UPTICK PARTNERS, LLC
NACOGDOCHES TX · SEC CIK 0002005353
$6.43亿2026Q2 申报市值
337持仓数
30.7%前十大占比 · 第一大 4.4%
52 / 12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
AVLC 加仓+$1,130.42万
ACYN 加仓+$926.89万
CORO 加仓+$724.99万
IVW 加仓+$523.99万
STXF 加仓+$481.04万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$1,131.26万
DYNF 减仓-$307.85万
SGVT 减仓-$220.21万
SPYV 减仓-$213.97万
EA SERIES TRUST 减仓-$212.11万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -31,284 | -100.0% | -$82.28万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -7,962 | -100.0% | -$75.60万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -13,910 | -100.0% | -$66.74万 | 清仓 |
| — | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$37.02万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,443 | -100.0% | -$26.94万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -3,009 | -100.0% | -$26.63万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,114 | -100.0% | -$23.18万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,015 | -100.0% | -$22.95万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,350 | -100.0% | -$22.59万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -6,932 | -100.0% | -$22.28万 | 清仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,915 | -100.0% | -$22.13万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -3,527 | -100.0% | -$20.87万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $1,204 | 0.00% | 20,000 | 5,300 | 36.1% | $319 | 加仓 |
| — | SOLITARIO RESOURCES CORP | $7,524 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GOLD ROYALTY CORP | $9,900 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.30万 | 0.00% | 627 | -8,869 | -93.4% | -$18.36万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1.72万 | 0.00% | 538 | -5,949 | -91.7% | -$19.02万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.11万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $5.80万 | 0.01% | 15,817 | 15,817 | — | $5.80万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $15.21万 | 0.02% | 11,809 | 11,809 | — | $15.21万 | 新建仓 |
| F | FORD MTR CO | $17.66万 | 0.03% | 12,703 | 125 | 1.0% | $1,738 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $20.06万 | 0.03% | 593 | 16 | 2.8% | $5,413 | 重新持有 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $20.39万 | 0.03% | 3,608 | 3,608 | — | $20.39万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.48万 | 0.03% | 6,720 | -199 | -2.9% | -$6,065 | 减仓 |
| IJT | ISHARES TR | $20.48万 | 0.03% | 1,147 | 1,147 | — | $20.48万 | 新建仓 |
| TER | TERADYNE INC | $20.78万 | 0.03% | 430 | 430 | — | $20.78万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.83万 | 0.03% | 770 | 770 | — | $20.83万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $20.96万 | 0.03% | 6,631 | 479 | 7.8% | $1.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.03万 | 0.03% | 506 | 506 | — | $21.03万 | 新建仓 |
| DON | WISDOMTREE TR | $21.36万 | 0.03% | 3,778 | 3,778 | — | $21.36万 | 新建仓 |
| IXUS | ISHARES TR | $21.39万 | 0.03% | 2,241 | -122 | -5.2% | -$1.16万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.62万 | 0.03% | 4,867 | 4,867 | — | $21.62万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.68万 | 0.03% | 4,352 | 4,352 | — | $21.68万 | 新建仓 |
| PAVE | GLOBAL X FDS | $21.80万 | 0.03% | 3,700 | 3,700 | — | $21.80万 | 新建仓 |
| DSI | ISHARES TR | $21.97万 | 0.03% | 1,543 | -460 | -23.0% | -$6.55万 | 减仓 |
| ASML | ASML HLDG NV | $22.11万 | 0.03% | 111 | 111 | — | $22.11万 | 新建仓 |
| IWV | ISHARES TR | $22.17万 | 0.03% | 520 | -27 | -4.9% | -$1.15万 | 重新持有 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.41万 | 0.03% | 4,730 | 4,730 | — | $22.41万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.66万 | 0.04% | 6,270 | 6,270 | — | $22.66万 | 新建仓 |
| SUSC | ISHARES TR | $22.66万 | 0.04% | 9,788 | -4,782 | -32.8% | -$11.07万 | 减仓 |
| ETN | EATON CORP PLC | $23.26万 | 0.04% | 546 | 546 | — | $23.26万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $23.55万 | 0.04% | 5,027 | -420 | -7.7% | -$1.97万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $23.59万 | 0.04% | 6,542 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $23.96万 | 0.04% | 2,082 | 2,082 | — | $23.96万 | 新建仓 |
| SYY | SYSCO CORP | $24.01万 | 0.04% | 2,872 | 2,872 | — | $24.01万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $24.37万 | 0.04% | 474 | 64 | 15.6% | $3.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $24.54万 | 0.04% | 4,037 | -35,200 | -89.7% | -$213.97万 | 减仓 |
| ESGU | ISHARES TR | $25.07万 | 0.04% | 1,532 | -290 | -15.9% | -$4.75万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.08万 | 0.04% | 2,554 | 21 | 0.8% | $2,062 | 加仓 |
| CMI | CUMMINS INC | $25.11万 | 0.04% | 352 | 352 | — | $25.11万 | 新建仓 |
| CI | THE CIGNA GROUP | $25.26万 | 0.04% | 916 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $25.53万 | 0.04% | 5,067 | -5,276 | -51.0% | -$26.59万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $25.59万 | 0.04% | 4,298 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.66万 | 0.04% | 2,199 | 187 | 9.3% | $2.18万 | 加仓 |
| EXI | ISHARES TR | $25.66万 | 0.04% | 1,280 | -119 | -8.5% | -$2.39万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.41万 | 0.04% | 270 | 270 | — | $26.41万 | 新建仓 |
| SMH | VANECK ETF TRUST | $26.50万 | 0.04% | 404 | 404 | — | $26.50万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.53万 | 0.04% | 521 | 64 | 14.0% | $3.26万 | 加仓 |
| MMM | 3M CO | $27.01万 | 0.04% | 1,668 | 138 | 9.0% | $2.23万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $27.78万 | 0.04% | 6,444 | -17,627 | -73.2% | -$75.99万 | 减仓 |
| CSX | CSX CORP | $28.04万 | 0.04% | 5,900 | 37 | 0.6% | $1,759 | 加仓 |
| BP | BP PLC | $28.09万 | 0.04% | 7,601 | -16 | -0.2% | -$591 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $28.17万 | 0.04% | 6,027 | 6,027 | — | $28.17万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.19万 | 0.04% | 2,712 | -170 | -5.9% | -$1.77万 | 减仓 |
| IGF | ISHARES TR | $28.49万 | 0.04% | 4,278 | 4,278 | — | $28.49万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $28.49万 | 0.04% | 5,070 | 5,070 | — | $28.49万 | 新建仓 |
| NLR | VANECK ETF TRUST | $28.54万 | 0.04% | 2,461 | 2,461 | — | $28.54万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $28.95万 | 0.05% | 400 | 400 | — | $28.95万 | 新建仓 |
| INTC | INTEL CORP | $28.99万 | 0.05% | 2,076 | 2,076 | — | $28.99万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.37万 | 0.05% | 7,854 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $29.43万 | 0.05% | 5,818 | 5,818 | — | $29.43万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $29.96万 | 0.05% | 754 | -19 | -2.5% | -$7,550 | 减仓 |
| BAC | BANK OF AMER CORP | $29.97万 | 0.05% | 5,260 | 197 | 3.9% | $1.12万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $29.99万 | 0.05% | 12,422 | 3,000 | 31.8% | $7.24万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $30.09万 | 0.05% | 3,754 | -1,309 | -25.9% | -$10.49万 | 减仓 |
| TWLO | TWILIO INC | $30.42万 | 0.05% | 1,475 | 1,475 | — | $30.42万 | 新建仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $30.78万 | 0.05% | 6,836 | -14 | -0.2% | -$630 | 减仓 |
| IJK | ISHARES TR | $31.28万 | 0.05% | 2,662 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.29万 | 0.05% | 325 | 23 | 7.6% | $2.21万 | 加仓 |
| HDV | ISHARES TR | $31.50万 | 0.05% | 11,492 | 42 | 0.4% | $1,151 | 加仓 |
| EVRG | EVERGY INC | $31.53万 | 0.05% | 3,648 | 259 | 7.6% | $2.24万 | 加仓 |
| IONQ | IONQ INC | $32.10万 | 0.05% | 6,027 | -326 | -5.1% | -$1.74万 | 重新持有 |
| IDEV | ISHARES TR | $32.52万 | 0.05% | 3,653 | 3,653 | — | $32.52万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $32.54万 | 0.05% | 3,708 | 59 | 1.6% | $5,178 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $33.04万 | 0.05% | 5,481 | 498 | 10.0% | $3.00万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $33.33万 | 0.05% | 1,837 | -524 | -22.2% | -$9.51万 | 减仓 |
| IUSB | ISHARES TR | $33.36万 | 0.05% | 7,228 | -2,934 | -28.9% | -$13.54万 | 减仓 |
| SOXX | ISHARES TR | $33.36万 | 0.05% | 521 | 521 | — | $33.36万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.39万 | 0.05% | 13,325 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $33.50万 | 0.05% | 1,670 | 74 | 4.6% | $1.48万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $33.96万 | 0.05% | 10,617 | 10,617 | — | $33.96万 | 新建仓 |
| EAGG | ISHARES TR | $34.03万 | 0.05% | 7,178 | 1,024 | 16.6% | $4.85万 | 加仓 |
| ET | ENERGY TRANSFER L P | $34.48万 | 0.05% | 18,035 | 21 | 0.1% | $402 | 加仓 |
| WELL | WELLTOWER INC | $34.69万 | 0.05% | 1,528 | 18 | 1.2% | $4,087 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $35.06万 | 0.05% | 7,205 | -40 | -0.6% | -$1,946 | 减仓 |
| BIL | SPDR SERIES TRUST | $35.06万 | 0.05% | 3,826 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $35.27万 | 0.05% | 8,061 | 834 | 11.5% | $3.65万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.48万 | 0.06% | 2,260 | 2,260 | — | $35.48万 | 新建仓 |
| QCOM | QUALCOMM INC | $35.51万 | 0.06% | 1,921 | 101 | 5.5% | $1.87万 | 加仓 |
| — | EA SERIES TRUST | $35.74万 | 0.06% | 8,266 | 2,707 | 48.7% | $11.70万 | 加仓 |