Tranquility Partners, LLC
Brentwood TN · SEC CIK 0001783773
$2.91亿2026Q2 申报市值
232持仓数
28.0%前十大占比 · 第一大 4.5%
17 / 11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
GOOGL 加仓+$56.89万
PWR 新建仓+$54.72万
LLY 加仓+$51.10万
AAPL 加仓+$50.61万
AIQ 新建仓+$48.55万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$57.18万
OKE 减仓-$57.02万
ZTS 清仓-$51.93万
TMO 减仓-$45.92万
AMZN 减仓-$42.02万
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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $71.53万 | 0.25% | 3,702 | -2,132 | -36.5% | -$41.19万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $71.05万 | 0.24% | 16,651 | 428 | 2.6% | $1.83万 | 加仓 |
| BLK | BLACKROCK INC | $70.67万 | 0.24% | 735 | 14 | 1.9% | $1.35万 | 加仓 |
| FE | FIRSTENERGY CORP | $69.43万 | 0.24% | 14,604 | 21 | 0.1% | $998 | 加仓 |
| HD | HOME DEPOT INC | $68.21万 | 0.23% | 1,934 | 47 | 2.5% | $1.66万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $65.40万 | 0.22% | 1,024 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $64.39万 | 0.22% | 6,248 | 218 | 3.6% | $2.25万 | 加仓 |
| VLO | VALERO ENERGY CORP | $64.33万 | 0.22% | 2,470 | 57 | 2.4% | $1.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.31万 | 0.22% | 19,966 | 22 | 0.1% | $698 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $62.64万 | 0.22% | 13,815 | -1,674 | -10.8% | -$7.59万 | 减仓 |
| BGC | BGC GROUP INC | $61.78万 | 0.21% | 57,789 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $61.22万 | 0.21% | 3,313 | 89 | 2.8% | $1.64万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $60.73万 | 0.21% | 16,298 | 435 | 2.7% | $1.62万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $60.08万 | 0.21% | 3,604 | 314 | 9.5% | $5.23万 | 加仓 |
| GEV | GE VERNOVA INC | $59.68万 | 0.21% | 508 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $58.70万 | 0.20% | 6,815 | 2,093 | 44.3% | $18.03万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $58.69万 | 0.20% | 16,755 | 458 | 2.8% | $1.60万 | 加仓 |
| CTAS | CINTAS CORP | $58.68万 | 0.20% | 3,450 | -147 | -4.1% | -$2.50万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $58.32万 | 0.20% | 1,576 | 566 | 56.0% | $20.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $57.04万 | 0.20% | 15,787 | -470 | -2.9% | -$1.70万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $56.78万 | 0.20% | 16,778 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $56.26万 | 0.19% | 6,808 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $56.25万 | 0.19% | 6,837 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $55.83万 | 0.19% | 7,293 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $55.62万 | 0.19% | 7,322 | 450 | 6.5% | $3.42万 | 加仓 |
| PWR | QUANTA SVCS INC | $54.72万 | 0.19% | 760 | 760 | — | $54.72万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $52.66万 | 0.18% | 1,268 | 194 | 18.1% | $8.06万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $52.12万 | 0.18% | 2,194 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $51.57万 | 0.18% | 1,374 | -340 | -19.8% | -$12.76万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $51.16万 | 0.18% | 2,828 | 52 | 1.9% | $9,407 | 加仓 |
| WMT | WALMART INC | $51.16万 | 0.18% | 4,517 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $50.95万 | 0.18% | 8,179 | -482 | -5.6% | -$3.00万 | 减仓 |
| ORCL | ORACLE CORP | $50.91万 | 0.17% | 3,474 | 269 | 8.4% | $3.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $50.81万 | 0.17% | 6,171 | 1,250 | 25.4% | $10.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.65万 | 0.17% | 3,056 | 57 | 1.9% | $9,447 | 加仓 |
| ECL | ECOLAB INC | $50.60万 | 0.17% | 1,816 | 623 | 52.2% | $17.36万 | 加仓 |
| CAT | CATERPILLAR INC | $50.52万 | 0.17% | 474 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $49.80万 | 0.17% | 884 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $49.60万 | 0.17% | 9,596 | -305 | -3.1% | -$1.58万 | 减仓 |
| CVS | CVS HEALTH CORP | $49.36万 | 0.17% | 4,771 | -23 | -0.5% | -$2,379 | 减仓 |
| PEP | PEPSICO INC | $49.31万 | 0.17% | 3,642 | -141 | -3.7% | -$1.91万 | 减仓 |
| SMOT | VANECK ETF TRUST | $48.77万 | 0.17% | 12,551 | -1,026 | -7.6% | -$3.99万 | 减仓 |
| AIQ | GLOBAL X FDS | $48.55万 | 0.17% | 7,400 | 7,400 | — | $48.55万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.48万 | 0.17% | 1,724 | 150 | 9.5% | $4.22万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $48.17万 | 0.17% | 4,415 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $48.15万 | 0.17% | 1,266 | 1,266 | — | $48.15万 | 新建仓 |
| SO | SOUTHERN CO | $47.97万 | 0.16% | 5,012 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $47.83万 | 0.16% | 2,001 | 127 | 6.8% | $3.04万 | 加仓 |
| MRK | MERCK & CO INC | $47.58万 | 0.16% | 3,703 | -216 | -5.5% | -$2.78万 | 减仓 |
| — | EXXON MOBIL CORP | $47.29万 | 0.16% | 3,459 | -129 | -3.6% | -$1.76万 | 减仓 |
| ULS | UL SOLUTIONS INC | $47.19万 | 0.16% | 3,400 | 150 | 4.6% | $2.08万 | 加仓 |
| PGR | PROGRESSIVE CORP | $46.36万 | 0.16% | 2,122 | 244 | 13.0% | $5.33万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $45.35万 | 0.16% | 13,290 | 3 | 0.0% | $102 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $44.10万 | 0.15% | 1,109 | 531 | 91.9% | $21.12万 | 加仓 |
| IXUS | ISHARES TR | $43.99万 | 0.15% | 4,609 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $42.37万 | 0.15% | 1,680 | -18 | -1.1% | -$4,540 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $40.76万 | 0.14% | 39,381 | 12,471 | 46.3% | $12.91万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.68万 | 0.14% | 1,201 | 4 | 0.3% | $1,355 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $40.64万 | 0.14% | 3,180 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $40.62万 | 0.14% | 21,246 | 325 | 1.6% | $6,214 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.54万 | 0.14% | 13,997 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $39.73万 | 0.14% | 6,590 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.56万 | 0.14% | 789 | -916 | -53.7% | -$45.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $38.83万 | 0.13% | 3,249 | 1 | 0.0% | $120 | 加仓 |
| DHS | WISDOMTREE TR | $38.16万 | 0.13% | 3,357 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $37.82万 | 0.13% | 1,689 | -1,714 | -50.4% | -$38.38万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $37.34万 | 0.13% | 1,689 | 1,689 | — | $37.34万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $37.32万 | 0.13% | 15,738 | 160 | 1.0% | $3,794 | 加仓 |
| KKR | KKR & CO INC | $37.19万 | 0.13% | 4,044 | 512 | 14.5% | $4.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.05万 | 0.13% | 1,046 | -21 | -2.0% | -$7,439 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $37.01万 | 0.13% | 3,048 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $36.95万 | 0.13% | 2,203 | -187 | -7.8% | -$3.14万 | 减仓 |
| ASML | ASML HLDG NV | $36.80万 | 0.13% | 185 | 185 | — | $36.80万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $36.28万 | 0.12% | 1,072 | 183 | 20.6% | $6.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $35.68万 | 0.12% | 2,249 | 360 | 19.1% | $5.71万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $35.29万 | 0.12% | 1,965 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $35.00万 | 0.12% | 2,387 | 2 | 0.1% | $293 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.58万 | 0.12% | 4,947 | -791 | -13.8% | -$5.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $33.66万 | 0.12% | 1,069 | 123 | 13.0% | $3.87万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $33.55万 | 0.12% | 8,714 | 497 | 6.0% | $1.91万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $33.36万 | 0.11% | 3,138 | 0 | 0.0% | — | 不变 |
| QINT | AMERICAN CENTY ETF TR | $33.35万 | 0.11% | 4,803 | 348 | 7.8% | $2.42万 | 加仓 |
| DGRW | WISDOMTREE TR | $33.32万 | 0.11% | 3,485 | -115 | -3.2% | -$1.10万 | 减仓 |
| SMLF | ISHARES TR | $33.24万 | 0.11% | 3,729 | -30 | -0.8% | -$2,674 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $32.98万 | 0.11% | 6,853 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $32.67万 | 0.11% | 157 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $32.62万 | 0.11% | 236 | 236 | — | $32.62万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $32.61万 | 0.11% | 5,365 | 3 | 0.1% | $182 | 加仓 |
| CRM | SALESFORCE INC | $31.86万 | 0.11% | 2,034 | -474 | -18.9% | -$7.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.68万 | 0.11% | 778 | -89 | -10.3% | -$3.62万 | 减仓 |
| PSX | PHILLIPS 66 | $31.54万 | 0.11% | 1,866 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.19万 | 0.11% | 1,987 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.16万 | 0.11% | 443 | -40 | -8.3% | -$2.81万 | 减仓 |
| AMAT | APPLIED MATLS INC | $30.58万 | 0.11% | 423 | 423 | — | $30.58万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $29.90万 | 0.10% | 3,111 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $29.87万 | 0.10% | 2,616 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $29.03万 | 0.10% | 5,761 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $28.85万 | 0.10% | 1,003 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $28.29万 | 0.10% | 1,492 | 112 | 8.1% | $2.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $28.26万 | 0.10% | 3,684 | 0 | 0.0% | — | 不变 |