Halter Ferguson Financial Inc.
CARMEL IN · SEC CIK 0001842665
$4.56亿2026Q1 申报市值
38持仓数
89.6%前十大占比 · 第一大 47.4%
5 / 4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
UPST 加仓+$2,698.48万
TSLA 加仓+$2,695.78万
ORCL 新建仓+$1,556.35万
MU 加仓+$787.00万
AMZN 加仓+$667.42万
2026Q1 卖出最多 按季末市值估算
AEHR 减仓-$2,326.78万
BE 清仓-$1,390.73万
TE 清仓-$850.45万
CADENCE BANK 清仓-$437.66万
LMND 减仓-$341.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $2.16亿 | 47.35% | 580,362 | 72,516 | 14.3% | $2,695.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,201.07万 | 9.22% | 72,786 | -2,454 | -3.3% | -$141.64万 | 减仓 |
| UPST | UPSTART HLDGS INC | $3,763.78万 | 8.26% | 1,467,360 | 1,052,039 | 253.3% | $2,698.48万 | 加仓 |
| LMND | LEMONADE INC | $3,424.36万 | 7.52% | 546,324 | -54,539 | -9.1% | -$341.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,185.32万 | 4.80% | 64,685 | 23,295 | 56.3% | $787.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,683.55万 | 3.69% | 25,887 | -517 | -2.0% | -$33.62万 | 减仓 |
| ORCL | ORACLE CORP | $1,556.35万 | 3.42% | 105,795 | 105,795 | — | $1,556.35万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $920.21万 | 2.02% | 52,765 | 3,277 | 6.6% | $57.15万 | 加仓 |
| AMZN | AMAZON COM INC | $789.91万 | 1.73% | 37,927 | 32,046 | 544.9% | $667.42万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $730.04万 | 1.60% | 369,082 | 165,976 | 81.7% | $328.30万 | 加仓 |
| LLY | ELI LILLY & CO | $706.94万 | 1.55% | 7,686 | 6,795 | 762.6% | $624.98万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $465.37万 | 1.02% | 405,732 | 16,335 | 4.2% | $18.74万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $442.98万 | 0.97% | 904,051 | 155,996 | 20.9% | $76.44万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $395.99万 | 0.87% | 253,026 | 253,026 | — | $395.99万 | 新建仓 |
| AAPL | APPLE INC | $317.74万 | 0.70% | 12,520 | -1,846 | -12.8% | -$46.85万 | 减仓 |
| ODD | ODDITY TECH LTD | $278.89万 | 0.61% | 208,439 | 208,439 | — | $278.89万 | 新建仓 |
| SATL | SATELLOGIC INC | $265.17万 | 0.58% | 487,443 | -352,389 | -42.0% | -$191.70万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $263.94万 | 0.58% | 7,100 | -46,900 | -86.9% | -$1,743.51万 | 重新持有 |
| AGG | ISHARES TR | $174.35万 | 0.38% | 17,563 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $164.04万 | 0.36% | 5,704 | -2,600 | -31.3% | -$74.77万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.32% | 2 | 2 | — | $143.63万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $137.13万 | 0.30% | 30,299 | -1,234 | -3.9% | -$5.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.04万 | 0.25% | 17,953 | -1,298 | -6.7% | -$8.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $96.47万 | 0.21% | 3,007 | -74 | -2.4% | -$2.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $89.14万 | 0.20% | 2,408 | -49 | -2.0% | -$1.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.32万 | 0.19% | 5,901 | 1,548 | 35.6% | $22.64万 | 加仓 |
| DSI | ISHARES TR | $78.40万 | 0.17% | 6,469 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $71.50万 | 0.16% | 4,100 | -4,000 | -49.4% | -$69.76万 | 减仓 |
| CMI | CUMMINS INC | $57.57万 | 0.13% | 1,070 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $57.40万 | 0.13% | 2,001 | 69 | 3.6% | $1.98万 | 加仓 |
| META | META PLATFORMS INC | $55.39万 | 0.12% | 968 | 488 | 101.7% | $27.92万 | 加仓 |
| AEHR | AEHR TEST SYS | $54.25万 | 0.12% | 14,631 | -627,498 | -97.7% | -$2,326.78万 | 减仓 |
| AVGO | BROADCOM INC | $43.61万 | 0.10% | 1,409 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $42.37万 | 0.09% | 1,493 | -3 | -0.2% | -$851 | 减仓 |
| CAT | CATERPILLAR INC | $41.02万 | 0.09% | 579 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $34.00万 | 0.07% | 1,156 | -69 | -5.6% | -$2.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.78万 | 0.07% | 705 | 245 | 53.3% | $11.74万 | 加仓 |
| WMT | WALMART INC | $21.65万 | 0.05% | 1,742 | 1,742 | — | $21.65万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -160,056 | -100.0% | -$1,390.73万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -1,273,124 | -100.0% | -$850.45万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -102,161 | -100.0% | -$437.66万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -75,371 | -100.0% | -$183.68万 | 清仓 |