Act Two Investors LLC
SANTA CRUZ CA · SEC CIK 0001766907
$4.95亿2026Q2 申报市值
37持仓数
70.2%前十大占比 · 第一大 14.9%
2 / 1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
LLY 加仓+$1,334.73万
SYK 加仓+$1,204.33万
ACN 新建仓+$862.68万
ADP 加仓+$734.06万
NFLX 加仓+$509.42万
2026Q2 卖出最多 按季末市值估算
DIS 清仓-$1,940.44万
ES 减仓-$1,237.76万
GOOG 减仓-$967.38万
VGLT 减仓-$128.57万
GOOGL 减仓-$63.83万
2026Q2 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 | $7,392.41万 | 14.94% | 209,221 | -27,379 | -11.6% | -$967.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,340.41万 | 10.79% | 143,167 | 507 | 0.4% | $18.91万 | 加仓 |
| AMZN | AMAZON COM INC | $4,190.04万 | 8.47% | 175,801 | -1,674 | -0.9% | -$39.90万 | 减仓 |
| V | VISA INC | $3,578.78万 | 7.23% | 104,310 | 139 | 0.1% | $4.77万 | 加仓 |
| IQV | IQVIA HLDGS INC | $3,067.29万 | 6.20% | 158,746 | 124 | 0.1% | $2.40万 | 加仓 |
| TMUS | T-MOBILE US INC | $2,534.10万 | 5.12% | 151,082 | -668 | -0.4% | -$11.20万 | 减仓 |
| LLY | ELI LILLY & CO | $2,315.14万 | 4.68% | 19,302 | 11,128 | 136.1% | $1,334.73万 | 加仓 |
| AAPL | APPLE INC | $2,233.89万 | 4.52% | 77,201 | -11 | -0.0% | -$3,183 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,103.39万 | 4.25% | 105,122 | 270 | 0.3% | $5.40万 | 加仓 |
| IEF | ISHARES TR | $1,955.44万 | 3.95% | 206,772 | -1,098 | -0.5% | -$10.38万 | 减仓 |
| SLM | SLM CORP | $1,859.31万 | 3.76% | 716,772 | 9,195 | 1.3% | $23.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,782.80万 | 3.60% | 79,607 | 32,778 | 70.0% | $734.06万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,720.44万 | 3.48% | 238,057 | -171,269 | -41.8% | -$1,237.76万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,581.04万 | 3.20% | 50,217 | 38,252 | 319.7% | $1,204.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $899.86万 | 1.82% | 27,491 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $874.33万 | 1.77% | 354,554 | 4,594 | 1.3% | $11.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $862.68万 | 1.74% | 69,325 | 69,325 | — | $862.68万 | 新建仓 |
| MCK | MCKESSON CORP | $674.00万 | 1.36% | 8,920 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $618.49万 | 1.25% | 256,210 | 13,454 | 5.5% | $32.48万 | 加仓 |
| NFLX | NETFLIX INC. | $556.26万 | 1.12% | 77,907 | 71,347 | 1,087.6% | $509.42万 | 加仓 |
| INTU | INTUIT | $459.23万 | 0.93% | 17,595 | 5,923 | 50.7% | $154.59万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $411.26万 | 0.83% | 74,530 | -23,300 | -23.8% | -$128.57万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $393.73万 | 0.80% | 33,020 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $386.10万 | 0.78% | 10,804 | -1,786 | -14.2% | -$63.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $336.41万 | 0.68% | 6,710 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $304.84万 | 0.62% | 35,181 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $199.97万 | 0.40% | 3,550 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $184.35万 | 0.37% | 6,820 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.16万 | 0.29% | 2,821 | -125 | -4.2% | -$6.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $120.39万 | 0.24% | 2,344 | 2,344 | — | $120.39万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $98.47万 | 0.20% | 2,062 | -16 | -0.8% | -$7,641 | 减仓 |
| AON | AON PLC | $75.46万 | 0.15% | 2,275 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $68.03万 | 0.14% | 5,270 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $62.83万 | 0.13% | 3,525 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $33.41万 | 0.07% | 1,189 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $33.11万 | 0.07% | 979 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.50万 | 0.05% | 1,740 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -201,332 | -100.0% | -$1,940.44万 | 清仓 |