Argentarii, LLC
CINCINNATI OH · SEC CIK 0002030055
$2.90亿2026Q1 申报市值
198持仓数
39.0%前十大占比 · 第一大 7.8%
14 / 18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
VBK 加仓+$357.89万
NET POWER INC 加仓+$75.68万
AVGO 加仓+$56.05万
TSLA 加仓+$51.78万
NVDA 加仓+$39.90万
2026Q1 卖出最多 按季末市值估算
AEM 减仓-$1,299.00万
SPGI 减仓-$122.52万
MSFT 减仓-$60.15万
HD 减仓-$53.41万
VFH 减仓-$50.99万
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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $397.52万 | 1.37% | 13,152 | 11,841 | 903.2% | $357.89万 | 加仓 |
| V | VISA INC | $398.83万 | 1.38% | 13,196 | 100 | 0.8% | $3.02万 | 加仓 |
| WELL | WELLTOWER INC | $417.49万 | 1.44% | 21,116 | 9 | 0.0% | $1,779 | 加仓 |
| APH | AMPHENOL CORP | $419.60万 | 1.45% | 33,209 | 49 | 0.1% | $6,191 | 加仓 |
| — | EXXON MOBIL CORP | $436.96万 | 1.51% | 25,755 | -294 | -1.1% | -$4.99万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $494.74万 | 1.71% | 5,526 | -4 | -0.1% | -$3,581 | 减仓 |
| LLY | ELI LILLY & CO | $521.26万 | 1.80% | 5,667 | 9 | 0.2% | $8,278 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $536.98万 | 1.85% | 5,389 | -193 | -3.5% | -$19.23万 | 减仓 |
| WMT | WALMART INC | $583.28万 | 2.01% | 46,933 | -202 | -0.4% | -$2.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $650.04万 | 2.24% | 73,734 | 2,209 | 3.1% | $19.47万 | 加仓 |
| AMZN | AMAZON COM INC | $835.56万 | 2.89% | 40,119 | 280 | 0.7% | $5.83万 | 加仓 |
| AVGO | BROADCOM INC | $911.49万 | 3.15% | 29,450 | 1,811 | 6.6% | $56.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $917.02万 | 3.17% | 31,174 | 64 | 0.2% | $1.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,251.57万 | 4.32% | 33,811 | -1,625 | -4.6% | -$60.15万 | 减仓 |
| GOOGL | ALPHABET INC | $1,544.86万 | 5.34% | 53,723 | 340 | 0.6% | $9.78万 | 加仓 |
| AAPL | APPLE INC | $1,789.74万 | 6.18% | 70,520 | -227 | -0.3% | -$5.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,268.63万 | 7.83% | 130,082 | 2,288 | 1.8% | $39.90万 | 加仓 |