Autumn Glory Partners, LLC
DALLAS TX · SEC CIK 0001911621
$2.85亿2026Q1 申报市值
204持仓数
34.8%前十大占比 · 第一大 9.9%
15 / 7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
VOO 加仓+$787.69万
RWL 新建仓+$427.86万
VTI 加仓+$376.41万
BINC 加仓+$311.34万
JAAA 加仓+$280.93万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$581.59万
JNJ 减仓-$366.48万
BRK/B 减仓-$339.51万
VUG 减仓-$286.80万
MDT 减仓-$276.73万
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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $261.26万 | 0.92% | 99,717 | 21,576 | 27.6% | $56.53万 | 加仓 |
| OGE | OGE ENERGY CORP | $297.18万 | 1.04% | 61,964 | -137 | -0.2% | -$6,571 | 减仓 |
| VUG | VANGUARD INDEX FDS | $297.50万 | 1.05% | 6,811 | -6,566 | -49.1% | -$286.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $302.74万 | 1.06% | 10,292 | 416 | 4.2% | $12.24万 | 加仓 |
| IWD | ISHARES TR | $304.67万 | 1.07% | 14,259 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $312.40万 | 1.10% | 18,413 | 6 | 0.0% | $1,018 | 加仓 |
| IGSB | ISHARES TR | $318.16万 | 1.12% | 60,533 | 35,086 | 137.9% | $184.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $339.67万 | 1.19% | 16,417 | 96 | 0.6% | $1.99万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $351.46万 | 1.23% | 7,588 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $357.95万 | 1.26% | 71,304 | 7,559 | 11.9% | $37.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $375.90万 | 1.32% | 74,274 | 50,050 | 206.6% | $253.30万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $382.20万 | 1.34% | 75,879 | 55,774 | 277.4% | $280.93万 | 加仓 |
| WMB | WILLIAMS COS INC | $403.81万 | 1.42% | 55,484 | -2,351 | -4.1% | -$17.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $409.00万 | 1.44% | 11,049 | -7,216 | -39.5% | -$267.11万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $427.86万 | 1.50% | 37,234 | 37,234 | — | $427.86万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $463.82万 | 1.63% | 72,382 | -6,585 | -8.3% | -$42.20万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $609.81万 | 2.14% | 117,430 | 59,954 | 104.3% | $311.34万 | 加仓 |
| DGRO | ISHARES TR | $766.13万 | 2.69% | 109,167 | 30 | 0.0% | $2,105 | 加仓 |
| VTV | VANGUARD INDEX FDS | $766.97万 | 2.69% | 39,091 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $806.37万 | 2.83% | 12,399 | -634 | -4.9% | -$41.23万 | 减仓 |
| OKE | ONEOK INC NEW | $834.66万 | 2.93% | 92,340 | 9,951 | 12.1% | $89.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,092.07万 | 3.84% | 34,041 | 11,733 | 52.6% | $376.41万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,334.07万 | 4.69% | 54,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2,805.15万 | 9.86% | 46,944 | 13,182 | 39.0% | $787.69万 | 加仓 |