Ted Buchan & Co
San Diego CA · SEC CIK 0002033413
$3.06亿2026Q2 申报市值
95持仓数
47.3%前十大占比 · 第一大 9.0%
7 / 1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
EWJ 新建仓+$771.15万
BE 新建仓+$81.94万
CLS 新建仓+$80.07万
LITE 新建仓+$74.82万
AGG 加仓+$59.25万
2026Q2 卖出最多 按季末市值估算
CNQ 减仓-$55.99万
MSFT 减仓-$47.11万
NVO 减仓-$45.71万
VUG 减仓-$32.15万
ADP 清仓-$20.11万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $2,751.42万 | 9.00% | 277,977 | 5,986 | 2.2% | $59.25万 | 加仓 |
| EFA | ISHARES TR | $1,817.18万 | 5.94% | 174,931 | 2,047 | 1.2% | $21.26万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,738.52万 | 5.69% | 321,769 | -3,270 | -1.0% | -$17.67万 | 减仓 |
| TIP | ISHARES TR | $1,623.19万 | 5.31% | 148,331 | 1,199 | 0.8% | $13.12万 | 加仓 |
| IVV | ISHARES TR | $1,539.48万 | 5.04% | 20,557 | 88 | 0.4% | $6.59万 | 加仓 |
| UTES | ETFIS SER TR I | $1,105.23万 | 3.62% | 135,212 | 1,257 | 0.9% | $10.27万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,032.67万 | 3.38% | 107,090 | 1,601 | 1.5% | $15.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $995.71万 | 3.26% | 187,481 | 3,523 | 1.9% | $18.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $938.05万 | 3.07% | 46,882 | 314 | 0.7% | $6.28万 | 加仓 |
| COWZ | PACER FDS TR | $911.63万 | 2.98% | 146,564 | 2,660 | 1.8% | $16.55万 | 加仓 |
| NOBL | PROSHARES TR | $900.65万 | 2.95% | 160,373 | -277 | -0.2% | -$1.56万 | 减仓 |
| — | KRANESHARES TRUST | $850.62万 | 2.78% | 309,090 | 1,689 | 0.5% | $4.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $776.30万 | 2.54% | 90,120 | -3,732 | -4.0% | -$32.15万 | 减仓 |
| EWJ | ISHARES INC | $771.15万 | 2.52% | 82,679 | 82,679 | — | $771.15万 | 新建仓 |
| ASML | ASML HLDG NV | $761.11万 | 2.49% | 3,826 | -37 | -1.0% | -$7.36万 | 减仓 |
| XME | SPDR SERIES TRUST | $690.02万 | 2.26% | 64,530 | 2,284 | 3.7% | $24.42万 | 加仓 |
| EWZ | ISHARES INC | $638.54万 | 2.09% | 185,084 | 13,694 | 8.0% | $47.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $618.11万 | 2.02% | 12,943 | 194 | 1.5% | $9.26万 | 加仓 |
| AMZN | AMAZON COM INC | $545.14万 | 1.78% | 22,872 | 530 | 2.4% | $12.63万 | 加仓 |
| LLY | ELI LILLY & CO | $508.92万 | 1.66% | 4,243 | 199 | 4.9% | $23.87万 | 加仓 |
| GOOG | ALPHABET INC | $500.12万 | 1.64% | 14,155 | 261 | 1.9% | $9.22万 | 加仓 |
| AVGO | BROADCOM INC | $495.33万 | 1.62% | 13,113 | 328 | 2.6% | $12.39万 | 加仓 |
| RUNN | STRATEGIC TRUST | $480.70万 | 1.57% | 148,384 | -3,163 | -2.1% | -$10.25万 | 减仓 |
| PGR | PROGRESSIVE CORP | $333.40万 | 1.09% | 15,262 | -296 | -1.9% | -$6.47万 | 减仓 |
| ENB | ENBRIDGE INC | $315.97万 | 1.03% | 58,280 | 90 | 0.2% | $4,879 | 加仓 |
| NVO | NOVO-NORDISK A S | $293.86万 | 0.96% | 61,298 | -9,535 | -13.5% | -$45.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $272.77万 | 0.89% | 1,607 | 225 | 16.3% | $38.19万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $268.29万 | 0.88% | 28,214 | 4,918 | 21.1% | $46.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $253.39万 | 0.83% | 6,793 | -1,263 | -15.7% | -$47.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $241.75万 | 0.79% | 2,584 | 75 | 3.0% | $7.02万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $229.75万 | 0.75% | 142,170 | -1,004 | -0.7% | -$1.62万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $202.77万 | 0.66% | 6,386 | 321 | 5.3% | $10.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $201.08万 | 0.66% | 1,742 | 331 | 23.5% | $38.21万 | 加仓 |
| SHY | ISHARES TR | $192.80万 | 0.63% | 23,480 | -1,349 | -5.4% | -$11.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $189.31万 | 0.62% | 5,116 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $184.70万 | 0.60% | 32,055 | 155 | 0.5% | $8,931 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $184.15万 | 0.60% | 7,479 | -235 | -3.0% | -$5.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $171.78万 | 0.56% | 4,133 | -156 | -3.6% | -$6.48万 | 减仓 |
| SHOP | SHOPIFY INC | $169.50万 | 0.55% | 14,845 | 380 | 2.6% | $4.34万 | 加仓 |
| TFC | TRUIST FINL CORP | $165.83万 | 0.54% | 33,285 | 727 | 2.2% | $3.62万 | 加仓 |
| NFLX | NETFLIX INC. | $157.12万 | 0.51% | 22,005 | 3,076 | 16.3% | $21.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.20万 | 0.50% | 6,984 | -32 | -0.5% | -$6,973 | 减仓 |
| VV | VANGUARD INDEX FDS | $149.57万 | 0.49% | 4,349 | -13 | -0.3% | -$4,471 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $141.36万 | 0.46% | 22,889 | -738 | -3.1% | -$4.56万 | 减仓 |
| INTU | INTUIT | $136.42万 | 0.45% | 5,227 | -757 | -12.7% | -$19.76万 | 减仓 |
| PFE | PFIZER INC | $131.69万 | 0.43% | 54,689 | 1,860 | 3.5% | $4.48万 | 加仓 |
| MO | ALTRIA GROUP INC | $130.80万 | 0.43% | 18,179 | 471 | 2.7% | $3.39万 | 加仓 |
| PEP | PEPSICO INC | $122.09万 | 0.40% | 9,017 | -84 | -0.9% | -$1.14万 | 减仓 |
| DGRW | WISDOMTREE TR | $121.25万 | 0.40% | 12,680 | 101 | 0.8% | $9,658 | 加仓 |
| SBUX | STARBUCKS CORP | $120.97万 | 0.40% | 11,838 | 703 | 6.3% | $7.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $118.04万 | 0.39% | 16,358 | -454 | -2.7% | -$3.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $113.68万 | 0.37% | 15,486 | -28 | -0.2% | -$2,056 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.92万 | 0.37% | 1,512 | -16 | -1.0% | -$1.19万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $111.42万 | 0.36% | 28,208 | -14,174 | -33.4% | -$55.99万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.51万 | 0.34% | 4,865 | -3 | -0.1% | -$638 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $102.54万 | 0.34% | 9,539 | -309 | -3.1% | -$3.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $99.86万 | 0.33% | 1,356 | 19 | 1.4% | $1.40万 | 加仓 |
| ABEV | AMBEV SA | $98.83万 | 0.32% | 314,742 | 11,945 | 3.9% | $3.75万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $96.52万 | 0.32% | 19,269 | -413 | -2.1% | -$2.07万 | 减仓 |
| BE | BLOOM ENERGY CORP | $81.94万 | 0.27% | 2,707 | 2,707 | — | $81.94万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $81.00万 | 0.26% | 25,544 | -468 | -1.8% | -$1.48万 | 减仓 |
| CLS | CELESTICA INC | $80.07万 | 0.26% | 2,196 | 2,196 | — | $80.07万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $74.82万 | 0.24% | 872 | 872 | — | $74.82万 | 新建仓 |
| TSLA | TESLA INC | $70.39万 | 0.23% | 1,674 | 1 | 0.1% | $420 | 加仓 |
| AAPL | APPLE INC | $62.40万 | 0.20% | 2,156 | 495 | 29.8% | $14.33万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $60.84万 | 0.20% | 622 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $43.55万 | 0.14% | 2,901 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $43.25万 | 0.14% | 955 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $43.05万 | 0.14% | 3,902 | 2 | 0.1% | $221 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.55万 | 0.14% | 605 | 65 | 12.0% | $4.46万 | 加仓 |
| PICK | ISHARES INC | $40.46万 | 0.13% | 6,958 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $39.94万 | 0.13% | 1,587 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $38.63万 | 0.13% | 11,415 | 131 | 1.2% | $4,433 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.19万 | 0.12% | 5,070 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $33.66万 | 0.11% | 942 | 200 | 27.0% | $7.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.92万 | 0.10% | 1,926 | -323 | -14.4% | -$5.35万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $30.82万 | 0.10% | 895 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.82万 | 0.10% | 600 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $30.49万 | 0.10% | 7,419 | -1,163 | -13.6% | -$4.78万 | 减仓 |
| TJX | TJX COS INC NEW | $30.21万 | 0.10% | 1,994 | 1 | 0.1% | $151 | 加仓 |
| ORCL | ORACLE CORP | $30.13万 | 0.10% | 2,056 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $29.70万 | 0.10% | 3,687 | 3 | 0.1% | $242 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $27.54万 | 0.09% | 2,750 | -600 | -17.9% | -$6.01万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.12万 | 0.09% | 862 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $26.90万 | 0.09% | 424 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.95万 | 0.08% | 732 | 104 | 16.6% | $3.40万 | 重新持有 |
| EMR | EMERSON ELEC CO | $22.90万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $22.88万 | 0.07% | 7,900 | -227 | -2.8% | -$6,574 | 减仓 |
| STIP | ISHARES TR | $21.75万 | 0.07% | 2,129 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $21.62万 | 0.07% | 272 | 272 | — | $21.62万 | 新建仓 |
| MCK | MCKESSON CORP | $21.61万 | 0.07% | 286 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $21.06万 | 0.07% | 4,782 | 4,782 | — | $21.06万 | 新建仓 |
| NDAQ | NASDAQ INC | $20.60万 | 0.07% | 2,613 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.54万 | 0.07% | 804 | 804 | — | $20.54万 | 新建仓 |
| PULS | PGIM ETF TR | $20.33万 | 0.07% | 4,103 | -1,039 | -20.2% | -$5.15万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -990 | -100.0% | -$20.11万 | 清仓 |