13F 机构持仓

Enclave Advisors LLC

AUSTIN TX · SEC CIK 0001836110

2026Q22026Q1 更早 9 个季度 🔒
$7.90亿2026Q2 申报市值
133持仓数
51.2%前十大占比 · 第一大 8.8%
13 / 13新建仓 / 清仓
申报市值走势$7.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 8.8%
IWB 8.3%
JPIE 5.6%
VIG 5.2%
XAR 5.1%
VO 4.6%
QQQM 4.2%
VGT 4.1%
VUG 2.7%
VEA 2.6%

2026Q2 买入最多 按季末市值估算

SCHV 加仓+$1,125.44万
QQQM 加仓+$978.05万
VTV 新建仓+$880.31万
SCHM 加仓+$573.07万
JPIE 加仓+$379.56万

2026Q2 卖出最多 按季末市值估算

VIG 减仓-$1,698.05万
VGIT 减仓-$1,469.58万
VO 减仓-$594.60万
SCHD 减仓-$461.31万
PSLV 重新持有-$289.22万

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
VONE VANGUARD SCOTTSDALE FDS $306.58万0.39%9,051 00.0% — 不变
HD HOME DEPOT INC $316.65万0.40%8,978 -70-0.8% -$2.47万 减仓
ET ENERGY TRANSFER L P $336.63万0.43%176,063 -5,427-3.0% -$10.38万 减仓
WPM WHEATON PRECIOUS METALS CORP $370.66万0.47%33,000 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP 看跌期权 $370.66万0.47%33,000 00.0% — 不变
CAT CATERPILLAR INC $389.56万0.49%3,658 1915.5% $20.34万 加仓
VUSB VANGUARD BD INDEX FDS $453.41万0.57%91,082 8,51010.3% $42.36万 加仓
SCHF SCHWAB STRATEGIC TR $491.90万0.62%177,581 1,1400.6% $3.16万 加仓
IWF ISHARES TR $492.36万0.62%39,652 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $497.59万0.63%6,663 -3-0.0% -$2,240 减仓
PLTR PALANTIR TECHNOLOGIES INC $534.08万0.68%45,777 -73-0.2% -$8,517 减仓
AEM AGNICO EAGLE MINES LTD 看跌期权 $589.49万0.75%38,000 -3,400-8.2% -$52.74万 减仓
AEM AGNICO EAGLE MINES LTD $589.49万0.75%38,000 -3,400-8.2% -$52.74万 减仓
MSFT MICROSOFT CORP $594.36万0.75%15,934 -3,983-20.0% -$148.57万 减仓
VCRB VANGUARD MALVERN FDS $606.22万0.77%78,493 30,63864.0% $236.62万 加仓
SCHM SCHWAB STRATEGIC TR $617.97万0.78%167,608 155,4311,276.4% $573.07万 加仓
XLE SELECT SECTOR SPDR TR $636.98万0.81%119,936 -14,155-10.6% -$75.18万 减仓
NEM NEWMONT CORP 看跌期权 $694.90万0.88%74,400 00.0% — 不变
NEM NEWMONT CORP $696.55万0.88%74,577 00.0% — 不变
IJR ISHARES TR $712.23万0.90%48,023 6,50415.7% $96.46万 加仓
GOOGL ALPHABET INC $798.80万1.01%22,352 -7-0.0% -$2,502 减仓
VTV VANGUARD INDEX FDS $880.31万1.11%40,394 40,394— $880.31万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $892.56万1.13%176,500 18,79211.9% $95.03万 加仓
AAPL APPLE INC $929.95万1.18%32,138 6152.0% $17.80万 加仓
— EXXON MOBIL CORP $978.79万1.24%71,591 -1,002-1.4% -$13.70万 减仓
IDV ISHARES TR $999.26万1.26%241,193 64,32136.4% $266.48万 加仓
KO COCA COLA CO $1,060.05万1.34%130,435 00.0% — 不变
NVDA NVIDIA CORPORATION $1,113.15万1.41%55,632 -188-0.3% -$3.76万 减仓
SCHV SCHWAB STRATEGIC TR $1,299.41万1.64%373,287 323,310646.9% $1,125.44万 加仓
SCHX SCHWAB STRATEGIC TR $1,344.03万1.70%456,688 1,9870.4% $5.85万 加仓
VOO VANGUARD INDEX FDS $1,520.24万1.92%22,135 1140.5% $7.83万 加仓
IJH ISHARES TR $1,589.09万2.01%206,081 1,9310.9% $14.89万 加仓
WMT WALMART INC $1,649.21万2.09%145,613 -2,183-1.5% -$24.72万 减仓
IWM ISHARES TR $1,793.69万2.27%59,700 -5,010-7.7% -$150.53万 减仓
AMZN AMAZON COM INC $1,849.90万2.34%77,616 9531.2% $22.71万 加仓
IEFA ISHARES TR $1,992.87万2.52%206,344 10,0295.1% $96.86万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,053.30万2.60%288,183 16,6646.1% $118.73万 加仓
VUG VANGUARD INDEX FDS $2,106.80万2.67%244,578 -14,226-5.5% -$122.54万 减仓
VGT VANGUARD WORLD FD $3,241.93万4.10%271,246 -20,834-7.1% -$249.01万 减仓
QQQM INVESCO EXCH TRADED FD TR II $3,303.13万4.18%109,025 32,28242.1% $978.05万 加仓
VO VANGUARD INDEX FDS $3,612.19万4.57%448,329 -73,799-14.1% -$594.60万 减仓
XAR SPDR SERIES TRUST $4,060.23万5.14%143,072 9,6987.3% $275.22万 加仓
VIG VANGUARD SPECIALIZED FUNDS $4,144.25万5.24%175,144 -71,763-29.1% -$1,698.05万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $4,423.15万5.60%960,511 82,4249.4% $379.56万 加仓
IWB ISHARES TR $6,548.09万8.28%159,905 -1,674-1.0% -$68.55万 减仓
IVV ISHARES TR $6,984.00万8.84%93,258 4,5305.1% $339.25万 加仓