Americana Partners, LLC
Houston TX · SEC CIK 0001797678
$38.51亿2026Q1 申报市值
510持仓数
25.8%前十大占比 · 第一大 5.0%
57 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SFLR 加仓+$7,879.65万
SHY 加仓+$7,812.84万
SHV 加仓+$4,119.01万
NEAR 加仓+$3,640.66万
VOO 加仓+$2,607.39万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$5,263.08万
BINC 减仓-$4,276.76万
USIG 减仓-$4,069.75万
IAPR 减仓-$3,910.15万
GPIX 减仓-$3,151.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MBC | MASTERBRAND INC | $17.67万 | 0.00% | 21,259 | 3,693 | 21.0% | $3.07万 | 加仓 |
| NWG | NATWEST GROUP PLC | $16.83万 | 0.00% | 11,294 | 41 | 0.4% | $611 | 加仓 |
| — | LEGGETT & PLATT INC | $15.81万 | 0.00% | 15,999 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $15.61万 | 0.00% | 35,241 | 23,253 | 194.0% | $10.30万 | 加仓 |
| — | INSTIL BIO INC | $13.33万 | 0.00% | 16,176 | 0 | 0.0% | — | 不变 |
| LUXE | LUXEXPERIENCE BV | $12.68万 | 0.00% | 15,852 | 596 | 3.9% | $4,768 | 加仓 |
| FSK | FS KKR CAP CORP | $11.09万 | 0.00% | 10,895 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $5.47万 | 0.00% | 43,793 | 0 | 0.0% | — | 不变 |
| — | REIN THERAPEUTICS INC | $3.55万 | 0.00% | 27,302 | 10,000 | 57.8% | $1.30万 | 加仓 |
| — | LUCID DIAGNOSTICS INC | $3.04万 | 0.00% | 26,427 | 0 | 0.0% | — | 不变 |
| TAFM | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -190,402 | -100.0% | -$484.00万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -10,631 | -100.0% | -$153.89万 | 清仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | -37,953 | -100.0% | -$86.68万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -12,536 | -100.0% | -$84.59万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,806 | -100.0% | -$60.65万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -6,225 | -100.0% | -$52.05万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -35,915 | -100.0% | -$48.74万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -4,376 | -100.0% | -$44.87万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,602 | -100.0% | -$43.88万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -3,141 | -100.0% | -$35.52万 | 清仓 |
| TRUT | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,378 | -100.0% | -$35.41万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USAC | USA COMPRESSION PARTNERS LP | $0 | 0.00% | 0 | -14,069 | -100.0% | -$32.36万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -892 | -100.0% | -$32.12万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -750 | -100.0% | -$31.48万 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -1,785 | -100.0% | -$24.80万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -681 | -100.0% | -$23.01万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,367 | -100.0% | -$22.40万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,157 | -100.0% | -$22.36万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -1,335 | -100.0% | -$22.21万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -932 | -100.0% | -$21.85万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -12,751 | -100.0% | -$13.95万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -55,000 | -100.0% | -$3.06万 | 清仓 |
| — | EXXON MOBIL CORP 看涨期权 | $0 | 0.00% | 0 | 0 | — | — | 清仓 |