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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $30.94万 | 0.11% | 2,408 | 403 | 20.1% | $5.18万 | 加仓 |
| TWLO | TWILIO INC | $30.58万 | 0.10% | 1,482 | -209 | -12.4% | -$4.31万 | 减仓 |
| ABBV | ABBVIE INC | $30.47万 | 0.10% | 1,211 | 1,211 | — | $30.47万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.43万 | 0.10% | 4,951 | 640 | 14.8% | $3.93万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $29.93万 | 0.10% | 845 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $29.35万 | 0.10% | 744 | -100 | -11.8% | -$3.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.97万 | 0.10% | 1,748 | 278 | 18.9% | $4.61万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $28.61万 | 0.10% | 448 | 448 | — | $28.61万 | 新建仓 |
| HAS | HASBRO INC | $27.05万 | 0.09% | 3,275 | 740 | 29.2% | $6.11万 | 加仓 |
| IWF | ISHARES TR | $25.83万 | 0.09% | 2,080 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $25.53万 | 0.09% | 2,565 | 2,565 | — | $25.53万 | 新建仓 |
| LOW | LOWES COS INC | $25.44万 | 0.09% | 1,154 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $24.72万 | 0.08% | 2,108 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $24.56万 | 0.08% | 3,645 | 3,645 | — | $24.56万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $22.73万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $22.42万 | 0.08% | 440 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $22.35万 | 0.08% | 603 | 603 | — | $22.35万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.67万 | 0.07% | 1,282 | 1,282 | — | $21.67万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $21.42万 | 0.07% | 750 | 750 | — | $21.42万 | 新建仓 |
| KO | COCA COLA CO | $21.35万 | 0.07% | 2,627 | 2,627 | — | $21.35万 | 新建仓 |
| GLW | CORNING INC | $20.41万 | 0.07% | 799 | 799 | — | $20.41万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $20.29万 | 0.07% | 3,910 | 3,910 | — | $20.29万 | 新建仓 |
| COPX | GLOBAL X FDS | $20.01万 | 0.07% | 2,600 | 2,600 | — | $20.01万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $12.07万 | 0.04% | 15,967 | 1,906 | 13.6% | $1.44万 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $6.25万 | 0.02% | 46,633 | 16,722 | 55.9% | $2.24万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.29万 | 0.01% | 11,701 | 740 | 6.8% | $2,716 | 加仓 |
| 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 |