Fortune 45 LLC
Gonzales LA · SEC CIK 0001918707
$2.34亿2026Q2 申报市值
36持仓数
90.5%前十大占比 · 第一大 37.9%
4 / 7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
QQQ 加仓+$150.45万
ETN 新建仓+$87.18万
PG 新建仓+$75.48万
INTC 新建仓+$71.18万
FDXF 新建仓+$57.40万
2026Q2 卖出最多 按季末市值估算
XAR 清仓-$289.96万
SCHF 清仓-$288.83万
RTX 清仓-$111.04万
ORLY 清仓-$103.92万
LMT 清仓-$67.73万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,417 | -100.0% | -$289.96万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -116,701 | -100.0% | -$288.83万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -5,756 | -100.0% | -$111.04万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -11,258 | -100.0% | -$103.92万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -1,121 | -100.0% | -$67.73万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -862 | -100.0% | -$40.81万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,399 | -100.0% | -$23.16万 | 清仓 |
| CVX | CHEVRON CORPORATION | $27.16万 | 0.12% | 1,638 | -93 | -5.4% | -$1.54万 | 减仓 |
| EME | EMCOR GROUP INC | $31.80万 | 0.14% | 383 | 50 | 15.0% | $4.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.07万 | 0.14% | 342 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $45.59万 | 0.19% | 1,361 | 118 | 9.5% | $3.95万 | 加仓 |
| — | EXXON MOBIL CORP | $53.76万 | 0.23% | 3,932 | -665 | -14.5% | -$9.09万 | 减仓 |
| ORCL | ORACLE CORP | $54.96万 | 0.23% | 3,748 | 94 | 2.6% | $1.38万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $57.40万 | 0.25% | 3,801 | 3,801 | — | $57.40万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $63.84万 | 0.27% | 10,501 | 46 | 0.4% | $2,797 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $67.82万 | 0.29% | 11,074 | 71 | 0.6% | $4,348 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.15万 | 0.29% | 5,841 | 647 | 12.5% | $7.55万 | 加仓 |
| INTC | INTEL CORP | $71.18万 | 0.30% | 5,098 | 5,098 | — | $71.18万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $75.48万 | 0.32% | 5,147 | 5,147 | — | $75.48万 | 新建仓 |
| ILCG | ISHARES TR | $81.26万 | 0.35% | 6,942 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.92万 | 0.36% | 1,697 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $87.18万 | 0.37% | 2,046 | 2,046 | — | $87.18万 | 新建仓 |
| AVGO | BROADCOM INC | $88.55万 | 0.38% | 2,343 | 59 | 2.6% | $2.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $94.56万 | 0.40% | 2,533 | 34 | 1.4% | $1.27万 | 加仓 |
| DOV | DOVER CORP | $94.67万 | 0.40% | 4,219 | 239 | 6.0% | $5.36万 | 加仓 |
| SNDK | SANDISK CORP | $99.36万 | 0.42% | 437 | 15 | 3.6% | $3.41万 | 加仓 |
| TSLA | TESLA INC | $104.31万 | 0.45% | 2,480 | 43 | 1.8% | $1.81万 | 加仓 |
| TER | TERADYNE INC | $105.17万 | 0.45% | 2,173 | 67 | 3.2% | $3.24万 | 加仓 |
| GLW | CORNING INC | $125.88万 | 0.54% | 4,926 | 144 | 3.0% | $3.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $135.61万 | 0.58% | 3,663 | 38 | 1.0% | $1.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $136.21万 | 0.58% | 1,345 | 50 | 3.9% | $5.06万 | 加仓 |
| META | META PLATFORMS INC | $158.89万 | 0.68% | 2,819 | 68 | 2.5% | $3.83万 | 加仓 |
| GEV | GE VERNOVA INC | $173.61万 | 0.74% | 1,477 | 138 | 10.3% | $16.22万 | 加仓 |
| AMZN | AMAZON COM INC | $246.28万 | 1.05% | 10,333 | 117 | 1.1% | $2.79万 | 加仓 |
| GOOGL | ALPHABET INC | $259.04万 | 1.11% | 7,246 | -2 | -0.0% | -$715 | 减仓 |
| MGK | VANGUARD WORLD FD | $321.86万 | 1.38% | 36,611 | 36 | 0.1% | $3,165 | 加仓 |
| AAPL | APPLE INC | $389.15万 | 1.66% | 13,447 | 336 | 2.6% | $9.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $415.08万 | 1.77% | 20,742 | 383 | 1.9% | $7.66万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $432.59万 | 1.85% | 8,280 | 16 | 0.2% | $8,359 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,561.09万 | 6.67% | 188,877 | 3,322 | 1.8% | $27.46万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,657.50万 | 7.08% | 495,365 | 10,789 | 2.2% | $36.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,041.98万 | 30.09% | 95,626 | 2,043 | 2.2% | $150.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,860.71万 | 37.86% | 129,010 | 238 | 0.2% | $16.35万 | 加仓 |