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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,984 | -100.0% | -$32.17万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -762 | -100.0% | -$26.67万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,410 | -100.0% | -$24.11万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -311 | -100.0% | -$20.60万 | 清仓 |
| — | RENOVORX INC | $1.34万 | 0.00% | 13,279 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $2.74万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $2.89万 | 0.00% | 13,629 | 13,629 | — | $2.89万 | 新建仓 |
| CLVT | CLARIVATE PLC | $4.06万 | 0.01% | 16,031 | 16,031 | — | $4.06万 | 新建仓 |
| GLW | CORNING INC | $20.08万 | 0.03% | 1,476 | 1,476 | — | $20.08万 | 新建仓 |
| ISTB | ISHARES TR | $20.21万 | 0.03% | 4,171 | -670 | -13.8% | -$3.25万 | 减仓 |
| GLD | SPDR GOLD TR | $20.27万 | 0.03% | 471 | 471 | — | $20.27万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.41万 | 0.03% | 4,211 | 4,211 | — | $20.41万 | 新建仓 |
| AGG | ISHARES TR | $20.53万 | 0.03% | 2,068 | 12 | 0.6% | $1,191 | 加仓 |
| IWM | ISHARES TR | $21.61万 | 0.03% | 871 | 24 | 2.8% | $5,955 | 加仓 |
| ETR | ENTERGY CORP NEW | $21.63万 | 0.03% | 1,925 | -456 | -19.2% | -$5.12万 | 减仓 |
| — | ELECTRONIC ARTS INC | $21.71万 | 0.03% | 1,065 | -118 | -10.0% | -$2.41万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.75万 | 0.03% | 7,576 | 7,576 | — | $21.75万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.52万 | 0.03% | 7,746 | 7,746 | — | $22.52万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $22.81万 | 0.03% | 3,472 | -11 | -0.3% | -$723 | 减仓 |
| PWR | QUANTA SVCS INC | $22.95万 | 0.03% | 418 | 418 | — | $22.95万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $23.14万 | 0.03% | 1,710 | 91 | 5.6% | $1.23万 | 加仓 |
| EMB | ISHARES TR | $23.50万 | 0.03% | 2,502 | -61 | -2.4% | -$5,730 | 减仓 |
| HRB | BLOCK H & R INC | $23.58万 | 0.03% | 7,428 | 2,728 | 58.0% | $8.66万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $23.86万 | 0.03% | 4,877 | 4,877 | — | $23.86万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $23.93万 | 0.03% | 2,114 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $24.14万 | 0.03% | 2,035 | 520 | 34.3% | $6.17万 | 加仓 |
| DIS | DISNEY WALT CO | $24.69万 | 0.03% | 2,562 | 614 | 31.5% | $5.92万 | 加仓 |
| AFL | AFLAC INC | $24.72万 | 0.03% | 2,253 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $24.96万 | 0.03% | 3,480 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.96万 | 0.03% | 3,149 | -350 | -10.0% | -$2.77万 | 减仓 |
| PFE | PFIZER INC | $25.73万 | 0.04% | 9,163 | 9,163 | — | $25.73万 | 新建仓 |
| CI | THE CIGNA GROUP | $25.82万 | 0.04% | 968 | 968 | — | $25.82万 | 新建仓 |
| SUSB | ISHARES TR | $26.18万 | 0.04% | 10,444 | -47 | -0.4% | -$1,178 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $26.27万 | 0.04% | 7,732 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.32万 | 0.04% | 1,592 | 3 | 0.2% | $496 | 加仓 |
| GEV | GE VERNOVA INC | $26.36万 | 0.04% | 302 | 302 | — | $26.36万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $26.41万 | 0.04% | 621 | 8 | 1.3% | $3,403 | 加仓 |
| SYK | STRYKER CORPORATION | $26.43万 | 0.04% | 804 | 2 | 0.2% | $658 | 加仓 |
| BHP | BHP BILLITON LIMITED | $26.70万 | 0.04% | 3,670 | 3,670 | — | $26.70万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $26.71万 | 0.04% | 4,864 | 350 | 7.8% | $1.92万 | 加仓 |
| WFC | WELLS FARGO & CO | $26.94万 | 0.04% | 3,384 | 116 | 3.5% | $9,234 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.04万 | 0.04% | 5,125 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $27.10万 | 0.04% | 845 | -22 | -2.5% | -$7,056 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $27.11万 | 0.04% | 4,425 | -770 | -14.8% | -$4.72万 | 减仓 |
| MUB | ISHARES TR | $27.15万 | 0.04% | 2,558 | 444 | 21.0% | $4.71万 | 加仓 |
| GE | GE AEROSPACE | $27.21万 | 0.04% | 959 | 210 | 28.0% | $5.96万 | 加仓 |
| ETN | EATON CORP PLC | $27.47万 | 0.04% | 768 | -28 | -3.5% | -$1.00万 | 减仓 |
| BA | BOEING CO | $27.74万 | 0.04% | 1,394 | -17 | -1.2% | -$3,384 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.97万 | 0.04% | 5,770 | 5,770 | — | $28.97万 | 新建仓 |
| MMM | 3M CO | $29.15万 | 0.04% | 2,007 | -124 | -5.8% | -$1.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $29.39万 | 0.04% | 1,514 | 4 | 0.3% | $777 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.68万 | 0.04% | 2,264 | -107 | -4.5% | -$1.40万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $29.70万 | 0.04% | 3,348 | -218 | -6.1% | -$1.93万 | 减仓 |
| BX | BLACKSTONE INC | $29.90万 | 0.04% | 2,600 | -208 | -7.4% | -$2.39万 | 减仓 |
| HEFA | ISHARES TR | $30.31万 | 0.04% | 7,132 | -1,174 | -14.1% | -$4.99万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $30.39万 | 0.04% | 5,197 | 421 | 8.8% | $2.46万 | 加仓 |
| RTX | RTX CORPORATION | $30.59万 | 0.04% | 1,586 | -1 | -0.1% | -$193 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.62万 | 0.05% | 1,168 | -51 | -4.2% | -$1.42万 | 减仓 |
| PEP | PEPSICO INC | $33.36万 | 0.05% | 2,148 | 436 | 25.5% | $6.77万 | 加仓 |
| BURL | BURLINGTON STORES INC | $33.48万 | 0.05% | 1,029 | -936 | -47.6% | -$30.46万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $33.82万 | 0.05% | 3,969 | 1 | 0.0% | $85 | 加仓 |
| CRM | SALESFORCE INC | $34.34万 | 0.05% | 1,839 | 15 | 0.8% | $2,801 | 加仓 |
| TWLO | TWILIO INC | $35.17万 | 0.05% | 2,795 | 35 | 1.3% | $4,404 | 加仓 |
| NEE | NEXTERA ENERGY INC | $35.17万 | 0.05% | 3,786 | -238 | -5.9% | -$2.21万 | 减仓 |
| AMGN | AMGEN INC | $35.77万 | 0.05% | 1,017 | -16 | -1.5% | -$5,627 | 减仓 |
| INTC | INTEL CORP | $36.38万 | 0.05% | 8,244 | -2,042 | -19.9% | -$9.01万 | 减仓 |
| FIX | COMFORT SYS USA INC | $36.82万 | 0.05% | 267 | 28 | 11.7% | $3.86万 | 加仓 |
| IWR | ISHARES TR | $37.46万 | 0.05% | 3,853 | -2 | -0.1% | -$194 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.00万 | 0.05% | 14,821 | 5,444 | 58.1% | $13.96万 | 加仓 |
| LIF | LIFE360 INC | $38.34万 | 0.05% | 9,393 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $38.76万 | 0.05% | 13,916 | 6,367 | 84.3% | $17.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.27万 | 0.06% | 1,162 | 223 | 23.7% | $7.54万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $39.84万 | 0.06% | 3,245 | 182 | 5.9% | $2.23万 | 加仓 |
| STIP | ISHARES TR | $41.24万 | 0.06% | 3,988 | -50 | -1.2% | -$5,171 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.61万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $43.02万 | 0.06% | 14,838 | 1,077 | 7.8% | $3.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $43.80万 | 0.06% | 2,050 | -606 | -22.8% | -$12.95万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $47.43万 | 0.07% | 5,046 | 558 | 12.4% | $5.24万 | 加仓 |
| AVGO | BROADCOM INC | $48.78万 | 0.07% | 1,576 | -143 | -8.3% | -$4.43万 | 减仓 |
| EMGF | ISHARES INC | $49.13万 | 0.07% | 8,130 | -1,895 | -18.9% | -$11.45万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $49.63万 | 0.07% | 10,619 | -13 | -0.1% | -$608 | 减仓 |
| BAC | BANK AMERICA CORP | $50.16万 | 0.07% | 10,288 | -744 | -6.7% | -$3.63万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.30万 | 0.07% | 752 | 9 | 1.2% | $6,140 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $51.96万 | 0.07% | 2,550 | -98 | -3.7% | -$2.00万 | 减仓 |
| CSCO | CISCO SYS INC | $54.28万 | 0.08% | 6,996 | -1,200 | -14.6% | -$9.31万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $54.55万 | 0.08% | 6,935 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.96万 | 0.08% | 2,267 | -173 | -7.1% | -$4.19万 | 减仓 |
| ICF | ISHARES TR | $55.10万 | 0.08% | 8,904 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $55.58万 | 0.08% | 2,407 | -1 | -0.0% | -$231 | 减仓 |
| ESGD | ISHARES TR | $57.37万 | 0.08% | 5,999 | -45 | -0.7% | -$4,303 | 减仓 |
| MO | ALTRIA GROUP INC | $57.68万 | 0.08% | 8,741 | 487 | 5.9% | $3.21万 | 加仓 |
| MRK | MERCK & CO INC | $58.67万 | 0.08% | 4,877 | 147 | 3.1% | $1.77万 | 加仓 |
| ESML | ISHARES TR | $58.72万 | 0.08% | 12,487 | -18 | -0.1% | -$846 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $59.17万 | 0.08% | 6,689 | 1,044 | 18.5% | $9.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $59.44万 | 0.08% | 2,432 | -9 | -0.4% | -$2,200 | 减仓 |
| IWV | ISHARES TR | $60.78万 | 0.09% | 1,640 | 1 | 0.1% | $371 | 加仓 |