Hudson Value Partners, LLC
PALM BEACH FL · SEC CIK 0001840501
$3.99亿2026Q2 申报市值
113持仓数
40.0%前十大占比 · 第一大 6.5%
14 / 5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
GBIL 新建仓+$200.55万
QXO 加仓+$174.28万
TMO 加仓+$166.31万
VBIL 加仓+$162.16万
VTI 加仓+$161.86万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$630.15万
XLC 清仓-$285.83万
AMD 减仓-$278.95万
GLW 减仓-$238.34万
DHR 清仓-$95.99万
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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP COM | $26.74万 | 0.07% | 850 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $24.90万 | 0.06% | 2,752 | 2,752 | — | $24.90万 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $24.58万 | 0.06% | 2,135 | 2,135 | — | $24.58万 | 新建仓 |
| THO | THOR INDS INC COM | $23.87万 | 0.06% | 3,176 | 3,176 | — | $23.87万 | 新建仓 |
| — | RENAISSANCE IPO ETF | $23.23万 | 0.06% | 3,910 | 3,910 | — | $23.23万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $22.01万 | 0.06% | 508 | 508 | — | $22.01万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $21.94万 | 0.06% | 420 | 0 | 0.0% | — | 重新持有 |
| PPG | PPG INDS INC COM | $21.83万 | 0.05% | 1,800 | -482 | -21.1% | -$5.85万 | 重新持有 |
| — | NVIDIA CORP COM EXP 01-21-28@175.000 看涨期权 | $19.99万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CORNING CORP COM EXP 07-17-26 @170.000 看跌期权 | $7.66万 | 0.02% | 300 | 300 | — | $7.66万 | 新建仓 |
| — | DELL COM EXP 07-17-26 @230.000 看跌期权 | $4.31万 | 0.01% | 100 | 100 | — | $4.31万 | 新建仓 |
| — | QUALCOMM 07-17-26 @175.000 看跌期权 | $3.70万 | 0.01% | 200 | 200 | — | $3.70万 | 新建仓 |
| — | MCDONALDS 07-17-26 @285.000 看涨期权 | $2.70万 | 0.01% | 100 | 100 | — | $2.70万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -25,783 | -100.0% | -$285.83万 | 清仓 |
| DHR | DANAHER CORP DEL COM | $0 | 0.00% | 0 | -5,063 | -100.0% | -$95.99万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -8,950 | -100.0% | -$91.89万 | 清仓 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | -4,222 | -100.0% | -$53.32万 | 清仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | -813 | -100.0% | -$30.21万 | 清仓 |