GUERRA PAN ADVISORS, LLC
MONTCLAIR NJ · SEC CIK 0001910386
$1.62亿2026Q1 申报市值
121持仓数
41.5%前十大占比 · 第一大 7.5%
12 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$93.72万
IEF 新建仓+$45.77万
FBND 新建仓+$41.36万
MUB 新建仓+$34.50万
ISTB 新建仓+$27.04万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$87.42万
ORCL 清仓-$26.16万
WDAY 清仓-$23.11万
META 清仓-$21.06万
CDNS 减仓-$14.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $180.23万 | 1.11% | 2,982 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $183.87万 | 1.14% | 27,658 | 219 | 0.8% | $1.46万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $185.67万 | 1.15% | 1,602 | -7 | -0.4% | -$8,113 | 减仓 |
| V | VISA INC | $212.66万 | 1.32% | 7,036 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $220.34万 | 1.36% | 27,525 | -503 | -1.8% | -$4.03万 | 减仓 |
| AMZN | AMAZON COM INC | $222.64万 | 1.38% | 10,690 | -64 | -0.6% | -$1.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $238.93万 | 1.48% | 19,460 | 75 | 0.4% | $9,209 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $258.24万 | 1.60% | 5,389 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $272.56万 | 1.69% | 9,809 | -533 | -5.2% | -$14.81万 | 减仓 |
| BA | BOEING CO | $297.05万 | 1.84% | 14,925 | 151 | 1.0% | $3.01万 | 加仓 |
| CAT | CATERPILLAR INC | $321.14万 | 1.99% | 4,533 | -16 | -0.4% | -$1.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $352.18万 | 2.18% | 9,514 | 184 | 2.0% | $6.81万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $375.88万 | 2.33% | 129,035 | -3,267 | -2.5% | -$9.52万 | 减仓 |
| ASML | ASML HLDG NV | $409.72万 | 2.53% | 3,102 | -15 | -0.5% | -$1.98万 | 减仓 |
| AAPL | APPLE INC | $432.00万 | 2.67% | 17,022 | 707 | 4.3% | $17.94万 | 加仓 |
| MTUM | ISHARES TR | $453.10万 | 2.80% | 18,880 | -153 | -0.8% | -$3.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $472.47万 | 2.92% | 12,102 | -88 | -0.7% | -$3.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $494.44万 | 3.06% | 30,572 | -238 | -0.8% | -$3.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $537.52万 | 3.32% | 18,273 | 108 | 0.6% | $3.18万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $575.42万 | 3.56% | 197,876 | -2,641 | -1.3% | -$7.68万 | 减仓 |
| GOOG | ALPHABET INC | $613.42万 | 3.79% | 21,384 | -112 | -0.5% | -$3.21万 | 减仓 |
| USMV | ISHARES TR | $641.82万 | 3.97% | 69,207 | 1,288 | 1.9% | $11.94万 | 加仓 |
| GOOGL | ALPHABET INC | $820.35万 | 5.07% | 28,528 | 10 | 0.0% | $2,876 | 加仓 |
| AVGO | BROADCOM INC | $899.19万 | 5.56% | 29,052 | 728 | 2.6% | $22.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,208.03万 | 7.47% | 69,268 | -475 | -0.7% | -$8.28万 | 减仓 |