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 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $472.93万 | 0.11% | 14,326 | 2,748 | 23.7% | $90.72万 | 加仓 |
| MMM | 3M CO | $474.67万 | 0.11% | 29,317 | 5,103 | 21.1% | $82.62万 | 加仓 |
| TGT | TARGET CORP | $484.16万 | 0.11% | 37,069 | 37,069 | — | $484.16万 | 新建仓 |
| MCO | MOODYS CORP | $487.98万 | 0.11% | 10,774 | 816 | 8.2% | $36.96万 | 加仓 |
| NVS | NOVARTIS AG | $492.04万 | 0.11% | 31,396 | 5,206 | 19.9% | $81.59万 | 加仓 |
| MDT | MEDTRONIC PLC | $498.07万 | 0.11% | 63,668 | 63,668 | — | $498.07万 | 新建仓 |
| TRP | TC ENERGY CORP | $509.87万 | 0.11% | 76,915 | -1,685 | -2.1% | -$11.17万 | 减仓 |
| F | FORD MTR CO | $519.04万 | 0.12% | 373,409 | 3,284 | 0.9% | $4.56万 | 加仓 |
| HPQ | HP INC | $521.02万 | 0.12% | 237,473 | 2,110 | 0.9% | $4.63万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $527.68万 | 0.12% | 217,421 | -11,296 | -4.9% | -$27.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $528.74万 | 0.12% | 9,102 | -1,218 | -11.8% | -$70.75万 | 减仓 |
| LOW | LOWES COS INC | $530.38万 | 0.12% | 24,054 | 171 | 0.7% | $3.77万 | 加仓 |
| KHC | KRAFT HEINZ CO | $542.96万 | 0.12% | 229,873 | 1,485 | 0.7% | $3.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $550.22万 | 0.12% | 93,290 | 75,677 | 429.7% | $446.34万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $552.94万 | 0.12% | 37,930 | 23,512 | 163.1% | $342.76万 | 加仓 |
| SLB | SLB LIMITED | $568.06万 | 0.13% | 122,189 | -23,101 | -15.9% | -$107.40万 | 减仓 |
| IHDG | WISDOMTREE TR | $569.64万 | 0.13% | 108,750 | 13,356 | 14.0% | $69.96万 | 加仓 |
| IVV | ISHARES TR | $571.29万 | 0.13% | 7,628 | -434 | -5.4% | -$32.50万 | 减仓 |
| KLAC | KLA CORP | $584.65万 | 0.13% | 19,378 | 19,378 | — | $584.65万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $586.51万 | 0.13% | 33,657 | -5,990 | -15.1% | -$104.38万 | 减仓 |
| NKE | NIKE INC | $607.50万 | 0.14% | 147,991 | -33,231 | -18.3% | -$136.41万 | 减仓 |
| USB | US BANCORP | $610.92万 | 0.14% | 101,146 | 101,146 | — | $610.92万 | 新建仓 |
| ORCL | ORACLE CORP | $611.80万 | 0.14% | 41,747 | -21,609 | -34.1% | -$316.68万 | 减仓 |
| SHOP | SHOPIFY INC | $612.26万 | 0.14% | 53,622 | -19,144 | -26.3% | -$218.59万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $619.86万 | 0.14% | 67,179 | -2,390 | -3.4% | -$22.05万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $631.60万 | 0.14% | 88,645 | -1,233 | -1.4% | -$8.79万 | 减仓 |
| CTVA | CORTEVA INC | $636.84万 | 0.14% | 75,197 | 1,529 | 2.1% | $12.95万 | 加仓 |
| AZN | ASTRAZENECA PLC | $654.18万 | 0.15% | 34,739 | 79 | 0.2% | $1.49万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $664.85万 | 0.15% | 52,018 | 1,315 | 2.6% | $16.81万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $669.39万 | 0.15% | 178,028 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $675.41万 | 0.15% | 44,382 | -16,237 | -26.8% | -$247.09万 | 减仓 |
| TTE | TOTALENERGIES SE | $675.42万 | 0.15% | 86,860 | 493 | 0.6% | $3.83万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $705.61万 | 0.16% | 161,245 | -814 | -0.5% | -$3.56万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $716.11万 | 0.16% | 75,309 | 761 | 1.0% | $7.24万 | 加仓 |
| PULS | PGIM ETF TR | $731.79万 | 0.16% | 147,687 | 52,179 | 54.6% | $258.55万 | 加仓 |
| IJR | ISHARES TR | $747.15万 | 0.17% | 50,377 | 2,701 | 5.7% | $40.06万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $758.94万 | 0.17% | 82,781 | 781 | 1.0% | $7.16万 | 加仓 |
| MELI | MERCADOLIBRE INC | $764.42万 | 0.17% | 4,503 | 2,059 | 84.2% | $349.53万 | 加仓 |
| GEV | GE VERNOVA INC | $775.53万 | 0.17% | 6,601 | 2,463 | 59.5% | $289.37万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $781.40万 | 0.18% | 34,891 | 24,230 | 227.3% | $542.64万 | 加仓 |
| IWM | ISHARES TR | $798.77万 | 0.18% | 26,585 | 12,712 | 91.6% | $381.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $811.64万 | 0.18% | 23,995 | 1,928 | 8.7% | $65.22万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $813.58万 | 0.18% | 93,687 | 87 | 0.1% | $7,555 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $819.88万 | 0.18% | 8,764 | -9,876 | -53.0% | -$923.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $834.23万 | 0.19% | 7,227 | -159 | -2.2% | -$18.35万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $852.25万 | 0.19% | 88,379 | 5,929 | 7.2% | $57.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $879.48万 | 0.20% | 17,123 | -4,377 | -20.4% | -$224.81万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $888.50万 | 0.20% | 8,785 | -18,570 | -67.9% | -$1,878.15万 | 减仓 |
| TXN | TEXAS INSTRS INC | $890.99万 | 0.20% | 29,892 | -1,275 | -4.1% | -$38.00万 | 减仓 |
| — | SIGHT SCIENCES INC | $910.06万 | 0.20% | 1,679,069 | 52 | 0.0% | $282 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $933.05万 | 0.21% | 10,874 | 10,552 | 3,277.0% | $905.42万 | 加仓 |
| ENB | ENBRIDGE INC | $972.88万 | 0.22% | 179,464 | -545 | -0.3% | -$2.95万 | 减仓 |
| BP | BP PLC | $976.46万 | 0.22% | 264,265 | 1,621 | 0.6% | $5.99万 | 加仓 |
| AMGN | AMGEN INC | $1,058.10万 | 0.24% | 29,219 | 7,119 | 32.2% | $257.80万 | 加仓 |
| IEMG | ISHARES INC | $1,073.74万 | 0.24% | 129,616 | 14,314 | 12.4% | $118.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,083.13万 | 0.24% | 125,740 | 87,640 | 230.0% | $754.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,100.20万 | 0.25% | 27,665 | 15,543 | 128.2% | $618.13万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,110.27万 | 0.25% | 117,962 | -1,445 | -1.2% | -$13.60万 | 减仓 |
| INTC | INTEL CORP | $1,114.61万 | 0.25% | 79,826 | 9,312 | 13.2% | $130.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,124.13万 | 0.25% | 76,659 | 22,570 | 41.7% | $330.97万 | 加仓 |
| PFE | PFIZER INC | $1,144.23万 | 0.26% | 475,179 | -451,033 | -48.7% | -$1,086.09万 | 减仓 |
| KO | COCA COLA CO | $1,200.18万 | 0.27% | 147,678 | 15,433 | 11.7% | $125.42万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,208.41万 | 0.27% | 29,074 | 5,004 | 20.8% | $207.98万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,211.76万 | 0.27% | 15,878 | 3,160 | 24.8% | $241.16万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1,259.53万 | 0.28% | 565,825 | -13,223 | -2.3% | -$29.43万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,335.31万 | 0.30% | 231,744 | 880 | 0.4% | $5.07万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,367.18万 | 0.31% | 36,427 | 36,427 | — | $1,367.18万 | 新建仓 |
| EWJ | ISHARES INC | $1,386.33万 | 0.31% | 148,635 | 21,662 | 17.1% | $202.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,418.00万 | 0.32% | 46,780 | 32,916 | 237.4% | $997.75万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,426.69万 | 0.32% | 49,096 | 21,513 | 78.0% | $625.15万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $1,441.88万 | 0.32% | 334,853 | 203,425 | 154.8% | $875.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,514.35万 | 0.34% | 69,487 | 1,099 | 1.6% | $23.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,527.16万 | 0.34% | 29,976 | -727 | -2.4% | -$37.04万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,530.44万 | 0.34% | 189,951 | 118,739 | 166.7% | $956.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,537.75万 | 0.35% | 30,731 | 10,606 | 52.7% | $530.71万 | 加仓 |
| T | AT&T INC | $1,543.97万 | 0.35% | 745,879 | -6,004 | -0.8% | -$12.43万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,549.07万 | 0.35% | 70,068 | 70,068 | — | $1,549.07万 | 新建仓 |
| NOW | SERVICENOW INC | $1,594.07万 | 0.36% | 160,563 | 22,893 | 16.6% | $227.28万 | 加仓 |
| PEP | PEPSICO INC | $1,596.82万 | 0.36% | 117,933 | -2,816 | -2.3% | -$38.13万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,609.83万 | 0.36% | 25,204 | -3,121 | -11.0% | -$199.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,611.36万 | 0.36% | 380,575 | -25,075 | -6.2% | -$106.17万 | 减仓 |
| APH | AMPHENOL CORP | $1,612.38万 | 0.36% | 91,446 | 28,911 | 46.2% | $509.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,659.37万 | 0.37% | 97,679 | 83,471 | 587.5% | $1,418.01万 | 加仓 |
| C | CITIGROUP INC | $1,674.27万 | 0.38% | 119,624 | -85,829 | -41.8% | -$1,201.27万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,698.09万 | 0.38% | 300,653 | -1,633 | -0.5% | -$9.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,738.40万 | 0.39% | 23,606 | 7,369 | 45.4% | $542.67万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,754.85万 | 0.40% | 78,376 | -74,845 | -48.8% | -$1,675.79万 | 减仓 |
| HD | HOME DEPOT INC | $1,802.04万 | 0.41% | 51,095 | -1,271 | -2.4% | -$44.83万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,834.27万 | 0.41% | 157,219 | 26,711 | 20.5% | $311.64万 | 加仓 |
| SHEL | SHELL PLC | $1,909.41万 | 0.43% | 246,248 | 541 | 0.2% | $4.19万 | 加仓 |
| CSCO | CISCO SYS INC | $1,916.84万 | 0.43% | 163,190 | -6,095 | -3.6% | -$71.59万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,932.98万 | 0.44% | 38,914 | 9,141 | 30.7% | $454.06万 | 加仓 |
| TRGP | TARGA RES CORP | $2,079.27万 | 0.47% | 77,544 | 615 | 0.8% | $16.49万 | 加仓 |
| SBR | SABINE RTY TR | $2,164.93万 | 0.49% | 295,755 | 17,474 | 6.3% | $127.91万 | 加仓 |
| LIN | LINDE PLC | $2,205.14万 | 0.50% | 42,493 | 14,474 | 51.7% | $751.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,341.10万 | 0.53% | 49,021 | 3,743 | 8.3% | $178.75万 | 加仓 |
| MCD | MCDONALDS CORP | $2,364.79万 | 0.53% | 87,484 | 5,048 | 6.1% | $136.45万 | 加仓 |
| ASML | ASML HLDG NV | $2,395.09万 | 0.54% | 12,039 | -46 | -0.4% | -$9.15万 | 减仓 |
| OKE | ONEOK INC NEW | $2,410.53万 | 0.54% | 277,263 | -7,564 | -2.7% | -$65.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,654.54万 | 0.60% | 90,543 | 54 | 0.1% | $1.58万 | 加仓 |