13F 机构持仓

Autumn Glory Partners, LLC

DALLAS TX · SEC CIK 0001911621

2026Q22026Q1 更早 9 个季度 🔒
$3.53亿2026Q2 申报市值
212持仓数
31.3%前十大占比 · 第一大 9.9%
12 / 17新建仓 / 清仓
申报市值走势$3.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.9%
VTI 3.6%
SPY 2.9%
DGRO 2.5%
VTV 2.4%
OKE 2.3%
MSFT 2.3%
GOOGL 1.9%
BINC 1.8%
BRK/B 1.8%

2026Q2 买入最多 按季末市值估算

GOOGL 加仓+$610.42万
BRK/B 加仓+$407.32万
NVDA 加仓+$396.12万
UL 加仓+$385.25万
MSFT 加仓+$382.76万

2026Q2 卖出最多 按季末市值估算

FNV 清仓-$1,334.07万
VGSH 清仓-$238.08万
AGX 清仓-$108.98万
JEPI 减仓-$106.02万
GLW 减仓-$91.80万

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
MCD MCDONALDS CORP $54.20万0.15%2,005 -228-10.2% -$6.16万 减仓
ZIM ZIM INTEGRATED SHIPPING SERV $54.60万0.15%21,000 -13,000-38.2% -$33.80万 减仓
L LOEWS CORP $55.70万0.16%4,920 30.1% $340 加仓
BA BOEING CO $56.30万0.16%2,601 70.3% $1,515 加仓
GRMN GARMIN LTD $57.94万0.16%2,439 20.1% $475 加仓
PPLI PEOPLE INC $61.51万0.17%13,325 00.0% — 不变
GEV GE VERNOVA INC $62.15万0.18%529 20.4% $2,350 加仓
ARLP ALLIANCE RESOURCE PARTNERS L $62.35万0.18%26,000 -26,000-50.0% -$62.35万 减仓
T AT&T INC $62.90万0.18%30,385 -12-0.0% -$248 减仓
AVUV AMERICAN CENTY ETF TR $62.95万0.18%5,046 00.0% — 不变
BAC BANK OF AMER CORP $64.50万0.18%11,320 330.3% $1,880 加仓
O REALTY INCOME CORP $65.04万0.18%10,497 1,09811.7% $6.80万 加仓
IBDR ISHARES TR $66.97万0.19%27,639 440.2% $1,066 加仓
INFL LISTED FDS TR $67.95万0.19%13,623 00.0% — 不变
MOAT VANECK ETF TRUST $67.99万0.19%6,540 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $68.88万0.20%12,196 -18,772-60.6% -$106.02万 减仓
ROK ROCKWELL AUTOMATION INC $71.14万0.20%1,437 10.1% $495 加仓
GLW CORNING INC $72.16万0.20%2,825 -3,594-56.0% -$91.80万 减仓
IBDU ISHARES TR $72.77万0.21%31,419 2,5999.0% $6.02万 加仓
IBDS ISHARES TR $72.97万0.21%30,127 2,5309.2% $6.13万 加仓
PANW PALO ALTO NETWORKS INC $74.24万0.21%2,177 -1,059-32.7% -$36.11万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.21%1 00.0% — 不变
KMI KINDER MORGAN INC DEL $75.30万0.21%23,553 160.1% $512 加仓
IBDT ISHARES TR $75.69万0.21%29,977 2,4308.8% $6.14万 加仓
COWZ PACER FDS TR $77.34万0.22%12,434 -14-0.1% -$871 减仓
— DIMENSIONAL ETF TRUST $78.00万0.22%17,584 00.0% — 不变
VOE VANGUARD INDEX FDS $79.06万0.22%4,001 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $80.18万0.23%3,585 00.0% — 不变
MMM 3M CO $83.22万0.24%5,140 40.1% $648 加仓
PSX PHILLIPS 66 $83.56万0.24%4,943 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $84.83万0.24%3,585 34810.8% $8.23万 加仓
GDX VANECK ETF TRUST $84.90万0.24%11,252 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $87.37万0.25%14,215 00.0% — 不变
SPEM SPDR INDEX SHS FDS $87.74万0.25%16,945 8,670104.8% $44.89万 加仓
LAZ LAZARD INC $88.43万0.25%21,084 00.0% — 不变
PAVE GLOBAL X FDS $89.95万0.25%15,267 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $90.77万0.26%16,335 16,335— $90.77万 新建仓
CL COLGATE PALMOLIVE CO $93.00万0.26%10,144 1,17713.1% $10.79万 重新持有
MRK MERCK & CO INC $93.18万0.26%7,251 -1,971-21.4% -$25.33万 减仓
ENB ENBRIDGE INC $93.40万0.26%17,230 4,24332.7% $23.00万 加仓
XLE SELECT SECTOR SPDR TR $93.60万0.27%17,624 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $96.27万0.27%22,000 -9,000-29.0% -$39.38万 减仓
GLD SPDR GOLD TR $100.68万0.29%2,733 -1,972-41.9% -$72.64万 减仓
EMR EMERSON ELEC CO $105.14万0.30%7,345 4,741182.1% $67.87万 加仓
VO VANGUARD INDEX FDS $105.80万0.30%13,132 00.0% — 不变
IWM ISHARES TR $106.51万0.30%3,545 00.0% — 不变
UPS UNITED PARCEL SVCS INC $107.98万0.31%10,045 40.0% $430 加仓
DFUS DIMENSIONAL ETF TRUST $108.69万0.31%13,265 6,15786.6% $50.45万 加仓
IBM INTERNATIONAL BUSINESS MACHS $108.94万0.31%3,874 1,19644.7% $33.63万 加仓
XLF SELECT SECTOR SPDR TR $112.42万0.32%20,970 -5,491-20.8% -$29.44万 减仓
QDPL PACER FDS TR $116.33万0.33%25,812 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $116.41万0.33%5,471 00.0% — 不变
ET ENERGY TRANSFER L P $119.58万0.34%62,541 -29,926-32.4% -$57.22万 减仓
DEO DIAGEO PLC $122.28万0.35%15,213 5,30553.5% $42.64万 重新持有
SO SOUTHERN CO $129.25万0.37%13,504 90.1% $861 加仓
VOT VANGUARD INDEX FDS $131.71万0.37%4,300 00.0% — 不变
GOOG ALPHABET INC $132.43万0.38%3,748 -1,107-22.8% -$39.11万 减仓
ISRG INTUITIVE SURGICAL INC $132.94万0.38%3,343 2,523307.7% $100.33万 加仓
AVGO BROADCOM INC $133.88万0.38%3,544 310.9% $1.17万 加仓
CSCO CISCO SYS INC $135.60万0.38%11,544 -5,001-30.2% -$58.74万 减仓
SNA SNAP ON INC $136.53万0.39%3,393 00.0% — 不变
PEP PEPSICO INC $136.55万0.39%10,085 4,84692.5% $65.61万 加仓
CHRW C H ROBINSON WORLDWIDE IN $137.06万0.39%7,277 -1,819-20.0% -$34.26万 重新持有
HONA HONEYWELL AEROSPACE INC $138.66万0.39%6,272 6,272— $138.66万 新建仓
HON HONEYWELL INTL INC $140.43万0.40%6,272 3,896164.0% $87.23万 加仓
MS MORGAN STANLEY $141.32万0.40%6,761 50.1% $1,045 加仓
VWO VANGUARD INTL EQUITY INDEX F $146.13万0.41%24,481 00.0% — 不变
DVN DEVON ENERGY CORP NEW $147.35万0.42%35,661 2,2966.9% $9.49万 加仓
XLK SELECT SECTOR SPDR TR $147.93万0.42%7,765 30.0% $572 加仓
KO COCA COLA CO $149.85万0.42%18,438 -2,662-12.6% -$21.63万 减仓
IVV ISHARES TR $156.44万0.44%2,089 -90-4.1% -$6.74万 减仓
PFE PFIZER INC $159.44万0.45%66,212 2,0263.2% $4.88万 加仓
VGT VANGUARD WORLD FD $160.76万0.46%13,451 -6,245-31.7% -$74.64万 减仓
VB VANGUARD INDEX FDS $163.26万0.46%5,386 00.0% — 不变
TXN TEXAS INSTRS INC $169.05万0.48%5,671 60.1% $1,789 加仓
BP BP PLC $170.42万0.48%46,121 00.0% — 不变
NOBL PROSHARES TR $177.60万0.50%31,624 00.0% — 不变
IWF ISHARES TR $180.65万0.51%14,549 -5,259-26.5% -$65.30万 减仓
JMBS JANUS DETROIT STR TR $184.39万0.52%40,985 00.0% — 不变
SPHY SPDR SERIES TRUST $195.82万0.55%83,542 00.0% — 不变
RTX RTX CORPORATION $211.53万0.60%11,149 8,685352.5% $164.78万 加仓
QQQ INVESCO QQQ TR $216.84万0.61%2,945 00.0% — 不变
WTM WHITE MTNS INS GROUP LTD $223.93万0.63%1,080 00.0% — 不变
AMZN AMAZON COM INC $225.61万0.64%9,466 5225.8% $12.44万 加仓
PG PROCTER & GAMBLE CO $235.14万0.67%16,035 14,098727.8% $206.73万 加仓
GD GENERAL DYNAMICS CORP $238.47万0.68%6,732 1,30624.1% $46.26万 重新持有
AMAT APPLIED MATLS INC $242.57万0.69%3,355 -369-9.9% -$26.68万 减仓
GHC GRAHAM HLDGS CO $247.80万0.70%2,171 00.0% — 不变
— EXXON MOBIL CORP $251.83万0.71%18,420 70.0% $957 加仓
JCPB J P MORGAN EXCHANGE TRADED F $251.84万0.71%53,651 00.0% — 不变
HD HOME DEPOT INC $252.77万0.72%7,167 2,92969.1% $103.30万 加仓
IEF ISHARES TR $257.49万0.73%27,227 00.0% — 不变
SBUX STARBUCKS CORP $270.18万0.77%26,439 5,48326.2% $56.03万 重新持有
V VISA INC $272.25万0.77%7,935 5,992308.4% $205.59万 加仓
ABBV ABBVIE INC $273.67万0.78%10,875 -464-4.1% -$11.68万 减仓
VZ VERIZON COMMUNICATIONS INC $274.93万0.78%64,934 -6,370-8.9% -$26.97万 减仓
VHT VANGUARD WORLD FD $286.21万0.81%9,572 00.0% — 不变
CVX CHEVRON CORPORATION $286.86万0.81%17,306 8895.4% $14.74万 加仓
LLY ELI LILLY & CO $291.22万0.83%2,428 1,06177.6% $127.26万 重新持有
OGE OGE ENERGY CORP $301.55万0.85%61,970 60.0% $292 加仓