13F 机构持仓

SWS Partners

COLUMBUS OH · SEC CIK 0001731731

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 8.8%
SCHR 3.9%
NVDA 3.6%
IJH 3.5%
IDUB 3.2%
MU 2.6%
PCT 2.5%
AMBA 2.4%
GH 2.4%
GOOGL 2.2%

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
IVV ISHARES TR $4,073.78万8.80%54,398 -5,768-9.6% -$431.96万 减仓
SCHR SCHWAB STRATEGIC TR $1,815.92万3.92%736,384 17,4562.4% $43.05万 加仓
NVDA NVIDIA CORPORATION $1,673.63万3.61%83,644 10,09413.7% $201.97万 加仓
IJH ISHARES TR $1,633.49万3.53%211,840 -21,655-9.3% -$166.98万 减仓
IDUB ETF SER SOLUTIONS $1,472.93万3.18%535,902 -10,223-1.9% -$28.10万 减仓
MU MICRON TECHNOLOGY INC $1,205.52万2.60%10,444 2762.7% $31.86万 加仓
PCT PURECYCLE TECHNOLOGIES INC $1,163.72万2.51%1,434,924 405,04539.3% $328.49万 加仓
AMBA AMBARELLA INC $1,132.99万2.45%132,050 40,61344.4% $348.46万 加仓
GH GUARDANT HEALTH INC $1,118.95万2.42%74,582 -4,899-6.2% -$73.50万 减仓
GOOGL ALPHABET INC $1,005.77万2.17%28,144 -7,516-21.1% -$268.60万 减仓
SPYD SPDR SERIES TRUST $989.31万2.14%207,359 -34,672-14.3% -$165.42万 减仓
OSCV ETF SER SOLUTIONS $979.69万2.12%232,209 1,0850.5% $4.58万 加仓
MRVL MARVELL TECHNOLOGY INC $867.72万1.87%29,129 -26,659-47.8% -$794.15万 减仓
VMBS VANGUARD SCOTTSDALE FDS $847.28万1.83%181,005 1070.1% $5,009 加仓
OKTA OKTA INC $820.90万1.77%60,161 -12,028-16.7% -$164.12万 减仓
NTRA NATERA INC $820.18万1.77%30,215 7952.7% $21.58万 加仓
SCHX SCHWAB STRATEGIC TR $816.51万1.76%277,440 -1,005-0.4% -$2.96万 减仓
SNOW SNOWFLAKE INC $720.63万1.56%28,316 8042.9% $20.46万 加仓
XYZ BLOCK INC $683.68万1.48%89,958 2,2902.6% $17.40万 加仓
CIEN CIENA CORP $666.67万1.44%13,590 -1,376-9.2% -$67.50万 减仓
LLY ELI LILLY & CO $629.33万1.36%5,247 2,944127.8% $353.11万 加仓
TER TERADYNE INC $624.88万1.35%12,915 3452.7% $16.69万 加仓
VWO VANGUARD INTL EQUITY INDEX F $608.75万1.31%101,985 -1,232-1.2% -$7.35万 减仓
GLW CORNING INC $554.08万1.20%21,692 -20,861-49.0% -$532.85万 减仓
DRSK ETF SER SOLUTIONS $548.22万1.18%190,686 -447-0.2% -$1.29万 减仓
SCHF SCHWAB STRATEGIC TR $541.84万1.17%195,610 -1,673-0.8% -$4.63万 减仓
PFFD GLOBAL X FDS $521.17万1.13%278,848 -35,703-11.4% -$66.73万 减仓
PM PHILIP MORRIS INTL INC $508.45万1.10%27,880 -837-2.9% -$15.26万 减仓
META META PLATFORMS INC $503.50万1.09%8,938 2,27434.1% $128.10万 加仓
MP MP MATERIALS CORP $500.65万1.08%89,386 2,3202.7% $12.99万 加仓
JPM JPMORGAN CHASE & CO $459.12万0.99%14,026 -190-1.3% -$6.22万 减仓
NET CLOUDFLARE INC $425.72万0.92%17,357 4672.8% $11.45万 加仓
HDEF DBX ETF TR $402.60万0.87%125,266 2,3941.9% $7.69万 加仓
MELI MERCADOLIBRE INC $396.46万0.86%2,336 693.0% $11.71万 加仓
ANET ARISTA NETWORKS INC $396.05万0.86%23,314 6162.7% $10.46万 加仓
SCHH SCHWAB STRATEGIC TR $389.77万0.84%164,597 -603-0.4% -$1.43万 减仓
XLE SELECT SECTOR SPDR TR $388.98万0.84%73,240 -2,216-2.9% -$11.77万 减仓
IGIB ISHARES TR $372.06万0.80%69,976 2,7914.2% $14.84万 加仓
USHY ISHARES TR $369.97万0.80%99,938 2,9273.0% $10.84万 加仓
WFC WELLS FARGO & CO $360.68万0.78%43,645 -1,168-2.6% -$9.65万 减仓
MPC MARATHON PETE CORP $355.70万0.77%13,912 -646-4.4% -$16.52万 减仓
ETN EATON CORP PLC $347.22万0.75%8,148 -641-7.3% -$27.32万 减仓
UBER UBER TECHNOLOGIES INC $337.34万0.73%46,749 1,1192.5% $8.07万 加仓
ABBV ABBVIE INC $336.30万0.73%13,364 -109,638-89.1% -$2,758.98万 减仓
AMZN AMAZON COM INC $328.94万0.71%13,801 3562.6% $8.49万 加仓
PSX PHILLIPS 66 $327.09万0.71%19,349 2031.1% $3.43万 加仓
WMT WALMART INC $323.07万0.70%28,525 -522-1.8% -$5.91万 减仓
UNH UNITEDHEALTH GROUP INC $320.63万0.69%7,714 2,04236.0% $84.87万 加仓
GD GENERAL DYNAMICS CORP $315.95万0.68%8,919 5186.2% $18.35万 加仓
MET METLIFE INC $314.54万0.68%37,176 -465-1.2% -$3.93万 减仓
SW SMURFIT WESTROCK PLC $314.26万0.68%67,934 -1,264-1.8% -$5.85万 减仓
CSCO CISCO SYS INC $312.85万0.68%26,634 -851-3.1% -$10.00万 减仓
ED CONSOLIDATED EDISON INC $306.04万0.66%27,663 7,12434.7% $78.81万 加仓
DUK DUKE ENERGY CORP NEW $305.40万0.66%24,127 6,10933.9% $77.33万 加仓
RH RH $297.93万0.64%18,086 -5,185-22.3% -$85.41万 减仓
APH AMPHENOL CORP $297.84万0.64%16,868 -7,718-31.4% -$136.28万 减仓
PINS PINTEREST INC $297.22万0.64%141,330 -51,342-26.6% -$107.97万 减仓
DXCM DEXCOM INC $289.64万0.63%43,005 -14,658-25.4% -$98.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $274.16万0.59%5,479 1,48837.3% $74.46万 加仓
BLK BLACKROCK INC $266.96万0.58%2,776 -150-5.1% -$14.42万 减仓
MRK MERCK & CO INC $265.24万0.57%20,508 1,0275.3% $13.28万 加仓
ARGX ARGENX SE $263.16万0.57%2,836 762.8% $7.05万 加仓
SCHM SCHWAB STRATEGIC TR $258.47万0.56%70,103 1320.2% $4,867 加仓
SMH VANECK ETF TRUST $257.67万0.56%3,929 -14-0.4% -$9,181 减仓
CVX CHEVRON CORPORATION $242.13万0.52%14,607 14,607— $242.13万 新建仓
SCHA SCHWAB STRATEGIC TR $240.89万0.52%66,673 -2,145-3.1% -$7.75万 减仓
ORCL ORACLE CORP $231.45万0.50%15,793 -1,149-6.8% -$16.84万 减仓
GGG GRACO INC $231.12万0.50%30,567 1,4334.9% $10.83万 加仓
FNF FIDELITY NATL FINL INC $230.80万0.50%48,941 790.2% $3,726 加仓
MUB ISHARES TR $228.11万0.49%21,195 1000.5% $1.08万 加仓
PFE PFIZER INC $222.12万0.48%92,241 14,93219.3% $35.96万 加仓
LAMR LAMAR ADVERTISING CO $219.11万0.47%14,047 -444-3.1% -$6.93万 减仓
ABT ABBOTT LABORATORIES $209.88万0.45%23,130 2,70313.2% $24.53万 加仓
SHOP SHOPIFY INC $199.94万0.43%17,511 4422.6% $5.05万 加仓
IJR ISHARES TR $193.90万0.42%13,074 -38-0.3% -$5,636 减仓
CELH CELSIUS HLDGS INC $186.74万0.40%63,777 1,7772.9% $5.20万 加仓
DIS DISNEY WALT CO $177.04万0.38%18,252 -2,207-10.8% -$21.41万 减仓
TFI SPDR SERIES TRUST $154.03万0.33%33,631 550.2% $2,519 加仓
NKE NIKE INC $152.59万0.33%36,814 9152.5% $3.79万 加仓
HYG ISHARES TR $143.77万0.31%17,978 1120.6% $8,956 加仓
DPZ DOMINOS PIZZA INC $142.71万0.31%4,821 -782-14.0% -$23.15万 减仓
SCHP SCHWAB STRATEGIC TR $140.84万0.30%53,146 4760.9% $1.26万 加仓
HZO MARINEMAX INC $109.70万0.24%29,957 7402.5% $2.71万 加仓
IXUS ISHARES TR $99.02万0.21%10,376 -231-2.2% -$2.20万 减仓
MSFT MICROSOFT CORP $98.10万0.21%2,630 50.2% $1,865 加仓
C CITIGROUP INC $97.41万0.21%6,960 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $96.13万0.21%30,315 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $94.23万0.20%15,976 1721.1% $1.01万 加仓
MBB ISHARES TR $80.05万0.17%8,470 30.0% $284 加仓
AAPL APPLE INC $76.14万0.16%2,631 10.0% $289 加仓
VYM VANGUARD WHITEHALL FDS $67.63万0.15%4,280 140.3% $2,212 加仓
ITW ILLINOIS TOOL WKS INC $58.26万0.13%2,141 110.5% $2,993 加仓
SPIB SPDR SERIES TRUST $54.00万0.12%16,140 30.0% $100 加仓
USB US BANCORP $49.14万0.11%8,066 00.0% — 不变
TSLA TESLA INC $48.41万0.10%1,151 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $45.44万0.10%12,531 -176-1.4% -$6,382 减仓
IDV ISHARES TR $44.72万0.10%10,794 750.7% $3,107 加仓
CMI CUMMINS INC $39.32万0.08%551 10.2% $714 加仓
VYMI VANGUARD WHITEHALL FDS $33.74万0.07%3,435 60.2% $589 加仓
AMGN AMGEN INC $33.59万0.07%928 60.7% $2,172 加仓