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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $42.79万 | 0.10% | 1,151 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $42.37万 | 0.10% | 8,066 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $41.87万 | 0.10% | 12,707 | -274 | -2.1% | -$9,028 | 减仓 |
| AMGN | AMGEN INC | $32.42万 | 0.08% | 922 | -11 | -1.2% | -$3,868 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $32.32万 | 0.08% | 3,429 | 3 | 0.1% | $283 | 加仓 |
| CMI | CUMMINS INC | $29.58万 | 0.07% | 550 | 4 | 0.7% | $2,151 | 加仓 |
| V | VISA INC | $28.02万 | 0.07% | 927 | 2 | 0.2% | $605 | 加仓 |
| PTLC | PACER FDS TR | $26.79万 | 0.06% | 5,107 | 53 | 1.0% | $2,781 | 加仓 |
| PTNQ | PACER FDS TR | $25.65万 | 0.06% | 3,515 | 30 | 0.9% | $2,189 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $24.49万 | 0.06% | 2,760 | 6 | 0.2% | $532 | 加仓 |
| MLPA | GLOBAL X FDS | $22.15万 | 0.05% | 4,112 | -319 | -7.2% | -$1.72万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.06万 | 0.05% | 2,743 | 2,743 | — | $20.06万 | 新建仓 |
| 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 |