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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.97亿 | 4.45% | 682,459 | 68,886 | 11.2% | $1,993.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.97亿 | 4.43% | 527,809 | 12,629 | 2.5% | $471.09万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.34亿 | 3.02% | 3,471,601 | 986,016 | 39.7% | $3,804.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,925.21万 | 2.24% | 496,037 | 36,585 | 8.0% | $732.03万 | 加仓 |
| AVGO | BROADCOM INC | $9,812.65万 | 2.21% | 259,765 | 29,032 | 12.6% | $1,096.69万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,914.51万 | 2.01% | 2,425,057 | 139,847 | 6.1% | $514.08万 | 加仓 |
| GOOGL | ALPHABET INC | $8,858.23万 | 2.00% | 247,872 | 22,719 | 10.1% | $811.91万 | 加仓 |
| AMZN | AMAZON COM INC | $8,838.86万 | 1.99% | 370,851 | 24,153 | 7.0% | $575.66万 | 加仓 |
| IWF | ISHARES TR | $8,660.18万 | 1.95% | 697,445 | -5,895 | -0.8% | -$73.20万 | 减仓 |
| SHV | ISHARES TR | $8,521.02万 | 1.92% | 772,181 | -12,412 | -1.6% | -$136.97万 | 减仓 |
| SHY | ISHARES TR | $8,158.35万 | 1.84% | 993,588 | 38,905 | 4.1% | $319.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,829.31万 | 1.76% | 239,187 | 15,822 | 7.1% | $517.90万 | 加仓 |
| ETN | EATON CORP PLC | $7,387.78万 | 1.66% | 173,373 | 14,014 | 8.8% | $597.17万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $7,061.61万 | 1.59% | 1,349,181 | 48,235 | 3.7% | $252.46万 | 加仓 |
| ET | ENERGY TRANSFER L P | $6,794.34万 | 1.53% | 3,553,524 | 320,599 | 9.9% | $612.99万 | 加仓 |
| ABBV | ABBVIE INC | $6,726.32万 | 1.52% | 267,299 | -1,344 | -0.5% | -$33.82万 | 减仓 |
| WMT | WALMART INC | $6,335.98万 | 1.43% | 559,418 | 46,990 | 9.2% | $532.21万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $5,988.96万 | 1.35% | 1,182,187 | 45,796 | 4.0% | $232.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,585.21万 | 1.26% | 219,916 | 6,550 | 3.1% | $166.35万 | 加仓 |
| LLY | ELI LILLY & CO | $5,576.87万 | 1.26% | 46,496 | 5,792 | 14.2% | $694.71万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5,226.88万 | 1.18% | 315,327 | 37,232 | 13.4% | $617.16万 | 加仓 |
| IWD | ISHARES TR | $5,183.13万 | 1.17% | 213,798 | -270 | -0.1% | -$6.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,084.98万 | 1.15% | 74,037 | 1,709 | 2.4% | $117.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,997.71万 | 1.13% | 177,721 | -1,062 | -0.6% | -$29.86万 | 减仓 |
| CAT | CATERPILLAR INC | $4,920.50万 | 1.11% | 46,206 | 878 | 1.9% | $93.50万 | 加仓 |
| MPLX | MPLX LP | $4,825.85万 | 1.09% | 856,711 | 91,244 | 11.9% | $513.98万 | 加仓 |
| GE | GE AEROSPACE | $4,642.97万 | 1.05% | 124,233 | 38,934 | 45.6% | $1,455.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,158.74万 | 0.94% | 55,689 | 10,694 | 23.8% | $798.61万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,050.14万 | 0.91% | 80,783 | -1,057 | -1.3% | -$52.99万 | 减仓 |
| SNDK | SANDISK CORP | $3,814.18万 | 0.86% | 16,775 | -7,902 | -32.0% | -$1,796.70万 | 减仓 |
| RTX | RTX CORPORATION | $3,787.13万 | 0.85% | 199,606 | -1,732 | -0.9% | -$32.86万 | 减仓 |
| IEUR | ISHARES TR | $3,763.37万 | 0.85% | 500,648 | 97,422 | 24.2% | $732.32万 | 加仓 |
| RY | ROYAL BK CDA | $3,717.93万 | 0.84% | 179,636 | -409 | -0.2% | -$8.47万 | 减仓 |
| MRK | MERCK & CO INC | $3,600.13万 | 0.81% | 280,165 | 14,134 | 5.3% | $181.62万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,590.15万 | 0.81% | 482,937 | 31,511 | 7.0% | $234.25万 | 加仓 |
| BA | BOEING CO | $3,559.63万 | 0.80% | 164,440 | 9,151 | 5.9% | $198.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,494.60万 | 0.79% | 102,475 | 27,591 | 36.8% | $940.91万 | 加仓 |
| META | META PLATFORMS INC | $3,448.15万 | 0.78% | 61,214 | 9,707 | 18.8% | $546.79万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3,419.59万 | 0.77% | 1,069,624 | -30,509 | -2.8% | -$97.54万 | 减仓 |
| GOOG | ALPHABET INC | $3,085.64万 | 0.70% | 87,330 | 3,034 | 3.6% | $107.20万 | 加仓 |
| V | VISA INC | $3,053.13万 | 0.69% | 88,989 | -1,412 | -1.6% | -$48.44万 | 减仓 |
| IRM | IRON MTN INC DEL | $3,048.24万 | 0.69% | 241,330 | -2,844 | -1.2% | -$35.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,020.48万 | 0.68% | 127,651 | 11,571 | 10.0% | $273.79万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,007.34万 | 0.68% | 378,711 | -1,810 | -0.5% | -$14.37万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,905.03万 | 0.65% | 160,578 | -4,591 | -2.8% | -$83.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,654.54万 | 0.60% | 90,543 | 54 | 0.1% | $1.58万 | 加仓 |
| OKE | ONEOK INC NEW | $2,410.53万 | 0.54% | 277,263 | -7,564 | -2.7% | -$65.76万 | 减仓 |
| ASML | ASML HLDG NV | $2,395.09万 | 0.54% | 12,039 | -46 | -0.4% | -$9.15万 | 减仓 |
| MCD | MCDONALDS CORP | $2,364.79万 | 0.53% | 87,484 | 5,048 | 6.1% | $136.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,341.10万 | 0.53% | 49,021 | 3,743 | 8.3% | $178.75万 | 加仓 |
| LIN | LINDE PLC | $2,205.14万 | 0.50% | 42,493 | 14,474 | 51.7% | $751.12万 | 加仓 |
| SBR | SABINE RTY TR | $2,164.93万 | 0.49% | 295,755 | 17,474 | 6.3% | $127.91万 | 加仓 |
| TRGP | TARGA RES CORP | $2,079.27万 | 0.47% | 77,544 | 615 | 0.8% | $16.49万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,932.98万 | 0.44% | 38,914 | 9,141 | 30.7% | $454.06万 | 加仓 |
| CSCO | CISCO SYS INC | $1,916.84万 | 0.43% | 163,190 | -6,095 | -3.6% | -$71.59万 | 减仓 |
| SHEL | SHELL PLC | $1,909.41万 | 0.43% | 246,248 | 541 | 0.2% | $4.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,834.27万 | 0.41% | 157,219 | 26,711 | 20.5% | $311.64万 | 加仓 |
| HD | HOME DEPOT INC | $1,802.04万 | 0.41% | 51,095 | -1,271 | -2.4% | -$44.83万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,754.85万 | 0.40% | 78,376 | -74,845 | -48.8% | -$1,675.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,738.40万 | 0.39% | 23,606 | 7,369 | 45.4% | $542.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,698.09万 | 0.38% | 300,653 | -1,633 | -0.5% | -$9.22万 | 减仓 |
| C | CITIGROUP INC | $1,674.27万 | 0.38% | 119,624 | -85,829 | -41.8% | -$1,201.27万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,659.37万 | 0.37% | 97,679 | 83,471 | 587.5% | $1,418.01万 | 加仓 |
| APH | AMPHENOL CORP | $1,612.38万 | 0.36% | 91,446 | 28,911 | 46.2% | $509.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,611.36万 | 0.36% | 380,575 | -25,075 | -6.2% | -$106.17万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,609.83万 | 0.36% | 25,204 | -3,121 | -11.0% | -$199.34万 | 减仓 |
| PEP | PEPSICO INC | $1,596.82万 | 0.36% | 117,933 | -2,816 | -2.3% | -$38.13万 | 减仓 |
| NOW | SERVICENOW INC | $1,594.07万 | 0.36% | 160,563 | 22,893 | 16.6% | $227.28万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,549.07万 | 0.35% | 70,068 | 70,068 | — | $1,549.07万 | 新建仓 |
| T | AT&T INC | $1,543.97万 | 0.35% | 745,879 | -6,004 | -0.8% | -$12.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,537.75万 | 0.35% | 30,731 | 10,606 | 52.7% | $530.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,530.44万 | 0.34% | 189,951 | 118,739 | 166.7% | $956.68万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,527.16万 | 0.34% | 29,976 | -727 | -2.4% | -$37.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,514.35万 | 0.34% | 69,487 | 1,099 | 1.6% | $23.95万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $1,441.88万 | 0.32% | 334,853 | 203,425 | 154.8% | $875.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,426.69万 | 0.32% | 49,096 | 21,513 | 78.0% | $625.15万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,418.00万 | 0.32% | 46,780 | 32,916 | 237.4% | $997.75万 | 加仓 |
| EWJ | ISHARES INC | $1,386.33万 | 0.31% | 148,635 | 21,662 | 17.1% | $202.04万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,367.18万 | 0.31% | 36,427 | 36,427 | — | $1,367.18万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,335.31万 | 0.30% | 231,744 | 880 | 0.4% | $5.07万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1,259.53万 | 0.28% | 565,825 | -13,223 | -2.3% | -$29.43万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,211.76万 | 0.27% | 15,878 | 3,160 | 24.8% | $241.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,208.41万 | 0.27% | 29,074 | 5,004 | 20.8% | $207.98万 | 加仓 |
| KO | COCA COLA CO | $1,200.18万 | 0.27% | 147,678 | 15,433 | 11.7% | $125.42万 | 加仓 |
| PFE | PFIZER INC | $1,144.23万 | 0.26% | 475,179 | -451,033 | -48.7% | -$1,086.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,124.13万 | 0.25% | 76,659 | 22,570 | 41.7% | $330.97万 | 加仓 |
| INTC | INTEL CORP | $1,114.61万 | 0.25% | 79,826 | 9,312 | 13.2% | $130.02万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,110.27万 | 0.25% | 117,962 | -1,445 | -1.2% | -$13.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,100.20万 | 0.25% | 27,665 | 15,543 | 128.2% | $618.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,083.13万 | 0.24% | 125,740 | 87,640 | 230.0% | $754.94万 | 加仓 |
| IEMG | ISHARES INC | $1,073.74万 | 0.24% | 129,616 | 14,314 | 12.4% | $118.58万 | 加仓 |
| AMGN | AMGEN INC | $1,058.10万 | 0.24% | 29,219 | 7,119 | 32.2% | $257.80万 | 加仓 |
| BP | BP PLC | $976.46万 | 0.22% | 264,265 | 1,621 | 0.6% | $5.99万 | 加仓 |
| ENB | ENBRIDGE INC | $972.88万 | 0.22% | 179,464 | -545 | -0.3% | -$2.95万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $933.05万 | 0.21% | 10,874 | 10,552 | 3,277.0% | $905.42万 | 加仓 |
| — | SIGHT SCIENCES INC | $910.06万 | 0.20% | 1,679,069 | 52 | 0.0% | $282 | 加仓 |
| TXN | TEXAS INSTRS INC | $890.99万 | 0.20% | 29,892 | -1,275 | -4.1% | -$38.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $888.50万 | 0.20% | 8,785 | -18,570 | -67.9% | -$1,878.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $879.48万 | 0.20% | 17,123 | -4,377 | -20.4% | -$224.81万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $852.25万 | 0.19% | 88,379 | 5,929 | 7.2% | $57.17万 | 加仓 |