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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $102.00万 | 0.20% | 4,774 | -268 | -5.3% | -$5.73万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $100.59万 | 0.20% | 4,233 | 217 | 5.4% | $5.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $94.11万 | 0.19% | 945 | 9 | 1.0% | $8,963 | 加仓 |
| ENB | ENBRIDGE INC | $92.54万 | 0.18% | 17,108 | 1,749 | 11.4% | $9.46万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $92.02万 | 0.18% | 29,450 | -2,500 | -7.8% | -$7.81万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $91.92万 | 0.18% | 31,555 | 4,281 | 15.7% | $12.47万 | 加仓 |
| AFL | AFLAC INC | $91.65万 | 0.18% | 8,354 | 9 | 0.1% | $987 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $91.36万 | 0.18% | 23,972 | -1,450 | -5.7% | -$5.53万 | 减仓 |
| IWF | ISHARES TR | $90.89万 | 0.18% | 2,132 | 876 | 69.7% | $37.35万 | 加仓 |
| DGRW | WISDOMTREE TR | $90.14万 | 0.18% | 10,262 | 580 | 6.0% | $5.09万 | 加仓 |
| IEFA | ISHARES TR | $89.49万 | 0.18% | 9,885 | -431 | -4.2% | -$3.90万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $88.97万 | 0.18% | 35,948 | 8,682 | 31.8% | $21.49万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $87.19万 | 0.17% | 24,071 | 9,931 | 70.2% | $35.97万 | 加仓 |
| IJH | ISHARES TR | $86.75万 | 0.17% | 12,846 | 23 | 0.2% | $1,553 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $86.11万 | 0.17% | 11,694 | -3,055 | -20.7% | -$22.50万 | 减仓 |
| UNP | UNION PAC CORP | $84.11万 | 0.17% | 3,467 | -42 | -1.2% | -$1.02万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $83.47万 | 0.17% | 15,524 | 8,343 | 116.2% | $44.86万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $82.28万 | 0.16% | 31,284 | 11,215 | 55.9% | $29.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.12万 | 0.16% | 3,388 | -14 | -0.4% | -$3,393 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $81.21万 | 0.16% | 7,243 | 3,389 | 87.9% | $38.00万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $81.01万 | 0.16% | 21,319 | 14,008 | 191.6% | $53.23万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $79.85万 | 0.16% | 13,408 | -2,383 | -15.1% | -$14.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $79.10万 | 0.16% | 9,936 | -167 | -1.7% | -$1.33万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $78.85万 | 0.16% | 4,279 | -401 | -8.6% | -$7.39万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $78.72万 | 0.16% | 18,795 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $78.24万 | 0.16% | 3,310 | 1,034 | 45.4% | $24.44万 | 加仓 |
| MBB | ISHARES TR | $75.60万 | 0.15% | 7,962 | 1,881 | 30.9% | $17.86万 | 加仓 |
| — | EA SERIES TRUST | $75.41万 | 0.15% | 10,470 | -602 | -5.4% | -$4.34万 | 减仓 |
| KO | COCA COLA CO | $74.82万 | 0.15% | 9,838 | -189 | -1.9% | -$1.44万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $74.45万 | 0.15% | 13,450 | -3,287 | -19.6% | -$18.19万 | 减仓 |
| SO | SOUTHERN CO | $73.37万 | 0.15% | 7,601 | 110 | 1.5% | $1.06万 | 加仓 |
| USMV | ISHARES TR | $72.54万 | 0.14% | 7,822 | -431 | -5.2% | -$4.00万 | 减仓 |
| MCD | MCDONALDS CORP | $72.42万 | 0.14% | 2,330 | -82 | -3.4% | -$2.55万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $72.29万 | 0.14% | 18,675 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $71.37万 | 0.14% | 24,040 | 24,040 | — | $71.37万 | 新建仓 |
| RTX | RTX CORPORATION | $71.14万 | 0.14% | 3,688 | 7 | 0.2% | $1,350 | 加仓 |
| CSCO | CISCO SYS INC | $70.50万 | 0.14% | 9,086 | -71 | -0.8% | -$5,509 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $70.42万 | 0.14% | 19,023 | -463 | -2.4% | -$1.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.12万 | 0.14% | 2,075 | 297 | 16.7% | $10.04万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $69.78万 | 0.14% | 17,363 | -1,651 | -8.7% | -$6.64万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $69.15万 | 0.14% | 13,484 | 6,587 | 95.5% | $33.78万 | 加仓 |
| PEP | PEPSICO INC | $68.96万 | 0.14% | 4,441 | -577 | -11.5% | -$8.96万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $68.86万 | 0.14% | 9,414 | -88 | -0.9% | -$6,436 | 减仓 |
| SHYG | ISHARES TR | $68.10万 | 0.14% | 16,095 | -1,401 | -8.0% | -$5.93万 | 减仓 |
| LLY | ELI LILLY & CO | $67.87万 | 0.14% | 738 | 60 | 8.8% | $5.52万 | 加仓 |
| MRK | MERCK & CO INC | $67.56万 | 0.13% | 5,616 | -188 | -3.2% | -$2.26万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $66.74万 | 0.13% | 13,910 | 4,741 | 51.7% | $22.75万 | 加仓 |
| IWR | ISHARES TR | $66.47万 | 0.13% | 6,837 | -261 | -3.7% | -$2.54万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $65.85万 | 0.13% | 21,509 | -2,535 | -10.5% | -$7.76万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $64.91万 | 0.13% | 4,957 | 386 | 8.4% | $5.05万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $63.91万 | 0.13% | 15,673 | -1,151 | -6.8% | -$4.69万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.31万 | 0.13% | 18,910 | 450 | 2.4% | $1.51万 | 加仓 |
| CAT | CATERPILLAR INC | $63.07万 | 0.13% | 890 | 46 | 5.5% | $3.26万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $62.92万 | 0.13% | 16,378 | 1,019 | 6.6% | $3.91万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $62.89万 | 0.13% | 12,529 | -321 | -2.5% | -$1.61万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $62.42万 | 0.12% | 12,990 | 1,444 | 12.5% | $6.94万 | 加仓 |
| IJR | ISHARES TR | $61.69万 | 0.12% | 4,962 | -216 | -4.2% | -$2.69万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $61.46万 | 0.12% | 16,682 | -442 | -2.6% | -$1.63万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $60.38万 | 0.12% | 11,441 | 11,441 | — | $60.38万 | 新建仓 |
| HD | HOME DEPOT INC | $59.22万 | 0.12% | 1,801 | -20 | -1.1% | -$6,576 | 减仓 |
| IWP | ISHARES TR | $58.87万 | 0.12% | 4,595 | -441 | -8.8% | -$5.65万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $57.84万 | 0.12% | 6,990 | 1,015 | 17.0% | $8.40万 | 加仓 |
| QLC | FLEXSHARES TR | $57.79万 | 0.12% | 7,393 | 7,393 | — | $57.79万 | 新建仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $57.06万 | 0.11% | 13,138 | -802 | -5.8% | -$3.48万 | 减仓 |
| FLRT | PACER FDS TR | $56.99万 | 0.11% | 12,306 | 12,306 | — | $56.99万 | 新建仓 |
| SHEL | SHELL PLC | $56.39万 | 0.11% | 6,063 | 2 | 0.0% | $186 | 加仓 |
| — | EA SERIES TRUST | $55.41万 | 0.11% | 14,037 | -2,461 | -14.9% | -$9.71万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $55.35万 | 0.11% | 10,888 | 10,888 | — | $55.35万 | 新建仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $54.92万 | 0.11% | 15,818 | 15,818 | — | $54.92万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.34万 | 0.11% | 2,671 | 535 | 25.0% | $10.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.14万 | 0.11% | 17,647 | 1,726 | 10.8% | $5.30万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $52.92万 | 0.11% | 12,880 | 5,730 | 80.1% | $23.54万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $52.81万 | 0.11% | 13,957 | 1 | 0.0% | $38 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $51.59万 | 0.10% | 6,403 | 6,403 | — | $51.59万 | 新建仓 |
| GLD | SPDR GOLD TR | $51.39万 | 0.10% | 1,194 | 30 | 2.6% | $1.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $50.75万 | 0.10% | 3,819 | -1 | -0.0% | -$133 | 减仓 |
| DE | DEERE & CO | $50.66万 | 0.10% | 899 | -48 | -5.1% | -$2.71万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $50.02万 | 0.10% | 12,035 | 12,035 | — | $50.02万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.78万 | 0.10% | 20,045 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $49.62万 | 0.10% | 6,435 | 3,190 | 98.3% | $24.60万 | 加仓 |
| VLO | VALERO ENERGY CORP | $49.09万 | 0.10% | 1,987 | -469 | -19.1% | -$11.59万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $48.69万 | 0.10% | 4,861 | 829 | 20.6% | $8.30万 | 加仓 |
| COWZ | PACER FDS TR | $48.36万 | 0.10% | 7,730 | -643 | -7.7% | -$4.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $47.22万 | 0.09% | 10,343 | 1,590 | 18.2% | $7.26万 | 加仓 |
| GM | GENERAL MTRS CO | $47.21万 | 0.09% | 6,337 | 15 | 0.2% | $1,118 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $47.07万 | 0.09% | 4,249 | 859 | 25.3% | $9.52万 | 加仓 |
| IUSB | ISHARES TR | $46.94万 | 0.09% | 10,162 | -4,399 | -30.2% | -$20.32万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $46.80万 | 0.09% | 9,770 | -893 | -8.4% | -$4.28万 | 减仓 |
| LOW | LOWES COS INC | $46.48万 | 0.09% | 1,967 | -162 | -7.6% | -$3.83万 | 减仓 |
| VGT | VANGUARD WORLD FD | $46.20万 | 0.09% | 662 | 52 | 8.5% | $3.63万 | 加仓 |
| STIP | ISHARES TR | $45.42万 | 0.09% | 4,392 | 19 | 0.4% | $1,965 | 加仓 |
| ONB | OLD NATL BANCORP IND | $45.35万 | 0.09% | 20,520 | 136 | 0.7% | $3,006 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $45.10万 | 0.09% | 13,415 | -17 | -0.1% | -$572 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $44.96万 | 0.09% | 3,100 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.95万 | 0.09% | 19,416 | -380 | -1.9% | -$8,798 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $44.77万 | 0.09% | 9,579 | -590 | -5.8% | -$2.76万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $44.52万 | 0.09% | 17,044 | -140 | -0.8% | -$3,657 | 减仓 |
| EFV | ISHARES TR | $44.12万 | 0.09% | 5,935 | -358 | -5.7% | -$2.66万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.71万 | 0.09% | 19,709 | 19,709 | — | $43.71万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $43.60万 | 0.09% | 8,076 | 8,076 | — | $43.60万 | 新建仓 |