13F 机构持仓

&PARTNERS

NASHVILLE TN · SEC CIK 0000107136

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$243.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.5%
IVV 2.9%
IJH 2.6%
NVDA 2.5%
MSFT 2.3%
AGG 1.7%
DFAI 1.7%
AVGO 1.5%
GOOGL 1.4%
IEFA 1.4%

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
AAPL APPLE INC $8.58亿3.52%2,974,072 193,2787.0% $5,578.27万 加仓
IVV ISHARES TR $7.02亿2.88%936,468 85,31810.0% $6,395.76万 加仓
IJH ISHARES TR $6.43亿2.64%8,336,989 559,1867.2% $4,313.11万 加仓
NVDA NVIDIA CORPORATION $5.98亿2.46%2,989,211 345,37713.1% $6,913.66万 加仓
MSFT MICROSOFT CORP $5.66亿2.32%1,521,203 110,2197.8% $4,103.10万 加仓
AGG ISHARES TR $4.21亿1.73%4,253,416 336,5858.6% $3,330.77万 加仓
DFAI DIMENSIONAL ETF TRUST $4.06亿1.66%9,826,699 721,5277.9% $2,978.15万 加仓
AVGO BROADCOM INC $3.61亿1.48%956,184 72,5908.2% $2,742.22万 加仓
GOOGL ALPHABET INC $3.43亿1.41%959,152 50,6375.6% $1,810.42万 加仓
IEFA ISHARES TR $3.31亿1.36%3,429,402 124,7143.8% $1,204.90万 加仓
AMZN AMAZON COM INC $3.22亿1.32%1,356,188 94,4527.5% $2,243.47万 加仓
JPM JPMORGAN CHASE & CO $3.06亿1.26%935,957 -661-0.1% -$21.63万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2.51亿1.03%336,534 28,2189.2% $2,107.05万 加仓
MU MICRON TECHNOLOGY INC $2.49亿1.02%214,598 21,33111.0% $2,470.68万 加仓
VOO VANGUARD INDEX FDS $2.41亿0.99%353,195 49,45616.3% $3,376.52万 加仓
LLY ELI LILLY & CO $2.17亿0.89%180,745 9,0495.3% $1,086.35万 加仓
BNDX VANGUARD CHARLOTTE FDS $2.10亿0.86%4,325,800 366,1569.2% $1,773.88万 加仓
JNJ JOHNSON & JOHNSON $2.06亿0.84%809,873 49,1436.5% $1,248.17万 加仓
VUG VANGUARD INDEX FDS $1.86亿0.76%2,160,364 233,86612.1% $2,014.08万 加仓
IEMG ISHARES INC $1.75亿0.72%2,115,509 132,5236.7% $1,098.32万 加仓
META META PLATFORMS INC $1.71亿0.70%303,172 22,3167.9% $1,255.90万 加仓
WMT WALMART INC $1.63亿0.67%1,439,555 77,4775.7% $876.47万 加仓
GOOG ALPHABET INC $1.51亿0.62%423,378 40,72510.6% $1,449.62万 加仓
V VISA INC $1.49亿0.61%434,725 33,6008.4% $1,153.35万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1.44亿0.59%607,172 36,3916.4% $860.65万 加仓
QUAL ISHARES TR $1.44亿0.59%653,307 -12,405-1.9% -$272.52万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1.42亿0.58%2,876,171 228,3378.6% $1,126.27万 加仓
CSCO CISCO SYS INC $1.39亿0.57%1,185,234 83,7317.6% $983.05万 加仓
VEA VANGUARD TAX-MANAGED FDS $1.37亿0.56%1,916,431 595,21745.1% $4,240.90万 加仓
VTV VANGUARD INDEX FDS $1.32亿0.54%603,952 104,53920.9% $2,277.70万 加仓
AMAT APPLIED MATLS INC $1.31亿0.54%181,284 12,0277.1% $867.79万 加仓
IJR ISHARES TR $1.27亿0.52%854,086 40,2314.9% $597.55万 加仓
COST COSTCO WHOLESALE CORPORATION $1.23亿0.51%131,634 14,15612.0% $1,324.66万 加仓
CAT CATERPILLAR INC $1.18亿0.48%110,167 1,9241.8% $205.47万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1.18亿0.48%234,928 18,5708.6% $929.61万 加仓
BSV VANGUARD BD INDEX FDS $1.14亿0.47%1,466,522 170,02613.1% $1,325.03万 加仓
QQQ INVESCO QQQ TR $1.12亿0.46%152,043 20,87215.9% $1,535.70万 加仓
VTI VANGUARD INDEX FDS $1.11亿0.46%300,858 42,33116.4% $1,566.12万 加仓
GS GOLDMAN SACHS GROUP INC $1.09亿0.45%108,055 -400-0.4% -$40.48万 减仓
ABBV ABBVIE INC $1.07亿0.44%425,683 28,7597.2% $723.90万 加仓
TSLA TESLA INC $1.07亿0.44%254,220 8,9173.6% $375.43万 加仓
CGGR CAPITAL GROUP GROWTH ETF $1.07亿0.44%2,262,117 22,6631.0% $107.02万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $1.07亿0.44%4,779,471 -121,938-2.5% -$271.97万 减仓
AMGN AMGEN INC $1.02亿0.42%280,838 8060.3% $29.18万 加仓
— EXXON MOBIL CORP $1.00亿0.41%732,418 17,4672.4% $238.73万 加仓
HD HOME DEPOT INC $9,770.24万0.40%277,010 13,7705.2% $485.67万 加仓
VO VANGUARD INDEX FDS $9,688.86万0.40%1,202,798 121,44611.2% $978.28万 加仓
PNC PNC FINL SVCS GROUP INC $9,289.11万0.38%376,961 22,7526.4% $560.66万 加仓
MCD MCDONALDS CORP $8,878.26万0.36%328,339 17,8365.7% $482.28万 加仓
BLK BLACKROCK INC $8,833.35万0.36%91,869 7,9609.5% $765.37万 加仓
CVX CHEVRON CORPORATION $8,796.99万0.36%530,923 7,8191.5% $129.55万 加仓
ADI ANALOG DEVICES INC $8,677.80万0.36%218,626 17,9849.0% $713.83万 加仓
PG PROCTER & GAMBLE CO $8,672.55万0.36%591,584 -95,221-13.9% -$1,395.93万 减仓
AVLV AMERICAN CENTY ETF TR $8,516.34万0.35%933,121 41,6574.7% $380.19万 加仓
EVIM MORGAN STANLEY ETF TRUST $8,478.45万0.35%1,589,828 136,7129.4% $729.08万 加仓
XLK SELECT SECTOR SPDR TR $8,330.49万0.34%437,082 -3,824-0.9% -$72.88万 减仓
NEE NEXTERA ENERGY INC $8,018.13万0.33%913,761 65,8047.8% $577.42万 加仓
IBM INTERNATIONAL BUSINESS MACHS $7,812.40万0.32%269,706 23,0409.3% $667.39万 加仓
ETN EATON CORP PLC $7,808.77万0.32%183,176 18,41611.2% $785.07万 加仓
AFL AFLAC INC $7,714.65万0.32%658,408 67,82811.5% $794.75万 加仓
AVDE AMERICAN CENTY ETF TR $7,658.19万0.31%858,519 64,5188.1% $575.52万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $7,648.74万0.31%1,805,738 -138,756-7.1% -$587.74万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $7,270.88万0.30%151,689 20,66915.8% $990.72万 加仓
PANW PALO ALTO NETWORKS INC $7,261.36万0.30%213,317 -61,522-22.4% -$2,094.22万 减仓
MRK MERCK & CO INC $7,229.82万0.30%562,388 55,79411.0% $717.26万 加仓
ADP AUTOMATIC DATA PROCESSING IN $7,137.99万0.29%318,744 26,1488.9% $585.56万 加仓
VWO VANGUARD INTL EQUITY INDEX F $7,074.38万0.29%1,185,271 119,20111.2% $711.46万 加仓
VZ VERIZON COMMUNICATIONS INC $7,052.11万0.29%1,666,682 -54,531-3.2% -$230.73万 减仓
AMD ADVANCED MICRO DEVICES INC $7,045.84万0.29%121,087 1,0710.9% $62.32万 加仓
GD GENERAL DYNAMICS CORP $7,017.36万0.29%198,131 13,3967.3% $474.46万 加仓
JAAA JANUS DETROIT STR TR $6,999.98万0.29%1,382,506 204,88117.4% $1,037.36万 加仓
CB CHUBB LIMITED $6,834.06万0.28%200,613 15,3718.3% $523.63万 加仓
TJX TJX COS INC NEW $6,437.54万0.26%424,987 34,6508.9% $524.86万 加仓
PEP PEPSICO INC $6,374.49万0.26%471,030 20,3334.5% $275.17万 加仓
LOW LOWES COS INC $6,300.55万0.26%286,055 6,8692.5% $151.29万 加仓
ITOT ISHARES TR $6,295.41万0.26%382,673 16,7154.6% $274.98万 加仓
CEG CONSTELLATION ENERGY CORP $6,162.59万0.25%248,107 22,55110.0% $560.13万 加仓
LRCX LAM RESEARCH CORP $5,987.46万0.25%137,597 7,8336.0% $340.85万 加仓
GE GE AEROSPACE $5,984.18万0.25%160,214 10,5047.0% $392.34万 加仓
VCIT VANGUARD SCOTTSDALE FDS $5,865.97万0.24%709,689 109,15918.2% $902.26万 加仓
LIN LINDE PLC $5,537.00万0.23%106,787 11,38311.9% $590.22万 加仓
IVW ISHARES TR $5,531.96万0.23%401,071 -35,471-8.1% -$489.25万 减仓
VB VANGUARD INDEX FDS $5,528.81万0.23%182,529 21,11213.1% $639.48万 加仓
ABT ABBOTT LABORATORIES $5,475.52万0.22%602,718 26,5734.6% $241.41万 加仓
DYNF BLACKROCK ETF TRUST $5,439.58万0.22%797,304 215,52537.0% $1,470.41万 加仓
WMB WILLIAMS COS INC $5,425.57万0.22%729,623 37,8605.5% $281.53万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $5,422.94万0.22%1,217,530 -62,040-4.8% -$276.33万 减仓
EOG EOG RES INC $5,396.48万0.22%415,549 -11,211-2.6% -$145.59万 减仓
GLD SPDR GOLD TR $5,338.85万0.22%144,903 1,4111.0% $51.99万 加仓
QCOM QUALCOMM INC $5,315.57万0.22%285,912 -4,618-1.6% -$85.86万 减仓
PLTR PALANTIR TECHNOLOGIES INC $5,297.14万0.22%450,237 -14,453-3.1% -$170.04万 减仓
ORCL ORACLE CORP $5,232.12万0.21%357,315 33,72610.4% $493.85万 加仓
RSP INVESCO EXCHANGE TRADED FD T $5,179.09万0.21%243,367 -8,875-3.5% -$188.87万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $5,167.60万0.21%1,491,516 46,5193.2% $161.17万 加仓
UNH UNITEDHEALTH GROUP INC $5,112.82万0.21%123,068 18,75218.0% $779.05万 加仓
RTX RTX CORPORATION $5,086.04万0.21%268,122 10,4894.1% $198.97万 加仓
GILD GILEAD SCIENCES INC $5,084.85万0.21%403,145 18,8774.9% $238.09万 加仓
KLAC KLA CORP $4,939.59万0.20%163,510 19,62013.6% $592.71万 加仓
MA MASTERCARD INCORPORATED $4,855.58万0.20%94,251 9,98211.8% $514.25万 加仓
CRWD CROWDSTRIKE HLDGS INC $4,826.58万0.20%63,153 1,7632.9% $134.74万 加仓