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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $28.45万 | 0.06% | 2,100 | 550 | 35.5% | $7.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.42万 | 0.06% | 281 | -45 | -13.8% | -$4.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $27.69万 | 0.06% | 3,849 | 249 | 6.9% | $1.79万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.35万 | 0.06% | 1,650 | 525 | 46.7% | $8.70万 | 加仓 |
| PSX | PHILLIPS 66 | $26.63万 | 0.06% | 1,575 | 1,575 | — | $26.63万 | 新建仓 |
| ETN | EATON CORP PLC | $23.69万 | 0.05% | 556 | -32 | -5.4% | -$1.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.85万 | 0.05% | 1,805 | 261 | 16.9% | $3.30万 | 加仓 |
| NNN | NNN REIT INC | $22.33万 | 0.05% | 4,800 | 4,800 | — | $22.33万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $22.31万 | 0.05% | 25,500 | 7,500 | 41.7% | $6.56万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.11万 | 0.05% | 2,368 | -120 | -4.8% | -$1.12万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.77万 | 0.05% | 4,495 | 4,495 | — | $21.77万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.36万 | 0.05% | 11,170 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.33万 | 0.05% | 2,994 | -183 | -5.8% | -$1.30万 | 减仓 |
| SBUX | STARBUCKS CORP | $21.20万 | 0.05% | 2,075 | 2,075 | — | $21.20万 | 新建仓 |
| INTU | INTUIT | $21.04万 | 0.05% | 806 | -3,660 | -82.0% | -$95.53万 | 减仓 |
| TGT | TARGET CORP | $20.90万 | 0.04% | 1,600 | 1,600 | — | $20.90万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.87万 | 0.04% | 417 | 0 | 0.0% | — | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $20.46万 | 0.04% | 4,833 | 4,833 | — | $20.46万 | 新建仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,550 | -100.0% | -$24.03万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,210 | -100.0% | -$22.94万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -5,745 | -100.0% | -$22.33万 | 清仓 |