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
PYLD PIMCO ETF TR $311.61万0.88%117,499 17,78217.8% $47.16万 加仓
JPM JPMORGAN CHASE & CO $336.91万0.95%10,293 10.0% $327 加仓
DIS DISNEY WALT CO $345.29万0.98%35,874 9,07533.9% $87.35万 重新持有
IWD ISHARES TR $345.68万0.98%14,259 00.0% — 不变
IGSB ISHARES TR $362.26万1.03%69,120 8,58714.2% $45.00万 加仓
VUG VANGUARD INDEX FDS $362.98万1.03%42,138 1,2723.1% $10.96万 加仓
MDT MEDTRONIC PLC $375.71万1.06%48,026 41,094592.8% $321.48万 加仓
JAAA JANUS DETROIT STR TR $383.11万1.09%75,879 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $394.61万1.12%7,554 -34-0.4% -$1.78万 减仓
AAPL APPLE INC $399.21万1.13%13,796 6,923100.7% $200.33万 加仓
WMB WILLIAMS COS INC $403.99万1.14%54,344 -1,140-2.1% -$8.47万 减仓
JPST J P MORGAN EXCHANGE TRADED F $420.65万1.19%83,182 8,90812.0% $45.05万 加仓
UL UNILEVER PLC $451.32万1.28%75,070 64,080583.1% $385.25万 加仓
NVO NOVO-NORDISK A S $478.86万1.36%99,888 46,25486.2% $221.74万 重新持有
ASML ASML HLDG NV $481.84万1.37%2,422 1798.0% $35.61万 重新持有
RWL INVESCO EXCH TRADED FD TR II $498.74万1.41%39,037 1,8034.8% $23.04万 加仓
JNJ JOHNSON & JOHNSON $530.15万1.50%20,874 11,985134.8% $304.39万 加仓
NVDA NVIDIA CORPORATION $567.60万1.61%28,367 19,797231.0% $396.12万 加仓
VEA VANGUARD TAX-MANAGED FDS $586.37万1.66%82,297 9,91513.7% $70.64万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $634.79万1.80%12,686 8,140179.1% $407.32万 加仓
BINC BLACKROCK ETF TRUST II $648.64万1.84%123,928 6,4985.5% $34.01万 加仓
GOOGL ALPHABET INC $666.92万1.89%18,662 17,0811,080.4% $610.42万 加仓
MSFT MICROSOFT CORP $794.91万2.25%21,310 10,26192.9% $382.76万 加仓
OKE ONEOK INC NEW $802.84万2.28%92,345 50.0% $435 加仓
VTV VANGUARD INDEX FDS $862.70万2.44%39,586 4951.3% $10.79万 加仓
DGRO ISHARES TR $868.79万2.46%114,631 5,4645.0% $41.41万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,014.81万2.88%13,589 1,1909.6% $88.87万 加仓
VTI VANGUARD INDEX FDS $1,259.75万3.57%34,044 30.0% $1,110 加仓
VOO VANGUARD INDEX FDS $3,489.55万9.89%50,808 3,8648.2% $265.38万 加仓