O'Domhnaill Enterprises, Inc.
CODY WY · SEC CIK 0002020582
$1.24亿2026Q1 申报市值
55持仓数
52.5%前十大占比 · 第一大 11.8%
17 / 16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
SGOV 新建仓+$1,248.50万
VGSH 加仓+$995.95万
SUB 加仓+$346.13万
CVX 新建仓+$249.73万
GILD 新建仓+$211.81万
2026Q1 卖出最多 按季末市值估算
TLT 清仓-$487.49万
SLV 减仓-$396.99万
VZ 减仓-$235.89万
AG 减仓-$233.48万
AXP 清仓-$230.70万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SHORT | $1,470.21万 | 11.85% | 251,145 | 170,130 | 210.0% | $995.95万 | 加仓 |
| SGOV | ISHARES 0-3 | $1,248.50万 | 10.06% | 124,031 | 124,031 | — | $1,248.50万 | 新建仓 |
| GLD | SPDR GOLD | $671.94万 | 5.41% | 15,615 | -343 | -2.1% | -$14.76万 | 减仓 |
| SLV | ISHARES SILVER | $550.29万 | 4.43% | 80,759 | -58,261 | -41.9% | -$396.99万 | 减仓 |
| PM | PHILIP MORRIS | $468.71万 | 3.78% | 28,347 | -3,034 | -9.7% | -$50.17万 | 减仓 |
| AG | FIRST MAJESTIC | $428.46万 | 3.45% | 199,467 | -108,694 | -35.3% | -$233.48万 | 减仓 |
| SUB | ISHARES SHORT | $427.41万 | 3.44% | 40,132 | 32,500 | 425.8% | $346.13万 | 加仓 |
| PAAS | PAN AMERICAN | $425.02万 | 3.42% | 77,799 | -15,800 | -16.9% | -$86.32万 | 减仓 |
| WPM | WHEATON PRECIOUS | $415.18万 | 3.35% | 31,690 | 101 | 0.3% | $1.32万 | 加仓 |
| NEM | NEWMONT CORP | $415.16万 | 3.35% | 38,352 | -6,686 | -14.8% | -$72.38万 | 减仓 |
| MPC | MARATHON PETROLEUM | $409.17万 | 3.30% | 16,757 | -589 | -3.4% | -$14.38万 | 减仓 |
| — | EXXON MOBIL | $406.29万 | 3.27% | 23,946 | -3,083 | -11.4% | -$52.31万 | 减仓 |
| MO | ALTRIA GROUP | $375.79万 | 3.03% | 56,947 | -6,799 | -10.7% | -$44.87万 | 减仓 |
| CCJ | CAMECO CORP | $372.83万 | 3.00% | 34,326 | -1,045 | -3.0% | -$11.35万 | 减仓 |
| WMB | WILLIAMS COS | $274.34万 | 2.21% | 37,694 | 1,957 | 5.5% | $14.24万 | 加仓 |
| CAT | CATERPILLAR INC | $268.01万 | 2.16% | 3,783 | -894 | -19.1% | -$63.34万 | 减仓 |
| KO | COCA COLA COMPANY | $255.37万 | 2.06% | 33,578 | 4,520 | 15.6% | $34.38万 | 加仓 |
| WM | WASTE MANAGEMENT | $255.20万 | 2.06% | 11,107 | 2,193 | 24.6% | $50.39万 | 加仓 |
| LMT | LOCKHEED MARTIN | $250.88万 | 2.02% | 4,151 | -184 | -4.2% | -$11.12万 | 减仓 |
| RTX | RTX CORP | $249.91万 | 2.01% | 12,954 | -38 | -0.3% | -$7,331 | 减仓 |
| CVX | CHEVRON CORP | $249.73万 | 2.01% | 12,070 | 12,070 | — | $249.73万 | 新建仓 |
| HSY | HERSHEY COMPANY | $243.79万 | 1.96% | 11,727 | 501 | 4.5% | $10.42万 | 加仓 |
| KMB | KIMBERLY CLARK | $243.51万 | 1.96% | 25,242 | 15,317 | 154.3% | $147.76万 | 加仓 |
| GILD | GILEAD SCIENCES | $211.81万 | 1.71% | 15,198 | 15,198 | — | $211.81万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES | $204.98万 | 1.65% | 10,023 | 4,256 | 73.8% | $87.04万 | 加仓 |
| GS | GOLDMAN SACHS | $148.47万 | 1.20% | 1,755 | -1,200 | -40.6% | -$101.52万 | 减仓 |
| JPM | JPMORGAN CHASE | $140.25万 | 1.13% | 4,767 | -2,347 | -33.0% | -$69.05万 | 减仓 |
| NOC | NORTHROP GRUMMAN | $132.62万 | 1.07% | 1,944 | 1,944 | — | $132.62万 | 新建仓 |
| AAPL | APPLE INC | $129.26万 | 1.04% | 5,092 | -211 | -4.0% | -$5.36万 | 减仓 |
| GD | GENERAL DYNAMICS | $126.17万 | 1.02% | 3,676 | 3,676 | — | $126.17万 | 新建仓 |
| CLX | CLOROX COMPANY | $121.45万 | 0.98% | 11,719 | 11,719 | — | $121.45万 | 新建仓 |
| IBM | INTL BUSINESS | $121.24万 | 0.98% | 5,002 | 429 | 9.4% | $10.40万 | 加仓 |
| AEM | AGNICO-EAGLE | $115.54万 | 0.93% | 5,692 | 5,692 | — | $115.54万 | 新建仓 |
| IBMO | ISHARES IBONDS | $112.69万 | 0.91% | 43,969 | 43,969 | — | $112.69万 | 新建仓 |
| IBMP | ISHARES IBONDS | $112.60万 | 0.91% | 44,261 | 44,261 | — | $112.60万 | 新建仓 |
| HII | HUNTINGTON INGALLS | $102.77万 | 0.83% | 2,705 | 2,705 | — | $102.77万 | 新建仓 |
| IBMQ | ISHARES IBONDS | $66.78万 | 0.54% | 26,156 | 26,156 | — | $66.78万 | 新建仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $28.82万 | 0.23% | 5,000 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $22.97万 | 0.19% | 4,162 | -25,411 | -85.9% | -$140.24万 | 减仓 |
| DUK | DUKE ENERGY | $22.14万 | 0.18% | 1,691 | 1,653 | 4,350.0% | $21.64万 | 加仓 |
| WEC | WEC ENERGY | $22.14万 | 0.18% | 1,912 | 1,912 | — | $22.14万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $21.49万 | 0.17% | 4,280 | -46,989 | -91.7% | -$235.89万 | 减仓 |
| BKH | BLACK HILLS | $21.27万 | 0.17% | 3,065 | 3,065 | — | $21.27万 | 新建仓 |
| OKE | ONEOK INC | $12.41万 | 0.10% | 1,373 | 1,373 | — | $12.41万 | 新建仓 |
| TPL | TEXAS PACIFIC | $8.02万 | 0.06% | 169 | -20 | -10.6% | -$9,491 | 减仓 |
| PAGP | PLAINS GP | $6.56万 | 0.05% | 2,700 | 2,700 | — | $6.56万 | 新建仓 |
| RSP | INVESCO S&P | $5.85万 | 0.05% | 305 | 305 | — | $5.85万 | 新建仓 |
| AEP | AMERICAN ELECTRIC | $3.58万 | 0.03% | 273 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $3.20万 | 0.03% | 1,425 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $2.89万 | 0.02% | 200 | -9 | -4.3% | -$1,300 | 减仓 |
| AMGN | AMGEN INC | $2.25万 | 0.02% | 64 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $1.31万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $1.26万 | 0.01% | 179 | 179 | — | $1.26万 | 新建仓 |
| TSCO | TRACTOR SUPPLY | $1.14万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $8,011 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR 20 YR TR BD ETF | $0 | 0.00% | 0 | -55,930 | -100.0% | -$487.49万 | 清仓 |
| AXP | AMERICAN EXPRESS | $0 | 0.00% | 0 | -6,236 | -100.0% | -$230.70万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK FDG | $0 | 0.00% | 0 | -1,835 | -100.0% | -$196.41万 | 清仓 |
| PANW | PALO ALTO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL | $0 | 0.00% | 0 | -2,027 | -100.0% | -$114.80万 | 清仓 |
| TJX | TJX COS | $0 | 0.00% | 0 | -6,551 | -100.0% | -$100.63万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,545 | -100.0% | -$17.21万 | 清仓 |
| SPYV | STATE STREET | $0 | 0.00% | 0 | -761 | -100.0% | -$4.32万 | 清仓 |
| SPYG | STATE STREET | $0 | 0.00% | 0 | -350 | -100.0% | -$3.73万 | 清仓 |
| O | REALTY INCOME | $0 | 0.00% | 0 | -390 | -100.0% | -$2.20万 | 清仓 |
| CEG | CONSTELLATION ENERGY | $0 | 0.00% | 0 | -19 | -100.0% | -$6,712 | 清仓 |
| — | THOMSON REUTERS | $0 | 0.00% | 0 | -23 | -100.0% | -$3,033 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$2,397 | 清仓 |
| PPTA | PERPETUA RESOURCES | $0 | 0.00% | 0 | -58 | -100.0% | -$1,404 | 清仓 |
| SO | SOUTHERN COMPANY | $0 | 0.00% | 0 | -15 | -100.0% | -$1,308 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$899 | 清仓 |
| SOLS | SOLSTICE ADVANCED | $0 | 0.00% | 0 | -14 | -100.0% | -$680 | 清仓 |