Kercheville Advisors, LLC
San Antonio TX · SEC CIK 0001890748
$3.28亿2026Q2 申报市值
108持仓数
44.7%前十大占比 · 第一大 6.8%
10 / 11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
LLY 加仓+$474.15万
DELL 加仓+$470.21万
INTC 重新持有+$419.58万
XBI 加仓+$299.49万
CAT 加仓+$247.59万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,057.96万
MU 减仓-$733.78万
BE 减仓-$396.23万
AEM 减仓-$336.49万
META 减仓-$220.24万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $20.24万 | 0.06% | 280 | 280 | — | $20.24万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $19.80万 | 0.06% | 26,022 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $19.23万 | 0.06% | 19,000 | -2,000 | -9.5% | -$2.02万 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $18.33万 | 0.06% | 18,567 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $17.11万 | 0.05% | 11,900 | 3 | 0.0% | $43 | 加仓 |
| — | NUVEEN NY AMT FREE | $14.37万 | 0.04% | 13,403 | 1,087 | 8.8% | $1.17万 | 加仓 |
| — | INVESCO CALIF VALUE MUN INCO | $14.03万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO PA VALUE MUN INC TR | $11.32万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -62,358 | -100.0% | -$1,057.96万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -21,825 | -100.0% | -$148.72万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -21,400 | -100.0% | -$109.97万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -15,684 | -100.0% | -$84.51万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$79.12万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -17,050 | -100.0% | -$66.48万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -7,500 | -100.0% | -$45.79万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -10,800 | -100.0% | -$32.96万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$23.37万 | 清仓 |
| MUX | MCEWEN INC. | $0 | 0.00% | 0 | -11,000 | -100.0% | -$22.46万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.93万 | 清仓 |