13F 机构持仓

Reyes Financial Architecture, Inc.

SAN DIEGO CA · SEC CIK 0002047201

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.79亿2026Q2
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

BUFR 11.8%
BIL 7.4%
USFR 6.1%
IBB 5.6%
XLI 5.4%
QQQ 5.0%
RSP 5.0%
DIA 4.9%
SPY 4.7%
THOR FINL TECH 4.7%

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
IJR ISHARES TR $12.22万0.07%824 -4-0.5% -$593 减仓
RL RALPH LAUREN CORP $12.20万0.07%304 6929.4% $2.77万 加仓
DT DYNATRACE INC $12.03万0.07%2,739 91249.9% $4.00万 加仓
DRI DARDEN RESTAURANTS INC $12.01万0.07%583 583— $12.01万 新建仓
ITT ITT INC $11.77万0.07%595 16538.4% $3.26万 加仓
INTC INTEL CORP $11.71万0.07%839 839— $11.71万 新建仓
VB VANGUARD INDEX FDS $11.52万0.06%380 -459-54.7% -$13.91万 减仓
WTFC WINTRUST FINL CORP $11.33万0.06%705 27062.1% $4.34万 加仓
VLO VALERO ENERGY CORP $10.99万0.06%422 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $10.88万0.06%278 3815.8% $1.49万 加仓
EWBC EAST WEST BANCORP INC $10.86万0.06%841 14921.5% $1.92万 加仓
FCFS FIRSTCASH HOLDINGS INC $10.36万0.06%479 5713.5% $1.23万 加仓
JNJ JOHNSON & JOHNSON $10.29万0.06%405 -200-33.1% -$5.08万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $10.26万0.06%6,458 -6,870-51.5% -$10.91万 减仓
TXRH TEXAS ROADHOUSE INC $9.99万0.06%517 517— $9.99万 新建仓
STRL STERLING INFRASTRUCTURE INC $9.90万0.06%118 -59-33.3% -$4.95万 减仓
RMD RESMED INC $9.76万0.05%501 20669.8% $4.01万 加仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $9.63万0.05%2,872 90.3% $302 加仓
QQQI NEOS ETF TRUST $9.50万0.05%1,673 1,673— $9.50万 新建仓
ITOT ISHARES TR $9.46万0.05%576 -97-14.4% -$1.59万 减仓
VV VANGUARD INDEX FDS $9.35万0.05%272 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $9.35万0.05%2,207 -1,165-34.5% -$4.93万 减仓
SMH VANECK ETF TRUST $9.31万0.05%142 -122-46.2% -$8.00万 减仓
DISV DIMENSIONAL ETF TRUST $9.20万0.05%2,292 00.0% — 不变
— DIMENSIONAL ETF TRUST $9.08万0.05%2,342 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $9.08万0.05%1,344 30.2% $203 加仓
MEDP MEDPACE HLDGS INC $9.06万0.05%171 2315.5% $1.22万 加仓
TLT ISHARES TR $8.93万0.05%1,033 1,02411,377.8% $8.85万 加仓
CRUS CIRRUS LOGIC INC $8.91万0.05%600 7814.9% $1.16万 加仓
EXEL EXELIXIS INC $8.84万0.05%1,624 34827.3% $1.89万 加仓
XLE SELECT SECTOR SPDR TR $8.67万0.05%1,632 -1,499-47.9% -$7.96万 减仓
FOXA FOX CORP $8.58万0.05%1,644 74883.5% $3.90万 加仓
COLB COLUMBIA BKG SYS INC $8.55万0.05%2,668 -757-22.1% -$2.43万 减仓
COIN COINBASE GLOBAL INC $8.48万0.05%580 -90-13.4% -$1.32万 减仓
CSCO CISCO SYS INC $8.40万0.05%715 -400-35.9% -$4.70万 减仓
CFR CULLEN FROST BANKERS INC $8.25万0.05%534 11828.4% $1.82万 加仓
PLTR PALANTIR TECHNOLOGIES INC $8.13万0.05%697 7111.3% $8,284 加仓
HUBB HUBBELL INC $8.11万0.05%155 -18-10.4% -$9,418 减仓
BLOK AMPLIFY ETF TR $7.84万0.04%1,252 1,252— $7.84万 新建仓
DOCU DOCUSIGN INC $7.77万0.04%1,749 65159.3% $2.89万 加仓
DFEM DIMENSIONAL ETF TRUST $7.71万0.04%1,897 00.0% — 不变
DHR DANAHER CORP DEL $7.62万0.04%400 -200-33.3% -$3.81万 减仓
FIVE FIVE BELOW INC $7.53万0.04%419 359.1% $6,293 加仓
LECO LINCOLN ELEC HLDGS INC $7.41万0.04%279 4318.2% $1.14万 加仓
QLYS QUALYS INC $7.40万0.04%538 9020.1% $1.24万 加仓
ULTA ULTA BEAUTY INC $7.35万0.04%163 4437.0% $1.98万 加仓
ALL ALLSTATE CORP $7.33万0.04%308 00.0% — 不变
FLOT ISHARES TR $7.31万0.04%1,431 -4,723-76.7% -$24.11万 减仓
DFGR DIMENSIONAL ETF TRUST $7.13万0.04%2,462 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $7.12万0.04%479 16050.2% $2.38万 加仓
SIL GLOBAL X FDS $7.03万0.04%907 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $6.91万0.04%935 935— $6.91万 新建仓
PEP PEPSICO INC $6.77万0.04%500 -100-16.7% -$1.35万 减仓
FSS FEDERAL SIGNAL CORP $6.76万0.04%526 224.4% $2,827 加仓
HOMB HOME BANCSHARES INC $6.62万0.04%2,317 34817.7% $9,935 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $6.48万0.04%798 00.0% — 不变
MAGS LISTED FDS TR $6.37万0.04%991 -686-40.9% -$4.41万 减仓
AEP AMERICAN ELEC PWR CO INC $6.33万0.04%463 00.0% — 不变
BOOT BOOT BARN HLDGS INC $6.32万0.04%385 385— $6.32万 新建仓
WFC WELLS FARGO & CO $6.31万0.04%763 00.0% — 不变
IWM ISHARES TR $6.22万0.03%207 207— $6.22万 新建仓
PODD INSULET CORP $6.17万0.03%405 13348.9% $2.02万 加仓
AX AXOS FINANCIAL INC $6.15万0.03%631 396.6% $3,798 加仓
EAT BRINKER INTL INC $5.90万0.03%351 5016.6% $8,400 加仓
AN AUTONATION INC $5.85万0.03%315 -23-6.8% -$4,273 减仓
JCI JOHNSON CONTROLS INTERNATION $5.84万0.03%400 -100-20.0% -$1.46万 减仓
EXC EXELON CORP $5.83万0.03%1,250 -400-24.2% -$1.86万 减仓
URBN URBAN OUTFITTERS INC $5.79万0.03%817 7410.0% $5,244 加仓
IEFA ISHARES TR $5.49万0.03%568 00.0% — 不变
ABBV ABBVIE INC $5.39万0.03%214 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $5.27万0.03%1,216 1,216— $5.27万 新建仓
IDCC INTERDIGITAL INC $5.27万0.03%186 2817.7% $7,928 加仓
XTRE BONDBLOXX ETF TRUST $5.24万0.03%1,068 -588-35.5% -$2.88万 减仓
THC TENET HEALTHCARE CORP $5.18万0.03%277 -52-15.8% -$9,728 减仓
FDXF FEDEX FGHT HLDG CO INC $5.13万0.03%340 340— $5.13万 新建仓
OSK OSHKOSH CORP $5.05万0.03%329 6625.1% $1.01万 加仓
XLK SELECT SECTOR SPDR TR $4.99万0.03%262 00.0% — 不变
ARM ARM HOLDINGS PLC $4.82万0.03%136 00.0% — 不变
QBTS D-WAVE QUANTUM INC $4.80万0.03%2,000 00.0% — 不变
APPF APPFOLIO INC $4.76万0.03%297 4618.3% $7,376 加仓
ITW ILLINOIS TOOL WKS INC $4.71万0.03%174 -45-20.5% -$1.22万 减仓
SPAB SPDR SERIES TRUST $4.64万0.03%1,819 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $4.55万0.03%183 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $4.52万0.03%735 -1,572-68.1% -$9.66万 减仓
PG PROCTER & GAMBLE CO $4.48万0.03%306 00.0% — 不变
IGLD FIRST TR EXCHANGE-TRADED FD $4.46万0.03%2,120 2,120— $4.46万 新建仓
AGGY WISDOMTREE TR $4.46万0.02%1,025 -229-18.3% -$9,957 减仓
WTM WHITE MTNS INS GROUP LTD $4.15万0.02%20 00.0% — 不变
HOOD ROBINHOOD MKTS INC $4.07万0.02%406 -722-64.0% -$7.24万 减仓
PM PHILIP MORRIS INTL INC $3.73万0.02%206 00.0% — 不变
KRYS KRYSTAL BIOTECH INC $3.72万0.02%100 00.0% — 不变
IEMG ISHARES INC $3.69万0.02%445 -34-7.1% -$2,817 减仓
QUAL ISHARES TR $3.58万0.02%163 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $3.37万0.02%36 -37-50.7% -$3.46万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $3.26万0.02%402 00.0% — 不变
FEOE RBB FUND TRUST $3.25万0.02%609 00.0% — 不变
IWD ISHARES TR $2.93万0.02%121 00.0% — 不变
KMI KINDER MORGAN INC DEL $2.88万0.02%900 -400-30.8% -$1.28万 减仓
SO SOUTHERN CO $2.82万0.02%295 -59-16.7% -$5,647 减仓
GIS GENERAL MILLS INC $2.78万0.02%800 00.0% — 不变