Ehrenkranz Partners L.P.
NEW YORK NY · SEC CIK 0001641043
$1.73亿2026Q2 申报市值
49持仓数
85.7%前十大占比 · 第一大 25.9%
7 / 5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
EWJ 加仓+$1,299.87万
EFA 加仓+$847.04万
SPY 加仓+$324.03万
VTV 加仓+$247.90万
ITA 新建仓+$220.60万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$527.29万
AKRE 清仓-$441.27万
XBI 清仓-$150.24万
TMUS 清仓-$21.93万
NEE 清仓-$20.15万
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 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC | $4,481.76万 | 25.87% | 221,979 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $4,091.13万 | 23.62% | 438,633 | 139,366 | 46.6% | $1,299.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,547.50万 | 8.93% | 20,722 | 4,339 | 26.5% | $324.03万 | 加仓 |
| EFA | ISHARES TR | $1,147.44万 | 6.62% | 110,458 | 81,540 | 282.0% | $847.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $761.40万 | 4.40% | 35,785 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $713.51万 | 4.12% | 10,388 | -18 | -0.2% | -$1.24万 | 减仓 |
| VO | VANGUARD INDEX FDS | $604.30万 | 3.49% | 75,003 | -1,125 | -1.5% | -$9.06万 | 减仓 |
| ACWX | ISHARES TR | $601.19万 | 3.47% | 78,989 | 743 | 0.9% | $5.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $531.48万 | 3.07% | 24,387 | 11,375 | 87.4% | $247.90万 | 加仓 |
| IWF | ISHARES TR | $360.62万 | 2.08% | 29,042 | -394 | -1.3% | -$4.89万 | 减仓 |
| ITA | ISHARES TR | $220.60万 | 1.27% | 9,100 | 9,100 | — | $220.60万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $154.29万 | 0.89% | 7,711 | 729 | 10.4% | $14.59万 | 加仓 |
| IWR | ISHARES TR | $147.01万 | 0.85% | 13,326 | -174 | -1.3% | -$1.92万 | 减仓 |
| GLD | SPDR GOLD TR | $127.28万 | 0.73% | 3,455 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.84万 | 0.69% | 2,375 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.90万 | 0.66% | 3,252 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $109.26万 | 0.63% | 2,929 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.37万 | 0.63% | 13,111 | 23 | 0.2% | $1,901 | 加仓 |
| AMZN | AMAZON COM INC | $103.46万 | 0.60% | 4,341 | -80 | -1.8% | -$1.91万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $99.65万 | 0.58% | 77,366 | 19,981 | 34.8% | $25.74万 | 加仓 |
| AAPL | APPLE INC | $91.29万 | 0.53% | 3,155 | 151 | 5.0% | $4.37万 | 加仓 |
| LLY | ELI LILLY & CO | $88.52万 | 0.51% | 738 | 66 | 9.8% | $7.92万 | 加仓 |
| APH | AMPHENOL CORP | $74.58万 | 0.43% | 4,230 | -84 | -1.9% | -$1.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.24万 | 0.43% | 2,268 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $73.86万 | 0.43% | 43,015 | 5,541 | 14.8% | $9.51万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $61.37万 | 0.35% | 21,787 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $46.45万 | 0.27% | 1,243 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.44万 | 0.27% | 5,544 | -607 | -9.9% | -$5.08万 | 减仓 |
| GEV | GE VERNOVA INC | $42.65万 | 0.25% | 363 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $41.81万 | 0.24% | 2,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.84万 | 0.24% | 1,103 | -53 | -4.6% | -$1.96万 | 减仓 |
| META | META PLATFORMS INC | $40.61万 | 0.23% | 721 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $39.19万 | 0.23% | 2,674 | 327 | 13.9% | $4.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $34.91万 | 0.20% | 879 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $31.32万 | 0.18% | 435 | -25 | -5.4% | -$1.80万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $29.03万 | 0.17% | 699 | 29 | 4.3% | $1.20万 | 加仓 |
| BX | BLACKSTONE INC | $28.88万 | 0.17% | 2,454 | -1,024 | -29.4% | -$12.05万 | 减仓 |
| V | VISA INC | $28.10万 | 0.16% | 819 | -148 | -15.3% | -$5.08万 | 减仓 |
| KO | COCA COLA CO | $27.69万 | 0.16% | 3,407 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $27.25万 | 0.16% | 3,711 | 3,711 | — | $27.25万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $26.67万 | 0.15% | 5,282 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.02万 | 0.14% | 499 | -100 | -16.7% | -$5.01万 | 减仓 |
| RTX | RTX CORPORATION | $24.10万 | 0.14% | 1,270 | 124 | 10.8% | $2.35万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.89万 | 0.14% | 313 | 313 | — | $23.89万 | 新建仓 |
| AVGO | BROADCOM INC | $23.80万 | 0.14% | 630 | 630 | — | $23.80万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.59万 | 0.14% | 660 | 660 | — | $23.59万 | 新建仓 |
| DHI | D R HORTON INC | $21.13万 | 0.12% | 1,297 | 1,297 | — | $21.13万 | 新建仓 |
| AON | AON PLC | $20.76万 | 0.12% | 626 | -195 | -23.8% | -$6.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.23万 | 0.12% | 200 | 200 | — | $20.23万 | 新建仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -27,490 | -100.0% | -$527.29万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -83,495 | -100.0% | -$441.27万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,762 | -100.0% | -$150.24万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$21.93万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,169 | -100.0% | -$20.15万 | 清仓 |