Post Resch Tallon Group Inc.
PITTSFORD NY · SEC CIK 0002054476
$1.45亿2026Q2 申报市值
138持仓数
44.4%前十大占比 · 第一大 10.4%
20 / 7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
PWB 加仓+$105.35万
TPL 新建仓+$50.80万
INTC 新建仓+$49.60万
MU 新建仓+$34.63万
AMD 新建仓+$33.87万
2026Q2 卖出最多 按季末市值估算
DIGIMARC CORP NE 清仓-$80.11万
EL PASO ENERGY C 清仓-$57.92万
BRK/B 减仓-$52.04万
EXEL 减仓-$34.82万
PLTR 清仓-$22.08万
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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $61.21万 | 0.42% | 521 | -3 | -0.6% | -$3,525 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $62.84万 | 0.43% | 12,136 | 2 | 0.0% | $104 | 加仓 |
| DLN | WISDOMTREE TR | $68.24万 | 0.47% | 7,085 | -180 | -2.5% | -$1.73万 | 减仓 |
| PFE | PFIZER INC | $73.54万 | 0.51% | 30,542 | 1 | 0.0% | $24 | 加仓 |
| USMV | ISHARES TR | $77.53万 | 0.54% | 8,038 | 150 | 1.9% | $1.45万 | 加仓 |
| AMZN | AMAZON COM INC | $82.47万 | 0.57% | 3,460 | 125 | 3.7% | $2.98万 | 加仓 |
| — | UNITED BANCORP INC OHIO | $88.41万 | 0.61% | 55,675 | 12,500 | 29.0% | $19.85万 | 加仓 |
| GLD | SPDR GOLD TR | $91.06万 | 0.63% | 2,472 | 50 | 2.1% | $1.84万 | 加仓 |
| ARKG | ARK ETF TR | $91.66万 | 0.63% | 21,793 | -320 | -1.4% | -$1.35万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $92.06万 | 0.64% | 41,174 | 4,575 | 12.5% | $10.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $102.45万 | 0.71% | 22,522 | -250 | -1.1% | -$1.14万 | 减仓 |
| PAYX | PAYCHEX INC | $103.50万 | 0.72% | 10,526 | -285 | -2.6% | -$2.80万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $108.63万 | 0.75% | 78,545 | 4,151 | 5.6% | $5.74万 | 加仓 |
| ASUR | ASURE SOFTWARE INC | $110.26万 | 0.76% | 138,871 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $112.33万 | 0.78% | 9,563 | -39 | -0.4% | -$4,581 | 减仓 |
| — | EXXON MOBIL CORP | $123.76万 | 0.86% | 9,052 | 5 | 0.1% | $684 | 加仓 |
| CDXS | CODEXIS INC | $127.35万 | 0.88% | 563,478 | -8,000 | -1.4% | -$1.81万 | 减仓 |
| VB | VANGUARD INDEX FDS | $129.62万 | 0.90% | 4,276 | 240 | 5.9% | $7.28万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $136.77万 | 0.95% | 28,685 | 2,431 | 9.3% | $11.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $144.12万 | 1.00% | 5,125 | 130 | 2.6% | $3.66万 | 加仓 |
| TMUS | T-MOBILE US INC | $163.34万 | 1.13% | 9,738 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $166.94万 | 1.15% | 41,583 | -400 | -1.0% | -$1.61万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $172.13万 | 1.19% | 30,477 | 2,385 | 8.5% | $13.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.72万 | 1.19% | 8,632 | 227 | 2.7% | $4.54万 | 加仓 |
| AAPL | APPLE INC | $174.68万 | 1.21% | 6,037 | 28 | 0.5% | $8,102 | 加仓 |
| MSFT | MICROSOFT CORP | $178.68万 | 1.24% | 4,790 | 575 | 13.6% | $21.45万 | 加仓 |
| IWY | ISHARES TR | $221.25万 | 1.53% | 7,613 | -180 | -2.3% | -$5.23万 | 减仓 |
| GLW | CORNING INC | $228.43万 | 1.58% | 8,943 | -145 | -1.6% | -$3.70万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $229.26万 | 1.59% | 13,609 | 6,254 | 85.0% | $105.35万 | 加仓 |
| DGRO | ISHARES TR | $237.60万 | 1.64% | 31,350 | 703 | 2.3% | $5.33万 | 加仓 |
| ARKK | ARK ETF TR | $245.15万 | 1.70% | 30,333 | 545 | 1.8% | $4.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $250.61万 | 1.73% | 5,008 | -1,040 | -17.2% | -$52.04万 | 减仓 |
| IWP | ISHARES TR | $251.93万 | 1.74% | 17,207 | 53 | 0.3% | $7,760 | 加仓 |
| EXEL | EXELIXIS INC | $274.21万 | 1.90% | 50,397 | -6,400 | -11.3% | -$34.82万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $281.76万 | 1.95% | 33,644 | -370 | -1.1% | -$3.10万 | 减仓 |
| PFF | ISHARES TR | $290.56万 | 2.01% | 95,296 | 1,668 | 1.8% | $5.09万 | 加仓 |
| USRT | ISHARES TR | $350.21万 | 2.42% | 52,702 | -69 | -0.1% | -$4,585 | 减仓 |
| COWZ | PACER FDS TR | $396.43万 | 2.74% | 63,735 | 1,821 | 2.9% | $11.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $409.50万 | 2.83% | 60,612 | -33 | -0.1% | -$2,229 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $419.06万 | 2.90% | 17,710 | 623 | 3.6% | $14.74万 | 加仓 |
| IJR | ISHARES TR | $501.89万 | 3.47% | 33,841 | -311 | -0.9% | -$4.61万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $523.70万 | 3.62% | 253,362 | 3,394 | 1.4% | $7.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $841.42万 | 5.82% | 11,426 | 371 | 3.4% | $27.32万 | 加仓 |
| IWV | ISHARES TR | $1,183.58万 | 8.19% | 27,757 | -320 | -1.1% | -$13.64万 | 减仓 |
| IVV | ISHARES TR | $1,498.18万 | 10.36% | 20,005 | -75 | -0.4% | -$5.62万 | 减仓 |