7,867.69万 | 0.39% | 847,957 | 15,900 | 1.9% | $147.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,896.45万 | 0.39% | 1,721,213 | 180,776 | 11.7% | $829.35万 | 加仓 |
| BLK | BLACKROCK INC | $8,068.69万 | 0.40% | 83,909 | 1,107 | 1.3% | $106.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,303.57万 | 0.41% | 258,527 | 14,839 | 6.1% | $476.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,491.56万 | 0.42% | 1,321,214 | 139,562 | 11.8% | $896.98万 | 加仓 |
| CSCO | CISCO SYS INC | $8,545.52万 | 0.42% | 1,101,503 | 27,182 | 2.5% | $210.88万 | 加仓 |
| ABBV | ABBVIE INC | $8,626.76万 | 0.43% | 396,924 | 14,444 | 3.8% | $313.93万 | 加仓 |
| HD | HOME DEPOT INC | $8,656.49万 | 0.43% | 263,240 | 20,358 | 8.4% | $669.46万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $9,011.15万 | 0.45% | 2,239,454 | 167,741 | 8.1% | $674.96万 | 加仓 |
| TSLA | TESLA INC | $9,130.68万 | 0.45% | 245,303 | 25,433 | 11.6% | $946.67万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9,279.38万 | 0.46% | 108,455 | 2,186 | 2.1% | $187.03万 | 加仓 |
| MCD | MCDONALDS CORP | $9,647.61万 | 0.48% | 310,503 | 9,405 | 3.1% | $292.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,831.43万 | 0.49% | 499,413 | 33,280 | 7.1% | $655.15万 | 加仓 |
| AMGN | AMGEN INC | $9,855.09万 | 0.49% | 280,032 | 463 | 0.2% | $16.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $9,913.22万 | 0.49% | 686,805 | 162,785 | 31.1% | $2,349.61万 | 加仓 |
| IJR | ISHARES TR | $1.01亿 | 0.50% | 813,855 | 6,153 | 0.8% | $76.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.02亿 | 0.50% | 1,296,496 | 145,508 | 12.6% | $1,142.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.08亿 | 0.53% | 523,104 | 2,592 | 0.5% | $53.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.09亿 | 0.54% | 216,358 | 9,115 | 4.4% | $459.02万 | 加仓 |
| GOOG | ALPHABET INC | $1.10亿 | 0.54% | 382,653 | -2,342 | -0.6% | -$67.17万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1.10亿 | 0.54% | 4,901,409 | 603,684 | 14.0% | $1,354.39万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.13亿 | 0.56% | 2,647,834 | 268,143 | 11.3% | $1,142.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.17亿 | 0.58% | 117,478 | 4,476 | 4.0% | $444.29万 | 加仓 |
| V | VISA INC | $1.21亿 | 0.60% | 401,125 | 29,536 | 7.9% | $891.88万 | 加仓 |
| — | EXXON MOBIL CORP | $1.21亿 | 0.60% | 714,951 | -3,923 | -0.5% | -$66.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.23亿 | 0.61% | 570,781 | -4,604 | -0.8% | -$99.00万 | 减仓 |
| QUAL | ISHARES TR | $1.28亿 | 0.63% | 665,712 | 56,076 | 9.2% | $1,077.31万 | 加仓 |
| IEMG | ISHARES INC | $1.39亿 | 0.68% | 1,982,986 | 1,069,134 | 117.0% | $7,468.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.41亿 | 0.69% | 321,083 | 20,451 | 6.8% | $894.90万 | 加仓 |
| LLY | ELI LILLY & CO | $1.58亿 | 0.78% | 171,696 | 11,110 | 6.9% | $1,021.93万 | 加仓 |
| META | META PLATFORMS INC | $1.61亿 | 0.79% | 280,856 | 21,950 | 8.5% | $1,256.20万 | 加仓 |
| WMT | WALMART INC | $1.69亿 | 0.84% | 1,362,078 | 11,373 | 0.8% | $141.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.81亿 | 0.90% | 303,739 | -296 | -0.1% | -$17.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.86亿 | 0.92% | 760,730 | -2,964 | -0.4% | -$72.46万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.91亿 | 0.94% | 3,959,644 | 549,237 | 16.1% | $2,644.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.00亿 | 0.99% | 308,316 | 29,843 | 10.7% | $1,940.41万 | 加仓 |
| GOOGL | ALPHABET INC | $2.61亿 | 1.29% | 908,515 | 51,555 | 6.0% | $1,479.66万 | 加仓 |
| AMZN | AMAZON COM INC | $2.62亿 | 1.29% | 1,261,736 | 120,769 | 10.6% | $2,505.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.65亿 | 1.31% | 936,618 | 22,622 | 2.5% | $640.83万 | 加仓 |
| AVGO | BROADCOM INC | $2.74亿 | 1.35% | 883,594 | 22,363 | 2.6% | $692.25万 | 加仓 |
| IEFA | ISHARES TR | $2.99亿 | 1.48% | 3,304,688 | 168,924 | 5.4% | $1,530.53万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3.55亿 | 1.75% | 9,105,172 | 741,604 | 8.9% | $2,891.74万 | 加仓 |
| AGG | ISHARES TR | $3.89亿 | 1.92% | 3,916,831 | 472,713 | 13.7% | $4,695.93万 | 加仓 |