ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
WELLESLEY MA · SEC CIK 0001931870
$4.09亿2026Q2 申报市值
182持仓数
38.4%前十大占比 · 第一大 5.3%
21 / 22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
VOO 加仓+$207.55万
VGT 新建仓+$179.26万
JPM 加仓+$163.17万
XYL 加仓+$162.28万
ROP 新建仓+$155.49万
2026Q2 卖出最多 按季末市值估算
INTU 清仓-$295.27万
SPGI 清仓-$255.20万
MA 减仓-$254.23万
TSCO 清仓-$195.76万
BR 清仓-$161.77万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,156.62万 | 5.27% | 60,347 | -1,917 | -3.1% | -$68.51万 | 减仓 |
| AAPL | APPLE INC | $2,053.99万 | 5.02% | 70,984 | -315 | -0.4% | -$9.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,051.89万 | 5.01% | 35,322 | -806 | -2.2% | -$46.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,971.60万 | 4.81% | 27,270 | -612 | -2.2% | -$44.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,678.22万 | 4.10% | 83,873 | -1,188 | -1.4% | -$23.77万 | 减仓 |
| AVGO | BROADCOM INC | $1,482.91万 | 3.62% | 39,256 | -360 | -0.9% | -$13.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,269.61万 | 3.10% | 34,036 | -206 | -0.6% | -$7.68万 | 减仓 |
| KLAC | KLA CORP | $1,267.18万 | 3.09% | 42,000 | -30 | -0.1% | -$9,051 | 减仓 |
| CSCO | CISCO SYS INC | $922.83万 | 2.25% | 78,565 | -3,269 | -4.0% | -$38.40万 | 减仓 |
| AMZN | AMAZON COM INC | $852.40万 | 2.08% | 35,764 | -1,251 | -3.4% | -$29.82万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $810.77万 | 1.98% | 7,024 | -6 | -0.1% | -$6,926 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $754.32万 | 1.84% | 11,810 | -38 | -0.3% | -$2.43万 | 减仓 |
| APH | AMPHENOL CORP | $607.62万 | 1.48% | 34,461 | -1,428 | -4.0% | -$25.18万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $595.26万 | 1.45% | 13,737 | 196 | 1.4% | $8.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $568.07万 | 1.39% | 19,058 | -773 | -3.9% | -$23.04万 | 减仓 |
| WMT | WALMART INC | $564.87万 | 1.38% | 49,874 | -2,044 | -3.9% | -$23.15万 | 减仓 |
| META | META PLATFORMS INC | $536.03万 | 1.31% | 9,516 | -282 | -2.9% | -$15.88万 | 减仓 |
| TSLA | TESLA INC | $516.45万 | 1.26% | 12,279 | -318 | -2.5% | -$13.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $511.15万 | 1.25% | 6,698 | 6 | 0.1% | $4,579 | 加仓 |
| ADI | ANALOG DEVICES INC | $471.69万 | 1.15% | 11,876 | -451 | -3.7% | -$17.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $462.72万 | 1.13% | 9,689 | 149 | 1.6% | $7.12万 | 加仓 |
| BLK | BLACKROCK INC | $444.95万 | 1.09% | 4,627 | -155 | -3.2% | -$14.91万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $432.39万 | 1.06% | 49,264 | 2,105 | 4.5% | $18.48万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $414.47万 | 1.01% | 33,577 | -1,359 | -3.9% | -$16.78万 | 减仓 |
| ORCL | ORACLE CORP | $413.00万 | 1.01% | 28,181 | 2,275 | 8.8% | $33.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $412.27万 | 1.01% | 8,394 | -85 | -1.0% | -$4.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $400.75万 | 0.98% | 5,835 | 3,022 | 107.4% | $207.55万 | 加仓 |
| CB | CHUBB LIMITED | $376.68万 | 0.92% | 11,055 | 57 | 0.5% | $1.94万 | 加仓 |
| BX | BLACKSTONE INC | $369.30万 | 0.90% | 31,385 | -1,617 | -4.9% | -$19.03万 | 减仓 |
| ABBV | ABBVIE INC | $368.37万 | 0.90% | 14,639 | -340 | -2.3% | -$8.56万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $344.79万 | 0.84% | 3,525 | -119 | -3.3% | -$11.64万 | 减仓 |
| LLY | ELI LILLY & CO | $340.04万 | 0.83% | 2,835 | -91 | -3.1% | -$10.91万 | 减仓 |
| ECL | ECOLAB INC | $333.83万 | 0.82% | 11,982 | -340 | -2.8% | -$9.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $319.11万 | 0.78% | 9,008 | -375 | -4.0% | -$13.28万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $312.67万 | 0.76% | 10,496 | 45 | 0.4% | $1.34万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $306.31万 | 0.75% | 8,896 | -468 | -5.0% | -$16.11万 | 减仓 |
| PSX | PHILLIPS 66 | $294.71万 | 0.72% | 17,433 | -526 | -2.9% | -$8.89万 | 减仓 |
| LIN | LINDE PLC | $293.46万 | 0.72% | 5,655 | -26 | -0.5% | -$1.35万 | 减仓 |
| VB | VANGUARD INDEX FDS | $287.29万 | 0.70% | 9,478 | 42 | 0.4% | $1.27万 | 加仓 |
| IEFA | ISHARES TR | $286.97万 | 0.70% | 29,713 | 628 | 2.2% | $6.07万 | 加仓 |
| V | VISA INC | $281.80万 | 0.69% | 8,214 | -270 | -3.2% | -$9.26万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $273.05万 | 0.67% | 7,800 | 40 | 0.5% | $1.40万 | 加仓 |
| — | EXXON MOBIL CORP | $271.99万 | 0.66% | 19,894 | -604 | -2.9% | -$8.26万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $270.26万 | 0.66% | 7,925 | 53 | 0.7% | $1.81万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $269.85万 | 0.66% | 84,407 | -3,472 | -4.0% | -$11.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $260.23万 | 0.64% | 8,955 | -262 | -2.8% | -$7.61万 | 减仓 |
| VO | VANGUARD INDEX FDS | $256.97万 | 0.63% | 31,894 | 478 | 1.5% | $3.85万 | 加仓 |
| FTNT | FORTINET INC | $241.61万 | 0.59% | 15,728 | -16 | -0.1% | -$2,458 | 减仓 |
| GOOG | ALPHABET INC | $224.82万 | 0.55% | 6,363 | -56 | -0.9% | -$1.98万 | 减仓 |
| SYK | STRYKER CORPORATION | $221.93万 | 0.54% | 7,049 | -297 | -4.0% | -$9.35万 | 减仓 |
| XYL | XYLEM INC | $215.56万 | 0.53% | 18,235 | 13,728 | 304.6% | $162.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $207.69万 | 0.51% | 6,345 | 4,985 | 366.5% | $163.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $206.86万 | 0.51% | 12,480 | -191 | -1.5% | -$3.17万 | 减仓 |
| PPG | PPG INDS INC | $182.75万 | 0.45% | 15,067 | 12,796 | 563.5% | $155.20万 | 加仓 |
| INTC | INTEL CORP | $181.52万 | 0.44% | 13,000 | -3,200 | -19.8% | -$44.68万 | 减仓 |
| VGT | VANGUARD WORLD FD | $179.26万 | 0.44% | 14,998 | 14,998 | — | $179.26万 | 新建仓 |
| TJX | TJX COS INC NEW | $176.94万 | 0.43% | 11,679 | 20 | 0.2% | $3,030 | 加仓 |
| ASML | ASML HLDG NV | $169.96万 | 0.42% | 854 | 44 | 5.4% | $8.76万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $163.81万 | 0.40% | 4,620 | 391 | 9.2% | $13.86万 | 加仓 |
| GEV | GE VERNOVA INC | $162.95万 | 0.40% | 1,387 | 306 | 28.3% | $35.95万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $159.24万 | 0.39% | 35,301 | 406 | 1.2% | $1.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $158.40万 | 0.39% | 21,578 | 10,554 | 95.7% | $77.48万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $156.32万 | 0.38% | 42,112 | 2,297 | 5.8% | $8.53万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $155.49万 | 0.38% | 4,595 | 4,595 | — | $155.49万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $149.92万 | 0.37% | 3,610 | 3,610 | — | $149.92万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $128.12万 | 0.31% | 5,045 | 129 | 2.6% | $3.28万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $123.32万 | 0.30% | 7,259 | -6 | -0.1% | -$1,019 | 减仓 |
| BURL | BURLINGTON STORES INC | $119.56万 | 0.29% | 3,774 | 62 | 1.7% | $1.96万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $119.26万 | 0.29% | 15,548 | 669 | 4.5% | $5.13万 | 加仓 |
| SLB | SLB LIMITED | $113.02万 | 0.28% | 24,311 | 1,416 | 6.2% | $6.58万 | 加仓 |
| EOG | EOG RES INC | $112.52万 | 0.27% | 8,673 | 529 | 6.5% | $6.86万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $106.04万 | 0.26% | 12,404 | 7,852 | 172.5% | $67.13万 | 加仓 |
| CPAY | CORPAY INC | $105.25万 | 0.26% | 3,158 | 49 | 1.6% | $1.63万 | 加仓 |
| NVO | NOVO-NORDISK A S | $103.55万 | 0.25% | 21,601 | 6,936 | 47.3% | $33.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.59万 | 0.24% | 1,939 | -4,950 | -71.9% | -$254.23万 | 减仓 |
| TRP | TC ENERGY CORP | $98.76万 | 0.24% | 14,898 | 1,125 | 8.2% | $7.46万 | 加仓 |
| EQIX | EQUINIX INC | $96.21万 | 0.23% | 923 | -1 | -0.1% | -$1,042 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $95.71万 | 0.23% | 3,406 | 312 | 10.1% | $8.77万 | 加仓 |
| RIO | RIO TINTO PLC | $94.33万 | 0.23% | 9,937 | 730 | 7.9% | $6.93万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $93.32万 | 0.23% | 3,757 | -205 | -5.2% | -$5.09万 | 减仓 |
| FSLR | FIRST SOLAR INC | $91.13万 | 0.22% | 3,862 | 67 | 1.8% | $1.58万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $90.64万 | 0.22% | 17,496 | 580 | 3.4% | $3.00万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $90.20万 | 0.22% | 9,795 | -29 | -0.3% | -$2,671 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.11万 | 0.22% | 891 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $89.67万 | 0.22% | 11,531 | 797 | 7.4% | $6.20万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $88.01万 | 0.21% | 10,679 | 172 | 1.6% | $1.42万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $87.98万 | 0.21% | 1,777 | -2 | -0.1% | -$990 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $86.55万 | 0.21% | 2,585 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $85.87万 | 0.21% | 9,910 | 897 | 10.0% | $7.77万 | 加仓 |
| IXUS | ISHARES TR | $85.84万 | 0.21% | 8,995 | 265 | 3.0% | $2.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $83.47万 | 0.20% | 11,567 | 121 | 1.1% | $8,731 | 加仓 |
| RBC | RBC BEARINGS INC | $83.08万 | 0.20% | 1,290 | 17 | 1.3% | $1.09万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $81.50万 | 0.20% | 1,775 | -182 | -9.3% | -$8.36万 | 减仓 |
| SHEL | SHELL PLC | $80.90万 | 0.20% | 10,433 | 867 | 9.1% | $6.72万 | 加仓 |
| FTS | FORTIS INC | $80.41万 | 0.20% | 14,050 | 1,287 | 10.1% | $7.37万 | 加仓 |
| BIDU | BAIDU INC | $73.89万 | 0.18% | 6,465 | 590 | 10.0% | $6.74万 | 加仓 |
| MRK | MERCK & CO INC | $73.44万 | 0.18% | 5,715 | 9 | 0.2% | $1,157 | 加仓 |
| HYG | ISHARES TR | $73.05万 | 0.18% | 9,135 | 336 | 3.8% | $2.69万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $72.04万 | 0.18% | 24,004 | 939 | 4.1% | $2.82万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $71.95万 | 0.18% | 86,173 | 86,173 | — | $71.95万 | 新建仓 |