Hudson Portfolio Management LLC
Garrison NY · SEC CIK 0001847700
$1.32亿2026Q2 申报市值
117持仓数
33.1%前十大占比 · 第一大 6.1%
10 / 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
TTE 新建仓+$177.98万
GIB 新建仓+$110.80万
SHV 加仓+$109.80万
JMTG 加仓+$68.42万
ILF 加仓+$54.42万
2026Q2 卖出最多 按季末市值估算
JOF 清仓-$55.35万
GOOG 减仓-$48.02万
HON 减仓-$44.51万
PLAB 减仓-$34.29万
ALKS 减仓-$33.04万
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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $28.29万 | 0.21% | 20,350 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $27.99万 | 0.21% | 1,176 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $27.91万 | 0.21% | 2,490 | -49 | -1.9% | -$5,492 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.62万 | 0.21% | 1,657 | 1,657 | — | $27.62万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $25.96万 | 0.20% | 5,415 | 0 | 0.0% | — | 重新持有 |
| CRM | SALESFORCE INC | $25.46万 | 0.19% | 1,625 | 1,625 | — | $25.46万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $24.20万 | 0.18% | 7,745 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $23.61万 | 0.18% | 2,460 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $21.77万 | 0.16% | 1,750 | -90 | -4.9% | -$1.12万 | 减仓 |
| STRA | STRATEGIC ED INC | $21.66万 | 0.16% | 2,827 | 2,827 | — | $21.66万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $21.57万 | 0.16% | 4,573 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $21.14万 | 0.16% | 1,777 | 1,777 | — | $21.14万 | 新建仓 |
| KF | KOREA FD INC | $20.93万 | 0.16% | 2,783 | 2,783 | — | $20.93万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $20.49万 | 0.15% | 1,720 | -605 | -26.0% | -$7.21万 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $20.36万 | 0.15% | 14,400 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $20.19万 | 0.15% | 10,185 | -3,745 | -26.9% | -$7.42万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $12.72万 | 0.10% | 10,823 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $0 | 0.00% | 0 | -50,781 | -100.0% | -$55.35万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -3,285 | -100.0% | -$30.65万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -890 | -100.0% | -$21.03万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -13,895 | -100.0% | -$17.47万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -10,155 | -100.0% | -$8.16万 | 清仓 |