Autumn Glory Partners, LLC
DALLAS TX · SEC CIK 0001911621
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -54,000 | -100.0% | -$1,334.07万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -40,670 | -100.0% | -$238.08万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -2,001 | -100.0% | -$108.98万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$66.47万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -3,000 | -100.0% | -$60.89万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -2,002 | -100.0% | -$59.51万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -7,410 | -100.0% | -$44.94万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,705 | -100.0% | -$43.39万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,027 | -100.0% | -$40.18万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,977 | -100.0% | -$39.20万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,240 | -100.0% | -$38.75万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -5,886 | -100.0% | -$37.46万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,572 | -100.0% | -$35.50万 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -6,912 | -100.0% | -$25.72万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,063 | -100.0% | -$25.33万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,025 | -100.0% | -$20.29万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4.51万 | 清仓 |
| AUR | AURORA INNOVATION INC | $6.82万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $11.55万 | 0.03% | 11,000 | 11,000 | — | $11.55万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $14.28万 | 0.04% | 12,558 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $20.20万 | 0.06% | 8,000 | -26,000 | -76.5% | -$65.65万 | 减仓 |
| CNX | CNX RES CORP | $20.41万 | 0.06% | 6,016 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $20.70万 | 0.06% | 918 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $21.05万 | 0.06% | 3,047 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $21.83万 | 0.06% | 879 | 3 | 0.3% | $745 | 加仓 |
| ABNB | AIRBNB INC | $22.27万 | 0.06% | 1,556 | 26 | 1.7% | $3,721 | 重新持有 |
| BKH | BLACK HILLS CORP | $22.35万 | 0.06% | 3,004 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.38万 | 0.06% | 1,004 | 2 | 0.2% | $446 | 加仓 |
| TJX | TJX COS INC NEW | $23.10万 | 0.07% | 1,525 | -68 | -4.3% | -$1.03万 | 减仓 |
| SE | SEA LTD | $23.19万 | 0.07% | 2,420 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $23.23万 | 0.07% | 12,535 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $23.56万 | 0.07% | 1,272 | -115 | -8.3% | -$2.13万 | 减仓 |
| IMKTA | INGLES MKTS INC | $23.70万 | 0.07% | 2,675 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $24.20万 | 0.07% | 591 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $24.32万 | 0.07% | 1,318 | 21 | 1.6% | $3,875 | 重新持有 |
| AMGN | AMGEN INC | $24.62万 | 0.07% | 680 | 3 | 0.4% | $1,086 | 加仓 |
| SHY | ISHARES TR | $24.98万 | 0.07% | 3,042 | -20 | -0.7% | -$1,642 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.08万 | 0.07% | 2,150 | -1,985 | -48.0% | -$23.16万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $25.43万 | 0.07% | 320 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $25.44万 | 0.07% | 2,005 | 2,005 | — | $25.44万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $25.61万 | 0.07% | 23,627 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $26.01万 | 0.07% | 12,014 | 2,781 | 30.1% | $6.02万 | 加仓 |
| PAYX | PAYCHEX INC | $26.02万 | 0.07% | 2,646 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.52万 | 0.08% | 2,099 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.53万 | 0.08% | 2,342 | -1,419 | -37.7% | -$16.07万 | 减仓 |
| IBDV | ISHARES TR | $26.59万 | 0.08% | 12,197 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $26.70万 | 0.08% | 630 | 630 | — | $26.70万 | 新建仓 |
| HTLD | HEARTLAND EXPRESS INC | $26.88万 | 0.08% | 17,660 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $27.05万 | 0.08% | 3,065 | 3,065 | — | $27.05万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $27.14万 | 0.08% | 802 | -125 | -13.5% | -$4.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $27.34万 | 0.08% | 1,723 | 4 | 0.2% | $635 | 加仓 |
| SYSB | ISHARES TR | $27.40万 | 0.08% | 3,088 | 3,088 | — | $27.40万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $27.69万 | 0.08% | 1,063 | 2 | 0.2% | $521 | 加仓 |
| QCOM | QUALCOMM INC | $29.27万 | 0.08% | 1,584 | 66 | 4.3% | $1.22万 | 重新持有 |
| IBTG | ISHARES TR | $30.31万 | 0.09% | 13,243 | 44 | 0.3% | $1,007 | 加仓 |
| MHK | MOHAWK INDS INC | $30.73万 | 0.09% | 2,533 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $31.05万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $31.24万 | 0.09% | 226 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $31.40万 | 0.09% | 1,054 | 1,054 | — | $31.40万 | 新建仓 |
| FTNT | FORTINET INC | $31.46万 | 0.09% | 2,048 | 2,048 | — | $31.46万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $31.54万 | 0.09% | 5,015 | 7 | 0.1% | $440 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $33.00万 | 0.09% | 1,894 | 18 | 1.0% | $3,137 | 加仓 |
| MELI | MERCADOLIBRE INC | $33.10万 | 0.09% | 195 | 49 | 33.6% | $8.32万 | 加仓 |
| BN | BROOKFIELD CORP | $33.37万 | 0.09% | 7,835 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $33.64万 | 0.10% | 6,000 | -4,000 | -40.0% | -$22.43万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $33.75万 | 0.10% | 3,127 | -2,400 | -43.4% | -$25.90万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.45万 | 0.10% | 1,617 | -52 | -3.1% | -$1.11万 | 减仓 |
| ORCL | ORACLE CORP | $35.47万 | 0.10% | 2,420 | 7 | 0.3% | $1,026 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.60万 | 0.10% | 352 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $35.88万 | 0.10% | 1,288 | 2 | 0.2% | $557 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $35.90万 | 0.10% | 14,870 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $36.21万 | 0.10% | 4,083 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $36.23万 | 0.10% | 1,902 | 3 | 0.2% | $571 | 加仓 |
| IBTH | ISHARES TR | $36.25万 | 0.10% | 16,203 | 2,728 | 20.2% | $6.10万 | 加仓 |
| IBTI | ISHARES TR | $36.48万 | 0.10% | 16,478 | 2,761 | 20.1% | $6.11万 | 加仓 |
| CCJ | CAMECO CORP | $36.57万 | 0.10% | 3,590 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $36.84万 | 0.10% | 46,627 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $38.15万 | 0.11% | 13,046 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $38.28万 | 0.11% | 993 | 993 | — | $38.28万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $38.81万 | 0.11% | 40,943 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $39.59万 | 0.11% | 950 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $40.86万 | 0.12% | 30,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $41.71万 | 0.12% | 3,545 | 1,204 | 51.4% | $14.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.69万 | 0.12% | 838 | 174 | 26.2% | $8.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $42.74万 | 0.12% | 5,923 | 5,923 | — | $42.74万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $43.47万 | 0.12% | 3,707 | 2 | 0.1% | $235 | 加仓 |
| FIX | COMFORT SYS USA INC | $43.80万 | 0.12% | 221 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $44.20万 | 0.13% | 1,404 | -7 | -0.5% | -$2,204 | 减仓 |
| TSLA | TESLA INC | $44.75万 | 0.13% | 1,064 | 35 | 3.4% | $1.47万 | 加仓 |
| CAT | CATERPILLAR INC | $45.47万 | 0.13% | 427 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $45.99万 | 0.13% | 1,924 | -48 | -2.4% | -$1.15万 | 减仓 |
| RIO | RIO TINTO PLC | $46.09万 | 0.13% | 4,855 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $46.65万 | 0.13% | 2,646 | 5 | 0.2% | $882 | 加仓 |
| OR | OR ROYALTIES INC. | $47.45万 | 0.13% | 15,000 | 15,000 | — | $47.45万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $47.61万 | 0.13% | 8,252 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $48.07万 | 0.14% | 4,255 | 55 | 1.3% | $6,213 | 重新持有 |
| SBRA | SABRA HEALTH CARE REIT INC | $48.58万 | 0.14% | 24,900 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $50.09万 | 0.14% | 1,001 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $51.34万 | 0.15% | 115 | -15 | -11.5% | -$6.70万 | 减仓 |
| VPU | VANGUARD WORLD FD | $52.42万 | 0.15% | 2,678 | 1 | 0.0% | $196 | 加仓 |