SWS Partners
COLUMBUS OH · SEC CIK 0001731731
$4.63亿2026Q2 申报市值
108持仓数
35.2%前十大占比 · 第一大 8.8%
3 / 7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
LLY 加仓+$353.11万
AMBA 加仓+$348.46万
PCT 加仓+$328.49万
CVX 新建仓+$242.13万
NVDA 加仓+$201.97万
2026Q2 卖出最多 按季末市值估算
ABBV 减仓-$2,758.98万
MRVL 减仓-$794.15万
GLW 减仓-$532.85万
IVV 减仓-$431.96万
NOW 清仓-$296.52万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -28,362 | -100.0% | -$296.52万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -12,525 | -100.0% | -$248.35万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -129,768 | -100.0% | -$228.65万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -9,810 | -100.0% | -$169.30万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,573 | -100.0% | -$114.87万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -7,256 | -100.0% | -$86.70万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,010 | -100.0% | -$51.06万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.66万 | 0.04% | 2,758 | 15 | 0.5% | $1,123 | 加仓 |
| SUSL | ISHARES TR | $21.24万 | 0.05% | 1,600 | 1,600 | — | $21.24万 | 新建仓 |
| ESML | ISHARES TR | $21.53万 | 0.05% | 3,850 | 3,850 | — | $21.53万 | 新建仓 |
| MLPA | GLOBAL X FDS | $21.83万 | 0.05% | 4,112 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $26.67万 | 0.06% | 2,766 | 6 | 0.2% | $579 | 加仓 |
| PTLC | PACER FDS TR | $29.76万 | 0.06% | 5,107 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $31.16万 | 0.07% | 3,515 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.87万 | 0.07% | 929 | 2 | 0.2% | $686 | 加仓 |
| AMGN | AMGEN INC | $33.59万 | 0.07% | 928 | 6 | 0.7% | $2,172 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $33.74万 | 0.07% | 3,435 | 6 | 0.2% | $589 | 加仓 |
| CMI | CUMMINS INC | $39.32万 | 0.08% | 551 | 1 | 0.2% | $714 | 加仓 |
| IDV | ISHARES TR | $44.72万 | 0.10% | 10,794 | 75 | 0.7% | $3,107 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $45.44万 | 0.10% | 12,531 | -176 | -1.4% | -$6,382 | 减仓 |
| TSLA | TESLA INC | $48.41万 | 0.10% | 1,151 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $49.14万 | 0.11% | 8,066 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $54.00万 | 0.12% | 16,140 | 3 | 0.0% | $100 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $58.26万 | 0.13% | 2,141 | 11 | 0.5% | $2,993 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.63万 | 0.15% | 4,280 | 14 | 0.3% | $2,212 | 加仓 |
| AAPL | APPLE INC | $76.14万 | 0.16% | 2,631 | 1 | 0.0% | $289 | 加仓 |
| MBB | ISHARES TR | $80.05万 | 0.17% | 8,470 | 3 | 0.0% | $284 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $94.23万 | 0.20% | 15,976 | 172 | 1.1% | $1.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $96.13万 | 0.21% | 30,315 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $97.41万 | 0.21% | 6,960 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $98.10万 | 0.21% | 2,630 | 5 | 0.2% | $1,865 | 加仓 |
| IXUS | ISHARES TR | $99.02万 | 0.21% | 10,376 | -231 | -2.2% | -$2.20万 | 减仓 |
| HZO | MARINEMAX INC | $109.70万 | 0.24% | 29,957 | 740 | 2.5% | $2.71万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $140.84万 | 0.30% | 53,146 | 476 | 0.9% | $1.26万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $142.71万 | 0.31% | 4,821 | -782 | -14.0% | -$23.15万 | 减仓 |
| HYG | ISHARES TR | $143.77万 | 0.31% | 17,978 | 112 | 0.6% | $8,956 | 加仓 |
| NKE | NIKE INC | $152.59万 | 0.33% | 36,814 | 915 | 2.5% | $3.79万 | 加仓 |
| TFI | SPDR SERIES TRUST | $154.03万 | 0.33% | 33,631 | 55 | 0.2% | $2,519 | 加仓 |
| DIS | DISNEY WALT CO | $177.04万 | 0.38% | 18,252 | -2,207 | -10.8% | -$21.41万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $186.74万 | 0.40% | 63,777 | 1,777 | 2.9% | $5.20万 | 加仓 |
| IJR | ISHARES TR | $193.90万 | 0.42% | 13,074 | -38 | -0.3% | -$5,636 | 减仓 |
| SHOP | SHOPIFY INC | $199.94万 | 0.43% | 17,511 | 442 | 2.6% | $5.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $209.88万 | 0.45% | 23,130 | 2,703 | 13.2% | $24.53万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $219.11万 | 0.47% | 14,047 | -444 | -3.1% | -$6.93万 | 减仓 |
| PFE | PFIZER INC | $222.12万 | 0.48% | 92,241 | 14,932 | 19.3% | $35.96万 | 加仓 |
| MUB | ISHARES TR | $228.11万 | 0.49% | 21,195 | 100 | 0.5% | $1.08万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $230.80万 | 0.50% | 48,941 | 79 | 0.2% | $3,726 | 加仓 |
| GGG | GRACO INC | $231.12万 | 0.50% | 30,567 | 1,433 | 4.9% | $10.83万 | 加仓 |
| ORCL | ORACLE CORP | $231.45万 | 0.50% | 15,793 | -1,149 | -6.8% | -$16.84万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $240.89万 | 0.52% | 66,673 | -2,145 | -3.1% | -$7.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $242.13万 | 0.52% | 14,607 | 14,607 | — | $242.13万 | 新建仓 |
| SMH | VANECK ETF TRUST | $257.67万 | 0.56% | 3,929 | -14 | -0.4% | -$9,181 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $258.47万 | 0.56% | 70,103 | 132 | 0.2% | $4,867 | 加仓 |
| ARGX | ARGENX SE | $263.16万 | 0.57% | 2,836 | 76 | 2.8% | $7.05万 | 加仓 |
| MRK | MERCK & CO INC | $265.24万 | 0.57% | 20,508 | 1,027 | 5.3% | $13.28万 | 加仓 |
| BLK | BLACKROCK INC | $266.96万 | 0.58% | 2,776 | -150 | -5.1% | -$14.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.16万 | 0.59% | 5,479 | 1,488 | 37.3% | $74.46万 | 加仓 |
| DXCM | DEXCOM INC | $289.64万 | 0.63% | 43,005 | -14,658 | -25.4% | -$98.72万 | 减仓 |
| PINS | PINTEREST INC | $297.22万 | 0.64% | 141,330 | -51,342 | -26.6% | -$107.97万 | 减仓 |
| APH | AMPHENOL CORP | $297.84万 | 0.64% | 16,868 | -7,718 | -31.4% | -$136.28万 | 减仓 |
| RH | RH | $297.93万 | 0.64% | 18,086 | -5,185 | -22.3% | -$85.41万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $305.40万 | 0.66% | 24,127 | 6,109 | 33.9% | $77.33万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $306.04万 | 0.66% | 27,663 | 7,124 | 34.7% | $78.81万 | 加仓 |
| CSCO | CISCO SYS INC | $312.85万 | 0.68% | 26,634 | -851 | -3.1% | -$10.00万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $314.26万 | 0.68% | 67,934 | -1,264 | -1.8% | -$5.85万 | 减仓 |
| MET | METLIFE INC | $314.54万 | 0.68% | 37,176 | -465 | -1.2% | -$3.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $315.95万 | 0.68% | 8,919 | 518 | 6.2% | $18.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $320.63万 | 0.69% | 7,714 | 2,042 | 36.0% | $84.87万 | 加仓 |
| WMT | WALMART INC | $323.07万 | 0.70% | 28,525 | -522 | -1.8% | -$5.91万 | 减仓 |
| PSX | PHILLIPS 66 | $327.09万 | 0.71% | 19,349 | 203 | 1.1% | $3.43万 | 加仓 |
| AMZN | AMAZON COM INC | $328.94万 | 0.71% | 13,801 | 356 | 2.6% | $8.49万 | 加仓 |
| ABBV | ABBVIE INC | $336.30万 | 0.73% | 13,364 | -109,638 | -89.1% | -$2,758.98万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $337.34万 | 0.73% | 46,749 | 1,119 | 2.5% | $8.07万 | 加仓 |
| ETN | EATON CORP PLC | $347.22万 | 0.75% | 8,148 | -641 | -7.3% | -$27.32万 | 减仓 |
| MPC | MARATHON PETE CORP | $355.70万 | 0.77% | 13,912 | -646 | -4.4% | -$16.52万 | 减仓 |
| WFC | WELLS FARGO & CO | $360.68万 | 0.78% | 43,645 | -1,168 | -2.6% | -$9.65万 | 减仓 |
| USHY | ISHARES TR | $369.97万 | 0.80% | 99,938 | 2,927 | 3.0% | $10.84万 | 加仓 |
| IGIB | ISHARES TR | $372.06万 | 0.80% | 69,976 | 2,791 | 4.2% | $14.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $388.98万 | 0.84% | 73,240 | -2,216 | -2.9% | -$11.77万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $389.77万 | 0.84% | 164,597 | -603 | -0.4% | -$1.43万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $396.05万 | 0.86% | 23,314 | 616 | 2.7% | $10.46万 | 加仓 |
| MELI | MERCADOLIBRE INC | $396.46万 | 0.86% | 2,336 | 69 | 3.0% | $11.71万 | 加仓 |
| HDEF | DBX ETF TR | $402.60万 | 0.87% | 125,266 | 2,394 | 1.9% | $7.69万 | 加仓 |
| NET | CLOUDFLARE INC | $425.72万 | 0.92% | 17,357 | 467 | 2.8% | $11.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $459.12万 | 0.99% | 14,026 | -190 | -1.3% | -$6.22万 | 减仓 |
| MP | MP MATERIALS CORP | $500.65万 | 1.08% | 89,386 | 2,320 | 2.7% | $12.99万 | 加仓 |
| META | META PLATFORMS INC | $503.50万 | 1.09% | 8,938 | 2,274 | 34.1% | $128.10万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $508.45万 | 1.10% | 27,880 | -837 | -2.9% | -$15.26万 | 减仓 |
| PFFD | GLOBAL X FDS | $521.17万 | 1.13% | 278,848 | -35,703 | -11.4% | -$66.73万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $541.84万 | 1.17% | 195,610 | -1,673 | -0.8% | -$4.63万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $548.22万 | 1.18% | 190,686 | -447 | -0.2% | -$1.29万 | 减仓 |
| GLW | CORNING INC | $554.08万 | 1.20% | 21,692 | -20,861 | -49.0% | -$532.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $608.75万 | 1.31% | 101,985 | -1,232 | -1.2% | -$7.35万 | 减仓 |
| TER | TERADYNE INC | $624.88万 | 1.35% | 12,915 | 345 | 2.7% | $16.69万 | 加仓 |
| LLY | ELI LILLY & CO | $629.33万 | 1.36% | 5,247 | 2,944 | 127.8% | $353.11万 | 加仓 |
| CIEN | CIENA CORP | $666.67万 | 1.44% | 13,590 | -1,376 | -9.2% | -$67.50万 | 减仓 |
| XYZ | BLOCK INC | $683.68万 | 1.48% | 89,958 | 2,290 | 2.6% | $17.40万 | 加仓 |
| SNOW | SNOWFLAKE INC | $720.63万 | 1.56% | 28,316 | 804 | 2.9% | $20.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $816.51万 | 1.76% | 277,440 | -1,005 | -0.4% | -$2.96万 | 减仓 |
| NTRA | NATERA INC | $820.18万 | 1.77% | 30,215 | 795 | 2.7% | $21.58万 | 加仓 |