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 |
|---|---|---|---|---|---|---|---|---|
| CLSK | CLEANSPARK INC | $38.45万 | 0.15% | 26,427 | -2,825 | -9.7% | -$4.11万 | 减仓 |
| AIS | TIDAL TRUST III | $37.54万 | 0.15% | 4,400 | -500 | -10.2% | -$4.27万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.09万 | 0.15% | 6,509 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.89万 | 0.15% | 1,559 | 5 | 0.3% | $1,183 | 加仓 |
| ESGU | ISHARES TR | $36.32万 | 0.14% | 2,219 | -351 | -13.7% | -$5.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.49万 | 0.14% | 611 | 611 | — | $35.49万 | 新建仓 |
| BITQ | BITWISE FUNDS TRUST | $35.34万 | 0.14% | 14,425 | -2,575 | -15.1% | -$6.31万 | 减仓 |
| SHOP | SHOPIFY INC | $34.98万 | 0.14% | 3,064 | -31 | -1.0% | -$3,540 | 减仓 |
| CMI | CUMMINS INC | $34.86万 | 0.14% | 489 | 86 | 21.3% | $6.13万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $33.64万 | 0.13% | 392 | 392 | — | $33.64万 | 新建仓 |
| AGX | ARGAN INC | $33.53万 | 0.13% | 420 | -10 | -2.3% | -$7,984 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $33.36万 | 0.13% | 3,103 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $32.53万 | 0.13% | 11,502 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $32.35万 | 0.13% | 62,208 | -15,445 | -19.9% | -$8.03万 | 减仓 |
| CWB | SPDR SERIES TRUST | $32.34万 | 0.13% | 3,000 | 1 | 0.0% | $108 | 加仓 |
| CSCO | CISCO SYS INC | $32.07万 | 0.13% | 2,730 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $31.88万 | 0.13% | 6,716 | 6,716 | — | $31.88万 | 新建仓 |
| MBB | ISHARES TR | $31.37万 | 0.12% | 3,318 | 708 | 27.1% | $6.69万 | 加仓 |
| CHAT | TIDAL TRUST II | $30.36万 | 0.12% | 3,076 | -384 | -11.1% | -$3.79万 | 重新持有 |
| VISN | VISTANCE NETWORKS INC | $29.85万 | 0.12% | 23,357 | 10,235 | 78.0% | $13.08万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.07万 | 0.11% | 5,474 | -778 | -12.4% | -$4.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.51万 | 0.11% | 2,444 | -2,370 | -49.2% | -$27.65万 | 减仓 |
| ORCL | ORACLE CORP | $28.44万 | 0.11% | 1,941 | -308 | -13.7% | -$4.51万 | 减仓 |
| HD | HOME DEPOT INC | $27.70万 | 0.11% | 785 | 1 | 0.1% | $353 | 加仓 |
| HYDB | ISHARES TR | $27.23万 | 0.11% | 5,822 | -448 | -7.1% | -$2.10万 | 减仓 |
| F | FORD MTR CO | $26.09万 | 0.10% | 18,770 | -1,996 | -9.6% | -$2.77万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $25.68万 | 0.10% | 675 | 675 | — | $25.68万 | 新建仓 |
| IQDG | WISDOMTREE TR | $25.57万 | 0.10% | 5,935 | -1,065 | -15.2% | -$4.59万 | 减仓 |
| — | EXXON MOBIL CORP | $25.32万 | 0.10% | 1,852 | 4 | 0.2% | $547 | 加仓 |
| USFD | US FOODS HLDG CORP | $25.24万 | 0.10% | 2,468 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE | $24.78万 | 0.10% | 7,775 | 7,775 | — | $24.78万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $24.65万 | 0.10% | 2,672 | 3 | 0.1% | $277 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $24.63万 | 0.10% | 1,666 | 1,666 | — | $24.63万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $24.46万 | 0.10% | 10,356 | -20 | -0.2% | -$472 | 减仓 |
| DY | DYCOM INDS INC | $24.12万 | 0.10% | 477 | 477 | — | $24.12万 | 新建仓 |
| IEFA | ISHARES TR | $23.45万 | 0.09% | 2,428 | -183 | -7.0% | -$1.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.21万 | 0.09% | 5,483 | -306 | -5.3% | -$1.30万 | 减仓 |
| YYY | AMPLIFY ETF TR | $23.17万 | 0.09% | 20,094 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.50万 | 0.09% | 2,901 | -128 | -4.2% | -$9,926 | 减仓 |
| — | WISDOMTREE TR | $22.34万 | 0.09% | 6,168 | 6,168 | — | $22.34万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.68万 | 0.09% | 232 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.45万 | 0.08% | 495 | 495 | — | $21.45万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.42万 | 0.08% | 7,277 | 7,277 | — | $21.42万 | 新建仓 |
| KVUE | KENVUE INC | $21.31万 | 0.08% | 11,151 | -5,250 | -32.0% | -$10.03万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $20.33万 | 0.08% | 6,932 | -13,172 | -65.5% | -$38.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $20.18万 | 0.08% | 1,688 | 1,688 | — | $20.18万 | 新建仓 |
| INTC | INTEL CORP | $20.12万 | 0.08% | 1,441 | 1,441 | — | $20.12万 | 新建仓 |
| — | EAGLE POINT CR CO | $5.39万 | 0.02% | 14,500 | -67,100 | -82.2% | -$24.96万 | 减仓 |
| SABR | SABRE CORP | $3.29万 | 0.01% | 15,733 | -517 | -3.2% | -$1,081 | 减仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -53,432 | -100.0% | -$138.28万 | 清仓 |
| TECL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -8,050 | -100.0% | -$69.67万 | 清仓 |
| VXX | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -7,250 | -100.0% | -$25.88万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,365 | -100.0% | -$23.83万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -4,582 | -100.0% | -$23.83万 | 清仓 |
| BNO | UNITED STS BRENT OIL FD LP | $0 | 0.00% | 0 | -4,450 | -100.0% | -$23.14万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,266 | -100.0% | -$21.78万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -11,600 | -100.0% | -$21.69万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,183 | -100.0% | -$21.69万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,594 | -100.0% | -$21.05万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -870 | -100.0% | -$20.55万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -515 | -100.0% | -$20.42万 | 清仓 |