Arax Advisory Partners
NEW YORK NY · SEC CIK 0001586767
$150.84亿2026Q2 申报市值
5,206持仓数
18.3%前十大占比 · 第一大 2.7%
963 / 85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
AAPL 加仓+$3.35亿
SPY 加仓+$3.34亿
NVDA 加仓+$2.53亿
IVV 加仓+$2.25亿
QQQ 加仓+$1.84亿
2026Q2 卖出最多 按季末市值估算
HIMU 减仓-$462.26万
VBR 减仓-$337.37万
DFEM 减仓-$232.61万
VOE 减仓-$225.70万
CGGR 减仓-$151.67万
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 |
|---|---|---|---|---|---|---|---|---|
| CUZ | COUSINS PPTYS INC | $39.52万 | 0.00% | 13,181 | 11,506 | 686.9% | $34.50万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $39.51万 | 0.00% | 6,640 | 5,389 | 430.8% | $32.06万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $39.33万 | 0.00% | 2,103 | 1,537 | 271.6% | $28.75万 | 加仓 |
| DVA | DAVITA INC | $39.31万 | 0.00% | 1,767 | 1,663 | 1,599.0% | $37.00万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $39.31万 | 0.00% | 18,156 | 18,139 | 106,700.0% | $39.27万 | 加仓 |
| FHI | FEDERATED HERMES INC | $39.27万 | 0.00% | 7,111 | 7,066 | 15,702.2% | $39.02万 | 加仓 |
| ARDX | ARDELYX INC | $39.23万 | 0.00% | 76,931 | 76,612 | 24,016.3% | $39.07万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $39.22万 | 0.00% | 3,508 | 2,745 | 359.8% | $30.69万 | 加仓 |
| ZECP | ZACKS TRUST | $39.20万 | 0.00% | 10,387 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $39.17万 | 0.00% | 8,566 | 5,432 | 173.3% | $24.84万 | 加仓 |
| DOCS | DOXIMITY INC | $39.16万 | 0.00% | 18,883 | 18,205 | 2,685.1% | $37.76万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $39.09万 | 0.00% | 33,130 | 32,157 | 3,304.9% | $37.95万 | 加仓 |
| CXM | SPRINKLR INC | $39.09万 | 0.00% | 75,752 | 74,754 | 7,490.4% | $38.57万 | 加仓 |
| OIS | OIL STS INTL INC | $39.08万 | 0.00% | 48,794 | 39,940 | 451.1% | $31.99万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $39.06万 | 0.00% | 19,850 | 16,397 | 474.9% | $32.27万 | 加仓 |
| RZLV | REZOLVE AI PLC | $39.06万 | 0.00% | 124,006 | 70,770 | 132.9% | $22.29万 | 加仓 |
| IWY | ISHARES TR | $38.99万 | 0.00% | 1,342 | 1,127 | 524.2% | $32.74万 | 加仓 |
| OUST | OUSTER INC | $38.91万 | 0.00% | 6,223 | 5,821 | 1,448.0% | $36.39万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $38.88万 | 0.00% | 8,453 | 8,264 | 4,372.5% | $38.01万 | 加仓 |
| ICLR | ICON PUB LTD CO | $38.86万 | 0.00% | 2,237 | 1,977 | 760.4% | $34.34万 | 加仓 |
| ARGX | ARGENX SE | $38.69万 | 0.00% | 417 | 350 | 522.4% | $32.47万 | 加仓 |
| XHB | SPDR SERIES TRUST | $38.64万 | 0.00% | 3,344 | 3,250 | 3,457.4% | $37.56万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $38.33万 | 0.00% | 3,762 | 3,357 | 828.9% | $34.20万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $38.22万 | 0.00% | 13,001 | 6,998 | 116.6% | $20.57万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $38.16万 | 0.00% | 8,326 | 7,985 | 2,341.6% | $36.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $38.16万 | 0.00% | 500 | 500 | — | $38.16万 | 新建仓 |
| AAXJ | ISHARES TR | $38.13万 | 0.00% | 3,196 | 3,168 | 11,314.3% | $37.80万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $38.09万 | 0.00% | 3,699 | 3,126 | 545.5% | $32.19万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $38.07万 | 0.00% | 15,035 | 15,035 | — | $38.07万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $37.78万 | 0.00% | 13,234 | 12,156 | 1,127.6% | $34.71万 | 加仓 |
| CSL | CARLISLE COS INC | $37.69万 | 0.00% | 1,039 | 460 | 79.4% | $16.69万 | 加仓 |
| RACE | FERRARI N V | $37.61万 | 0.00% | 1,010 | 930 | 1,162.5% | $34.63万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $37.60万 | 0.00% | 3,952 | 3,139 | 386.1% | $29.86万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $37.48万 | 0.00% | 3,280 | 2,917 | 803.6% | $33.34万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.47万 | 0.00% | 12,497 | 12,497 | — | $37.47万 | 新建仓 |
| AVTR | AVANTOR INC | $37.37万 | 0.00% | 37,752 | 35,288 | 1,432.1% | $34.94万 | 加仓 |
| SLM | SLM CORP | $37.31万 | 0.00% | 14,384 | 12,559 | 688.2% | $32.58万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.30万 | 0.00% | 1,000 | 1,000 | — | $37.30万 | 新建仓 |
| — | ACV AUCTIONS INC | $37.21万 | 0.00% | 51,748 | 50,497 | 4,036.5% | $36.31万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $37.18万 | 0.00% | 12,987 | 11,175 | 616.7% | $31.99万 | 加仓 |
| RNG | RINGCENTRAL INC | $37.05万 | 0.00% | 9,504 | 2,722 | 40.1% | $10.61万 | 加仓 |
| GVA | GRANITE CONSTR INC | $36.98万 | 0.00% | 2,339 | 2,199 | 1,570.7% | $34.77万 | 重新持有 |
| IVOV | VANGUARD ADMIRAL FDS INC | $36.75万 | 0.00% | 3,222 | 3,222 | — | $36.75万 | 新建仓 |
| BLZE | BACKBLAZE INC | $36.63万 | 0.00% | 23,097 | 22,783 | 7,255.7% | $36.13万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $36.54万 | 0.00% | 27,003 | 12,185 | 82.2% | $16.49万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $36.50万 | 0.00% | 8,354 | 5,984 | 252.5% | $26.14万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $36.46万 | 0.00% | 9,049 | 8,454 | 1,420.8% | $34.06万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $36.44万 | 0.00% | 9,466 | 6,982 | 281.1% | $26.88万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $36.44万 | 0.00% | 9,183 | 2,664 | 40.9% | $10.57万 | 加仓 |
| CRVL | CORVEL CORP | $36.41万 | 0.00% | 5,824 | 5,541 | 1,958.0% | $34.64万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $36.35万 | 0.00% | 2,533 | 2,459 | 3,323.0% | $35.29万 | 加仓 |
| NSP | INSPERITY INC | $36.30万 | 0.00% | 8,786 | 8,178 | 1,345.1% | $33.78万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $36.26万 | 0.00% | 7,840 | 3,709 | 89.8% | $17.16万 | 加仓 |
| RUN | SUNRUN INC | $36.26万 | 0.00% | 27,102 | 27,066 | 75,183.3% | $36.21万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $36.23万 | 0.00% | 40,617 | 19,653 | 93.7% | $17.53万 | 加仓 |
| INFL | LISTED FDS TR | $36.20万 | 0.00% | 7,258 | 7,258 | — | $36.20万 | 新建仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $35.95万 | 0.00% | 16,384 | 16,384 | — | $35.95万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $35.92万 | 0.00% | 10,508 | 10,324 | 5,610.9% | $35.29万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $35.90万 | 0.00% | 11,527 | 11,000 | 2,087.3% | $34.25万 | 加仓 |
| — | PROSHARES TR | $35.79万 | 0.00% | 4,182 | 2,091 | 100.0% | $17.89万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $35.68万 | 0.00% | 62,265 | 52,450 | 534.4% | $30.05万 | 加仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $35.67万 | 0.00% | 2,100 | 2,100 | — | $35.67万 | 新建仓 |
| AMPL | AMPLITUDE INC | $35.64万 | 0.00% | 46,582 | 45,545 | 4,392.0% | $34.84万 | 加仓 |
| IDCC | INTERDIGITAL INC | $35.62万 | 0.00% | 1,258 | 1,126 | 853.0% | $31.88万 | 加仓 |
| EWA | ISHARES INC | $35.61万 | 0.00% | 12,647 | 592 | 4.9% | $1.67万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $35.61万 | 0.00% | 1,570 | 1,532 | 4,031.6% | $34.75万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $35.58万 | 0.00% | 7,798 | 7,798 | — | $35.58万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $35.57万 | 0.00% | 11,852 | 9,322 | 368.5% | $27.98万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $35.55万 | 0.00% | 29,188 | 28,320 | 3,262.7% | $34.49万 | 加仓 |
| AMBA | AMBARELLA INC | $35.42万 | 0.00% | 4,128 | 3,834 | 1,304.1% | $32.90万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $35.37万 | 0.00% | 1,337 | 651 | 94.9% | $17.22万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $35.33万 | 0.00% | 20,409 | 18,745 | 1,126.5% | $32.45万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $35.31万 | 0.00% | 12,223 | 8,770 | 254.0% | $25.34万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $35.22万 | 0.00% | 4,548 | 4,548 | — | $35.22万 | 新建仓 |
| OGN | ORGANON & CO | $35.19万 | 0.00% | 25,991 | 1,352 | 5.5% | $1.83万 | 加仓 |
| LII | LENNOX INTL INC | $35.12万 | 0.00% | 613 | 574 | 1,471.8% | $32.89万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $35.03万 | 0.00% | 24,044 | 23,939 | 22,799.0% | $34.88万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $35.00万 | 0.00% | 1,501 | 116 | 8.4% | $2.71万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $34.97万 | 0.00% | 31,875 | 31,353 | 6,006.3% | $34.39万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $34.91万 | 0.00% | 6,480 | 6,480 | — | $34.91万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD | $34.80万 | 0.00% | 5,364 | 5,165 | 2,595.5% | $33.51万 | 加仓 |
| VALE | VALE S A | $34.79万 | 0.00% | 23,133 | 1,766 | 8.3% | $2.66万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $34.79万 | 0.00% | 6,671 | 6,256 | 1,507.5% | $32.63万 | 加仓 |
| UI | UBIQUITI INC | $34.71万 | 0.00% | 650 | 330 | 103.1% | $17.62万 | 加仓 |
| AOS | SMITH A O CORP | $34.65万 | 0.00% | 5,524 | 4,468 | 423.1% | $28.02万 | 重新持有 |
| DRVN | DRIVEN BRANDS HLDGS INC | $34.60万 | 0.00% | 24,818 | 6,426 | 34.9% | $8.96万 | 加仓 |
| HBCP | HOMEBANCORP INC | $34.60万 | 0.00% | 5,049 | 5,027 | 22,850.0% | $34.44万 | 加仓 |
| CRI | CARTERS INC | $34.44万 | 0.00% | 8,368 | 7,493 | 856.3% | $30.84万 | 加仓 |
| — | COLUMBIA ETF TR II | $34.39万 | 0.00% | 5,766 | -86 | -1.5% | -$5,130 | 减仓 |
| OGS | ONE GAS INC | $34.34万 | 0.00% | 4,456 | 4,156 | 1,385.3% | $32.03万 | 加仓 |
| BSVO | EA SERIES TRUST | $34.28万 | 0.00% | 11,745 | 11,745 | — | $34.28万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $34.21万 | 0.00% | 10,287 | 8,997 | 697.4% | $29.92万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $34.16万 | 0.00% | 7,017 | -4,768 | -40.5% | -$23.21万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $34.12万 | 0.00% | 13,949 | 13,684 | 5,163.8% | $33.47万 | 重新持有 |
| HTO | H2O AMERICA | $34.09万 | 0.00% | 5,609 | 5,387 | 2,426.6% | $32.74万 | 加仓 |
| — | KKR & CO INC | $34.07万 | 0.00% | 8,550 | 8,550 | — | $34.07万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $34.06万 | 0.00% | 11,449 | 10,165 | 791.7% | $30.24万 | 加仓 |
| INGR | INGREDION INC | $33.92万 | 0.00% | 3,581 | -51 | -1.4% | -$4,830 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $33.91万 | 0.00% | 19,434 | 19,368 | 29,345.5% | $33.80万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $33.82万 | 0.00% | 3,347 | -712 | -17.5% | -$7.20万 | 减仓 |