Affinity Capital Advisors, LLC
BERKELEY CA · SEC CIK 0001810023
$7.13亿2026Q1 申报市值
181持仓数
59.4%前十大占比 · 第一大 9.6%
16 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$369.60万
SPYG 加仓+$339.68万
VOO 加仓+$302.59万
EFG 加仓+$164.21万
IEMG 加仓+$161.95万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$359.01万
OEF 减仓-$333.85万
IUSB 减仓-$93.37万
EXXON MOBIL CORP 减仓-$59.38万
TLT 减仓-$33.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $61.66万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $61.91万 | 0.09% | 9,866 | 9,866 | — | $61.91万 | 新建仓 |
| HD | HOME DEPOT INC | $62.17万 | 0.09% | 1,890 | -25 | -1.3% | -$8,223 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $65.47万 | 0.09% | 2,356 | 189 | 8.7% | $5.25万 | 加仓 |
| KLAC | KLA CORP | $65.82万 | 0.09% | 447 | 16 | 3.7% | $2.36万 | 加仓 |
| ORCL | ORACLE CORP | $67.02万 | 0.09% | 4,556 | 495 | 12.2% | $7.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $67.20万 | 0.09% | 3,248 | 292 | 9.9% | $6.04万 | 加仓 |
| SNPS | SYNOPSYS INC | $67.76万 | 0.10% | 1,709 | -106 | -5.8% | -$4.20万 | 减仓 |
| IVW | ISHARES TR | $75.75万 | 0.11% | 6,697 | -32 | -0.5% | -$3,619 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.11万 | 0.11% | 5,203 | 41 | 0.8% | $5,997 | 加仓 |
| DBEF | DBX ETF TR | $78.93万 | 0.11% | 15,978 | -5,732 | -26.4% | -$28.32万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $80.58万 | 0.11% | 8,505 | 2 | 0.0% | $190 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $81.19万 | 0.11% | 15,022 | 61 | 0.4% | $3,297 | 加仓 |
| ABBV | ABBVIE INC | $83.04万 | 0.12% | 3,818 | -187 | -4.7% | -$4.07万 | 减仓 |
| WMT | WALMART INC | $85.48万 | 0.12% | 6,878 | 633 | 10.1% | $7.87万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.08万 | 0.12% | 864 | 84 | 10.8% | $8.37万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $89.61万 | 0.13% | 6,204 | 10 | 0.2% | $1,444 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $99.46万 | 0.14% | 41,668 | 181 | 0.4% | $4,320 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $99.66万 | 0.14% | 25,646 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $100.93万 | 0.14% | 10,817 | 227 | 2.1% | $2.12万 | 加仓 |
| IWN | ISHARES TR | $103.73万 | 0.15% | 5,471 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.10万 | 0.15% | 3,444 | -61 | -1.7% | -$1.84万 | 减仓 |
| RY | ROYAL BK CDA | $104.17万 | 0.15% | 6,439 | 23 | 0.4% | $3,721 | 加仓 |
| SPYX | SPDR SERIES TRUST | $104.54万 | 0.15% | 19,713 | -42 | -0.2% | -$2,227 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $112.12万 | 0.16% | 3,812 | -309 | -7.5% | -$9.09万 | 减仓 |
| CAT | CATERPILLAR INC | $116.31万 | 0.16% | 1,642 | 19 | 1.2% | $1.35万 | 加仓 |
| AIP | ARTERIS INC | $116.97万 | 0.16% | 71,152 | 71,152 | — | $116.97万 | 新建仓 |
| IVLU | ISHARES TR | $117.46万 | 0.16% | 29,602 | -157 | -0.5% | -$6,230 | 减仓 |
| DE | DEERE & CO | $121.20万 | 0.17% | 2,152 | 21 | 1.0% | $1.18万 | 加仓 |
| SUSC | ISHARES TR | $125.08万 | 0.18% | 54,058 | -2,612 | -4.6% | -$6.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.86万 | 0.18% | 2,710 | -173 | -6.0% | -$8.29万 | 减仓 |
| SUSL | ISHARES TR | $137.56万 | 0.19% | 12,109 | 1,528 | 14.4% | $17.36万 | 加仓 |
| IEV | ISHARES TR | $137.81万 | 0.19% | 20,284 | 674 | 3.4% | $4.58万 | 加仓 |
| IWO | ISHARES TR | $146.50万 | 0.21% | 4,668 | -200 | -4.1% | -$6.28万 | 减仓 |
| IWS | ISHARES TR | $150.96万 | 0.21% | 10,358 | -713 | -6.4% | -$10.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $159.50万 | 0.22% | 3,192 | 253 | 8.6% | $12.64万 | 加仓 |
| AME | AMETEK INC | $164.65万 | 0.23% | 7,681 | -240 | -3.0% | -$5.14万 | 减仓 |
| TLT | ISHARES TR | $172.64万 | 0.24% | 19,915 | -3,833 | -16.1% | -$33.23万 | 减仓 |
| NFLX | NETFLIX INC. | $176.29万 | 0.25% | 18,335 | 1,328 | 7.8% | $12.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $195.43万 | 0.27% | 30,499 | -609 | -2.0% | -$3.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $214.20万 | 0.30% | 44,330 | -362 | -0.8% | -$1.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $218.23万 | 0.31% | 8,332 | 419 | 5.3% | $10.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $221.19万 | 0.31% | 89,369 | 2,030 | 2.3% | $5.02万 | 加仓 |
| TSLA | TESLA INC | $225.21万 | 0.32% | 6,058 | -484 | -7.4% | -$17.99万 | 减仓 |
| IJR | ISHARES TR | $229.70万 | 0.32% | 18,478 | 259 | 1.4% | $3.22万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $234.12万 | 0.33% | 5,976 | -608 | -9.2% | -$23.82万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $234.37万 | 0.33% | 75,699 | -480 | -0.6% | -$1.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $244.02万 | 0.34% | 3,497 | 766 | 28.0% | $53.45万 | 加仓 |
| VO | VANGUARD INDEX FDS | $249.42万 | 0.35% | 8,685 | 686 | 8.6% | $19.70万 | 加仓 |
| AMZN | AMAZON COM INC | $250.82万 | 0.35% | 12,043 | 554 | 4.8% | $11.54万 | 加仓 |
| U | UNITY SOFTWARE INC | $252.20万 | 0.35% | 114,949 | 499 | 0.4% | $1.09万 | 加仓 |
| GOOGL | ALPHABET INC | $258.54万 | 0.36% | 8,991 | 845 | 10.4% | $24.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.82万 | 0.40% | 4,364 | -31 | -0.7% | -$2.02万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $293.78万 | 0.41% | 51,923 | 15,748 | 43.5% | $89.10万 | 加仓 |
| EMXC | ISHARES INC | $301.48万 | 0.42% | 38,327 | -3,243 | -7.8% | -$25.51万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $301.80万 | 0.42% | 26,882 | -319 | -1.2% | -$3.58万 | 减仓 |
| — | EXXON MOBIL CORP | $303.03万 | 0.42% | 17,861 | -3,500 | -16.4% | -$59.38万 | 减仓 |
| MCD | MCDONALDS CORP | $307.21万 | 0.43% | 9,885 | -61 | -0.6% | -$1.90万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $317.76万 | 0.45% | 40,526 | -1,683 | -4.0% | -$13.20万 | 减仓 |
| GOOG | ALPHABET INC | $344.17万 | 0.48% | 11,998 | -342 | -2.8% | -$9.81万 | 减仓 |
| IWD | ISHARES TR | $349.19万 | 0.49% | 16,342 | -34 | -0.2% | -$7,265 | 减仓 |
| NVDA | NVIDIA CORPORATION | $369.48万 | 0.52% | 21,186 | 4,197 | 24.7% | $73.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $372.42万 | 0.52% | 6,452 | 440 | 7.3% | $25.40万 | 加仓 |
| LLY | ELI LILLY & CO | $423.00万 | 0.59% | 4,599 | -51 | -1.1% | -$4.69万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $427.15万 | 0.60% | 140,050 | -2,964 | -2.1% | -$9.04万 | 减仓 |
| META | META PLATFORMS INC | $442.39万 | 0.62% | 7,732 | 742 | 10.6% | $42.45万 | 加仓 |
| IWF | ISHARES TR | $489.64万 | 0.69% | 11,483 | -600 | -5.0% | -$25.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $555.30万 | 0.78% | 15,001 | -597 | -3.8% | -$22.10万 | 减仓 |
| IEFA | ISHARES TR | $716.48万 | 1.00% | 79,143 | 29 | 0.0% | $2,625 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $841.17万 | 1.18% | 288,764 | -1,126 | -0.4% | -$3.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $869.11万 | 1.22% | 14,545 | 5,064 | 53.4% | $302.59万 | 加仓 |
| EAGG | ISHARES TR | $893.26万 | 1.25% | 187,857 | -1,136 | -0.6% | -$5.40万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $930.58万 | 1.30% | 400,765 | -1,028 | -0.3% | -$2.39万 | 减仓 |
| IJH | ISHARES TR | $1,099.35万 | 1.54% | 162,794 | 2,360 | 1.5% | $15.94万 | 加仓 |
| OEF | ISHARES TR | $1,228.55万 | 1.72% | 38,625 | -10,496 | -21.4% | -$333.85万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,395.25万 | 1.96% | 142,503 | 34,693 | 32.2% | $339.68万 | 加仓 |
| TLH | ISHARES TR | $1,621.86万 | 2.27% | 161,026 | 3,847 | 2.4% | $38.75万 | 加仓 |
| CMF | ISHARES TR | $1,667.34万 | 2.34% | 293,236 | 23,642 | 8.8% | $134.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,687.79万 | 2.37% | 126,997 | 1,686 | 1.3% | $22.41万 | 加仓 |
| EFG | ISHARES TR | $1,761.18万 | 2.47% | 158,138 | 14,745 | 10.3% | $164.21万 | 加仓 |
| SGOV | ISHARES TR | $1,994.90万 | 2.80% | 198,182 | 36,718 | 22.7% | $369.60万 | 加仓 |
| ESGU | ISHARES TR | $2,113.53万 | 2.96% | 149,450 | -1,142 | -0.8% | -$16.15万 | 减仓 |
| IEMG | ISHARES INC | $2,823.30万 | 3.96% | 404,774 | 23,218 | 6.1% | $161.95万 | 加仓 |
| EFV | ISHARES TR | $3,155.03万 | 4.42% | 424,349 | 9,202 | 2.2% | $68.42万 | 加仓 |
| AAPL | APPLE INC | $5,342.48万 | 7.49% | 210,508 | -14,146 | -6.3% | -$359.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,980.09万 | 8.39% | 136,910 | 1,731 | 1.3% | $75.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,013.34万 | 8.43% | 306,490 | 3,234 | 1.1% | $63.45万 | 加仓 |
| IUSB | ISHARES TR | $6,313.86万 | 8.85% | 1,366,932 | -20,214 | -1.5% | -$93.37万 | 减仓 |
| IVV | ISHARES TR | $6,859.96万 | 9.62% | 105,019 | 1,960 | 1.9% | $128.03万 | 加仓 |