O'Domhnaill Enterprises, Inc.
CODY WY · SEC CIK 0002020582
$1.25亿2026Q2 申报市值
61持仓数
41.6%前十大占比 · 第一大 10.6%
5 / 4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
SPCX 新建仓+$163.58万
AAPL 加仓+$155.88万
IBM 加仓+$151.71万
TPL 加仓+$150.68万
VLO 新建仓+$137.67万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$935.00万
SUB 减仓-$237.12万
PANW 重新持有-$146.94万
AMZN 重新持有-$93.64万
CAT 减仓-$74.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 | $1,325.69万 | 10.60% | 131,687 | 7,656 | 6.2% | $77.07万 | 加仓 |
| GLD | SPDR GOLD | $590.99万 | 4.72% | 16,043 | 428 | 2.7% | $15.77万 | 加仓 |
| VGSH | VANGUARD SHORT | $526.66万 | 4.21% | 90,492 | -160,653 | -64.0% | -$935.00万 | 减仓 |
| PM | PHILIP MORRIS | $499.86万 | 4.00% | 27,630 | -717 | -2.5% | -$12.97万 | 减仓 |
| SLV | ISHARES SILVER | $421.87万 | 3.37% | 78,899 | -1,860 | -2.3% | -$9.95万 | 减仓 |
| MPC | MARATHON PETROLEUM | $392.89万 | 3.14% | 15,367 | -1,390 | -8.3% | -$35.54万 | 减仓 |
| MO | ALTRIA GROUP | $390.49万 | 3.12% | 54,272 | -2,675 | -4.7% | -$19.25万 | 减仓 |
| — | EXXON MOBIL | $358.27万 | 2.86% | 26,205 | 2,259 | 9.4% | $30.89万 | 加仓 |
| WPM | WHEATON PRECIOUS | $348.53万 | 2.79% | 31,030 | -660 | -2.1% | -$7.41万 | 减仓 |
| NEM | NEWMONT CORP | $344.81万 | 2.76% | 36,918 | -1,434 | -3.7% | -$13.39万 | 减仓 |
| CCJ | CAMECO CORP | $329.57万 | 2.63% | 32,355 | -1,971 | -5.7% | -$20.08万 | 减仓 |
| CAT | CATERPILLAR INC | $328.74万 | 2.63% | 3,087 | -696 | -18.4% | -$74.12万 | 减仓 |
| AG | FIRST MAJESTIC | $328.21万 | 2.62% | 193,521 | -5,946 | -3.0% | -$10.08万 | 减仓 |
| PAAS | PAN AMERICAN | $325.95万 | 2.61% | 72,773 | -5,026 | -6.5% | -$22.51万 | 减仓 |
| AAPL | APPLE INC | $303.22万 | 2.42% | 10,479 | 5,387 | 105.8% | $155.88万 | 加仓 |
| WMB | WILLIAMS COS | $294.74万 | 2.36% | 39,648 | 1,954 | 5.2% | $14.53万 | 加仓 |
| KMB | KIMBERLY CLARK | $294.48万 | 2.35% | 26,827 | 1,585 | 6.3% | $17.40万 | 加仓 |
| IBM | INTL BUSINESS | $292.37万 | 2.34% | 10,397 | 5,395 | 107.9% | $151.71万 | 加仓 |
| JPM | JPMORGAN CHASE | $282.65万 | 2.26% | 8,635 | 3,868 | 81.1% | $126.61万 | 加仓 |
| RTX | RTX CORP | $278.33万 | 2.22% | 14,670 | 1,716 | 13.2% | $32.56万 | 加仓 |
| KO | COCA COLA COMPANY | $271.55万 | 2.17% | 33,413 | -165 | -0.5% | -$1.34万 | 减仓 |
| WM | WASTE MANAGEMENT | $270.62万 | 2.16% | 12,142 | 1,035 | 9.3% | $23.07万 | 加仓 |
| LMT | LOCKHEED MARTIN | $255.24万 | 2.04% | 5,010 | 859 | 20.7% | $43.76万 | 加仓 |
| HSY | HERSHEY COMPANY | $245.40万 | 1.96% | 13,987 | 2,260 | 19.3% | $39.65万 | 加仓 |
| CVX | CHEVRON CORP | $230.17万 | 1.84% | 13,886 | 1,816 | 15.0% | $30.10万 | 加仓 |
| BWXT | BWX TECHNOLOGIES | $224.08万 | 1.79% | 11,512 | 1,489 | 14.9% | $28.98万 | 加仓 |
| GILD | GILEAD SCIENCES | $209.53万 | 1.67% | 16,585 | 1,387 | 9.1% | $17.52万 | 加仓 |
| SUB | ISHARES SHORT | $190.17万 | 1.52% | 17,861 | -22,271 | -55.5% | -$237.12万 | 减仓 |
| SPCX | SPACE EXPLORATION | $163.58万 | 1.31% | 9,574 | 9,574 | — | $163.58万 | 新建仓 |
| TPL | TEXAS PACIFIC | $158.08万 | 1.26% | 3,612 | 3,443 | 2,037.3% | $150.68万 | 加仓 |
| PANW | PALO ALTO | $150.25万 | 1.20% | 4,406 | -4,309 | -49.4% | -$146.94万 | 重新持有 |
| GS | GOLDMAN SACHS | $141.08万 | 1.13% | 1,395 | -360 | -20.5% | -$36.41万 | 减仓 |
| CLX | CLOROX COMPANY | $138.67万 | 1.11% | 14,530 | 2,811 | 24.0% | $26.83万 | 加仓 |
| VLO | VALERO ENERGY | $137.67万 | 1.10% | 5,286 | 5,286 | — | $137.67万 | 新建仓 |
| V | VISA INC | $137.03万 | 1.10% | 3,994 | -1,931 | -32.6% | -$66.25万 | 重新持有 |
| GD | GENERAL DYNAMICS | $136.98万 | 1.09% | 3,867 | 191 | 5.2% | $6.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $123.46万 | 0.99% | 2,424 | 480 | 24.7% | $24.45万 | 加仓 |
| GOOGL | ALPHABET INC | $123.43万 | 0.99% | 3,454 | 3,454 | — | $123.43万 | 新建仓 |
| IBMP | ISHARES IBONDS | $121.08万 | 0.97% | 47,633 | 3,372 | 7.6% | $8.57万 | 加仓 |
| IBMO | ISHARES IBONDS | $120.83万 | 0.97% | 47,124 | 3,155 | 7.2% | $8.09万 | 加仓 |
| AMZN | AMAZON COM | $119.41万 | 0.95% | 5,010 | -3,929 | -44.0% | -$93.64万 | 重新持有 |
| NVDA | NVIDIA CORP | $115.55万 | 0.92% | 5,775 | -1,334 | -18.8% | -$26.69万 | 重新持有 |
| MSFT | MICROSOFT CORP | $105.71万 | 0.84% | 2,834 | -1,330 | -31.9% | -$49.61万 | 重新持有 |
| HII | HUNTINGTON INGALLS | $101.18万 | 0.81% | 3,615 | 910 | 33.6% | $25.47万 | 加仓 |
| AEM | AGNICO-EAGLE | $94.97万 | 0.76% | 6,122 | 430 | 7.6% | $6.67万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $28.92万 | 0.23% | 5,000 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $23.54万 | 0.19% | 4,490 | 328 | 7.9% | $1.72万 | 加仓 |
| WEC | WEC ENERGY | $23.35万 | 0.19% | 2,000 | 88 | 4.6% | $1.03万 | 加仓 |
| BKH | BLACK HILLS | $23.10万 | 0.18% | 3,105 | 40 | 1.3% | $2,976 | 加仓 |
| DUK | DUKE ENERGY | $22.96万 | 0.18% | 1,814 | 123 | 7.3% | $1.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $20.36万 | 0.16% | 4,808 | 528 | 12.3% | $2.24万 | 加仓 |
| RSP | INVESCO S&P | $8.02万 | 0.06% | 377 | 72 | 23.6% | $1.53万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $3.73万 | 0.03% | 273 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $3.37万 | 0.03% | 1,425 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $2.32万 | 0.02% | 64 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $1.66万 | 0.01% | 219 | 40 | 22.3% | $3,032 | 加仓 |
| QQQ | INVESCO QQQ | $1.18万 | 0.01% | 16 | 16 | — | $1.18万 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL | $8,850 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $6,493 | 0.01% | 29 | -29 | -50.0% | -$6,493 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $6,411 | 0.01% | 29 | 29 | — | $6,411 | 新建仓 |
| IBMQ | ISHARES IBONDS | $0 | 0.00% | 0 | -26,156 | -100.0% | -$66.78万 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -1,373 | -100.0% | -$12.41万 | 清仓 |
| PAGP | PLAINS GP | $0 | 0.00% | 0 | -2,700 | -100.0% | -$6.56万 | 清仓 |
| TSCO | TRACTOR SUPPLY | $0 | 0.00% | 0 | -252 | -100.0% | -$1.14万 | 清仓 |