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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -6,829 | -100.0% | -$295.27万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$255.20万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -43,213 | -100.0% | -$195.76万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -9,956 | -100.0% | -$161.77万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -3,716 | -100.0% | -$122.02万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -5,416 | -100.0% | -$82.72万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,087 | -100.0% | -$80.60万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -10,140 | -100.0% | -$74.94万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -10,521 | -100.0% | -$59.94万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -3,452 | -100.0% | -$54.56万 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -3,688 | -100.0% | -$51.24万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -12,894 | -100.0% | -$45.31万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,679 | -100.0% | -$35.10万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,808 | -100.0% | -$33.75万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,389 | -100.0% | -$31.40万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -4,168 | -100.0% | -$31.39万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,452 | -100.0% | -$28.99万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -2,865 | -100.0% | -$28.32万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -2,123 | -100.0% | -$25.69万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,368 | -100.0% | -$25.18万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,404 | -100.0% | -$24.68万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,553 | -100.0% | -$22.51万 | 清仓 |
| NUVB | NUVATION BIO INC | $6.82万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $21.41万 | 0.05% | 67 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.51万 | 0.05% | 5,081 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $21.68万 | 0.05% | 1,820 | -19 | -1.0% | -$2,264 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $23.46万 | 0.06% | 6,008 | -17 | -0.3% | -$664 | 减仓 |
| VFH | VANGUARD WORLD FD | $24.15万 | 0.06% | 1,835 | 1,835 | — | $24.15万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $24.74万 | 0.06% | 1,515 | 1,515 | — | $24.74万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.03万 | 0.06% | 1,119 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.36万 | 0.06% | 685 | 685 | — | $25.36万 | 新建仓 |
| PCAR | PACCAR INC | $25.44万 | 0.06% | 2,118 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $25.66万 | 0.06% | 2,062 | -10,074 | -83.0% | -$125.36万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.98万 | 0.06% | 768 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $26.06万 | 0.06% | 958 | 101 | 11.8% | $2.75万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.12万 | 0.07% | 2,516 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $27.37万 | 0.07% | 915 | 915 | — | $27.37万 | 新建仓 |
| IGOV | ISHARES TR | $28.43万 | 0.07% | 6,928 | -677 | -8.9% | -$2.78万 | 减仓 |
| WSO | WATSCO INC | $29.85万 | 0.07% | 716 | 54 | 8.2% | $2.25万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $30.08万 | 0.07% | 3,974 | 3,974 | — | $30.08万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.20万 | 0.08% | 1,988 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $32.66万 | 0.08% | 1,768 | 123 | 7.5% | $2.27万 | 加仓 |
| FAST | FASTENAL CO | $33.12万 | 0.08% | 6,895 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $33.62万 | 0.08% | 10,602 | 10,602 | — | $33.62万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $34.72万 | 0.08% | 1,187 | 83 | 7.5% | $2.43万 | 加仓 |
| MKL | MARKEL GROUP INC | $34.96万 | 0.09% | 179 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $35.00万 | 0.09% | 1,471 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $35.46万 | 0.09% | 559 | 559 | — | $35.46万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $36.14万 | 0.09% | 7,340 | 86 | 1.2% | $4,235 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $36.55万 | 0.09% | 8,150 | -121 | -1.5% | -$5,427 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $37.12万 | 0.09% | 1,564 | 1,564 | — | $37.12万 | 新建仓 |
| DXCM | DEXCOM INC | $37.13万 | 0.09% | 5,513 | -625 | -10.2% | -$4.21万 | 减仓 |
| ICSH | ISHARES TR | $37.19万 | 0.09% | 7,352 | 7,352 | — | $37.19万 | 新建仓 |
| GM | GENERAL MTRS CO | $38.08万 | 0.09% | 4,940 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $39.19万 | 0.10% | 2,737 | 79 | 3.0% | $1.13万 | 加仓 |
| ETR | ENTERGY CORP NEW | $39.51万 | 0.10% | 3,440 | 3,440 | — | $39.51万 | 新建仓 |
| CMS | CMS ENERGY CORP | $39.68万 | 0.10% | 5,187 | 5,187 | — | $39.68万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.76万 | 0.10% | 793 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $40.08万 | 0.10% | 562 | 70 | 14.2% | $4.99万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $41.15万 | 0.10% | 3,344 | -182 | -5.2% | -$2.24万 | 减仓 |
| HUBB | HUBBELL INC | $41.46万 | 0.10% | 793 | 41 | 5.5% | $2.14万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $41.51万 | 0.10% | 1,804 | 91 | 5.3% | $2.09万 | 加仓 |
| WWD | WOODWARD INC | $41.86万 | 0.10% | 984 | 984 | — | $41.86万 | 新建仓 |
| WMB | WILLIAMS COS INC | $42.05万 | 0.10% | 5,657 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $42.67万 | 0.10% | 8,935 | 8,935 | — | $42.67万 | 新建仓 |
| C | CITIGROUP INC | $43.08万 | 0.11% | 3,078 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $43.54万 | 0.11% | 3,191 | 3,191 | — | $43.54万 | 新建仓 |
| MDT | MEDTRONIC PLC | $43.58万 | 0.11% | 5,570 | 18 | 0.3% | $1,408 | 加仓 |
| DHR | DANAHER CORP DEL | $43.94万 | 0.11% | 2,307 | -275 | -10.7% | -$5.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.16万 | 0.11% | 3,496 | 125 | 3.7% | $1.58万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $45.40万 | 0.11% | 3,454 | -1,988 | -36.5% | -$26.13万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $46.17万 | 0.11% | 9,129 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $47.86万 | 0.12% | 2,011 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $50.16万 | 0.12% | 471 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $50.90万 | 0.12% | 1,280 | 26 | 2.1% | $1.03万 | 加仓 |
| RPM | RPM INTL INC | $51.52万 | 0.13% | 4,635 | 186 | 4.2% | $2.07万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $51.57万 | 0.13% | 7,482 | 508 | 7.3% | $3.50万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $52.16万 | 0.13% | 20,504 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $52.83万 | 0.13% | 2,624 | 92 | 3.6% | $1.85万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.72万 | 0.13% | 6,000 | 208 | 3.6% | $1.90万 | 加仓 |
| SONY | SONY GROUP CORP | $54.83万 | 0.13% | 27,335 | 1,933 | 7.6% | $3.88万 | 加仓 |
| SUI | SUN CMNTYS INC | $55.04万 | 0.13% | 4,590 | 136 | 3.1% | $1.63万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $55.21万 | 0.13% | 5,753 | -43 | -0.7% | -$4,127 | 减仓 |
| ULTA | ULTA BEAUTY INC | $56.72万 | 0.14% | 1,258 | 43 | 3.5% | $1.94万 | 加仓 |
| RELX | RELX PLC | $57.48万 | 0.14% | 18,150 | 2,191 | 13.7% | $6.94万 | 加仓 |
| NOW | SERVICENOW INC | $58.15万 | 0.14% | 5,857 | -642 | -9.9% | -$6.37万 | 减仓 |
| MUB | ISHARES TR | $59.32万 | 0.14% | 5,512 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $59.48万 | 0.15% | 3,312 | 85 | 2.6% | $1.53万 | 加仓 |
| EVR | EVERCORE INC | $61.70万 | 0.15% | 1,807 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $62.70万 | 0.15% | 1,191 | 1,191 | — | $62.70万 | 新建仓 |
| XYZ | BLOCK INC | $63.79万 | 0.16% | 8,394 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $63.83万 | 0.16% | 4,353 | 65 | 1.5% | $9,532 | 加仓 |
| TM | TOYOTA MOTOR CORP | $64.19万 | 0.16% | 3,811 | 364 | 10.6% | $6.13万 | 加仓 |
| NUE | NUCOR CORP | $64.80万 | 0.16% | 2,909 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $65.53万 | 0.16% | 1,746 | -2 | -0.1% | -$751 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $66.95万 | 0.16% | 1,161 | 1,161 | — | $66.95万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $67.19万 | 0.16% | 3,000 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $67.38万 | 0.16% | 4,372 | 1,442 | 49.2% | $22.22万 | 加仓 |
| ALC | ALCON AG | $68.40万 | 0.17% | 10,194 | 1,012 | 11.0% | $6.79万 | 加仓 |
| HAL | HALLIBURTON CO | $68.68万 | 0.17% | 20,230 | 610 | 3.1% | $2.07万 | 加仓 |