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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $793.08万 | 1.58% | 12,141 | 2,224 | 22.4% | $145.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $795.65万 | 1.59% | 18,216 | -877 | -4.6% | -$38.31万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $856.05万 | 1.71% | 147,138 | 49,594 | 50.8% | $288.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,159.64万 | 2.31% | 151,508 | 38,915 | 34.6% | $297.85万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $1,192.25万 | 2.38% | 118,372 | -26,168 | -18.1% | -$263.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,500.16万 | 2.99% | 25,105 | 586 | 2.4% | $35.02万 | 加仓 |
| — | EA SERIES TRUST | $1,564.69万 | 3.12% | 333,587 | -18,492 | -5.3% | -$86.74万 | 减仓 |
| — | EA SERIES TRUST | $1,816.69万 | 3.62% | 517,058 | -33,113 | -6.0% | -$116.34万 | 减仓 |
| STXF | EA SERIES TRUST | $2,038.20万 | 4.06% | 485,633 | 72,967 | 17.7% | $306.24万 | 加仓 |
| BUXX | EA SERIES TRUST | $2,127.97万 | 4.24% | 1,051,108 | 162,029 | 18.2% | $328.03万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,307.79万 | 4.60% | 386,047 | 73,323 | 23.4% | $438.33万 | 加仓 |
| USFR | WISDOMTREE TR | $2,394.36万 | 4.77% | 475,638 | -116,473 | -19.7% | -$586.32万 | 减仓 |