Auxano Advisors, LLC
BELLEVUE WA · SEC CIK 0001811491
$5.28亿2026Q2 申报市值
207持仓数
54.5%前十大占比 · 第一大 11.4%
21 / 13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
MSFT 加仓+$569.79万
NEM 加仓+$364.31万
KGC 加仓+$139.36万
IQLT 加仓+$124.12万
SSRM 新建仓+$85.24万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$982.22万
COST 减仓-$367.27万
URTH 减仓-$269.34万
PHYS 减仓-$235.01万
VOT 减仓-$208.69万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $76.20万 | 0.14% | 5,457 | -967 | -15.1% | -$13.50万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $75.47万 | 0.14% | 8,232 | -9 | -0.1% | -$825 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $75.43万 | 0.14% | 3,760 | -65 | -1.7% | -$1.30万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $73.53万 | 0.14% | 2,718 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $70.90万 | 0.13% | 4,838 | 120 | 2.5% | $1.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $68.67万 | 0.13% | 679 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $67.72万 | 0.13% | 5,979 | 105 | 1.8% | $1.19万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $65.99万 | 0.13% | 3,754 | -11 | -0.3% | -$1,934 | 减仓 |
| MPC | MARATHON PETE CORP | $65.66万 | 0.12% | 2,568 | -34 | -1.3% | -$8,693 | 减仓 |
| GLD | SPDR GOLD TR | $63.88万 | 0.12% | 1,734 | -616 | -26.2% | -$22.69万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $62.87万 | 0.12% | 4,700 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $61.86万 | 0.12% | 9,969 | -58 | -0.6% | -$3,599 | 减仓 |
| MS | MORGAN STANLEY | $61.44万 | 0.12% | 2,939 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $61.21万 | 0.12% | 11,574 | -2,206 | -16.0% | -$11.67万 | 减仓 |
| URTH | ISHARES INC | $61.12万 | 0.12% | 3,016 | -13,291 | -81.5% | -$269.34万 | 减仓 |
| DBEF | DBX ETF TR | $60.75万 | 0.12% | 11,120 | 170 | 1.6% | $9,287 | 加仓 |
| AMGN | AMGEN INC | $60.33万 | 0.11% | 1,666 | 2 | 0.1% | $724 | 加仓 |
| PEP | PEPSICO INC | $58.99万 | 0.11% | 4,357 | -70 | -1.6% | -$9,478 | 减仓 |
| KO | COCA COLA CO | $58.85万 | 0.11% | 7,242 | 7,242 | — | $58.85万 | 新建仓 |
| WFC | WELLS FARGO & CO | $58.39万 | 0.11% | 7,065 | -6 | -0.1% | -$496 | 减仓 |
| DEO | DIAGEO PLC | $56.46万 | 0.11% | 7,024 | 100 | 1.4% | $8,038 | 加仓 |
| LRCX | LAM RESEARCH CORP | $54.25万 | 0.10% | 1,252 | 1,252 | — | $54.25万 | 新建仓 |
| IWF | ISHARES TR | $54.14万 | 0.10% | 4,360 | 1,460 | 50.3% | $18.13万 | 加仓 |
| OKE | ONEOK INC NEW | $51.29万 | 0.10% | 5,900 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $50.88万 | 0.10% | 30,000 | -74,000 | -71.2% | -$125.50万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $50.86万 | 0.10% | 520 | 65 | 14.3% | $6.36万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $50.58万 | 0.10% | 1,807 | -44 | -2.4% | -$1.23万 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $49.94万 | 0.09% | 26,850 | -6,800 | -20.2% | -$12.65万 | 减仓 |
| IJH | ISHARES TR | $49.10万 | 0.09% | 6,367 | 15 | 0.2% | $1,157 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $48.83万 | 0.09% | 2,636 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $48.24万 | 0.09% | 1,660 | -653 | -28.2% | -$18.98万 | 减仓 |
| LEA | LEAR CORP | $47.89万 | 0.09% | 3,572 | 40 | 1.1% | $5,362 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $47.88万 | 0.09% | 3,593 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.63万 | 0.09% | 12,956 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $47.52万 | 0.09% | 933 | 11 | 1.2% | $5,602 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $47.37万 | 0.09% | 12,447 | 32 | 0.3% | $1,218 | 加仓 |
| AR | ANTERO RESOURCES CORP | $45.34万 | 0.09% | 12,902 | 212 | 1.7% | $7,450 | 加仓 |
| RELY | REMITLY GLOBAL INC | $45.08万 | 0.09% | 20,118 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $42.31万 | 0.08% | 7,966 | -518 | -6.1% | -$2.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.02万 | 0.08% | 987 | 94 | 10.5% | $3.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $40.63万 | 0.08% | 552 | -280 | -33.7% | -$20.61万 | 减仓 |
| NFLX | NETFLIX INC. | $40.31万 | 0.08% | 5,646 | -389 | -6.4% | -$2.78万 | 减仓 |
| TGT | TARGET CORP | $39.59万 | 0.08% | 3,031 | -45 | -1.5% | -$5,877 | 减仓 |
| NEWP | NEW PAC METALS CORP | $39.40万 | 0.07% | 98,000 | -106,000 | -52.0% | -$42.61万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.15万 | 0.07% | 831 | -1 | -0.1% | -$459 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.60万 | 0.07% | 520 | 520 | — | $37.60万 | 新建仓 |
| INFL | LISTED FDS TR | $37.59万 | 0.07% | 7,536 | -173 | -2.2% | -$8,629 | 减仓 |
| PCAR | PACCAR INC | $37.13万 | 0.07% | 3,091 | 0 | 0.0% | — | 不变 |
| FRWD | NOMURA ETF TR | $36.72万 | 0.07% | 10,884 | 10,884 | — | $36.72万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $36.56万 | 0.07% | 2,072 | 37 | 1.8% | $6,529 | 加仓 |
| ALL | ALLSTATE CORP | $36.36万 | 0.07% | 1,528 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $35.43万 | 0.07% | 8,367 | -314 | -3.6% | -$1.33万 | 减仓 |
| GE | GE AEROSPACE | $35.39万 | 0.07% | 947 | 3 | 0.3% | $1,121 | 加仓 |
| BA | BOEING CO | $35.18万 | 0.07% | 1,625 | -327 | -16.8% | -$7.08万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $34.15万 | 0.06% | 876 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $33.66万 | 0.06% | 790 | 2 | 0.3% | $852 | 加仓 |
| SOLV | SOLVENTUM CORP | $32.19万 | 0.06% | 4,173 | 4,173 | — | $32.19万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $29.96万 | 0.06% | 24,339 | 498 | 2.1% | $6,131 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.73万 | 0.06% | 10,266 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $29.42万 | 0.06% | 975 | 975 | — | $29.42万 | 新建仓 |
| ZTS | ZOETIS INC | $29.06万 | 0.06% | 4,044 | 755 | 23.0% | $5.43万 | 加仓 |
| TER | TERADYNE INC | $28.84万 | 0.05% | 596 | 596 | — | $28.84万 | 新建仓 |
| GEV | GE VERNOVA INC | $28.55万 | 0.05% | 243 | 5 | 2.1% | $5,874 | 加仓 |
| AON | AON PLC | $28.49万 | 0.05% | 859 | 51 | 6.3% | $1.69万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $27.24万 | 0.05% | 2,152 | -5 | -0.2% | -$633 | 减仓 |
| MMM | 3M CO | $26.54万 | 0.05% | 1,639 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.41万 | 0.05% | 3,009 | -123 | -3.9% | -$1.08万 | 减仓 |
| HON | HONEYWELL INTL INC | $26.31万 | 0.05% | 1,175 | -1,158 | -49.6% | -$25.93万 | 减仓 |
| CRM | SALESFORCE INC | $26.26万 | 0.05% | 1,676 | -28 | -1.6% | -$4,386 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $25.84万 | 0.05% | 1,169 | 1,169 | — | $25.84万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $25.80万 | 0.05% | 1,626 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $25.47万 | 0.05% | 112 | 112 | — | $25.47万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $25.25万 | 0.05% | 765 | -13 | -1.7% | -$4,292 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $25.13万 | 0.05% | 737 | 737 | — | $25.13万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $25.05万 | 0.05% | 10,377 | 10,377 | — | $25.05万 | 新建仓 |
| HPQ | HP INC | $25.00万 | 0.05% | 11,396 | 667 | 6.2% | $1.46万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $24.96万 | 0.05% | 5,398 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.89万 | 0.05% | 10,337 | -45 | -0.4% | -$1,084 | 减仓 |
| LOW | LOWES COS INC | $24.85万 | 0.05% | 1,127 | -30 | -2.6% | -$6,615 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.82万 | 0.05% | 13,151 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $24.80万 | 0.05% | 7,737 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $24.60万 | 0.05% | 915 | -30 | -3.2% | -$8,066 | 减仓 |
| O | REALTY INCOME CORP | $24.38万 | 0.05% | 3,935 | 200 | 5.4% | $1.24万 | 加仓 |
| LIN | LINDE PLC | $24.23万 | 0.05% | 467 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $24.12万 | 0.05% | 491 | 491 | — | $24.12万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $23.63万 | 0.04% | 1,626 | 1 | 0.1% | $145 | 加仓 |
| CAT | CATERPILLAR INC | $23.11万 | 0.04% | 217 | 217 | — | $23.11万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.91万 | 0.04% | 3,184 | 3,184 | — | $22.91万 | 新建仓 |
| GLW | CORNING INC | $22.50万 | 0.04% | 881 | 881 | — | $22.50万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $22.49万 | 0.04% | 607 | 607 | — | $22.49万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.19万 | 0.04% | 323 | -87 | -21.2% | -$5.98万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $22.00万 | 0.04% | 2,004 | -75 | -3.6% | -$8,233 | 减仓 |
| ENOV | ENOVIS CORPORATION | $21.73万 | 0.04% | 10,498 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $21.69万 | 0.04% | 5,961 | 5,961 | — | $21.69万 | 新建仓 |
| IWO | ISHARES TR | $21.55万 | 0.04% | 547 | 547 | — | $21.55万 | 新建仓 |
| NKE | NIKE INC | $21.43万 | 0.04% | 5,220 | -1,153 | -18.1% | -$4.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.16万 | 0.04% | 422 | -72 | -14.6% | -$3.61万 | 减仓 |
| IWV | ISHARES TR | $20.89万 | 0.04% | 490 | -176 | -26.4% | -$7.50万 | 减仓 |
| SO | SOUTHERN CO | $20.81万 | 0.04% | 2,174 | -131 | -5.7% | -$1.25万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $20.77万 | 0.04% | 4,316 | 0 | 0.0% | — | 不变 |