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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $568.20万 | 1.32% | 72,189 | 29,654 | 69.7% | $233.41万 | 加仓 |
| GLW | CORNING INC | $578.59万 | 1.35% | 42,553 | -2,124 | -4.8% | -$28.88万 | 减仓 |
| PFFD | GLOBAL X FDS | $578.77万 | 1.35% | 314,551 | 13,473 | 4.5% | $24.79万 | 加仓 |
| CIEN | CIENA CORP | $581.02万 | 1.35% | 14,966 | -2,109 | -12.4% | -$81.88万 | 减仓 |
| NTRA | NATERA INC | $588.37万 | 1.37% | 29,420 | 444 | 1.5% | $8.88万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $713.93万 | 1.66% | 278,445 | -21,116 | -7.0% | -$54.14万 | 减仓 |
| GH | GUARDANT HEALTH INC | $734.16万 | 1.71% | 79,481 | 2,272 | 2.9% | $20.99万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $849.31万 | 1.98% | 180,898 | 22,326 | 14.1% | $104.82万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $911.55万 | 2.12% | 231,124 | -6,336 | -2.7% | -$24.99万 | 减仓 |
| GOOGL | ALPHABET INC | $1,025.44万 | 2.39% | 35,660 | -7,215 | -16.8% | -$207.47万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $1,101.72万 | 2.57% | 242,031 | -4,184 | -1.7% | -$19.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,282.79万 | 2.99% | 73,550 | 20,044 | 37.5% | $349.59万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $1,347.29万 | 3.14% | 546,125 | 7,180 | 1.3% | $17.71万 | 加仓 |
| IJH | ISHARES TR | $1,576.79万 | 3.67% | 233,495 | -639 | -0.3% | -$4.32万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,790.85万 | 4.17% | 718,928 | 72,623 | 11.2% | $180.90万 | 加仓 |
| ABBV | ABBVIE INC | $2,675.17万 | 6.23% | 123,002 | 111,185 | 940.9% | $2,418.16万 | 加仓 |
| IVV | ISHARES TR | $3,930.08万 | 9.15% | 60,166 | 2,032 | 3.5% | $132.73万 | 加仓 |