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 |
|---|---|---|---|---|---|---|---|---|
| BBIN | J P MORGAN EXCHANGE TRADED F | $76.55万 | 0.02% | 9,804 | 9,804 | — | $76.55万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $77.69万 | 0.02% | 392 | -398 | -50.4% | -$78.88万 | 减仓 |
| BRO | BROWN & BROWN INC | $77.78万 | 0.02% | 12,124 | 12,124 | — | $77.78万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $78.65万 | 0.02% | 12,904 | -3,267 | -20.2% | -$19.91万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $78.98万 | 0.02% | 4,738 | 4,738 | — | $78.98万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $80.26万 | 0.02% | 24,167 | -102,378 | -80.9% | -$340.00万 | 减仓 |
| DE | DEERE & CO | $81.70万 | 0.02% | 1,288 | 64 | 5.2% | $4.06万 | 加仓 |
| VEEV | VEEVA SYS INC | $82.12万 | 0.02% | 4,627 | 2,190 | 89.9% | $38.87万 | 加仓 |
| TJX | TJX COS INC NEW | $83.03万 | 0.02% | 5,480 | 709 | 14.9% | $10.74万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $84.02万 | 0.02% | 4,853 | 95 | 2.0% | $1.64万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $84.12万 | 0.02% | 6,927 | 2,474 | 55.6% | $30.04万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $84.28万 | 0.02% | 16,245 | 16,245 | — | $84.28万 | 新建仓 |
| EFG | ISHARES TR | $86.04万 | 0.02% | 6,914 | -17 | -0.2% | -$2,115 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $86.64万 | 0.02% | 2,475 | 292 | 13.4% | $10.22万 | 加仓 |
| EOG | EOG RES INC | $87.78万 | 0.02% | 6,766 | 2,187 | 47.8% | $28.37万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $90.61万 | 0.02% | 3,949 | 82 | 2.1% | $1.88万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $93.62万 | 0.02% | 5,213 | -18,954 | -78.4% | -$340.41万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $93.73万 | 0.02% | 24,614 | -22,270 | -47.5% | -$84.80万 | 减仓 |
| KVUE | KENVUE INC | $94.28万 | 0.02% | 49,335 | 1,821 | 3.8% | $3.48万 | 加仓 |
| CDE | COEUR MNG INC | $96.12万 | 0.02% | 58,897 | 58,897 | — | $96.12万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $96.41万 | 0.02% | 1,213 | 8 | 0.7% | $6,358 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $96.92万 | 0.02% | 5,175 | 5,175 | — | $96.92万 | 新建仓 |
| CRM | SALESFORCE INC | $97.05万 | 0.02% | 6,195 | 1,296 | 26.5% | $20.30万 | 加仓 |
| QUAL | ISHARES TR | $97.54万 | 0.02% | 4,445 | 1 | 0.0% | $219 | 加仓 |
| MET | METLIFE INC | $98.26万 | 0.02% | 11,613 | 807 | 7.5% | $6.83万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $99.11万 | 0.02% | 14,572 | -340 | -2.3% | -$2.31万 | 减仓 |
| SAP | SAP SE | $99.32万 | 0.02% | 6,445 | 2,405 | 59.5% | $37.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $99.55万 | 0.02% | 10,971 | 4,100 | 59.7% | $37.20万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $99.96万 | 0.02% | 47,932 | 47,932 | — | $99.96万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $101.61万 | 0.02% | 13,840 | 40 | 0.3% | $2,937 | 加仓 |
| IVE | ISHARES TR | $102.00万 | 0.02% | 4,492 | 299 | 7.1% | $6.79万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $102.58万 | 0.02% | 3,095 | 3,095 | — | $102.58万 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P | $103.49万 | 0.02% | 40,986 | -15,140 | -27.0% | -$38.23万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $104.52万 | 0.02% | 9,521 | -2,612 | -21.5% | -$28.67万 | 减仓 |
| SYK | STRYKER CORPORATION | $104.84万 | 0.02% | 3,330 | 303 | 10.0% | $9.54万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $104.86万 | 0.02% | 79,317 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $106.01万 | 0.02% | 13,606 | 2,252 | 19.8% | $17.55万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $106.80万 | 0.02% | 3,015 | 605 | 25.1% | $21.43万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $107.79万 | 0.02% | 28,875 | 6,200 | 27.3% | $23.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $107.96万 | 0.02% | 30,768 | -175 | -0.6% | -$6,141 | 减仓 |
| MGK | VANGUARD WORLD FD | $108.44万 | 0.02% | 12,335 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $110.45万 | 0.02% | 11,684 | 316 | 2.8% | $2.99万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $111.67万 | 0.03% | 14,692 | 14,692 | — | $111.67万 | 新建仓 |
| PWR | QUANTA SVCS INC | $114.77万 | 0.03% | 1,594 | 834 | 109.7% | $60.05万 | 加仓 |
| CSX | CSX CORP | $115.20万 | 0.03% | 24,237 | 736 | 3.1% | $3.50万 | 加仓 |
| PAAA | PGIM ETF TR | $115.28万 | 0.03% | 22,485 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $115.59万 | 0.03% | 13,493 | 9 | 0.1% | $771 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $118.31万 | 0.03% | 25,085 | 7,869 | 45.7% | $37.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $118.47万 | 0.03% | 3,977 | 711 | 21.8% | $21.18万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $120.20万 | 0.03% | 71,975 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $120.30万 | 0.03% | 27,885 | 13,020 | 87.6% | $56.17万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $120.91万 | 0.03% | 32,821 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $121.26万 | 0.03% | 4,646 | -18,069 | -79.5% | -$471.60万 | 减仓 |
| MGV | VANGUARD WORLD FD | $124.12万 | 0.03% | 7,594 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $125.34万 | 0.03% | 15,167 | -5,346 | -26.1% | -$44.18万 | 减仓 |
| FN | FABRINET | $126.02万 | 0.03% | 2,242 | 2,242 | — | $126.02万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $126.27万 | 0.03% | 37,929 | -5,309 | -12.3% | -$17.67万 | 减仓 |
| XBI | SPDR SERIES TRUST | $126.44万 | 0.03% | 7,990 | 7,990 | — | $126.44万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $128.63万 | 0.03% | 1,779 | 379 | 27.1% | $27.40万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $129.73万 | 0.03% | 8,879 | 211 | 2.4% | $3.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $130.22万 | 0.03% | 6,491 | -496 | -7.1% | -$9.95万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $131.81万 | 0.03% | 2,523 | 2,523 | — | $131.81万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $132.86万 | 0.03% | 32,256 | -62,220 | -65.9% | -$256.28万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $132.94万 | 0.03% | 27,829 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $134.34万 | 0.03% | 9,768 | -1 | -0.0% | -$138 | 减仓 |
| AGG | ISHARES TR | $135.87万 | 0.03% | 13,727 | 262 | 1.9% | $2.59万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $136.35万 | 0.03% | 26,963 | -9,899 | -26.9% | -$50.06万 | 减仓 |
| NRG | NRG ENERGY INC | $136.49万 | 0.03% | 9,345 | 9,345 | — | $136.49万 | 新建仓 |
| ECL | ECOLAB INC | $136.81万 | 0.03% | 4,910 | 98 | 2.0% | $2.73万 | 加仓 |
| DHS | WISDOMTREE TR | $138.13万 | 0.03% | 12,150 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $138.93万 | 0.03% | 1,948 | 189 | 10.7% | $13.48万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $142.17万 | 0.03% | 12,610 | 10 | 0.1% | $1,127 | 加仓 |
| ANGX | ANGEL STUDIOS INC. | $142.94万 | 0.03% | 389,481 | 389,481 | — | $142.94万 | 新建仓 |
| GDX | VANECK ETF TRUST | $143.38万 | 0.03% | 19,002 | -4,128 | -17.8% | -$31.15万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $146.09万 | 0.03% | 27,643 | 10,457 | 60.8% | $55.27万 | 加仓 |
| TMUS | T-MOBILE US INC | $147.77万 | 0.03% | 8,810 | -348 | -3.8% | -$5.84万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $147.83万 | 0.03% | 19,372 | 76 | 0.4% | $5,800 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $149.21万 | 0.03% | 3,038 | 1,147 | 60.7% | $56.34万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $153.28万 | 0.03% | 28,374 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $154.39万 | 0.03% | 42,922 | -12,594 | -22.7% | -$45.30万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $154.55万 | 0.03% | 4,170 | 248 | 6.3% | $9.19万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $157.93万 | 0.04% | 113,047 | -4,500 | -3.8% | -$6.29万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $161.16万 | 0.04% | 19,506 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $161.59万 | 0.04% | 15,812 | -21,543 | -57.7% | -$220.15万 | 减仓 |
| CLS | CELESTICA INC | $162.37万 | 0.04% | 4,451 | 4,451 | — | $162.37万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $163.18万 | 0.04% | 6,570 | 6,570 | — | $163.18万 | 新建仓 |
| EZPW | EZCORP INC | $163.58万 | 0.04% | 47,318 | 47,318 | — | $163.58万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $163.84万 | 0.04% | 1,675 | 1,675 | — | $163.84万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $164.33万 | 0.04% | 104,534 | -4,071 | -3.7% | -$6.40万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $164.37万 | 0.04% | 30,948 | -665 | -2.1% | -$3.53万 | 减仓 |
| CME | CME GROUP INC | $164.67万 | 0.04% | 7,457 | 7,457 | — | $164.67万 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC | $168.65万 | 0.04% | 241,277 | -303 | -0.1% | -$2,118 | 减仓 |
| VTI | VANGUARD INDEX FDS | $170.63万 | 0.04% | 4,611 | 671 | 17.0% | $24.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $171.10万 | 0.04% | 56,711 | -31,498 | -35.7% | -$95.03万 | 减仓 |
| IYW | ISHARES TR | $172.53万 | 0.04% | 6,840 | -52 | -0.8% | -$1.31万 | 减仓 |
| ADBE | ADOBE INC | $172.93万 | 0.04% | 8,435 | -745 | -8.1% | -$15.27万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $179.84万 | 0.04% | 5,072 | -293 | -5.5% | -$10.39万 | 减仓 |
| IDT | IDT CORP | $181.97万 | 0.04% | 31,288 | 2,122 | 7.3% | $12.34万 | 加仓 |
| VGT | VANGUARD WORLD FD | $184.00万 | 0.04% | 15,395 | -53 | -0.3% | -$6,335 | 减仓 |
| MS | MORGAN STANLEY | $184.01万 | 0.04% | 8,802 | -19,871 | -69.3% | -$415.41万 | 减仓 |