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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $820.90万 | 1.77% | 60,161 | -12,028 | -16.7% | -$164.12万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $847.28万 | 1.83% | 181,005 | 107 | 0.1% | $5,009 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $867.72万 | 1.87% | 29,129 | -26,659 | -47.8% | -$794.15万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $979.69万 | 2.12% | 232,209 | 1,085 | 0.5% | $4.58万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $989.31万 | 2.14% | 207,359 | -34,672 | -14.3% | -$165.42万 | 减仓 |
| GOOGL | ALPHABET INC | $1,005.77万 | 2.17% | 28,144 | -7,516 | -21.1% | -$268.60万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,118.95万 | 2.42% | 74,582 | -4,899 | -6.2% | -$73.50万 | 减仓 |
| AMBA | AMBARELLA INC | $1,132.99万 | 2.45% | 132,050 | 40,613 | 44.4% | $348.46万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $1,163.72万 | 2.51% | 1,434,924 | 405,045 | 39.3% | $328.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,205.52万 | 2.60% | 10,444 | 276 | 2.7% | $31.86万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $1,472.93万 | 3.18% | 535,902 | -10,223 | -1.9% | -$28.10万 | 减仓 |
| IJH | ISHARES TR | $1,633.49万 | 3.53% | 211,840 | -21,655 | -9.3% | -$166.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,673.63万 | 3.61% | 83,644 | 10,094 | 13.7% | $201.97万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,815.92万 | 3.92% | 736,384 | 17,456 | 2.4% | $43.05万 | 加仓 |
| IVV | ISHARES TR | $4,073.78万 | 8.80% | 54,398 | -5,768 | -9.6% | -$431.96万 | 减仓 |