Ehrenkranz Partners L.P.
NEW YORK NY · SEC CIK 0001641043
$1.26亿2026Q1 申报市值
47持仓数
79.1%前十大占比 · 第一大 21.6%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EWJ 新建仓+$2,527.01万
EWY 加仓+$773.47万
SPY 加仓+$416.69万
RSP 加仓+$94.81万
OAKM 新建仓+$60.06万
2026Q1 卖出最多 按季末市值估算
XBI 重新持有-$1,934.23万
IWF 减仓-$93.05万
AKRE 减仓-$55.21万
BRK/B 减仓-$41.50万
GOOG 减仓-$33.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -492 | -100.0% | -$30.63万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,940 | -100.0% | -$28.08万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,424 | -100.0% | -$27.98万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -449 | -100.0% | -$25.63万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -897 | -100.0% | -$20.75万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $20.15万 | 0.16% | 2,169 | 2,169 | — | $20.15万 | 新建仓 |
| TMUS | T-MOBILE US INC | $21.93万 | 0.17% | 1,044 | -140 | -11.8% | -$2.94万 | 减仓 |
| RTX | RTX CORPORATION | $22.11万 | 0.17% | 1,146 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $25.25万 | 0.20% | 460 | 460 | — | $25.25万 | 新建仓 |
| KO | COCA COLA CO | $25.91万 | 0.20% | 3,407 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $26.50万 | 0.21% | 821 | -60 | -6.8% | -$1.94万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $26.61万 | 0.21% | 5,282 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $27.96万 | 0.22% | 879 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $29.08万 | 0.23% | 670 | -42 | -5.9% | -$1.82万 | 减仓 |
| V | VISA INC | $29.23万 | 0.23% | 967 | 25 | 2.7% | $7,556 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.44万 | 0.23% | 599 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.69万 | 0.25% | 363 | 20 | 5.8% | $1.75万 | 加仓 |
| MS | MORGAN STANLEY | $32.91万 | 0.26% | 2,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $34.53万 | 0.27% | 2,347 | -75 | -3.1% | -$1.10万 | 减仓 |
| GE | GE AEROSPACE | $35.27万 | 0.28% | 1,243 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $37.10万 | 0.29% | 1,156 | -148 | -11.3% | -$4.75万 | 减仓 |
| BX | BLACKSTONE INC | $39.99万 | 0.32% | 3,478 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $41.25万 | 0.33% | 721 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.20万 | 0.37% | 6,151 | 372 | 6.4% | $2.79万 | 加仓 |
| APH | AMPHENOL CORP | $54.51万 | 0.43% | 4,314 | 787 | 22.3% | $9.94万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $60.06万 | 0.47% | 21,787 | 21,787 | — | $60.06万 | 新建仓 |
| LLY | ELI LILLY & CO | $61.81万 | 0.49% | 672 | -29 | -4.1% | -$2.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $66.72万 | 0.53% | 2,268 | -189 | -7.7% | -$5.56万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $68.88万 | 0.54% | 37,474 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $72.65万 | 0.57% | 57,385 | 776 | 1.4% | $9,824 | 加仓 |
| AAPL | APPLE INC | $76.24万 | 0.60% | 3,004 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $92.08万 | 0.73% | 4,421 | 155 | 3.6% | $3.23万 | 加仓 |
| GOOG | ALPHABET INC | $93.29万 | 0.74% | 3,252 | -1,181 | -26.6% | -$33.88万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.31万 | 0.86% | 13,088 | 13 | 0.1% | $1,076 | 加仓 |
| MSFT | MICROSOFT CORP | $108.42万 | 0.86% | 2,929 | -16 | -0.5% | -$5,923 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.81万 | 0.90% | 2,375 | -866 | -26.7% | -$41.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $121.77万 | 0.96% | 6,982 | -107 | -1.5% | -$1.87万 | 减仓 |
| IWR | ISHARES TR | $131.27万 | 1.04% | 13,500 | -435 | -3.1% | -$4.23万 | 减仓 |
| GLD | SPDR GOLD TR | $148.67万 | 1.18% | 3,455 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $150.24万 | 1.19% | 11,762 | -151,431 | -92.8% | -$1,934.23万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $255.31万 | 2.02% | 13,012 | 8 | 0.1% | $1,570 | 加仓 |
| EFA | ISHARES TR | $280.88万 | 2.22% | 28,918 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $313.80万 | 2.48% | 7,359 | -2,182 | -22.9% | -$93.05万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $441.27万 | 3.49% | 83,495 | -10,447 | -11.1% | -$55.21万 | 减仓 |
| QUAL | ISHARES TR | $527.29万 | 4.17% | 27,490 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $535.75万 | 4.24% | 78,246 | 6,908 | 9.7% | $47.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $546.57万 | 4.32% | 19,032 | 730 | 4.0% | $20.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $621.85万 | 4.92% | 10,406 | 48 | 0.5% | $2.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $686.79万 | 5.43% | 35,785 | 4,940 | 16.0% | $94.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,065.50万 | 8.43% | 16,383 | 6,407 | 64.2% | $416.69万 | 加仓 |
| EWJ | ISHARES INC | $2,527.01万 | 19.99% | 299,267 | 299,267 | — | $2,527.01万 | 新建仓 |
| EWY | ISHARES INC | $2,730.56万 | 21.60% | 221,979 | 62,879 | 39.5% | $773.47万 | 加仓 |