Americana Partners, LLC
Houston TX · SEC CIK 0001797678
$44.39亿2026Q2 申报市值
596持仓数
26.2%前十大占比 · 第一大 4.4%
129 / 49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
SFLR 加仓+$3,804.05万
AAPL 加仓+$1,993.29万
HONA 新建仓+$1,549.07万
GE 加仓+$1,455.08万
ANET 加仓+$1,418.01万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$6,197.94万
GS 减仓-$1,878.15万
SNDK 减仓-$1,796.70万
HON 减仓-$1,675.79万
C 减仓-$1,201.27万
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 |
|---|---|---|---|---|---|---|---|---|
| ES | EVERSOURCE ENERGY | $36.02万 | 0.01% | 4,984 | 4,984 | — | $36.02万 | 新建仓 |
| FLEX | FLEX LTD | $36.08万 | 0.01% | 2,226 | 2,226 | — | $36.08万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $36.43万 | 0.01% | 9,766 | 9,766 | — | $36.43万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $36.50万 | 0.01% | 274 | -24 | -8.1% | -$3.20万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $37.22万 | 0.01% | 4,142 | 442 | 11.9% | $3.97万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $37.22万 | 0.01% | 10,861 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $37.35万 | 0.01% | 3,650 | 2 | 0.1% | $205 | 加仓 |
| DVYE | ISHARES INC | $37.73万 | 0.01% | 11,706 | 11,706 | — | $37.73万 | 新建仓 |
| IJH | ISHARES TR | $37.98万 | 0.01% | 4,925 | -1,615 | -24.7% | -$12.45万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.09万 | 0.01% | 11,298 | -125 | -1.1% | -$4,214 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $38.30万 | 0.01% | 7,143 | -926 | -11.5% | -$4.96万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $38.39万 | 0.01% | 9,096 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $38.40万 | 0.01% | 2,891 | 86 | 3.1% | $1.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.74万 | 0.01% | 12,410 | -1,374 | -10.0% | -$4.29万 | 减仓 |
| IQDF | FLEXSHARES TR | $39.00万 | 0.01% | 11,284 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $39.17万 | 0.01% | 5,471 | 2,048 | 59.8% | $14.66万 | 加仓 |
| CRH | CRH PLC | $39.87万 | 0.01% | 3,726 | 3,726 | — | $39.87万 | 新建仓 |
| CRWV | COREWEAVE INC | $40.63万 | 0.01% | 4,082 | 4,082 | — | $40.63万 | 新建仓 |
| TLT | ISHARES TR | $40.74万 | 0.01% | 4,714 | -1,604 | -25.4% | -$13.86万 | 减仓 |
| MOG/A | MOOG INC | $40.82万 | 0.01% | 963 | 963 | — | $40.82万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $41.15万 | 0.01% | 34,292 | 11,740 | 52.1% | $14.09万 | 加仓 |
| SN | SHARKNINJA INC | $41.25万 | 0.01% | 2,709 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $41.31万 | 0.01% | 3,856 | -1,662 | -30.1% | -$17.81万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $41.72万 | 0.01% | 6,814 | 713 | 11.7% | $4.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.98万 | 0.01% | 1,705 | 471 | 38.2% | $11.60万 | 加仓 |
| AAXJ | ISHARES TR | $42.15万 | 0.01% | 3,532 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $42.54万 | 0.01% | 3,822 | 12 | 0.3% | $1,336 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $43.20万 | 0.01% | 15,968 | 641 | 4.2% | $1.73万 | 加仓 |
| EMBJ | EMBRAER S.A. | $43.54万 | 0.01% | 6,825 | 6,825 | — | $43.54万 | 新建仓 |
| EFV | ISHARES TR | $43.99万 | 0.01% | 5,746 | -168 | -2.8% | -$1.29万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $44.15万 | 0.01% | 6,429 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $44.43万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $44.48万 | 0.01% | 3,998 | 3,998 | — | $44.48万 | 新建仓 |
| SNPS | SYNOPSYS INC | $45.68万 | 0.01% | 1,024 | -2,734 | -72.8% | -$121.96万 | 减仓 |
| TWLO | TWILIO INC | $46.14万 | 0.01% | 2,236 | 2,236 | — | $46.14万 | 新建仓 |
| EQT | EQT CORP | $46.23万 | 0.01% | 8,694 | -191 | -2.1% | -$1.02万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $46.35万 | 0.01% | 9,542 | 318 | 3.4% | $1.54万 | 加仓 |
| FDX | FEDEX CORP | $46.37万 | 0.01% | 1,480 | 286 | 24.0% | $8.96万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $46.59万 | 0.01% | 2,967 | -1,033 | -25.8% | -$16.22万 | 减仓 |
| COMP | COMPASS INC | $47.30万 | 0.01% | 38,360 | 2,906 | 8.2% | $3.58万 | 加仓 |
| BX | BLACKSTONE INC | $47.98万 | 0.01% | 4,077 | 739 | 22.1% | $8.70万 | 加仓 |
| VHT | VANGUARD WORLD FD | $49.31万 | 0.01% | 1,649 | -144 | -8.0% | -$4.31万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $50.08万 | 0.01% | 2,208 | 2,208 | — | $50.08万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $50.18万 | 0.01% | 1,817 | -451 | -19.9% | -$12.46万 | 减仓 |
| BIL | SPDR SERIES TRUST | $50.42万 | 0.01% | 5,502 | -13,634 | -71.2% | -$124.94万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $50.51万 | 0.01% | 2,834 | -1,241 | -30.5% | -$22.12万 | 减仓 |
| KINS | KINGSTONE COS INC | $50.66万 | 0.01% | 26,620 | 107 | 0.4% | $2,036 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $50.86万 | 0.01% | 32,250 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $51.57万 | 0.01% | 1,300 | -2 | -0.2% | -$793 | 减仓 |
| USIG | ISHARES TR | $51.81万 | 0.01% | 10,101 | -7,207 | -41.6% | -$36.96万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $51.81万 | 0.01% | 6,956 | 6,956 | — | $51.81万 | 新建仓 |
| — | EA SERIES TRUST | $52.58万 | 0.01% | 15,855 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $52.76万 | 0.01% | 3,324 | 3,324 | — | $52.76万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $52.90万 | 0.01% | 2,031 | 1,185 | 140.1% | $30.86万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.95万 | 0.01% | 15,760 | -647 | -3.9% | -$2.17万 | 减仓 |
| FTI | TECHNIPFMC PLC | $53.54万 | 0.01% | 8,076 | 3,564 | 79.0% | $23.63万 | 加仓 |
| VFH | VANGUARD WORLD FD | $54.12万 | 0.01% | 4,112 | -154 | -3.6% | -$2.03万 | 减仓 |
| GLW | CORNING INC | $54.18万 | 0.01% | 2,121 | -1,730 | -44.9% | -$44.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $54.52万 | 0.01% | 7,432 | 727 | 10.8% | $5.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $54.74万 | 0.01% | 2,955 | -160 | -5.1% | -$2.96万 | 减仓 |
| MO | ALTRIA GROUP INC | $55.74万 | 0.01% | 7,747 | 2,614 | 50.9% | $18.81万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.84万 | 0.01% | 6,064 | 240 | 4.1% | $2.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $55.89万 | 0.01% | 17,928 | -18,751 | -51.1% | -$58.46万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $56.24万 | 0.01% | 10,223 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $56.70万 | 0.01% | 4,765 | -3,650 | -43.4% | -$43.43万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $58.10万 | 0.01% | 5,468 | 238 | 4.6% | $2.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $58.31万 | 0.01% | 8,631 | -1 | -0.0% | -$68 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $58.61万 | 0.01% | 13,472 | -6,355 | -32.1% | -$27.65万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $59.24万 | 0.01% | 4,126 | 7 | 0.2% | $1,005 | 加仓 |
| SKM | SK TELECOM CO LTD | $60.32万 | 0.01% | 18,757 | 18,757 | — | $60.32万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $60.67万 | 0.01% | 2,243 | 442 | 24.5% | $11.96万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $60.85万 | 0.01% | 12,204 | 1,785 | 17.1% | $8.90万 | 加仓 |
| DOV | DOVER CORP | $61.95万 | 0.01% | 2,762 | 2,762 | — | $61.95万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $62.45万 | 0.01% | 15,122 | 15,122 | — | $62.45万 | 新建仓 |
| ACWI | ISHARES TR | $62.52万 | 0.01% | 3,983 | -340 | -7.9% | -$5.34万 | 减仓 |
| STT | STATE STR CORP | $62.92万 | 0.01% | 3,710 | 3,710 | — | $62.92万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $63.01万 | 0.01% | 7,301 | 3,767 | 106.6% | $32.51万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $63.66万 | 0.01% | 8,541 | 904 | 11.8% | $6.74万 | 加仓 |
| RBC | RBC BEARINGS INC | $63.70万 | 0.01% | 989 | 989 | — | $63.70万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $64.14万 | 0.01% | 1,615 | 605 | 59.9% | $24.03万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $64.21万 | 0.01% | 24,156 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $64.80万 | 0.01% | 1,771 | 150 | 9.3% | $5.49万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $65.81万 | 0.01% | 2,273 | 281 | 14.1% | $8.14万 | 加仓 |
| EZU | ISHARES INC | $65.82万 | 0.01% | 9,470 | 2,824 | 42.5% | $19.63万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $65.86万 | 0.01% | 6,048 | 6,048 | — | $65.86万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $65.87万 | 0.01% | 20,066 | -1,082 | -5.1% | -$3.55万 | 减仓 |
| URI | UNITED RENTALS INC | $68.31万 | 0.02% | 603 | 26 | 4.5% | $2.95万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $69.00万 | 0.02% | 25,010 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $69.17万 | 0.02% | 5,087 | 35 | 0.7% | $4,759 | 加仓 |
| IYF | ISHARES TR | $69.58万 | 0.02% | 5,456 | 1,805 | 49.4% | $23.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $69.86万 | 0.02% | 20,357 | -19,621 | -49.1% | -$67.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.95万 | 0.02% | 20,507 | -11,773 | -36.5% | -$40.73万 | 减仓 |
| MPC | MARATHON PETE CORP | $71.11万 | 0.02% | 2,781 | 307 | 12.4% | $7.85万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $72.33万 | 0.02% | 119,161 | 119,161 | — | $72.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $73.53万 | 0.02% | 24,151 | -68,028 | -73.8% | -$207.11万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $73.62万 | 0.02% | 4,309 | 4,309 | — | $73.62万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $73.68万 | 0.02% | 2,895 | 351 | 13.8% | $8.93万 | 加仓 |
| ROST | ROSS STORES INC | $74.11万 | 0.02% | 3,482 | 895 | 34.6% | $19.05万 | 加仓 |
| HEI/A | HEICO CORP NEW | $74.46万 | 0.02% | 2,887 | 2,887 | — | $74.46万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $76.33万 | 0.02% | 12,787 | 4,954 | 63.2% | $29.57万 | 加仓 |