&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 |
|---|---|---|---|---|---|---|---|---|
| CHE | CHEMED CORP NEW | $27.15万 | 0.00% | 583 | -779 | -57.2% | -$36.28万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $27.29万 | 0.00% | 37,377 | -1,657 | -4.2% | -$1.21万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $27.35万 | 0.00% | 1,706 | -789 | -31.6% | -$12.65万 | 减仓 |
| IAT | ISHARES TR | $27.41万 | 0.00% | 4,406 | 124 | 2.9% | $7,714 | 加仓 |
| CAE | CAE INC | $27.48万 | 0.00% | 10,963 | 10,963 | — | $27.48万 | 新建仓 |
| TXG | 10X GENOMICS INC | $27.50万 | 0.00% | 7,172 | -6,448 | -47.3% | -$24.72万 | 减仓 |
| KT | KT CORP | $27.50万 | 0.00% | 15,931 | 325 | 2.1% | $5,611 | 加仓 |
| LMND | LEMONADE INC | $27.50万 | 0.00% | 4,227 | 872 | 26.0% | $5.67万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $27.53万 | 0.00% | 5,351 | 5,351 | — | $27.53万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $27.53万 | 0.00% | 3,969 | 744 | 23.1% | $5.16万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $27.57万 | 0.00% | 3,260 | -2,050 | -38.6% | -$17.34万 | 减仓 |
| FIVE | FIVE BELOW INC | $27.62万 | 0.00% | 1,535 | 1,535 | — | $27.62万 | 新建仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $27.63万 | 0.00% | 12,520 | -1,896 | -13.2% | -$4.18万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $27.63万 | 0.00% | 11,523 | 1,376 | 13.6% | $3.30万 | 加仓 |
| EWL | ISHARES INC | $27.67万 | 0.00% | 4,402 | 366 | 9.1% | $2.30万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $27.68万 | 0.00% | 4,030 | -1,668 | -29.3% | -$11.46万 | 减仓 |
| CNH | CNH INDL N V | $27.70万 | 0.00% | 24,662 | -83 | -0.3% | -$932 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $27.73万 | 0.00% | 31,016 | 208 | 0.7% | $1,860 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $27.77万 | 0.00% | 8,326 | 91 | 1.1% | $3,036 | 加仓 |
| — | TPG MTG INVTS TR INC | $27.80万 | 0.00% | 35,100 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $27.80万 | 0.00% | 7,757 | -2,422 | -23.8% | -$8.68万 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $27.82万 | 0.00% | 9,817 | 193 | 2.0% | $5,470 | 加仓 |
| RRC | RANGE RES CORP | $27.83万 | 0.00% | 7,484 | 811 | 12.2% | $3.02万 | 加仓 |
| BELFB | BEL FUSE INC | $27.85万 | 0.00% | 835 | 835 | — | $27.85万 | 新建仓 |
| — | NEXTERA ENERGY INC | $28.05万 | 0.00% | 5,278 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $28.05万 | 0.00% | 16,203 | 2,226 | 15.9% | $3.85万 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $28.06万 | 0.00% | 23,878 | 15 | 0.1% | $176 | 加仓 |
| — | NUVEEN NY AMT FREE | $28.07万 | 0.00% | 26,198 | 8,042 | 44.3% | $8.62万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $28.13万 | 0.00% | 12,590 | 352 | 2.9% | $7,866 | 加仓 |
| WTV | WISDOMTREE TR | $28.21万 | 0.00% | 2,774 | 39 | 1.4% | $3,967 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $28.27万 | 0.00% | 8,564 | 8,564 | — | $28.27万 | 新建仓 |
| TNET | TRINET GROUP INC | $28.30万 | 0.00% | 5,714 | -1,156 | -16.8% | -$5.72万 | 减仓 |
| BLBD | BLUE BIRD CORP | $28.31万 | 0.00% | 3,585 | 3,585 | — | $28.31万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $28.33万 | 0.00% | 10,966 | 2,161 | 24.5% | $5.58万 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $28.39万 | 0.00% | 15,083 | 54 | 0.4% | $1,016 | 加仓 |
| OTTR | OTTER TAIL CORP | $28.43万 | 0.00% | 3,160 | 406 | 14.7% | $3.65万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $28.46万 | 0.00% | 10,865 | 1,512 | 16.2% | $3.96万 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $28.49万 | 0.00% | 46,327 | -4,418 | -8.7% | -$2.72万 | 减仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $28.49万 | 0.00% | 11,087 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $28.50万 | 0.00% | 360 | -25 | -6.5% | -$1.98万 | 减仓 |
| JOBY | JOBY AVIATION INC | $28.56万 | 0.00% | 32,316 | 3,510 | 12.2% | $3.10万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $28.66万 | 0.00% | 8,144 | -636 | -7.2% | -$2.24万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $28.72万 | 0.00% | 6,014 | -6,096 | -50.3% | -$29.11万 | 减仓 |
| SSO | PROSHARES TR | $28.75万 | 0.00% | 4,266 | 8 | 0.2% | $539 | 加仓 |
| HDB | HDFC BANK LTD | $28.86万 | 0.00% | 11,173 | -1,728 | -13.4% | -$4.46万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $28.88万 | 0.00% | 6,001 | 1,147 | 23.6% | $5.52万 | 加仓 |
| EUSB | ISHARES TR | $28.97万 | 0.00% | 6,673 | 977 | 17.2% | $4.24万 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $29.03万 | 0.00% | 4,519 | 4,519 | — | $29.03万 | 新建仓 |
| MDA | MDA SPACE LTD | $29.08万 | 0.00% | 7,052 | 7,052 | — | $29.08万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $29.14万 | 0.00% | 833 | -128 | -13.3% | -$4.48万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $29.28万 | 0.00% | 1,082 | 1,082 | — | $29.28万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $29.31万 | 0.00% | 1,911 | 6 | 0.3% | $920 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $29.33万 | 0.00% | 38,541 | 15,868 | 70.0% | $12.08万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $29.36万 | 0.00% | 6,313 | -174 | -2.7% | -$8,094 | 减仓 |
| HEFA | ISHARES TR | $29.47万 | 0.00% | 5,945 | -10,399 | -63.6% | -$51.55万 | 减仓 |
| OXM | OXFORD INDS INC | $29.58万 | 0.00% | 8,484 | -289 | -3.3% | -$1.01万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $29.59万 | 0.00% | 7,560 | 7,560 | — | $29.59万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $29.62万 | 0.00% | 3,385 | 191 | 6.0% | $1.67万 | 加仓 |
| — | EMPIRE PETE CORP | $29.71万 | 0.00% | 110,857 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $29.79万 | 0.00% | 4,307 | 4,307 | — | $29.79万 | 新建仓 |
| GRFS | GRIFOLS S A | $29.83万 | 0.00% | 42,142 | 9,425 | 28.8% | $6.67万 | 加仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $29.88万 | 0.00% | 7,788 | 714 | 10.1% | $2.74万 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $29.89万 | 0.00% | 5,800 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $29.89万 | 0.00% | 5,481 | 531 | 10.7% | $2.90万 | 加仓 |
| KGC | KINROSS GOLD CORP | $29.97万 | 0.00% | 12,690 | 1,950 | 18.2% | $4.61万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $30.03万 | 0.00% | 11,824 | -710 | -5.7% | -$1.80万 | 减仓 |
| — | GLOBAL X FDS | $30.05万 | 0.00% | 13,215 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $30.12万 | 0.00% | 5,811 | 695 | 13.6% | $3.60万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $30.16万 | 0.00% | 11,047 | -15,338 | -58.1% | -$41.87万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $30.22万 | 0.00% | 2,243 | 474 | 26.8% | $6.39万 | 加仓 |
| POST | POST HLDGS INC | $30.30万 | 0.00% | 3,440 | -5,196 | -60.2% | -$45.77万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $30.48万 | 0.00% | 25,191 | 1,261 | 5.3% | $1.53万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $30.54万 | 0.00% | 10,232 | 215 | 2.1% | $6,418 | 加仓 |
| IEO | ISHARES TR | $30.55万 | 0.00% | 2,782 | -238 | -7.9% | -$2.61万 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $30.60万 | 0.00% | 6,713 | -48 | -0.7% | -$2,188 | 减仓 |
| PODD | INSULET CORP | $30.60万 | 0.00% | 2,062 | -233 | -10.2% | -$3.46万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $30.66万 | 0.00% | 8,842 | -1,502 | -14.5% | -$5.21万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $30.72万 | 0.00% | 2,149 | -89 | -4.0% | -$1.27万 | 减仓 |
| OVV | OVINTIV INC | $30.76万 | 0.00% | 5,843 | 187 | 3.3% | $9,844 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $30.88万 | 0.00% | 7,017 | -49 | -0.7% | -$2,156 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $30.96万 | 0.00% | 29,208 | 154 | 0.5% | $1,632 | 加仓 |
| FUL | FULLER H B CO | $31.05万 | 0.00% | 5,325 | -1,935 | -26.7% | -$11.28万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $31.09万 | 0.00% | 4,624 | 4,624 | — | $31.09万 | 新建仓 |
| IREN | IREN LIMITED | $31.11万 | 0.00% | 6,788 | -4,845 | -41.6% | -$22.21万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $31.25万 | 0.00% | 3,731 | -269 | -6.7% | -$2.25万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $31.27万 | 0.00% | 8,104 | 2 | 0.0% | $77 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $31.37万 | 0.00% | 25,200 | 200 | 0.8% | $2,490 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $31.41万 | 0.00% | 3,017 | -12,008 | -79.9% | -$125.01万 | 重新持有 |
| EUAD | SPINNAKER ETF SERIES | $31.42万 | 0.00% | 7,450 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $31.56万 | 0.00% | 2,765 | -65 | -2.3% | -$7,420 | 减仓 |
| DIOD | DIODES INC | $31.57万 | 0.00% | 2,885 | 2,885 | — | $31.57万 | 新建仓 |
| JACK | JACK IN THE BOX INC | $31.70万 | 0.00% | 20,051 | 7,730 | 62.7% | $12.22万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $31.88万 | 0.00% | 14,083 | -1,650 | -10.5% | -$3.74万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $31.91万 | 0.00% | 5,666 | 7 | 0.1% | $394 | 加仓 |
| TTEK | TETRA TECH INC NEW | $31.96万 | 0.00% | 11,063 | -4,782 | -30.2% | -$13.82万 | 减仓 |
| BMI | BADGER METER INC | $32.02万 | 0.00% | 2,158 | 373 | 20.9% | $5.53万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $32.11万 | 0.00% | 29,484 | 360 | 1.2% | $3,920 | 加仓 |
| PPLI | PEOPLE INC | $32.13万 | 0.00% | 6,960 | 1,124 | 19.3% | $5.19万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $32.15万 | 0.00% | 10,792 | 10,792 | — | $32.15万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.00% | 3,292 | -582 | -15.0% | -$5.70万 | 减仓 |