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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -14,838 | -100.0% | -$43.02万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,839 | -100.0% | -$34.34万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,425 | -100.0% | -$27.11万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,163 | -100.0% | -$25.73万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,035 | -100.0% | -$24.14万 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,877 | -100.0% | -$23.86万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -418 | -100.0% | -$22.95万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,746 | -100.0% | -$22.52万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,576 | -100.0% | -$21.75万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,068 | -100.0% | -$20.53万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -471 | -100.0% | -$20.27万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -16,031 | -100.0% | -$4.06万 | 清仓 |
| — | RENOVORX INC | $1.26万 | 0.00% | 13,279 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $2.28万 | 0.00% | 12,392 | -1,237 | -9.1% | -$2,276 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $3.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $9.57万 | 0.01% | 11,114 | 11,114 | — | $9.57万 | 新建仓 |
| IWB | ISHARES TR | $20.39万 | 0.03% | 495 | 495 | — | $20.39万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.58万 | 0.03% | 1,032 | 1,032 | — | $20.58万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $20.64万 | 0.03% | 4,084 | 4,084 | — | $20.64万 | 新建仓 |
| CMI | CUMMINS INC | $21.09万 | 0.03% | 311 | 311 | — | $21.09万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.27万 | 0.03% | 4,305 | -820 | -16.0% | -$4.05万 | 减仓 |
| ITOT | ISHARES TR | $21.44万 | 0.03% | 1,299 | 1,299 | — | $21.44万 | 新建仓 |
| KO | COCA COLA CO | $21.46万 | 0.03% | 2,587 | 2,587 | — | $21.46万 | 新建仓 |
| AROC | ARCHROCK INC | $21.55万 | 0.03% | 5,900 | 5,900 | — | $21.55万 | 新建仓 |
| ISTB | ISHARES TR | $21.64万 | 0.03% | 4,496 | 325 | 7.8% | $1.56万 | 加仓 |
| LIN | LINDE PLC | $22.00万 | 0.03% | 407 | 407 | — | $22.00万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.03万 | 0.03% | 2,262 | 2,262 | — | $22.03万 | 新建仓 |
| SUSB | ISHARES TR | $22.09万 | 0.03% | 8,858 | -1,586 | -15.2% | -$3.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $22.24万 | 0.03% | 368 | 368 | — | $22.24万 | 新建仓 |
| MS | MORGAN STANLEY | $22.34万 | 0.03% | 1,006 | -269 | -21.1% | -$5.97万 | 重新持有 |
| EMB | ISHARES TR | $22.38万 | 0.03% | 2,323 | -179 | -7.2% | -$1.72万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $22.45万 | 0.03% | 3,348 | -124 | -3.6% | -$8,313 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.93万 | 0.03% | 644 | -164 | -20.3% | -$5.84万 | 重新持有 |
| ZD | ZIFF DAVIS INC | $23.00万 | 0.03% | 4,276 | 4,276 | — | $23.00万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.20万 | 0.03% | 4,211 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $23.28万 | 0.03% | 4,725 | 4,725 | — | $23.28万 | 新建仓 |
| GIS | GENERAL MILLS INC | $23.43万 | 0.03% | 6,486 | 2,023 | 45.3% | $7.31万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $23.80万 | 0.03% | 1,160 | 95 | 8.9% | $1.95万 | 加仓 |
| DIS | DISNEY WALT CO | $23.85万 | 0.03% | 2,448 | -114 | -4.4% | -$1.11万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.92万 | 0.03% | 7,627 | -6,289 | -45.2% | -$19.72万 | 减仓 |
| MUB | ISHARES TR | $24.14万 | 0.03% | 2,244 | -314 | -12.3% | -$3.38万 | 减仓 |
| ALL | ALLSTATE CORP | $24.32万 | 0.03% | 979 | 979 | — | $24.32万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.38万 | 0.03% | 5,796 | 26 | 0.5% | $1,094 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.54万 | 0.03% | 5,687 | 5,687 | — | $24.54万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $24.62万 | 0.03% | 2,163 | 238 | 12.4% | $2.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.78万 | 0.03% | 3,143 | -6 | -0.2% | -$473 | 减仓 |
| EXC | EXELON CORP | $24.99万 | 0.03% | 5,311 | 5,311 | — | $24.99万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $25.08万 | 0.03% | 1,991 | 1,991 | — | $25.08万 | 新建仓 |
| AFL | AFLAC INC | $25.24万 | 0.03% | 2,095 | -158 | -7.0% | -$1.90万 | 减仓 |
| IWM | ISHARES TR | $26.05万 | 0.03% | 871 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $26.21万 | 0.03% | 807 | 3 | 0.4% | $974 | 加仓 |
| COKE | COCA COLA CONS INC | $26.34万 | 0.03% | 1,402 | 1,402 | — | $26.34万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $27.15万 | 0.03% | 607 | -14 | -2.3% | -$6,261 | 减仓 |
| PEP | PEPSICO INC | $27.18万 | 0.03% | 1,897 | -251 | -11.7% | -$3.60万 | 减仓 |
| NEU | NEWMARKET CORP | $27.25万 | 0.03% | 342 | 342 | — | $27.25万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $27.36万 | 0.03% | 4,864 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $28.19万 | 0.03% | 9,506 | -5,315 | -35.9% | -$15.76万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $28.73万 | 0.04% | 3,480 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $28.78万 | 0.04% | 7,732 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $29.17万 | 0.04% | 1,498 | 22 | 1.5% | $4,284 | 加仓 |
| WFC | WELLS FARGO & CO | $29.53万 | 0.04% | 3,376 | -8 | -0.2% | -$700 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.63万 | 0.04% | 1,066 | 1,066 | — | $29.63万 | 新建仓 |
| HEFA | ISHARES TR | $29.81万 | 0.04% | 6,371 | -761 | -10.7% | -$3.56万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $30.11万 | 0.04% | 1,710 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $30.26万 | 0.04% | 4,924 | -273 | -5.3% | -$1.68万 | 减仓 |
| SYSB | ISHARES TR | $30.46万 | 0.04% | 3,448 | 3,448 | — | $30.46万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $30.69万 | 0.04% | 826 | -19 | -2.2% | -$7,060 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $31.14万 | 0.04% | 3,203 | -145 | -4.3% | -$1.41万 | 减仓 |
| HPQ | HP INC | $31.21万 | 0.04% | 13,811 | 13,811 | — | $31.21万 | 新建仓 |
| BA | BOEING CO | $31.24万 | 0.04% | 1,332 | -62 | -4.4% | -$1.45万 | 减仓 |
| BURL | BURLINGTON STORES INC | $31.70万 | 0.04% | 1,015 | -14 | -1.4% | -$4,373 | 减仓 |
| BHP | BHP BILLITON LIMITED | $31.97万 | 0.04% | 3,822 | 152 | 4.1% | $1.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.11万 | 0.04% | 1,738 | 146 | 9.2% | $2.70万 | 加仓 |
| MMM | 3M CO | $32.14万 | 0.04% | 2,019 | 12 | 0.6% | $1,910 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.17万 | 0.04% | 770 | 79 | 11.4% | $3.30万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $32.18万 | 0.04% | 1,309 | 141 | 12.1% | $3.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.48万 | 0.04% | 3,714 | -72 | -1.9% | -$6,296 | 减仓 |
| CHYM | CHIME FINL INC | $32.54万 | 0.04% | 15,170 | 15,170 | — | $32.54万 | 新建仓 |
| BX | BLACKSTONE INC | $32.69万 | 0.04% | 2,649 | 49 | 1.9% | $6,048 | 加仓 |
| ALAB | ASTERA LABS INC | $32.97万 | 0.04% | 762 | 762 | — | $32.97万 | 新建仓 |
| ETN | EATON CORP PLC | $33.28万 | 0.04% | 805 | 37 | 4.8% | $1.53万 | 加仓 |
| RTX | RTX CORPORATION | $33.61万 | 0.04% | 1,669 | 83 | 5.2% | $1.67万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.28万 | 0.04% | 2,521 | 257 | 11.4% | $3.49万 | 加仓 |
| GE | GE AEROSPACE | $35.29万 | 0.04% | 932 | -27 | -2.8% | -$1.02万 | 减仓 |
| AMGN | AMGEN INC | $35.31万 | 0.04% | 964 | -53 | -5.2% | -$1.94万 | 减仓 |
| GEV | GE VERNOVA INC | $36.41万 | 0.04% | 316 | 14 | 4.6% | $1.61万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.06万 | 0.05% | 3,969 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $38.01万 | 0.05% | 1,348 | 380 | 39.3% | $10.72万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $38.40万 | 0.05% | 5,085 | -415 | -7.5% | -$3.13万 | 减仓 |
| STIP | ISHARES TR | $38.66万 | 0.05% | 3,815 | -173 | -4.3% | -$1.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.96万 | 0.05% | 3,015 | -2,188 | -42.1% | -$29.00万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.36万 | 0.05% | 15,345 | 15,345 | — | $40.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $40.41万 | 0.05% | 2,962 | -14,899 | -83.4% | -$203.28万 | 减仓 |
| IWR | ISHARES TR | $41.35万 | 0.05% | 3,738 | -115 | -3.0% | -$1.27万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $44.47万 | 0.05% | 4,419 | -627 | -12.4% | -$6.31万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $45.41万 | 0.06% | 829 | 77 | 10.2% | $4.22万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.76万 | 0.06% | 847 | 847 | — | $46.76万 | 新建仓 |
| HRB | BLOCK H & R INC | $47.43万 | 0.06% | 12,094 | 4,666 | 62.8% | $18.30万 | 加仓 |
| FIX | COMFORT SYS USA INC | $47.87万 | 0.06% | 267 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $48.18万 | 0.06% | 1,588 | 74 | 4.9% | $2.25万 | 加仓 |