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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $41.77万 | 0.03% | 1,259 | -229 | -15.4% | -$7.60万 | 减仓 |
| HON | HONEYWELL INTL INC | $41.60万 | 0.03% | 1,858 | -1,911 | -50.7% | -$42.79万 | 减仓 |
| NOW | SERVICENOW INC | $41.38万 | 0.03% | 4,168 | 1,797 | 75.8% | $17.84万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $41.30万 | 0.03% | 1,868 | 1,868 | — | $41.30万 | 新建仓 |
| CDE | COEUR MNG INC | $41.21万 | 0.03% | 25,251 | 25,251 | — | $41.21万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.15万 | 0.03% | 9,718 | 259 | 2.7% | $1.10万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.12万 | 0.03% | 1,670 | 23 | 1.4% | $5,663 | 加仓 |
| SO | SOUTHERN CO | $40.58万 | 0.03% | 4,240 | 278 | 7.0% | $2.66万 | 加仓 |
| MPC | MARATHON PETE CORP | $40.50万 | 0.03% | 1,584 | 37 | 2.4% | $9,460 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.43万 | 0.03% | 13,959 | 13,959 | — | $40.43万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $40.13万 | 0.03% | 3,176 | -34 | -1.1% | -$4,296 | 减仓 |
| MCO | MOODYS CORP | $39.73万 | 0.03% | 877 | -37 | -4.0% | -$1.68万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $39.50万 | 0.03% | 3,002 | -172 | -5.4% | -$2.26万 | 减仓 |
| VLO | VALERO ENERGY CORP | $39.43万 | 0.03% | 1,514 | 36 | 2.4% | $9,377 | 加仓 |
| APP | APPLOVIN CORP | $39.42万 | 0.03% | 765 | 47 | 6.5% | $2.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $38.20万 | 0.03% | 1,714 | -61 | -3.4% | -$1.36万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $38.17万 | 0.03% | 777 | 41 | 5.6% | $2.01万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $38.11万 | 0.03% | 5,282 | -369 | -6.5% | -$2.66万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $37.39万 | 0.03% | 2,201 | 239 | 12.2% | $4.06万 | 加仓 |
| DIS | DISNEY WALT CO | $37.21万 | 0.03% | 3,866 | 639 | 19.8% | $6.15万 | 加仓 |
| IRM | IRON MTN INC DEL | $36.89万 | 0.03% | 2,920 | -5 | -0.2% | -$632 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $36.19万 | 0.03% | 1,346 | 85 | 6.7% | $2.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $35.28万 | 0.03% | 4,903 | 443 | 9.9% | $3.19万 | 加仓 |
| GWW | WW GRAINGER INC | $35.18万 | 0.03% | 259 | 5 | 2.0% | $6,791 | 加仓 |
| SBUX | STARBUCKS CORP | $35.01万 | 0.03% | 3,426 | 348 | 11.3% | $3.56万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $34.99万 | 0.03% | 2,116 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $34.92万 | 0.03% | 2,967 | 16 | 0.5% | $1,883 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $34.79万 | 0.03% | 2,267 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.09万 | 0.03% | 1,575 | 421 | 36.5% | $9.11万 | 加仓 |
| RKLB | ROCKET LAB CORP | $33.66万 | 0.03% | 3,312 | 3,312 | — | $33.66万 | 新建仓 |
| PFE | PFIZER INC | $33.59万 | 0.03% | 13,950 | -1,896 | -12.0% | -$4.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $33.15万 | 0.03% | 3,615 | -217 | -5.7% | -$1.99万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $33.09万 | 0.03% | 2,659 | -2,682 | -50.2% | -$33.38万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $31.69万 | 0.03% | 855 | 31 | 3.8% | $1.15万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.60万 | 0.03% | 842 | 64 | 8.2% | $2.40万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $31.51万 | 0.03% | 9,856 | 611 | 6.6% | $1.95万 | 加仓 |
| GM | GENERAL MTRS CO | $31.15万 | 0.03% | 4,041 | 182 | 4.7% | $1.40万 | 加仓 |
| NYF | ISHARES TR | $30.86万 | 0.03% | 5,724 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.64万 | 0.03% | 2,847 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.40万 | 0.03% | 5,275 | -250 | -4.5% | -$1.44万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.05万 | 0.03% | 1,701 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $29.72万 | 0.02% | 3,998 | -1,177 | -22.7% | -$8.75万 | 减仓 |
| SFL | SFL CORPORATION LTD | $29.68万 | 0.02% | 29,100 | 16,453 | 130.1% | $16.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.07万 | 0.02% | 731 | -135 | -15.6% | -$5.37万 | 减仓 |
| QUAL | ISHARES TR | $28.94万 | 0.02% | 1,319 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $28.88万 | 0.02% | 2,981 | 2 | 0.1% | $194 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.84万 | 0.02% | 566 | -11 | -1.9% | -$5,605 | 减仓 |
| IJK | ISHARES TR | $28.80万 | 0.02% | 2,451 | 3 | 0.1% | $352 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.33万 | 0.02% | 556 | -11 | -1.9% | -$5,605 | 减仓 |
| WELL | WELLTOWER INC | $28.19万 | 0.02% | 1,242 | 114 | 10.1% | $2.59万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $27.75万 | 0.02% | 906 | 906 | — | $27.75万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $27.09万 | 0.02% | 9,745 | 9,745 | — | $27.09万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $26.80万 | 0.02% | 658 | 17 | 2.7% | $6,925 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $26.74万 | 0.02% | 810 | 20 | 2.5% | $6,603 | 加仓 |
| COHR | COHERENT CORP | $26.55万 | 0.02% | 673 | 673 | — | $26.55万 | 新建仓 |
| CBRE | CBRE GROUP INC | $26.05万 | 0.02% | 1,934 | -122 | -5.9% | -$1.64万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.05万 | 0.02% | 1,904 | 17 | 0.9% | $2,326 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.76万 | 0.02% | 3,512 | 3,512 | — | $25.76万 | 新建仓 |
| ICF | ISHARES TR | $25.70万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.42万 | 0.02% | 9,177 | 31 | 0.3% | $859 | 加仓 |
| OEF | ISHARES TR | $25.13万 | 0.02% | 687 | 2 | 0.3% | $732 | 加仓 |
| EQIX | EQUINIX INC | $25.02万 | 0.02% | 240 | 10 | 4.3% | $1.04万 | 加仓 |
| IJJ | ISHARES TR | $24.56万 | 0.02% | 1,663 | 6 | 0.4% | $886 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.39万 | 0.02% | 1,669 | 56 | 3.5% | $8,182 | 加仓 |
| PSX | PHILLIPS 66 | $24.22万 | 0.02% | 1,433 | 30 | 2.1% | $5,072 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $24.22万 | 0.02% | 1,039 | 1,039 | — | $24.22万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $24.20万 | 0.02% | 37,228 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $24.14万 | 0.02% | 721 | 721 | — | $24.14万 | 新建仓 |
| CRM | SALESFORCE INC | $24.11万 | 0.02% | 1,539 | -1,648 | -51.7% | -$25.82万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $23.73万 | 0.02% | 825 | -39 | -4.5% | -$1.12万 | 重新持有 |
| CVS | CVS HEALTH CORP | $23.52万 | 0.02% | 2,274 | 2,274 | — | $23.52万 | 新建仓 |
| FTNT | FORTINET INC | $23.29万 | 0.02% | 1,516 | 1,516 | — | $23.29万 | 新建仓 |
| ASML | ASML HLDG NV | $23.28万 | 0.02% | 117 | 117 | — | $23.28万 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $23.24万 | 0.02% | 56,544 | -60,355 | -51.6% | -$24.81万 | 减仓 |
| DOL | WISDOMTREE TR | $23.09万 | 0.02% | 3,105 | 1 | 0.0% | $74 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.01万 | 0.02% | 5,100 | 5,100 | — | $23.01万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $22.85万 | 0.02% | 3,634 | 3,634 | — | $22.85万 | 新建仓 |
| TMUS | T-MOBILE US INC | $22.66万 | 0.02% | 1,351 | -24 | -1.7% | -$4,026 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $22.62万 | 0.02% | 657 | 657 | — | $22.62万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $22.58万 | 0.02% | 4,979 | 31 | 0.6% | $1,406 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $22.49万 | 0.02% | 635 | -19 | -2.9% | -$6,731 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.44万 | 0.02% | 2,049 | -622 | -23.3% | -$6.81万 | 减仓 |
| IGSB | ISHARES TR | $22.43万 | 0.02% | 4,279 | 38 | 0.9% | $1,992 | 加仓 |
| EBAY | EBAY INC. | $22.36万 | 0.02% | 2,001 | 2,001 | — | $22.36万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.34万 | 0.02% | 899 | 62 | 7.4% | $1.54万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.14万 | 0.02% | 533 | -8 | -1.5% | -$3,322 | 减仓 |
| NULV | NUSHARES ETF TR | $22.04万 | 0.02% | 4,408 | -752 | -14.6% | -$3.76万 | 减仓 |
| USB | US BANCORP | $21.61万 | 0.02% | 3,578 | 3,578 | — | $21.61万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.12万 | 0.02% | 766 | -208 | -21.4% | -$5.73万 | 减仓 |
| MMM | 3M CO | $21.04万 | 0.02% | 1,300 | -1,142 | -46.8% | -$18.49万 | 减仓 |
| ET | ENERGY TRANSFER L P | $21.03万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $21.00万 | 0.02% | 825 | 825 | — | $21.00万 | 新建仓 |
| DOV | DOVER CORP | $20.93万 | 0.02% | 933 | 933 | — | $20.93万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.59万 | 0.02% | 2,981 | -1,000 | -25.1% | -$6.91万 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $20.56万 | 0.02% | 7,255 | -2,796 | -27.8% | -$7.92万 | 重新持有 |
| SYY | SYSCO CORP | $20.50万 | 0.02% | 2,453 | 2,453 | — | $20.50万 | 新建仓 |
| TRMB | TRIMBLE INC | $20.44万 | 0.02% | 3,994 | -133 | -3.2% | -$6,807 | 减仓 |
| SHLD | GLOBAL X FDS | $20.13万 | 0.02% | 3,372 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $17.28万 | 0.01% | 17,600 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $6.70万 | 0.01% | 17,000 | 5,000 | 41.7% | $1.97万 | 加仓 |