&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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $4,795.92万 | 0.20% | 283,968 | 20,758 | 7.9% | $350.58万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,746.50万 | 0.19% | 163,530 | 22,182 | 15.7% | $643.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,661.87万 | 0.19% | 325,936 | 29,131 | 9.8% | $416.66万 | 加仓 |
| IUSB | ISHARES TR | $4,640.46万 | 0.19% | 1,005,912 | -224,013 | -18.2% | -$1,033.41万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,583.32万 | 0.19% | 500,157 | 49,698 | 11.0% | $455.42万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4,533.36万 | 0.19% | 89,015 | 9,487 | 11.9% | $483.15万 | 加仓 |
| IVE | ISHARES TR | $4,498.20万 | 0.18% | 197,652 | -2,493 | -1.2% | -$56.74万 | 减仓 |
| ASML | ASML HLDG NV | $4,423.87万 | 0.18% | 22,290 | 2,443 | 12.3% | $484.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4,401.06万 | 0.18% | 368,011 | 10,907 | 3.1% | $130.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4,378.68万 | 0.18% | 257,907 | 110,747 | 75.3% | $1,880.23万 | 加仓 |
| CRM | SALESFORCE INC | $4,337.54万 | 0.18% | 276,936 | 104,713 | 60.8% | $1,640.08万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,326.16万 | 0.18% | 758,904 | 48,629 | 6.8% | $277.21万 | 加仓 |
| KO | COCA COLA CO | $4,269.16万 | 0.18% | 525,258 | 41,537 | 8.6% | $337.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4,250.76万 | 0.17% | 554,565 | 97,041 | 21.2% | $743.82万 | 加仓 |
| GRMN | GARMIN LTD | $4,245.39万 | 0.17% | 178,484 | 14,716 | 9.0% | $350.03万 | 加仓 |
| NOW | SERVICENOW INC | $4,219.13万 | 0.17% | 425,268 | 159,558 | 60.0% | $1,582.99万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $4,192.38万 | 0.17% | 714,646 | 52,367 | 7.9% | $307.20万 | 加仓 |
| GEV | GE VERNOVA INC | $4,133.61万 | 0.17% | 35,193 | 7,084 | 25.2% | $832.05万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4,127.72万 | 0.17% | 301,462 | 20,128 | 7.2% | $275.60万 | 加仓 |
| GWW | WW GRAINGER INC | $4,016.43万 | 0.16% | 29,573 | 3,427 | 13.1% | $465.44万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,993.87万 | 0.16% | 147,720 | 3,387 | 2.3% | $91.57万 | 加仓 |
| COP | CONOCOPHILLIPS | $3,952.18万 | 0.16% | 380,430 | 16,772 | 4.6% | $174.24万 | 加仓 |
| PAYX | PAYCHEX INC | $3,919.45万 | 0.16% | 398,076 | 26,726 | 7.2% | $263.14万 | 加仓 |
| UNP | UNION PAC CORP | $3,845.03万 | 0.16% | 141,283 | 7,698 | 5.8% | $209.50万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $3,827.01万 | 0.16% | 1,005,263 | 149,811 | 17.5% | $570.33万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,755.46万 | 0.15% | 664,513 | 4,887 | 0.7% | $27.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,697.13万 | 0.15% | 504,781 | -53,550 | -9.6% | -$392.21万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,674.11万 | 0.15% | 233,927 | 21,631 | 10.2% | $339.74万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,665.41万 | 0.15% | 123,062 | 17,213 | 16.3% | $512.69万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,663.07万 | 0.15% | 517,054 | 457,254 | 764.6% | $3,239.42万 | 加仓 |
| MS | MORGAN STANLEY | $3,628.91万 | 0.15% | 173,994 | 17,659 | 11.3% | $368.31万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,574.86万 | 0.15% | 1,713,166 | 215,595 | 14.4% | $449.88万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,536.20万 | 0.15% | 819,967 | 88,317 | 12.1% | $380.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,487.27万 | 0.14% | 192,773 | 9,307 | 5.1% | $168.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,398.13万 | 0.14% | 214,968 | 17,727 | 9.0% | $280.22万 | 加仓 |
| MMM | 3M CO | $3,373.10万 | 0.14% | 208,131 | 54,374 | 35.4% | $881.22万 | 加仓 |
| FEGE | RBB FUND TRUST | $3,369.81万 | 0.14% | 686,176 | 313,837 | 84.3% | $1,541.25万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,301.84万 | 0.14% | 112,605 | 5,471 | 5.1% | $160.42万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3,300.89万 | 0.14% | 33,751 | 9,619 | 39.9% | $940.75万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,299.72万 | 0.14% | 167,087 | 25,670 | 18.2% | $506.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,277.00万 | 0.13% | 446,593 | -22,020 | -4.7% | -$161.58万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $3,270.91万 | 0.13% | 1,965,711 | 53,199 | 2.8% | $88.52万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,152.33万 | 0.13% | 623,361 | 150,239 | 31.8% | $759.76万 | 加仓 |
| GLW | CORNING INC | $3,129.40万 | 0.13% | 122,787 | -309 | -0.3% | -$7.88万 | 减仓 |
| IWM | ISHARES TR | $3,061.82万 | 0.13% | 102,163 | -10,612 | -9.4% | -$318.04万 | 减仓 |
| IWF | ISHARES TR | $3,056.67万 | 0.13% | 246,796 | 13,516 | 5.8% | $167.40万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,046.49万 | 0.13% | 125,363 | 19,834 | 18.8% | $481.99万 | 加仓 |
| EFA | ISHARES TR | $3,034.25万 | 0.12% | 292,096 | 16,579 | 6.0% | $172.22万 | 加仓 |
| BA | BOEING CO | $3,025.34万 | 0.12% | 139,730 | -2,961 | -2.1% | -$64.11万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $2,952.62万 | 0.12% | 785,299 | 142,814 | 22.2% | $536.96万 | 加仓 |
| FLXR | TCW ETF TRUST | $2,915.58万 | 0.12% | 743,655 | 540,831 | 266.7% | $2,120.39万 | 加仓 |
| T | AT&T INC | $2,907.48万 | 0.12% | 1,403,810 | 45,049 | 3.3% | $93.30万 | 加仓 |
| DGRO | ISHARES TR | $2,905.54万 | 0.12% | 382,727 | -1,037 | -0.3% | -$7.87万 | 减仓 |
| NFLX | NETFLIX INC. | $2,901.31万 | 0.12% | 405,813 | 24,270 | 6.4% | $173.52万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,889.79万 | 0.12% | 345,090 | -2,727 | -0.8% | -$22.84万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,876.75万 | 0.12% | 84,996 | -1,347 | -1.6% | -$45.59万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,859.62万 | 0.12% | 352,932 | 21,112 | 6.4% | $171.06万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,851.09万 | 0.12% | 200,039 | -201 | -0.1% | -$2.86万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,845.66万 | 0.12% | 222,661 | 4,012 | 1.8% | $51.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,810.14万 | 0.12% | 222,048 | 6,320 | 2.9% | $79.98万 | 加仓 |
| C | CITIGROUP INC | $2,803.22万 | 0.12% | 200,408 | 12,065 | 6.4% | $168.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,797.68万 | 0.11% | 223,710 | 43,510 | 24.1% | $544.13万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,796.77万 | 0.11% | 792,699 | 38,674 | 5.1% | $136.45万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,779.91万 | 0.11% | 42,366 | -629 | -1.5% | -$41.27万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,772.40万 | 0.11% | 90,532 | 17,511 | 24.0% | $536.25万 | 加仓 |
| APH | AMPHENOL CORP | $2,763.05万 | 0.11% | 153,642 | 12,378 | 8.8% | $222.60万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,755.68万 | 0.11% | 312,826 | 9,856 | 3.3% | $86.82万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,747.53万 | 0.11% | 238,721 | -11,014 | -4.4% | -$126.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,713.74万 | 0.11% | 343,297 | 790 | 0.2% | $6.24万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,698.72万 | 0.11% | 78,507 | -30,382 | -27.9% | -$1,044.40万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,694.23万 | 0.11% | 264,206 | -9,761 | -3.6% | -$99.54万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,686.84万 | 0.11% | 164,300 | 10,555 | 6.9% | $172.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,680.22万 | 0.11% | 214,294 | 5,822 | 2.8% | $72.82万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $2,666.08万 | 0.11% | 290,817 | 279,347 | 2,435.5% | $2,560.93万 | 加仓 |
| USFR | WISDOMTREE TR | $2,657.84万 | 0.11% | 527,440 | 24,989 | 5.0% | $125.92万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,638.24万 | 0.11% | 124,363 | 2,180 | 1.8% | $46.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,636.12万 | 0.11% | 88,758 | -3,304 | -3.6% | -$98.13万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2,624.48万 | 0.11% | 145,923 | 6,639 | 4.8% | $119.40万 | 加仓 |
| INTC | INTEL CORP | $2,615.23万 | 0.11% | 187,133 | -1,221 | -0.6% | -$17.06万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2,613.40万 | 0.11% | 965,395 | 248,089 | 34.6% | $671.60万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,606.76万 | 0.11% | 140,658 | 89,076 | 172.7% | $1,650.81万 | 加仓 |
| MCK | MCKESSON CORP | $2,602.26万 | 0.11% | 34,652 | 3,141 | 10.0% | $235.88万 | 加仓 |
| NUE | NUCOR CORP | $2,595.74万 | 0.11% | 116,533 | -32,730 | -21.9% | -$729.05万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,593.83万 | 0.11% | 521,063 | 123,379 | 31.0% | $614.18万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $2,570.76万 | 0.11% | 1,568,920 | 61,993 | 4.1% | $101.58万 | 加仓 |
| OEF | ISHARES TR | $2,485.27万 | 0.10% | 68,534 | -18,826 | -21.5% | -$682.69万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,470.94万 | 0.10% | 342,927 | 46,917 | 15.8% | $338.06万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,438.60万 | 0.10% | 460,368 | 163,969 | 55.3% | $868.55万 | 加仓 |
| EMEQ | NOMURA ETF TR | $2,433.89万 | 0.10% | 333,985 | -43,557 | -11.5% | -$317.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,424.87万 | 0.10% | 108,784 | 16,189 | 17.5% | $360.86万 | 加仓 |
| PULS | PGIM ETF TR | $2,423.95万 | 0.10% | 486,353 | 74,328 | 18.0% | $370.45万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2,386.60万 | 0.10% | 165,019 | 2,705 | 1.7% | $39.12万 | 加仓 |
| BX | BLACKSTONE INC | $2,378.31万 | 0.10% | 201,951 | 19,287 | 10.6% | $227.14万 | 加仓 |
| DE | DEERE & CO | $2,368.12万 | 0.10% | 37,245 | 2,079 | 5.9% | $132.19万 | 加仓 |
| PLD | PROLOGIS INC. | $2,366.47万 | 0.10% | 174,653 | 13,479 | 8.4% | $182.63万 | 加仓 |
| SNA | SNAP ON INC | $2,366.27万 | 0.10% | 58,748 | 2,177 | 3.8% | $87.69万 | 加仓 |
| GRNJ | TIDAL TRUST III | $2,340.65万 | 0.10% | 744,176 | 46,002 | 6.6% | $144.69万 | 加仓 |
| REGL | PROSHARES TR | $2,325.11万 | 0.10% | 253,581 | 9,784 | 4.0% | $89.71万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,324.40万 | 0.10% | 53,882 | -6,021 | -10.1% | -$259.74万 | 减仓 |
| NVS | NOVARTIS AG | $2,308.77万 | 0.09% | 147,424 | 4,600 | 3.2% | $72.04万 | 加仓 |