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 |
|---|---|---|---|---|---|---|---|---|
| JFR | NUVEEN FLOATING RATE INCOME | $2,347.23万 | 7.21% | 3,121,323 | 936,565 | 42.9% | $704.30万 | 加仓 |
| IVV | ISHARES TR | $2,151.48万 | 6.61% | 32,937 | 1,813 | 5.8% | $118.43万 | 加仓 |
| GOOGL | ALPHABET INC | $1,396.17万 | 4.29% | 48,552 | -90 | -0.2% | -$2.59万 | 减仓 |
| ICSH | ISHARES TR | $1,370.53万 | 4.21% | 270,748 | -17,892 | -6.2% | -$90.57万 | 减仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $1,193.86万 | 3.67% | 802,324 | 67,187 | 9.1% | $99.97万 | 加仓 |
| AMZN | AMAZON COM INC | $1,119.90万 | 3.44% | 53,772 | 585 | 1.1% | $12.18万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $974.10万 | 2.99% | 40,994 | 2,312 | 6.0% | $54.94万 | 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 |
| AAPL | APPLE INC | $909.73万 | 2.79% | 35,846 | 10 | 0.0% | $2,538 | 加仓 |
| MELI | MERCADOLIBRE INC | $880.03万 | 2.70% | 5,090 | 412 | 8.8% | $71.23万 | 加仓 |
| SGOV | ISHARES TR | $823.49万 | 2.53% | 81,809 | 18,906 | 30.1% | $190.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $790.52万 | 2.43% | 16,497 | 165 | 1.0% | $7.91万 | 加仓 |
| META | META PLATFORMS INC | $771.24万 | 2.37% | 13,480 | 84 | 0.6% | $4.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $739.89万 | 2.27% | 42,425 | -36 | -0.1% | -$6,278 | 减仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $719.09万 | 2.21% | 536,237 | 16,122 | 3.1% | $21.62万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $718.84万 | 2.21% | 583,000 | 15,000 | 2.6% | $18.50万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $691.15万 | 2.12% | 601,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $589.69万 | 1.81% | 15,930 | -3,320 | -17.2% | -$122.90万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $534.12万 | 1.64% | 594,132 | -115,000 | -16.2% | -$103.39万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $532.88万 | 1.64% | 437,500 | 12,500 | 2.9% | $15.22万 | 加仓 |
| PULS | PGIM ETF TR | $520.12万 | 1.60% | 105,075 | 16,126 | 18.1% | $79.82万 | 加仓 |
| GOOG | ALPHABET INC | $466.65万 | 1.43% | 16,268 | -225 | -1.4% | -$6.45万 | 减仓 |
| — | EXXON MOBIL CORP | $421.54万 | 1.29% | 24,846 | -962 | -3.7% | -$16.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $418.06万 | 1.28% | 14,212 | 130 | 0.9% | $3.82万 | 加仓 |
| EMBJ | EMBRAER S.A. | $413.27万 | 1.27% | 69,644 | -730 | -1.0% | -$4.33万 | 减仓 |
| GLD | SPDR GOLD TR | $408.13万 | 1.25% | 9,485 | 20 | 0.2% | $8,606 | 加仓 |
| LLY | ELI LILLY & CO | $331.98万 | 1.02% | 3,609 | -49 | -1.3% | -$4.51万 | 减仓 |
| — | HERON THERAPEUTICS INC | $322.66万 | 0.99% | 4,032,737 | 965,262 | 31.5% | $77.23万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $315.72万 | 0.97% | 25,714 | -740 | -2.8% | -$9.09万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $313.14万 | 0.96% | 285,192 | 285,192 | — | $313.14万 | 新建仓 |
| WFC | WELLS FARGO & CO | $296.61万 | 0.91% | 37,258 | -338 | -0.9% | -$2.69万 | 减仓 |
| ASML | ASML HLDG NV | $281.34万 | 0.86% | 2,130 | -130 | -5.8% | -$17.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $232.70万 | 0.71% | 6,888 | 30 | 0.4% | $1.01万 | 加仓 |
| FTNT | FORTINET INC | $232.00万 | 0.71% | 28,389 | 3,041 | 12.0% | $24.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $228.94万 | 0.70% | 2,706 | -19 | -0.7% | -$1.61万 | 减仓 |
| AVGO | BROADCOM INC | $228.61万 | 0.70% | 7,386 | 685 | 10.2% | $21.20万 | 加仓 |
| CLH | CLEAN HARBORS INC | $203.48万 | 0.62% | 7,097 | -5 | -0.1% | -$1,434 | 减仓 |
| V | VISA INC | $190.04万 | 0.58% | 6,288 | 720 | 12.9% | $21.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $189.87万 | 0.58% | 9,177 | -553 | -5.7% | -$11.44万 | 减仓 |
| SNOW | SNOWFLAKE INC | $189.45万 | 0.58% | 12,562 | 2,695 | 27.3% | $40.64万 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $183.02万 | 0.56% | 38,817 | -185 | -0.5% | -$8,723 | 减仓 |
| AMGN | AMGEN INC | $180.50万 | 0.55% | 5,130 | -519 | -9.2% | -$18.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $178.00万 | 0.55% | 8,750 | -455 | -4.9% | -$9.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $174.19万 | 0.53% | 3,018 | -265 | -8.1% | -$15.29万 | 减仓 |
| NFLX | NETFLIX INC. | $170.57万 | 0.52% | 17,740 | 1,150 | 6.9% | $11.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $169.91万 | 0.52% | 6,951 | -634 | -8.4% | -$15.50万 | 减仓 |
| INDA | ISHARES TR | $169.02万 | 0.52% | 36,085 | 4,660 | 14.8% | $21.83万 | 加仓 |
| ORCL | ORACLE CORP | $166.75万 | 0.51% | 11,335 | -635 | -5.3% | -$9.34万 | 减仓 |
| EIDO | ISHARES TR | $159.68万 | 0.49% | 101,130 | -8,774 | -8.0% | -$13.85万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $135.84万 | 0.42% | 15,977 | 15,977 | — | $135.84万 | 新建仓 |
| ONON | ON HLDG AG | $128.13万 | 0.39% | 37,663 | 830 | 2.3% | $2.82万 | 加仓 |
| HD | HOME DEPOT INC | $125.14万 | 0.38% | 3,805 | 610 | 19.1% | $20.06万 | 加仓 |
| CSX | CSX CORP | $120.95万 | 0.37% | 29,465 | -25 | -0.1% | -$1,026 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $117.90万 | 0.36% | 3,020 | 1,175 | 63.7% | $45.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.51万 | 0.36% | 4,306 | 831 | 23.9% | $22.48万 | 加仓 |
| CAT | CATERPILLAR INC | $112.29万 | 0.34% | 1,585 | 255 | 19.2% | $18.07万 | 加仓 |
| — | HONEYWELL INTL INC | $111.21万 | 0.34% | 4,920 | -85 | -1.7% | -$1.92万 | 减仓 |
| ROST | ROSS STORES INC | $110.48万 | 0.34% | 5,100 | -400 | -7.3% | -$8.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $109.76万 | 0.34% | 18,750 | -1,750 | -8.5% | -$10.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.42万 | 0.33% | 4,473 | 450 | 11.2% | $10.91万 | 加仓 |
| ETN | EATON CORP PLC | $106.76万 | 0.33% | 2,985 | 1,030 | 52.7% | $36.84万 | 加仓 |
| ZTS | ZOETIS INC | $91.61万 | 0.28% | 7,750 | -1,000 | -11.4% | -$11.82万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $82.47万 | 0.25% | 11,466 | 450 | 4.1% | $3.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $81.83万 | 0.25% | 5,104 | 549 | 12.1% | $8.80万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $80.91万 | 0.25% | 8,000 | 3,000 | 60.0% | $30.34万 | 加仓 |
| PEP | PEPSICO INC | $80.36万 | 0.25% | 5,175 | -225 | -4.2% | -$3.49万 | 减仓 |
| DOV | DOVER CORP | $80.04万 | 0.25% | 3,840 | -35 | -0.9% | -$7,296 | 减仓 |
| ABBV | ABBVIE INC | $79.41万 | 0.24% | 3,651 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $76.79万 | 0.24% | 2,247 | 2,247 | — | $76.79万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.78万 | 0.24% | 1,562 | 335 | 27.3% | $16.47万 | 加仓 |
| DIS | DISNEY WALT CO | $74.64万 | 0.23% | 7,744 | -15 | -0.2% | -$1,446 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.96万 | 0.22% | 1,107 | -330 | -23.0% | -$21.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $71.47万 | 0.22% | 6,025 | 1,025 | 20.5% | $12.16万 | 加仓 |
| XBI | SPDR SERIES TRUST | $69.29万 | 0.21% | 5,425 | 535 | 10.9% | $6.83万 | 加仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $69.16万 | 0.21% | 259,012 | 33,550 | 14.9% | $8.96万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $66.16万 | 0.20% | 6,610 | 375 | 6.0% | $3.75万 | 加仓 |
| URI | UNITED RENTALS INC | $64.84万 | 0.20% | 890 | 75 | 9.2% | $5.46万 | 加仓 |
| CRM | SALESFORCE INC | $64.42万 | 0.20% | 3,451 | -5,933 | -63.2% | -$110.75万 | 减仓 |
| AUR | AURORA INNOVATION INC | $64.25万 | 0.20% | 155,950 | -17,950 | -10.3% | -$7.40万 | 减仓 |
| MS | MORGAN STANLEY | $62.74万 | 0.19% | 3,813 | 203 | 5.6% | $3.34万 | 加仓 |
| INTU | INTUIT | $61.40万 | 0.19% | 1,420 | 465 | 48.7% | $20.11万 | 加仓 |
| MRK | MERCK & CO INC | $60.87万 | 0.19% | 5,060 | -500 | -9.0% | -$6.01万 | 减仓 |
| TTD | THE TRADE DESK INC | $56.18万 | 0.17% | 24,760 | -54,676 | -68.8% | -$124.06万 | 减仓 |
| VHT | VANGUARD WORLD FD | $55.96万 | 0.17% | 2,055 | 300 | 17.1% | $8.17万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $52.99万 | 0.16% | 9,385 | -11,200 | -54.4% | -$63.23万 | 减仓 |
| WY | WEYERHAEUSER CO | $51.93万 | 0.16% | 21,257 | -6,993 | -24.8% | -$17.08万 | 减仓 |
| YUM | YUM BRANDS INC | $51.31万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.75万 | 0.16% | 11,500 | -1,500 | -11.5% | -$6.62万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.56万 | 0.15% | 1,053 | 250 | 31.1% | $11.53万 | 加仓 |
| MAS | MASCO CORP | $46.79万 | 0.14% | 7,750 | -50 | -0.6% | -$3,019 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $44.98万 | 0.14% | 1,795 | -525 | -22.6% | -$13.16万 | 减仓 |
| BX | BLACKSTONE INC | $44.66万 | 0.14% | 3,883 | 404 | 11.6% | $4.65万 | 加仓 |
| RDDT | REDDIT INC | $44.19万 | 0.14% | 3,282 | 330 | 11.2% | $4.44万 | 加仓 |
| EPI | WISDOMTREE TR | $43.00万 | 0.13% | 10,540 | 2,025 | 23.8% | $8.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.73万 | 0.13% | 4,162 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $41.17万 | 0.13% | 4,375 | 4,375 | — | $41.17万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.89万 | 0.13% | 2,600 | -725 | -21.8% | -$11.40万 | 减仓 |
| EWM | ISHARES INC | $38.50万 | 0.12% | 13,550 | 13,550 | — | $38.50万 | 新建仓 |
| E | ENI SPA | $37.36万 | 0.11% | 6,600 | 0 | 0.0% | — | 不变 |