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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,982.09万 | 4.24% | 52,471 | -1,110 | -2.1% | -$41.93万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,847.53万 | 3.96% | 696,655 | 8,309 | 1.2% | $22.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,669.23万 | 3.57% | 44,749 | 214 | 0.5% | $7.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,483.95万 | 3.18% | 45,335 | -753 | -1.6% | -$24.65万 | 减仓 |
| TJX | TJX COS INC NEW | $1,367.23万 | 2.93% | 90,246 | -3,494 | -3.7% | -$52.93万 | 减仓 |
| AAPL | APPLE INC | $1,332.42万 | 2.85% | 46,047 | 421 | 0.9% | $12.18万 | 加仓 |
| MINT | PIMCO ETF TR | $1,296.07万 | 2.78% | 128,565 | -34,497 | -21.2% | -$347.77万 | 减仓 |
| LLY | ELI LILLY & CO | $1,172.92万 | 2.51% | 9,779 | 3,493 | 55.6% | $418.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,165.99万 | 2.50% | 39,118 | -5,820 | -13.0% | -$173.48万 | 减仓 |
| V | VISA INC | $1,130.04万 | 2.42% | 32,937 | -675 | -2.0% | -$23.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,127.77万 | 2.42% | 151,704 | -5,107 | -3.3% | -$37.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,110.75万 | 2.38% | 32,838 | -899 | -2.7% | -$30.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,109.49万 | 2.38% | 43,686 | 1,977 | 4.7% | $50.21万 | 加仓 |
| CAT | CATERPILLAR INC | $1,066.92万 | 2.28% | 10,019 | -1,259 | -11.2% | -$134.07万 | 减仓 |
| MCD | MCDONALDS CORP | $1,029.75万 | 2.21% | 38,095 | -603 | -1.6% | -$16.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $961.09万 | 2.06% | 34,177 | -268 | -0.8% | -$7.54万 | 减仓 |
| ABBV | ABBVIE INC | $942.54万 | 2.02% | 37,456 | 618 | 1.7% | $15.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $931.35万 | 1.99% | 9,956 | -703 | -6.6% | -$65.76万 | 减仓 |
| KO | COCA COLA CO | $921.42万 | 1.97% | 113,378 | -5,789 | -4.9% | -$47.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $892.52万 | 1.91% | 60,865 | -769 | -1.2% | -$11.28万 | 减仓 |
| GOOGL | ALPHABET INC | $884.60万 | 1.89% | 24,753 | -402 | -1.6% | -$14.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $863.41万 | 1.85% | 16,811 | -374 | -2.2% | -$19.21万 | 减仓 |
| CB | CHUBB LIMITED | $834.30万 | 1.79% | 24,485 | -853 | -3.4% | -$29.07万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $802.33万 | 1.72% | 23,302 | -731 | -3.0% | -$25.17万 | 减仓 |
| MS | MORGAN STANLEY | $762.35万 | 1.63% | 36,469 | -3,104 | -7.8% | -$64.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $743.10万 | 1.59% | 84,665 | -3,777 | -4.3% | -$33.15万 | 减仓 |
| HD | HOME DEPOT INC | $743.10万 | 1.59% | 21,070 | -165 | -0.8% | -$5.82万 | 减仓 |
| LIN | LINDE PLC | $735.39万 | 1.57% | 14,171 | -1,008 | -6.6% | -$52.31万 | 减仓 |
| QCOM | QUALCOMM INC | $721.59万 | 1.55% | 39,049 | -2,610 | -6.3% | -$48.23万 | 减仓 |
| PEP | PEPSICO INC | $696.78万 | 1.49% | 51,461 | -240 | -0.5% | -$3.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $679.26万 | 1.45% | 13,333 | -150 | -1.1% | -$7.64万 | 减仓 |
| — | EXXON MOBIL CORP | $663.00万 | 1.42% | 48,493 | 130 | 0.3% | $1.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $653.92万 | 1.40% | 27,636 | 1,363 | 5.2% | $32.25万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $636.48万 | 1.36% | 12,497 | -388 | -3.0% | -$19.76万 | 减仓 |
| UNP | UNION PAC CORP | $627.34万 | 1.34% | 23,064 | -590 | -2.5% | -$16.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $605.78万 | 1.30% | 19,241 | -4,430 | -18.7% | -$139.47万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $461.94万 | 0.99% | 9,405 | -422 | -4.3% | -$20.73万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $446.86万 | 0.96% | 35,370 | 33,345 | 1,646.7% | $421.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $440.81万 | 0.94% | 26,448 | -10,302 | -28.0% | -$171.70万 | 减仓 |
| ENB | ENBRIDGE INC | $437.67万 | 0.94% | 80,736 | 1,225 | 1.5% | $6.64万 | 加仓 |
| OKE | ONEOK INC NEW | $427.10万 | 0.91% | 49,126 | 630 | 1.3% | $5.48万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $417.35万 | 0.89% | 18,636 | -1,413 | -7.0% | -$31.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $407.73万 | 0.87% | 44,934 | -11,089 | -19.8% | -$100.62万 | 减仓 |
| HON | HONEYWELL INTL INC | $403.36万 | 0.86% | 18,016 | -19,328 | -51.8% | -$432.73万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $392.17万 | 0.84% | 17,739 | 17,739 | — | $392.17万 | 新建仓 |
| IWY | ISHARES TR | $385.48万 | 0.83% | 13,264 | -499 | -3.6% | -$14.50万 | 减仓 |
| ORCL | ORACLE CORP | $382.07万 | 0.82% | 26,071 | -4,771 | -15.5% | -$69.92万 | 减仓 |
| HYS | PIMCO ETF TR | $358.01万 | 0.77% | 38,282 | 288 | 0.8% | $2.69万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $348.42万 | 0.75% | 108,984 | -975 | -0.9% | -$3.12万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $338.32万 | 0.72% | 14,155 | -665 | -4.5% | -$15.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $328.87万 | 0.70% | 35,871 | -32,379 | -47.4% | -$296.85万 | 减仓 |
| MUNI | PIMCO ETF TR | $316.92万 | 0.68% | 60,250 | 11,150 | 22.7% | $58.65万 | 加仓 |
| TBG | EA SERIES TRUST | $291.66万 | 0.62% | 79,995 | 12,857 | 19.2% | $46.88万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $253.63万 | 0.54% | 20,382 | 92 | 0.5% | $1.14万 | 加仓 |
| SMMU | PIMCO ETF TR | $252.50万 | 0.54% | 50,000 | 10,000 | 25.0% | $50.50万 | 加仓 |
| APH | AMPHENOL CORP | $216.50万 | 0.46% | 12,279 | 12,279 | — | $216.50万 | 新建仓 |
| WMT | WALMART INC | $196.88万 | 0.42% | 17,383 | 2,295 | 15.2% | $25.99万 | 加仓 |
| CSCO | CISCO SYS INC | $157.29万 | 0.34% | 13,391 | 898 | 7.2% | $10.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $136.94万 | 0.29% | 1,400 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $133.84万 | 0.29% | 1,949 | 615 | 46.1% | $42.23万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $118.36万 | 0.25% | 4,073 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $113.80万 | 0.24% | 2,738 | 54 | 2.0% | $2.24万 | 加仓 |
| AMGN | AMGEN INC | $110.84万 | 0.24% | 3,061 | 755 | 32.7% | $27.34万 | 加仓 |
| IJR | ISHARES TR | $89.85万 | 0.19% | 6,058 | -224 | -3.6% | -$3.32万 | 减仓 |
| BAC | BANK OF AMER CORP | $88.64万 | 0.19% | 15,556 | 3,219 | 26.1% | $18.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $88.45万 | 0.19% | 2,050 | -500 | -19.6% | -$21.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $87.36万 | 0.19% | 2,016 | 693 | 52.4% | $30.03万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.33万 | 0.18% | 22,668 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $69.96万 | 0.15% | 4,125 | 1,050 | 34.1% | $17.81万 | 加仓 |
| MRK | MERCK & CO INC | $69.04万 | 0.15% | 5,373 | 1,275 | 31.1% | $16.38万 | 加仓 |
| SO | SOUTHERN CO | $68.75万 | 0.15% | 7,183 | 389 | 5.7% | $3.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $60.53万 | 0.13% | 3,025 | 3,025 | — | $60.53万 | 新建仓 |
| PFE | PFIZER INC | $55.20万 | 0.12% | 22,925 | 6,300 | 37.9% | $15.17万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $52.90万 | 0.11% | 12,616 | -342 | -2.6% | -$1.43万 | 减仓 |
| BLK | BLACKROCK INC | $52.79万 | 0.11% | 549 | 88 | 19.1% | $8.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $50.77万 | 0.11% | 1,372 | 1,372 | — | $50.77万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $48.65万 | 0.10% | 2,628 | 1,053 | 66.9% | $19.50万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $44.87万 | 0.10% | 11,360 | 150 | 1.3% | $5,925 | 加仓 |
| LOW | LOWES COS INC | $44.03万 | 0.09% | 1,997 | -263 | -11.6% | -$5.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.74万 | 0.09% | 2,056 | 2,056 | — | $43.74万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $43.28万 | 0.09% | 5,895 | 5,895 | — | $43.28万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $41.23万 | 0.09% | 8,600 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $39.98万 | 0.09% | 1,325 | 1,325 | — | $39.98万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $38.32万 | 0.08% | 3,550 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $37.44万 | 0.08% | 8,850 | 600 | 7.3% | $2.54万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $37.39万 | 0.08% | 1,105 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $36.96万 | 0.08% | 3,100 | 550 | 21.6% | $6.56万 | 加仓 |
| GPC | GENUINE PARTS CO | $36.57万 | 0.08% | 3,100 | 550 | 21.6% | $6.49万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $36.33万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $36.33万 | 0.08% | 892 | 147 | 19.7% | $5.99万 | 加仓 |
| VICI | VICI PPTYS INC | $35.71万 | 0.08% | 13,450 | 4,200 | 45.4% | $11.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.94万 | 0.07% | 3,250 | 1,075 | 49.4% | $11.56万 | 加仓 |
| MET | METLIFE INC | $34.69万 | 0.07% | 4,100 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.47万 | 0.07% | 4,032 | 4,032 | — | $34.47万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $31.34万 | 0.07% | 2,684 | 634 | 30.9% | $7.40万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $31.13万 | 0.07% | 28,855 | 28,855 | — | $31.13万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $30.65万 | 0.07% | 12,484 | 5,200 | 71.4% | $12.77万 | 加仓 |
| RTX | RTX CORPORATION | $29.88万 | 0.06% | 1,575 | 1,575 | — | $29.88万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $29.24万 | 0.06% | 6,200 | 50 | 0.8% | $2,358 | 加仓 |
| MDT | MEDTRONIC PLC | $28.95万 | 0.06% | 3,700 | -1,346 | -26.7% | -$10.53万 | 减仓 |