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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.10万 | 0.01% | 1,124 | 1,124 | — | $28.10万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $28.05万 | 0.01% | 1,525 | 1,525 | — | $28.05万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.81万 | 0.01% | 6,110 | -14 | -0.2% | -$637 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $27.75万 | 0.01% | 4,551 | 4,551 | — | $27.75万 | 新建仓 |
| FTNT | FORTINET INC | $27.68万 | 0.01% | 1,802 | 1,802 | — | $27.68万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $27.63万 | 0.01% | 3,581 | 3,581 | — | $27.63万 | 新建仓 |
| FLR | FLUOR CORP | $27.41万 | 0.01% | 5,232 | -55 | -1.0% | -$2,881 | 减仓 |
| VIS | VANGUARD WORLD FD | $27.06万 | 0.01% | 751 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $27.06万 | 0.01% | 931 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $27.04万 | 0.01% | 11,869 | -4,082 | -25.6% | -$9.30万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $26.97万 | 0.01% | 8,672 | 32 | 0.4% | $995 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $26.95万 | 0.01% | 30,799 | 799 | 2.7% | $6,991 | 加仓 |
| STM | STMICROELECTRONICS N V | $26.89万 | 0.01% | 3,590 | 3,590 | — | $26.89万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $26.86万 | 0.01% | 1,594 | 1,594 | — | $26.86万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $26.61万 | 0.01% | 9,372 | 24 | 0.3% | $681 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $26.53万 | 0.01% | 5,309 | 5,309 | — | $26.53万 | 新建仓 |
| SHYG | ISHARES TR | $26.43万 | 0.01% | 6,233 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $26.30万 | 0.01% | 1,608 | 1,608 | — | $26.30万 | 新建仓 |
| MUSA | MURPHY USA INC | $26.30万 | 0.01% | 488 | 13 | 2.7% | $7,005 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $26.14万 | 0.01% | 3,003 | 3,003 | — | $26.14万 | 新建仓 |
| EME | EMCOR GROUP INC | $26.06万 | 0.01% | 314 | 314 | — | $26.06万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $25.74万 | 0.01% | 486 | 49 | 11.2% | $2.59万 | 加仓 |
| EIX | EDISON INTL | $25.71万 | 0.01% | 3,454 | -445 | -11.4% | -$3.31万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $25.46万 | 0.01% | 1,648 | -273 | -14.2% | -$4.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.44万 | 0.01% | 3,640 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $25.38万 | 0.01% | 5,626 | -12,212 | -68.5% | -$55.10万 | 减仓 |
| USSG | DBX ETF TR | $25.20万 | 0.01% | 3,628 | 111 | 3.2% | $7,711 | 加仓 |
| NNN | NNN REIT INC | $24.88万 | 0.01% | 5,348 | 5,348 | — | $24.88万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $24.87万 | 0.01% | 10,130 | -4,482 | -30.7% | -$11.00万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.68万 | 0.01% | 5,470 | 5,470 | — | $24.68万 | 新建仓 |
| IONQ | IONQ INC | $24.57万 | 0.01% | 4,614 | 4,614 | — | $24.57万 | 新建仓 |
| VRSN | VERISIGN INC | $24.50万 | 0.01% | 974 | 974 | — | $24.50万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $24.45万 | 0.01% | 3,819 | 3,819 | — | $24.45万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $24.44万 | 0.01% | 2,125 | 2,125 | — | $24.44万 | 新建仓 |
| POOL | POOL CORP | $24.41万 | 0.01% | 1,136 | 1,136 | — | $24.41万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $24.38万 | 0.01% | 3,670 | 3,670 | — | $24.38万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $24.35万 | 0.01% | 5,784 | -2,938 | -33.7% | -$12.37万 | 重新持有 |
| SSD | SIMPSON MFG INC | $24.26万 | 0.01% | 1,159 | 1,159 | — | $24.26万 | 新建仓 |
| SUI | SUN CMNTYS INC | $24.22万 | 0.01% | 2,020 | 0 | 0.0% | — | 重新持有 |
| BURL | BURLINGTON STORES INC | $24.20万 | 0.01% | 764 | 764 | — | $24.20万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $24.09万 | 0.01% | 39,751 | 4,510 | 12.8% | $2.73万 | 加仓 |
| TWFG | TWFG INC | $24.05万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.02万 | 0.01% | 669 | 669 | — | $24.02万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $23.93万 | 0.01% | 895 | 895 | — | $23.93万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.72万 | 0.01% | 1,927 | -696 | -26.5% | -$8.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.66万 | 0.01% | 6,442 | -30,062 | -82.4% | -$110.40万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $23.61万 | 0.01% | 4,082 | 4,082 | — | $23.61万 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $23.43万 | 0.01% | 8,568 | 8,568 | — | $23.43万 | 新建仓 |
| — | EA SERIES TRUST | $23.43万 | 0.01% | 6,040 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $23.41万 | 0.01% | 600 | 600 | — | $23.41万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.36万 | 0.01% | 604 | -300 | -33.2% | -$11.60万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $23.19万 | 0.01% | 21,336 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $23.07万 | 0.01% | 12,945 | -25,422 | -66.3% | -$45.30万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $22.97万 | 0.01% | 3,021 | -165 | -5.2% | -$1.25万 | 减仓 |
| NVT | NVENT ELEC PLC | $22.88万 | 0.01% | 1,349 | 1,349 | — | $22.88万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $22.70万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $22.61万 | 0.01% | 2,097 | 2,097 | — | $22.61万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $22.61万 | 0.01% | 8,949 | 8,949 | — | $22.61万 | 新建仓 |
| EQIX | EQUINIX INC | $22.52万 | 0.01% | 216 | 216 | — | $22.52万 | 新建仓 |
| — | KRANESHARES TRUST | $22.42万 | 0.01% | 4,272 | 4,272 | — | $22.42万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $22.09万 | 0.00% | 1,011 | -594 | -37.0% | -$12.98万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $22.02万 | 0.00% | 1,990 | 1,990 | — | $22.02万 | 新建仓 |
| EEMA | ISHARES INC | $21.89万 | 0.00% | 1,872 | 1,872 | — | $21.89万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.82万 | 0.00% | 1,724 | 154 | 9.8% | $1.95万 | 加仓 |
| EWC | ISHARES INC | $21.76万 | 0.00% | 3,776 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $21.69万 | 0.00% | 833 | 833 | — | $21.69万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $21.67万 | 0.00% | 286 | 286 | — | $21.67万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.54万 | 0.00% | 2,119 | -750 | -26.1% | -$7.62万 | 重新持有 |
| KB | KB FINL GROUP INC | $21.53万 | 0.00% | 2,051 | -372 | -15.4% | -$3.90万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $21.47万 | 0.00% | 3,809 | 3,809 | — | $21.47万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.40万 | 0.00% | 957 | 957 | — | $21.40万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.38万 | 0.00% | 6,316 | -670 | -9.6% | -$2.27万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $21.31万 | 0.00% | 1,473 | 1,473 | — | $21.31万 | 新建仓 |
| WELL | WELLTOWER INC | $21.13万 | 0.00% | 931 | 931 | — | $21.13万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $21.09万 | 0.00% | 1,483 | 1,483 | — | $21.09万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $21.01万 | 0.00% | 8,233 | -7,302 | -47.0% | -$18.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.92万 | 0.00% | 6,594 | -109,580 | -94.3% | -$347.64万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $20.68万 | 0.00% | 8,540 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $20.50万 | 0.00% | 2,263 | 2,263 | — | $20.50万 | 新建仓 |
| ICVT | ISHARES TR | $20.28万 | 0.00% | 1,666 | 1,666 | — | $20.28万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $20.15万 | 0.00% | 2,248 | -294 | -11.6% | -$2.64万 | 减仓 |
| GM | GENERAL MTRS CO | $20.08万 | 0.00% | 2,605 | 2,605 | — | $20.08万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $20.00万 | 0.00% | 4,364 | 4,364 | — | $20.00万 | 新建仓 |
| — | LEGGETT & PLATT INC | $18.82万 | 0.00% | 16,071 | 72 | 0.5% | $843 | 加仓 |
| KTF | DWS MUN INCOME TR | $18.64万 | 0.00% | 20,265 | 20,265 | — | $18.64万 | 新建仓 |
| NEOG | NEOGEN CORP | $17.66万 | 0.00% | 19,646 | 19,646 | — | $17.66万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $17.61万 | 0.00% | 64,048 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $17.38万 | 0.00% | 11,907 | 11,907 | — | $17.38万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $17.09万 | 0.00% | 16,952 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $14.36万 | 0.00% | 43,793 | 0 | 0.0% | — | 不变 |
| — | INSTIL BIO INC | $12.44万 | 0.00% | 16,176 | 0 | 0.0% | — | 不变 |
| LUXE | LUXEXPERIENCE BV | $11.78万 | 0.00% | 15,852 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $11.44万 | 0.00% | 10,895 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $10.59万 | 0.00% | 10,021 | 10,021 | — | $10.59万 | 新建仓 |
| — | REIN THERAPEUTICS INC | $4.35万 | 0.00% | 41,840 | 14,538 | 53.2% | $1.51万 | 加仓 |
| — | LUCID DIAGNOSTICS INC | $2.83万 | 0.00% | 26,427 | 0 | 0.0% | — | 不变 |
| 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 |