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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $244.46万 | 0.83% | 8,076 | -69 | -0.8% | -$2.09万 | 减仓 |
| HD | HOME DEPOT INC | $269.41万 | 0.92% | 7,639 | 190 | 2.6% | $6.70万 | 加仓 |
| BA | BOEING CO | $279.55万 | 0.95% | 12,914 | -80 | -0.6% | -$1.73万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $298.83万 | 1.02% | 35,974 | 35,974 | — | $298.83万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $316.02万 | 1.08% | 27,087 | 119 | 0.4% | $1.39万 | 加仓 |
| AMGN | AMGEN INC | $323.87万 | 1.11% | 8,944 | 337 | 3.9% | $12.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $341.66万 | 1.17% | 63,731 | 8,773 | 16.0% | $47.03万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $428.24万 | 1.46% | 5,102 | -241 | -4.5% | -$20.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $435.27万 | 1.49% | 27,434 | 978 | 3.7% | $15.52万 | 加仓 |
| CLS | CELESTICA INC | $544.35万 | 1.86% | 14,922 | 47 | 0.3% | $1.71万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $554.65万 | 1.89% | 67,109 | 10,337 | 18.2% | $85.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $559.65万 | 1.91% | 15,003 | -43 | -0.3% | -$1.60万 | 减仓 |
| META | META PLATFORMS INC | $568.72万 | 1.94% | 10,096 | 509 | 5.3% | $28.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $571.71万 | 1.95% | 77,878 | 4,985 | 6.8% | $36.60万 | 加仓 |
| AMZN | AMAZON COM INC | $573.83万 | 1.96% | 24,076 | -284 | -1.2% | -$6.77万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $577.43万 | 1.97% | 6,173 | 3 | 0.0% | $2,806 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $583.04万 | 1.99% | 8,290 | 124 | 1.5% | $8.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $584.34万 | 1.99% | 24,048 | -195 | -0.8% | -$4.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $608.36万 | 2.08% | 70,625 | 1,853 | 2.7% | $15.96万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $642.61万 | 2.19% | 12,301 | 98 | 0.8% | $5.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $734.89万 | 2.51% | 31,058 | 328 | 1.1% | $7.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $742.71万 | 2.53% | 9,946 | 58 | 0.6% | $4.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $855.10万 | 2.92% | 11,612 | -1,195 | -9.3% | -$88.00万 | 减仓 |
| SMH | VANECK ETF TRUST | $864.54万 | 2.95% | 13,181 | -2,800 | -17.5% | -$183.65万 | 减仓 |
| GOOGL | ALPHABET INC | $931.35万 | 3.18% | 26,061 | -186 | -0.7% | -$6.65万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $995.75万 | 3.40% | 22,979 | -969 | -4.0% | -$41.99万 | 减仓 |
| USMV | ISHARES TR | $1,036.67万 | 3.54% | 107,471 | 1,863 | 1.8% | $17.97万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,155.64万 | 3.94% | 220,795 | 14,545 | 7.1% | $76.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,380.42万 | 4.71% | 23,763 | -1,563 | -6.2% | -$90.80万 | 减仓 |
| AVGO | BROADCOM INC | $1,714.08万 | 5.85% | 45,376 | -1,101 | -2.4% | -$41.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,728.16万 | 5.90% | 86,369 | -1,861 | -2.1% | -$37.24万 | 减仓 |
| AAPL | APPLE INC | $1,864.95万 | 6.36% | 64,451 | -90 | -0.1% | -$2.60万 | 减仓 |