GUERRA PAN ADVISORS, LLC
MONTCLAIR NJ · SEC CIK 0001910386
$1.79亿2026Q2 申报市值
118持仓数
43.8%前十大占比 · 第一大 7.8%
7 / 10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
HONA 新建仓+$58.48万
MU 新建仓+$53.33万
DELL 新建仓+$41.42万
KLAC 新建仓+$31.98万
CRS 新建仓+$21.65万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$157.33万
GOOGL 减仓-$108.96万
ASML 减仓-$99.67万
CRWD 减仓-$85.85万
HON 减仓-$85.01万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $162.89万 | 0.91% | 2,804 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $184.18万 | 1.03% | 13,822 | -57 | -0.4% | -$7,595 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $187.15万 | 1.04% | 1,405 | -197 | -12.3% | -$26.24万 | 减仓 |
| V | VISA INC | $195.18万 | 1.09% | 5,689 | -1,347 | -19.1% | -$46.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $195.87万 | 1.09% | 4,520 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $201.19万 | 1.12% | 7,600 | -36 | -0.5% | -$9,530 | 减仓 |
| AMZN | AMAZON COM INC | $229.52万 | 1.28% | 9,630 | -1,060 | -9.9% | -$25.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.98万 | 1.30% | 4,656 | -733 | -13.6% | -$36.68万 | 减仓 |
| DAL | DELTA AIR LINES INC | $243.08万 | 1.36% | 25,953 | -1,705 | -6.2% | -$15.97万 | 减仓 |
| IGV | ISHARES TR | $247.09万 | 1.38% | 27,273 | -252 | -0.9% | -$2.28万 | 减仓 |
| BA | BOEING CO | $295.76万 | 1.65% | 13,663 | -1,262 | -8.5% | -$27.32万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $307.01万 | 1.71% | 18,072 | -1,388 | -7.1% | -$23.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $323.97万 | 1.81% | 8,685 | -829 | -8.7% | -$30.92万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $339.14万 | 1.89% | 9,036 | -773 | -7.9% | -$29.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $416.16万 | 2.32% | 122,979 | -6,056 | -4.7% | -$20.49万 | 减仓 |
| CAT | CATERPILLAR INC | $435.54万 | 2.43% | 4,090 | -443 | -9.8% | -$47.18万 | 减仓 |
| AAPL | APPLE INC | $441.42万 | 2.46% | 15,255 | -1,767 | -10.4% | -$51.13万 | 减仓 |
| ASML | ASML HLDG NV | $517.45万 | 2.89% | 2,601 | -501 | -16.2% | -$99.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $538.79万 | 3.01% | 16,460 | -1,813 | -9.9% | -$59.34万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $554.88万 | 3.10% | 29,956 | -616 | -2.0% | -$11.41万 | 减仓 |
| USMV | ISHARES TR | $596.63万 | 3.33% | 61,853 | -7,354 | -10.6% | -$70.94万 | 减仓 |
| MTUM | ISHARES TR | $642.35万 | 3.58% | 18,737 | -143 | -0.8% | -$4.90万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $698.62万 | 3.90% | 193,363 | -4,513 | -2.3% | -$16.31万 | 减仓 |
| GOOG | ALPHABET INC | $740.09万 | 4.13% | 20,946 | -438 | -2.0% | -$15.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $837.70万 | 4.67% | 10,977 | -1,125 | -9.3% | -$85.85万 | 减仓 |
| GOOGL | ALPHABET INC | $910.54万 | 5.08% | 25,479 | -3,049 | -10.7% | -$108.96万 | 减仓 |
| AVGO | BROADCOM INC | $940.11万 | 5.25% | 24,887 | -4,165 | -14.3% | -$157.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,392.13万 | 7.77% | 69,575 | 307 | 0.4% | $6.14万 | 加仓 |