Checchi Capital Advisers, LLC
BEVERLY HILLS CA · SEC CIK 0001598186
$22.20亿2026Q2 申报市值
609持仓数
40.3%前十大占比 · 第一大 10.4%
41 / 43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
VUG 加仓+$5,826.52万
IAU 加仓+$962.64万
VOT 加仓+$480.96万
VGLT 加仓+$272.07万
MGK 加仓+$262.61万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$1,603.57万
IEV 减仓-$1,492.81万
EEM 减仓-$917.59万
VGK 减仓-$613.86万
TLT 减仓-$602.03万
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 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | $84.73万 | 0.04% | 5,789 | 381 | 7.0% | $5.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F 看跌期权 | $84.75万 | 0.04% | 5,400 | 2,200 | 68.8% | $34.53万 | 加仓 |
| TRGP | TARGA RES CORP | $84.76万 | 0.04% | 3,161 | 37 | 1.2% | $9,921 | 加仓 |
| T | AT&T INC | $85.02万 | 0.04% | 41,072 | -5,050 | -10.9% | -$10.45万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $86.08万 | 0.04% | 8,584 | 5,322 | 163.2% | $53.37万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $87.10万 | 0.04% | 7,173 | -21 | -0.3% | -$2,550 | 减仓 |
| AFL | AFLAC INC | $87.27万 | 0.04% | 7,443 | -145 | -1.9% | -$1.70万 | 减仓 |
| MCK | MCKESSON CORP | $87.42万 | 0.04% | 1,157 | -78 | -6.3% | -$5.89万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $87.45万 | 0.04% | 3,233 | -293 | -8.3% | -$7.92万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $88.01万 | 0.04% | 2,798 | -92 | -3.2% | -$2.89万 | 减仓 |
| IRM | IRON MTN INC DEL | $88.41万 | 0.04% | 6,999 | 19 | 0.3% | $2,400 | 加仓 |
| CI | THE CIGNA GROUP | $88.58万 | 0.04% | 3,213 | -2 | -0.1% | -$551 | 减仓 |
| UL | UNILEVER PLC | $89.19万 | 0.04% | 14,835 | -865 | -5.5% | -$5.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $89.70万 | 0.04% | 2,614 | -199 | -7.1% | -$6.83万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $89.95万 | 0.04% | 6,156 | -85 | -1.4% | -$1.24万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $90.27万 | 0.04% | 5,180 | 163 | 3.2% | $2.84万 | 加仓 |
| SAP | SAP SE | $90.85万 | 0.04% | 5,895 | -164 | -2.7% | -$2.53万 | 减仓 |
| VDE | VANGUARD WORLD FD | $91.83万 | 0.04% | 6,117 | -528 | -7.9% | -$7.93万 | 减仓 |
| PSX | PHILLIPS 66 | $92.00万 | 0.04% | 5,442 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $92.39万 | 0.04% | 9,041 | -211 | -2.3% | -$2.16万 | 减仓 |
| NVO | NOVO-NORDISK A S | $92.83万 | 0.04% | 19,363 | -534 | -2.7% | -$2.56万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $94.03万 | 0.04% | 2,846 | -43 | -1.5% | -$1.42万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $95.16万 | 0.04% | 16,881 | 119 | 0.7% | $6,708 | 加仓 |
| MMM | 3M CO | $95.24万 | 0.04% | 5,882 | -117 | -2.0% | -$1.89万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $95.31万 | 0.04% | 6,073 | 126 | 2.1% | $1.98万 | 加仓 |
| SAN | BANCO SANTANDER SA | $95.57万 | 0.04% | 69,251 | -1,084 | -1.5% | -$1.50万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $96.16万 | 0.04% | 11,482 | 7,472 | 186.3% | $62.58万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $96.20万 | 0.04% | 7,032 | 47 | 0.7% | $6,430 | 加仓 |
| CTAS | CINTAS CORP | $96.33万 | 0.04% | 5,664 | -350 | -5.8% | -$5.95万 | 减仓 |
| ENB | ENBRIDGE INC | $96.86万 | 0.04% | 17,867 | -200 | -1.1% | -$1.08万 | 减仓 |
| RIO | RIO TINTO PLC | $96.92万 | 0.04% | 10,210 | 23 | 0.2% | $2,183 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $97.44万 | 0.04% | 23,013 | -2,510 | -9.8% | -$10.63万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.73万 | 0.04% | 2,458 | -250 | -9.2% | -$9.94万 | 减仓 |
| SYK | STRYKER CORPORATION | $98.26万 | 0.04% | 3,121 | -235 | -7.0% | -$7.40万 | 减仓 |
| PHM | PULTE GROUP INC | $99.60万 | 0.04% | 7,259 | -437 | -5.7% | -$6.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $100.39万 | 0.05% | 3,041 | -5 | -0.2% | -$1,651 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $100.45万 | 0.05% | 19,860 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $100.57万 | 0.05% | 27,166 | 13,080 | 92.9% | $48.42万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.69万 | 0.05% | 2,050 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $101.00万 | 0.05% | 40,302 | -606 | -1.5% | -$1.52万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $101.52万 | 0.05% | 22,504 | -259 | -1.1% | -$1.17万 | 减仓 |
| MGC | VANGUARD WORLD FD | $102.26万 | 0.05% | 3,737 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $103.47万 | 0.05% | 43,997 | -877 | -2.0% | -$2.06万 | 减仓 |
| SPGI | S&P GLOBAL INC | $103.73万 | 0.05% | 2,547 | -274 | -9.7% | -$11.16万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $105.56万 | 0.05% | 4,720 | 30 | 0.6% | $6,710 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.57万 | 0.05% | 3,125 | 34 | 1.1% | $1.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $108.40万 | 0.05% | 2,925 | -57 | -1.9% | -$2.11万 | 减仓 |
| CME | CME GROUP INC | $108.77万 | 0.05% | 4,926 | -371 | -7.0% | -$8.19万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $109.69万 | 0.05% | 5,468 | -121 | -2.2% | -$2.43万 | 减仓 |
| IWN | ISHARES TR | $109.87万 | 0.05% | 4,967 | -8,255 | -62.4% | -$182.60万 | 减仓 |
| CSX | CSX CORP | $110.88万 | 0.05% | 23,329 | -370 | -1.6% | -$1.76万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $112.23万 | 0.05% | 8,866 | 1 | 0.0% | $127 | 加仓 |
| ANET | ARISTA NETWORKS INC | $112.27万 | 0.05% | 6,609 | 107 | 1.6% | $1.82万 | 加仓 |
| MO | ALTRIA GROUP INC | $113.60万 | 0.05% | 15,789 | -348 | -2.2% | -$2.50万 | 减仓 |
| BA | BOEING CO | $114.25万 | 0.05% | 5,278 | -625 | -10.6% | -$13.53万 | 减仓 |
| CB | CHUBB LIMITED | $114.68万 | 0.05% | 3,366 | -89 | -2.6% | -$3.03万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $114.71万 | 0.05% | 4,659 | -25 | -0.5% | -$6,156 | 减仓 |
| ABT | ABBOTT LABORATORIES | $115.56万 | 0.05% | 12,736 | -2,087 | -14.1% | -$18.94万 | 减仓 |
| TMUS | T-MOBILE US INC | $115.77万 | 0.05% | 6,902 | -370 | -5.1% | -$6.21万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $116.11万 | 0.05% | 8,029 | -34 | -0.4% | -$4,917 | 减仓 |
| EMR | EMERSON ELEC CO | $116.36万 | 0.05% | 8,129 | 154 | 1.9% | $2.20万 | 加仓 |
| EQIX | EQUINIX INC | $116.59万 | 0.05% | 1,119 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $118.47万 | 0.05% | 23,905 | -666 | -2.7% | -$3.30万 | 减仓 |
| IEF | ISHARES TR | $120.21万 | 0.05% | 12,711 | 427 | 3.5% | $4.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $120.62万 | 0.05% | 5,535 | -73,582 | -93.0% | -$1,603.57万 | 减仓 |
| SO | SOUTHERN CO | $122.66万 | 0.06% | 12,816 | 548 | 4.5% | $5.24万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $123.42万 | 0.06% | 5,511 | -53 | -1.0% | -$1.19万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $123.95万 | 0.06% | 931 | -6 | -0.6% | -$7,988 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $124.16万 | 0.06% | 4,168 | 209 | 5.3% | $6.23万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $124.31万 | 0.06% | 9,839 | -692 | -6.6% | -$8.74万 | 减仓 |
| TTE | TOTALENERGIES SE | $124.62万 | 0.06% | 16,027 | -227 | -1.4% | -$1.77万 | 减仓 |
| OEF | ISHARES TR | $125.71万 | 0.06% | 3,436 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $125.74万 | 0.06% | 5,756 | -5 | -0.1% | -$1,092 | 减仓 |
| VTI | VANGUARD INDEX FDS | $126.60万 | 0.06% | 3,421 | -322 | -8.6% | -$11.92万 | 减仓 |
| VLO | VALERO ENERGY CORP | $127.48万 | 0.06% | 4,895 | -128 | -2.5% | -$3.33万 | 减仓 |
| WM | WASTE MGMT INC DEL | $128.73万 | 0.06% | 5,776 | 51 | 0.9% | $1.14万 | 加仓 |
| PEP | PEPSICO INC | $129.51万 | 0.06% | 9,565 | -1,537 | -13.8% | -$20.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $129.60万 | 0.06% | 1,325 | -24 | -1.8% | -$2.35万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $131.87万 | 0.06% | 66,298 | -698 | -1.0% | -$1.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $132.51万 | 0.06% | 12,746 | 157 | 1.2% | $1.63万 | 加仓 |
| VIS | VANGUARD WORLD FD | $132.87万 | 0.06% | 3,687 | -72 | -1.9% | -$2.59万 | 减仓 |
| RY | ROYAL BK CDA | $134.68万 | 0.06% | 6,507 | -28 | -0.4% | -$5,795 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $135.08万 | 0.06% | 14,640 | 386 | 2.7% | $3.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $135.79万 | 0.06% | 2,709 | -2 | -0.1% | -$1,003 | 减仓 |
| LIN | LINDE PLC | $137.47万 | 0.06% | 2,649 | -55 | -2.0% | -$2.85万 | 减仓 |
| UNP | UNION PAC CORP | $137.94万 | 0.06% | 5,071 | -58 | -1.1% | -$1.58万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $140.62万 | 0.06% | 16,879 | 248 | 1.5% | $2.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $142.93万 | 0.06% | 2,081 | 282 | 15.7% | $19.37万 | 加仓 |
| LOW | LOWES COS INC | $143.06万 | 0.06% | 6,488 | -526 | -7.5% | -$11.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $144.53万 | 0.07% | 4,080 | 54 | 1.3% | $1.91万 | 加仓 |
| MLPA | GLOBAL X FDS | $146.78万 | 0.07% | 27,653 | -557 | -2.0% | -$2.96万 | 减仓 |
| DIS | DISNEY WALT CO | $149.99万 | 0.07% | 15,583 | -1,479 | -8.7% | -$14.24万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $150.75万 | 0.07% | 8,951 | -370 | -4.0% | -$6.23万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $151.23万 | 0.07% | 2,969 | -184 | -5.8% | -$9.37万 | 减仓 |
| WMB | WILLIAMS COS INC | $153.17万 | 0.07% | 20,604 | 37 | 0.2% | $2,751 | 加仓 |
| WELL | WELLTOWER INC | $158.82万 | 0.07% | 6,998 | 29 | 0.4% | $6,582 | 加仓 |
| SHEL | SHELL PLC | $160.61万 | 0.07% | 20,713 | -246 | -1.2% | -$1.91万 | 减仓 |
| TBLA | TABOOLA.COM LTD | $165.97万 | 0.07% | 331,943 | -75,656 | -18.6% | -$37.83万 | 减仓 |
| IGSB | ISHARES TR | $169.79万 | 0.08% | 32,396 | 736 | 2.3% | $3.86万 | 加仓 |
| DE | DEERE & CO | $172.10万 | 0.08% | 2,713 | -39 | -1.4% | -$2.47万 | 减仓 |