Navalign, LLC
ENCINO CA · SEC CIK 0001820593
$3.96亿2026Q1 申报市值
127持仓数
55.3%前十大占比 · 第一大 11.9%
2 / 377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+$208.82万
FBND 加仓+$180.23万
VNQ 加仓+$166.45万
NOW 加仓+$121.80万
VIGI 加仓+$100.68万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$246.68万
BUFR 减仓-$219.11万
GUNR 减仓-$155.62万
PYPL 清仓-$95.80万
ADBE 清仓-$88.90万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $24.00万 | 0.06% | 1,546 | 5 | 0.3% | $776 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.41万 | 0.06% | 1,007 | -150 | -13.0% | -$3.64万 | 减仓 |
| AZN | ASTRAZENECA PLC | $25.88万 | 0.07% | 1,312 | 1,312 | — | $25.88万 | 新建仓 |
| CAT | CATERPILLAR INC | $26.21万 | 0.07% | 370 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.55万 | 0.07% | 1,666 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $27.92万 | 0.07% | 2,468 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $28.10万 | 0.07% | 5,550 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $28.67万 | 0.07% | 3,581 | 3,461 | 2,884.2% | $27.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.34万 | 0.08% | 1,121 | -28 | -2.4% | -$7,577 | 减仓 |
| LOW | LOWES COS INC | $30.70万 | 0.08% | 1,299 | 120 | 10.2% | $2.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.84万 | 0.08% | 669 | -244 | -26.7% | -$11.25万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $31.00万 | 0.08% | 6,132 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $32.92万 | 0.08% | 1,020 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $34.26万 | 0.09% | 1,623 | -27 | -1.6% | -$5,700 | 减仓 |
| TSLA | TESLA INC | $39.33万 | 0.10% | 1,058 | -47 | -4.3% | -$1.75万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $40.40万 | 0.10% | 22,800 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $40.43万 | 0.10% | 3,069 | -540 | -15.0% | -$7.11万 | 减仓 |
| — | SIMULATIONS PLUS INC | $41.38万 | 0.10% | 35,006 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $43.82万 | 0.11% | 8,902 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.89万 | 0.11% | 2,983 | 153 | 5.4% | $2.25万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $44.12万 | 0.11% | 1,229 | 4 | 0.3% | $1,436 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.44万 | 0.11% | 4,785 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $45.42万 | 0.11% | 909 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.10万 | 0.12% | 1,437 | 14 | 1.0% | $4,491 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $47.39万 | 0.12% | 4,348 | 3,011 | 225.2% | $32.82万 | 加仓 |
| ABBV | ABBVIE INC | $51.13万 | 0.13% | 2,351 | -175 | -6.9% | -$3.81万 | 减仓 |
| IEFA | ISHARES TR | $51.91万 | 0.13% | 5,734 | -62 | -1.1% | -$5,613 | 减仓 |
| WMT | WALMART INC | $55.19万 | 0.14% | 4,441 | -19,849 | -81.7% | -$246.68万 | 减仓 |
| — | RESEARCH SOLUTIONS INC | $56.75万 | 0.14% | 251,126 | 152,546 | 154.7% | $34.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.16万 | 0.15% | 1,331 | -29 | -2.1% | -$1.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.31万 | 0.15% | 1,009 | -12 | -1.2% | -$7,173 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $62.57万 | 0.16% | 8,805 | 371 | 4.4% | $2.64万 | 加仓 |
| USRT | ISHARES TR | $63.09万 | 0.16% | 10,659 | 8,248 | 342.1% | $48.82万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $66.11万 | 0.17% | 10,535 | 416 | 4.1% | $2.61万 | 加仓 |
| NKE | NIKE INC | $66.23万 | 0.17% | 12,538 | -6,045 | -32.5% | -$31.93万 | 减仓 |
| ZTS | ZOETIS INC | $67.42万 | 0.17% | 5,704 | 208 | 3.8% | $2.46万 | 加仓 |
| ADSK | AUTODESK INC | $70.00万 | 0.18% | 2,924 | 101 | 3.6% | $2.42万 | 加仓 |
| BXP | BXP INC | $72.62万 | 0.18% | 13,992 | 936 | 7.2% | $4.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.25万 | 0.19% | 1,612 | -152 | -8.6% | -$7.28万 | 减仓 |
| IVV | ISHARES TR | $77.47万 | 0.20% | 1,186 | -65 | -5.2% | -$4.25万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $82.27万 | 0.21% | 8,101 | 36 | 0.4% | $3,656 | 加仓 |
| MET | METLIFE INC | $83.64万 | 0.21% | 11,827 | 217 | 1.9% | $1.53万 | 加仓 |
| D | DOMINION ENERGY INC | $87.96万 | 0.22% | 14,229 | 162 | 1.2% | $1.00万 | 加仓 |
| IWM | ISHARES TR | $89.03万 | 0.22% | 3,590 | 5 | 0.1% | $1,240 | 加仓 |
| AMT | AMERICAN TOWER CORP | $89.48万 | 0.23% | 5,185 | -107 | -2.0% | -$1.85万 | 减仓 |
| KKR | KKR & CO INC | $96.60万 | 0.24% | 10,443 | 10,443 | — | $96.60万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $98.76万 | 0.25% | 10,509 | -13 | -0.1% | -$1,222 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $100.02万 | 0.25% | 863 | 44 | 5.4% | $5.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.82万 | 0.26% | 1,612 | -8 | -0.5% | -$5,202 | 减仓 |
| FDX | FEDEX CORP | $108.19万 | 0.27% | 3,038 | -94 | -3.0% | -$3.35万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $111.20万 | 0.28% | 11,303 | -10 | -0.1% | -$984 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $114.95万 | 0.29% | 273 | 3 | 1.1% | $1.26万 | 加仓 |
| DAL | DELTA AIR LINES INC | $116.06万 | 0.29% | 17,458 | -432 | -2.4% | -$2.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $117.22万 | 0.30% | 2,385 | 83 | 3.6% | $4.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $119.19万 | 0.30% | 6,533 | -871 | -11.8% | -$15.89万 | 减仓 |
| FE | FIRSTENERGY CORP | $119.96万 | 0.30% | 23,680 | 473 | 2.0% | $2.40万 | 加仓 |
| CSX | CSX CORP | $121.48万 | 0.31% | 29,594 | -90 | -0.3% | -$3,695 | 减仓 |
| CRM | SALESFORCE INC | $121.62万 | 0.31% | 6,515 | 77 | 1.2% | $1.44万 | 加仓 |
| NOW | SERVICENOW INC | $122.53万 | 0.31% | 11,720 | 11,650 | 16,642.9% | $121.80万 | 加仓 |
| SBUX | STARBUCKS CORP | $122.94万 | 0.31% | 13,723 | 422 | 3.2% | $3.78万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $123.49万 | 0.31% | 7,703 | 466 | 6.4% | $7.47万 | 加仓 |
| CSCO | CISCO SYS INC | $129.53万 | 0.33% | 16,694 | 965 | 6.1% | $7.49万 | 加仓 |
| LIN | LINDE PLC | $138.38万 | 0.35% | 2,791 | -44 | -1.6% | -$2.18万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $139.04万 | 0.35% | 10,607 | 67 | 0.6% | $8,782 | 加仓 |
| BAC | BANK AMERICA CORP | $139.16万 | 0.35% | 28,545 | -47 | -0.2% | -$2,291 | 减仓 |
| COP | CONOCOPHILLIPS | $140.58万 | 0.35% | 10,650 | 44 | 0.4% | $5,808 | 加仓 |
| — | HONEYWELL INTL INC | $145.60万 | 0.37% | 6,442 | 16 | 0.2% | $3,616 | 加仓 |
| UNP | UNION PAC CORP | $147.29万 | 0.37% | 6,071 | 64 | 1.1% | $1.55万 | 加仓 |
| PSX | PHILLIPS 66 | $150.97万 | 0.38% | 8,287 | 16 | 0.2% | $2,915 | 加仓 |
| CI | THE CIGNA GROUP | $153.12万 | 0.39% | 5,740 | 719 | 14.3% | $19.18万 | 加仓 |
| LLY | ELI LILLY & CO | $160.32万 | 0.40% | 1,743 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $164.24万 | 0.41% | 7,858 | -191 | -2.4% | -$3.99万 | 减仓 |
| TJX | TJX COS INC NEW | $168.71万 | 0.43% | 10,564 | -272 | -2.5% | -$4.34万 | 减仓 |
| KO | COCA COLA CO | $169.33万 | 0.43% | 22,266 | -2,631 | -10.6% | -$20.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $176.44万 | 0.44% | 12,215 | 1,041 | 9.3% | $15.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $176.71万 | 0.45% | 24,567 | 986 | 4.2% | $7.09万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $178.21万 | 0.45% | 35,720 | 1,231 | 3.6% | $6.14万 | 加仓 |
| BLK | BLACKROCK INC | $180.32万 | 0.45% | 1,875 | 92 | 5.2% | $8.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $182.71万 | 0.46% | 2,160 | -157 | -6.8% | -$13.28万 | 减仓 |
| MRK | MERCK & CO INC | $191.56万 | 0.48% | 15,925 | 219 | 1.4% | $2.63万 | 加仓 |
| GOOG | ALPHABET INC | $193.09万 | 0.49% | 6,731 | -141 | -2.1% | -$4.04万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $195.18万 | 0.49% | 14,905 | -462 | -3.0% | -$6.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $199.39万 | 0.50% | 2,001 | 51 | 2.6% | $5.08万 | 加仓 |
| NFLX | NETFLIX INC. | $203.03万 | 0.51% | 21,116 | 1,383 | 7.0% | $13.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.11万 | 0.51% | 37,579 | -438 | -1.2% | -$2.37万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $214.82万 | 0.54% | 27,397 | -198 | -0.7% | -$1.55万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $220.72万 | 0.56% | 65,359 | -64,883 | -49.8% | -$219.11万 | 减仓 |
| MCK | MCKESSON CORP | $255.57万 | 0.64% | 2,953 | -230 | -7.2% | -$19.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $258.41万 | 0.65% | 8,785 | -220 | -2.4% | -$6.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $264.98万 | 0.67% | 7,158 | 260 | 3.8% | $9.62万 | 加仓 |
| AVGO | BROADCOM INC | $280.23万 | 0.71% | 9,054 | -518 | -5.4% | -$16.03万 | 减仓 |
| AMZN | AMAZON COM INC | $282.23万 | 0.71% | 13,551 | 202 | 1.5% | $4.21万 | 加仓 |
| SGOV | ISHARES TR | $283.96万 | 0.72% | 28,210 | 20,745 | 277.9% | $208.82万 | 加仓 |
| V | VISA INC | $325.99万 | 0.82% | 10,786 | 181 | 1.7% | $5.47万 | 加仓 |
| GOOGL | ALPHABET INC | $416.19万 | 1.05% | 14,473 | -759 | -5.0% | -$21.83万 | 减仓 |
| META | META PLATFORMS INC | $447.94万 | 1.13% | 7,829 | -42 | -0.5% | -$2.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $766.05万 | 1.93% | 43,925 | -989 | -2.2% | -$17.25万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $799.85万 | 2.02% | 130,438 | 9,594 | 7.9% | $58.83万 | 加仓 |
| AMGN | AMGEN INC | $800.24万 | 2.02% | 22,744 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $807.05万 | 2.04% | 42,051 | 479 | 1.2% | $9.19万 | 加仓 |