POM Investment Strategies, LLC
RALEIGH NC · SEC CIK 0001906322
$8,825.54万2026Q2 申报市值
348持仓数
72.9%前十大占比 · 第一大 14.1%
41 / 133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
MAYW 加仓+$1,232.54万
JUNW 新建仓+$800.47万
FEBW 新建仓+$722.09万
GMAY 新建仓+$720.82万
ONEZ 加仓+$464.96万
2026Q2 卖出最多 按季末市值估算
GSEP 减仓-$953.56万
AIM ETF PRODUCTS 减仓-$780.41万
OCTW 减仓-$771.63万
AIM ETF PRODUCTS 减仓-$695.15万
AIM ETF PRODUCTS 减仓-$332.11万
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 |
|---|---|---|---|---|---|---|---|---|
| REG | REGENCY CTRS CORP | $4,545 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4,542 | 0.01% | 166 | -333 | -66.7% | -$9,111 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,539 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4,497 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,456 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $4,434 | 0.01% | 89 | -500 | -84.9% | -$2.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,333 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $4,253 | 0.00% | 43 | -403 | -90.4% | -$3.99万 | 减仓 |
| HUBB | HUBBELL INC | $4,214 | 0.00% | 8 | 2 | 33.3% | $1,054 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4,167 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $4,109 | 0.00% | 8 | 3 | 60.0% | $1,541 | 加仓 |
| EIX | EDISON INTL | $4,020 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $3,923 | 0.00% | 35 | 35 | — | $3,923 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $3,884 | 0.00% | 225 | 225 | — | $3,884 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $3,791 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $3,720 | 0.00% | 105 | 105 | — | $3,720 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $3,702 | 0.00% | 36 | 36 | — | $3,702 | 新建仓 |
| TGT | TARGET CORP | $3,657 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3,653 | 0.00% | 7 | 3 | 75.0% | $1,566 | 加仓 |
| — | ELEVATION SERIES TRUST | $3,563 | 0.00% | 87 | -31,769 | -99.7% | -$130.11万 | 减仓 |
| HEI | HEICO CORP NEW | $3,562 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3,554 | 0.00% | 46 | 46 | — | $3,554 | 新建仓 |
| ANGL | VANECK ETF TRUST | $3,540 | 0.00% | 121 | 2 | 1.7% | $59 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3,524 | 0.00% | 31 | -57 | -64.8% | -$6,480 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $3,524 | 0.00% | 57 | 9 | 18.8% | $556 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $3,505 | 0.00% | 60 | 60 | — | $3,505 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $3,487 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $3,486 | 0.00% | 35 | 35 | — | $3,486 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $3,432 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $3,427 | 0.00% | 75 | -28,322 | -99.7% | -$129.41万 | 减仓 |
| NFLX | NETFLIX INC. | $3,427 | 0.00% | 48 | 12 | 33.3% | $857 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | 2 | — | $3,395 | 新建仓 |
| WFC | WELLS FARGO & CO | $3,388 | 0.00% | 41 | -131 | -76.2% | -$1.08万 | 减仓 |
| — | PROSHARES TR | $3,270 | 0.00% | 41 | 1 | 2.5% | $80 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $3,261 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $3,156 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $3,114 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,039 | 0.00% | 33 | 17 | 106.2% | $1,566 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,031 | 0.00% | 42 | 19 | 82.6% | $1,371 | 加仓 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3,000 | 0.00% | 29 | -69 | -70.4% | -$7,138 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $2,988 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,966 | 0.00% | 11 | -31 | -73.8% | -$8,359 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $2,922 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $2,896 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2,866 | 0.00% | 15 | 6 | 66.7% | $1,146 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $2,846 | 0.00% | 30 | 30 | — | $2,846 | 新建仓 |
| PEP | PEPSICO INC | $2,749 | 0.00% | 20 | 1 | 5.3% | $137 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,680 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2,661 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2,610 | 0.00% | 10 | 5 | 100.0% | $1,305 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,604 | 0.00% | 28 | 1 | 3.7% | $93 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $2,590 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $2,563 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $2,534 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2,534 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2,521 | 0.00% | 21 | 2 | 10.5% | $240 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,475 | 0.00% | 58 | 19 | 48.7% | $811 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,426 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $2,417 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2,415 | 0.00% | 22 | -37 | -62.7% | -$4,062 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $2,399 | 0.00% | 41 | 41 | — | $2,399 | 新建仓 |
| AVT | AVNET INC | $2,398 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $2,355 | 0.00% | 100 | 100 | — | $2,355 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $2,344 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $2,343 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2,281 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $2,243 | 0.00% | 11 | 11 | — | $2,243 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $2,202 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2,201 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $2,192 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $2,173 | 0.00% | 6 | 3 | 100.0% | $1,086 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2,169 | 0.00% | 15 | -25 | -62.5% | -$3,615 | 减仓 |
| CMI | CUMMINS INC | $2,140 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2,116 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2,115 | 0.00% | 17 | 7 | 70.0% | $871 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $2,114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $2,107 | 0.00% | 13 | -106 | -89.1% | -$1.72万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,085 | 0.00% | 7 | -168 | -96.0% | -$5.00万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $2,076 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2,062 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $2,057 | 0.00% | 150 | 150 | — | $2,057 | 新建仓 |
| EPI | WISDOMTREE TR | $2,053 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2,019 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,983 | 0.00% | 17 | -2 | -10.5% | -$233 | 减仓 |
| SMH | VANECK ETF TRUST | $1,968 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD | $1,961 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1,956 | 0.00% | 2 | -14 | -87.5% | -$1.37万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,955 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1,937 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1,892 | 0.00% | 62 | 1 | 1.6% | $31 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,837 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1,814 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1,812 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,805 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1,793 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1,771 | 0.00% | 5 | 0 | 0.0% | — | 不变 |