Stokes Capital Advisors, LLC
GREENWOOD SC · SEC CIK 0001734460
$4.67亿2026Q2 申报市值
118持仓数
30.9%前十大占比 · 第一大 4.2%
16 / 3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
GILD 加仓+$421.28万
LLY 加仓+$418.96万
HONA 新建仓+$392.17万
APH 新建仓+$216.50万
NVDA 新建仓+$60.53万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$432.73万
MINT 减仓-$347.77万
CL 减仓-$296.85万
TXN 减仓-$173.48万
MRSH 减仓-$171.70万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $884.60万 | 1.89% | 24,753 | -402 | -1.6% | -$14.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $892.52万 | 1.91% | 60,865 | -769 | -1.2% | -$11.28万 | 减仓 |
| KO | COCA COLA CO | $921.42万 | 1.97% | 113,378 | -5,789 | -4.9% | -$47.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $931.35万 | 1.99% | 9,956 | -703 | -6.6% | -$65.76万 | 减仓 |
| ABBV | ABBVIE INC | $942.54万 | 2.02% | 37,456 | 618 | 1.7% | $15.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $961.09万 | 2.06% | 34,177 | -268 | -0.8% | -$7.54万 | 减仓 |
| MCD | MCDONALDS CORP | $1,029.75万 | 2.21% | 38,095 | -603 | -1.6% | -$16.30万 | 减仓 |
| CAT | CATERPILLAR INC | $1,066.92万 | 2.28% | 10,019 | -1,259 | -11.2% | -$134.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,109.49万 | 2.38% | 43,686 | 1,977 | 4.7% | $50.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,110.75万 | 2.38% | 32,838 | -899 | -2.7% | -$30.41万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,127.77万 | 2.42% | 151,704 | -5,107 | -3.3% | -$37.97万 | 减仓 |
| V | VISA INC | $1,130.04万 | 2.42% | 32,937 | -675 | -2.0% | -$23.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,165.99万 | 2.50% | 39,118 | -5,820 | -13.0% | -$173.48万 | 减仓 |
| LLY | ELI LILLY & CO | $1,172.92万 | 2.51% | 9,779 | 3,493 | 55.6% | $418.96万 | 加仓 |
| MINT | PIMCO ETF TR | $1,296.07万 | 2.78% | 128,565 | -34,497 | -21.2% | -$347.77万 | 减仓 |
| AAPL | APPLE INC | $1,332.42万 | 2.85% | 46,047 | 421 | 0.9% | $12.18万 | 加仓 |
| TJX | TJX COS INC NEW | $1,367.23万 | 2.93% | 90,246 | -3,494 | -3.7% | -$52.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,483.95万 | 3.18% | 45,335 | -753 | -1.6% | -$24.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,669.23万 | 3.57% | 44,749 | 214 | 0.5% | $7.98万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,847.53万 | 3.96% | 696,655 | 8,309 | 1.2% | $22.04万 | 加仓 |
| AVGO | BROADCOM INC | $1,982.09万 | 4.24% | 52,471 | -1,110 | -2.1% | -$41.93万 | 减仓 |