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 |
|---|---|---|---|---|---|---|---|---|
| GMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -208,703 | -100.0% | -$856.94万 | 清仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -99,220 | -100.0% | -$401.54万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -80,430 | -100.0% | -$283.16万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -21,583 | -100.0% | -$255.13万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -57,568 | -100.0% | -$232.23万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -7,038 | -100.0% | -$139.56万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -24,889 | -100.0% | -$100.78万 | 清仓 |
| — | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -28,713 | -100.0% | -$92.00万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -3,500 | -100.0% | -$77.72万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -14,675 | -100.0% | -$73.43万 | 清仓 |
| — | STELLAR BANCORP INC | $0 | 0.00% | 0 | -19,763 | -100.0% | -$72.35万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -3,913 | -100.0% | -$70.25万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -12,209 | -100.0% | -$65.21万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -28,449 | -100.0% | -$58.89万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -3,999 | -100.0% | -$54.87万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -4,924 | -100.0% | -$54.06万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -17,135 | -100.0% | -$44.38万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -24,985 | -100.0% | -$42.40万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -11,309 | -100.0% | -$41.85万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,136 | -100.0% | -$37.05万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -7,287 | -100.0% | -$34.55万 | 清仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,918 | -100.0% | -$32.03万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -871 | -100.0% | -$29.82万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -21,842 | -100.0% | -$29.51万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -11,003 | -100.0% | -$28.48万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -2,371 | -100.0% | -$28.15万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,195 | -100.0% | -$28.02万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,266 | -100.0% | -$27.73万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -786 | -100.0% | -$26.85万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -593 | -100.0% | -$26.35万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -338 | -100.0% | -$26.12万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -5,105 | -100.0% | -$25.22万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,017 | -100.0% | -$25.17万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,775 | -100.0% | -$24.96万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,186 | -100.0% | -$24.52万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,185 | -100.0% | -$23.81万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -3,669 | -100.0% | -$23.18万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,935 | -100.0% | -$22.53万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,792 | -100.0% | -$21.61万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,150 | -100.0% | -$21.46万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -6,017 | -100.0% | -$21.34万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -25,000 | -100.0% | -$21.25万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$21.06万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,226 | -100.0% | -$20.59万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,479 | -100.0% | -$20.32万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -1,063 | -100.0% | -$20.25万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -1,825 | -100.0% | -$20.06万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -21,259 | -100.0% | -$17.67万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -11,294 | -100.0% | -$16.83万 | 清仓 |
| — | LUCID DIAGNOSTICS INC | $2.83万 | 0.00% | 26,427 | 0 | 0.0% | — | 不变 |
| — | REIN THERAPEUTICS INC | $4.35万 | 0.00% | 41,840 | 14,538 | 53.2% | $1.51万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $10.59万 | 0.00% | 10,021 | 10,021 | — | $10.59万 | 新建仓 |
| FSK | FS KKR CAP CORP | $11.44万 | 0.00% | 10,895 | 0 | 0.0% | — | 不变 |
| LUXE | LUXEXPERIENCE BV | $11.78万 | 0.00% | 15,852 | 0 | 0.0% | — | 不变 |
| — | INSTIL BIO INC | $12.44万 | 0.00% | 16,176 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $14.36万 | 0.00% | 43,793 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $17.09万 | 0.00% | 16,952 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $17.38万 | 0.00% | 11,907 | 11,907 | — | $17.38万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $17.61万 | 0.00% | 64,048 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $17.66万 | 0.00% | 19,646 | 19,646 | — | $17.66万 | 新建仓 |
| KTF | DWS MUN INCOME TR | $18.64万 | 0.00% | 20,265 | 20,265 | — | $18.64万 | 新建仓 |
| — | LEGGETT & PLATT INC | $18.82万 | 0.00% | 16,071 | 72 | 0.5% | $843 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $20.00万 | 0.00% | 4,364 | 4,364 | — | $20.00万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.08万 | 0.00% | 2,605 | 2,605 | — | $20.08万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $20.15万 | 0.00% | 2,248 | -294 | -11.6% | -$2.64万 | 减仓 |
| ICVT | ISHARES TR | $20.28万 | 0.00% | 1,666 | 1,666 | — | $20.28万 | 新建仓 |
| IGV | ISHARES TR | $20.50万 | 0.00% | 2,263 | 2,263 | — | $20.50万 | 新建仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $20.68万 | 0.00% | 8,540 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.92万 | 0.00% | 6,594 | -109,580 | -94.3% | -$347.64万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $21.01万 | 0.00% | 8,233 | -7,302 | -47.0% | -$18.63万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $21.09万 | 0.00% | 1,483 | 1,483 | — | $21.09万 | 新建仓 |
| WELL | WELLTOWER INC | $21.13万 | 0.00% | 931 | 931 | — | $21.13万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.31万 | 0.00% | 1,473 | 1,473 | — | $21.31万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.38万 | 0.00% | 6,316 | -670 | -9.6% | -$2.27万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.40万 | 0.00% | 957 | 957 | — | $21.40万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.47万 | 0.00% | 3,809 | 3,809 | — | $21.47万 | 新建仓 |
| KB | KB FINL GROUP INC | $21.53万 | 0.00% | 2,051 | -372 | -15.4% | -$3.90万 | 减仓 |
| RKLB | ROCKET LAB CORP | $21.54万 | 0.00% | 2,119 | -750 | -26.1% | -$7.62万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $21.67万 | 0.00% | 286 | 286 | — | $21.67万 | 新建仓 |
| DDOG | DATADOG INC | $21.69万 | 0.00% | 833 | 833 | — | $21.69万 | 新建仓 |
| EWC | ISHARES INC | $21.76万 | 0.00% | 3,776 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.82万 | 0.00% | 1,724 | 154 | 9.8% | $1.95万 | 加仓 |
| EEMA | ISHARES INC | $21.89万 | 0.00% | 1,872 | 1,872 | — | $21.89万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.02万 | 0.00% | 1,990 | 1,990 | — | $22.02万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $22.09万 | 0.00% | 1,011 | -594 | -37.0% | -$12.98万 | 减仓 |
| — | KRANESHARES TRUST | $22.42万 | 0.01% | 4,272 | 4,272 | — | $22.42万 | 新建仓 |
| EQIX | EQUINIX INC | $22.52万 | 0.01% | 216 | 216 | — | $22.52万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $22.61万 | 0.01% | 8,949 | 8,949 | — | $22.61万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $22.61万 | 0.01% | 2,097 | 2,097 | — | $22.61万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $22.70万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $22.88万 | 0.01% | 1,349 | 1,349 | — | $22.88万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $22.97万 | 0.01% | 3,021 | -165 | -5.2% | -$1.25万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $23.07万 | 0.01% | 12,945 | -25,422 | -66.3% | -$45.30万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $23.19万 | 0.01% | 21,336 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.36万 | 0.01% | 604 | -300 | -33.2% | -$11.60万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $23.41万 | 0.01% | 600 | 600 | — | $23.41万 | 新建仓 |
| — | EA SERIES TRUST | $23.43万 | 0.01% | 6,040 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $23.43万 | 0.01% | 8,568 | 8,568 | — | $23.43万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.61万 | 0.01% | 4,082 | 4,082 | — | $23.61万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.66万 | 0.01% | 6,442 | -30,062 | -82.4% | -$110.40万 | 减仓 |