13F 机构持仓

HOERTKORN RICHARD CHARLES

KENTFIELD CA · SEC CIK 0001598177

2026Q22026Q1 更早 9 个季度 🔒
$1.49亿2026Q2 申报市值
71持仓数
66.8%前十大占比 · 第一大 13.1%
3 / 7新建仓 / 清仓
申报市值走势$1.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MARVELL TECHNO 13.1%
GOOGL 9.8%
AAPL 7.5%
MSFT 6.7%
JPM 6.3%
GE AEROSPACE 5.5%
INTC 5.3%
GEV 4.5%
BAC 4.3%
KMI 3.8%

2026Q2 买入最多 按季末市值估算

SKYD 加仓+$94.90万
PYPL 加仓+$93.51万
BA 加仓+$75.40万
NVDA 加仓+$72.03万
CSCO 加仓+$27.33万

2026Q2 卖出最多 按季末市值估算

APA CORPORATION 清仓-$242.88万
CVX 清仓-$213.98万
EXXON MOBIL CORP 减仓-$163.42万
MARVELL TECHNOLO 减仓-$46.17万
DIS 清仓-$44.93万

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
— APA CORPORATION $00.00%0 -57,230-100.0% -$242.88万 清仓
CVX CHEVRON CORP NEW $00.00%0 -10,342-100.0% -$213.98万 清仓
DIS DISNEY WALT CO $00.00%0 -4,662-100.0% -$44.93万 清仓
CG CARLYLE GROUP, INC. $00.00%0 -3,500-100.0% -$16.94万 清仓
SLB SCHLUMBERGER LTD $00.00%0 -600-100.0% -$3.08万 清仓
WYNN WYNN RESORTS $00.00%0 -200-100.0% -$2.03万 清仓
BABA ALIBABA GROUP HOLDING $00.00%0 -25-100.0% -$3,136 清仓
VSNT VERSANT MEDIA GROUP $360.00%1 00.0% — 不变
ARKX ARK SPACE & DEFENSE $680.00%2 2— $68 新建仓
ARKK ARK INNOVATION ETF $810.00%1 1— $81 新建仓
HAS HASBRO, INC. $830.00%1 00.0% — 不变
CHDN CHURCHILL DOWNS, INC. $900.00%1 00.0% — 不变
HAL HALIBURTON CO. HLDG. CO. $1360.00%4 00.0% — 不变
— ELECTRONIC ARTS, INC. $2050.00%1 00.0% — 不变
MKC MCCORMICK & CO., INC. $5040.00%10 10— $504 新建仓
MAT MATTEL INCORPORATED $5270.00%38 00.0% — 不变
CMCSA COMCAST CORP NEW CLASS A $8100.00%33 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY $9180.00%2 00.0% — 不变
BMY BRISTOL MEYERS SQUIBB $1,3830.00%24 00.0% — 不变
— TRISALUS LIFE SCIENCES $3,0390.00%668 00.0% — 不变
BP BP PLC $3,6950.00%100 00.0% — 不变
— ESPERION THERAPEUTIC $6,3200.00%2,000 00.0% — 不变
KIM KIMCO REALTY CORP $6,3380.00%250 00.0% — 不变
TSLA TESLA $1.26万0.01%30 00.0% — 不变
C CITIGROUP INC $1.40万0.01%100 00.0% — 不变
V VISA, INC. CLASS A $1.58万0.01%46 00.0% — 不变
TCBK TRICO BANCSHARES CHICO $1.91万0.01%355 00.0% — 不变
— INVESCO MSCI SUSTAINABLE $2.12万0.01%448 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $2.15万0.01%300 00.0% — 不变
META META PLATFORMS $2.20万0.01%39 00.0% — 不变
PFG PRINCIPAL FINL GROUP INC $2.93万0.02%272 00.0% — 不变
O REALTY INCOME CORP $4.13万0.03%666 00.0% — 不变
SBUX STARBUCKS CORP $4.60万0.03%450 -150-25.0% -$1.53万 减仓
VV VANGUARD INDEX FDS $4.99万0.03%145 00.0% — 不变
YUM YUM BRANDS $5.95万0.04%372 00.0% — 不变
SCHB SCHWAB US BROAD MARKET ETF $7.18万0.05%2,480 00.0% — 不变
T AT&T INC $8.28万0.06%4,000 00.0% — 不变
MMT MFS MULTIMARKET INCOME TR $9.68万0.06%22,000 00.0% — 不变
PSA PUBLIC STORAGE $11.36万0.08%357 00.0% — 不变
PEP PEPSICO INC $12.59万0.08%930 00.0% — 不变
NTRS NORTHERN TR CORP $13.91万0.09%800 00.0% — 不变
— HANCOCK JOHN INVS TR $18.65万0.12%14,000 00.0% — 不变
VOOG VANGUARD ADMIRAL FUNDS INC $19.63万0.13%2,376 00.0% — 不变
PFE PFIZER INC $20.83万0.14%8,650 00.0% — 不变
— EXXON MOBIL CORP $21.88万0.15%1,600 -11,953-88.2% -$163.42万 减仓
RTX RAYTHEON TECHNOLOGIES CO $25.90万0.17%1,365 00.0% — 不变
KO COCA COLA CO $29.91万0.20%3,680 00.0% — 不变
DNP DNP SELECT INCOME FD $37.77万0.25%35,000 4,00012.9% $4.32万 加仓
GOOG ALPHABET, INC. $41.52万0.28%1,175 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $54.09万0.36%2,000 00.0% — 不变
CBRE CARRIER GLOBAL CORP $73.77万0.49%6,060 -50-0.8% -$6,087 减仓
AMZN AMAZON.COM INC. $77.15万0.52%3,237 802.5% $1.91万 加仓
LLY LILLY ELI & CO $83.96万0.56%700 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $131.02万0.88%2,620 -180-6.4% -$9.00万 减仓
JNJ JOHNSON & JOHNSON $159.47万1.07%6,279 00.0% — 不变
MCD MCDONALDS CORP $175.67万1.18%6,499 -50-0.8% -$1.35万 减仓
TMUS T-MOBILE US INC $219.17万1.47%13,067 -211-1.6% -$3.54万 减仓
NVDA NVIDIA CORP $221.22万1.48%11,056 3,60048.3% $72.03万 加仓
PYPL PAYPAL HOLDINGS, INC. $221.64万1.49%51,330 21,65573.0% $93.51万 加仓
DVN DEVON ENERGY CORP NEW $226.89万1.52%54,910 -2,275-4.0% -$9.40万 减仓
SKYD PARAMOUNT SKYDANCE $248.87万1.67%252,408 96,25061.6% $94.90万 加仓
F FORD MTR CO DEL $249.92万1.67%179,796 -5,500-3.0% -$7.64万 减仓
PG PROCTER & GAMBLE CO $283.92万1.90%19,362 -170-0.9% -$2.49万 减仓
AMD ADVANCED MICRO DEVICE $367.19万2.46%6,321 -220-3.4% -$12.78万 减仓
— SCHWAB CHARLES CORP NEW $420.47万2.82%45,570 -1,350-2.9% -$12.46万 减仓
HD HOME DEPOT $447.76万3.00%12,696 -110-0.9% -$3.88万 减仓
BA BOEING CO $471.99万3.16%21,804 3,48319.0% $75.40万 加仓
CSCO CISCO SYS INC $498.90万3.34%45,570 2,4965.8% $27.33万 加仓
KMI KINDER MORGAN, INC. $571.99万3.83%178,915 -4,700-2.6% -$15.03万 减仓
BAC BANK OF AMERICA CORPORATION $637.53万4.27%111,887 -1,400-1.2% -$7.98万 减仓
GEV GE VERNOVA INC. $668.55万4.48%5,691 -111-1.9% -$13.04万 减仓
INTC INTEL CORP $792.05万5.31%56,725 -1,250-2.2% -$17.45万 减仓
— GE AEROSPACE $827.74万5.55%22,148 -400-1.8% -$14.95万 减仓
JPM JPMORGAN CHASE & CO $940.12万6.30%28,721 -110-0.4% -$3.60万 减仓
MSFT MICROSOFT CORP $1,002.38万6.72%26,872 2841.1% $10.59万 加仓
AAPL APPLE INC $1,119.79万7.51%38,699 -494-1.3% -$14.29万 减仓
GOOGL ALPHABET, INC. $1,458.96万9.78%40,825 -440-1.1% -$15.72万 减仓
— MARVELL TECHNOLOGY, INC. $1,951.63万13.08%65,515 -1,550-2.3% -$46.17万 减仓