Oxinas Partners, LLC
JEFFERSONVILLE IN · SEC CIK 0001759320
$2.54亿2026Q2 申报市值
149持仓数
37.8%前十大占比 · 第一大 6.2%
15 / 12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
SPCX 新建仓+$211.48万
CCL 新建仓+$104.37万
MU 加仓+$85.18万
SPY 加仓+$72.36万
MINT 加仓+$70.71万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$138.28万
DGRW 减仓-$91.20万
TECL 清仓-$69.67万
AVGO 减仓-$54.36万
APLD 减仓-$51.85万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $87.58万 | 0.35% | 8,030 | 1,831 | 29.5% | $19.97万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $93.42万 | 0.37% | 1,113 | -280 | -20.1% | -$23.50万 | 减仓 |
| IDV | ISHARES TR | $93.50万 | 0.37% | 22,568 | -2,227 | -9.0% | -$9.23万 | 减仓 |
| IYH | ISHARES TR | $93.68万 | 0.37% | 13,980 | -501 | -3.5% | -$3.36万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $101.27万 | 0.40% | 5,415 | 565 | 11.6% | $10.57万 | 加仓 |
| QHY | WISDOMTREE TR | $102.59万 | 0.40% | 22,394 | 955 | 4.5% | $4.37万 | 加仓 |
| WMT | WALMART INC | $103.76万 | 0.41% | 9,162 | 7 | 0.1% | $793 | 加仓 |
| CCL | CARNIVAL CORP LTD | $104.37万 | 0.41% | 36,531 | 36,531 | — | $104.37万 | 新建仓 |
| PYLD | PIMCO ETF TR | $105.33万 | 0.42% | 39,717 | -3,049 | -7.1% | -$8.09万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $107.98万 | 0.43% | 17,170 | -1,150 | -6.3% | -$7.23万 | 减仓 |
| EPI | WISDOMTREE TR | $112.46万 | 0.44% | 26,288 | 851 | 3.3% | $3.64万 | 加仓 |
| IVE | ISHARES TR | $117.41万 | 0.46% | 5,171 | 451 | 9.6% | $10.24万 | 加仓 |
| USMV | ISHARES TR | $118.54万 | 0.47% | 12,289 | 485 | 4.1% | $4.68万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $118.65万 | 0.47% | 4,363 | 1,688 | 63.1% | $45.91万 | 加仓 |
| MGV | VANGUARD WORLD FD | $132.61万 | 0.52% | 8,113 | -29 | -0.4% | -$4,740 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $135.13万 | 0.53% | 14,432 | -1,256 | -8.0% | -$11.76万 | 减仓 |
| CLS | CELESTICA INC | $142.27万 | 0.56% | 3,900 | 388 | 11.0% | $14.15万 | 加仓 |
| IVW | ISHARES TR | $148.93万 | 0.59% | 10,829 | -1,806 | -14.3% | -$24.84万 | 减仓 |
| DXJ | WISDOMTREE TR | $159.74万 | 0.63% | 9,206 | 31 | 0.3% | $5,379 | 加仓 |
| XSOE | WISDOMTREE TR | $164.33万 | 0.65% | 33,414 | -2,106 | -5.9% | -$10.36万 | 减仓 |
| IXN | ISHARES TR | $178.32万 | 0.70% | 12,342 | -441 | -3.4% | -$6.37万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $183.88万 | 0.72% | 18,726 | 160 | 0.9% | $1.57万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $196.26万 | 0.77% | 5,296 | -46 | -0.9% | -$1.70万 | 减仓 |
| AVGO | BROADCOM INC | $198.21万 | 0.78% | 5,247 | -1,439 | -21.5% | -$54.36万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $211.48万 | 0.83% | 12,377 | 12,377 | — | $211.48万 | 新建仓 |
| META | META PLATFORMS INC | $222.72万 | 0.88% | 3,954 | 562 | 16.6% | $31.66万 | 加仓 |
| — | WISDOMTREE TR | $225.24万 | 0.89% | 51,000 | 2,272 | 4.7% | $10.03万 | 加仓 |
| GOVT | ISHARES TR | $233.32万 | 0.92% | 102,424 | -56 | -0.1% | -$1,276 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $235.41万 | 0.93% | 20,682 | -482 | -2.3% | -$5.49万 | 减仓 |
| DAL | DELTA AIR LINES INC | $235.78万 | 0.93% | 25,174 | -1,625 | -6.1% | -$15.22万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $241.09万 | 0.95% | 12,654 | -667 | -5.0% | -$12.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $246.15万 | 0.97% | 12,302 | -2,055 | -14.3% | -$41.12万 | 减仓 |
| NOBL | PROSHARES TR | $249.03万 | 0.98% | 44,343 | 1,765 | 4.1% | $9.91万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $260.21万 | 1.03% | 8,495 | 1,737 | 25.7% | $53.21万 | 加仓 |
| DON | WISDOMTREE TR | $277.58万 | 1.09% | 49,112 | 1,000 | 2.1% | $5.65万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $279.03万 | 1.10% | 49,402 | 1,478 | 3.1% | $8.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $285.73万 | 1.13% | 7,660 | 175 | 2.3% | $6.53万 | 加仓 |
| GOOGL | ALPHABET INC | $287.11万 | 1.13% | 8,034 | -895 | -10.0% | -$31.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $300.10万 | 1.18% | 48,828 | 1,372 | 2.9% | $8.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $314.29万 | 1.24% | 2,723 | 738 | 37.2% | $85.18万 | 加仓 |
| FLOT | ISHARES TR | $341.17万 | 1.34% | 66,830 | 9,632 | 16.8% | $49.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $351.32万 | 1.38% | 103,817 | 264 | 0.3% | $8,934 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $394.29万 | 1.55% | 80,009 | 896 | 1.1% | $4.42万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $419.94万 | 1.66% | 88,969 | 1,176 | 1.3% | $5.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $480.34万 | 1.89% | 95,325 | -877 | -0.9% | -$4.42万 | 减仓 |
| AGGY | WISDOMTREE TR | $490.72万 | 1.93% | 112,861 | 1,669 | 1.5% | $7.26万 | 加仓 |
| MINT | PIMCO ETF TR | $492.43万 | 1.94% | 48,847 | 7,014 | 16.8% | $70.71万 | 加仓 |
| AGG | ISHARES TR | $503.27万 | 1.98% | 50,846 | 2,321 | 4.8% | $22.97万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $508.74万 | 2.01% | 86,756 | -2,964 | -3.3% | -$17.38万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $531.97万 | 2.10% | 39,118 | -2,888 | -6.9% | -$39.27万 | 减仓 |
| IVV | ISHARES TR | $536.68万 | 2.12% | 7,166 | -166 | -2.3% | -$12.43万 | 减仓 |
| AMZN | AMAZON COM INC | $575.39万 | 2.27% | 24,142 | -1,759 | -6.8% | -$41.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $596.04万 | 2.35% | 37,717 | 1,021 | 2.8% | $16.13万 | 加仓 |
| TSLA | TESLA INC | $618.97万 | 2.44% | 14,716 | 546 | 3.9% | $22.97万 | 加仓 |
| GOOG | ALPHABET INC | $777.09万 | 3.06% | 21,993 | 1,324 | 6.4% | $46.78万 | 加仓 |
| AAPL | APPLE INC | $802.27万 | 3.16% | 27,726 | -492 | -1.7% | -$14.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $894.61万 | 3.53% | 12,148 | -241 | -1.9% | -$17.75万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,189.52万 | 4.69% | 99,968 | -140 | -0.1% | -$1.67万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,257.89万 | 4.96% | 190,503 | 4,816 | 2.6% | $31.80万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,308.12万 | 5.16% | 136,804 | -9,538 | -6.5% | -$91.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,572.69万 | 6.20% | 21,060 | 969 | 4.8% | $72.36万 | 加仓 |