Navigoe, LLC
REDONDO BEACH CA · SEC CIK 0002056100
$1.91亿2026Q2 申报市值
1,224持仓数
65.6%前十大占比 · 第一大 10.8%
980 / 11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
DUSB 加仓+$78.03万
DFAU 加仓+$75.89万
AVSF 加仓+$56.16万
DIHP 加仓+$45.00万
IVV 加仓+$36.09万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$16.44万
MU 重新持有-$12.11万
DFIV 减仓-$11.81万
DFSE 减仓-$5.44万
DIMENSIONAL ETF 减仓-$5.27万
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 |
|---|---|---|---|---|---|---|---|---|
| DTM | DT MIDSTREAM INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| NTAP | NETAPP INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $1,000 | 0.00% | 22 | 22 | — | $1,000 | 新建仓 |
| SNA | SNAP ON INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| ARW | ARROW ELECTRS INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $1,000 | 0.00% | 21 | 21 | — | $1,000 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1,000 | 0.00% | 13 | 13 | — | $1,000 | 新建仓 |
| NRG | NRG ENERGY INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| SANM | SANMINA CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,000 | 0.00% | 13 | 13 | — | $1,000 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| WM | WASTE MGMT INC DEL | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| DE | DEERE & CO | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| GWW | WW GRAINGER INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1,000 | 0.00% | 17 | 17 | — | $1,000 | 新建仓 |
| TRGP | TARGA RES CORP | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| OKTA | OKTA INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| APH | AMPHENOL CORP | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| WAT | WATERS CORP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1,000 | 0.00% | 23 | 23 | — | $1,000 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1,000 | 0.00% | 5 | -30 | -85.7% | -$6,000 | 重新持有 |
| HAL | HALLIBURTON CO | $1,000 | 0.00% | 32 | 32 | — | $1,000 | 新建仓 |
| EG | EVEREST GROUP LTD | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| CPAY | CORPAY INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| PCAR | PACCAR INC | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| ALL | ALLSTATE CORP | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| PKG | PACKAGING CORP AMER | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| PPG | PPG INDS INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| SN | SHARKNINJA INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| AME | AMETEK INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| MUSA | MURPHY USA INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| MKSI | MKS INC. | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| EME | EMCOR GROUP INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| STT | STATE STR CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,000 | 0.00% | 39 | 39 | — | $1,000 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1,000 | 0.00% | 7 | -79 | -91.9% | -$1.13万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| GL | GLOBE LIFE INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,000 | 0.00% | 60 | 60 | — | $1,000 | 新建仓 |
| WRB | BERKLEY W R CORP | $1,000 | 0.00% | 15 | 15 | — | $1,000 | 新建仓 |
| EMR | EMERSON ELEC CO | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,000 | 0.00% | 23 | 23 | — | $1,000 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| MKL | MARKEL GROUP INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| SYY | SYSCO CORP | $1,000 | 0.00% | 20 | 20 | — | $1,000 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $1,000 | 0.00% | 28 | 28 | — | $1,000 | 新建仓 |
| XPO | XPO INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.00% | 25 | 25 | — | $1,000 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| NUE | NUCOR CORP | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| CI | THE CIGNA GROUP | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| L | LOEWS CORP | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| WCC | WESCO INTL INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| MCO | MOODYS CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| AFL | AFLAC INC | $1,000 | 0.00% | 12 | 12 | — | $1,000 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $2,000 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $2,000 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $2,000 | 0.00% | 34 | 2 | 6.2% | $118 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,000 | 0.00% | 11 | 1 | 10.0% | $182 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $2,000 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $2,000 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $2,000 | 0.00% | 30 | 3 | 11.1% | $200 | 加仓 |
| GNTX | GENTEX CORP | $2,000 | 0.00% | 106 | 16 | 17.8% | $302 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,000 | 0.00% | 86 | 45 | 109.8% | $1,047 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,000 | 0.00% | 2 | 1 | 100.0% | $1,000 | 加仓 |