Hudson Value Partners, LLC
PALM BEACH FL · SEC CIK 0001840501
$3.35亿2026Q1 申报市值
101持仓数
38.0%前十大占比 · 第一大 6.6%
6 / 11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
DIMENSIONAL US S 新建仓+$233.96万
OKE 加仓+$208.21万
LDOS 新建仓+$140.36万
MSFT 加仓+$138.03万
TMO 加仓+$133.35万
2026Q1 卖出最多 按季末市值估算
F&G ANNUITIES & 清仓-$1,064.39万
CHART INDS INC C 清仓-$138.02万
VTWO 清仓-$136.57万
GOOG 减仓-$125.64万
ASML 减仓-$123.63万
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 |
|---|---|---|---|---|---|---|---|---|
| — | NVIDIA CORP 看涨期权 | $17.44万 | 0.05% | 1,000 | 1,000 | — | $17.44万 | 新建仓 |
| — | F&G ANNUITIES & LIFE INC COM | $0 | 0.00% | 0 | -6,823 | -100.0% | -$1,064.39万 | 清仓 |
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -6,690 | -100.0% | -$138.02万 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $0 | 0.00% | 0 | -13,722 | -100.0% | -$136.57万 | 清仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $0 | 0.00% | 0 | -5,416 | -100.0% | -$97.15万 | 清仓 |
| — | NVIDIA CORPORATION COM 看涨期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$65.29万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $0 | 0.00% | 0 | -12,754 | -100.0% | -$60.66万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -4,625 | -100.0% | -$54.43万 | 清仓 |
| PG | PROCTER AND GAMBLE CO COM | $0 | 0.00% | 0 | -2,634 | -100.0% | -$37.94万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -700 | -100.0% | -$27.79万 | 清仓 |
| PPG | PPG INDS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -2,600 | -100.0% | -$20.67万 | 清仓 |
| IDXX | IDEXX LABS INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$20.47万 | 清仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |