Accuvest Global Advisors
PROVO UT · SEC CIK 0001497637
$1.16亿2026Q2 申报市值
78持仓数
49.6%前十大占比 · 第一大 9.4%
30 / 14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
NFLX 加仓+$687.61万
V 加仓+$363.46万
LNG 新建仓+$210.00万
LLY 加仓+$179.98万
PANW 新建仓+$119.70万
2026Q2 卖出最多 按季末市值估算
BABA 清仓-$328.00万
MSFT 减仓-$308.02万
NOW 减仓-$280.64万
SPOT 减仓-$269.73万
TJX 重新持有-$224.56万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $1,091.80万 | 9.39% | 152,911 | 96,303 | 170.1% | $687.61万 | 加仓 |
| GOOGL | ALPHABET INC | $665.80万 | 5.73% | 18,631 | -2,227 | -10.7% | -$79.58万 | 减仓 |
| MSTR | STRATEGY INC | $609.70万 | 5.25% | 70,140 | 31 | 0.0% | $2,695 | 加仓 |
| NVDA | NVIDIA CORPORATION | $584.10万 | 5.03% | 29,192 | 997 | 3.5% | $19.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $551.20万 | 4.74% | 11,542 | -1,101 | -8.7% | -$52.58万 | 减仓 |
| AMZN | AMAZON COM INC | $550.50万 | 4.74% | 23,099 | -3,429 | -12.9% | -$81.72万 | 减仓 |
| AAPL | APPLE INC | $540.10万 | 4.65% | 18,667 | -6,503 | -25.8% | -$188.15万 | 减仓 |
| MELI | MERCADOLIBRE INC | $417.20万 | 3.59% | 2,458 | -119 | -4.6% | -$20.20万 | 减仓 |
| V | VISA INC | $387.20万 | 3.33% | 11,287 | 10,595 | 1,531.1% | $363.46万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $366.70万 | 3.16% | 50,824 | -3,586 | -6.6% | -$25.87万 | 减仓 |
| LLY | ELI LILLY & CO | $355.20万 | 3.06% | 2,984 | 1,512 | 102.7% | $179.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $317.50万 | 2.73% | 3,394 | -866 | -20.3% | -$81.01万 | 减仓 |
| APP | APPLOVIN CORP | $314.00万 | 2.70% | 6,095 | 647 | 11.9% | $33.33万 | 加仓 |
| GE | GE AEROSPACE | $312.50万 | 2.69% | 8,362 | -2,130 | -20.3% | -$79.60万 | 减仓 |
| WMT | WALMART INC | $254.90万 | 2.19% | 22,517 | -4,606 | -17.0% | -$52.14万 | 减仓 |
| HEI | HEICO CORP NEW | $240.00万 | 2.07% | 6,739 | -854 | -11.2% | -$30.41万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $223.00万 | 1.92% | 18,848 | -4,993 | -20.9% | -$59.07万 | 减仓 |
| AVGO | BROADCOM INC | $217.20万 | 1.87% | 5,751 | 744 | 14.9% | $28.10万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $210.00万 | 1.81% | 8,785 | 8,785 | — | $210.00万 | 新建仓 |
| BX | BLACKSTONE INC | $188.60万 | 1.62% | 16,032 | -1,716 | -9.7% | -$20.19万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $175.00万 | 1.51% | 1,314 | 428 | 48.3% | $57.00万 | 加仓 |
| ABBV | ABBVIE INC | $170.50万 | 1.47% | 6,775 | 4,377 | 182.5% | $110.15万 | 加仓 |
| CBRE | CBRE GROUP INC | $163.30万 | 1.41% | 12,126 | 8,300 | 216.9% | $111.78万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $155.30万 | 1.34% | 3,382 | -5,874 | -63.5% | -$269.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $120.60万 | 1.04% | 3,684 | 549 | 17.5% | $17.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $119.70万 | 1.03% | 3,511 | 3,511 | — | $119.70万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.60万 | 0.99% | 9,822 | -12,262 | -55.5% | -$143.07万 | 减仓 |
| GEV | GE VERNOVA INC | $98.70万 | 0.85% | 840 | -270 | -24.3% | -$31.73万 | 减仓 |
| ASML | ASML HLDG NV | $98.50万 | 0.85% | 495 | 495 | — | $98.50万 | 新建仓 |
| TJX | TJX COS INC NEW | $98.40万 | 0.85% | 6,495 | -14,822 | -69.5% | -$224.56万 | 重新持有 |
| MSFT | MICROSOFT CORP | $81.10万 | 0.70% | 2,174 | -8,257 | -79.2% | -$308.02万 | 减仓 |
| AZN | ASTRAZENECA PLC | $74.90万 | 0.64% | 4,006 | 4,006 | — | $74.90万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $73.20万 | 0.63% | 15,261 | 15,261 | — | $73.20万 | 新建仓 |
| QXO | QXO INC | $66.90万 | 0.58% | 38,730 | 38,730 | — | $66.90万 | 新建仓 |
| ETN | EATON CORP PLC | $66.60万 | 0.57% | 1,563 | 1,563 | — | $66.60万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $64.40万 | 0.55% | 1,148 | 1,148 | — | $64.40万 | 新建仓 |
| BN | BROOKFIELD CORP | $62.30万 | 0.54% | 14,622 | 2,399 | 19.6% | $10.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.00万 | 0.52% | 1,200 | -4 | -0.3% | -$2,000 | 减仓 |
| CAT | CATERPILLAR INC | $58.80万 | 0.51% | 552 | -167 | -23.2% | -$17.79万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $57.90万 | 0.50% | 1,508 | 1,508 | — | $57.90万 | 新建仓 |
| AON | AON PLC | $49.80万 | 0.43% | 1,500 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $49.20万 | 0.42% | 3,100 | 3,100 | — | $49.20万 | 新建仓 |
| DASH | DOORDASH INC | $48.70万 | 0.42% | 2,639 | 2,639 | — | $48.70万 | 新建仓 |
| ASST | STRIVE INC | $48.30万 | 0.42% | 44,225 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $43.60万 | 0.38% | 26,980 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $40.80万 | 0.35% | 4,112 | -28,284 | -87.3% | -$280.64万 | 减仓 |
| KKR | KKR & CO INC | $40.40万 | 0.35% | 4,401 | 28 | 0.6% | $2,570 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.40万 | 0.35% | 350 | 350 | — | $40.40万 | 新建仓 |
| RTX | RTX CORPORATION | $36.80万 | 0.32% | 1,942 | 1,942 | — | $36.80万 | 新建仓 |
| CTVA | CORTEVA INC | $36.70万 | 0.32% | 4,295 | 4,295 | — | $36.70万 | 新建仓 |
| PEP | PEPSICO INC | $35.60万 | 0.31% | 2,628 | 278 | 11.8% | $3.77万 | 加仓 |
| DE | DEERE & CO | $35.50万 | 0.31% | 560 | 560 | — | $35.50万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $35.30万 | 0.30% | 3,373 | 3,373 | — | $35.30万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $35.00万 | 0.30% | 2,112 | 471 | 28.7% | $7.81万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $35.00万 | 0.30% | 1,400 | 1,400 | — | $35.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.60万 | 0.30% | 1,192 | 1,192 | — | $34.60万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $34.50万 | 0.30% | 3,629 | -4,549 | -55.6% | -$43.25万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $34.40万 | 0.30% | 927 | 927 | — | $34.40万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.80万 | 0.29% | 3,673 | -393 | -9.7% | -$3.62万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $32.70万 | 0.28% | 1,631 | 1,631 | — | $32.70万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.50万 | 0.28% | 7,678 | 1,155 | 17.7% | $4.89万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.10万 | 0.27% | 4,316 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.10万 | 0.27% | 1,390 | 1,390 | — | $31.10万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $30.90万 | 0.27% | 935 | 935 | — | $30.90万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $30.20万 | 0.26% | 1,352 | 1,352 | — | $30.20万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $29.90万 | 0.26% | 663 | 663 | — | $29.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.30万 | 0.24% | 280 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.50万 | 0.24% | 1,873 | 1,873 | — | $27.50万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.70万 | 0.23% | 2,334 | -4,627 | -66.5% | -$52.93万 | 减仓 |
| RACE | FERRARI N V | $25.90万 | 0.22% | 695 | 695 | — | $25.90万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.70万 | 0.21% | 1,808 | -64 | -3.4% | -$8,743 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.30万 | 0.21% | 2,678 | 2,678 | — | $24.30万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $24.00万 | 0.21% | 467 | 467 | — | $24.00万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $21.50万 | 0.19% | 1,239 | 1,239 | — | $21.50万 | 新建仓 |
| MS | MORGAN STANLEY | $21.10万 | 0.18% | 1,010 | 1,010 | — | $21.10万 | 新建仓 |
| EQT | EQT CORP | $20.60万 | 0.18% | 3,871 | -2,646 | -40.6% | -$14.08万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $20.10万 | 0.17% | 2,000 | -1,741 | -46.5% | -$17.50万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $12.00万 | 0.10% | 11,201 | -18 | -0.2% | -$193 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -26,140 | -100.0% | -$328.00万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -140,943 | -100.0% | -$202.50万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -2,414 | -100.0% | -$94.20万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -9,584 | -100.0% | -$90.10万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -2,297 | -100.0% | -$64.60万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -2,124 | -100.0% | -$62.70万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -3,502 | -100.0% | -$28.90万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,345 | -100.0% | -$28.40万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,301 | -100.0% | -$23.80万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,337 | -100.0% | -$23.10万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,779 | -100.0% | -$22.80万 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -26,208 | -100.0% | -$19.80万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -11,018 | -100.0% | -$10.00万 | 清仓 |
| — | NAKAMOTO INC | $0 | 0.00% | 0 | -12,746 | -100.0% | -$3,000 | 清仓 |