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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $834.23万 | 0.19% | 7,227 | -159 | -2.2% | -$18.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $819.88万 | 0.18% | 8,764 | -9,876 | -53.0% | -$923.91万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $813.58万 | 0.18% | 93,687 | 87 | 0.1% | $7,555 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $811.64万 | 0.18% | 23,995 | 1,928 | 8.7% | $65.22万 | 加仓 |
| IWM | ISHARES TR | $798.77万 | 0.18% | 26,585 | 12,712 | 91.6% | $381.94万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $781.40万 | 0.18% | 34,891 | 24,230 | 227.3% | $542.64万 | 加仓 |
| GEV | GE VERNOVA INC | $775.53万 | 0.17% | 6,601 | 2,463 | 59.5% | $289.37万 | 加仓 |
| MELI | MERCADOLIBRE INC | $764.42万 | 0.17% | 4,503 | 2,059 | 84.2% | $349.53万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $758.94万 | 0.17% | 82,781 | 781 | 1.0% | $7.16万 | 加仓 |
| IJR | ISHARES TR | $747.15万 | 0.17% | 50,377 | 2,701 | 5.7% | $40.06万 | 加仓 |
| PULS | PGIM ETF TR | $731.79万 | 0.16% | 147,687 | 52,179 | 54.6% | $258.55万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $716.11万 | 0.16% | 75,309 | 761 | 1.0% | $7.24万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $705.61万 | 0.16% | 161,245 | -814 | -0.5% | -$3.56万 | 减仓 |
| TTE | TOTALENERGIES SE | $675.42万 | 0.15% | 86,860 | 493 | 0.6% | $3.83万 | 加仓 |
| SDY | SPDR SERIES TRUST | $675.41万 | 0.15% | 44,382 | -16,237 | -26.8% | -$247.09万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $669.39万 | 0.15% | 178,028 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $664.85万 | 0.15% | 52,018 | 1,315 | 2.6% | $16.81万 | 加仓 |
| AZN | ASTRAZENECA PLC | $654.18万 | 0.15% | 34,739 | 79 | 0.2% | $1.49万 | 加仓 |
| CTVA | CORTEVA INC | $636.84万 | 0.14% | 75,197 | 1,529 | 2.1% | $12.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $631.60万 | 0.14% | 88,645 | -1,233 | -1.4% | -$8.79万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $619.86万 | 0.14% | 67,179 | -2,390 | -3.4% | -$22.05万 | 减仓 |
| SHOP | SHOPIFY INC | $612.26万 | 0.14% | 53,622 | -19,144 | -26.3% | -$218.59万 | 减仓 |
| ORCL | ORACLE CORP | $611.80万 | 0.14% | 41,747 | -21,609 | -34.1% | -$316.68万 | 减仓 |
| USB | US BANCORP | $610.92万 | 0.14% | 101,146 | 101,146 | — | $610.92万 | 新建仓 |
| NKE | NIKE INC | $607.50万 | 0.14% | 147,991 | -33,231 | -18.3% | -$136.41万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $586.51万 | 0.13% | 33,657 | -5,990 | -15.1% | -$104.38万 | 减仓 |
| KLAC | KLA CORP | $584.65万 | 0.13% | 19,378 | 19,378 | — | $584.65万 | 新建仓 |
| IVV | ISHARES TR | $571.29万 | 0.13% | 7,628 | -434 | -5.4% | -$32.50万 | 减仓 |
| IHDG | WISDOMTREE TR | $569.64万 | 0.13% | 108,750 | 13,356 | 14.0% | $69.96万 | 加仓 |
| SLB | SLB LIMITED | $568.06万 | 0.13% | 122,189 | -23,101 | -15.9% | -$107.40万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $552.94万 | 0.12% | 37,930 | 23,512 | 163.1% | $342.76万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $550.22万 | 0.12% | 93,290 | 75,677 | 429.7% | $446.34万 | 加仓 |
| KHC | KRAFT HEINZ CO | $542.96万 | 0.12% | 229,873 | 1,485 | 0.7% | $3.51万 | 加仓 |
| LOW | LOWES COS INC | $530.38万 | 0.12% | 24,054 | 171 | 0.7% | $3.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $528.74万 | 0.12% | 9,102 | -1,218 | -11.8% | -$70.75万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $527.68万 | 0.12% | 217,421 | -11,296 | -4.9% | -$27.42万 | 减仓 |
| HPQ | HP INC | $521.02万 | 0.12% | 237,473 | 2,110 | 0.9% | $4.63万 | 加仓 |
| F | FORD MTR CO | $519.04万 | 0.12% | 373,409 | 3,284 | 0.9% | $4.56万 | 加仓 |
| TRP | TC ENERGY CORP | $509.87万 | 0.11% | 76,915 | -1,685 | -2.1% | -$11.17万 | 减仓 |
| MDT | MEDTRONIC PLC | $498.07万 | 0.11% | 63,668 | 63,668 | — | $498.07万 | 新建仓 |
| NVS | NOVARTIS AG | $492.04万 | 0.11% | 31,396 | 5,206 | 19.9% | $81.59万 | 加仓 |
| MCO | MOODYS CORP | $487.98万 | 0.11% | 10,774 | 816 | 8.2% | $36.96万 | 加仓 |
| TGT | TARGET CORP | $484.16万 | 0.11% | 37,069 | 37,069 | — | $484.16万 | 新建仓 |
| MMM | 3M CO | $474.67万 | 0.11% | 29,317 | 5,103 | 21.1% | $82.62万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $472.93万 | 0.11% | 14,326 | 2,748 | 23.7% | $90.72万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $469.10万 | 0.11% | 13,624 | 4,209 | 44.7% | $144.92万 | 加仓 |
| NVO | NOVO-NORDISK A S | $463.85万 | 0.10% | 96,757 | 11,520 | 13.5% | $55.23万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $458.10万 | 0.10% | 248,834 | -1,152 | -0.5% | -$2.12万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $449.08万 | 0.10% | 77,161 | 77,161 | — | $449.08万 | 新建仓 |
| IWB | ISHARES TR | $448.85万 | 0.10% | 10,961 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $446.11万 | 0.10% | 10,295 | -3,865 | -27.3% | -$167.48万 | 减仓 |
| DIS | DISNEY WALT CO | $441.57万 | 0.10% | 45,876 | 28,026 | 157.0% | $269.76万 | 加仓 |
| AMLP | ALPS ETF TR | $432.99万 | 0.10% | 83,507 | 3,681 | 4.6% | $19.09万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $430.32万 | 0.10% | 106,806 | 106,806 | — | $430.32万 | 新建仓 |
| IUSG | ISHARES TR | $429.97万 | 0.10% | 22,860 | -48 | -0.2% | -$9,028 | 减仓 |
| SGOV | ISHARES TR | $423.64万 | 0.10% | 42,082 | 1,251 | 3.1% | $12.59万 | 加仓 |
| PSX | PHILLIPS 66 | $421.97万 | 0.10% | 24,961 | -386 | -1.5% | -$6.53万 | 减仓 |
| BE | BLOOM ENERGY CORP | $418.85万 | 0.09% | 13,837 | 13,837 | — | $418.85万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $417.54万 | 0.09% | 10,252 | 262 | 2.6% | $10.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $413.74万 | 0.09% | 38,487 | 13,588 | 54.6% | $146.07万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $397.07万 | 0.09% | 262,611 | 5,427 | 2.1% | $8.21万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $392.32万 | 0.09% | 23,294 | 28 | 0.1% | $4,716 | 加仓 |
| UNP | UNION PAC CORP | $390.95万 | 0.09% | 14,373 | -1,994 | -12.2% | -$54.24万 | 减仓 |
| VNOM | VIPER ENERGY INC | $390.65万 | 0.09% | 92,134 | 6,688 | 7.8% | $28.36万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $388.35万 | 0.09% | 93,760 | -63,883 | -40.5% | -$264.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $385.88万 | 0.09% | 37,117 | -4,323 | -10.4% | -$44.94万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $384.91万 | 0.09% | 53,341 | -11,168 | -17.3% | -$80.59万 | 减仓 |
| IBTG | ISHARES TR | $383.69万 | 0.09% | 167,624 | -11,174 | -6.2% | -$25.58万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $375.28万 | 0.08% | 13,408 | -311 | -2.3% | -$8.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.08% | 5 | 2 | 66.7% | $149.77万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $373.99万 | 0.08% | 157,735 | 3,685 | 2.4% | $8.74万 | 加仓 |
| MSCI | MSCI INC | $368.46万 | 0.08% | 6,579 | -4,340 | -39.7% | -$243.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $361.78万 | 0.08% | 41,219 | 12,208 | 42.1% | $107.15万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $356.36万 | 0.08% | 20,273 | 12,444 | 158.9% | $218.74万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $356.11万 | 0.08% | 81,884 | -26,438 | -24.4% | -$114.98万 | 减仓 |
| CCJ | CAMECO CORP | $336.71万 | 0.08% | 33,056 | 33,056 | — | $336.71万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $335.63万 | 0.08% | 24,744 | -49,086 | -66.5% | -$665.80万 | 减仓 |
| GLD | SPDR GOLD TR | $333.05万 | 0.08% | 9,041 | 596 | 7.1% | $21.96万 | 加仓 |
| NFLX | NETFLIX INC. | $326.94万 | 0.07% | 45,790 | 9,045 | 24.6% | $64.58万 | 加仓 |
| NEM | NEWMONT CORP | $325.00万 | 0.07% | 34,797 | 5,511 | 18.8% | $51.47万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $320.71万 | 0.07% | 36,494 | -9,397 | -20.5% | -$82.58万 | 减仓 |
| IWR | ISHARES TR | $315.54万 | 0.07% | 28,601 | 7,841 | 37.8% | $86.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $309.55万 | 0.07% | 69,781 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $309.14万 | 0.07% | 3,215 | 206 | 6.8% | $19.81万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $307.77万 | 0.07% | 9,192 | 5,515 | 150.0% | $184.65万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $303.71万 | 0.07% | 67,456 | -32,426 | -32.5% | -$145.99万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $302.33万 | 0.07% | 11,245 | 11,245 | — | $302.33万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $299.88万 | 0.07% | 29,600 | 29,600 | — | $299.88万 | 新建仓 |
| RIO | RIO TINTO PLC | $295.38万 | 0.07% | 31,116 | 11,039 | 55.0% | $104.79万 | 加仓 |
| MUB | ISHARES TR | $292.32万 | 0.07% | 27,162 | 799 | 3.0% | $8.60万 | 加仓 |
| OGS | ONE GAS INC | $291.33万 | 0.07% | 37,801 | -459 | -1.2% | -$3.54万 | 减仓 |
| WM | WASTE MGMT INC DEL | $287.51万 | 0.06% | 12,899 | 9,078 | 237.6% | $202.34万 | 加仓 |
| COHR | COHERENT CORP | $286.86万 | 0.06% | 7,272 | 7,272 | — | $286.86万 | 新建仓 |
| DHR | DANAHER CORP DEL | $286.48万 | 0.06% | 15,040 | 1,203 | 8.7% | $22.91万 | 加仓 |
| ABNB | AIRBNB INC | $284.10万 | 0.06% | 19,853 | -11,394 | -36.5% | -$163.05万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $274.91万 | 0.06% | 20,406 | 20,406 | — | $274.91万 | 新建仓 |
| BAC | BANK OF AMER CORP | $274.90万 | 0.06% | 48,245 | -4,134 | -7.9% | -$23.56万 | 减仓 |
| AON | AON PLC | $270.63万 | 0.06% | 8,159 | 675 | 9.0% | $22.39万 | 加仓 |
| MFC | MANULIFE FINL CORP | $264.92万 | 0.06% | 65,395 | 5,475 | 9.1% | $22.18万 | 加仓 |
| — | EXXON MOBIL CORP | $264.46万 | 0.06% | 19,343 | -453,331 | -95.9% | -$6,197.94万 | 减仓 |