Sylvest Advisors, LLC
DALLAS TX · SEC CIK 0002044121
$2.22亿2026Q2 申报市值
78持仓数
73.5%前十大占比 · 第一大 14.5%
13 / 5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
IWF 加仓+$419.11万
IWD 加仓+$242.41万
AVLV 新建仓+$148.59万
BMI 新建仓+$95.33万
BALL 新建仓+$91.19万
2026Q2 卖出最多 按季末市值估算
JNJ 清仓-$143.00万
NTAP 清仓-$95.09万
ZTS 清仓-$85.02万
QCOM 清仓-$69.39万
BRK/B 减仓-$45.44万
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $3,205.54万 | 14.45% | 132,225 | 9,999 | 8.2% | $242.41万 | 加仓 |
| IWF | ISHARES TR | $2,565.91万 | 11.57% | 206,645 | 33,753 | 19.5% | $419.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,421.54万 | 10.92% | 874,202 | 10,145 | 1.2% | $28.10万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,866.99万 | 8.42% | 231,722 | 2,746 | 1.2% | $22.12万 | 加仓 |
| IJR | ISHARES TR | $1,410.23万 | 6.36% | 95,087 | 158 | 0.2% | $2.34万 | 加仓 |
| COWZ | PACER FDS TR | $1,356.31万 | 6.11% | 218,057 | -2,707 | -1.2% | -$16.84万 | 减仓 |
| COWG | PACER FDS TR | $1,228.87万 | 5.54% | 306,096 | -5,583 | -1.8% | -$22.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $812.07万 | 3.66% | 21,770 | 1,847 | 9.3% | $68.90万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $801.97万 | 3.62% | 83,114 | 670 | 0.8% | $6.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $625.68万 | 2.82% | 50,151 | 2,761 | 5.8% | $34.45万 | 加仓 |
| AAPL | APPLE INC | $515.51万 | 2.32% | 17,816 | -232 | -1.3% | -$6.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $479.16万 | 2.16% | 12,949 | -433 | -3.2% | -$16.02万 | 减仓 |
| EZM | WISDOMTREE TR | $471.00万 | 2.12% | 62,150 | 5,256 | 9.2% | $39.83万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $205.17万 | 0.92% | 18,508 | -285 | -1.5% | -$3.16万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $174.29万 | 0.79% | 18,074 | 986 | 5.8% | $9.51万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $148.59万 | 0.67% | 16,291 | 16,291 | — | $148.59万 | 新建仓 |
| MRK | MERCK & CO INC | $147.42万 | 0.66% | 11,472 | -300 | -2.5% | -$3.85万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $141.69万 | 0.64% | 26,225 | 15,336 | 140.8% | $82.86万 | 加仓 |
| ITOT | ISHARES TR | $129.29万 | 0.58% | 7,871 | -50 | -0.6% | -$8,213 | 减仓 |
| AMGN | AMGEN INC | $113.96万 | 0.51% | 3,147 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $110.94万 | 0.50% | 3,104 | -29 | -0.9% | -$1.04万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $105.18万 | 0.47% | 8,260 | -250 | -2.9% | -$3.18万 | 减仓 |
| GOOG | ALPHABET INC | $98.19万 | 0.44% | 2,779 | 24 | 0.9% | $8,480 | 加仓 |
| BMI | BADGER METER INC | $95.33万 | 0.43% | 6,425 | 6,425 | — | $95.33万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $91.21万 | 0.41% | 8,023 | 289 | 3.7% | $3.29万 | 加仓 |
| BALL | BALL CORP | $91.19万 | 0.41% | 14,614 | 14,614 | — | $91.19万 | 新建仓 |
| HSY | HERSHEY CO | $89.95万 | 0.41% | 5,127 | 85 | 1.7% | $1.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $89.87万 | 0.41% | 4,013 | 4,013 | — | $89.87万 | 新建仓 |
| PPG | PPG INDS INC | $88.95万 | 0.40% | 7,334 | -175 | -2.3% | -$2.12万 | 减仓 |
| TSLA | TESLA INC | $84.92万 | 0.38% | 2,019 | 124 | 6.5% | $5.22万 | 加仓 |
| DCI | DONALDSON INC | $83.71万 | 0.38% | 9,325 | 133 | 1.4% | $1.19万 | 加仓 |
| TTC | TORO CO | $83.46万 | 0.38% | 8,567 | -100 | -1.2% | -$9,742 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $80.46万 | 0.36% | 2,718 | 1,159 | 74.3% | $34.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $79.83万 | 0.36% | 13,854 | 85 | 0.6% | $4,898 | 加仓 |
| INTU | INTUIT | $78.22万 | 0.35% | 2,997 | 2,997 | — | $78.22万 | 新建仓 |
| TNC | TENNANT CO | $77.95万 | 0.35% | 8,904 | 310 | 3.6% | $2.71万 | 加仓 |
| CSL | CARLISLE COS INC | $75.85万 | 0.34% | 2,091 | 70 | 3.5% | $2.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $75.25万 | 0.34% | 3,761 | 1,011 | 36.8% | $20.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $73.87万 | 0.33% | 10,267 | -350 | -3.3% | -$2.52万 | 减仓 |
| USB | US BANCORP | $73.02万 | 0.33% | 12,089 | -190 | -1.5% | -$1.15万 | 减仓 |
| DMC | DEL MONTE CORP | $72.80万 | 0.33% | 26,084 | -74 | -0.3% | -$2,065 | 减仓 |
| CMCSA | COMCAST CORP NEW | $69.15万 | 0.31% | 28,167 | 14,656 | 108.5% | $35.98万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $64.40万 | 0.29% | 3,864 | 180 | 4.9% | $3.00万 | 加仓 |
| ORCL | ORACLE CORP | $63.34万 | 0.29% | 4,322 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $59.78万 | 0.27% | 2,509 | -48 | -1.9% | -$1.14万 | 减仓 |
| WMT | WALMART INC | $57.71万 | 0.26% | 5,096 | 72 | 1.4% | $8,154 | 加仓 |
| SSNC | SS&C TECH HLDGS | $57.58万 | 0.26% | 9,280 | 685 | 8.0% | $4.25万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $57.28万 | 0.26% | 1,735 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $56.84万 | 0.26% | 2,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $55.65万 | 0.25% | 4,071 | 1,026 | 33.7% | $14.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.89万 | 0.25% | 1,097 | -908 | -45.3% | -$45.44万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $52.91万 | 0.24% | 10,586 | 230 | 2.2% | $1.15万 | 加仓 |
| G | GENPACT LIMITED | $52.46万 | 0.24% | 19,076 | 1,170 | 6.5% | $3.22万 | 加仓 |
| MOS | MOSAIC CO | $51.62万 | 0.23% | 24,360 | 2,200 | 9.9% | $4.66万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $50.59万 | 0.23% | 4,706 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $47.61万 | 0.21% | 9,420 | 1,335 | 16.5% | $6.75万 | 加仓 |
| AMZN | AMAZON COM INC | $45.98万 | 0.21% | 1,929 | 181 | 10.4% | $4.31万 | 加仓 |
| AIS | TIDAL TRUST III | $45.91万 | 0.21% | 5,382 | 5,382 | — | $45.91万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $43.83万 | 0.20% | 3,522 | 298 | 9.2% | $3.71万 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.71万 | 0.19% | 2,577 | -149 | -5.5% | -$2.47万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $38.48万 | 0.17% | 1,986 | 1,986 | — | $38.48万 | 新建仓 |
| V | VISA INC | $37.77万 | 0.17% | 1,101 | 32 | 3.0% | $1.10万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $37.46万 | 0.17% | 1,223 | 1,223 | — | $37.46万 | 新建仓 |
| CAT | CATERPILLAR INC | $36.62万 | 0.17% | 344 | -33 | -8.8% | -$3.51万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $36.44万 | 0.16% | 1,844 | 1,844 | — | $36.44万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $36.17万 | 0.16% | 2,824 | 74 | 2.7% | $9,478 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.70万 | 0.14% | 2,162 | 13 | 0.6% | $1,906 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.35万 | 0.14% | 310 | 10 | 3.3% | $1.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.58万 | 0.14% | 769 | -250 | -24.5% | -$9.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.12% | 1,298 | 245 | 23.3% | $5.21万 | 加仓 |
| RY | ROYAL BK CDA | $25.68万 | 0.12% | 1,241 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.59万 | 0.12% | 2,002 | 2,002 | — | $25.59万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $24.42万 | 0.11% | 710 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.40万 | 0.11% | 420 | 420 | — | $24.40万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.30万 | 0.10% | 825 | 28 | 3.5% | $7,568 | 加仓 |
| VUG | VANGUARD INDEX FDS | $21.99万 | 0.10% | 2,553 | 2,553 | — | $21.99万 | 新建仓 |
| IVV | ISHARES TR | $21.85万 | 0.10% | 292 | 292 | — | $21.85万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.14万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -5,850 | -100.0% | -$143.00万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -9,287 | -100.0% | -$95.09万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -7,192 | -100.0% | -$85.02万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -5,388 | -100.0% | -$69.39万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -9,084 | -100.0% | -$26.75万 | 清仓 |