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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,805.15万 | 9.86% | 46,944 | 13,182 | 39.0% | $787.69万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,334.07万 | 4.69% | 54,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,092.07万 | 3.84% | 34,041 | 11,733 | 52.6% | $376.41万 | 加仓 |
| OKE | ONEOK INC NEW | $834.66万 | 2.93% | 92,340 | 9,951 | 12.1% | $89.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $806.37万 | 2.83% | 12,399 | -634 | -4.9% | -$41.23万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $766.97万 | 2.69% | 39,091 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $766.13万 | 2.69% | 109,167 | 30 | 0.0% | $2,105 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $609.81万 | 2.14% | 117,430 | 59,954 | 104.3% | $311.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $463.82万 | 1.63% | 72,382 | -6,585 | -8.3% | -$42.20万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $427.86万 | 1.50% | 37,234 | 37,234 | — | $427.86万 | 新建仓 |
| MSFT | MICROSOFT CORP | $409.00万 | 1.44% | 11,049 | -7,216 | -39.5% | -$267.11万 | 减仓 |
| WMB | WILLIAMS COS INC | $403.81万 | 1.42% | 55,484 | -2,351 | -4.1% | -$17.11万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $382.20万 | 1.34% | 75,879 | 55,774 | 277.4% | $280.93万 | 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 |
| VZ | VERIZON COMMUNICATIONS INC | $357.95万 | 1.26% | 71,304 | 7,559 | 11.9% | $37.95万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $351.46万 | 1.23% | 7,588 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $339.67万 | 1.19% | 16,417 | 96 | 0.6% | $1.99万 | 加仓 |
| IGSB | ISHARES TR | $318.16万 | 1.12% | 60,533 | 35,086 | 137.9% | $184.41万 | 加仓 |
| — | EXXON MOBIL CORP | $312.40万 | 1.10% | 18,413 | 6 | 0.0% | $1,018 | 加仓 |
| IWD | ISHARES TR | $304.67万 | 1.07% | 14,259 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $302.74万 | 1.06% | 10,292 | 416 | 4.2% | $12.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $297.50万 | 1.05% | 6,811 | -6,566 | -49.1% | -$286.80万 | 减仓 |
| OGE | OGE ENERGY CORP | $297.18万 | 1.04% | 61,964 | -137 | -0.2% | -$6,571 | 减仓 |
| PYLD | PIMCO ETF TR | $261.26万 | 0.92% | 99,717 | 21,576 | 27.6% | $56.53万 | 加仓 |
| VHT | VANGUARD WORLD FD | $260.68万 | 0.92% | 9,572 | 1,025 | 12.0% | $27.91万 | 加仓 |
| IEF | ISHARES TR | $259.85万 | 0.91% | 27,227 | 27,227 | — | $259.85万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $252.59万 | 0.89% | 53,651 | 1,896 | 3.7% | $8.93万 | 加仓 |
| ABBV | ABBVIE INC | $246.62万 | 0.87% | 11,339 | 1,090 | 10.6% | $23.71万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $238.08万 | 0.84% | 40,670 | 40,670 | — | $238.08万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $237.27万 | 0.83% | 1,080 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $229.53万 | 0.81% | 2,171 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.84万 | 0.77% | 4,546 | -7,085 | -60.9% | -$339.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $217.28万 | 0.76% | 8,889 | -14,993 | -62.8% | -$366.48万 | 减仓 |
| BP | BP PLC | $216.77万 | 0.76% | 46,121 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $211.15万 | 0.74% | 4,952 | -755 | -13.2% | -$32.19万 | 减仓 |
| GLD | SPDR GOLD TR | $202.45万 | 0.71% | 4,705 | -302 | -6.0% | -$12.99万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $194.82万 | 0.68% | 83,542 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $186.28万 | 0.65% | 8,944 | 1,061 | 13.5% | $22.10万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $185.17万 | 0.65% | 40,985 | 40,985 | — | $185.17万 | 新建仓 |
| PFE | PFIZER INC | $180.23万 | 0.63% | 64,186 | 11,301 | 21.4% | $31.73万 | 加仓 |
| ET | ENERGY TRANSFER L P | $178.46万 | 0.63% | 92,467 | 5,077 | 5.8% | $9.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $175.53万 | 0.62% | 30,968 | 4,885 | 18.7% | $27.69万 | 加仓 |
| AAPL | APPLE INC | $174.43万 | 0.61% | 6,873 | -5,308 | -43.6% | -$134.71万 | 减仓 |
| VGT | VANGUARD WORLD FD | $171.79万 | 0.60% | 2,462 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $169.96万 | 0.60% | 2,945 | 41 | 1.4% | $2.37万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $167.89万 | 0.59% | 33,365 | -1,510 | -4.3% | -$7.60万 | 减仓 |
| NOBL | PROSHARES TR | $167.62万 | 0.59% | 15,812 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $160.47万 | 0.56% | 21,100 | 2,981 | 16.5% | $22.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $149.46万 | 0.53% | 8,570 | -4,858 | -36.2% | -$84.72万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $143.78万 | 0.51% | 52,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $142.33万 | 0.50% | 2,179 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $141.07万 | 0.50% | 5,386 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $139.38万 | 0.49% | 4,238 | -2,692 | -38.8% | -$88.54万 | 减仓 |
| GOOG | ALPHABET INC | $139.27万 | 0.49% | 4,855 | 563 | 13.1% | $16.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $132.32万 | 0.46% | 24,481 | -90 | -0.4% | -$4,864 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $130.64万 | 0.46% | 26,461 | -410 | -1.5% | -$2.02万 | 减仓 |
| SO | SOUTHERN CO | $130.25万 | 0.46% | 13,495 | 5,310 | 64.9% | $51.25万 | 加仓 |
| CSCO | CISCO SYS INC | $128.37万 | 0.45% | 16,545 | 2,516 | 17.9% | $19.52万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $127.63万 | 0.45% | 31,000 | 10,000 | 47.6% | $41.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $127.28万 | 0.45% | 3,724 | 49 | 1.3% | $1.67万 | 加仓 |
| SNA | SNAP ON INC | $123.24万 | 0.43% | 3,393 | 3 | 0.1% | $1,090 | 加仓 |
| MS | MORGAN STANLEY | $111.19万 | 0.39% | 6,756 | 975 | 16.9% | $16.05万 | 加仓 |
| MRK | MERCK & CO INC | $110.93万 | 0.39% | 9,222 | 122 | 1.3% | $1.47万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $110.66万 | 0.39% | 4,300 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $109.98万 | 0.39% | 5,665 | 731 | 14.8% | $14.19万 | 加仓 |
| AGX | ARGAN INC | $108.98万 | 0.38% | 2,001 | 2,001 | — | $108.98万 | 新建仓 |
| AVGO | BROADCOM INC | $108.72万 | 0.38% | 3,513 | -573 | -14.0% | -$17.73万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $107.96万 | 0.38% | 17,624 | -650 | -3.6% | -$3.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $105.00万 | 0.37% | 5,471 | -108 | -1.9% | -$2.07万 | 减仓 |
| QDPL | PACER FDS TR | $103.61万 | 0.36% | 25,812 | 6,986 | 37.1% | $28.04万 | 加仓 |
| GDX | VANECK ETF TRUST | $103.26万 | 0.36% | 11,252 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $103.16万 | 0.36% | 7,762 | 2 | 0.0% | $266 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $98.78万 | 0.35% | 10,041 | 5,041 | 100.8% | $49.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $94.28万 | 0.33% | 3,283 | -44 | -1.3% | -$1.26万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $92.14万 | 0.32% | 34,000 | 12,000 | 54.5% | $32.52万 | 加仓 |
| PSX | PHILLIPS 66 | $90.05万 | 0.32% | 4,943 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $89.59万 | 0.31% | 34,000 | -1,500 | -4.2% | -$3.95万 | 减仓 |
| LAZ | LAZARD INC | $89.56万 | 0.31% | 21,084 | -1,002 | -4.5% | -$4.26万 | 减仓 |
| T | AT&T INC | $88.12万 | 0.31% | 30,397 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $87.92万 | 0.31% | 3,545 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $87.28万 | 0.31% | 6,419 | -12,254 | -65.6% | -$166.61万 | 减仓 |
| PEP | PEPSICO INC | $81.36万 | 0.29% | 5,239 | -2,578 | -33.0% | -$40.03万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $78.92万 | 0.28% | 14,215 | 4,545 | 47.0% | $25.23万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $78.92万 | 0.28% | 23,537 | 114 | 0.5% | $3,822 | 加仓 |
| COWZ | PACER FDS TR | $77.87万 | 0.27% | 12,448 | 34 | 0.3% | $2,127 | 加仓 |
| PAVE | GLOBAL X FDS | $77.57万 | 0.27% | 15,267 | -114 | -0.7% | -$5,792 | 减仓 |
| MMM | 3M CO | $74.58万 | 0.26% | 5,136 | 31 | 0.6% | $4,502 | 加仓 |
| VOE | VANGUARD INDEX FDS | $73.73万 | 0.26% | 4,001 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $73.50万 | 0.26% | 130 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.25% | 1 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FDS TR | $70.92万 | 0.25% | 13,623 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $70.31万 | 0.25% | 12,987 | 3,302 | 34.1% | $17.88万 | 加仓 |
| IBDT | ISHARES TR | $69.78万 | 0.25% | 27,547 | 31 | 0.1% | $785 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.61万 | 0.24% | 3,237 | 273 | 9.2% | $5.87万 | 加仓 |
| MCD | MCDONALDS CORP | $69.40万 | 0.24% | 2,233 | -8 | -0.4% | -$2,486 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $68.33万 | 0.24% | 17,584 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $67.04万 | 0.24% | 28,820 | 4,254 | 17.3% | $9.89万 | 加仓 |
| IBDS | ISHARES TR | $66.90万 | 0.24% | 27,597 | 30 | 0.1% | $727 | 加仓 |
| IBDR | ISHARES TR | $66.89万 | 0.24% | 27,595 | 30 | 0.1% | $727 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $66.87万 | 0.23% | 3,585 | 0 | 0.0% | — | 不变 |