Relyea Zuckerberg Hanson LLC
STAMFORD CT · SEC CIK 0001793691
$12.00亿2026Q2 申报市值
302持仓数
46.6%前十大占比 · 第一大 10.7%
34 / 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
AAPL 加仓+$1,231.86万
XLK 加仓+$521.87万
XLI 加仓+$482.64万
SPY 加仓+$467.33万
VEA 加仓+$395.72万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$361.22万
ABT 减仓-$69.01万
NVDA 减仓-$65.95万
IWF 减仓-$53.07万
ADP 减仓-$46.58万
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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $39.50万 | 0.03% | 3,002 | -172 | -5.4% | -$2.26万 | 减仓 |
| MCO | MOODYS CORP | $39.73万 | 0.03% | 877 | -37 | -4.0% | -$1.68万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.13万 | 0.03% | 3,176 | -34 | -1.1% | -$4,296 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.43万 | 0.03% | 13,959 | 13,959 | — | $40.43万 | 新建仓 |
| MPC | MARATHON PETE CORP | $40.50万 | 0.03% | 1,584 | 37 | 2.4% | $9,460 | 加仓 |
| SO | SOUTHERN CO | $40.58万 | 0.03% | 4,240 | 278 | 7.0% | $2.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.12万 | 0.03% | 1,670 | 23 | 1.4% | $5,663 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.15万 | 0.03% | 9,718 | 259 | 2.7% | $1.10万 | 加仓 |
| CDE | COEUR MNG INC | $41.21万 | 0.03% | 25,251 | 25,251 | — | $41.21万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $41.30万 | 0.03% | 1,868 | 1,868 | — | $41.30万 | 新建仓 |
| NOW | SERVICENOW INC | $41.38万 | 0.03% | 4,168 | 1,797 | 75.8% | $17.84万 | 加仓 |
| HON | HONEYWELL INTL INC | $41.60万 | 0.03% | 1,858 | -1,911 | -50.7% | -$42.79万 | 减仓 |
| AON | AON PLC | $41.77万 | 0.03% | 1,259 | -229 | -15.4% | -$7.60万 | 减仓 |
| FLEX | FLEX LTD | $41.85万 | 0.03% | 2,582 | 2,582 | — | $41.85万 | 新建仓 |
| PPG | PPG INDS INC | $43.03万 | 0.04% | 3,548 | -25 | -0.7% | -$3,032 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.80万 | 0.04% | 2,059 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $44.15万 | 0.04% | 2,318 | -9 | -0.4% | -$1,714 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $44.83万 | 0.04% | 1,425 | 3 | 0.2% | $944 | 加仓 |
| CSX | CSX CORP | $45.80万 | 0.04% | 9,636 | 579 | 6.4% | $2.75万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.96万 | 0.04% | 13,805 | 2,488 | 22.0% | $8.28万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.00万 | 0.04% | 3,471 | 22 | 0.6% | $2,915 | 加仓 |
| CMI | CUMMINS INC | $46.68万 | 0.04% | 655 | 8 | 1.2% | $5,701 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $46.91万 | 0.04% | 8,962 | 8,962 | — | $46.91万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $47.43万 | 0.04% | 9,100 | -975 | -9.7% | -$5.08万 | 减仓 |
| PAYX | PAYCHEX INC | $48.90万 | 0.04% | 4,973 | 298 | 6.4% | $2.93万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.52万 | 0.04% | 1,831 | -75 | -3.9% | -$2.03万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.67万 | 0.04% | 1,503 | 65 | 4.5% | $2.15万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $49.74万 | 0.04% | 3,439 | 167 | 5.1% | $2.42万 | 加仓 |
| CRBN | ISHARES TR | $49.89万 | 0.04% | 1,972 | 11 | 0.6% | $2,783 | 加仓 |
| VXUS | VANGUARD STAR FDS | $49.96万 | 0.04% | 5,844 | 1,038 | 21.6% | $8.87万 | 加仓 |
| URI | UNITED RENTALS INC | $50.41万 | 0.04% | 445 | 18 | 4.2% | $2.04万 | 加仓 |
| QCOM | QUALCOMM INC | $51.04万 | 0.04% | 2,762 | -372 | -11.9% | -$6.87万 | 减仓 |
| NUDM | NUSHARES ETF TR | $52.11万 | 0.04% | 13,022 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $52.12万 | 0.04% | 4,117 | 114 | 2.8% | $1.44万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $52.90万 | 0.04% | 1,226 | -162 | -11.7% | -$6.99万 | 减仓 |
| AFL | AFLAC INC | $53.21万 | 0.04% | 4,538 | 67 | 1.5% | $7,855 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $53.69万 | 0.04% | 3,012 | 1,737 | 136.2% | $30.96万 | 加仓 |
| T | AT&T INC | $53.80万 | 0.04% | 25,993 | 50 | 0.2% | $1,035 | 加仓 |
| ABNB | AIRBNB INC | $53.83万 | 0.04% | 3,762 | 3,762 | — | $53.83万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $54.06万 | 0.05% | 1,784 | 1 | 0.1% | $303 | 加仓 |
| YUM | YUM BRANDS INC | $54.25万 | 0.05% | 3,394 | -94 | -2.7% | -$1.50万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $55.24万 | 0.05% | 12,942 | -725 | -5.3% | -$3.09万 | 减仓 |
| VO | VANGUARD INDEX FDS | $55.44万 | 0.05% | 6,881 | 6,881 | — | $55.44万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.51万 | 0.05% | 7,024 | 7,024 | — | $55.51万 | 新建仓 |
| DHS | WISDOMTREE TR | $55.60万 | 0.05% | 4,891 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $56.08万 | 0.05% | 1,316 | 51 | 4.0% | $2.17万 | 加仓 |
| BOXX | EA SERIES TRUST | $56.70万 | 0.05% | 4,842 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $56.93万 | 0.05% | 3,758 | 128 | 3.5% | $1.94万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $57.47万 | 0.05% | 1,157 | 330 | 39.9% | $16.39万 | 加仓 |
| EFAV | ISHARES TR | $57.55万 | 0.05% | 6,561 | 6,561 | — | $57.55万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $57.67万 | 0.05% | 1,935 | 144 | 8.0% | $4.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $58.22万 | 0.05% | 7,045 | 204 | 3.0% | $1.69万 | 加仓 |
| AMGN | AMGEN INC | $58.81万 | 0.05% | 1,624 | 175 | 12.1% | $6.34万 | 加仓 |
| PGR | PROGRESSIVE CORP | $58.90万 | 0.05% | 2,696 | -82 | -3.0% | -$1.79万 | 减仓 |
| IJH | ISHARES TR | $59.06万 | 0.05% | 7,659 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $59.79万 | 0.05% | 2,980 | 207 | 7.5% | $4.15万 | 加仓 |
| USMV | ISHARES TR | $59.93万 | 0.05% | 6,213 | 112 | 1.8% | $1.08万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $59.96万 | 0.05% | 16,264 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $60.08万 | 0.05% | 6,837 | 18 | 0.3% | $1,582 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $61.16万 | 0.05% | 2,053 | 2,053 | — | $61.16万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $61.66万 | 0.05% | 7,026 | -1,013 | -12.6% | -$8.89万 | 减仓 |
| DE | DEERE & CO | $62.54万 | 0.05% | 986 | 7 | 0.7% | $4,440 | 加仓 |
| EMR | EMERSON ELEC CO | $63.03万 | 0.05% | 4,403 | -532 | -10.8% | -$7.62万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $63.03万 | 0.05% | 3,689 | 3,689 | — | $63.03万 | 新建仓 |
| SUSL | ISHARES TR | $63.30万 | 0.05% | 4,768 | 10 | 0.2% | $1,328 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $63.66万 | 0.05% | 6,739 | 15 | 0.2% | $1,417 | 加仓 |
| ADI | ANALOG DEVICES INC | $64.03万 | 0.05% | 1,612 | -122 | -7.0% | -$4.85万 | 减仓 |
| APH | AMPHENOL CORP | $64.50万 | 0.05% | 3,658 | 123 | 3.5% | $2.17万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $65.30万 | 0.05% | 7,077 | 160 | 2.3% | $1.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.58万 | 0.05% | 5,621 | -539 | -8.8% | -$6.29万 | 减仓 |
| MCK | MCKESSON CORP | $67.63万 | 0.06% | 895 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $70.75万 | 0.06% | 2,057 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $71.05万 | 0.06% | 931 | 402 | 76.0% | $30.68万 | 加仓 |
| IWR | ISHARES TR | $71.26万 | 0.06% | 6,459 | 85 | 1.3% | $9,378 | 加仓 |
| SNDK | SANDISK CORP | $72.08万 | 0.06% | 317 | 317 | — | $72.08万 | 新建仓 |
| LOW | LOWES COS INC | $74.65万 | 0.06% | 3,386 | -132 | -3.8% | -$2.91万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $74.98万 | 0.06% | 767 | 91 | 13.5% | $8.90万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $75.50万 | 0.06% | 1,182 | -86 | -6.8% | -$5.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $75.88万 | 0.06% | 2,225 | 622 | 38.8% | $21.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $76.65万 | 0.06% | 2,266 | 549 | 32.0% | $18.57万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $77.83万 | 0.06% | 15,245 | 883 | 6.1% | $4.51万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $78.46万 | 0.07% | 1,565 | -244 | -13.5% | -$12.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $78.92万 | 0.07% | 13,222 | 13,222 | — | $78.92万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.41万 | 0.07% | 1,663 | 1,663 | — | $79.41万 | 新建仓 |
| PEP | PEPSICO INC | $83.73万 | 0.07% | 6,184 | -908 | -12.8% | -$12.29万 | 减仓 |
| NFLX | NETFLIX INC. | $84.19万 | 0.07% | 11,791 | 322 | 2.8% | $2.30万 | 加仓 |
| STT | STATE STR CORP | $84.87万 | 0.07% | 5,004 | 80 | 1.6% | $1.36万 | 加仓 |
| ECL | ECOLAB INC | $85.21万 | 0.07% | 3,059 | 18 | 0.6% | $5,014 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $85.93万 | 0.07% | 25,394 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $86.24万 | 0.07% | 2,739 | 231 | 9.2% | $7.27万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $87.79万 | 0.07% | 7,483 | -93 | -1.2% | -$1.09万 | 减仓 |
| C | CITIGROUP INC | $87.92万 | 0.07% | 6,282 | 191 | 3.1% | $2.67万 | 加仓 |
| IJR | ISHARES TR | $88.33万 | 0.07% | 5,956 | 72 | 1.2% | $1.07万 | 加仓 |
| ARKK | ARK ETF TR | $88.55万 | 0.07% | 10,956 | 100 | 0.9% | $8,082 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.22万 | 0.08% | 3,280 | 175 | 5.6% | $4.92万 | 加仓 |
| LIN | LINDE PLC | $93.17万 | 0.08% | 1,795 | 110 | 6.5% | $5.71万 | 加仓 |
| EFA | ISHARES TR | $99.14万 | 0.08% | 9,543 | 85 | 0.9% | $8,830 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.20万 | 0.08% | 5,984 | 106 | 1.8% | $1.76万 | 加仓 |
| PULS | PGIM ETF TR | $99.33万 | 0.08% | 20,046 | 224 | 1.1% | $1.11万 | 加仓 |