UPTICK PARTNERS, LLC
NACOGDOCHES TX · SEC CIK 0002005353
$5.02亿2026Q1 申报市值
293持仓数
33.8%前十大占比 · 第一大 4.8%
33 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FTSM 加仓+$438.33万
BUXX 加仓+$328.03万
STXF 加仓+$306.24万
SPYM 加仓+$297.85万
DYNF 加仓+$288.54万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$586.32万
EA SERIES TRUST 清仓-$423.88万
SGVT 减仓-$263.57万
AGG 减仓-$135.60万
EA SERIES TRUST 减仓-$116.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -148,677 | -100.0% | -$423.88万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,069 | -100.0% | -$42.15万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -9,185 | -100.0% | -$34.35万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,135 | -100.0% | -$32.74万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,651 | -100.0% | -$31.84万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -12,305 | -100.0% | -$27.86万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,418 | -100.0% | -$27.51万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$25.97万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,699 | -100.0% | -$25.73万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,661 | -100.0% | -$21.17万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,201 | -100.0% | -$20.77万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,608 | -100.0% | -$20.15万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,306 | -100.0% | -$20.03万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -9,985 | -100.0% | -$20.01万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | US GOLDMINING INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6,690 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $3,676 | 0.00% | 14,700 | 4,700 | 47.0% | $1,175 | 加仓 |
| — | SOLITARIO RESOURCES CORP | $8,200 | 0.00% | 10,000 | 10,000 | — | $8,200 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.54万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | GOLD ROYALTY CORP | $1.65万 | 0.00% | 10,000 | 10,000 | — | $1.65万 | 新建仓 |
| F | FORD MTR CO | $14.51万 | 0.03% | 12,578 | -1,504 | -10.7% | -$1.74万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $20.50万 | 0.04% | 6,542 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.51万 | 0.04% | 410 | 32 | 8.5% | $1.60万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.74万 | 0.04% | 6,919 | 6,919 | — | $20.74万 | 新建仓 |
| — | SPROTT FDS TR | $20.87万 | 0.04% | 3,527 | 3,527 | — | $20.87万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.56万 | 0.04% | 1,479 | -4 | -0.3% | -$583 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $21.75万 | 0.04% | 6,487 | -976 | -13.1% | -$3.27万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $21.78万 | 0.04% | 5,382 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $22.13万 | 0.04% | 3,915 | -2,503 | -39.0% | -$14.15万 | 减仓 |
| MMM | 3M CO | $22.22万 | 0.04% | 1,530 | 12 | 0.8% | $1,743 | 加仓 |
| — | EA SERIES TRUST | $22.28万 | 0.04% | 6,932 | -1,069 | -13.4% | -$3.44万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $22.29万 | 0.04% | 4,467 | 1 | 0.0% | $50 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.48万 | 0.04% | 9,868 | 645 | 7.0% | $1.47万 | 加仓 |
| NFLX | NETFLIX INC. | $22.59万 | 0.05% | 2,350 | 31 | 1.3% | $2,981 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $22.87万 | 0.05% | 9,422 | 9,422 | — | $22.87万 | 新建仓 |
| — | HONEYWELL INTL INC | $22.95万 | 0.05% | 1,015 | -14 | -1.4% | -$3,166 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $23.18万 | 0.05% | 1,114 | 1,114 | — | $23.18万 | 新建仓 |
| QCOM | QUALCOMM INC | $23.44万 | 0.05% | 1,820 | 94 | 5.4% | $1.21万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $23.52万 | 0.05% | 4,298 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $23.72万 | 0.05% | 5,447 | -1,167 | -17.6% | -$5.08万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.87万 | 0.05% | 2,533 | 2,533 | — | $23.87万 | 新建仓 |
| EFG | ISHARES TR | $23.94万 | 0.05% | 2,149 | -176 | -7.6% | -$1.96万 | 减仓 |
| CSX | CSX CORP | $24.07万 | 0.05% | 5,863 | -151 | -2.5% | -$6,199 | 减仓 |
| DSI | ISHARES TR | $24.27万 | 0.05% | 2,003 | 158 | 8.6% | $1.91万 | 加仓 |
| CI | THE CIGNA GROUP | $24.43万 | 0.05% | 916 | -41 | -4.3% | -$1.09万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $24.59万 | 0.05% | 7,648 | 7,648 | — | $24.59万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $24.60万 | 0.05% | 773 | -73 | -8.6% | -$2.32万 | 减仓 |
| BAC | BANK AMERICA CORP | $24.68万 | 0.05% | 5,063 | 60 | 1.2% | $2,925 | 加仓 |
| IEMG | ISHARES INC | $24.84万 | 0.05% | 3,562 | 3,562 | — | $24.84万 | 新建仓 |
| PHYL | PGIM ETF TR | $25.23万 | 0.05% | 7,286 | 7,286 | — | $25.23万 | 新建仓 |
| — | EA SERIES TRUST | $25.25万 | 0.05% | 5,559 | -3,270 | -37.0% | -$14.86万 | 重新持有 |
| EXI | ISHARES TR | $25.32万 | 0.05% | 1,399 | 1,399 | — | $25.32万 | 新建仓 |
| ESGU | ISHARES TR | $25.77万 | 0.05% | 1,822 | 148 | 8.8% | $2.09万 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.43万 | 0.05% | 1,361 | -75 | -5.2% | -$1.46万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.46万 | 0.05% | 8,993 | 8,993 | — | $26.46万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.58万 | 0.05% | 8,598 | 8,598 | — | $26.58万 | 新建仓 |
| AOA | ISHARES TR | $26.63万 | 0.05% | 3,009 | 3,009 | — | $26.63万 | 新建仓 |
| IJK | ISHARES TR | $26.79万 | 0.05% | 2,662 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $26.94万 | 0.05% | 1,443 | -77 | -5.1% | -$1.44万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $27.09万 | 0.05% | 7,227 | 1,198 | 19.9% | $4.49万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $27.33万 | 0.05% | 4,983 | 1 | 0.0% | $55 | 加仓 |
| T | AT&T INC | $27.53万 | 0.05% | 9,496 | -1,607 | -14.5% | -$4.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $27.64万 | 0.06% | 457 | -26 | -5.4% | -$1.57万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.65万 | 0.06% | 7,854 | -156 | -1.9% | -$5,492 | 减仓 |
| EVRG | EVERGY INC | $27.76万 | 0.06% | 3,389 | -31 | -0.9% | -$2,539 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $27.87万 | 0.06% | 6,152 | -48 | -0.8% | -$2,174 | 减仓 |
| MO | ALTRIA GROUP INC | $27.94万 | 0.06% | 4,233 | 49 | 1.2% | $3,234 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $28.71万 | 0.06% | 6,850 | 1,959 | 40.1% | $8.21万 | 加仓 |
| BLK | BLACKROCK INC | $29.09万 | 0.06% | 302 | -24 | -7.4% | -$2.31万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.11万 | 0.06% | 1,596 | 3 | 0.2% | $547 | 加仓 |
| EAGG | ISHARES TR | $29.26万 | 0.06% | 6,154 | -441 | -6.7% | -$2.10万 | 减仓 |
| IYW | ISHARES TR | $29.28万 | 0.06% | 1,614 | 470 | 41.1% | $8.53万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.43万 | 0.06% | 2,012 | 556 | 38.2% | $8.13万 | 加仓 |
| AIS | TIDAL TRUST III | $29.66万 | 0.06% | 7,076 | 7,076 | — | $29.66万 | 新建仓 |
| WELL | WELLTOWER INC | $29.85万 | 0.06% | 1,510 | 21 | 1.4% | $4,152 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.55万 | 0.06% | 12,732 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $31.08万 | 0.06% | 2,290 | 573 | 33.4% | $7.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.18万 | 0.06% | 13,325 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $32.24万 | 0.06% | 5,910 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.87万 | 0.07% | 922 | -115 | -11.1% | -$4.10万 | 减仓 |
| GE | GE AEROSPACE | $33.10万 | 0.07% | 1,167 | 20 | 1.7% | $5,673 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $33.63万 | 0.07% | 1,729 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $33.71万 | 0.07% | 14,570 | 390 | 2.8% | $9,024 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.90万 | 0.07% | 3,649 | 73 | 2.0% | $6,781 | 加仓 |
| SBUX | STARBUCKS CORP | $34.75万 | 0.07% | 3,878 | 47 | 1.2% | $4,211 | 加仓 |
| ET | ENERGY TRANSFER L P | $34.77万 | 0.07% | 18,014 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $34.99万 | 0.07% | 6,192 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $35.06万 | 0.07% | 3,826 | 3,826 | — | $35.06万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $35.17万 | 0.07% | 1,784 | 1,784 | — | $35.17万 | 新建仓 |
| ABBV | ABBVIE INC | $35.30万 | 0.07% | 1,623 | -79 | -4.6% | -$1.72万 | 减仓 |
| SCZ | ISHARES TR | $35.30万 | 0.07% | 4,502 | -1,005 | -18.2% | -$7.88万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $35.51万 | 0.07% | 5,063 | 463 | 10.1% | $3.25万 | 加仓 |
| IWO | ISHARES TR | $35.67万 | 0.07% | 1,137 | -7 | -0.6% | -$2,196 | 减仓 |
| BP | BP PLC | $35.80万 | 0.07% | 7,617 | -275 | -3.5% | -$1.29万 | 减仓 |
| DBEF | DBX ETF TR | $36.14万 | 0.07% | 7,315 | 988 | 15.6% | $4.88万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $36.80万 | 0.07% | 7,245 | 0 | 0.0% | — | 不变 |
| — | MICROSOFT CORP 看涨期权 | $37.02万 | 0.07% | 1,000 | 1,000 | — | $37.02万 | 新建仓 |