Auxano Advisors, LLC
BELLEVUE WA · SEC CIK 0001811491
$5.01亿2026Q1 申报市值
199持仓数
56.2%前十大占比 · 第一大 10.5%
16 / 8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
QLTY 加仓+$1,238.89万
TSLA 加仓+$384.87万
IQLT 加仓+$300.50万
FNDF 加仓+$295.79万
JVAL 加仓+$289.37万
2026Q1 卖出最多 按季末市值估算
IWY 减仓-$1,490.85万
SGDM 减仓-$315.16万
JMST 减仓-$202.00万
SVM 减仓-$189.02万
EXPE 减仓-$105.79万
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 |
|---|---|---|---|---|---|---|---|---|
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -7,888 | -100.0% | -$103.10万 | 清仓 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -110,000 | -100.0% | -$48.51万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -8,767 | -100.0% | -$34.53万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,055 | -100.0% | -$31.77万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,400 | -100.0% | -$23.98万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,504 | -100.0% | -$23.88万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -970 | -100.0% | -$22.09万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,843 | -100.0% | -$20.80万 | 清仓 |
| RZLT | REZOLUTE INC | $3.05万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $8.93万 | 0.02% | 11,001 | -25 | -0.2% | -$203 | 减仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $17.36万 | 0.03% | 24,315 | -140 | -0.6% | -$1,000 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $20.06万 | 0.04% | 2,079 | 2,079 | — | $20.06万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $20.17万 | 0.04% | 4,316 | 4,316 | — | $20.17万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.45万 | 0.04% | 2,526 | 129 | 5.4% | $1.04万 | 重新持有 |
| HPQ | HP INC | $20.61万 | 0.04% | 10,729 | 1,422 | 15.3% | $2.73万 | 加仓 |
| GEV | GE VERNOVA INC | $20.78万 | 0.04% | 238 | 238 | — | $20.78万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $21.22万 | 0.04% | 7,737 | 7,737 | — | $21.22万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $21.31万 | 0.04% | 1,625 | 5 | 0.3% | $656 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $21.78万 | 0.04% | 945 | -54 | -5.4% | -$1.24万 | 减仓 |
| SO | SOUTHERN CO | $22.25万 | 0.04% | 2,305 | -2,066 | -47.3% | -$19.94万 | 减仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $22.57万 | 0.05% | 5,398 | 5,398 | — | $22.57万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $22.69万 | 0.05% | 778 | 2 | 0.3% | $583 | 加仓 |
| O | REALTY INCOME CORP | $22.85万 | 0.05% | 3,735 | 3,735 | — | $22.85万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.97万 | 0.05% | 800 | 47 | 6.2% | $1.35万 | 加仓 |
| LIN | LINDE PLC | $23.15万 | 0.05% | 467 | -137 | -22.7% | -$6.79万 | 重新持有 |
| MMM | 3M CO | $23.80万 | 0.05% | 1,639 | -2 | -0.1% | -$290 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $23.84万 | 0.05% | 1,626 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION | $23.88万 | 0.05% | 10,498 | -224 | -2.1% | -$5,096 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $24.00万 | 0.05% | 57 | -2 | -3.4% | -$8,421 | 减仓 |
| VTI | VANGUARD INDEX FDS | $24.11万 | 0.05% | 751 | -36 | -4.6% | -$1.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.16万 | 0.05% | 893 | 138 | 18.3% | $3.73万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.28万 | 0.05% | 494 | -21 | -4.1% | -$1.03万 | 减仓 |
| SYK | STRYKER CORPORATION | $24.35万 | 0.05% | 741 | -1 | -0.1% | -$329 | 减仓 |
| VOO | VANGUARD INDEX FDS | $24.50万 | 0.05% | 410 | 410 | — | $24.50万 | 新建仓 |
| IWV | ISHARES TR | $24.67万 | 0.05% | 666 | -60 | -8.3% | -$2.22万 | 减仓 |
| NEM | NEWMONT CORP | $25.56万 | 0.05% | 2,361 | 2,361 | — | $25.56万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.77万 | 0.05% | 10,266 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $26.08万 | 0.05% | 808 | 808 | — | $26.08万 | 新建仓 |
| MCD | MCDONALDS CORP | $26.25万 | 0.05% | 844 | -120 | -12.4% | -$3.73万 | 减仓 |
| GE | GE AEROSPACE | $26.79万 | 0.05% | 944 | -29 | -3.0% | -$8,229 | 减仓 |
| AGG | ISHARES TR | $26.91万 | 0.05% | 2,711 | 2,711 | — | $26.91万 | 新建仓 |
| LOW | LOWES COS INC | $27.34万 | 0.05% | 1,157 | -32 | -2.7% | -$7,561 | 减仓 |
| ETN | EATON CORP PLC | $28.18万 | 0.06% | 788 | -3 | -0.4% | -$1,073 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $28.24万 | 0.06% | 2,157 | 8 | 0.4% | $1,048 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.34万 | 0.06% | 1,393 | -38 | -2.7% | -$7,730 | 减仓 |
| INTC | INTEL CORP | $28.35万 | 0.06% | 6,424 | -1,315 | -17.0% | -$5.80万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $28.73万 | 0.06% | 23,841 | 764 | 3.3% | $9,206 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.09万 | 0.06% | 3,132 | 130 | 4.3% | $1.21万 | 加仓 |
| PFE | PFIZER INC | $29.15万 | 0.06% | 10,382 | 120 | 1.2% | $3,370 | 加仓 |
| VZLA | VIZSLA SILVER CORP | $29.70万 | 0.06% | 90,000 | -25,000 | -21.7% | -$8.25万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $30.89万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $30.91万 | 0.06% | 725 | 17 | 2.4% | $7,249 | 加仓 |
| RELY | REMITLY GLOBAL INC | $31.52万 | 0.06% | 20,118 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $31.68万 | 0.06% | 1,528 | -138 | -8.3% | -$2.86万 | 减仓 |
| CRM | SALESFORCE INC | $31.81万 | 0.06% | 1,704 | 180 | 11.8% | $3.36万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $32.08万 | 0.06% | 13,151 | 13,151 | — | $32.08万 | 新建仓 |
| WIX | WIX COM LTD | $33.30万 | 0.07% | 3,697 | 1,560 | 73.0% | $14.05万 | 加仓 |
| NKE | NIKE INC | $33.66万 | 0.07% | 6,373 | -59 | -0.9% | -$3,116 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.84万 | 0.07% | 1,031 | 272 | 35.8% | $9.19万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $35.02万 | 0.07% | 2,035 | -134 | -6.2% | -$2.31万 | 减仓 |
| PCAR | PACCAR INC | $35.70万 | 0.07% | 3,091 | 15 | 0.5% | $1,733 | 加仓 |
| TGT | TARGET CORP | $37.28万 | 0.07% | 3,076 | -117 | -3.7% | -$1.42万 | 减仓 |
| BA | BOEING CO | $38.85万 | 0.08% | 1,952 | 162 | 9.1% | $3.22万 | 加仓 |
| ZTS | ZOETIS INC | $38.88万 | 0.08% | 3,289 | 40 | 1.2% | $4,728 | 重新持有 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $39.80万 | 0.08% | 3,593 | 3,593 | — | $39.80万 | 新建仓 |
| INFL | LISTED FDS TR | $40.13万 | 0.08% | 7,709 | -1,513 | -16.4% | -$7.88万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $40.26万 | 0.08% | 12,415 | 24 | 0.2% | $778 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $40.34万 | 0.08% | 832 | -8 | -1.0% | -$3,879 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $40.73万 | 0.08% | 455 | 33 | 7.8% | $2.95万 | 加仓 |
| B | BARRICK MNG CORP | $40.99万 | 0.08% | 10,048 | 10,048 | — | $40.99万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $41.46万 | 0.08% | 876 | -14 | -1.6% | -$6,625 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $42.33万 | 0.08% | 33,650 | 4,500 | 15.4% | $5.66万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $42.63万 | 0.09% | 2,636 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $42.77万 | 0.09% | 3,532 | -75 | -2.1% | -$9,081 | 减仓 |
| IJH | ISHARES TR | $42.89万 | 0.09% | 6,352 | 208 | 3.4% | $1.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $43.58万 | 0.09% | 8,681 | 3,245 | 59.7% | $16.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.01万 | 0.10% | 832 | 11 | 1.3% | $6,347 | 加仓 |
| MS | MORGAN STANLEY | $48.37万 | 0.10% | 2,939 | -188 | -6.0% | -$3.09万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $49.03万 | 0.10% | 12,956 | 1,000 | 8.4% | $3.78万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $49.22万 | 0.10% | 2,482 | 169 | 7.3% | $3.35万 | 加仓 |
| CNC | CENTENE CORP DEL | $50.71万 | 0.10% | 15,488 | -549 | -3.4% | -$1.80万 | 减仓 |
| DEO | DIAGEO PLC | $51.55万 | 0.10% | 6,924 | 2,381 | 52.4% | $17.73万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $51.98万 | 0.10% | 8,484 | 3 | 0.0% | $184 | 加仓 |
| — | HONEYWELL INTL INC | $52.73万 | 0.11% | 2,333 | 338 | 16.9% | $7.64万 | 加仓 |
| OKE | ONEOK INC NEW | $53.33万 | 0.11% | 5,900 | 23 | 0.4% | $2,079 | 加仓 |
| AR | ANTERO RESOURCES CORP | $53.86万 | 0.11% | 12,690 | 2,250 | 21.6% | $9.55万 | 加仓 |
| DBEF | DBX ETF TR | $54.09万 | 0.11% | 10,950 | -1,150 | -9.5% | -$5.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $56.29万 | 0.11% | 7,071 | -670 | -8.7% | -$5.33万 | 减仓 |
| KMX | CARMAX INC | $57.30万 | 0.11% | 13,780 | 531 | 4.0% | $2.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.44万 | 0.11% | 679 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $57.56万 | 0.11% | 2,313 | -59,912 | -96.3% | -$1,490.85万 | 减仓 |
| NFLX | NETFLIX INC. | $58.02万 | 0.12% | 6,035 | -133 | -2.2% | -$1.28万 | 减仓 |
| AMGN | AMGEN INC | $58.55万 | 0.12% | 1,664 | -10 | -0.6% | -$3,519 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $62.90万 | 0.13% | 922 | 1 | 0.1% | $682 | 加仓 |
| MPC | MARATHON PETE CORP | $63.54万 | 0.13% | 2,602 | -28 | -1.1% | -$6,837 | 减仓 |
| FTAI | FTAI AVIATION LTD | $66.59万 | 0.13% | 2,718 | -11 | -0.4% | -$2,695 | 减仓 |
| SSNC | SS&C TECH HLDGS | $67.75万 | 0.14% | 10,027 | -1,286 | -11.4% | -$8.69万 | 减仓 |
| PEP | PEPSICO INC | $68.75万 | 0.14% | 4,427 | 100 | 2.3% | $1.55万 | 加仓 |
| ORCL | ORACLE CORP | $69.41万 | 0.14% | 4,718 | -3,483 | -42.5% | -$51.24万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $69.78万 | 0.14% | 3,825 | 167 | 4.6% | $3.05万 | 加仓 |