SWAN Capital LLC
PENSACOLA FL · SEC CIK 0001952722
$2.92亿2026Q2 申报市值
580持仓数
64.7%前十大占比 · 第一大 9.5%
82 / 61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
VWOB 加仓+$315.15万
PFF 加仓+$217.11万
VTIP 加仓+$200.13万
VPU 加仓+$193.85万
VIG 加仓+$166.06万
2026Q2 卖出最多 按季末市值估算
VGT 减仓-$342.25万
VBK 减仓-$155.68万
VONG 减仓-$133.96万
VOT 减仓-$117.86万
VDE 减仓-$112.51万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $21.54万 | 0.07% | 224 | 3 | 1.4% | $2,885 | 加仓 |
| GE | GE AEROSPACE | $23.43万 | 0.08% | 627 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.30万 | 0.08% | 1,115 | 1,115 | — | $24.30万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.75万 | 0.08% | 426 | -89 | -17.3% | -$5.17万 | 减仓 |
| PFE | PFIZER INC | $26.90万 | 0.09% | 11,171 | -583 | -5.0% | -$1.40万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.20万 | 0.09% | 655 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $28.79万 | 0.10% | 240 | 90 | 60.0% | $10.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $29.67万 | 0.10% | 257 | -209 | -44.8% | -$24.12万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $34.09万 | 0.12% | 5,488 | 5,488 | — | $34.09万 | 新建仓 |
| MSFT | MICROSOFT CORP | $42.20万 | 0.14% | 1,131 | 38 | 3.5% | $1.42万 | 加仓 |
| AMZN | AMAZON COM INC | $42.31万 | 0.14% | 1,775 | -659 | -27.1% | -$15.71万 | 减仓 |
| MCD | MCDONALDS CORP | $43.71万 | 0.15% | 1,617 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $49.47万 | 0.17% | 3,618 | -704 | -16.3% | -$9.63万 | 减仓 |
| GOOG | ALPHABET INC | $58.83万 | 0.20% | 1,665 | -60 | -3.5% | -$2.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $61.46万 | 0.21% | 1,661 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $68.16万 | 0.23% | 992 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $69.52万 | 0.24% | 944 | -829 | -46.8% | -$61.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $123.05万 | 0.42% | 6,150 | -115 | -1.8% | -$2.30万 | 减仓 |
| SO | SOUTHERN CO | $175.45万 | 0.60% | 18,332 | -45 | -0.2% | -$4,307 | 减仓 |
| AAPL | APPLE INC | $343.99万 | 1.18% | 11,888 | -479 | -3.9% | -$13.86万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $387.93万 | 1.33% | 46,936 | -3,859 | -7.6% | -$31.89万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $427.59万 | 1.46% | 27,713 | -4,017 | -12.7% | -$61.98万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $553.01万 | 1.89% | 52,018 | -7,739 | -13.0% | -$82.27万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $671.06万 | 2.30% | 33,960 | -4,866 | -12.5% | -$96.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $678.67万 | 2.32% | 27,930 | -4,408 | -13.6% | -$107.11万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $747.80万 | 2.56% | 58,509 | -10,481 | -15.2% | -$133.96万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $775.43万 | 2.65% | 25,316 | -3,848 | -13.2% | -$117.86万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $796.62万 | 2.73% | 21,783 | -4,257 | -16.3% | -$155.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $884.38万 | 3.03% | 17,674 | -1,689 | -8.7% | -$84.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,065.60万 | 3.65% | 89,157 | -28,635 | -24.3% | -$342.25万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,153.12万 | 3.95% | 76,808 | -7,494 | -8.9% | -$112.51万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,257.48万 | 4.30% | 134,663 | 13,499 | 11.1% | $126.05万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,262.13万 | 4.32% | 187,705 | 46,869 | 33.3% | $315.15万 | 加仓 |
| VPU | VANGUARD WORLD FD | $1,631.30万 | 5.58% | 83,344 | 9,904 | 13.5% | $193.85万 | 加仓 |
| PFF | ISHARES TR | $1,755.19万 | 6.01% | 575,662 | 71,207 | 14.1% | $217.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,823.26万 | 6.24% | 115,374 | 10,031 | 9.5% | $158.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,843.51万 | 6.31% | 77,910 | 7,018 | 9.9% | $166.06万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,120.73万 | 7.26% | 422,205 | 39,842 | 10.4% | $200.13万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2,208.60万 | 7.56% | 293,502 | 15,520 | 5.6% | $116.79万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,222.11万 | 7.60% | 230,437 | 7,908 | 3.6% | $76.26万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,784.11万 | 9.53% | 283,514 | 837 | 0.3% | $8.22万 | 加仓 |