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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $25.06万 | 0.14% | 1,373 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $24.97万 | 0.14% | 1,030 | -154 | -13.0% | -$3.73万 | 减仓 |
| IEMG | ISHARES INC | $24.68万 | 0.14% | 2,979 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $24.61万 | 0.14% | 5,124 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $24.44万 | 0.14% | 7,707 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.09万 | 0.13% | 485 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $23.71万 | 0.13% | 978 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $23.41万 | 0.13% | 3,432 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.63万 | 0.13% | 1,982 | 250 | 14.4% | $2.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.32万 | 0.12% | 3,874 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $21.65万 | 0.12% | 351 | 351 | — | $21.65万 | 新建仓 |
| PFE | PFIZER INC | $21.15万 | 0.12% | 8,783 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $21.14万 | 0.12% | 5,219 | 5,219 | — | $21.14万 | 新建仓 |
| BLK | BLACKROCK INC | $20.87万 | 0.12% | 217 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $20.60万 | 0.11% | 1,925 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $20.05万 | 0.11% | 1,125 | -875 | -43.8% | -$15.60万 | 减仓 |
| DGRW | WISDOMTREE TR | $20.05万 | 0.11% | 2,097 | 2,097 | — | $20.05万 | 新建仓 |
| CAL | CALERES INC | $18.14万 | 0.10% | 14,661 | 3,994 | 37.4% | $4.94万 | 加仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -4,795 | -100.0% | -$45.77万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -3,250 | -100.0% | -$34.50万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,365 | -100.0% | -$27.07万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -785 | -100.0% | -$25.18万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -599 | -100.0% | -$22.76万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,575 | -100.0% | -$22.75万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -962 | -100.0% | -$22.73万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,330 | -100.0% | -$22.40万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -985 | -100.0% | -$21.18万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -3,690 | -100.0% | -$20.53万 | 清仓 |