3Chopt Investment Partners, LLC
RICHMOND VA · SEC CIK 0001978521
$5.32亿2026Q2 申报市值
274持仓数
40.6%前十大占比 · 第一大 12.2%
33 / 9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
VB 加仓+$324.99万
MSFT 加仓+$182.44万
VOO 加仓+$172.66万
NVDA 加仓+$166.05万
AAPL 加仓+$160.02万
2026Q2 卖出最多 按季末市值估算
DBX 减仓-$214.34万
QCOM 减仓-$68.26万
HON 减仓-$57.73万
CHKP 减仓-$51.89万
ACGL 重新持有-$34.63万
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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $36.31万 | 0.07% | 852 | 198 | 30.3% | $8.44万 | 加仓 |
| TXT | TEXTRON INC | $37.18万 | 0.07% | 4,052 | -232 | -5.4% | -$2.13万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.29万 | 0.07% | 2,675 | 261 | 10.8% | $3.74万 | 加仓 |
| FDX | FEDEX CORP | $38.35万 | 0.07% | 1,220 | 35 | 3.0% | $1.10万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $38.86万 | 0.07% | 1,177 | 65 | 5.8% | $2.15万 | 加仓 |
| APH | AMPHENOL CORP | $38.99万 | 0.07% | 2,208 | 727 | 49.1% | $12.84万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.20万 | 0.07% | 3,360 | 628 | 23.0% | $7.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.35万 | 0.07% | 9,294 | -612 | -6.2% | -$2.59万 | 减仓 |
| ALL | ALLSTATE CORP | $39.43万 | 0.07% | 1,650 | 11 | 0.7% | $2,628 | 加仓 |
| NI | NISOURCE INC | $39.61万 | 0.07% | 8,331 | 52 | 0.6% | $2,473 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $40.80万 | 0.08% | 4,155 | 11 | 0.3% | $1,080 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.14万 | 0.08% | 1,096 | 287 | 35.5% | $10.77万 | 加仓 |
| MLI | MUELLER INDS INC | $42.07万 | 0.08% | 3,422 | 1,097 | 47.2% | $13.49万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $42.85万 | 0.08% | 1,099 | 55 | 5.3% | $2.14万 | 加仓 |
| FAST | FASTENAL CO | $44.08万 | 0.08% | 9,178 | 764 | 9.1% | $3.67万 | 加仓 |
| LIN | LINDE PLC | $45.25万 | 0.09% | 872 | 254 | 41.1% | $13.18万 | 加仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $45.26万 | 0.09% | 6,737 | 6,737 | — | $45.26万 | 新建仓 |
| IYW | ISHARES TR | $45.65万 | 0.09% | 1,810 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $46.01万 | 0.09% | 4,059 | -221 | -5.2% | -$2.51万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $46.10万 | 0.09% | 8,587 | -502 | -5.5% | -$2.69万 | 减仓 |
| PAYX | PAYCHEX INC | $46.49万 | 0.09% | 4,728 | 281 | 6.3% | $2.76万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.61万 | 0.09% | 949 | -8 | -0.8% | -$3,929 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $48.26万 | 0.09% | 1,711 | 132 | 8.4% | $3.72万 | 加仓 |
| ROKU | ROKU INC | $48.47万 | 0.09% | 3,509 | -271 | -7.2% | -$3.74万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $48.50万 | 0.09% | 2,276 | 2,276 | — | $48.50万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $48.64万 | 0.09% | 1,674 | -193 | -10.3% | -$5.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $49.84万 | 0.09% | 1,407 | -135 | -8.8% | -$4.78万 | 减仓 |
| COHR | COHERENT CORP | $50.02万 | 0.09% | 1,268 | 276 | 27.8% | $10.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.78万 | 0.10% | 1,012 | 223 | 28.3% | $11.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.83万 | 0.10% | 5,602 | -352 | -5.9% | -$3.19万 | 减仓 |
| CRM | SALESFORCE INC | $51.18万 | 0.10% | 3,257 | 394 | 13.8% | $6.19万 | 加仓 |
| CRH | CRH PLC | $51.24万 | 0.10% | 4,789 | 429 | 9.8% | $4.59万 | 加仓 |
| CTVA | CORTEVA INC | $52.20万 | 0.10% | 6,164 | -1,621 | -20.8% | -$13.73万 | 减仓 |
| EQT | EQT CORP | $53.58万 | 0.10% | 10,078 | -42 | -0.4% | -$2,233 | 减仓 |
| JLL | JONES LANG LASALLE INC | $55.24万 | 0.10% | 1,782 | 6 | 0.3% | $1,860 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $56.01万 | 0.11% | 2,534 | 2,534 | — | $56.01万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $56.60万 | 0.11% | 6,558 | -812 | -11.0% | -$7.01万 | 减仓 |
| HON | HONEYWELL INTL INC | $56.73万 | 0.11% | 2,534 | -2,579 | -50.4% | -$57.73万 | 减仓 |
| ADBE | ADOBE INC | $57.10万 | 0.11% | 2,785 | 448 | 19.2% | $9.18万 | 加仓 |
| IEMG | ISHARES INC | $58.19万 | 0.11% | 7,024 | -404 | -5.4% | -$3.35万 | 减仓 |
| CB | CHUBB LIMITED | $58.63万 | 0.11% | 1,716 | 171 | 11.1% | $5.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $58.66万 | 0.11% | 1,720 | 1,720 | — | $58.66万 | 新建仓 |
| SBUX | STARBUCKS CORP | $58.97万 | 0.11% | 5,771 | 1,103 | 23.6% | $11.27万 | 加仓 |
| AMGN | AMGEN INC | $58.99万 | 0.11% | 1,629 | 281 | 20.8% | $10.18万 | 加仓 |
| SNDK | SANDISK CORP | $59.57万 | 0.11% | 262 | 262 | — | $59.57万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.67万 | 0.11% | 2,464 | 308 | 14.3% | $7.58万 | 加仓 |
| TGT | TARGET CORP | $60.77万 | 0.11% | 4,653 | -92 | -1.9% | -$1.20万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $63.94万 | 0.12% | 1,394 | 7 | 0.5% | $3,211 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $64.46万 | 0.12% | 5,805 | 5 | 0.1% | $555 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.80万 | 0.12% | 2,210 | 178 | 8.8% | $5.22万 | 加仓 |
| VICI | VICI PPTYS INC | $66.76万 | 0.13% | 24,743 | 3,285 | 15.3% | $8.86万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $66.94万 | 0.13% | 2,247 | 2,247 | — | $66.94万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $67.88万 | 0.13% | 11,372 | 1,748 | 18.2% | $10.43万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.33万 | 0.13% | 11,859 | -279 | -2.3% | -$1.61万 | 重新持有 |
| SO | SOUTHERN CO | $69.72万 | 0.13% | 7,284 | -59 | -0.8% | -$5,647 | 减仓 |
| DIS | DISNEY WALT CO | $71.70万 | 0.13% | 7,390 | 1,055 | 16.7% | $10.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $74.56万 | 0.14% | 12,781 | 607 | 5.0% | $3.54万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $74.69万 | 0.14% | 11,692 | -693 | -5.6% | -$4.43万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $75.51万 | 0.14% | 9,929 | -958 | -8.8% | -$7.29万 | 减仓 |
| TFC | TRUIST FINL CORP | $77.14万 | 0.14% | 15,483 | 796 | 5.4% | $3.97万 | 加仓 |
| BLK | BLACKROCK INC | $77.81万 | 0.15% | 809 | 107 | 15.2% | $10.29万 | 加仓 |
| TJX | TJX COS INC NEW | $78.01万 | 0.15% | 5,149 | -131 | -2.5% | -$1.98万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $78.59万 | 0.15% | 1,230 | 162 | 15.2% | $10.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $79.14万 | 0.15% | 4,146 | 196 | 5.0% | $3.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $80.83万 | 0.15% | 3,799 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $81.71万 | 0.15% | 3,706 | 620 | 20.1% | $13.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.06万 | 0.15% | 2,918 | 169 | 6.1% | $4.75万 | 加仓 |
| EFA | ISHARES TR | $82.94万 | 0.16% | 7,984 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $83.05万 | 0.16% | 5,600 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $83.19万 | 0.16% | 7,444 | -173 | -2.3% | -$1.93万 | 减仓 |
| CMI | CUMMINS INC | $83.42万 | 0.16% | 1,170 | 227 | 24.1% | $16.18万 | 加仓 |
| EQIX | EQUINIX INC | $85.79万 | 0.16% | 823 | -45 | -5.2% | -$4.69万 | 减仓 |
| TPR | TAPESTRY INC | $87.54万 | 0.16% | 5,980 | 1 | 0.0% | $146 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $87.54万 | 0.16% | 6,916 | 501 | 7.8% | $6.34万 | 加仓 |
| NFLX | NETFLIX INC. | $88.56万 | 0.17% | 12,404 | 6,839 | 122.9% | $48.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $91.00万 | 0.17% | 3,846 | -28 | -0.7% | -$6,625 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $93.70万 | 0.18% | 1,839 | -139 | -7.0% | -$7.08万 | 减仓 |
| RL | RALPH LAUREN CORP | $93.88万 | 0.18% | 2,333 | -84 | -3.5% | -$3.38万 | 减仓 |
| FOXA | FOX CORP | $94.19万 | 0.18% | 18,057 | 578 | 3.3% | $3.01万 | 加仓 |
| MS | MORGAN STANLEY | $96.85万 | 0.18% | 4,633 | 676 | 17.1% | $14.13万 | 重新持有 |
| GSLC | GOLDMAN SACHS ETF TR | $100.39万 | 0.19% | 7,075 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $100.81万 | 0.19% | 741 | 34 | 4.8% | $4.63万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $101.66万 | 0.19% | 9,390 | -663 | -6.6% | -$7.18万 | 减仓 |
| DE | DEERE & CO | $102.98万 | 0.19% | 1,619 | -167 | -9.4% | -$10.62万 | 减仓 |
| EOG | EOG RES INC | $105.19万 | 0.20% | 8,109 | -45 | -0.6% | -$5,838 | 减仓 |
| GEV | GE VERNOVA INC | $105.31万 | 0.20% | 896 | 100 | 12.6% | $11.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $105.50万 | 0.20% | 11,456 | 569 | 5.2% | $5.24万 | 加仓 |
| DBX | DROPBOX INC | $105.81万 | 0.20% | 38,519 | -78,029 | -67.0% | -$214.34万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $106.60万 | 0.20% | 3,807 | -543 | -12.5% | -$15.20万 | 减仓 |
| INTC | INTEL CORP | $112.97万 | 0.21% | 8,091 | 2,621 | 47.9% | $36.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $113.31万 | 0.21% | 2,853 | 205 | 7.7% | $8.14万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.63万 | 0.21% | 2,231 | -15 | -0.7% | -$7,640 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $115.48万 | 0.22% | 1,142 | 92 | 8.8% | $9.30万 | 加仓 |
| CBRE | CBRE GROUP INC | $118.88万 | 0.22% | 8,826 | -1,427 | -13.9% | -$19.22万 | 减仓 |
| TXN | TEXAS INSTRS INC | $122.51万 | 0.23% | 4,110 | 58 | 1.4% | $1.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $126.39万 | 0.24% | 12,820 | -2,199 | -14.6% | -$21.68万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $128.32万 | 0.24% | 5,015 | -453 | -8.3% | -$11.59万 | 减仓 |
| NVR | NVR INC | $132.18万 | 0.25% | 194 | -49 | -20.2% | -$33.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $132.53万 | 0.25% | 15,100 | 41 | 0.3% | $3,599 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $134.28万 | 0.25% | 17,198 | 7 | 0.0% | $547 | 加仓 |