&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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8.58亿 | 3.52% | 2,974,072 | 193,278 | 7.0% | $5,578.27万 | 加仓 |
| IVV | ISHARES TR | $7.02亿 | 2.88% | 936,468 | 85,318 | 10.0% | $6,395.76万 | 加仓 |
| IJH | ISHARES TR | $6.43亿 | 2.64% | 8,336,989 | 559,186 | 7.2% | $4,313.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.98亿 | 2.46% | 2,989,211 | 345,377 | 13.1% | $6,913.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.66亿 | 2.32% | 1,521,203 | 110,219 | 7.8% | $4,103.10万 | 加仓 |
| AGG | ISHARES TR | $4.21亿 | 1.73% | 4,253,416 | 336,585 | 8.6% | $3,330.77万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4.06亿 | 1.66% | 9,826,699 | 721,527 | 7.9% | $2,978.15万 | 加仓 |
| AVGO | BROADCOM INC | $3.61亿 | 1.48% | 956,184 | 72,590 | 8.2% | $2,742.22万 | 加仓 |
| GOOGL | ALPHABET INC | $3.43亿 | 1.41% | 959,152 | 50,637 | 5.6% | $1,810.42万 | 加仓 |
| IEFA | ISHARES TR | $3.31亿 | 1.36% | 3,429,402 | 124,714 | 3.8% | $1,204.90万 | 加仓 |
| AMZN | AMAZON COM INC | $3.22亿 | 1.32% | 1,356,188 | 94,452 | 7.5% | $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 | 28,218 | 9.2% | $2,107.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.49亿 | 1.02% | 214,598 | 21,331 | 11.0% | $2,470.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.41亿 | 0.99% | 353,195 | 49,456 | 16.3% | $3,376.52万 | 加仓 |
| LLY | ELI LILLY & CO | $2.17亿 | 0.89% | 180,745 | 9,049 | 5.3% | $1,086.35万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.10亿 | 0.86% | 4,325,800 | 366,156 | 9.2% | $1,773.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.06亿 | 0.84% | 809,873 | 49,143 | 6.5% | $1,248.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.86亿 | 0.76% | 2,160,364 | 233,866 | 12.1% | $2,014.08万 | 加仓 |
| IEMG | ISHARES INC | $1.75亿 | 0.72% | 2,115,509 | 132,523 | 6.7% | $1,098.32万 | 加仓 |
| META | META PLATFORMS INC | $1.71亿 | 0.70% | 303,172 | 22,316 | 7.9% | $1,255.90万 | 加仓 |
| WMT | WALMART INC | $1.63亿 | 0.67% | 1,439,555 | 77,477 | 5.7% | $876.47万 | 加仓 |
| GOOG | ALPHABET INC | $1.51亿 | 0.62% | 423,378 | 40,725 | 10.6% | $1,449.62万 | 加仓 |
| V | VISA INC | $1.49亿 | 0.61% | 434,725 | 33,600 | 8.4% | $1,153.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.44亿 | 0.59% | 607,172 | 36,391 | 6.4% | $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 | 228,337 | 8.6% | $1,126.27万 | 加仓 |
| CSCO | CISCO SYS INC | $1.39亿 | 0.57% | 1,185,234 | 83,731 | 7.6% | $983.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.37亿 | 0.56% | 1,916,431 | 595,217 | 45.1% | $4,240.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.32亿 | 0.54% | 603,952 | 104,539 | 20.9% | $2,277.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.31亿 | 0.54% | 181,284 | 12,027 | 7.1% | $867.79万 | 加仓 |
| IJR | ISHARES TR | $1.27亿 | 0.52% | 854,086 | 40,231 | 4.9% | $597.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.23亿 | 0.51% | 131,634 | 14,156 | 12.0% | $1,324.66万 | 加仓 |
| CAT | CATERPILLAR INC | $1.18亿 | 0.48% | 110,167 | 1,924 | 1.8% | $205.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.18亿 | 0.48% | 234,928 | 18,570 | 8.6% | $929.61万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.14亿 | 0.47% | 1,466,522 | 170,026 | 13.1% | $1,325.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.12亿 | 0.46% | 152,043 | 20,872 | 15.9% | $1,535.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.11亿 | 0.46% | 300,858 | 42,331 | 16.4% | $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 | 28,759 | 7.2% | $723.90万 | 加仓 |
| TSLA | TESLA INC | $1.07亿 | 0.44% | 254,220 | 8,917 | 3.6% | $375.43万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.07亿 | 0.44% | 2,262,117 | 22,663 | 1.0% | $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 | 806 | 0.3% | $29.18万 | 加仓 |
| — | EXXON MOBIL CORP | $1.00亿 | 0.41% | 732,418 | 17,467 | 2.4% | $238.73万 | 加仓 |
| HD | HOME DEPOT INC | $9,770.24万 | 0.40% | 277,010 | 13,770 | 5.2% | $485.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $9,688.86万 | 0.40% | 1,202,798 | 121,446 | 11.2% | $978.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $9,289.11万 | 0.38% | 376,961 | 22,752 | 6.4% | $560.66万 | 加仓 |
| MCD | MCDONALDS CORP | $8,878.26万 | 0.36% | 328,339 | 17,836 | 5.7% | $482.28万 | 加仓 |
| BLK | BLACKROCK INC | $8,833.35万 | 0.36% | 91,869 | 7,960 | 9.5% | $765.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $8,796.99万 | 0.36% | 530,923 | 7,819 | 1.5% | $129.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $8,677.80万 | 0.36% | 218,626 | 17,984 | 9.0% | $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 | 41,657 | 4.7% | $380.19万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $8,478.45万 | 0.35% | 1,589,828 | 136,712 | 9.4% | $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 | 65,804 | 7.8% | $577.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,812.40万 | 0.32% | 269,706 | 23,040 | 9.3% | $667.39万 | 加仓 |
| ETN | EATON CORP PLC | $7,808.77万 | 0.32% | 183,176 | 18,416 | 11.2% | $785.07万 | 加仓 |
| AFL | AFLAC INC | $7,714.65万 | 0.32% | 658,408 | 67,828 | 11.5% | $794.75万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,658.19万 | 0.31% | 858,519 | 64,518 | 8.1% | $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 | 20,669 | 15.8% | $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 | 55,794 | 11.0% | $717.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,137.99万 | 0.29% | 318,744 | 26,148 | 8.9% | $585.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,074.38万 | 0.29% | 1,185,271 | 119,201 | 11.2% | $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 | 1,071 | 0.9% | $62.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $7,017.36万 | 0.29% | 198,131 | 13,396 | 7.3% | $474.46万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $6,999.98万 | 0.29% | 1,382,506 | 204,881 | 17.4% | $1,037.36万 | 加仓 |
| CB | CHUBB LIMITED | $6,834.06万 | 0.28% | 200,613 | 15,371 | 8.3% | $523.63万 | 加仓 |
| TJX | TJX COS INC NEW | $6,437.54万 | 0.26% | 424,987 | 34,650 | 8.9% | $524.86万 | 加仓 |
| PEP | PEPSICO INC | $6,374.49万 | 0.26% | 471,030 | 20,333 | 4.5% | $275.17万 | 加仓 |
| LOW | LOWES COS INC | $6,300.55万 | 0.26% | 286,055 | 6,869 | 2.5% | $151.29万 | 加仓 |
| ITOT | ISHARES TR | $6,295.41万 | 0.26% | 382,673 | 16,715 | 4.6% | $274.98万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,162.59万 | 0.25% | 248,107 | 22,551 | 10.0% | $560.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,987.46万 | 0.25% | 137,597 | 7,833 | 6.0% | $340.85万 | 加仓 |
| GE | GE AEROSPACE | $5,984.18万 | 0.25% | 160,214 | 10,504 | 7.0% | $392.34万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,865.97万 | 0.24% | 709,689 | 109,159 | 18.2% | $902.26万 | 加仓 |
| LIN | LINDE PLC | $5,537.00万 | 0.23% | 106,787 | 11,383 | 11.9% | $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 | 21,112 | 13.1% | $639.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,475.52万 | 0.22% | 602,718 | 26,573 | 4.6% | $241.41万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,439.58万 | 0.22% | 797,304 | 215,525 | 37.0% | $1,470.41万 | 加仓 |
| WMB | WILLIAMS COS INC | $5,425.57万 | 0.22% | 729,623 | 37,860 | 5.5% | $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 | 1,411 | 1.0% | $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 | 33,726 | 10.4% | $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 | 46,519 | 3.2% | $161.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,112.82万 | 0.21% | 123,068 | 18,752 | 18.0% | $779.05万 | 加仓 |
| RTX | RTX CORPORATION | $5,086.04万 | 0.21% | 268,122 | 10,489 | 4.1% | $198.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,084.85万 | 0.21% | 403,145 | 18,877 | 4.9% | $238.09万 | 加仓 |
| KLAC | KLA CORP | $4,939.59万 | 0.20% | 163,510 | 19,620 | 13.6% | $592.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,855.58万 | 0.20% | 94,251 | 9,982 | 11.8% | $514.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,826.58万 | 0.20% | 63,153 | 1,763 | 2.9% | $134.74万 | 加仓 |