Argentarii, LLC
CINCINNATI OH · SEC CIK 0002030055
$3.32亿2026Q2 申报市值
213持仓数
42.4%前十大占比 · 第一大 8.5%
26 / 12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
IAU 加仓+$115.00万
AMD 加仓+$56.87万
AIRJOULE TECHNOL 加仓+$49.68万
BKNG 新建仓+$44.04万
MNST 加仓+$43.55万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$436.96万
VBK 减仓-$425.37万
BSX 清仓-$157.01万
SPGI 减仓-$70.63万
HON 减仓-$60.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $224.14万 | 0.68% | 28,820 | -94 | -0.3% | -$7,310 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $226.01万 | 0.68% | 2,933 | 1 | 0.0% | $771 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $233.93万 | 0.71% | 49,488 | -7,024 | -12.4% | -$33.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $240.89万 | 0.73% | 4,665 | 2 | 0.0% | $1,033 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $245.22万 | 0.74% | 8,716 | -3 | -0.0% | -$844 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $298.23万 | 0.90% | 94,736 | -1,037 | -1.1% | -$3.26万 | 减仓 |
| WMB | WILLIAMS COS INC | $299.47万 | 0.90% | 41,415 | -5 | -0.0% | -$362 | 减仓 |
| META | META PLATFORMS INC | $341.60万 | 1.03% | 5,702 | -52 | -0.9% | -$3.12万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $351.96万 | 1.06% | 9,170 | -45 | -0.5% | -$1.73万 | 减仓 |
| VFH | VANGUARD WORLD FD | $446.43万 | 1.35% | 31,576 | -243 | -0.8% | -$3.44万 | 减仓 |
| WELL | WELLTOWER INC | $474.34万 | 1.43% | 20,987 | -129 | -0.6% | -$2.92万 | 减仓 |
| V | VISA INC | $488.82万 | 1.47% | 13,473 | 277 | 2.1% | $10.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $500.59万 | 1.51% | 5,301 | -88 | -1.6% | -$8.31万 | 减仓 |
| WMT | WALMART INC | $534.87万 | 1.61% | 47,225 | 292 | 0.6% | $3.31万 | 加仓 |
| APH | AMPHENOL CORP | $554.86万 | 1.67% | 33,179 | -30 | -0.1% | -$5,017 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $582.17万 | 1.76% | 5,485 | -41 | -0.7% | -$4.35万 | 减仓 |
| LLY | ELI LILLY & CO | $684.52万 | 2.06% | 5,634 | -33 | -0.6% | -$4.01万 | 减仓 |
| IAU | ISHARES GOLD TR | $720.95万 | 2.17% | 87,728 | 13,994 | 19.0% | $115.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,113.93万 | 3.36% | 30,768 | -406 | -1.3% | -$14.70万 | 减仓 |
| AMZN | AMAZON COM INC | $1,114.02万 | 3.36% | 40,916 | 797 | 2.0% | $21.70万 | 加仓 |
| AVGO | BROADCOM INC | $1,245.10万 | 3.75% | 29,924 | 474 | 1.6% | $19.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,720.69万 | 5.19% | 34,153 | 342 | 1.0% | $17.23万 | 加仓 |
| GOOGL | ALPHABET INC | $1,860.33万 | 5.61% | 54,111 | 388 | 0.7% | $13.34万 | 加仓 |
| AAPL | APPLE INC | $2,183.62万 | 6.58% | 71,615 | 1,095 | 1.6% | $33.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,832.59万 | 8.54% | 130,234 | 152 | 0.1% | $3.31万 | 加仓 |