CHILDRESS CAPITAL ADVISORS, LLC
HOUSTON TX · SEC CIK 0001849561
$6.10亿2026Q2 申报市值
378持仓数
35.3%前十大占比 · 第一大 6.5%
30 / 47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
SPHY 新建仓+$466.20万
GPIX 加仓+$463.74万
WPM 新建仓+$318.42万
FBTC 加仓+$284.09万
GPIQ 加仓+$277.45万
2026Q2 卖出最多 按季末市值估算
GS 减仓-$719.89万
SPY 减仓-$567.24万
VGT 减仓-$307.69万
MAIN 减仓-$186.77万
XLE 减仓-$145.55万
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 |
|---|---|---|---|---|---|---|---|---|
| MAS | MASCO CORP | $24.67万 | 0.04% | 3,032 | -938 | -23.6% | -$7.63万 | 重新持有 |
| CE | CELANESE CORP DEL | $24.75万 | 0.04% | 5,380 | -207 | -3.7% | -$9,522 | 减仓 |
| TPR | TAPESTRY INC | $24.83万 | 0.04% | 1,696 | -103 | -5.7% | -$1.51万 | 减仓 |
| ALLE | ALLEGION PLC | $24.97万 | 0.04% | 1,777 | 369 | 26.2% | $5.18万 | 加仓 |
| FRMI | FERMI INC | $25.05万 | 0.04% | 27,349 | 27,349 | — | $25.05万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $25.07万 | 0.04% | 1,905 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $25.14万 | 0.04% | 1,055 | 13 | 1.2% | $3,098 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $25.25万 | 0.04% | 951 | 49 | 5.4% | $1.30万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $25.27万 | 0.04% | 183 | -16 | -8.0% | -$2.21万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $25.38万 | 0.04% | 1,148 | 1,148 | — | $25.38万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $25.41万 | 0.04% | 1,260 | -814 | -39.2% | -$16.41万 | 减仓 |
| RR | RICHTECH ROBOTICS INC | $25.41万 | 0.04% | 120,438 | 438 | 0.4% | $924 | 加仓 |
| DAL | DELTA AIR LINES INC | $25.53万 | 0.04% | 2,726 | 2,726 | — | $25.53万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $25.64万 | 0.04% | 2,318 | 114 | 5.2% | $1.26万 | 加仓 |
| HON | HONEYWELL INTL INC | $25.70万 | 0.04% | 1,148 | -1,399 | -54.9% | -$31.32万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $25.79万 | 0.04% | 2,399 | -409 | -14.6% | -$4.40万 | 减仓 |
| RMD | RESMED INC | $25.92万 | 0.04% | 1,330 | 1,330 | — | $25.92万 | 新建仓 |
| MDT | MEDTRONIC PLC | $25.96万 | 0.04% | 3,318 | -3,315 | -50.0% | -$25.93万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $26.07万 | 0.04% | 1,136 | 7 | 0.6% | $1,606 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $26.09万 | 0.04% | 1,805 | -179 | -9.0% | -$2.59万 | 重新持有 |
| NXST | NEXSTAR MEDIA GROUP INC | $26.20万 | 0.04% | 1,467 | -3,060 | -67.6% | -$54.65万 | 减仓 |
| PSX | PHILLIPS 66 | $26.34万 | 0.04% | 1,558 | -82 | -5.0% | -$1.39万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $26.41万 | 0.04% | 3,240 | -222 | -6.4% | -$1.81万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.41万 | 0.04% | 3,601 | -688 | -16.0% | -$5.05万 | 减仓 |
| THG | HANOVER INS GROUP INC | $26.51万 | 0.04% | 1,238 | 1 | 0.1% | $214 | 加仓 |
| INGR | INGREDION INC | $26.62万 | 0.04% | 2,811 | -2,074 | -42.5% | -$19.64万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $26.74万 | 0.04% | 12,517 | 2,199 | 21.3% | $4.70万 | 加仓 |
| EMR | EMERSON ELEC CO | $26.86万 | 0.04% | 1,877 | -243 | -11.5% | -$3.48万 | 减仓 |
| AZN | ASTRAZENECA PLC | $26.89万 | 0.04% | 1,418 | -79 | -5.3% | -$1.50万 | 减仓 |
| EXEL | EXELIXIS INC | $26.91万 | 0.04% | 4,945 | 145 | 3.0% | $7,889 | 加仓 |
| G | GENPACT LIMITED | $26.98万 | 0.04% | 9,811 | -1,937 | -16.5% | -$5.33万 | 减仓 |
| VRSN | VERISIGN INC | $26.99万 | 0.04% | 1,073 | 130 | 13.8% | $3.27万 | 加仓 |
| FLO | FLOWERS FOODS INC | $27.00万 | 0.04% | 34,171 | 13,627 | 66.3% | $10.77万 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $27.00万 | 0.04% | 2,143 | 151 | 7.6% | $1.90万 | 加仓 |
| STE | STERIS PLC | $27.06万 | 0.04% | 1,285 | 302 | 30.7% | $6.36万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $27.28万 | 0.04% | 536 | -51 | -8.7% | -$2.60万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $27.30万 | 0.04% | 1,963 | -44 | -2.2% | -$6,120 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $27.35万 | 0.04% | 1,069 | 8 | 0.8% | $2,047 | 加仓 |
| VDC | VANGUARD WORLD FD | $27.40万 | 0.04% | 1,215 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $27.46万 | 0.04% | 2,020 | -1,451 | -41.8% | -$19.73万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $27.53万 | 0.05% | 875 | -259 | -22.8% | -$8.15万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.72万 | 0.05% | 2,228 | -361 | -13.9% | -$4.49万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $27.83万 | 0.05% | 2,867 | -183 | -6.0% | -$1.78万 | 减仓 |
| MCO | MOODYS CORP | $27.85万 | 0.05% | 615 | -27 | -4.2% | -$1.22万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $28.10万 | 0.05% | 1,045 | 132 | 14.5% | $3.55万 | 加仓 |
| UNM | UNUM GROUP | $28.26万 | 0.05% | 3,161 | -255 | -7.5% | -$2.28万 | 减仓 |
| CNXC | CONCENTRIX CORP | $28.45万 | 0.05% | 12,698 | 3,889 | 44.1% | $8.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.63万 | 0.05% | 721 | -368 | -33.8% | -$14.61万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $28.68万 | 0.05% | 9,095 | -294 | -3.1% | -$9,270 | 减仓 |
| QGEN | QIAGEN NV | $28.72万 | 0.05% | 7,346 | 7,346 | — | $28.72万 | 新建仓 |
| AZO | AUTOZONE INC | $28.78万 | 0.05% | 90 | -6 | -6.2% | -$1.92万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $29.03万 | 0.05% | 9,611 | -607 | -5.9% | -$1.83万 | 减仓 |
| CTVA | CORTEVA INC | $29.44万 | 0.05% | 3,476 | 7 | 0.2% | $593 | 加仓 |
| PGR | PROGRESSIVE CORP | $29.73万 | 0.05% | 1,361 | 27 | 2.0% | $5,898 | 加仓 |
| CSL | CARLISLE COS INC | $29.82万 | 0.05% | 822 | 8 | 1.0% | $2,902 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $29.85万 | 0.05% | 551 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $29.93万 | 0.05% | 6,277 | -274 | -4.2% | -$1.31万 | 减仓 |
| DHR | DANAHER CORP DEL | $30.02万 | 0.05% | 1,576 | -311 | -16.5% | -$5.92万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $30.24万 | 0.05% | 5,694 | -27,405 | -82.8% | -$145.55万 | 减仓 |
| F | FORD MTR CO | $30.86万 | 0.05% | 22,205 | -1,668 | -7.0% | -$2.32万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.14万 | 0.05% | 1,552 | -100 | -6.1% | -$2.01万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.17万 | 0.05% | 627 | 19 | 3.1% | $9,444 | 加仓 |
| TXO | TXO PARTNERS LP | $31.41万 | 0.05% | 25,124 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $31.72万 | 0.05% | 3,818 | 3,818 | — | $31.72万 | 新建仓 |
| FTNT | FORTINET INC | $32.10万 | 0.05% | 2,090 | 2,090 | — | $32.10万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $32.24万 | 0.05% | 2,937 | -612 | -17.2% | -$6.72万 | 减仓 |
| DHI | D R HORTON INC | $32.25万 | 0.05% | 1,980 | 172 | 9.5% | $2.80万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.44万 | 0.05% | 6,414 | -275 | -4.1% | -$1.39万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $32.61万 | 0.05% | 523 | -44 | -7.8% | -$2.74万 | 减仓 |
| WAB | WABTEC | $32.78万 | 0.05% | 1,216 | 1 | 0.1% | $270 | 加仓 |
| SM | SM ENERGY COMPANY | $32.80万 | 0.05% | 12,566 | 12,566 | — | $32.80万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.94万 | 0.05% | 2,254 | -127 | -5.3% | -$1.86万 | 减仓 |
| CTAS | CINTAS CORP | $33.01万 | 0.05% | 1,941 | -182 | -8.6% | -$3.10万 | 减仓 |
| GEN | GEN DIGITAL INC | $33.18万 | 0.05% | 13,329 | 4,730 | 55.0% | $11.77万 | 重新持有 |
| BPOP | POPULAR INC | $33.30万 | 0.05% | 2,028 | 93 | 4.8% | $1.53万 | 加仓 |
| SYK | STRYKER CORPORATION | $33.34万 | 0.05% | 1,059 | -104 | -8.9% | -$3.27万 | 减仓 |
| DASH | DOORDASH INC | $33.39万 | 0.05% | 1,810 | 917 | 102.7% | $16.92万 | 重新持有 |
| CHRD | CHORD ENERGY CORPORATION | $33.68万 | 0.06% | 2,947 | -48 | -1.6% | -$5,486 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.69万 | 0.06% | 3,505 | -204 | -5.5% | -$1.96万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $33.80万 | 0.06% | 1,163 | 2 | 0.2% | $581 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.04万 | 0.06% | 907 | 151 | 20.0% | $5.67万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $34.12万 | 0.06% | 6,636 | 575 | 9.5% | $2.96万 | 重新持有 |
| IJS | ISHARES TR | $34.18万 | 0.06% | 2,501 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $34.30万 | 0.06% | 6,602 | -14 | -0.2% | -$727 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $34.31万 | 0.06% | 11,711 | 615 | 5.5% | $1.80万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.42万 | 0.06% | 1,537 | 283 | 22.6% | $6.34万 | 加仓 |
| CVS | CVS HEALTH CORP | $34.82万 | 0.06% | 3,366 | -359 | -9.6% | -$3.71万 | 减仓 |
| GLW | CORNING INC | $35.00万 | 0.06% | 1,370 | -366 | -21.1% | -$9.35万 | 减仓 |
| ASH | ASHLAND INC | $35.05万 | 0.06% | 5,320 | 1 | 0.0% | $66 | 加仓 |
| MLI | MUELLER INDS INC | $35.53万 | 0.06% | 2,890 | 45 | 1.6% | $5,532 | 加仓 |
| MSM | MSC INDL DIRECT INC | $35.58万 | 0.06% | 2,991 | -36 | -1.2% | -$4,282 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $36.56万 | 0.06% | 2,909 | 1,205 | 70.7% | $15.14万 | 加仓 |
| COKE | COCA COLA CONS INC | $36.60万 | 0.06% | 1,917 | 846 | 79.0% | $16.15万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.61万 | 0.06% | 3,968 | -1,105 | -21.8% | -$10.20万 | 减仓 |
| VMI | VALMONT INDS INC | $36.62万 | 0.06% | 634 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $36.84万 | 0.06% | 33,100 | 33,100 | — | $36.84万 | 新建仓 |
| USB | US BANCORP | $37.21万 | 0.06% | 6,160 | 1,018 | 19.8% | $6.15万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $37.26万 | 0.06% | 15,176 | -1,638 | -9.7% | -$4.02万 | 减仓 |
| PRI | PRIMERICA INC | $37.26万 | 0.06% | 1,311 | -9 | -0.7% | -$2,558 | 减仓 |
| AMP | AMERIPRISE FINL INC | $37.82万 | 0.06% | 824 | 97 | 13.3% | $4.45万 | 加仓 |