Blackhawk Capital Partners, LLC
THIENSVILLE WI · SEC CIK 0001582561
$3.06亿2026Q2 申报市值
146持仓数
34.1%前十大占比 · 第一大 5.5%
30 / 31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
SCHX 加仓+$1,564.98万
FTSL 加仓+$672.12万
ARES 新建仓+$297.11万
SPXC 新建仓+$252.79万
RDDT 新建仓+$186.01万
2026Q2 卖出最多 按季末市值估算
SCHO 清仓-$3,012.80万
VGSH 清仓-$1,448.96万
TSM 减仓-$313.76万
SYK 清仓-$255.81万
SLDE 减仓-$233.95万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1,692.91万 | 5.53% | 575,233 | 531,764 | 1,223.3% | $1,564.98万 | 加仓 |
| AAPL | APPLE INC | $1,196.28万 | 3.91% | 41,342 | 739 | 1.8% | $21.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,124.58万 | 3.67% | 56,204 | 2,243 | 4.2% | $44.88万 | 加仓 |
| GOOGL | ALPHABET INC | $1,094.26万 | 3.57% | 30,620 | -383 | -1.2% | -$13.69万 | 减仓 |
| META | META PLATFORMS INC | $967.59万 | 3.16% | 17,177 | -249 | -1.4% | -$14.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $948.55万 | 3.10% | 19,862 | -6,570 | -24.9% | -$313.76万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $882.35万 | 2.88% | 197,172 | 150,194 | 319.7% | $672.12万 | 加仓 |
| HROW | HARROW INC | $863.16万 | 2.82% | 203,241 | 30,909 | 17.9% | $131.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $854.73万 | 2.79% | 22,914 | 1,669 | 7.9% | $62.26万 | 加仓 |
| AMZN | AMAZON COM INC | $802.42万 | 2.62% | 33,667 | -1,229 | -3.5% | -$29.29万 | 减仓 |
| LLY | ELI LILLY & CO | $787.20万 | 2.57% | 6,563 | 35 | 0.5% | $4.20万 | 加仓 |
| LQD | ISHARES TR | $709.34万 | 2.32% | 65,035 | 16,359 | 33.6% | $178.43万 | 重新持有 |
| EMB | ISHARES TR | $706.14万 | 2.31% | 73,221 | 17,292 | 30.9% | $166.76万 | 重新持有 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $699.14万 | 2.28% | 171,989 | 33,102 | 23.8% | $134.56万 | 重新持有 |
| FPE | FIRST TR EXCH TRADED FD III | $693.01万 | 2.26% | 387,592 | 93,410 | 31.8% | $167.02万 | 重新持有 |
| FMB | FIRST TR EXCH TRADED FD III | $595.44万 | 1.95% | 115,918 | 1,785 | 1.6% | $9.17万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $552.19万 | 1.80% | 109,367 | 13,145 | 13.7% | $66.37万 | 加仓 |
| AVGO | BROADCOM INC | $507.30万 | 1.66% | 13,430 | 2,026 | 17.8% | $76.53万 | 加仓 |
| NFLX | NETFLIX INC. | $465.39万 | 1.52% | 65,180 | 8,146 | 14.3% | $58.16万 | 加仓 |
| FIX | COMFORT SYS USA INC | $453.47万 | 1.48% | 2,288 | -1,096 | -32.4% | -$217.22万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $447.61万 | 1.46% | 161,592 | -12,623 | -7.2% | -$34.97万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $432.40万 | 1.41% | 49,678 | -1,675 | -3.3% | -$14.58万 | 减仓 |
| PWR | QUANTA SVCS INC | $396.53万 | 1.30% | 5,507 | 113 | 2.1% | $8.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $333.49万 | 1.09% | 36,753 | 7,662 | 26.3% | $69.52万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $326.89万 | 1.07% | 156,745 | 6,320 | 4.2% | $13.18万 | 加仓 |
| BA | BOEING CO | $321.70万 | 1.05% | 14,861 | 3,093 | 26.3% | $66.95万 | 加仓 |
| POWL | POWELL INDS INC | $317.97万 | 1.04% | 11,104 | -2,861 | -20.5% | -$81.93万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $299.41万 | 0.98% | 152,992 | 22,842 | 17.6% | $44.70万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $297.11万 | 0.97% | 26,692 | 26,692 | — | $297.11万 | 新建仓 |
| ASML | ASML HLDG NV | $293.44万 | 0.96% | 1,475 | -799 | -35.1% | -$158.96万 | 减仓 |
| ABBV | ABBVIE INC | $286.69万 | 0.94% | 11,393 | 600 | 5.6% | $15.10万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $274.38万 | 0.90% | 23,192 | 15,544 | 203.2% | $183.90万 | 加仓 |
| TSLA | TESLA INC | $263.46万 | 0.86% | 6,264 | 275 | 4.6% | $11.57万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $252.79万 | 0.83% | 10,311 | 10,311 | — | $252.79万 | 新建仓 |
| XSOE | WISDOMTREE TR | $237.50万 | 0.78% | 48,293 | 2,589 | 5.7% | $12.73万 | 加仓 |
| KMX | CARMAX INC | $228.23万 | 0.75% | 43,152 | 4,034 | 10.3% | $21.34万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $221.71万 | 0.72% | 89,113 | 3,415 | 4.0% | $8.50万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $200.01万 | 0.65% | 60,118 | -7,910 | -11.6% | -$26.32万 | 减仓 |
| EIX | EDISON INTL | $198.26万 | 0.65% | 26,630 | -3,992 | -13.0% | -$29.72万 | 减仓 |
| JOE | ST JOE CO | $197.50万 | 0.65% | 31,534 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $189.35万 | 0.62% | 44,722 | -3,148 | -6.6% | -$13.33万 | 减仓 |
| RDDT | REDDIT INC | $186.01万 | 0.61% | 10,716 | 10,716 | — | $186.01万 | 新建仓 |
| KKR | KKR & CO INC | $182.58万 | 0.60% | 19,893 | 19,893 | — | $182.58万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $177.78万 | 0.58% | 15,225 | 3,893 | 34.4% | $45.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $166.32万 | 0.54% | 2,259 | 143 | 6.8% | $10.53万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $156.73万 | 0.51% | 13,643 | -1,956 | -12.5% | -$22.47万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $149.26万 | 0.49% | 114,728 | 38,691 | 50.9% | $50.34万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $139.10万 | 0.45% | 11,269 | -3,685 | -24.6% | -$45.49万 | 减仓 |
| TGT | TARGET CORP | $138.28万 | 0.45% | 10,587 | -1,961 | -15.6% | -$25.61万 | 减仓 |
| FSLR | FIRST SOLAR INC | $133.81万 | 0.44% | 5,671 | 5,671 | — | $133.81万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $124.72万 | 0.41% | 1,816 | 297 | 19.6% | $20.40万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $123.31万 | 0.40% | 13,101 | -6,016 | -31.5% | -$56.62万 | 减仓 |
| DGRW | WISDOMTREE TR | $123.19万 | 0.40% | 12,883 | -4,180 | -24.5% | -$39.97万 | 减仓 |
| KVUE | KENVUE INC | $117.50万 | 0.38% | 61,487 | -34,925 | -36.2% | -$66.74万 | 减仓 |
| ECL | ECOLAB INC | $114.64万 | 0.37% | 4,115 | 4,115 | — | $114.64万 | 新建仓 |
| O | REALTY INCOME CORP | $113.15万 | 0.37% | 18,261 | -12,315 | -40.3% | -$76.30万 | 减仓 |
| CAT | CATERPILLAR INC | $112.13万 | 0.37% | 1,053 | -722 | -40.7% | -$76.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.60万 | 0.35% | 3,862 | 1,793 | 86.7% | $50.42万 | 重新持有 |
| SJM | SMUCKER J M CO | $108.31万 | 0.35% | 9,628 | 9,628 | — | $108.31万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $107.96万 | 0.35% | 14,151 | -1,019 | -6.7% | -$7.77万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $107.46万 | 0.35% | 35,605 | -3,895 | -9.9% | -$11.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $106.45万 | 0.35% | 9,698 | 9,698 | — | $106.45万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $106.04万 | 0.35% | 9,327 | -10,905 | -53.9% | -$123.98万 | 减仓 |
| BRO | BROWN & BROWN INC | $102.00万 | 0.33% | 15,901 | 15,901 | — | $102.00万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $98.53万 | 0.32% | 18,643 | 6,758 | 56.9% | $35.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $98.44万 | 0.32% | 2,779 | 2,779 | — | $98.44万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $98.42万 | 0.32% | 13,619 | 13,619 | — | $98.42万 | 新建仓 |
| ERIE | ERIE INDTY CO | $98.42万 | 0.32% | 4,105 | 4,105 | — | $98.42万 | 新建仓 |
| PEP | PEPSICO INC | $97.89万 | 0.32% | 7,230 | -5,050 | -41.1% | -$68.38万 | 减仓 |
| MKC | MCCORMICK & CO INC | $97.42万 | 0.32% | 19,322 | 19,322 | — | $97.42万 | 新建仓 |
| QCOM | QUALCOMM INC | $96.39万 | 0.31% | 5,216 | -26 | -0.5% | -$4,805 | 减仓 |
| PPG | PPG INDS INC | $95.36万 | 0.31% | 7,862 | -203 | -2.5% | -$2.46万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $94.13万 | 0.31% | 10,267 | -262 | -2.5% | -$2.40万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $94.00万 | 0.31% | 21,648 | 5,317 | 32.6% | $23.09万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $92.67万 | 0.30% | 1,819 | 1,819 | — | $92.67万 | 新建仓 |
| CTAS | CINTAS CORP | $92.52万 | 0.30% | 5,440 | 5,440 | — | $92.52万 | 新建仓 |
| BIIB | BIOGEN INC | $92.17万 | 0.30% | 4,266 | 1,840 | 75.8% | $39.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $91.69万 | 0.30% | 2,116 | 23 | 1.1% | $9,967 | 加仓 |
| PCG | PG&E CORP | $90.40万 | 0.30% | 53,748 | 53,748 | — | $90.40万 | 新建仓 |
| LOW | LOWES COS INC | $89.81万 | 0.29% | 4,073 | 4,073 | — | $89.81万 | 新建仓 |
| VICI | VICI PPTYS INC | $89.77万 | 0.29% | 33,811 | 17,312 | 104.9% | $45.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $89.51万 | 0.29% | 10,198 | -393 | -3.7% | -$3.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $89.47万 | 0.29% | 3,079 | 3,079 | — | $89.47万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $88.63万 | 0.29% | 1,932 | 1,932 | — | $88.63万 | 新建仓 |
| — | TUCOWS INC | $85.50万 | 0.28% | 63,478 | 1,400 | 2.3% | $1.89万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $85.30万 | 0.28% | 22,388 | 22,388 | — | $85.30万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $84.65万 | 0.28% | 1,662 | 835 | 101.0% | $42.53万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $83.98万 | 0.27% | 4,536 | -110 | -2.4% | -$2.04万 | 减仓 |
| USB | US BANCORP | $82.65万 | 0.27% | 13,683 | 6,372 | 87.2% | $38.49万 | 加仓 |
| VTR | VENTAS INC | $79.16万 | 0.26% | 8,914 | 4,575 | 105.4% | $40.63万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $78.32万 | 0.26% | 23,144 | -2,875 | -11.0% | -$9.73万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $78.16万 | 0.26% | 14,846 | 6,026 | 68.3% | $31.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $77.58万 | 0.25% | 17,470 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $77.36万 | 0.25% | 9,049 | 179 | 2.0% | $1.53万 | 重新持有 |
| DOW | DOW HLDGS INC | $76.39万 | 0.25% | 27,919 | 10,741 | 62.5% | $29.39万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $76.01万 | 0.25% | 9,101 | 4,436 | 95.1% | $37.05万 | 加仓 |
| EVRG | EVERGY INC | $75.79万 | 0.25% | 8,769 | 3,857 | 78.5% | $33.34万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $75.64万 | 0.25% | 7,018 | 2,960 | 72.9% | $31.90万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $74.79万 | 0.24% | 7,726 | -1,424 | -15.6% | -$13.78万 | 减仓 |
| MCD | MCDONALDS CORP | $74.73万 | 0.24% | 2,765 | -52 | -1.8% | -$1.41万 | 减仓 |