MOTCO
SAN ANTONIO TX · SEC CIK 0001306333
$11.69亿2026Q2 申报市值
840持仓数
28.1%前十大占比 · 第一大 4.2%
279 / 79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
ICSH 新建仓+$2,625.10万
AAPL 加仓+$1,184.06万
BSX 加仓+$695.29万
MSFT 加仓+$651.59万
MRSH 加仓+$423.58万
2026Q2 卖出最多 按季末市值估算
IQV 减仓-$963.32万
LIN 清仓-$883.59万
FANG 减仓-$583.82万
APO 减仓-$509.54万
INTU 减仓-$472.88万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $1,618.92万 | 1.39% | 37,522 | -1,354 | -3.5% | -$58.42万 | 减仓 |
| AMZN | AMAZON.COM INC. | $1,621.95万 | 1.39% | 68,052 | 66 | 0.1% | $1.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,725.37万 | 1.48% | 67,936 | -1,127 | -1.6% | -$28.62万 | 减仓 |
| LLY | ELI LILLY & CO | $1,771.32万 | 1.52% | 14,768 | -117 | -0.8% | -$14.03万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1,795.69万 | 1.54% | 196,896 | -3,809 | -1.9% | -$34.74万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,885.29万 | 1.61% | 18,641 | -480 | -2.5% | -$48.55万 | 减仓 |
| USTB | VICTORY SHARES S-T BOND ETF | $1,923.49万 | 1.65% | 379,986 | 7,028 | 1.9% | $35.58万 | 加仓 |
| GLW | CORNING INCORPORATED | $2,204.46万 | 1.89% | 86,304 | -3,420 | -3.8% | -$87.36万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC-CL A | $2,327.61万 | 1.99% | 318,916 | 2,113 | 0.7% | $15.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,481.91万 | 2.12% | 72,779 | -72 | -0.1% | -$2.46万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT-TERM BOND ETF | $2,625.10万 | 2.25% | 519,000 | 519,000 | — | $2,625.10万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $2,677.10万 | 2.29% | 81,786 | -636 | -0.8% | -$20.82万 | 减仓 |
| APH | AMPHENOL CORP - CLASS A | $2,862.10万 | 2.45% | 162,324 | -5,569 | -3.3% | -$98.19万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $3,132.44万 | 2.68% | 83,975 | 17,468 | 26.3% | $651.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,143.67万 | 2.69% | 157,113 | 11,956 | 8.2% | $239.23万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $3,248.82万 | 2.78% | 43,505 | -100 | -0.2% | -$7.47万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $3,774.65万 | 3.23% | 105,623 | 2,406 | 2.3% | $85.98万 | 加仓 |
| AAPL | APPLE INC. | $3,970.37万 | 3.40% | 137,212 | 40,920 | 42.5% | $1,184.06万 | 加仓 |
| AVGO | BROADCOM INC | $4,956.91万 | 4.24% | 131,222 | -2,287 | -1.7% | -$86.39万 | 减仓 |