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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $115.20万 | 0.03% | 24,237 | 736 | 3.1% | $3.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $114.77万 | 0.03% | 1,594 | 834 | 109.7% | $60.05万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $111.67万 | 0.03% | 14,692 | 14,692 | — | $111.67万 | 新建仓 |
| MBB | ISHARES TR | $110.45万 | 0.02% | 11,684 | 316 | 2.8% | $2.99万 | 加仓 |
| MGK | VANGUARD WORLD FD | $108.44万 | 0.02% | 12,335 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $107.96万 | 0.02% | 30,768 | -175 | -0.6% | -$6,141 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $107.79万 | 0.02% | 28,875 | 6,200 | 27.3% | $23.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $106.80万 | 0.02% | 3,015 | 605 | 25.1% | $21.43万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $106.01万 | 0.02% | 13,606 | 2,252 | 19.8% | $17.55万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $104.86万 | 0.02% | 79,317 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $104.84万 | 0.02% | 3,330 | 303 | 10.0% | $9.54万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $104.52万 | 0.02% | 9,521 | -2,612 | -21.5% | -$28.67万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $103.49万 | 0.02% | 40,986 | -15,140 | -27.0% | -$38.23万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $102.58万 | 0.02% | 3,095 | 3,095 | — | $102.58万 | 新建仓 |
| IVE | ISHARES TR | $102.00万 | 0.02% | 4,492 | 299 | 7.1% | $6.79万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $101.61万 | 0.02% | 13,840 | 40 | 0.3% | $2,937 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $99.96万 | 0.02% | 47,932 | 47,932 | — | $99.96万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $99.55万 | 0.02% | 10,971 | 4,100 | 59.7% | $37.20万 | 加仓 |
| SAP | SAP SE | $99.32万 | 0.02% | 6,445 | 2,405 | 59.5% | $37.06万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $99.11万 | 0.02% | 14,572 | -340 | -2.3% | -$2.31万 | 减仓 |
| MET | METLIFE INC | $98.26万 | 0.02% | 11,613 | 807 | 7.5% | $6.83万 | 加仓 |
| QUAL | ISHARES TR | $97.54万 | 0.02% | 4,445 | 1 | 0.0% | $219 | 加仓 |
| CRM | SALESFORCE INC | $97.05万 | 0.02% | 6,195 | 1,296 | 26.5% | $20.30万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $96.92万 | 0.02% | 5,175 | 5,175 | — | $96.92万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $96.41万 | 0.02% | 1,213 | 8 | 0.7% | $6,358 | 加仓 |
| CDE | COEUR MNG INC | $96.12万 | 0.02% | 58,897 | 58,897 | — | $96.12万 | 新建仓 |
| KVUE | KENVUE INC | $94.28万 | 0.02% | 49,335 | 1,821 | 3.8% | $3.48万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $93.73万 | 0.02% | 24,614 | -22,270 | -47.5% | -$84.80万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $93.62万 | 0.02% | 5,213 | -18,954 | -78.4% | -$340.41万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $90.61万 | 0.02% | 3,949 | 82 | 2.1% | $1.88万 | 加仓 |
| EOG | EOG RES INC | $87.78万 | 0.02% | 6,766 | 2,187 | 47.8% | $28.37万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $86.64万 | 0.02% | 2,475 | 292 | 13.4% | $10.22万 | 加仓 |
| EFG | ISHARES TR | $86.04万 | 0.02% | 6,914 | -17 | -0.2% | -$2,115 | 减仓 |
| MAIN | MAIN STR CAP CORP | $84.28万 | 0.02% | 16,245 | 16,245 | — | $84.28万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $84.12万 | 0.02% | 6,927 | 2,474 | 55.6% | $30.04万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $84.02万 | 0.02% | 4,853 | 95 | 2.0% | $1.64万 | 加仓 |
| TJX | TJX COS INC NEW | $83.03万 | 0.02% | 5,480 | 709 | 14.9% | $10.74万 | 加仓 |
| VEEV | VEEVA SYS INC | $82.12万 | 0.02% | 4,627 | 2,190 | 89.9% | $38.87万 | 加仓 |
| DE | DEERE & CO | $81.70万 | 0.02% | 1,288 | 64 | 5.2% | $4.06万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $80.26万 | 0.02% | 24,167 | -102,378 | -80.9% | -$340.00万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $78.98万 | 0.02% | 4,738 | 4,738 | — | $78.98万 | 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 |
| BRO | BROWN & BROWN INC | $77.78万 | 0.02% | 12,124 | 12,124 | — | $77.78万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $77.69万 | 0.02% | 392 | -398 | -50.4% | -$78.88万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $76.55万 | 0.02% | 9,804 | 9,804 | — | $76.55万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $76.33万 | 0.02% | 12,787 | 4,954 | 63.2% | $29.57万 | 加仓 |
| HEI/A | HEICO CORP NEW | $74.46万 | 0.02% | 2,887 | 2,887 | — | $74.46万 | 新建仓 |
| ROST | ROSS STORES INC | $74.11万 | 0.02% | 3,482 | 895 | 34.6% | $19.05万 | 加仓 |
| SNOW | SNOWFLAKE INC | $73.68万 | 0.02% | 2,895 | 351 | 13.8% | $8.93万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $73.62万 | 0.02% | 4,309 | 4,309 | — | $73.62万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $73.53万 | 0.02% | 24,151 | -68,028 | -73.8% | -$207.11万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $72.33万 | 0.02% | 119,161 | 119,161 | — | $72.33万 | 新建仓 |
| MPC | MARATHON PETE CORP | $71.11万 | 0.02% | 2,781 | 307 | 12.4% | $7.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.95万 | 0.02% | 20,507 | -11,773 | -36.5% | -$40.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $69.86万 | 0.02% | 20,357 | -19,621 | -49.1% | -$67.34万 | 减仓 |
| IYF | ISHARES TR | $69.58万 | 0.02% | 5,456 | 1,805 | 49.4% | $23.02万 | 加仓 |
| KEX | KIRBY CORP | $69.17万 | 0.02% | 5,087 | 35 | 0.7% | $4,759 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $69.00万 | 0.02% | 25,010 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $68.31万 | 0.02% | 603 | 26 | 4.5% | $2.95万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $65.87万 | 0.01% | 20,066 | -1,082 | -5.1% | -$3.55万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $65.86万 | 0.01% | 6,048 | 6,048 | — | $65.86万 | 新建仓 |
| EZU | ISHARES INC | $65.82万 | 0.01% | 9,470 | 2,824 | 42.5% | $19.63万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $65.81万 | 0.01% | 2,273 | 281 | 14.1% | $8.14万 | 加仓 |
| OEF | ISHARES TR | $64.80万 | 0.01% | 1,771 | 150 | 9.3% | $5.49万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $64.21万 | 0.01% | 24,156 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $64.14万 | 0.01% | 1,615 | 605 | 59.9% | $24.03万 | 加仓 |
| RBC | RBC BEARINGS INC | $63.70万 | 0.01% | 989 | 989 | — | $63.70万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $63.66万 | 0.01% | 8,541 | 904 | 11.8% | $6.74万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $63.01万 | 0.01% | 7,301 | 3,767 | 106.6% | $32.51万 | 加仓 |
| STT | STATE STR CORP | $62.92万 | 0.01% | 3,710 | 3,710 | — | $62.92万 | 新建仓 |
| ACWI | ISHARES TR | $62.52万 | 0.01% | 3,983 | -340 | -7.9% | -$5.34万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $62.45万 | 0.01% | 15,122 | 15,122 | — | $62.45万 | 新建仓 |
| DOV | DOVER CORP | $61.95万 | 0.01% | 2,762 | 2,762 | — | $61.95万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $60.85万 | 0.01% | 12,204 | 1,785 | 17.1% | $8.90万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $60.67万 | 0.01% | 2,243 | 442 | 24.5% | $11.96万 | 加仓 |
| SKM | SK TELECOM CO LTD | $60.32万 | 0.01% | 18,757 | 18,757 | — | $60.32万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $59.24万 | 0.01% | 4,126 | 7 | 0.2% | $1,005 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $58.61万 | 0.01% | 13,472 | -6,355 | -32.1% | -$27.65万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $58.31万 | 0.01% | 8,631 | -1 | -0.0% | -$68 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $58.10万 | 0.01% | 5,468 | 238 | 4.6% | $2.53万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $56.70万 | 0.01% | 4,765 | -3,650 | -43.4% | -$43.43万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $56.24万 | 0.01% | 10,223 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $55.89万 | 0.01% | 17,928 | -18,751 | -51.1% | -$58.46万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.84万 | 0.01% | 6,064 | 240 | 4.1% | $2.21万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.74万 | 0.01% | 7,747 | 2,614 | 50.9% | $18.81万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $54.74万 | 0.01% | 2,955 | -160 | -5.1% | -$2.96万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $54.52万 | 0.01% | 7,432 | 727 | 10.8% | $5.33万 | 加仓 |
| GLW | CORNING INC | $54.18万 | 0.01% | 2,121 | -1,730 | -44.9% | -$44.19万 | 减仓 |
| VFH | VANGUARD WORLD FD | $54.12万 | 0.01% | 4,112 | -154 | -3.6% | -$2.03万 | 减仓 |
| FTI | TECHNIPFMC PLC | $53.54万 | 0.01% | 8,076 | 3,564 | 79.0% | $23.63万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.95万 | 0.01% | 15,760 | -647 | -3.9% | -$2.17万 | 减仓 |
| VLO | VALERO ENERGY CORP | $52.90万 | 0.01% | 2,031 | 1,185 | 140.1% | $30.86万 | 加仓 |
| EFX | EQUIFAX INC | $52.76万 | 0.01% | 3,324 | 3,324 | — | $52.76万 | 新建仓 |
| — | EA SERIES TRUST | $52.58万 | 0.01% | 15,855 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $51.81万 | 0.01% | 6,956 | 6,956 | — | $51.81万 | 新建仓 |
| USIG | ISHARES TR | $51.81万 | 0.01% | 10,101 | -7,207 | -41.6% | -$36.96万 | 减仓 |
| VCR | VANGUARD WORLD FD | $51.57万 | 0.01% | 1,300 | -2 | -0.2% | -$793 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $50.86万 | 0.01% | 32,250 | 0 | 0.0% | — | 不变 |
| KINS | KINGSTONE COS INC | $50.66万 | 0.01% | 26,620 | 107 | 0.4% | $2,036 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $50.51万 | 0.01% | 2,834 | -1,241 | -30.5% | -$22.12万 | 减仓 |