&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 |
|---|---|---|---|---|---|---|---|---|
| TIGO | MILLICOM INTL CELLULAR S A | $23.12万 | 0.00% | 2,547 | -203 | -7.4% | -$1.84万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $23.13万 | 0.00% | 9,131 | 9,131 | — | $23.13万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $23.15万 | 0.00% | 7,848 | 7,848 | — | $23.15万 | 新建仓 |
| BOX | BOX INC | $23.21万 | 0.00% | 8,747 | -161 | -1.8% | -$4,273 | 重新持有 |
| MRP | MILLROSE PPTYS INC | $23.22万 | 0.00% | 7,726 | 7,726 | — | $23.22万 | 新建仓 |
| QVAL | EA SERIES TRUST | $23.22万 | 0.00% | 4,188 | 4,188 | — | $23.22万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & | $23.23万 | 0.00% | 12,785 | -1,251 | -8.9% | -$2.27万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $23.27万 | 0.00% | 10,587 | 53 | 0.5% | $1,165 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $23.38万 | 0.00% | 5,972 | 5,972 | — | $23.38万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $23.41万 | 0.00% | 2,440 | -176 | -6.7% | -$1.69万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $23.42万 | 0.00% | 7,323 | 7,323 | — | $23.42万 | 新建仓 |
| — | RITHM PPTY TR INC | $23.48万 | 0.00% | 16,309 | 1,725 | 11.8% | $2.48万 | 加仓 |
| ICLN | ISHARES TR | $23.59万 | 0.00% | 16,001 | 5,052 | 46.1% | $7.45万 | 加仓 |
| INVH | INVITATION HOMES INC | $23.60万 | 0.00% | 7,812 | -13,969 | -64.1% | -$42.20万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $23.64万 | 0.00% | 3,597 | 50 | 1.4% | $3,286 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $23.70万 | 0.00% | 8,801 | 8,801 | — | $23.70万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $23.71万 | 0.00% | 228,000 | -1,000 | -0.4% | -$1,040 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $23.73万 | 0.00% | 10,079 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $23.74万 | 0.00% | 25,773 | 25,773 | — | $23.74万 | 新建仓 |
| ITRI | ITRON INC | $23.83万 | 0.00% | 2,754 | 2,754 | — | $23.83万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $23.85万 | 0.00% | 13,698 | -4,868 | -26.2% | -$8.48万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $23.89万 | 0.00% | 447 | -73 | -14.0% | -$3.90万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $23.91万 | 0.00% | 11,568 | 724 | 6.7% | $1.50万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $23.92万 | 0.00% | 3,118 | 3,118 | — | $23.92万 | 新建仓 |
| SITM | SITIME CORP | $23.93万 | 0.00% | 315 | 315 | — | $23.93万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $23.93万 | 0.00% | 1,378 | -161 | -10.5% | -$2.80万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $23.96万 | 0.00% | 1,686 | -186 | -9.9% | -$2.64万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $24.00万 | 0.00% | 1,592 | 1,592 | — | $24.00万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $24.03万 | 0.00% | 1,962 | 41 | 2.1% | $5,021 | 加仓 |
| IBND | SPDR SERIES TRUST | $24.04万 | 0.00% | 7,709 | -770 | -9.1% | -$2.40万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $24.13万 | 0.00% | 3,663 | 3,663 | — | $24.13万 | 新建仓 |
| WRBY | WARBY PARKER INC | $24.17万 | 0.00% | 7,592 | 7,592 | — | $24.17万 | 新建仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $24.19万 | 0.00% | 15,916 | 2,566 | 19.2% | $3.90万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $24.20万 | 0.00% | 16,089 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $24.27万 | 0.00% | 24,077 | 6,412 | 36.3% | $6.46万 | 加仓 |
| AX | AXOS FINANCIAL INC | $24.32万 | 0.00% | 2,497 | 2,497 | — | $24.32万 | 新建仓 |
| IHE | ISHARES TR | $24.34万 | 0.00% | 2,458 | 2,458 | — | $24.34万 | 新建仓 |
| FTS | FORTIS INC | $24.37万 | 0.00% | 4,258 | -850 | -16.6% | -$4.86万 | 减仓 |
| EVER | EVERQUOTE INC | $24.42万 | 0.00% | 10,234 | 10,234 | — | $24.42万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $24.42万 | 0.00% | 7,032 | 3 | 0.0% | $104 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $24.51万 | 0.00% | 12,114 | -636,912 | -98.1% | -$1,288.43万 | 减仓 |
| IYJ | ISHARES TR | $24.58万 | 0.00% | 1,475 | -13 | -0.9% | -$2,166 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $24.62万 | 0.00% | 4,842 | 4,842 | — | $24.62万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $24.66万 | 0.00% | 14,421 | -1,678 | -10.4% | -$2.87万 | 减仓 |
| — | TIDAL TRUST I | $24.67万 | 0.00% | 3,965 | -90 | -2.2% | -$5,600 | 减仓 |
| PJT | PJT PARTNERS INC | $24.80万 | 0.00% | 1,643 | 112 | 7.3% | $1.69万 | 加仓 |
| ATRO | ASTRONICS CORP | $24.81万 | 0.00% | 3,053 | -49 | -1.6% | -$3,982 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $24.84万 | 0.00% | 18,872 | 1,302 | 7.4% | $1.71万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $24.86万 | 0.00% | 2,220 | -216 | -8.9% | -$2.42万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $24.88万 | 0.00% | 208,000 | 69,000 | 49.6% | $8.25万 | 加仓 |
| BUG | GLOBAL X FDS | $24.89万 | 0.00% | 6,517 | 6,517 | — | $24.89万 | 新建仓 |
| — | BOEING CO | $24.92万 | 0.00% | 3,703 | -105 | -2.8% | -$7,067 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $24.93万 | 0.00% | 4,476 | 66 | 1.5% | $3,676 | 加仓 |
| ISTB | ISHARES TR | $24.99万 | 0.00% | 5,180 | -297 | -5.4% | -$1.43万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $24.99万 | 0.00% | 739 | -16 | -2.1% | -$5,411 | 减仓 |
| — | NUSHARES ETF TR | $25.05万 | 0.00% | 7,697 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $25.11万 | 0.00% | 5,210 | -2,464 | -32.1% | -$11.87万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $25.15万 | 0.00% | 2,691 | -59 | -2.1% | -$5,514 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $25.20万 | 0.00% | 12,379 | 1,077 | 9.5% | $2.19万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $25.31万 | 0.00% | 8,867 | 246 | 2.9% | $7,023 | 加仓 |
| ICUI | ICU MED INC | $25.35万 | 0.00% | 1,729 | 1,729 | — | $25.35万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $25.38万 | 0.00% | 891 | -206 | -18.8% | -$5.87万 | 减仓 |
| VVV | VALVOLINE INC | $25.43万 | 0.00% | 6,431 | -3,648 | -36.2% | -$14.42万 | 减仓 |
| EWW | ISHARES INC | $25.44万 | 0.00% | 3,394 | -19 | -0.6% | -$1,424 | 减仓 |
| IOO | ISHARES TR | $25.45万 | 0.00% | 1,863 | 1,863 | — | $25.45万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $25.47万 | 0.00% | 12,252 | 12,252 | — | $25.47万 | 新建仓 |
| SN | SHARKNINJA INC | $25.48万 | 0.00% | 1,674 | -97 | -5.5% | -$1.48万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $25.50万 | 0.00% | 6,617 | 6,617 | — | $25.50万 | 新建仓 |
| AS | AMER SPORTS INC | $25.54万 | 0.00% | 7,547 | 7,547 | — | $25.54万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $25.57万 | 0.00% | 6,257 | -394 | -5.9% | -$1.61万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $25.59万 | 0.00% | 3,456 | -1,232 | -26.3% | -$9.12万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $25.59万 | 0.00% | 24,006 | 1,363 | 6.0% | $1.45万 | 加仓 |
| PFFA | ETFIS SER TR I | $25.67万 | 0.00% | 12,479 | 1,044 | 9.1% | $2.15万 | 加仓 |
| HYGV | FLEXSHARES TR | $25.70万 | 0.00% | 6,385 | 437 | 7.3% | $1.76万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $25.72万 | 0.00% | 4,403 | -607 | -12.1% | -$3.55万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $25.73万 | 0.00% | 814 | 814 | — | $25.73万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $25.73万 | 0.00% | 3,775 | 3,775 | — | $25.73万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $25.87万 | 0.00% | 3,542 | -76 | -2.1% | -$5,550 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $25.87万 | 0.00% | 5,867 | 5,867 | — | $25.87万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $25.93万 | 0.00% | 2,423 | -843 | -25.8% | -$9.02万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $25.93万 | 0.00% | 203 | 203 | — | $25.93万 | 新建仓 |
| REZ | ISHARES TR | $25.94万 | 0.00% | 2,739 | -391 | -12.5% | -$3.70万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $25.94万 | 0.00% | 26,908 | 11,909 | 79.4% | $11.48万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $26.01万 | 0.00% | 3,125 | 3,125 | — | $26.01万 | 新建仓 |
| AIA | ISHARES TR | $26.10万 | 0.00% | 1,842 | -122 | -6.2% | -$1.73万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $26.14万 | 0.00% | 2,468 | 2,468 | — | $26.14万 | 新建仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $26.20万 | 0.00% | 11,200 | 0 | 0.0% | — | 不变 |
| NBH | NEUBERGER MUN FD INC | $26.37万 | 0.00% | 24,991 | 6,214 | 33.1% | $6.56万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.49万 | 0.00% | 1,256 | 1,256 | — | $26.49万 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $26.54万 | 0.00% | 5,472 | -1,675 | -23.4% | -$8.12万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $26.57万 | 0.00% | 2,660 | -129 | -4.6% | -$1.29万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $26.89万 | 0.00% | 3,526 | 2 | 0.1% | $153 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $26.91万 | 0.00% | 5,541 | -172 | -3.0% | -$8,352 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $26.95万 | 0.00% | 6,422 | 6,422 | — | $26.95万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $26.97万 | 0.00% | 12,403 | 3,153 | 34.1% | $6.86万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $26.99万 | 0.00% | 10,553 | -432 | -3.9% | -$1.11万 | 减仓 |
| — | QORVO INC | $27.01万 | 0.00% | 2,896 | 44 | 1.5% | $4,104 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $27.08万 | 0.00% | 7,661 | -4,672 | -37.9% | -$16.51万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $27.10万 | 0.00% | 5,429 | 617 | 12.8% | $3.08万 | 加仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $27.13万 | 0.00% | 8,113 | 8,113 | — | $27.13万 | 新建仓 |