Halter Ferguson Financial Inc.
CARMEL IN · SEC CIK 0001842665
$6.17亿2026Q2 申报市值
36持仓数
90.5%前十大占比 · 第一大 42.9%
5 / 7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
UMAC 新建仓+$3,417.14万
LMND 加仓+$2,988.99万
TSLA 加仓+$2,053.87万
UPST 加仓+$994.73万
SPY 加仓+$785.09万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5,372.67万
ORCL 清仓-$1,556.35万
NVDA 减仓-$784.94万
BMNR 清仓-$730.04万
QQQ 减仓-$685.15万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -105,795 | -100.0% | -$1,556.35万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -369,082 | -100.0% | -$730.04万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -208,439 | -100.0% | -$278.89万 | 清仓 |
| SATL | SATELLOGIC INC | $0 | 0.00% | 0 | -487,443 | -100.0% | -$265.17万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$71.50万 | 清仓 |
| AEHR | AEHR TEST SYS | $0 | 0.00% | 0 | -14,631 | -100.0% | -$54.25万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,742 | -100.0% | -$21.65万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.39万 | 0.04% | 2,177 | -3,724 | -63.1% | -$43.44万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $34.98万 | 0.06% | 2,047 | 2,047 | — | $34.98万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.28万 | 0.06% | 705 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.83万 | 0.06% | 1,156 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.20万 | 0.07% | 767 | -201 | -20.8% | -$11.32万 | 减仓 |
| AVGO | BROADCOM INC | $48.81万 | 0.08% | 1,292 | -117 | -8.3% | -$4.42万 | 减仓 |
| GE | GE AEROSPACE | $55.80万 | 0.09% | 1,493 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $57.72万 | 0.09% | 542 | -37 | -6.4% | -$3.94万 | 减仓 |
| GOOG | ALPHABET INC | $67.80万 | 0.11% | 1,919 | -82 | -4.1% | -$2.90万 | 减仓 |
| CMI | CUMMINS INC | $76.31万 | 0.12% | 1,070 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $81.27万 | 0.13% | 2,274 | -3,430 | -60.1% | -$122.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $84.90万 | 0.14% | 2,276 | -132 | -5.5% | -$4.92万 | 减仓 |
| DSI | ISHARES TR | $92.11万 | 0.15% | 6,469 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $99.84万 | 0.16% | 2,698 | -309 | -10.3% | -$11.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $127.92万 | 0.21% | 17,953 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.24% | 2 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $158.98万 | 0.26% | 24,648 | -5,651 | -18.7% | -$36.45万 | 减仓 |
| AGG | ISHARES TR | $181.11万 | 0.29% | 18,298 | 735 | 4.2% | $7.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $270.87万 | 0.44% | 13,537 | -39,228 | -74.3% | -$784.94万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $311.24万 | 0.50% | 7,400 | 300 | 4.2% | $12.62万 | 加仓 |
| AAPL | APPLE INC | $348.95万 | 0.57% | 12,060 | -460 | -3.7% | -$13.31万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $448.62万 | 0.73% | 253,026 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $726.00万 | 1.18% | 457,753 | 457,753 | — | $726.00万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $747.30万 | 1.21% | 101,192 | 101,192 | — | $747.30万 | 新建仓 |
| — | ATAIBECKLEY INC | $782.91万 | 1.27% | 1,485,590 | 1,485,590 | — | $782.91万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $795.63万 | 1.29% | 772,461 | -131,590 | -14.6% | -$135.54万 | 减仓 |
| AMZN | AMAZON COM INC | $962.21万 | 1.56% | 40,371 | 2,444 | 6.4% | $58.25万 | 加仓 |
| LLY | ELI LILLY & CO | $993.97万 | 1.61% | 8,287 | 601 | 7.8% | $72.09万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $1,788.22万 | 2.90% | 627,007 | 221,275 | 54.5% | $631.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,093.89万 | 3.39% | 18,140 | -46,545 | -72.0% | -$5,372.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,718.27万 | 4.40% | 36,400 | 10,513 | 40.6% | $785.09万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $3,417.14万 | 5.53% | 1,532,348 | 1,532,348 | — | $3,417.14万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $4,674.83万 | 7.57% | 63,482 | -9,304 | -12.8% | -$685.15万 | 减仓 |
| UPST | UPSTART HLDGS INC | $6,193.59万 | 10.03% | 1,748,119 | 280,759 | 19.1% | $994.73万 | 加仓 |
| LMND | LEMONADE INC | $6,542.83万 | 10.60% | 1,005,815 | 459,491 | 84.1% | $2,988.99万 | 加仓 |
| TSLA | TESLA INC | $2.65亿 | 42.86% | 629,194 | 48,832 | 8.4% | $2,053.87万 | 加仓 |