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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,498.18万 | 10.36% | 20,005 | -75 | -0.4% | -$5.62万 | 减仓 |
| IWV | ISHARES TR | $1,183.58万 | 8.19% | 27,757 | -320 | -1.1% | -$13.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $841.42万 | 5.82% | 11,426 | 371 | 3.4% | $27.32万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $523.70万 | 3.62% | 253,362 | 3,394 | 1.4% | $7.02万 | 加仓 |
| IJR | ISHARES TR | $501.89万 | 3.47% | 33,841 | -311 | -0.9% | -$4.61万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $419.06万 | 2.90% | 17,710 | 623 | 3.6% | $14.74万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $409.50万 | 2.83% | 60,612 | -33 | -0.1% | -$2,229 | 减仓 |
| COWZ | PACER FDS TR | $396.43万 | 2.74% | 63,735 | 1,821 | 2.9% | $11.33万 | 加仓 |
| USRT | ISHARES TR | $350.21万 | 2.42% | 52,702 | -69 | -0.1% | -$4,585 | 减仓 |
| PFF | ISHARES TR | $290.56万 | 2.01% | 95,296 | 1,668 | 1.8% | $5.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $281.76万 | 1.95% | 33,644 | -370 | -1.1% | -$3.10万 | 减仓 |
| EXEL | EXELIXIS INC | $274.21万 | 1.90% | 50,397 | -6,400 | -11.3% | -$34.82万 | 减仓 |
| IWP | ISHARES TR | $251.93万 | 1.74% | 17,207 | 53 | 0.3% | $7,760 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $250.61万 | 1.73% | 5,008 | -1,040 | -17.2% | -$52.04万 | 减仓 |
| ARKK | ARK ETF TR | $245.15万 | 1.70% | 30,333 | 545 | 1.8% | $4.40万 | 加仓 |
| DGRO | ISHARES TR | $237.60万 | 1.64% | 31,350 | 703 | 2.3% | $5.33万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $229.26万 | 1.59% | 13,609 | 6,254 | 85.0% | $105.35万 | 加仓 |
| GLW | CORNING INC | $228.43万 | 1.58% | 8,943 | -145 | -1.6% | -$3.70万 | 减仓 |
| IWY | ISHARES TR | $221.25万 | 1.53% | 7,613 | -180 | -2.3% | -$5.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $178.68万 | 1.24% | 4,790 | 575 | 13.6% | $21.45万 | 加仓 |
| AAPL | APPLE INC | $174.68万 | 1.21% | 6,037 | 28 | 0.5% | $8,102 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.72万 | 1.19% | 8,632 | 227 | 2.7% | $4.54万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $172.13万 | 1.19% | 30,477 | 2,385 | 8.5% | $13.47万 | 加仓 |
| COWG | PACER FDS TR | $166.94万 | 1.15% | 41,583 | -400 | -1.0% | -$1.61万 | 减仓 |
| TMUS | T-MOBILE US INC | $163.34万 | 1.13% | 9,738 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $144.12万 | 1.00% | 5,125 | 130 | 2.6% | $3.66万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $136.77万 | 0.95% | 28,685 | 2,431 | 9.3% | $11.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $129.62万 | 0.90% | 4,276 | 240 | 5.9% | $7.28万 | 加仓 |
| CDXS | CODEXIS INC | $127.35万 | 0.88% | 563,478 | -8,000 | -1.4% | -$1.81万 | 减仓 |
| — | EXXON MOBIL CORP | $123.76万 | 0.86% | 9,052 | 5 | 0.1% | $684 | 加仓 |
| CSCO | CISCO SYS INC | $112.33万 | 0.78% | 9,563 | -39 | -0.4% | -$4,581 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $110.26万 | 0.76% | 138,871 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $108.63万 | 0.75% | 78,545 | 4,151 | 5.6% | $5.74万 | 加仓 |
| PAYX | PAYCHEX INC | $103.50万 | 0.72% | 10,526 | -285 | -2.6% | -$2.80万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $102.45万 | 0.71% | 22,522 | -250 | -1.1% | -$1.14万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $92.06万 | 0.64% | 41,174 | 4,575 | 12.5% | $10.23万 | 加仓 |
| ARKG | ARK ETF TR | $91.66万 | 0.63% | 21,793 | -320 | -1.4% | -$1.35万 | 减仓 |
| GLD | SPDR GOLD TR | $91.06万 | 0.63% | 2,472 | 50 | 2.1% | $1.84万 | 加仓 |
| — | UNITED BANCORP INC OHIO | $88.41万 | 0.61% | 55,675 | 12,500 | 29.0% | $19.85万 | 加仓 |
| AMZN | AMAZON COM INC | $82.47万 | 0.57% | 3,460 | 125 | 3.7% | $2.98万 | 加仓 |
| USMV | ISHARES TR | $77.53万 | 0.54% | 8,038 | 150 | 1.9% | $1.45万 | 加仓 |
| PFE | PFIZER INC | $73.54万 | 0.51% | 30,542 | 1 | 0.0% | $24 | 加仓 |
| DLN | WISDOMTREE TR | $68.24万 | 0.47% | 7,085 | -180 | -2.5% | -$1.73万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $62.84万 | 0.43% | 12,136 | 2 | 0.0% | $104 | 加仓 |
| GEV | GE VERNOVA INC | $61.21万 | 0.42% | 521 | -3 | -0.6% | -$3,525 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $60.82万 | 0.42% | 8,286 | 2,119 | 34.4% | $15.55万 | 加仓 |
| — | SIREN ETF TR | $60.17万 | 0.42% | 6,565 | -150 | -2.2% | -$1.37万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $55.92万 | 0.39% | 17,491 | -134 | -0.8% | -$4,284 | 重新持有 |
| TSLA | TESLA INC | $55.22万 | 0.38% | 1,313 | 43 | 3.4% | $1.81万 | 加仓 |
| GE | GE AEROSPACE | $54.86万 | 0.38% | 1,468 | -12 | -0.8% | -$4,485 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.30万 | 0.37% | 1,116 | -50 | -4.3% | -$2.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $53.10万 | 0.37% | 5,108 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $52.59万 | 0.36% | 53,606 | 14,234 | 36.2% | $13.96万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $50.80万 | 0.35% | 1,161 | 1,161 | — | $50.80万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $49.97万 | 0.35% | 1,968 | 1 | 0.1% | $254 | 加仓 |
| INTC | INTEL CORP | $49.60万 | 0.34% | 3,552 | 3,552 | — | $49.60万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $48.90万 | 0.34% | 34,318 | 6,648 | 24.0% | $9.47万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $48.71万 | 0.34% | 18,968 | -25 | -0.1% | -$642 | 减仓 |
| MRK | MERCK & CO INC | $43.97万 | 0.30% | 3,422 | -85 | -2.4% | -$1.09万 | 减仓 |
| ICF | ISHARES TR | $43.28万 | 0.30% | 6,400 | 150 | 2.4% | $1.01万 | 加仓 |
| ABBV | ABBVIE INC | $41.87万 | 0.29% | 1,664 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.97万 | 0.28% | 6,864 | -35 | -0.5% | -$2,089 | 减仓 |
| SPTM | SPDR SERIES TRUST | $40.87万 | 0.28% | 4,502 | -77 | -1.7% | -$6,991 | 减仓 |
| AVGO | BROADCOM INC | $38.42万 | 0.27% | 1,017 | -265 | -20.7% | -$10.01万 | 减仓 |
| QCOM | QUALCOMM INC | $38.20万 | 0.26% | 2,067 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $37.81万 | 0.26% | 1,044 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $37.57万 | 0.26% | 25,836 | 27 | 0.1% | $393 | 加仓 |
| — | EATON VANCE SHORT DURATION D | $37.31万 | 0.26% | 34,607 | 6,924 | 25.0% | $7.46万 | 加仓 |
| MPC | MARATHON PETE CORP | $37.01万 | 0.26% | 1,448 | -20 | -1.4% | -$5,112 | 减仓 |
| PSX | PHILLIPS 66 | $35.55万 | 0.25% | 2,103 | -7 | -0.3% | -$1,183 | 减仓 |
| SPYG | SPDR SERIES TRUST | $35.39万 | 0.24% | 2,974 | -80 | -2.6% | -$9,519 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.26万 | 0.24% | 6,119 | -165 | -2.6% | -$9,507 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.63万 | 0.24% | 300 | 300 | — | $34.63万 | 新建仓 |
| KO | COCA COLA CO | $34.38万 | 0.24% | 4,231 | 152 | 3.7% | $1.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.87万 | 0.23% | 583 | 583 | — | $33.87万 | 新建仓 |
| WMT | WALMART INC | $33.65万 | 0.23% | 2,971 | 50 | 1.7% | $5,663 | 加仓 |
| QUAL | ISHARES TR | $33.64万 | 0.23% | 1,533 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $33.50万 | 0.23% | 5,750 | 300 | 5.5% | $1.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.39万 | 0.23% | 486 | 136 | 38.9% | $9.34万 | 重新持有 |
| KEY | KEYCORP | $32.61万 | 0.23% | 14,146 | 400 | 2.9% | $9,220 | 加仓 |
| ANGL | VANECK ETF TRUST | $32.38万 | 0.22% | 11,074 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.20万 | 0.22% | 422 | 422 | — | $32.20万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $32.16万 | 0.22% | 30,200 | 1,405 | 4.9% | $1.50万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $30.95万 | 0.21% | 2,040 | -75 | -3.5% | -$1.14万 | 减仓 |
| CAT | CATERPILLAR INC | $30.88万 | 0.21% | 290 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $30.61万 | 0.21% | 12,341 | 12,341 | — | $30.61万 | 新建仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $30.43万 | 0.21% | 39,418 | 9,602 | 32.2% | $7.41万 | 加仓 |
| HD | HOME DEPOT INC | $28.95万 | 0.20% | 821 | 11 | 1.4% | $3,879 | 加仓 |
| JNK | SPDR SERIES TRUST | $28.73万 | 0.20% | 2,981 | -151 | -4.8% | -$1.46万 | 减仓 |
| GOOG | ALPHABET INC | $28.51万 | 0.20% | 807 | 51 | 6.7% | $1.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.43万 | 0.20% | 1,492 | 100 | 7.2% | $1.91万 | 重新持有 |
| GOOGL | ALPHABET INC | $27.84万 | 0.19% | 779 | -24 | -3.0% | -$8,577 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $27.32万 | 0.19% | 12,500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.83万 | 0.19% | 3,729 | 50 | 1.4% | $3,598 | 加仓 |
| NVS | NOVARTIS AG | $26.34万 | 0.18% | 1,681 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.28万 | 0.18% | 2,540 | 2,540 | — | $26.28万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $25.89万 | 0.18% | 11,943 | -220 | -1.8% | -$4,770 | 减仓 |
| MET | METLIFE INC | $25.86万 | 0.18% | 3,056 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $25.53万 | 0.18% | 5,700 | 0 | 0.0% | — | 不变 |