Affinity Capital Advisors, LLC
BERKELEY CA · SEC CIK 0001810023
$8.10亿2026Q2 申报市值
203持仓数
60.0%前十大占比 · 第一大 10.1%
30 / 12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
IUSB 加仓+$317.55万
EFG 加仓+$237.40万
IVV 加仓+$233.45万
PWZ 加仓+$200.48万
SNDK 新建仓+$192.24万
2026Q2 卖出最多 按季末市值估算
OEF 减仓-$631.75万
AAPL 减仓-$523.17万
EXXON MOBIL CORP 减仓-$203.28万
SGOV 减仓-$203.15万
STX 减仓-$145.17万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $1,240.90万 | 1.53% | 162,379 | -415 | -0.3% | -$3.17万 | 减仓 |
| TLH | ISHARES TR | $1,558.44万 | 1.93% | 156,580 | -4,446 | -2.8% | -$44.25万 | 减仓 |
| CMF | ISHARES TR | $1,688.11万 | 2.09% | 293,212 | -24 | -0.0% | -$1,382 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,696.19万 | 2.10% | 142,897 | 394 | 0.3% | $4.68万 | 加仓 |
| SGOV | ISHARES TR | $1,787.39万 | 2.21% | 177,956 | -20,226 | -10.2% | -$203.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,202.34万 | 2.72% | 119,973 | -7,024 | -5.5% | -$128.94万 | 减仓 |
| EFG | ISHARES TR | $2,215.70万 | 2.74% | 177,115 | 18,977 | 12.0% | $237.40万 | 加仓 |
| ESGU | ISHARES TR | $2,418.70万 | 2.99% | 146,606 | -2,844 | -1.9% | -$46.92万 | 减仓 |
| IEMG | ISHARES INC | $3,419.78万 | 4.22% | 417,047 | 12,273 | 3.0% | $100.64万 | 加仓 |
| EFV | ISHARES TR | $3,472.43万 | 4.29% | 442,403 | 18,054 | 4.3% | $141.71万 | 加仓 |
| AAPL | APPLE INC | $6,058.57万 | 7.48% | 193,775 | -16,733 | -7.9% | -$523.17万 | 减仓 |
| IUSB | ISHARES TR | $6,605.44万 | 8.16% | 1,435,965 | 69,033 | 5.1% | $317.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,702.90万 | 8.28% | 305,455 | -1,035 | -0.3% | -$22.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,293.44万 | 9.01% | 841,422 | 19,962 | 2.4% | $173.03万 | 加仓 |
| IVV | ISHARES TR | $8,159.88万 | 10.08% | 108,112 | 3,093 | 2.9% | $233.45万 | 加仓 |