SWS Partners
COLUMBUS OH · SEC CIK 0001731731
$4.30亿2026Q1 申报市值
112持仓数
38.4%前十大占比 · 第一大 9.2%
1 / 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
ABBV 加仓+$2,418.16万
NVDA 加仓+$349.59万
OKTA 加仓+$233.41万
SCHR 加仓+$180.90万
IVV 加仓+$132.73万
2026Q1 卖出最多 按季末市值估算
HDEF 减仓-$3,667.35万
FNF 减仓-$2,016.53万
MUB 减仓-$2,008.13万
DIS 减仓-$1,613.08万
TFI 减仓-$1,398.94万
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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -76,923 | -100.0% | -$1,061.23万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -3,769 | -100.0% | -$249.69万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -16,215 | -100.0% | -$239.27万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -13,624 | -100.0% | -$169.04万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -9,653 | -100.0% | -$98.75万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.06万 | 0.05% | 2,743 | 2,743 | — | $20.06万 | 新建仓 |
| MLPA | GLOBAL X FDS | $22.15万 | 0.05% | 4,112 | -319 | -7.2% | -$1.72万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $24.49万 | 0.06% | 2,760 | 6 | 0.2% | $532 | 加仓 |
| PTNQ | PACER FDS TR | $25.65万 | 0.06% | 3,515 | 30 | 0.9% | $2,189 | 加仓 |
| PTLC | PACER FDS TR | $26.79万 | 0.06% | 5,107 | 53 | 1.0% | $2,781 | 加仓 |
| V | VISA INC | $28.02万 | 0.07% | 927 | 2 | 0.2% | $605 | 加仓 |
| CMI | CUMMINS INC | $29.58万 | 0.07% | 550 | 4 | 0.7% | $2,151 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $32.32万 | 0.08% | 3,429 | 3 | 0.1% | $283 | 加仓 |
| AMGN | AMGEN INC | $32.42万 | 0.08% | 922 | -11 | -1.2% | -$3,868 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $41.87万 | 0.10% | 12,707 | -274 | -2.1% | -$9,028 | 减仓 |
| USB | US BANCORP | $42.37万 | 0.10% | 8,066 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.79万 | 0.10% | 1,151 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $45.62万 | 0.11% | 10,719 | 14 | 0.1% | $596 | 加仓 |
| — | EXXON MOBIL CORP | $51.06万 | 0.12% | 3,010 | -250 | -7.7% | -$4.24万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $54.12万 | 0.13% | 16,137 | 1,127 | 7.5% | $3.78万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $55.78万 | 0.13% | 2,130 | 12 | 0.6% | $3,143 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.18万 | 0.15% | 4,266 | 12 | 0.3% | $1,777 | 加仓 |
| AAPL | APPLE INC | $66.74万 | 0.16% | 2,630 | -42 | -1.6% | -$1.07万 | 减仓 |
| C | CITIGROUP INC | $78.93万 | 0.18% | 6,960 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $79.06万 | 0.18% | 29,217 | 825 | 2.9% | $2.23万 | 加仓 |
| MBB | ISHARES TR | $80.40万 | 0.19% | 8,467 | 429 | 5.3% | $4.07万 | 加仓 |
| XYL | XYLEM INC | $86.70万 | 0.20% | 7,256 | -146 | -2.0% | -$1.74万 | 减仓 |
| IXUS | ISHARES TR | $91.90万 | 0.21% | 10,607 | -182 | -1.7% | -$1.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $93.01万 | 0.22% | 30,315 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $94.11万 | 0.22% | 15,804 | 964 | 6.5% | $5.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $97.17万 | 0.23% | 2,625 | -25 | -0.9% | -$9,254 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $114.87万 | 0.27% | 2,573 | 42 | 1.7% | $1.88万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $140.16万 | 0.33% | 52,670 | 6,281 | 13.5% | $16.71万 | 加仓 |
| HYG | ISHARES TR | $142.14万 | 0.33% | 17,866 | 2,156 | 13.7% | $17.15万 | 加仓 |
| SMH | VANECK ETF TRUST | $151.16万 | 0.35% | 3,943 | -110 | -2.7% | -$4.22万 | 减仓 |
| TFI | SPDR SERIES TRUST | $152.23万 | 0.35% | 33,576 | -308,544 | -90.2% | -$1,398.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $153.48万 | 0.36% | 5,672 | 1,135 | 25.0% | $30.71万 | 加仓 |
| IJR | ISHARES TR | $163.00万 | 0.38% | 13,112 | -1,418 | -9.8% | -$17.63万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $169.30万 | 0.39% | 9,810 | 280 | 2.9% | $4.83万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $183.54万 | 0.43% | 14,491 | -1,155 | -7.4% | -$14.63万 | 减仓 |
| NKE | NIKE INC | $191.09万 | 0.44% | 35,899 | 147 | 0.4% | $7,825 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $191.25万 | 0.45% | 3,991 | 817 | 25.7% | $39.15万 | 加仓 |
| DIS | DISNEY WALT CO | $197.19万 | 0.46% | 20,459 | -167,364 | -89.1% | -$1,613.08万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $200.12万 | 0.47% | 68,818 | -2,616 | -3.7% | -$7.61万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $201.04万 | 0.47% | 5,603 | 305 | 5.8% | $10.94万 | 加仓 |
| ARGX | ARGENX SE | $201.58万 | 0.47% | 2,760 | 64 | 2.4% | $4.67万 | 加仓 |
| SHOP | SHOPIFY INC | $202.48万 | 0.47% | 17,069 | 449 | 2.7% | $5.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $209.73万 | 0.49% | 20,427 | 1,846 | 9.9% | $18.95万 | 加仓 |
| LLY | ELI LILLY & CO | $211.79万 | 0.49% | 2,303 | 80 | 3.6% | $7.36万 | 加仓 |
| CSCO | CISCO SYS INC | $213.26万 | 0.50% | 27,485 | -238 | -0.9% | -$1.85万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $216.63万 | 0.50% | 69,971 | -4,555 | -6.1% | -$14.10万 | 减仓 |
| PFE | PFIZER INC | $217.08万 | 0.51% | 77,309 | 10,072 | 15.0% | $28.28万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $219.98万 | 0.51% | 62,000 | 1,250 | 2.1% | $4.43万 | 加仓 |
| MUB | ISHARES TR | $223.92万 | 0.52% | 21,095 | -189,183 | -90.0% | -$2,008.13万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $226.62万 | 0.53% | 48,862 | -434,783 | -89.9% | -$2,016.53万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $228.65万 | 0.53% | 129,768 | 3,438 | 2.7% | $6.06万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $232.46万 | 0.54% | 20,539 | -1,349 | -6.2% | -$15.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $235.92万 | 0.55% | 18,018 | 708 | 4.1% | $9.27万 | 加仓 |
| MRK | MERCK & CO INC | $235.99万 | 0.55% | 19,481 | 176 | 0.9% | $2.13万 | 加仓 |
| GGG | GRACO INC | $246.62万 | 0.57% | 29,134 | 227 | 0.8% | $1.92万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $248.35万 | 0.58% | 12,525 | 687 | 5.8% | $13.62万 | 加仓 |
| ORCL | ORACLE CORP | $249.23万 | 0.58% | 16,942 | 3,070 | 22.1% | $45.16万 | 加仓 |
| MET | METLIFE INC | $266.20万 | 0.62% | 37,641 | 280 | 0.7% | $1.98万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $275.75万 | 0.64% | 69,198 | 7,386 | 11.9% | $29.43万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $278.69万 | 0.65% | 22,698 | 757 | 3.5% | $9.29万 | 加仓 |
| AMZN | AMAZON COM INC | $280.02万 | 0.65% | 13,445 | -611 | -4.3% | -$12.73万 | 减仓 |
| BLK | BLACKROCK INC | $281.37万 | 0.66% | 2,926 | 38 | 1.3% | $3.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $288.35万 | 0.67% | 8,401 | -44 | -0.5% | -$1.51万 | 减仓 |
| NOW | SERVICENOW INC | $296.52万 | 0.69% | 28,362 | 12,357 | 77.2% | $129.19万 | 加仓 |
| APH | AMPHENOL CORP | $311.26万 | 0.72% | 24,586 | 393 | 1.6% | $4.98万 | 加仓 |
| ETN | EATON CORP PLC | $314.34万 | 0.73% | 8,789 | -93 | -1.0% | -$3.33万 | 减仓 |
| RH | RH | $325.37万 | 0.76% | 23,271 | 653 | 2.9% | $9.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $328.22万 | 0.76% | 45,630 | 351 | 0.8% | $2.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $343.68万 | 0.80% | 10,168 | -6,160 | -37.7% | -$208.21万 | 减仓 |
| NET | CLOUDFLARE INC | $348.52万 | 0.81% | 16,890 | 259 | 1.6% | $5.34万 | 加仓 |
| PSX | PHILLIPS 66 | $348.80万 | 0.81% | 19,146 | -397 | -2.0% | -$7.23万 | 减仓 |
| PINS | PINTEREST INC | $353.36万 | 0.82% | 192,672 | 43,837 | 29.5% | $80.40万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $355.01万 | 0.83% | 165,200 | -2,432 | -1.5% | -$5.23万 | 减仓 |
| MPC | MARATHON PETE CORP | $355.47万 | 0.83% | 14,558 | 1,281 | 9.6% | $31.28万 | 加仓 |
| WFC | WELLS FARGO & CO | $356.75万 | 0.83% | 44,813 | -4,093 | -8.4% | -$32.58万 | 减仓 |
| USHY | ISHARES TR | $357.39万 | 0.83% | 97,011 | -794 | -0.8% | -$2.93万 | 减仓 |
| IGIB | ISHARES TR | $357.56万 | 0.83% | 67,185 | -686 | -1.0% | -$3.65万 | 减仓 |
| WMT | WALMART INC | $361.71万 | 0.84% | 29,047 | -188 | -0.6% | -$2.34万 | 减仓 |
| DXCM | DEXCOM INC | $362.12万 | 0.84% | 57,663 | 2,103 | 3.8% | $13.21万 | 加仓 |
| TER | TERADYNE INC | $372.64万 | 0.87% | 12,570 | -3,120 | -19.9% | -$92.49万 | 减仓 |
| META | META PLATFORMS INC | $381.29万 | 0.89% | 6,664 | 2,096 | 45.9% | $119.93万 | 加仓 |
| MELI | MERCADOLIBRE INC | $392.04万 | 0.91% | 2,267 | 70 | 3.2% | $12.11万 | 加仓 |
| HDEF | DBX ETF TR | $398.23万 | 0.93% | 122,872 | -1,131,551 | -90.2% | -$3,667.35万 | 减仓 |
| SNOW | SNOWFLAKE INC | $414.93万 | 0.97% | 27,512 | 6,224 | 29.2% | $93.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $418.18万 | 0.97% | 14,216 | -557 | -3.8% | -$16.38万 | 减仓 |
| MP | MP MATERIALS CORP | $420.18万 | 0.98% | 87,066 | 2,986 | 3.6% | $14.41万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $462.25万 | 1.08% | 75,456 | -3,257 | -4.1% | -$19.95万 | 减仓 |
| AMBA | AMBARELLA INC | $470.67万 | 1.10% | 91,437 | 2,246 | 2.5% | $11.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $479.03万 | 1.12% | 28,717 | 154 | 0.5% | $2.57万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $488.27万 | 1.14% | 197,283 | -11,330 | -5.4% | -$28.04万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $522.37万 | 1.22% | 191,133 | 32,097 | 20.2% | $87.72万 | 加仓 |
| XYZ | BLOCK INC | $527.59万 | 1.23% | 87,668 | 13,421 | 18.1% | $80.77万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $534.51万 | 1.24% | 1,029,879 | 41,416 | 4.2% | $21.49万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $552.58万 | 1.29% | 55,788 | -15,679 | -21.9% | -$155.30万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $557.89万 | 1.30% | 103,217 | -909 | -0.9% | -$4.91万 | 减仓 |