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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $2,905.03万 | 0.65% | 160,578 | -4,591 | -2.8% | -$83.06万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,007.34万 | 0.68% | 378,711 | -1,810 | -0.5% | -$14.37万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,020.48万 | 0.68% | 127,651 | 11,571 | 10.0% | $273.79万 | 加仓 |
| IRM | IRON MTN INC DEL | $3,048.24万 | 0.69% | 241,330 | -2,844 | -1.2% | -$35.92万 | 减仓 |
| V | VISA INC | $3,053.13万 | 0.69% | 88,989 | -1,412 | -1.6% | -$48.44万 | 减仓 |
| GOOG | ALPHABET INC | $3,085.64万 | 0.70% | 87,330 | 3,034 | 3.6% | $107.20万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3,419.59万 | 0.77% | 1,069,624 | -30,509 | -2.8% | -$97.54万 | 减仓 |
| META | META PLATFORMS INC | $3,448.15万 | 0.78% | 61,214 | 9,707 | 18.8% | $546.79万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,494.60万 | 0.79% | 102,475 | 27,591 | 36.8% | $940.91万 | 加仓 |
| BA | BOEING CO | $3,559.63万 | 0.80% | 164,440 | 9,151 | 5.9% | $198.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,590.15万 | 0.81% | 482,937 | 31,511 | 7.0% | $234.25万 | 加仓 |
| MRK | MERCK & CO INC | $3,600.13万 | 0.81% | 280,165 | 14,134 | 5.3% | $181.62万 | 加仓 |
| RY | ROYAL BK CDA | $3,717.93万 | 0.84% | 179,636 | -409 | -0.2% | -$8.47万 | 减仓 |
| IEUR | ISHARES TR | $3,763.37万 | 0.85% | 500,648 | 97,422 | 24.2% | $732.32万 | 加仓 |
| RTX | RTX CORPORATION | $3,787.13万 | 0.85% | 199,606 | -1,732 | -0.9% | -$32.86万 | 减仓 |
| SNDK | SANDISK CORP | $3,814.18万 | 0.86% | 16,775 | -7,902 | -32.0% | -$1,796.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,050.14万 | 0.91% | 80,783 | -1,057 | -1.3% | -$52.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,158.74万 | 0.94% | 55,689 | 10,694 | 23.8% | $798.61万 | 加仓 |
| GE | GE AEROSPACE | $4,642.97万 | 1.05% | 124,233 | 38,934 | 45.6% | $1,455.08万 | 加仓 |
| MPLX | MPLX LP | $4,825.85万 | 1.09% | 856,711 | 91,244 | 11.9% | $513.98万 | 加仓 |
| CAT | CATERPILLAR INC | $4,920.50万 | 1.11% | 46,206 | 878 | 1.9% | $93.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,997.71万 | 1.13% | 177,721 | -1,062 | -0.6% | -$29.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,084.98万 | 1.15% | 74,037 | 1,709 | 2.4% | $117.38万 | 加仓 |
| IWD | ISHARES TR | $5,183.13万 | 1.17% | 213,798 | -270 | -0.1% | -$6.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,226.88万 | 1.18% | 315,327 | 37,232 | 13.4% | $617.16万 | 加仓 |
| LLY | ELI LILLY & CO | $5,576.87万 | 1.26% | 46,496 | 5,792 | 14.2% | $694.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,585.21万 | 1.26% | 219,916 | 6,550 | 3.1% | $166.35万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $5,988.96万 | 1.35% | 1,182,187 | 45,796 | 4.0% | $232.00万 | 加仓 |
| WMT | WALMART INC | $6,335.98万 | 1.43% | 559,418 | 46,990 | 9.2% | $532.21万 | 加仓 |
| ABBV | ABBVIE INC | $6,726.32万 | 1.52% | 267,299 | -1,344 | -0.5% | -$33.82万 | 减仓 |
| ET | ENERGY TRANSFER L P | $6,794.34万 | 1.53% | 3,553,524 | 320,599 | 9.9% | $612.99万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $7,061.61万 | 1.59% | 1,349,181 | 48,235 | 3.7% | $252.46万 | 加仓 |
| ETN | EATON CORP PLC | $7,387.78万 | 1.66% | 173,373 | 14,014 | 8.8% | $597.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,829.31万 | 1.76% | 239,187 | 15,822 | 7.1% | $517.90万 | 加仓 |
| SHY | ISHARES TR | $8,158.35万 | 1.84% | 993,588 | 38,905 | 4.1% | $319.45万 | 加仓 |
| SHV | ISHARES TR | $8,521.02万 | 1.92% | 772,181 | -12,412 | -1.6% | -$136.97万 | 减仓 |
| IWF | ISHARES TR | $8,660.18万 | 1.95% | 697,445 | -5,895 | -0.8% | -$73.20万 | 减仓 |
| AMZN | AMAZON COM INC | $8,838.86万 | 1.99% | 370,851 | 24,153 | 7.0% | $575.66万 | 加仓 |
| GOOGL | ALPHABET INC | $8,858.23万 | 2.00% | 247,872 | 22,719 | 10.1% | $811.91万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,914.51万 | 2.01% | 2,425,057 | 139,847 | 6.1% | $514.08万 | 加仓 |
| AVGO | BROADCOM INC | $9,812.65万 | 2.21% | 259,765 | 29,032 | 12.6% | $1,096.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,925.21万 | 2.24% | 496,037 | 36,585 | 8.0% | $732.03万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.34亿 | 3.02% | 3,471,601 | 986,016 | 39.7% | $3,804.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.97亿 | 4.43% | 527,809 | 12,629 | 2.5% | $471.09万 | 加仓 |
| AAPL | APPLE INC | $1.97亿 | 4.45% | 682,459 | 68,886 | 11.2% | $1,993.29万 | 加仓 |