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 |
|---|---|---|---|---|---|---|---|---|
| — | ESPERION THERAPEUTICS INC NE | $3.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $2.28万 | 0.00% | 12,392 | -1,237 | -9.1% | -$2,276 | 减仓 |
| — | RENOVORX INC | $1.26万 | 0.00% | 13,279 | 0 | 0.0% | — | 不变 |
| 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 |