Aviance Capital Partners, LLC
NAPLES FL · SEC CIK 0001542383
$9.63亿2026Q2 申报市值
388持仓数
34.8%前十大占比 · 第一大 7.9%
30 / 12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
MINT 加仓+$210.95万
NVO 加仓+$191.26万
NFLX 加仓+$153.32万
HONA 新建仓+$114.19万
BCAT 加仓+$107.76万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$975.21万
AGG 减仓-$303.23万
HON 减仓-$115.72万
IUSB 清仓-$87.19万
ROCK 清仓-$82.87万
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 | $7,569.89万 | 7.86% | 261,608 | 1,031 | 0.4% | $29.83万 | 加仓 |
| GOOGL | ALPHABET INC | $5,296.77万 | 5.50% | 148,215 | -1,196 | -0.8% | -$42.74万 | 减仓 |
| AVGO | BROADCOM INC | $3,850.27万 | 4.00% | 101,926 | -887 | -0.9% | -$33.51万 | 减仓 |
| ABBV | ABBVIE INC | $3,707.35万 | 3.85% | 147,328 | 363 | 0.2% | $9.13万 | 加仓 |
| AMZN | AMAZON COM INC | $3,322.83万 | 3.45% | 139,415 | 2,388 | 1.7% | $56.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,744.23万 | 2.85% | 83,837 | 2,710 | 3.3% | $88.71万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,519.68万 | 2.62% | 58,147 | -22,505 | -27.9% | -$975.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,718.82万 | 1.78% | 46,079 | 2,357 | 5.4% | $87.92万 | 加仓 |
| META | META PLATFORMS INC | $1,484.76万 | 1.54% | 26,359 | -583 | -2.2% | -$32.84万 | 减仓 |
| AMGN | AMGEN INC | $1,339.76万 | 1.39% | 36,998 | 484 | 1.3% | $17.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,222.62万 | 1.27% | 61,104 | -789 | -1.3% | -$15.79万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,175.09万 | 1.22% | 35,596 | 163 | 0.5% | $5.38万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,079.50万 | 1.12% | 63,545 | 578 | 0.9% | $9.82万 | 加仓 |
| MINT | PIMCO ETF TR | $1,066.04万 | 1.11% | 105,748 | 20,926 | 24.7% | $210.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,048.39万 | 1.09% | 14 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $958.06万 | 0.99% | 18,462 | 42 | 0.2% | $2.18万 | 加仓 |
| — | EXXON MOBIL CORP | $951.64万 | 0.99% | 69,605 | 2,059 | 3.0% | $28.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $934.86万 | 0.97% | 36,810 | 3,189 | 9.5% | $80.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $917.77万 | 0.95% | 18,341 | -148 | -0.8% | -$7.41万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $904.06万 | 0.94% | 14,715 | 564 | 4.0% | $34.65万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $853.15万 | 0.89% | 92,462 | 751 | 0.8% | $6.93万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $844.55万 | 0.88% | 16,577 | 120 | 0.7% | $6.11万 | 加仓 |
| BLK | BLACKROCK INC | $789.03万 | 0.82% | 8,206 | 46 | 0.6% | $4.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $733.18万 | 0.76% | 14,624 | 86 | 0.6% | $4.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $691.69万 | 0.72% | 16,642 | -279 | -1.6% | -$11.60万 | 减仓 |
| V | VISA INC | $672.36万 | 0.70% | 19,597 | -1,695 | -8.0% | -$58.15万 | 减仓 |
| LOW | LOWES COS INC | $651.42万 | 0.68% | 29,544 | -1,810 | -5.8% | -$39.91万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $646.76万 | 0.67% | 6,395 | 455 | 7.7% | $46.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $644.63万 | 0.67% | 166,186 | 7,356 | 4.6% | $28.53万 | 加仓 |
| GOOG | ALPHABET INC | $634.43万 | 0.66% | 17,956 | -459 | -2.5% | -$16.22万 | 减仓 |
| BOND | PIMCO ETF TR | $591.45万 | 0.61% | 64,141 | 5,868 | 10.1% | $54.11万 | 加仓 |
| NFLX | NETFLIX INC. | $591.31万 | 0.61% | 82,816 | 21,474 | 35.0% | $153.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $577.99万 | 0.60% | 26,459 | 2,288 | 9.5% | $49.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $571.64万 | 0.59% | 62,379 | 5,453 | 9.6% | $49.97万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $569.90万 | 0.59% | 120,920 | 11,759 | 10.8% | $55.42万 | 加仓 |
| BA | BOEING CO | $567.78万 | 0.59% | 26,229 | 765 | 3.0% | $16.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $563.46万 | 0.58% | 80,609 | 3,414 | 4.4% | $23.86万 | 加仓 |
| CI | THE CIGNA GROUP | $557.07万 | 0.58% | 20,207 | 370 | 1.9% | $10.20万 | 加仓 |
| IBDR | ISHARES TR | $555.04万 | 0.58% | 229,073 | 19,959 | 9.5% | $48.36万 | 加仓 |
| MRK | MERCK & CO INC | $541.12万 | 0.56% | 42,110 | 328 | 0.8% | $4.21万 | 加仓 |
| KLAC | KLA CORP | $531.61万 | 0.55% | 17,620 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $522.94万 | 0.54% | 35,662 | -507 | -1.4% | -$7.43万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $516.59万 | 0.54% | 194,939 | 18,009 | 10.2% | $47.72万 | 加仓 |
| CPAY | CORPAY INC | $494.91万 | 0.51% | 14,850 | 412 | 2.9% | $13.73万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $492.98万 | 0.51% | 12,644 | -245 | -1.9% | -$9.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $491.11万 | 0.51% | 14,519 | -8 | -0.1% | -$2,706 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $490.77万 | 0.51% | 63,024 | 825 | 1.3% | $6.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $464.17万 | 0.48% | 6,303 | 8 | 0.1% | $5,891 | 加仓 |
| MA | MASTERCARD INCORPORATED | $449.45万 | 0.47% | 8,751 | -115 | -1.3% | -$5.91万 | 减仓 |
| HD | HOME DEPOT INC | $436.24万 | 0.45% | 12,369 | 903 | 7.9% | $31.85万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $431.17万 | 0.45% | 79,816 | 1,693 | 2.2% | $9.15万 | 加仓 |
| CLS | CELESTICA INC | $419.52万 | 0.44% | 11,500 | 1,000 | 9.5% | $36.48万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $419.23万 | 0.44% | 58,097 | 2,611 | 4.7% | $18.84万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $413.09万 | 0.43% | 102,939 | 2,208 | 2.2% | $8.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $388.03万 | 0.40% | 10,486 | -297 | -2.8% | -$10.99万 | 减仓 |
| OEF | ISHARES TR | $386.87万 | 0.40% | 10,574 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $384.77万 | 0.40% | 32,550 | 647 | 2.0% | $7.65万 | 加仓 |
| PFE | PFIZER INC | $383.72万 | 0.40% | 159,351 | -6,237 | -3.8% | -$15.02万 | 减仓 |
| LLY | ELI LILLY & CO | $381.59万 | 0.40% | 3,181 | 803 | 33.8% | $96.33万 | 加仓 |
| DIS | DISNEY WALT CO | $381.22万 | 0.40% | 39,607 | 829 | 2.1% | $7.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $379.72万 | 0.39% | 5,085 | 45 | 0.9% | $3.36万 | 加仓 |
| WMT | WALMART INC | $372.72万 | 0.39% | 32,908 | 3,623 | 12.4% | $41.03万 | 加仓 |
| DE | DEERE & CO | $353.51万 | 0.37% | 5,573 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $350.05万 | 0.36% | 3,742 | -34 | -0.9% | -$3.18万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $324.22万 | 0.34% | 80,631 | 969 | 1.2% | $3.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $303.94万 | 0.32% | 12,845 | -37 | -0.3% | -$8,755 | 减仓 |
| ENVA | ENOVA INTL INC | $300.84万 | 0.31% | 12,497 | -554 | -4.2% | -$13.34万 | 减仓 |
| MCD | MCDONALDS CORP | $287.93万 | 0.30% | 10,652 | -31 | -0.3% | -$8,380 | 减仓 |
| COP | CONOCOPHILLIPS | $287.27万 | 0.30% | 27,633 | 2,181 | 8.6% | $22.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $278.08万 | 0.29% | 62,687 | 1,316 | 2.1% | $5.84万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $277.55万 | 0.29% | 6,050 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $277.35万 | 0.29% | 2,403 | -183 | -7.1% | -$21.12万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $276.39万 | 0.29% | 72,638 | 134 | 0.2% | $5,099 | 加仓 |
| VOO | VANGUARD INDEX FDS | $275.07万 | 0.29% | 4,005 | -198 | -4.7% | -$13.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $273.35万 | 0.28% | 16,491 | 1,323 | 8.7% | $21.93万 | 加仓 |
| PEP | PEPSICO INC | $270.88万 | 0.28% | 20,006 | 1,654 | 9.0% | $22.40万 | 加仓 |
| AGG | ISHARES TR | $270.78万 | 0.28% | 27,357 | -30,635 | -52.8% | -$303.23万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $264.62万 | 0.27% | 5,345 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $264.15万 | 0.27% | 3,527 | 46 | 1.3% | $3.45万 | 加仓 |
| DINO | HF SINCLAIR CORP | $249.47万 | 0.26% | 35,818 | -1,292 | -3.5% | -$9.00万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $247.90万 | 0.26% | 12,357 | -281 | -2.2% | -$5.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $246.58万 | 0.26% | 3,410 | -347 | -9.2% | -$25.09万 | 减仓 |
| CSCO | CISCO SYS INC | $244.22万 | 0.25% | 20,792 | 1,484 | 7.7% | $17.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $243.39万 | 0.25% | 7,137 | -100 | -1.4% | -$3.41万 | 减仓 |
| UNM | UNUM GROUP | $243.29万 | 0.25% | 27,214 | -602 | -2.2% | -$5.38万 | 减仓 |
| NVO | NOVO-NORDISK A S | $239.61万 | 0.25% | 49,981 | 39,895 | 395.5% | $191.26万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $239.14万 | 0.25% | 44,393 | -31 | -0.1% | -$1,670 | 减仓 |
| UNP | UNION PAC CORP | $238.16万 | 0.25% | 8,756 | -100 | -1.1% | -$2.72万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $235.99万 | 0.24% | 8,725 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $229.73万 | 0.24% | 25,317 | 1,211 | 5.0% | $10.99万 | 加仓 |
| ADBE | ADOBE INC | $228.23万 | 0.24% | 11,132 | 66 | 0.6% | $1.35万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $227.86万 | 0.24% | 16,023 | 554 | 3.6% | $7.88万 | 加仓 |
| IYW | ISHARES TR | $224.13万 | 0.23% | 8,886 | -331 | -3.6% | -$8.35万 | 减仓 |
| PULS | PGIM ETF TR | $222.33万 | 0.23% | 44,869 | 10,152 | 29.2% | $50.30万 | 加仓 |
| MGA | MAGNA INTL INC | $220.31万 | 0.23% | 33,553 | -223 | -0.7% | -$1.46万 | 减仓 |
| ZTS | ZOETIS INC | $215.75万 | 0.22% | 30,024 | 2,448 | 8.9% | $17.59万 | 加仓 |
| EG | EVEREST GROUP LTD | $210.96万 | 0.22% | 5,905 | 60 | 1.0% | $2.14万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $210.20万 | 0.22% | 85,623 | -1,449 | -1.7% | -$3.56万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $208.67万 | 0.22% | 34,225 | 932 | 2.8% | $5.68万 | 加仓 |
| KO | COCA COLA CO | $208.52万 | 0.22% | 25,658 | 12 | 0.0% | $975 | 加仓 |