Bay Rivers Group
Williamsburg VA · SEC CIK 0001798924
$2.93亿2026Q2 申报市值
126持仓数
42.8%前十大占比 · 第一大 6.4%
22 / 6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
XLP 新建仓+$298.83万
VCIT 加仓+$85.44万
VXUS 新建仓+$82.64万
BINC 加仓+$76.13万
CRDO 加仓+$74.13万
2026Q2 卖出最多 按季末市值估算
VNQ 清仓-$229.60万
SMH 减仓-$183.65万
CRM 清仓-$153.16万
NOW 清仓-$124.52万
AMD 减仓-$90.80万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -25,885 | -100.0% | -$229.60万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -8,205 | -100.0% | -$153.16万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -11,910 | -100.0% | -$124.52万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -6,037 | -100.0% | -$27.40万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -857 | -100.0% | -$20.83万 | 清仓 |
| — | FEMASYS INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$7,984 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.29万 | 0.01% | 11,701 | 740 | 6.8% | $2,716 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $6.25万 | 0.02% | 46,633 | 16,722 | 55.9% | $2.24万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $12.07万 | 0.04% | 15,967 | 1,906 | 13.6% | $1.44万 | 加仓 |
| COPX | GLOBAL X FDS | $20.01万 | 0.07% | 2,600 | 2,600 | — | $20.01万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $20.29万 | 0.07% | 3,910 | 3,910 | — | $20.29万 | 新建仓 |
| GLW | CORNING INC | $20.41万 | 0.07% | 799 | 799 | — | $20.41万 | 新建仓 |
| KO | COCA COLA CO | $21.35万 | 0.07% | 2,627 | 2,627 | — | $21.35万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $21.42万 | 0.07% | 750 | 750 | — | $21.42万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.67万 | 0.07% | 1,282 | 1,282 | — | $21.67万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $22.35万 | 0.08% | 603 | 603 | — | $22.35万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.42万 | 0.08% | 440 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $22.73万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $24.56万 | 0.08% | 3,645 | 3,645 | — | $24.56万 | 新建仓 |
| AFL | AFLAC INC | $24.72万 | 0.08% | 2,108 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.44万 | 0.09% | 1,154 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $25.53万 | 0.09% | 2,565 | 2,565 | — | $25.53万 | 新建仓 |
| IWF | ISHARES TR | $25.83万 | 0.09% | 2,080 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $27.05万 | 0.09% | 3,275 | 740 | 29.2% | $6.11万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $28.61万 | 0.10% | 448 | 448 | — | $28.61万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $28.97万 | 0.10% | 1,748 | 278 | 18.9% | $4.61万 | 加仓 |
| COHR | COHERENT CORP | $29.35万 | 0.10% | 744 | -100 | -11.8% | -$3.94万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $29.93万 | 0.10% | 845 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.43万 | 0.10% | 4,951 | 640 | 14.8% | $3.93万 | 加仓 |
| ABBV | ABBVIE INC | $30.47万 | 0.10% | 1,211 | 1,211 | — | $30.47万 | 新建仓 |
| TWLO | TWILIO INC | $30.58万 | 0.10% | 1,482 | -209 | -12.4% | -$4.31万 | 减仓 |
| MRK | MERCK & CO INC | $30.94万 | 0.11% | 2,408 | 403 | 20.1% | $5.18万 | 加仓 |
| INTC | INTEL CORP | $31.11万 | 0.11% | 2,228 | 2,228 | — | $31.11万 | 新建仓 |
| SEZL | SEZZLE INC | $31.85万 | 0.11% | 1,856 | 1,856 | — | $31.85万 | 新建仓 |
| CIEN | CIENA CORP | $32.43万 | 0.11% | 661 | 661 | — | $32.43万 | 新建仓 |
| IONQ | IONQ INC | $33.74万 | 0.12% | 6,335 | 6,335 | — | $33.74万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.54万 | 0.12% | 9,395 | 2,395 | 34.2% | $8.80万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $34.72万 | 0.12% | 8,677 | 301 | 3.6% | $1.20万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $35.55万 | 0.12% | 9,141 | -45 | -0.5% | -$1,750 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $36.61万 | 0.12% | 3,121 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $38.04万 | 0.13% | 1,136 | 1,136 | — | $38.04万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $38.09万 | 0.13% | 330 | -301 | -47.7% | -$34.74万 | 减仓 |
| IBB | ISHARES TR | $38.52万 | 0.13% | 2,026 | -96 | -4.5% | -$1.83万 | 减仓 |
| MKL | MARKEL GROUP INC | $39.06万 | 0.13% | 200 | -25 | -11.1% | -$4.88万 | 减仓 |
| EMR | EMERSON ELEC CO | $39.12万 | 0.13% | 2,733 | 200 | 7.9% | $2.86万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看跌期权 | $39.74万 | 0.14% | 800 | 800 | — | $39.74万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $40.55万 | 0.14% | 2,275 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $41.44万 | 0.14% | 483 | 483 | — | $41.44万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $41.64万 | 0.14% | 17,357 | 6,657 | 62.2% | $15.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.73万 | 0.15% | 874 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $48.03万 | 0.16% | 13,000 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $48.42万 | 0.17% | 7,584 | 7,584 | — | $48.42万 | 新建仓 |
| D | DOMINION ENERGY INC | $49.60万 | 0.17% | 7,263 | -704 | -8.8% | -$4.81万 | 减仓 |
| CSCO | CISCO SYS INC | $50.05万 | 0.17% | 4,261 | 451 | 11.8% | $5.30万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.96万 | 0.17% | 3,725 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $53.30万 | 0.18% | 2,809 | 477 | 20.5% | $9.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.27万 | 0.19% | 3,701 | 306 | 9.0% | $4.49万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $54.35万 | 0.19% | 408 | 30 | 7.9% | $4.00万 | 加仓 |
| KSS | KOHLS CORP | $55.54万 | 0.19% | 31,341 | 31,341 | — | $55.54万 | 新建仓 |
| COWZ | PACER FDS TR | $55.64万 | 0.19% | 8,946 | 661 | 8.0% | $4.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.39万 | 0.19% | 3,568 | -400 | -10.1% | -$6.32万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $57.09万 | 0.19% | 7,544 | 1,110 | 17.3% | $8.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $57.66万 | 0.20% | 2,710 | 1,347 | 98.8% | $28.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $58.08万 | 0.20% | 1,703 | -235 | -12.1% | -$8.01万 | 减仓 |
| — | EXXON MOBIL CORP | $58.96万 | 0.20% | 4,313 | 761 | 21.4% | $10.40万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $60.56万 | 0.21% | 3,238 | 185 | 6.1% | $3.46万 | 加仓 |
| PEP | PEPSICO INC | $61.35万 | 0.21% | 4,531 | 600 | 15.3% | $8.12万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $63.52万 | 0.22% | 17,527 | 1 | 0.0% | $36 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $67.29万 | 0.23% | 145,641 | 103,370 | 244.5% | $47.76万 | 加仓 |
| MHO | M/I HOMES INC | $68.42万 | 0.23% | 4,255 | -100 | -2.3% | -$1.61万 | 减仓 |
| RDDT | REDDIT INC | $68.53万 | 0.23% | 3,948 | 2,761 | 232.6% | $47.93万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $69.35万 | 0.24% | 21,870 | 3,197 | 17.1% | $10.14万 | 加仓 |
| SHY | ISHARES TR | $69.63万 | 0.24% | 8,480 | 823 | 10.7% | $6.76万 | 加仓 |
| GOOG | ALPHABET INC | $78.37万 | 0.27% | 2,218 | 39 | 1.8% | $1.38万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $78.69万 | 0.27% | 39,011 | 3,089 | 8.6% | $6.23万 | 加仓 |
| BAC | BANK OF AMER CORP | $80.46万 | 0.27% | 14,121 | 125 | 0.9% | $7,123 | 加仓 |
| VXUS | VANGUARD STAR FDS | $82.64万 | 0.28% | 9,667 | 9,667 | — | $82.64万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $84.82万 | 0.29% | 879 | 64 | 7.9% | $6.18万 | 加仓 |
| O | REALTY INCOME CORP | $89.80万 | 0.31% | 14,493 | -325 | -2.2% | -$2.01万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $95.95万 | 0.33% | 28,608 | 1,118 | 4.1% | $3.75万 | 加仓 |
| MTUM | ISHARES TR | $98.08万 | 0.33% | 2,861 | -240 | -7.7% | -$8.23万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $98.77万 | 0.34% | 53,475 | 2,050 | 4.0% | $3.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.91万 | 0.35% | 2,134 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $102.21万 | 0.35% | 870 | 20 | 2.4% | $2.35万 | 加仓 |
| GE | GE AEROSPACE | $103.45万 | 0.35% | 2,768 | 370 | 15.4% | $13.83万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $104.31万 | 0.36% | 2,100 | 100 | 5.0% | $4.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $107.61万 | 0.37% | 1,567 | -574 | -26.8% | -$39.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $108.39万 | 0.37% | 4,268 | 494 | 13.1% | $12.55万 | 加仓 |
| APP | APPLOVIN CORP | $113.25万 | 0.39% | 2,198 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $116.90万 | 0.40% | 4,378 | 40 | 0.9% | $1.07万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $131.93万 | 0.45% | 23,360 | 3,006 | 14.8% | $16.98万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $132.82万 | 0.45% | 4,884 | 2,726 | 126.3% | $74.13万 | 加仓 |
| WMT | WALMART INC | $140.23万 | 0.48% | 12,381 | 25 | 0.2% | $2,831 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $146.80万 | 0.50% | 31,208 | 4,862 | 18.5% | $22.87万 | 加仓 |
| TSLA | TESLA INC | $154.36万 | 0.53% | 3,670 | -304 | -7.6% | -$12.79万 | 减仓 |
| POWL | POWELL INDS INC | $171.47万 | 0.59% | 5,988 | -18 | -0.3% | -$5,154 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $197.74万 | 0.67% | 6,041 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $198.90万 | 0.68% | 16,903 | -87 | -0.5% | -$1.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $222.36万 | 0.76% | 6,009 | -15 | -0.2% | -$5,551 | 减仓 |
| NFLX | NETFLIX INC. | $233.14万 | 0.80% | 32,652 | -1,463 | -4.3% | -$10.45万 | 减仓 |