Narus Financial Partners, LLC
SALT LAKE CITY UT · SEC CIK 0001698091
$3.89亿2026Q2 申报市值
177持仓数
56.4%前十大占比 · 第一大 38.9%
20 / 8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
BINC 新建仓+$112.18万
MINT 加仓+$92.23万
AVDE 加仓+$75.01万
BND 加仓+$72.21万
CGDV 新建仓+$54.83万
2026Q2 卖出最多 按季末市值估算
WMT 减仓-$121.35万
GOOGL 减仓-$94.49万
NVDA 减仓-$87.00万
AAPL 减仓-$65.60万
JEPQ 清仓-$54.80万
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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $55.97万 | 0.14% | 1,099 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $55.02万 | 0.14% | 721 | 161 | 28.7% | $12.29万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.83万 | 0.14% | 11,127 | 11,127 | — | $54.83万 | 新建仓 |
| WTV | WISDOMTREE TR | $53.68万 | 0.14% | 5,277 | 5,277 | — | $53.68万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $52.68万 | 0.14% | 9,752 | 29 | 0.3% | $1,567 | 加仓 |
| LLY | ELI LILLY & CO | $52.42万 | 0.13% | 437 | -54 | -11.0% | -$6.48万 | 减仓 |
| CSCO | CISCO SYS INC | $50.81万 | 0.13% | 4,326 | -43 | -1.0% | -$5,051 | 减仓 |
| SPYV | SPDR SERIES TRUST | $50.60万 | 0.13% | 8,324 | 507 | 6.5% | $3.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.96万 | 0.13% | 523 | -25 | -4.6% | -$2.34万 | 减仓 |
| VCR | VANGUARD WORLD FD | $46.72万 | 0.12% | 1,178 | 78 | 7.1% | $3.09万 | 加仓 |
| TSLA | TESLA INC | $45.59万 | 0.12% | 1,084 | -328 | -23.2% | -$13.80万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $45.22万 | 0.12% | 4,388 | 4,388 | — | $45.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $44.92万 | 0.12% | 2,965 | -90 | -2.9% | -$1.36万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $44.83万 | 0.12% | 8,864 | -400 | -4.3% | -$2.02万 | 减仓 |
| GE | GE AEROSPACE | $43.99万 | 0.11% | 1,177 | -69 | -5.5% | -$2.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.66万 | 0.11% | 3,743 | 346 | 10.2% | $4.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.54万 | 0.11% | 1,840 | 66 | 3.7% | $1.56万 | 加仓 |
| VHT | VANGUARD WORLD FD | $43.42万 | 0.11% | 1,452 | 108 | 8.0% | $3.23万 | 加仓 |
| IFRA | ISHARES TR | $43.39万 | 0.11% | 6,883 | 6,883 | — | $43.39万 | 新建仓 |
| USHY | ISHARES TR | $43.09万 | 0.11% | 11,641 | 239 | 2.1% | $8,848 | 加仓 |
| EWJ | ISHARES INC | $42.95万 | 0.11% | 4,605 | -20 | -0.4% | -$1,865 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.62万 | 0.11% | 965 | 965 | — | $41.62万 | 新建仓 |
| GOOG | ALPHABET INC | $41.11万 | 0.11% | 1,164 | 15 | 1.3% | $5,298 | 加仓 |
| HQY | HEALTHEQUITY INC | $40.84万 | 0.10% | 4,522 | -476 | -9.5% | -$4.30万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $40.75万 | 0.10% | 9,879 | -30 | -0.3% | -$1,238 | 减仓 |
| MCK | MCKESSON CORP | $40.35万 | 0.10% | 534 | 44 | 9.0% | $3.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.35万 | 0.10% | 350 | 350 | — | $40.35万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $38.58万 | 0.10% | 6,689 | -666 | -9.1% | -$3.84万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.24万 | 0.10% | 6,636 | 75 | 1.1% | $4,321 | 加仓 |
| VLO | VALERO ENERGY CORP | $37.84万 | 0.10% | 1,453 | -634 | -30.4% | -$16.51万 | 减仓 |
| CI | THE CIGNA GROUP | $37.49万 | 0.10% | 1,360 | 51 | 3.9% | $1.41万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.57万 | 0.09% | 700 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $36.49万 | 0.09% | 2,047 | -528 | -20.5% | -$9.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.57万 | 0.09% | 9,169 | 528 | 6.1% | $2.05万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $35.46万 | 0.09% | 3,250 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $33.97万 | 0.09% | 3,321 | -712 | -17.7% | -$7.28万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $33.76万 | 0.09% | 6,519 | 229 | 3.6% | $1.19万 | 加仓 |
| IYZ | ISHARES TR | $33.75万 | 0.09% | 7,977 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $33.48万 | 0.09% | 2,200 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $33.43万 | 0.09% | 979 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $33.24万 | 0.09% | 11,077 | 186 | 1.7% | $5,582 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.98万 | 0.08% | 975 | -103 | -9.6% | -$3.48万 | 减仓 |
| NVS | NOVARTIS AG | $29.60万 | 0.08% | 1,889 | 50 | 2.7% | $7,836 | 加仓 |
| GIS | GENERAL MILLS INC | $29.58万 | 0.08% | 8,500 | 2,450 | 40.5% | $8.53万 | 加仓 |
| WHR | WHIRLPOOL CORP | $29.57万 | 0.08% | 7,500 | 7,500 | — | $29.57万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $28.36万 | 0.07% | 859 | -51 | -5.6% | -$1.68万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $28.17万 | 0.07% | 4,296 | -2,996 | -41.1% | -$19.65万 | 减仓 |
| NOW | SERVICENOW INC | $26.72万 | 0.07% | 2,691 | 2,691 | — | $26.72万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $26.01万 | 0.07% | 1,024 | 72 | 7.6% | $1.83万 | 加仓 |
| VV | VANGUARD INDEX FDS | $25.79万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $25.37万 | 0.07% | 128 | -25 | -16.3% | -$4.95万 | 减仓 |
| PYLD | PIMCO ETF TR | $24.80万 | 0.06% | 9,350 | 9,350 | — | $24.80万 | 新建仓 |
| IX | ORIX CORP | $24.73万 | 0.06% | 6,500 | 6,500 | — | $24.73万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $24.68万 | 0.06% | 538 | -29 | -5.1% | -$1.33万 | 减仓 |
| GEV | GE VERNOVA INC | $24.55万 | 0.06% | 209 | 209 | — | $24.55万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $24.22万 | 0.06% | 2,260 | -164 | -6.8% | -$1.76万 | 减仓 |
| ROST | ROSS STORES INC | $24.16万 | 0.06% | 1,135 | 175 | 18.2% | $3.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.13万 | 0.06% | 681 | 3 | 0.4% | $1,063 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.88万 | 0.06% | 3,452 | 0 | 0.0% | — | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $23.48万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $23.43万 | 0.06% | 1,412 | 1,412 | — | $23.43万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.29万 | 0.06% | 683 | 683 | — | $23.29万 | 新建仓 |
| AMGN | AMGEN INC | $23.21万 | 0.06% | 641 | -25 | -3.8% | -$9,053 | 减仓 |
| CRWV | COREWEAVE INC | $23.06万 | 0.06% | 2,317 | -1,639 | -41.4% | -$16.31万 | 减仓 |
| SHEL | SHELL PLC | $22.70万 | 0.06% | 2,928 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $22.10万 | 0.06% | 2,754 | 2,754 | — | $22.10万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.01万 | 0.06% | 225 | 225 | — | $22.01万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $21.80万 | 0.06% | 1,636 | -595 | -26.7% | -$7.93万 | 减仓 |
| T | AT&T INC | $21.64万 | 0.06% | 10,455 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $21.28万 | 0.05% | 3,956 | 3,956 | — | $21.28万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.22万 | 0.05% | 4,662 | -968 | -17.2% | -$4.41万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $20.98万 | 0.05% | 620 | 620 | — | $20.98万 | 新建仓 |
| NTAP | NETAPP INC | $20.75万 | 0.05% | 1,341 | -833 | -38.3% | -$12.89万 | 重新持有 |
| IWS | ISHARES TR | $20.74万 | 0.05% | 1,260 | 1,260 | — | $20.74万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $20.24万 | 0.05% | 2,302 | 2,302 | — | $20.24万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $20.19万 | 0.05% | 2,000 | 0 | 0.0% | — | 重新持有 |
| VOD | VODAFONE GROUP PLC | $13.22万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,871 | -100.0% | -$54.80万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -5,900 | -100.0% | -$46.97万 | 清仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,677 | -100.0% | -$27.44万 | 清仓 |
| UUP | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -8,939 | -100.0% | -$24.83万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -69 | -100.0% | -$23.31万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -4,512 | -100.0% | -$22.99万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -7,500 | -100.0% | -$21.71万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -645 | -100.0% | -$21.02万 | 清仓 |