Van Hulzen Asset Management, LLC
EL DORADO HILLS CA · SEC CIK 0001600145
$14.06亿2026Q2 申报市值
387持仓数
30.1%前十大占比 · 第一大 6.8%
47 / 26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
PANW 加仓+$634.54万
P 新建仓+$538.23万
MSCI 新建仓+$529.14万
UNP 新建仓+$355.42万
AWK 加仓+$343.80万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$2,114.10万
FBTC 减仓-$1,088.75万
AAPL 减仓-$1,067.71万
BALL 清仓-$789.12万
CSCO 减仓-$748.82万
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 |
|---|---|---|---|---|---|---|---|---|
| CWI | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,784 | -100.0% | -$24.82万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,739 | -100.0% | -$23.96万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,922 | -100.0% | -$22.67万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -1,967 | -100.0% | -$21.58万 | 清仓 |
| VSGX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,929 | -100.0% | -$21.01万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -62 | -100.0% | -$20.94万 | 清仓 |
| KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$20.41万 | 清仓 |
| — | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -4,201 | -100.0% | -$20.29万 | 清仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -11,585 | -100.0% | -$16.17万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -28,710 | -100.0% | -$14.64万 | 清仓 |
| — | SUNPOWER INC | $0 | 0.00% | 0 | -32,000 | -100.0% | -$4.06万 | 清仓 |
| — | CHEGG INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$3.04万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -5 | -100.0% | -$3,084 | 清仓 |