Congress Park Capital LLC
SARATOGA SPRINGS NY · SEC CIK 0001730945
$3.26亿2026Q1 申报市值
131持仓数
40.8%前十大占比 · 第一大 7.2%
11 / 6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
JFR 加仓+$704.30万
MQY 新建仓+$313.14万
SGOV 加仓+$190.31万
FWONK 新建仓+$135.84万
IVV 加仓+$118.43万
2026Q1 卖出最多 按季末市值估算
BLACKROCK MUNIYI 清仓-$472.05万
TTD 减仓-$124.06万
MSFT 减仓-$122.90万
CRM 减仓-$110.75万
XNEAX 减仓-$106.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $189.87万 | 0.58% | 9,177 | -553 | -5.7% | -$11.44万 | 减仓 |
| V | VISA INC | $190.04万 | 0.58% | 6,288 | 720 | 12.9% | $21.76万 | 加仓 |
| CLH | CLEAN HARBORS INC | $203.48万 | 0.62% | 7,097 | -5 | -0.1% | -$1,434 | 减仓 |
| AVGO | BROADCOM INC | $228.61万 | 0.70% | 7,386 | 685 | 10.2% | $21.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $228.94万 | 0.70% | 2,706 | -19 | -0.7% | -$1.61万 | 减仓 |
| FTNT | FORTINET INC | $232.00万 | 0.71% | 28,389 | 3,041 | 12.0% | $24.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $232.70万 | 0.71% | 6,888 | 30 | 0.4% | $1.01万 | 加仓 |
| ASML | ASML HLDG NV | $281.34万 | 0.86% | 2,130 | -130 | -5.8% | -$17.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $296.61万 | 0.91% | 37,258 | -338 | -0.9% | -$2.69万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $313.14万 | 0.96% | 285,192 | 285,192 | — | $313.14万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $315.72万 | 0.97% | 25,714 | -740 | -2.8% | -$9.09万 | 减仓 |
| — | HERON THERAPEUTICS INC | $322.66万 | 0.99% | 4,032,737 | 965,262 | 31.5% | $77.23万 | 加仓 |
| LLY | ELI LILLY & CO | $331.98万 | 1.02% | 3,609 | -49 | -1.3% | -$4.51万 | 减仓 |
| GLD | SPDR GOLD TR | $408.13万 | 1.25% | 9,485 | 20 | 0.2% | $8,606 | 加仓 |
| EMBJ | EMBRAER S.A. | $413.27万 | 1.27% | 69,644 | -730 | -1.0% | -$4.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $418.06万 | 1.28% | 14,212 | 130 | 0.9% | $3.82万 | 加仓 |
| — | EXXON MOBIL CORP | $421.54万 | 1.29% | 24,846 | -962 | -3.7% | -$16.32万 | 减仓 |
| GOOG | ALPHABET INC | $466.65万 | 1.43% | 16,268 | -225 | -1.4% | -$6.45万 | 减仓 |
| PULS | PGIM ETF TR | $520.12万 | 1.60% | 105,075 | 16,126 | 18.1% | $79.82万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $532.88万 | 1.64% | 437,500 | 12,500 | 2.9% | $15.22万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $534.12万 | 1.64% | 594,132 | -115,000 | -16.2% | -$103.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $589.69万 | 1.81% | 15,930 | -3,320 | -17.2% | -$122.90万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $691.15万 | 2.12% | 601,000 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $718.84万 | 2.21% | 583,000 | 15,000 | 2.6% | $18.50万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $719.09万 | 2.21% | 536,237 | 16,122 | 3.1% | $21.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $739.89万 | 2.27% | 42,425 | -36 | -0.1% | -$6,278 | 减仓 |
| META | META PLATFORMS INC | $771.24万 | 2.37% | 13,480 | 84 | 0.6% | $4.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $790.52万 | 2.43% | 16,497 | 165 | 1.0% | $7.91万 | 加仓 |
| SGOV | ISHARES TR | $823.49万 | 2.53% | 81,809 | 18,906 | 30.1% | $190.31万 | 加仓 |
| MELI | MERCADOLIBRE INC | $880.03万 | 2.70% | 5,090 | 412 | 8.8% | $71.23万 | 加仓 |
| AAPL | APPLE INC | $909.73万 | 2.79% | 35,846 | 10 | 0.0% | $2,538 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $954.55万 | 2.93% | 850,000 | -95,000 | -10.1% | -$106.69万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $974.10万 | 2.99% | 40,994 | 2,312 | 6.0% | $54.94万 | 加仓 |
| AMZN | AMAZON COM INC | $1,119.90万 | 3.44% | 53,772 | 585 | 1.1% | $12.18万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $1,193.86万 | 3.67% | 802,324 | 67,187 | 9.1% | $99.97万 | 加仓 |
| ICSH | ISHARES TR | $1,370.53万 | 4.21% | 270,748 | -17,892 | -6.2% | -$90.57万 | 减仓 |
| GOOGL | ALPHABET INC | $1,396.17万 | 4.29% | 48,552 | -90 | -0.2% | -$2.59万 | 减仓 |
| IVV | ISHARES TR | $2,151.48万 | 6.61% | 32,937 | 1,813 | 5.8% | $118.43万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $2,347.23万 | 7.21% | 3,121,323 | 936,565 | 42.9% | $704.30万 | 加仓 |