Reyes Financial Architecture, Inc.
SAN DIEGO CA · SEC CIK 0002047201
$1.79亿2026Q2 申报市值
317持仓数
60.5%前十大占比 · 第一大 11.8%
27 / 63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
BUFR 加仓+$2,101.96万
IBB 重新持有+$991.94万
XLI 加仓+$957.27万
RSP 加仓+$892.59万
QQQ 加仓+$890.23万
2026Q2 卖出最多 按季末市值估算
USDU 减仓-$780.68万
XLRE 清仓-$752.52万
HECA 清仓-$705.76万
XLU 减仓-$659.30万
DIA 重新持有-$651.73万
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 |
|---|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | $4.76万 | 0.03% | 297 | 46 | 18.3% | $7,376 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $4.80万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $4.82万 | 0.03% | 136 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $4.99万 | 0.03% | 262 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $5.05万 | 0.03% | 329 | 66 | 25.1% | $1.01万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5.13万 | 0.03% | 340 | 340 | — | $5.13万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $5.18万 | 0.03% | 277 | -52 | -15.8% | -$9,728 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $5.24万 | 0.03% | 1,068 | -588 | -35.5% | -$2.88万 | 减仓 |
| IDCC | INTERDIGITAL INC | $5.27万 | 0.03% | 186 | 28 | 17.7% | $7,928 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.27万 | 0.03% | 1,216 | 1,216 | — | $5.27万 | 新建仓 |
| ABBV | ABBVIE INC | $5.39万 | 0.03% | 214 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $5.49万 | 0.03% | 568 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $5.79万 | 0.03% | 817 | 74 | 10.0% | $5,244 | 加仓 |
| EXC | EXELON CORP | $5.83万 | 0.03% | 1,250 | -400 | -24.2% | -$1.86万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.84万 | 0.03% | 400 | -100 | -20.0% | -$1.46万 | 减仓 |
| AN | AUTONATION INC | $5.85万 | 0.03% | 315 | -23 | -6.8% | -$4,273 | 减仓 |
| EAT | BRINKER INTL INC | $5.90万 | 0.03% | 351 | 50 | 16.6% | $8,400 | 加仓 |
| AX | AXOS FINANCIAL INC | $6.15万 | 0.03% | 631 | 39 | 6.6% | $3,798 | 加仓 |
| PODD | INSULET CORP | $6.17万 | 0.03% | 405 | 133 | 48.9% | $2.02万 | 加仓 |
| IWM | ISHARES TR | $6.22万 | 0.03% | 207 | 207 | — | $6.22万 | 新建仓 |
| WFC | WELLS FARGO & CO | $6.31万 | 0.04% | 763 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $6.32万 | 0.04% | 385 | 385 | — | $6.32万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6.33万 | 0.04% | 463 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $6.37万 | 0.04% | 991 | -686 | -40.9% | -$4.41万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.48万 | 0.04% | 798 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $6.62万 | 0.04% | 2,317 | 348 | 17.7% | $9,935 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $6.76万 | 0.04% | 526 | 22 | 4.4% | $2,827 | 加仓 |
| PEP | PEPSICO INC | $6.77万 | 0.04% | 500 | -100 | -16.7% | -$1.35万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $6.91万 | 0.04% | 935 | 935 | — | $6.91万 | 新建仓 |
| SIL | GLOBAL X FDS | $7.03万 | 0.04% | 907 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $7.12万 | 0.04% | 479 | 160 | 50.2% | $2.38万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $7.13万 | 0.04% | 2,462 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $7.31万 | 0.04% | 1,431 | -4,723 | -76.7% | -$24.11万 | 减仓 |
| ALL | ALLSTATE CORP | $7.33万 | 0.04% | 308 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7.35万 | 0.04% | 163 | 44 | 37.0% | $1.98万 | 加仓 |
| QLYS | QUALYS INC | $7.40万 | 0.04% | 538 | 90 | 20.1% | $1.24万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $7.41万 | 0.04% | 279 | 43 | 18.2% | $1.14万 | 加仓 |
| FIVE | FIVE BELOW INC | $7.53万 | 0.04% | 419 | 35 | 9.1% | $6,293 | 加仓 |
| DHR | DANAHER CORP DEL | $7.62万 | 0.04% | 400 | -200 | -33.3% | -$3.81万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7.71万 | 0.04% | 1,897 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $7.77万 | 0.04% | 1,749 | 651 | 59.3% | $2.89万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $7.84万 | 0.04% | 1,252 | 1,252 | — | $7.84万 | 新建仓 |
| HUBB | HUBBELL INC | $8.11万 | 0.05% | 155 | -18 | -10.4% | -$9,418 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8.13万 | 0.05% | 697 | 71 | 11.3% | $8,284 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $8.25万 | 0.05% | 534 | 118 | 28.4% | $1.82万 | 加仓 |
| CSCO | CISCO SYS INC | $8.40万 | 0.05% | 715 | -400 | -35.9% | -$4.70万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $8.48万 | 0.05% | 580 | -90 | -13.4% | -$1.32万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $8.55万 | 0.05% | 2,668 | -757 | -22.1% | -$2.43万 | 减仓 |
| FOXA | FOX CORP | $8.58万 | 0.05% | 1,644 | 748 | 83.5% | $3.90万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $8.67万 | 0.05% | 1,632 | -1,499 | -47.9% | -$7.96万 | 减仓 |
| EXEL | EXELIXIS INC | $8.84万 | 0.05% | 1,624 | 348 | 27.3% | $1.89万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $8.91万 | 0.05% | 600 | 78 | 14.9% | $1.16万 | 加仓 |
| TLT | ISHARES TR | $8.93万 | 0.05% | 1,033 | 1,024 | 11,377.8% | $8.85万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $9.06万 | 0.05% | 171 | 23 | 15.5% | $1.22万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $9.08万 | 0.05% | 1,344 | 3 | 0.2% | $203 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9.08万 | 0.05% | 2,342 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $9.20万 | 0.05% | 2,292 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $9.31万 | 0.05% | 142 | -122 | -46.2% | -$8.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.35万 | 0.05% | 2,207 | -1,165 | -34.5% | -$4.93万 | 减仓 |
| VV | VANGUARD INDEX FDS | $9.35万 | 0.05% | 272 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $9.46万 | 0.05% | 576 | -97 | -14.4% | -$1.59万 | 减仓 |
| QQQI | NEOS ETF TRUST | $9.50万 | 0.05% | 1,673 | 1,673 | — | $9.50万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $9.63万 | 0.05% | 2,872 | 9 | 0.3% | $302 | 加仓 |
| RMD | RESMED INC | $9.76万 | 0.05% | 501 | 206 | 69.8% | $4.01万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $9.90万 | 0.06% | 118 | -59 | -33.3% | -$4.95万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $9.99万 | 0.06% | 517 | 517 | — | $9.99万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $10.26万 | 0.06% | 6,458 | -6,870 | -51.5% | -$10.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $10.29万 | 0.06% | 405 | -200 | -33.1% | -$5.08万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $10.36万 | 0.06% | 479 | 57 | 13.5% | $1.23万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $10.86万 | 0.06% | 841 | 149 | 21.5% | $1.92万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $10.88万 | 0.06% | 278 | 38 | 15.8% | $1.49万 | 加仓 |
| VLO | VALERO ENERGY CORP | $10.99万 | 0.06% | 422 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $11.33万 | 0.06% | 705 | 270 | 62.1% | $4.34万 | 加仓 |
| VB | VANGUARD INDEX FDS | $11.52万 | 0.06% | 380 | -459 | -54.7% | -$13.91万 | 减仓 |
| INTC | INTEL CORP | $11.71万 | 0.07% | 839 | 839 | — | $11.71万 | 新建仓 |
| ITT | ITT INC | $11.77万 | 0.07% | 595 | 165 | 38.4% | $3.26万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $12.01万 | 0.07% | 583 | 583 | — | $12.01万 | 新建仓 |
| DT | DYNATRACE INC | $12.03万 | 0.07% | 2,739 | 912 | 49.9% | $4.00万 | 加仓 |
| RL | RALPH LAUREN CORP | $12.20万 | 0.07% | 304 | 69 | 29.4% | $2.77万 | 加仓 |
| IJR | ISHARES TR | $12.22万 | 0.07% | 824 | -4 | -0.5% | -$593 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $12.55万 | 0.07% | 2,222 | -25,152 | -91.9% | -$142.06万 | 减仓 |
| ADSK | AUTODESK INC | $12.68万 | 0.07% | 652 | -10 | -1.5% | -$1,944 | 减仓 |
| FIX | COMFORT SYS USA INC | $12.68万 | 0.07% | 64 | -5 | -7.2% | -$9,910 | 减仓 |
| ETN | EATON CORP PLC | $12.78万 | 0.07% | 300 | -100 | -25.0% | -$4.26万 | 减仓 |
| ABNB | AIRBNB INC | $13.15万 | 0.07% | 919 | 919 | — | $13.15万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $13.63万 | 0.08% | 784 | 262 | 50.2% | $4.55万 | 加仓 |
| CB | CHUBB LIMITED | $13.63万 | 0.08% | 400 | 100 | 33.3% | $3.41万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $13.88万 | 0.08% | 2,764 | -100 | -3.5% | -$5,023 | 减仓 |
| ANET | ARISTA NETWORKS INC | $13.98万 | 0.08% | 823 | 116 | 16.4% | $1.97万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $14.35万 | 0.08% | 561 | 215 | 62.1% | $5.50万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $14.38万 | 0.08% | 104 | -25 | -19.4% | -$3.46万 | 减仓 |
| SPYI | NEOS ETF TRUST | $14.40万 | 0.08% | 2,713 | 185 | 7.3% | $9,822 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $14.47万 | 0.08% | 1,020 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $14.76万 | 0.08% | 1,832 | -148 | -7.5% | -$1.19万 | 减仓 |
| CMI | CUMMINS INC | $15.26万 | 0.09% | 214 | 88 | 69.8% | $6.28万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $15.58万 | 0.09% | 2,039 | 2,039 | — | $15.58万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $16.10万 | 0.09% | 3,903 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $16.62万 | 0.09% | 2,155 | -13 | -0.6% | -$1,002 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $17.40万 | 0.10% | 4,401 | -2,057 | -31.9% | -$8.13万 | 减仓 |
| GLW | CORNING INC | $18.19万 | 0.10% | 712 | 612 | 612.0% | $15.63万 | 加仓 |