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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC | $66.47万 | 0.23% | 45,000 | 10,000 | 28.6% | $14.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.91万 | 0.23% | 2,678 | -230 | -7.9% | -$5.57万 | 减仓 |
| MOAT | VANECK ETF TRUST | $63.24万 | 0.22% | 6,540 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $62.61万 | 0.22% | 10,990 | -47,345 | -81.2% | -$269.72万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $60.89万 | 0.21% | 3,000 | 3,000 | — | $60.89万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.49万 | 0.21% | 4,135 | 135 | 3.4% | $1.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $60.07万 | 0.21% | 6,932 | -31,936 | -82.2% | -$276.73万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $59.51万 | 0.21% | 2,002 | 2 | 0.1% | $594 | 加仓 |
| V | VISA INC | $58.73万 | 0.21% | 1,943 | -3,298 | -62.9% | -$99.69万 | 减仓 |
| O | REALTY INCOME CORP | $57.50万 | 0.20% | 9,399 | 3,314 | 54.5% | $20.28万 | 加仓 |
| GRMN | GARMIN LTD | $56.54万 | 0.20% | 2,437 | 9 | 0.4% | $2,088 | 加仓 |
| LNG | CHENIERE ENERGY INC | $55.96万 | 0.20% | 1,972 | -186 | -8.6% | -$5.28万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $55.74万 | 0.20% | 5,046 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $55.02万 | 0.19% | 11,287 | -1,271 | -10.1% | -$6.20万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $53.99万 | 0.19% | 5,527 | 1,027 | 22.8% | $10.03万 | 加仓 |
| — | HONEYWELL INTL INC | $53.70万 | 0.19% | 2,376 | -7,335 | -75.5% | -$165.79万 | 减仓 |
| PPLI | IAC INC | $53.34万 | 0.19% | 13,325 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $53.04万 | 0.19% | 2,677 | 1 | 0.0% | $198 | 加仓 |
| L | LOEWS CORP | $52.48万 | 0.18% | 4,917 | 9 | 0.2% | $961 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $51.88万 | 0.18% | 3,236 | 490 | 17.8% | $7.86万 | 加仓 |
| BA | BOEING CO | $51.63万 | 0.18% | 2,594 | 304 | 13.3% | $6.05万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $51.54万 | 0.18% | 1,436 | 414 | 40.5% | $14.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.40万 | 0.18% | 7,108 | 3,654 | 105.8% | $25.91万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $47.97万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $47.88万 | 0.17% | 24,900 | 10,000 | 67.1% | $19.23万 | 加仓 |
| RTX | RTX CORPORATION | $47.53万 | 0.17% | 2,464 | -10,462 | -80.9% | -$201.81万 | 减仓 |
| WMT | WALMART INC | $46.74万 | 0.16% | 3,761 | -7,858 | -67.6% | -$97.66万 | 减仓 |
| SYK | STRYKER CORPORATION | $46.36万 | 0.16% | 1,411 | 31 | 2.2% | $1.02万 | 加仓 |
| GEV | GE VERNOVA INC | $46.00万 | 0.16% | 527 | -483 | -47.8% | -$42.16万 | 减仓 |
| GOOGL | ALPHABET INC | $45.46万 | 0.16% | 1,581 | -20,225 | -92.7% | -$581.59万 | 减仓 |
| RIO | RIO TINTO PLC | $45.29万 | 0.16% | 4,855 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.94万 | 0.16% | 7,410 | 7,410 | — | $44.94万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $43.39万 | 0.15% | 1,705 | 5 | 0.3% | $1,272 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $40.37万 | 0.14% | 3,705 | 352 | 10.5% | $3.84万 | 加仓 |
| PGR | PROGRESSIVE CORP | $40.18万 | 0.14% | 2,027 | 1,027 | 102.7% | $20.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $40.13万 | 0.14% | 664 | 189 | 39.8% | $11.42万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $39.20万 | 0.14% | 1,977 | -2,995 | -60.2% | -$59.39万 | 减仓 |
| CCJ | CAMECO CORP | $38.99万 | 0.14% | 3,590 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $38.82万 | 0.14% | 8,275 | -5,980 | -42.0% | -$28.05万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $38.75万 | 0.14% | 8,240 | 21 | 0.3% | $988 | 加仓 |
| TSLA | TESLA INC | $38.25万 | 0.13% | 1,029 | 420 | 69.0% | $15.61万 | 加仓 |
| FLO | FLOWERS FOODS INC | $38.00万 | 0.13% | 46,627 | 5 | 0.0% | $41 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.80万 | 0.13% | 820 | 21 | 2.6% | $9,681 | 加仓 |
| ANGL | VANECK ETF TRUST | $37.47万 | 0.13% | 13,046 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $37.46万 | 0.13% | 5,886 | 31 | 0.5% | $1,973 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $36.86万 | 0.13% | 8,252 | 8,252 | — | $36.86万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $36.55万 | 0.13% | 1,669 | 14 | 0.8% | $3,066 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $36.36万 | 0.13% | 40,943 | -21,000 | -33.9% | -$18.65万 | 减仓 |
| VLTO | VERALTO CORP | $36.10万 | 0.13% | 4,083 | 684 | 20.1% | $6.05万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $36.09万 | 0.13% | 14,870 | 6,507 | 77.8% | $15.79万 | 加仓 |
| DHR | DANAHER CORP DEL | $36.01万 | 0.13% | 1,899 | 34 | 1.8% | $6,446 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.50万 | 0.12% | 11,572 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $35.50万 | 0.12% | 2,413 | -12,086 | -83.4% | -$177.80万 | 减仓 |
| WSO | WATSCO INC | $34.56万 | 0.12% | 950 | 402 | 73.4% | $14.62万 | 重新持有 |
| ECL | ECOLAB INC | $34.21万 | 0.12% | 1,286 | 1,286 | — | $34.21万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.12万 | 0.12% | 2,604 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $33.37万 | 0.12% | 2,641 | 76 | 3.0% | $9,603 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $32.67万 | 0.11% | 30,000 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $32.28万 | 0.11% | 1,876 | -906 | -32.6% | -$15.59万 | 减仓 |
| BN | BROOKFIELD CORP | $31.71万 | 0.11% | 7,835 | 500 | 6.8% | $2.02万 | 加仓 |
| IBTI | ISHARES TR | $30.57万 | 0.11% | 13,717 | 28 | 0.2% | $624 | 加仓 |
| FIX | COMFORT SYS USA INC | $30.48万 | 0.11% | 221 | 3 | 1.4% | $4,137 | 加仓 |
| CAT | CATERPILLAR INC | $30.25万 | 0.11% | 427 | 30 | 7.6% | $2.13万 | 加仓 |
| IBTG | ISHARES TR | $30.25万 | 0.11% | 13,199 | 29 | 0.2% | $665 | 加仓 |
| IBTH | ISHARES TR | $30.22万 | 0.11% | 13,475 | 28 | 0.2% | $628 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.78万 | 0.10% | 352 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $29.44万 | 0.10% | 5,008 | -1,467 | -22.7% | -$8.62万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $29.25万 | 0.10% | 2,099 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $28.26万 | 0.10% | 1,001 | 1 | 0.1% | $282 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.98万 | 0.10% | 1,937 | -8,120 | -80.7% | -$117.29万 | 减仓 |
| BX | BLACKSTONE INC | $26.92万 | 0.09% | 2,341 | 986 | 72.8% | $11.34万 | 加仓 |
| IBDV | ISHARES TR | $26.70万 | 0.09% | 12,197 | 12,197 | — | $26.70万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.22万 | 0.09% | 1,061 | 1,061 | — | $26.22万 | 新建仓 |
| GLIBK | GCI LIBERTY INC | $25.72万 | 0.09% | 6,912 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $25.71万 | 0.09% | 23,627 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $25.65万 | 0.09% | 927 | 2 | 0.2% | $553 | 加仓 |
| TJX | TJX COS INC NEW | $25.44万 | 0.09% | 1,593 | -4 | -0.3% | -$639 | 减仓 |
| ANET | ARISTA NETWORKS INC | $25.33万 | 0.09% | 2,063 | 63 | 3.1% | $7,735 | 加仓 |
| SHY | ISHARES TR | $25.29万 | 0.09% | 3,062 | -135 | -4.2% | -$1.11万 | 减仓 |
| MELI | MERCADOLIBRE INC | $25.24万 | 0.09% | 146 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $25.20万 | 0.09% | 1,719 | -183 | -9.6% | -$2.68万 | 减仓 |
| MHK | MOHAWK INDS INC | $24.94万 | 0.09% | 2,533 | 3 | 0.1% | $295 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $24.71万 | 0.09% | 226 | 3 | 1.3% | $3,280 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.46万 | 0.09% | 876 | 16 | 1.9% | $4,468 | 加仓 |
| PAYX | PAYCHEX INC | $24.38万 | 0.09% | 2,646 | 16 | 0.6% | $1,474 | 加仓 |
| RY | ROYAL BK CDA | $24.27万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $24.05万 | 0.08% | 2,675 | 2,675 | — | $24.05万 | 新建仓 |
| AMGN | AMGEN INC | $23.82万 | 0.08% | 677 | 31 | 4.8% | $1.09万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $23.29万 | 0.08% | 320 | 320 | — | $23.29万 | 新建仓 |
| CNX | CNX RES CORP | $23.19万 | 0.08% | 6,016 | 6 | 0.1% | $231 | 加仓 |
| WM | WASTE MGMT INC DEL | $23.02万 | 0.08% | 1,002 | 22 | 2.2% | $5,055 | 加仓 |
| ARCC | ARES CAPITAL CORP | $22.59万 | 0.08% | 12,535 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $22.44万 | 0.08% | 1,387 | 2 | 0.1% | $324 | 加仓 |
| IWB | ISHARES TR | $21.07万 | 0.07% | 591 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $20.85万 | 0.07% | 3,004 | 4 | 0.1% | $278 | 加仓 |
| VDC | VANGUARD WORLD FD | $20.62万 | 0.07% | 918 | 918 | — | $20.62万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.37万 | 0.07% | 3,047 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.29万 | 0.07% | 3,025 | 3,025 | — | $20.29万 | 新建仓 |
| IBTJ | ISHARES TR | $20.17万 | 0.07% | 9,233 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $20.04万 | 0.07% | 2,420 | 645 | 36.3% | $5.34万 | 加仓 |