Interchange Capital Partners, LLC
PITTSBURGH PA · SEC CIK 0001845998
$5.32亿2026Q2 申报市值
430持仓数
25.0%前十大占比 · 第一大 4.2%
95 / 58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
JAAA 加仓+$1,047.19万
JMST 加仓+$718.65万
NVDA 加仓+$640.06万
JPST 加仓+$381.15万
GOOGL 加仓+$332.06万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$228.51万
EMXC 减仓-$199.40万
IYW 减仓-$165.36万
IEFA 减仓-$132.49万
VTV 减仓-$93.26万
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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $52.11万 | 0.10% | 5,987 | 5,987 | — | $52.11万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $52.08万 | 0.10% | 1,718 | -59 | -3.3% | -$1.79万 | 减仓 |
| TMUS | T-MOBILE US INC | $51.58万 | 0.10% | 3,076 | 900 | 41.4% | $15.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $51.53万 | 0.10% | 3,599 | -1,563 | -30.3% | -$22.38万 | 重新持有 |
| MO | ALTRIA GROUP INC | $51.40万 | 0.10% | 7,143 | 1,311 | 22.5% | $9.43万 | 加仓 |
| ADI | ANALOG DEVICES INC | $51.16万 | 0.10% | 1,288 | 131 | 11.3% | $5.20万 | 重新持有 |
| CVS | CVS HEALTH CORP | $50.55万 | 0.10% | 4,886 | -1,348 | -21.6% | -$13.95万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.83万 | 0.09% | 2,107 | 144 | 7.3% | $3.41万 | 加仓 |
| VST | VISTRA CORP | $49.77万 | 0.09% | 3,137 | 348 | 12.5% | $5.52万 | 加仓 |
| SOXX | ISHARES TR | $49.59万 | 0.09% | 774 | -575 | -42.6% | -$36.84万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $49.52万 | 0.09% | 1,574 | 110 | 7.5% | $3.46万 | 加仓 |
| CMI | CUMMINS INC | $48.99万 | 0.09% | 687 | -86 | -11.1% | -$6.13万 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $47.79万 | 0.09% | 12,559 | 12,559 | — | $47.79万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $47.64万 | 0.09% | 8,474 | 1,827 | 27.5% | $10.27万 | 重新持有 |
| NVT | NVENT ELEC PLC | $47.57万 | 0.09% | 2,804 | 2,804 | — | $47.57万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $47.15万 | 0.09% | 686 | -733 | -51.7% | -$50.38万 | 减仓 |
| BLK | BLACKROCK INC | $46.19万 | 0.09% | 481 | 34 | 7.6% | $3.26万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $45.80万 | 0.09% | 3,167 | 241 | 8.2% | $3.49万 | 加仓 |
| CRWV | COREWEAVE INC | $45.20万 | 0.09% | 4,541 | 4,541 | — | $45.20万 | 新建仓 |
| IWM | ISHARES TR | $44.08万 | 0.08% | 1,467 | -860 | -37.0% | -$25.84万 | 减仓 |
| EBAY | EBAY INC. | $43.96万 | 0.08% | 3,933 | 1,325 | 50.8% | $14.81万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $43.59万 | 0.08% | 592 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $43.51万 | 0.08% | 4,520 | -1,176 | -20.6% | -$11.32万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $43.33万 | 0.08% | 33,955 | -20,441 | -37.6% | -$26.08万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $43.31万 | 0.08% | 6,768 | -6,113 | -47.5% | -$39.12万 | 减仓 |
| MAS | MASCO CORP | $42.91万 | 0.08% | 5,274 | 5,274 | — | $42.91万 | 新建仓 |
| IBB | ISHARES TR | $42.91万 | 0.08% | 2,256 | 0 | 0.0% | — | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $42.07万 | 0.08% | 4,568 | 3,920 | 604.9% | $36.10万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $42.04万 | 0.08% | 1,222 | 242 | 24.7% | $8.33万 | 加仓 |
| VICR | VICOR CORP | $41.43万 | 0.08% | 1,091 | 1,091 | — | $41.43万 | 新建仓 |
| LIN | LINDE PLC | $41.20万 | 0.08% | 794 | 108 | 15.7% | $5.60万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $40.94万 | 0.08% | 6,510 | 1,079 | 19.9% | $6.79万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.54万 | 0.08% | 4,224 | 1,522 | 56.3% | $14.61万 | 加仓 |
| ILMN | ILLUMINA INC | $39.69万 | 0.07% | 2,257 | -834 | -27.0% | -$14.66万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $39.08万 | 0.07% | 3,175 | -243 | -7.1% | -$2.99万 | 减仓 |
| CNC | CENTENE CORP DEL | $39.08万 | 0.07% | 6,088 | 240 | 4.1% | $1.54万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $39.02万 | 0.07% | 491 | -185 | -27.4% | -$14.70万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $38.70万 | 0.07% | 1,512 | -2,384 | -61.2% | -$61.02万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $38.54万 | 0.07% | 5,254 | 188 | 3.7% | $1.38万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $38.52万 | 0.07% | 1,565 | 2 | 0.1% | $492 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $38.50万 | 0.07% | 5,335 | 2,068 | 63.3% | $14.92万 | 加仓 |
| DE | DEERE & CO | $38.09万 | 0.07% | 600 | 84 | 16.3% | $5.33万 | 加仓 |
| KRC | KILROY REALTY CORP | $38.03万 | 0.07% | 10,150 | -1,314 | -11.5% | -$4.92万 | 重新持有 |
| D | DOMINION ENERGY INC | $37.93万 | 0.07% | 5,554 | 815 | 17.2% | $5.57万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $37.75万 | 0.07% | 3,360 | 3,360 | — | $37.75万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $37.52万 | 0.07% | 4,932 | 1,067 | 27.6% | $8.12万 | 加仓 |
| WWD | WOODWARD INC | $37.31万 | 0.07% | 877 | 877 | — | $37.31万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $37.15万 | 0.07% | 433 | 433 | — | $37.15万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.04万 | 0.07% | 738 | -451 | -37.9% | -$22.63万 | 减仓 |
| DASH | DOORDASH INC | $36.91万 | 0.07% | 2,000 | 75 | 3.9% | $1.38万 | 重新持有 |
| NEM | NEWMONT CORP | $36.44万 | 0.07% | 3,901 | 3,901 | — | $36.44万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $36.29万 | 0.07% | 970 | -329 | -25.3% | -$12.31万 | 减仓 |
| S | SENTINELONE INC | $36.24万 | 0.07% | 21,354 | 831 | 4.0% | $1.41万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $36.12万 | 0.07% | 24,033 | 10,660 | 79.7% | $16.02万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $35.94万 | 0.07% | 1,232 | -1,088 | -46.9% | -$31.74万 | 重新持有 |
| SNA | SNAP ON INC | $35.93万 | 0.07% | 893 | -29 | -3.1% | -$1.17万 | 重新持有 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.87万 | 0.07% | 4,009 | -704 | -14.9% | -$6.30万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $35.71万 | 0.07% | 3,948 | 3,948 | — | $35.71万 | 新建仓 |
| TRGP | TARGA RES CORP | $35.48万 | 0.07% | 1,323 | 1,323 | — | $35.48万 | 新建仓 |
| LEMB | ISHARES INC | $35.41万 | 0.07% | 8,346 | 8,346 | — | $35.41万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.03万 | 0.07% | 756 | 193 | 34.3% | $8.94万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.76万 | 0.07% | 1,201 | 29 | 2.5% | $8,393 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $34.75万 | 0.07% | 414 | 414 | — | $34.75万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.48万 | 0.06% | 7,232 | 197 | 2.8% | $9,393 | 重新持有 |
| ABNB | AIRBNB INC | $34.42万 | 0.06% | 2,405 | -1,106 | -31.5% | -$15.83万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $34.31万 | 0.06% | 1,534 | 311 | 25.4% | $6.96万 | 加仓 |
| MKSI | MKS INC. | $34.22万 | 0.06% | 769 | 769 | — | $34.22万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $34.19万 | 0.06% | 14,477 | 14,477 | — | $34.19万 | 新建仓 |
| STT | STATE STR CORP | $34.06万 | 0.06% | 2,008 | -473 | -19.1% | -$8.02万 | 重新持有 |
| EPR | EPR PPTYS | $33.98万 | 0.06% | 5,858 | -7,754 | -57.0% | -$44.98万 | 重新持有 |
| RL | RALPH LAUREN CORP | $33.72万 | 0.06% | 840 | -263 | -23.8% | -$10.56万 | 重新持有 |
| SDCI | USCF ETF TR | $33.67万 | 0.06% | 12,736 | 12,736 | — | $33.67万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $33.44万 | 0.06% | 5,501 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $33.13万 | 0.06% | 5,969 | 5,969 | — | $33.13万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $33.09万 | 0.06% | 1,634 | 158 | 10.7% | $3.20万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $33.08万 | 0.06% | 3,627 | 3,627 | — | $33.08万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $33.08万 | 0.06% | 1,753 | 109 | 6.6% | $2.06万 | 加仓 |
| KR | KROGER CO | $32.88万 | 0.06% | 5,920 | 2,572 | 76.8% | $14.28万 | 重新持有 |
| DBMF | LITMAN GREGORY FDS TR | $32.84万 | 0.06% | 10,727 | 10,727 | — | $32.84万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $32.76万 | 0.06% | 3,498 | -472 | -11.9% | -$4.42万 | 重新持有 |
| GWW | WW GRAINGER INC | $32.41万 | 0.06% | 238 | 32 | 15.5% | $4.36万 | 加仓 |
| PFE | PFIZER INC | $32.41万 | 0.06% | 13,459 | 461 | 3.5% | $1.11万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $32.11万 | 0.06% | 17,912 | 17,912 | — | $32.11万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $32.09万 | 0.06% | 328 | 8 | 2.5% | $7,827 | 重新持有 |
| HDV | ISHARES TR | $31.82万 | 0.06% | 11,610 | -7,415 | -39.0% | -$20.32万 | 减仓 |
| MIDD | MIDDLEBY CORP | $31.80万 | 0.06% | 1,849 | 501 | 37.2% | $8.62万 | 重新持有 |
| CIEN | CIENA CORP | $31.69万 | 0.06% | 646 | 646 | — | $31.69万 | 新建仓 |
| BBY | BEST BUY INC | $31.40万 | 0.06% | 4,138 | 4,138 | — | $31.40万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $31.37万 | 0.06% | 1,470 | 1,470 | — | $31.37万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31.19万 | 0.06% | 891 | 891 | — | $31.19万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $31.01万 | 0.06% | 2,088 | -4,304 | -67.3% | -$63.93万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.64万 | 0.06% | 4,984 | -894 | -15.2% | -$5.50万 | 减仓 |
| AZN | ASTRAZENECA PLC | $30.36万 | 0.06% | 1,617 | 1,617 | — | $30.36万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $30.30万 | 0.06% | 740 | -402 | -35.2% | -$16.46万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $30.20万 | 0.06% | 8,942 | 8,942 | — | $30.20万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $30.15万 | 0.06% | 2,785 | -2,825 | -50.4% | -$30.58万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $30.13万 | 0.06% | 1,733 | -587 | -25.3% | -$10.21万 | 重新持有 |
| ARKK | ARK ETF TR | $30.01万 | 0.06% | 3,713 | -1,371 | -27.0% | -$11.08万 | 减仓 |
| T | AT&T INC | $29.94万 | 0.06% | 14,465 | 3,862 | 36.4% | $7.99万 | 加仓 |
| DXCM | DEXCOM INC | $29.88万 | 0.06% | 4,436 | 4,436 | — | $29.88万 | 新建仓 |