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
VOO VANGUARD INDEX FDS $3,489.55万9.89%50,808 3,8648.2% $265.38万 加仓
VTI VANGUARD INDEX FDS $1,259.75万3.57%34,044 30.0% $1,110 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
DGRO ISHARES TR $868.79万2.46%114,631 5,4645.0% $41.41万 加仓
VTV VANGUARD INDEX FDS $862.70万2.44%39,586 4951.3% $10.79万 加仓
OKE ONEOK INC NEW $802.84万2.28%92,345 50.0% $435 加仓
MSFT MICROSOFT CORP $794.91万2.25%21,310 10,26192.9% $382.76万 加仓
GOOGL ALPHABET INC $666.92万1.89%18,662 17,0811,080.4% $610.42万 加仓
BINC BLACKROCK ETF TRUST II $648.64万1.84%123,928 6,4985.5% $34.01万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $634.79万1.80%12,686 8,140179.1% $407.32万 加仓
VEA VANGUARD TAX-MANAGED FDS $586.37万1.66%82,297 9,91513.7% $70.64万 加仓
NVDA NVIDIA CORPORATION $567.60万1.61%28,367 19,797231.0% $396.12万 加仓
JNJ JOHNSON & JOHNSON $530.15万1.50%20,874 11,985134.8% $304.39万 加仓
RWL INVESCO EXCH TRADED FD TR II $498.74万1.41%39,037 1,8034.8% $23.04万 加仓
ASML ASML HLDG NV $481.84万1.37%2,422 1798.0% $35.61万 重新持有
NVO NOVO-NORDISK A S $478.86万1.36%99,888 46,25486.2% $221.74万 重新持有
UL UNILEVER PLC $451.32万1.28%75,070 64,080583.1% $385.25万 加仓
JPST J P MORGAN EXCHANGE TRADED F $420.65万1.19%83,182 8,90812.0% $45.05万 加仓
WMB WILLIAMS COS INC $403.99万1.14%54,344 -1,140-2.1% -$8.47万 减仓
AAPL APPLE INC $399.21万1.13%13,796 6,923100.7% $200.33万 加仓
DIA STATE STR SPDR DOW JONES IND $394.61万1.12%7,554 -34-0.4% -$1.78万 减仓
JAAA JANUS DETROIT STR TR $383.11万1.09%75,879 00.0% — 不变
MDT MEDTRONIC PLC $375.71万1.06%48,026 41,094592.8% $321.48万 加仓
VUG VANGUARD INDEX FDS $362.98万1.03%42,138 1,2723.1% $10.96万 加仓
IGSB ISHARES TR $362.26万1.03%69,120 8,58714.2% $45.00万 加仓
IWD ISHARES TR $345.68万0.98%14,259 00.0% — 不变
DIS DISNEY WALT CO $345.29万0.98%35,874 9,07533.9% $87.35万 重新持有
JPM JPMORGAN CHASE & CO $336.91万0.95%10,293 10.0% $327 加仓
PYLD PIMCO ETF TR $311.61万0.88%117,499 17,78217.8% $47.16万 加仓
OGE OGE ENERGY CORP $301.55万0.85%61,970 60.0% $292 加仓
LLY ELI LILLY & CO $291.22万0.83%2,428 1,06177.6% $127.26万 重新持有
CVX CHEVRON CORPORATION $286.86万0.81%17,306 8895.4% $14.74万 加仓
VHT VANGUARD WORLD FD $286.21万0.81%9,572 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $274.93万0.78%64,934 -6,370-8.9% -$26.97万 减仓
ABBV ABBVIE INC $273.67万0.78%10,875 -464-4.1% -$11.68万 减仓
V VISA INC $272.25万0.77%7,935 5,992308.4% $205.59万 加仓
SBUX STARBUCKS CORP $270.18万0.77%26,439 5,48326.2% $56.03万 重新持有
IEF ISHARES TR $257.49万0.73%27,227 00.0% — 不变
HD HOME DEPOT INC $252.77万0.72%7,167 2,92969.1% $103.30万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $251.84万0.71%53,651 00.0% — 不变
— EXXON MOBIL CORP $251.83万0.71%18,420 70.0% $957 加仓
GHC GRAHAM HLDGS CO $247.80万0.70%2,171 00.0% — 不变
AMAT APPLIED MATLS INC $242.57万0.69%3,355 -369-9.9% -$26.68万 减仓
GD GENERAL DYNAMICS CORP $238.47万0.68%6,732 1,30624.1% $46.26万 重新持有
PG PROCTER & GAMBLE CO $235.14万0.67%16,035 14,098727.8% $206.73万 加仓
AMZN AMAZON COM INC $225.61万0.64%9,466 5225.8% $12.44万 加仓
WTM WHITE MTNS INS GROUP LTD $223.93万0.63%1,080 00.0% — 不变
QQQ INVESCO QQQ TR $216.84万0.61%2,945 00.0% — 不变
RTX RTX CORPORATION $211.53万0.60%11,149 8,685352.5% $164.78万 加仓
SPHY SPDR SERIES TRUST $195.82万0.55%83,542 00.0% — 不变
JMBS JANUS DETROIT STR TR $184.39万0.52%40,985 00.0% — 不变
IWF ISHARES TR $180.65万0.51%14,549 -5,259-26.5% -$65.30万 减仓
NOBL PROSHARES TR $177.60万0.50%31,624 00.0% — 不变
BP BP PLC $170.42万0.48%46,121 00.0% — 不变
TXN TEXAS INSTRS INC $169.05万0.48%5,671 60.1% $1,789 加仓
VB VANGUARD INDEX FDS $163.26万0.46%5,386 00.0% — 不变
VGT VANGUARD WORLD FD $160.76万0.46%13,451 -6,245-31.7% -$74.64万 减仓
PFE PFIZER INC $159.44万0.45%66,212 2,0263.2% $4.88万 加仓
IVV ISHARES TR $156.44万0.44%2,089 -90-4.1% -$6.74万 减仓
KO COCA COLA CO $149.85万0.42%18,438 -2,662-12.6% -$21.63万 减仓
XLK SELECT SECTOR SPDR TR $147.93万0.42%7,765 30.0% $572 加仓
DVN DEVON ENERGY CORP NEW $147.35万0.42%35,661 2,2966.9% $9.49万 加仓
VWO VANGUARD INTL EQUITY INDEX F $146.13万0.41%24,481 00.0% — 不变
MS MORGAN STANLEY $141.32万0.40%6,761 50.1% $1,045 加仓
HON HONEYWELL INTL INC $140.43万0.40%6,272 3,896164.0% $87.23万 加仓
HONA HONEYWELL AEROSPACE INC $138.66万0.39%6,272 6,272— $138.66万 新建仓
CHRW C H ROBINSON WORLDWIDE IN $137.06万0.39%7,277 -1,819-20.0% -$34.26万 重新持有
PEP PEPSICO INC $136.55万0.39%10,085 4,84692.5% $65.61万 加仓
SNA SNAP ON INC $136.53万0.39%3,393 00.0% — 不变
CSCO CISCO SYS INC $135.60万0.38%11,544 -5,001-30.2% -$58.74万 减仓
AVGO BROADCOM INC $133.88万0.38%3,544 310.9% $1.17万 加仓
ISRG INTUITIVE SURGICAL INC $132.94万0.38%3,343 2,523307.7% $100.33万 加仓
GOOG ALPHABET INC $132.43万0.38%3,748 -1,107-22.8% -$39.11万 减仓
VOT VANGUARD INDEX FDS $131.71万0.37%4,300 00.0% — 不变
SO SOUTHERN CO $129.25万0.37%13,504 90.1% $861 加仓
DEO DIAGEO PLC $122.28万0.35%15,213 5,30553.5% $42.64万 重新持有
ET ENERGY TRANSFER L P $119.58万0.34%62,541 -29,926-32.4% -$57.22万 减仓
RSP INVESCO EXCHANGE TRADED FD T $116.41万0.33%5,471 00.0% — 不变
QDPL PACER FDS TR $116.33万0.33%25,812 00.0% — 不变
XLF SELECT SECTOR SPDR TR $112.42万0.32%20,970 -5,491-20.8% -$29.44万 减仓
IBM INTERNATIONAL BUSINESS MACHS $108.94万0.31%3,874 1,19644.7% $33.63万 加仓
DFUS DIMENSIONAL ETF TRUST $108.69万0.31%13,265 6,15786.6% $50.45万 加仓
UPS UNITED PARCEL SVCS INC $107.98万0.31%10,045 40.0% $430 加仓
IWM ISHARES TR $106.51万0.30%3,545 00.0% — 不变
VO VANGUARD INDEX FDS $105.80万0.30%13,132 00.0% — 不变
EMR EMERSON ELEC CO $105.14万0.30%7,345 4,741182.1% $67.87万 加仓
GLD SPDR GOLD TR $100.68万0.29%2,733 -1,972-41.9% -$72.64万 减仓
WES WESTERN MIDSTREAM PARTNERS L $96.27万0.27%22,000 -9,000-29.0% -$39.38万 减仓
XLE SELECT SECTOR SPDR TR $93.60万0.27%17,624 00.0% — 不变
ENB ENBRIDGE INC $93.40万0.26%17,230 4,24332.7% $23.00万 加仓
MRK MERCK & CO INC $93.18万0.26%7,251 -1,971-21.4% -$25.33万 减仓
CL COLGATE PALMOLIVE CO $93.00万0.26%10,144 1,17713.1% $10.79万 重新持有
GPIX GOLDMAN SACHS ETF TR $90.77万0.26%16,335 16,335— $90.77万 新建仓
PAVE GLOBAL X FDS $89.95万0.25%15,267 00.0% — 不变
LAZ LAZARD INC $88.43万0.25%21,084 00.0% — 不变
SPEM SPDR INDEX SHS FDS $87.74万0.25%16,945 8,670104.8% $44.89万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $87.37万0.25%14,215 00.0% — 不变
GDX VANECK ETF TRUST $84.90万0.24%11,252 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $84.83万0.24%3,585 34810.8% $8.23万 加仓
PSX PHILLIPS 66 $83.56万0.24%4,943 00.0% — 不变