Act Two Investors LLC
SANTA CRUZ CA · SEC CIK 0001766907
$4.53亿2026Q1 申报市值
36持仓数
74.0%前十大占比 · 第一大 15.0%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SLM 加仓+$1,434.60万
ADP 新建仓+$951.47万
INTU 新建仓+$504.67万
DIS 加仓+$308.19万
V 加仓+$46.06万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$3,233.87万
ADBE 清仓-$1,700.92万
CNI 减仓-$1,165.05万
NFLX 减仓-$622.99万
GOOG 减仓-$504.84万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $6,787.11万 | 14.98% | 236,600 | -17,599 | -6.9% | -$504.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,280.84万 | 11.65% | 142,660 | -3,310 | -2.3% | -$122.53万 | 减仓 |
| AMZN | AMAZON COM INC | $3,696.27万 | 8.16% | 177,475 | -4,070 | -2.2% | -$84.77万 | 减仓 |
| TMUS | T-MOBILE US INC | $3,187.21万 | 7.03% | 151,750 | -5,359 | -3.4% | -$112.56万 | 减仓 |
| V | VISA INC | $3,148.47万 | 6.95% | 104,171 | 1,524 | 1.5% | $46.06万 | 加仓 |
| ES | EVERSOURCE ENERGY | $2,835.81万 | 6.26% | 409,326 | -15,778 | -3.7% | -$109.31万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2,705.14万 | 5.97% | 158,622 | -6,132 | -3.7% | -$104.58万 | 减仓 |
| IEF | ISHARES TR | $1,983.91万 | 4.38% | 207,870 | -31,881 | -13.3% | -$304.27万 | 减仓 |
| AAPL | APPLE INC | $1,959.56万 | 4.32% | 77,212 | -4,867 | -5.9% | -$123.52万 | 减仓 |
| DIS | DISNEY WALT CO | $1,940.44万 | 4.28% | 201,332 | 31,977 | 18.9% | $308.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,828.62万 | 4.04% | 104,852 | 937 | 0.9% | $16.34万 | 加仓 |
| SLM | SLM CORP | $1,514.92万 | 3.34% | 707,577 | 670,063 | 1,786.2% | $1,434.60万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $951.47万 | 2.10% | 46,829 | 46,829 | — | $951.47万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $871.75万 | 1.92% | 349,960 | -18,310 | -5.0% | -$45.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $808.68万 | 1.78% | 27,491 | -796 | -2.8% | -$23.42万 | 减仓 |
| MCK | MCKESSON CORP | $771.90万 | 1.70% | 8,920 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $751.82万 | 1.66% | 8,174 | -266 | -3.2% | -$24.47万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $589.17万 | 1.30% | 242,756 | -43,306 | -15.1% | -$105.10万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $541.54万 | 1.19% | 97,830 | -9,859 | -9.2% | -$54.57万 | 减仓 |
| INTU | INTUIT | $504.67万 | 1.11% | 11,672 | 11,672 | — | $504.67万 | 新建仓 |
| SYK | STRYKER CORPORATION | $393.17万 | 0.87% | 11,965 | -88 | -0.7% | -$2.89万 | 减仓 |
| GOOGL | ALPHABET INC | $362.04万 | 0.80% | 12,590 | -1,932 | -13.3% | -$55.56万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $339.35万 | 0.75% | 33,020 | -113,365 | -77.4% | -$1,165.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $329.82万 | 0.73% | 6,710 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $276.73万 | 0.61% | 35,181 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $211.96万 | 0.47% | 6,820 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $203.11万 | 0.45% | 3,550 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.17万 | 0.31% | 2,946 | -294 | -9.1% | -$14.09万 | 减仓 |
| AON | AON PLC | $73.43万 | 0.16% | 2,275 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.23万 | 0.15% | 2,078 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $63.07万 | 0.14% | 6,560 | -64,794 | -90.8% | -$622.99万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $59.37万 | 0.13% | 141 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $56.26万 | 0.12% | 5,270 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.61万 | 0.07% | 979 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.60万 | 0.06% | 1,740 | -2,005 | -53.5% | -$29.50万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.41万 | 0.05% | 1,189 | -3,515 | -74.7% | -$69.20万 | 减仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -175,888 | -100.0% | -$3,233.87万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -48,599 | -100.0% | -$1,700.92万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,868 | -100.0% | -$32.14万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,990 | -100.0% | -$22.46万 | 清仓 |