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 |
|---|---|---|---|---|---|---|---|---|
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -163,165 | -100.0% | -$80.11万 | 清仓 |
| — | EL PASO ENERGY CAP TR I | $0 | 0.00% | 0 | -17,491 | -100.0% | -$57.92万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$22.08万 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -27,500 | -100.0% | -$11.16万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| RCAT | RED CAT HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.33万 | 清仓 |
| — | DIGIMARC CORP NEW 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$225 | 清仓 |
| — | CARDIFF ONCOLOGY INC | $2.93万 | 0.02% | 22,515 | 0 | 0.0% | — | 不变 |
| — | AGENUS INC | $3.90万 | 0.03% | 12,750 | 0 | 0.0% | — | 不变 |
| QTRX | QUANTERIX CORP | $5.40万 | 0.04% | 12,500 | 0 | 0.0% | — | 不变 |
| RERE | ATRENEW INC | $5.42万 | 0.04% | 14,000 | 2,000 | 16.7% | $7,740 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $7.48万 | 0.05% | 10,485 | 10,485 | — | $7.48万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $9.40万 | 0.06% | 31,325 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $11.08万 | 0.08% | 14,065 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $12.19万 | 0.08% | 14,998 | 14,998 | — | $12.19万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $12.75万 | 0.09% | 11,275 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $13.94万 | 0.10% | 12,500 | 12,500 | — | $13.94万 | 新建仓 |
| F | FORD MTR CO | $14.12万 | 0.10% | 10,161 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $18.19万 | 0.13% | 16,689 | 16,689 | — | $18.19万 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $20.24万 | 0.14% | 1,350 | 1,350 | — | $20.24万 | 新建仓 |
| CALF | PACER FDS TR | $20.37万 | 0.14% | 4,025 | 4,025 | — | $20.37万 | 新建仓 |
| PPL | PPL CORP | $20.40万 | 0.14% | 5,612 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $20.46万 | 0.14% | 5,025 | 5,025 | — | $20.46万 | 新建仓 |
| NEM | NEWMONT CORP | $20.47万 | 0.14% | 2,192 | 250 | 12.9% | $2.34万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $20.77万 | 0.14% | 1,571 | -610 | -28.0% | -$8.07万 | 重新持有 |
| — | GUINNESS ATKINSON FDS | $20.82万 | 0.14% | 6,350 | -675 | -9.6% | -$2.21万 | 减仓 |
| LLY | ELI LILLY & CO | $21.02万 | 0.15% | 175 | -29 | -14.2% | -$3.48万 | 重新持有 |
| PBT | PERMIAN BASIN RTY TR | $21.04万 | 0.15% | 8,402 | 8,402 | — | $21.04万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.04万 | 0.15% | 2,186 | 2,186 | — | $21.04万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $21.24万 | 0.15% | 1,858 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $21.49万 | 0.15% | 1,625 | 1,625 | — | $21.49万 | 新建仓 |
| CPNG | COUPANG INC | $21.63万 | 0.15% | 12,450 | 12,450 | — | $21.63万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $21.72万 | 0.15% | 10,033 | -430 | -4.1% | -$9,309 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.10万 | 0.15% | 5,219 | 610 | 13.2% | $2.58万 | 加仓 |
| DVY | ISHARES TR | $23.44万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $23.49万 | 0.16% | 4,422 | 3 | 0.1% | $159 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.76万 | 0.16% | 978 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $23.94万 | 0.17% | 715 | -415 | -36.7% | -$13.90万 | 减仓 |
| SM | SM ENERGY COMPANY | $24.01万 | 0.17% | 9,200 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $24.10万 | 0.17% | 15,900 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $24.48万 | 0.17% | 5,400 | -300 | -5.3% | -$1.36万 | 减仓 |
| EZM | WISDOMTREE TR | $24.55万 | 0.17% | 3,240 | -100 | -3.0% | -$7,578 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $25.20万 | 0.17% | 43,000 | 0 | 0.0% | — | 不变 |
| VOLT | TEMA ETF TRUST | $25.34万 | 0.18% | 6,050 | 6,050 | — | $25.34万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $25.35万 | 0.18% | 9,921 | 9,921 | — | $25.35万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $25.53万 | 0.18% | 5,700 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $25.86万 | 0.18% | 3,056 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $25.89万 | 0.18% | 11,943 | -220 | -1.8% | -$4,770 | 减仓 |
| CVS | CVS HEALTH CORP | $26.28万 | 0.18% | 2,540 | 2,540 | — | $26.28万 | 新建仓 |
| NVS | NOVARTIS AG | $26.34万 | 0.18% | 1,681 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.83万 | 0.19% | 3,729 | 50 | 1.4% | $3,598 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $27.32万 | 0.19% | 12,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.84万 | 0.19% | 779 | -24 | -3.0% | -$8,577 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.43万 | 0.20% | 1,492 | 100 | 7.2% | $1.91万 | 重新持有 |
| GOOG | ALPHABET INC | $28.51万 | 0.20% | 807 | 51 | 6.7% | $1.80万 | 加仓 |
| JNK | SPDR SERIES TRUST | $28.73万 | 0.20% | 2,981 | -151 | -4.8% | -$1.46万 | 减仓 |
| HD | HOME DEPOT INC | $28.95万 | 0.20% | 821 | 11 | 1.4% | $3,879 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $30.43万 | 0.21% | 39,418 | 9,602 | 32.2% | $7.41万 | 加仓 |
| — | TIDAL TRUST III | $30.61万 | 0.21% | 12,341 | 12,341 | — | $30.61万 | 新建仓 |
| CAT | CATERPILLAR INC | $30.88万 | 0.21% | 290 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $30.95万 | 0.21% | 2,040 | -75 | -3.5% | -$1.14万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $32.16万 | 0.22% | 30,200 | 1,405 | 4.9% | $1.50万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.20万 | 0.22% | 422 | 422 | — | $32.20万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $32.38万 | 0.22% | 11,074 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $32.61万 | 0.23% | 14,146 | 400 | 2.9% | $9,220 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.39万 | 0.23% | 486 | 136 | 38.9% | $9.34万 | 重新持有 |
| PTLC | PACER FDS TR | $33.50万 | 0.23% | 5,750 | 300 | 5.5% | $1.75万 | 加仓 |
| QUAL | ISHARES TR | $33.64万 | 0.23% | 1,533 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.65万 | 0.23% | 2,971 | 50 | 1.7% | $5,663 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.87万 | 0.23% | 583 | 583 | — | $33.87万 | 新建仓 |
| KO | COCA COLA CO | $34.38万 | 0.24% | 4,231 | 152 | 3.7% | $1.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.63万 | 0.24% | 300 | 300 | — | $34.63万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.26万 | 0.24% | 6,119 | -165 | -2.6% | -$9,507 | 减仓 |
| SPYG | SPDR SERIES TRUST | $35.39万 | 0.24% | 2,974 | -80 | -2.6% | -$9,519 | 减仓 |
| PSX | PHILLIPS 66 | $35.55万 | 0.25% | 2,103 | -7 | -0.3% | -$1,183 | 减仓 |
| MPC | MARATHON PETE CORP | $37.01万 | 0.26% | 1,448 | -20 | -1.4% | -$5,112 | 减仓 |
| — | EATON VANCE SHORT DURATION D | $37.31万 | 0.26% | 34,607 | 6,924 | 25.0% | $7.46万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $37.57万 | 0.26% | 25,836 | 27 | 0.1% | $393 | 加仓 |
| AMGN | AMGEN INC | $37.81万 | 0.26% | 1,044 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $38.20万 | 0.26% | 2,067 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $38.42万 | 0.27% | 1,017 | -265 | -20.7% | -$10.01万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $40.87万 | 0.28% | 4,502 | -77 | -1.7% | -$6,991 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.97万 | 0.28% | 6,864 | -35 | -0.5% | -$2,089 | 减仓 |
| ABBV | ABBVIE INC | $41.87万 | 0.29% | 1,664 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $43.28万 | 0.30% | 6,400 | 150 | 2.4% | $1.01万 | 加仓 |
| MRK | MERCK & CO INC | $43.97万 | 0.30% | 3,422 | -85 | -2.4% | -$1.09万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $48.71万 | 0.34% | 18,968 | -25 | -0.1% | -$642 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $48.90万 | 0.34% | 34,318 | 6,648 | 24.0% | $9.47万 | 加仓 |
| INTC | INTEL CORP | $49.60万 | 0.34% | 3,552 | 3,552 | — | $49.60万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $49.97万 | 0.35% | 1,968 | 1 | 0.1% | $254 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $50.80万 | 0.35% | 1,161 | 1,161 | — | $50.80万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $52.59万 | 0.36% | 53,606 | 14,234 | 36.2% | $13.96万 | 加仓 |
| COP | CONOCOPHILLIPS | $53.10万 | 0.37% | 5,108 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.30万 | 0.37% | 1,116 | -50 | -4.3% | -$2.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.81万 | 0.38% | 734 | 242 | 49.2% | $18.07万 | 加仓 |
| GE | GE AEROSPACE | $54.86万 | 0.38% | 1,468 | -12 | -0.8% | -$4,485 | 减仓 |
| TSLA | TESLA INC | $55.22万 | 0.38% | 1,313 | 43 | 3.4% | $1.81万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $55.92万 | 0.39% | 17,491 | -134 | -0.8% | -$4,284 | 重新持有 |
| — | SIREN ETF TR | $60.17万 | 0.42% | 6,565 | -150 | -2.2% | -$1.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $60.82万 | 0.42% | 8,286 | 2,119 | 34.4% | $15.55万 | 加仓 |