13F 机构持仓

TOUNJIAN ADVISORY PARTNERS, LLC

FORT MYERS FL · SEC CIK 0002039850

2026Q22026Q1 更早 9 个季度 🔒
$2.34亿2026Q2 申报市值
777持仓数
40.9%前十大占比 · 第一大 16.5%
627 / 19新建仓 / 清仓
申报市值走势$2.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FTGS 16.5%
BUFR 3.9%
AAPL 3.7%
UDEC 3.2%
NVDA 3.0%
AMZN 2.4%
GE 2.1%
MSFT 2.1%
SPCX 2.1%
TSLA 2.0%

2026Q2 买入最多 按季末市值估算

FTGS 新建仓+$3,846.36万
BUFR 新建仓+$904.08万
UDEC 新建仓+$752.08万
SPCX 新建仓+$486.58万
MISL 新建仓+$466.60万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$951.18万
MU 减仓-$770.56万
AAPL 减仓-$757.01万
GOOGL 减仓-$693.59万
IEFA 减仓-$693.32万

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
AVXC AMERICAN CENTY ETF TR $00.00%0 -75,124-100.0% -$508.08万 清仓
— EXXON MOBIL CORP $00.00%0 -28,880-100.0% -$489.99万 清仓
IHDG WISDOMTREE TR $00.00%0 -44,578-100.0% -$214.64万 清仓
— ISHARES TR $00.00%0 -16,136-100.0% -$64.02万 清仓
— WISDOMTREE TR $00.00%0 -14,590-100.0% -$63.41万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -17,319-100.0% -$52.82万 清仓
IWF ISHARES TR $00.00%0 -2,784-100.0% -$29.64万 清仓
— CEL-SCI CORP $20.00%2 2— $2 新建仓
NAT NORDIC AMERICAN TANKERS LIMI $30.00%1 1— $3 新建仓
OWL BLUE OWL CAPITAL INC $40.00%0 0— — 清仓
HLN HALEON PLC $50.00%0 0— — 清仓
BF/B BROWN FORMAN CORP $70.00%0 0— — 清仓
BAX BAXTER INTL INC $100.00%0 0— — 清仓
KVUE KENVUE INC $120.00%1 1— $12 新建仓
TRNO TERRENO RLTY CORP $170.00%0 0— — 清仓
MOS MOSAIC CO $180.00%1 1— $18 新建仓
CCI CROWN CASTLE INC $180.00%0 0— — 清仓
— ORION PROPERTIES INC $250.00%9 9— $25 新建仓
KDP KEURIG DR PEPPER INC $280.00%1 1— $28 新建仓
GFL GFL ENVIRONMENTAL INC $300.00%1 1— $30 新建仓
DEO DIAGEO PLC $320.00%0 0— — 清仓
APO APOLLO GLOBAL MGMT INC $330.00%0 0— — 清仓
CRBG COREBRIDGE FINL INC $350.00%1 1— $35 新建仓
NVO NOVO-NORDISK A S $360.00%1 1— $36 新建仓
SLQD ISHARES TR $360.00%1 1— $36 新建仓
BTI BRITISH AMERN TOB PLC $370.00%1 1— $37 新建仓
XONE BONDBLOXX ETF TRUST $410.00%1 -13,987-100.0% -$57.35万 减仓
LAZ LAZARD INC $440.00%1 -23,443-100.0% -$103.15万 重新持有
SMG SCOTTS MIRACLE-GRO CO $540.00%1 1— $54 新建仓
AOS SMITH A O CORP $540.00%1 1— $54 新建仓
BRKR BRUKER CORP $540.00%1 1— $54 新建仓
DUK DUKE ENERGY CORP NEW $550.00%0 0— — 清仓
RPRX ROYALTY PHARMA PLC $550.00%1 1— $55 新建仓
BIV VANGUARD BD INDEX FDS $560.00%1 1— $56 新建仓
SUI SUN CMNTYS INC $560.00%0 0— — 清仓
XLF SELECT SECTOR SPDR TR $580.00%1 1— $58 新建仓
— ELEVATION SERIES TRUST $580.00%2 2— $58 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $630.00%1 1— $63 新建仓
DCI DONALDSON INC $630.00%1 1— $63 新建仓
IMO IMPERIAL OIL LTD $760.00%1 1— $76 新建仓
FTS FORTIS INC $790.00%1 1— $79 新建仓
VTR VENTAS INC $820.00%1 1— $82 新建仓
FWRD FORWARD AIR CORP $820.00%6 6— $82 新建仓
ALSN ALLISON TRANSMISSION HLDGS I $850.00%1 1— $85 新建仓
IEP ICAHN ENTERPRISES LP $940.00%13 13— $94 新建仓
FMC FMC CORP $1010.00%9 9— $101 新建仓
AJG GALLAGHER ARTHUR J & CO $1250.00%1 1— $125 新建仓
OMCL OMNICELL COM $1250.00%3 3— $125 新建仓
HII HUNTINGTON INGALLS INDS INC $1300.00%0 0— — 清仓
AES AES CORP $1310.00%9 9— $131 新建仓
MTB M & T BK CORP $1430.00%1 1— $143 新建仓
PSA PUBLIC STORAGE $1530.00%0 0— — 清仓
WHR WHIRLPOOL CORP $1610.00%4 4— $161 新建仓
EMBC EMBECTA CORP $1990.00%61 61— $199 新建仓
GT GOODYEAR TIRE & RUBR CO $2050.00%31 31— $205 新建仓
XLV SELECT SECTOR SPDR TR $2250.00%1 1— $225 新建仓
P EVERPURE INC $2360.00%3 3— $236 新建仓
PRG PROG HOLDINGS INC $2380.00%5 5— $238 新建仓
XLRE SELECT SECTOR SPDR TR $2390.00%5 5— $239 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $2460.00%11 11— $246 新建仓
TBI TRUEBLUE INC $2580.00%37 37— $258 新建仓
REXR REXFORD INDL RLTY INC $2680.00%8 8— $268 新建仓
TRU TRANSUNION $2890.00%4 4— $289 新建仓
ZION ZIONS BANCORPORATION NATL AS $2980.00%4 4— $298 新建仓
SCI SERVICE CORP INTL $3040.00%4 4— $304 新建仓
MICC MAGNUM ICE CREAM CO NV $3130.00%18 18— $313 新建仓
SON SONOCO PRODS CO $3240.00%6 6— $324 新建仓
TOL TOLL BROTHERS INC $3300.00%2 2— $330 新建仓
IVZ INVESCO LTD $3320.00%13 13— $332 新建仓
— ELEVATION SERIES TRUST $3610.00%10 10— $361 新建仓
CNMD CONMED CORP $3730.00%11 11— $373 新建仓
SPHY SPDR SERIES TRUST $3750.00%16 16— $375 新建仓
EXE EXPAND ENERGY CORPORATION $3820.00%4 4— $382 新建仓
BWXT BWX TECHNOLOGIES INC $3890.00%2 2— $389 新建仓
CHRW C H ROBINSON WORLDWIDE IN $3960.00%2 2— $396 新建仓
XPO XPO INC $4110.00%2 2— $411 新建仓
TEL TE CONNECTIVITY PLC $4180.00%2 2— $418 新建仓
XLB SELECT SECTOR SPDR TR $4250.00%8 8— $425 新建仓
HP HELMERICH & PAYNE INC $4290.00%13 13— $429 新建仓
PYPL PAYPAL HLDGS INC $4360.00%10 10— $436 新建仓
EL LAUDER ESTEE COS INC $4440.00%6 6— $444 新建仓
EBAY EBAY INC. $4650.00%4 4— $465 新建仓
NIO NIO INC $4660.00%92 92— $466 新建仓
FNF FIDELITY NATL FINL INC $4710.00%10 -9,200-99.9% -$43.33万 减仓
AMSF AMERISAFE INC $4820.00%14 14— $482 新建仓
WU WESTERN UN CO $4840.00%63 63— $484 新建仓
FLEX FLEX LTD $4860.00%3 3— $486 新建仓
CAH CARDINAL HEALTH INC $4910.00%2 2— $491 新建仓
LDOS LEIDOS HOLDINGS INC $5150.00%5 5— $515 新建仓
VTRS VIATRIS INC $5300.00%33 33— $530 新建仓
PHIN PHINIA INC $5310.00%6 6— $531 新建仓
— VIRTUS ETF TR II $5550.00%24 -12,696-99.8% -$29.36万 减仓
COLM COLUMBIA SPORTSWEAR CO $5600.00%9 9— $560 新建仓
JBLU JETBLUE AIRWAYS CORP $5620.00%98 98— $562 新建仓
XLI SELECT SECTOR SPDR TR $5750.00%3 3— $575 新建仓
— AMERICAN OUTDOOR BRANDS INC $5870.00%50 50— $587 新建仓
NRG NRG ENERGY INC $6090.00%4 4— $609 新建仓
M MACYS INC $6100.00%26 26— $610 新建仓
GWRE GUIDEWIRE SOFTWARE INC $6150.00%5 5— $615 新建仓
BEN FRANKLIN RESOURCES INC $6150.00%18 18— $615 新建仓