PFS Partners, LLC
MINE HILL NJ · SEC CIK 0002002654
$2.47亿2026Q2 申报市值
599持仓数
55.9%前十大占比 · 第一大 9.6%
26 / 17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
CB 加仓+$102.40万
HONA 新建仓+$89.23万
AAPL 加仓+$60.45万
JAAA 加仓+$58.99万
LMBS 加仓+$57.86万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$415.56万
HON 减仓-$90.37万
KJAN 减仓-$57.49万
FIRST TR EXCHNG 减仓-$32.59万
FSMB 减仓-$21.26万
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 |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES INC | $2,881 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2,882 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $2,896 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $2,904 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $2,936 | 0.00% | 52 | 1 | 2.0% | $56 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,976 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,985 | 0.00% | 115 | -2 | -1.7% | -$52 | 减仓 |
| BB | BLACKBERRY LTD | $3,011 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $3,017 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3,034 | 0.00% | 40 | 1 | 2.6% | $76 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $3,035 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $3,109 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $3,128 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $3,128 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3,207 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $3,213 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $3,257 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $3,302 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $3,324 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $3,328 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $3,345 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $3,454 | 0.00% | 25 | -14 | -35.9% | -$1,934 | 减仓 |
| DHI | D R HORTON INC | $3,461 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3,466 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $3,543 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3,600 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $3,651 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $3,683 | 0.00% | 102 | 16 | 18.6% | $578 | 加仓 |
| — | GLOBAL X FDS | $3,742 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3,759 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,783 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3,897 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3,913 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,933 | 0.00% | 54 | 1 | 1.9% | $73 | 加仓 |
| HCA | HCA HEALTHCARE INC | $3,934 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $3,961 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $3,972 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,037 | 0.00% | 20 | 1 | 5.3% | $202 | 加仓 |
| PLUG | PLUG PWR INC | $4,065 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4,066 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $4,079 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $4,264 | 0.00% | 315 | -6 | -1.9% | -$81 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $4,377 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $4,400 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4,415 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $4,443 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4,474 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,489 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $4,559 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $4,641 | 0.00% | 21 | 21 | — | $4,641 | 新建仓 |
| DOCU | DOCUSIGN INC | $4,665 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES TR | $4,710 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $4,734 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4,745 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $4,756 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4,808 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $4,840 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $4,844 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $4,860 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,902 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $4,988 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $5,008 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $5,090 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,133 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5,174 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $5,236 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $5,242 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $5,254 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $5,311 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,373 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $5,417 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | INVESCO BD FD | $5,461 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $5,549 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $5,560 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,673 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $5,785 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5,785 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $5,786 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| BIDD | BLACKROCK ETF TRUST | $5,862 | 0.00% | 195 | -81 | -29.3% | -$2,435 | 减仓 |
| BALL | BALL CORP | $5,929 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON HIGH YIELD STRATE | $5,961 | 0.00% | 2,463 | 70 | 2.9% | $169 | 加仓 |
| — | KULR TECHNOLOGY GROUP INC | $6,070 | 0.00% | 1,593 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6,100 | 0.00% | 135 | 1 | 0.7% | $45 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,106 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $6,220 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $6,271 | 0.00% | 113 | 1 | 0.9% | $55 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $6,293 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $6,310 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $6,369 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $6,398 | 0.00% | 24 | 1 | 4.3% | $267 | 加仓 |
| VMI | VALMONT INDS INC | $6,399 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $6,416 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $6,499 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $6,514 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $6,600 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6,669 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $6,692 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $6,792 | 0.00% | 196 | 34 | 21.0% | $1,178 | 加仓 |
| NU | NU HLDGS LTD | $6,921 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $6,959 | 0.00% | 5 | 0 | 0.0% | — | 不变 |