13F 机构持仓

Attessa Capital LLC

TUCSON AZ · SEC CIK 0002020560

2026Q22026Q1 更早 9 个季度 🔒
$2.23亿2026Q2 申报市值
51持仓数
87.9%前十大占比 · 第一大 31.4%
18 / 2新建仓 / 清仓
申报市值走势$2.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 31.4%
VEA 21.1%
XLK 7.9%
BND 7.7%
SCHR 5.0%
SCHX 4.7%
VOO 4.3%
SCHF 2.1%
XLY 1.9%
SCHQ 1.9%

2026Q2 买入最多 按季末市值估算

SPY 加仓+$412.81万
BND 加仓+$269.72万
VEA 加仓+$197.23万
MPLX 新建仓+$104.21万
XLK 加仓+$74.07万

2026Q2 卖出最多 按季末市值估算

VOO 减仓-$45.67万
WMT 清仓-$36.99万
SPGI 清仓-$20.03万
SCHX 减仓-$16.18万
VT 减仓-$10.19万

2026Q2 持仓明细 点表头排序

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
SPY STATE STR SPDR S&P 500 ETF T $6,999.40万31.40%93,729 5,5286.3% $412.81万 加仓
VEA VANGUARD TAX-MANAGED FDS $4,705.18万21.11%660,376 27,6824.4% $197.23万 加仓
XLK SELECT SECTOR SPDR TR $1,756.69万7.88%92,205 3,8884.4% $74.07万 加仓
BND VANGUARD BD INDEX FDS $1,721.10万7.72%234,450 36,74118.6% $269.72万 加仓
SCHR SCHWAB STRATEGIC TR $1,111.96万4.99%450,916 28,5166.8% $70.32万 加仓
SCHX SCHWAB STRATEGIC TR $1,049.51万4.71%356,612 -5,498-1.5% -$16.18万 减仓
VOO VANGUARD INDEX FDS $956.79万4.29%13,931 -665-4.6% -$45.67万 减仓
SCHF SCHWAB STRATEGIC TR $459.36万2.06%165,835 -3,131-1.9% -$8.67万 减仓
XLY SELECT SECTOR SPDR TR $427.92万1.92%36,487 1,4924.3% $17.50万 加仓
SCHQ SCHWAB STRATEGIC TR $415.19万1.86%132,650 9,1347.4% $28.59万 加仓
XLC SELECT SECTOR SPDR TR $407.46万1.83%38,034 1,5854.3% $16.98万 加仓
VT VANGUARD INTL EQUITY INDEX F $192.47万0.86%12,263 -649-5.0% -$10.19万 减仓
SGOV ISHARES TR $173.51万0.78%17,235 6,83465.7% $68.80万 加仓
AAPL APPLE INC $159.21万0.71%5,502 67714.0% $19.59万 加仓
TSLA TESLA INC $140.90万0.63%3,350 1675.2% $7.02万 加仓
SCHD SCHWAB STRATEGIC TR $139.55万0.63%44,010 -535-1.2% -$1.70万 减仓
SCHB SCHWAB STRATEGIC TR $139.40万0.63%48,135 -470-1.0% -$1.36万 减仓
VGUS VANGUARD INSTL INDEX FD $129.06万0.58%17,058 8,870108.3% $67.11万 加仓
MPLX MPLX LP $104.21万0.47%18,500 18,500— $104.21万 新建仓
ABBV ABBVIE INC $86.51万0.39%3,438 92436.8% $23.25万 加仓
NVDA NVIDIA CORPORATION $84.86万0.38%4,241 3107.9% $6.20万 加仓
— EXXON MOBIL CORP $70.98万0.32%5,192 1,59444.3% $21.79万 加仓
VTI VANGUARD INDEX FDS $68.15万0.31%1,842 40.2% $1,480 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $59.95万0.27%1,198 50.4% $2,502 加仓
QDPL PACER FDS TR $52.20万0.23%11,583 11,583— $52.20万 新建仓
AGG ISHARES TR $51.53万0.23%5,206 2815.7% $2.78万 加仓
USXF ISHARES TR $49.56万0.22%7,136 -218-3.0% -$1.51万 减仓
EPD ENTERPRISE PRODS PARTNERS L $41.95万0.19%11,412 11,412— $41.95万 新建仓
IVV ISHARES TR $41.86万0.19%559 00.0% — 不变
BIL SPDR SERIES TRUST $41.62万0.19%4,542 -234-4.9% -$2.14万 减仓
SPTM SPDR SERIES TRUST $40.16万0.18%4,423 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $38.05万0.17%22,787 12,005111.3% $20.05万 加仓
MSFT MICROSOFT CORP $36.09万0.16%968 42377.6% $15.77万 加仓
ABT ABBOTT LABORATORIES $30.48万0.14%3,359 74928.7% $6.80万 加仓
STK COLUMBIA SELIGM PREM TECH GR $28.95万0.13%5,374 5,374— $28.95万 新建仓
AGNC AGNC INVT CORP $28.35万0.13%26,005 26,005— $28.35万 新建仓
JNJ JOHNSON & JOHNSON $27.30万0.12%1,075 1,075— $27.30万 新建仓
ET ENERGY TRANSFER L P $26.96万0.12%14,100 14,100— $26.96万 新建仓
AMZN AMAZON COM INC $24.55万0.11%1,030 1,030— $24.55万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $22.93万0.10%2,738 130.5% $1,089 加仓
GOOG ALPHABET INC $22.54万0.10%638 638— $22.54万 新建仓
IAU ISHARES GOLD TR $21.04万0.09%2,786 -119-4.1% -$8,986 减仓
DX DYNEX CAP INC $19.82万0.09%15,116 15,116— $19.82万 新建仓
OXLC OXFORD LANE CAP CORP $15.12万0.07%17,262 17,262— $15.12万 新建仓
SLRC SLR INVESTMENT CORP $14.84万0.07%12,000 12,000— $14.84万 新建仓
— EAGLE POINT CR CO $13.46万0.06%36,175 36,175— $13.46万 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $10.87万0.05%10,000 10,000— $10.87万 新建仓
XEXGX EATON VANCE TAX-MANAGED GLOB $9.84万0.04%10,031 10,031— $9.84万 新建仓
BRSP BRIGHTSPIRE CAPITAL INC $7.90万0.04%14,500 14,500— $7.90万 新建仓
— ARES COML REAL ESTATE CORP $7.65万0.03%17,000 17,000— $7.65万 新建仓
— TRIPLEPOINT VENTURE GROWTH B $6.68万0.03%13,610 13,610— $6.68万 新建仓
WMT WALMART INC $00.00%0 -2,976-100.0% -$36.99万 清仓
SPGI S&P GLOBAL INC $00.00%0 -471-100.0% -$20.03万 清仓