Holcombe Financial, Inc.
ATLANTA GA · SEC CIK 0002056177
$1.77亿2026Q2 申报市值
51持仓数
75.1%前十大占比 · 第一大 14.0%
4 / 3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
CAT 新建仓+$44.94万
DBND 加仓+$39.11万
LLY 新建仓+$37.06万
ONT 加仓+$31.47万
INTC 新建仓+$31.05万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$41.52万
COST 清仓-$24.79万
IBIT 清仓-$20.32万
HERITAGE COMM CO 清仓-$15.72万
DCRE 减仓-$13.25万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,485.49万 | 14.03% | 85,896 | -1,435 | -1.6% | -$41.52万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,475.70万 | 13.98% | 1,025,561 | -4,027 | -0.4% | -$9.72万 | 减仓 |
| — | LISTED FDS TR | $1,482.84万 | 8.37% | 354,916 | 4,056 | 1.2% | $16.95万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,248.23万 | 7.05% | 506,177 | -5,248 | -1.0% | -$12.94万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $1,224.27万 | 6.91% | 268,537 | 8,578 | 3.3% | $39.11万 | 加仓 |
| — | LISTED FDS TR | $1,166.30万 | 6.58% | 534,387 | 7,921 | 1.5% | $17.29万 | 加仓 |
| STIP | ISHARES TR | $1,166.03万 | 6.58% | 114,138 | -1,020 | -0.9% | -$10.42万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $770.48万 | 4.35% | 86,377 | -262 | -0.3% | -$2.34万 | 减仓 |
| IQDF | FLEXSHARES TR | $664.77万 | 3.75% | 192,353 | 8,064 | 4.4% | $27.87万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $621.84万 | 3.51% | 48,551 | 2,119 | 4.6% | $27.14万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $613.26万 | 3.46% | 118,379 | -2,558 | -2.1% | -$13.25万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $430.30万 | 2.43% | 99,238 | -313 | -0.3% | -$1.36万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $379.23万 | 2.14% | 30,396 | 1,225 | 4.2% | $15.28万 | 加仓 |
| — | SPROTT FDS TR | $263.47万 | 1.49% | 52,494 | 2,496 | 5.0% | $12.53万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $236.81万 | 1.34% | 22,980 | 659 | 3.0% | $6.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 1.27% | 3 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $160.56万 | 0.91% | 14,176 | -152 | -1.1% | -$1.72万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $152.69万 | 0.86% | 108,058 | 3,238 | 3.1% | $4.58万 | 加仓 |
| — | EXXON MOBIL CORP | $139.37万 | 0.79% | 10,194 | 0 | 0.0% | — | 不变 |
| ONT | ONTERRIS INC | $127.77万 | 0.72% | 63,221 | 15,570 | 32.7% | $31.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $111.55万 | 0.63% | 3,408 | 261 | 8.3% | $8.54万 | 加仓 |
| GOOG | ALPHABET INC | $101.83万 | 0.57% | 2,882 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $100.60万 | 0.57% | 2,815 | 129 | 4.8% | $4.61万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $84.71万 | 0.48% | 8,622 | 148 | 1.7% | $1.45万 | 加仓 |
| — | SPROTT ETF TRUST | $83.33万 | 0.47% | 11,048 | 181 | 1.7% | $1.37万 | 加仓 |
| URNM | SPROTT FDS TR | $73.44万 | 0.41% | 13,964 | 1,217 | 9.5% | $6.40万 | 加仓 |
| — | SPROTT FDS TR | $73.17万 | 0.41% | 19,104 | 2,219 | 13.1% | $8.50万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $70.08万 | 0.40% | 22,276 | 1,096 | 5.2% | $3.45万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $69.79万 | 0.39% | 18,944 | -66 | -0.3% | -$2,431 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.49万 | 0.32% | 3,468 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $56.92万 | 0.32% | 760 | -38 | -4.8% | -$2.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.64万 | 0.32% | 2,230 | 86 | 4.0% | $2.18万 | 加仓 |
| HD | HOME DEPOT INC | $55.56万 | 0.31% | 1,575 | -229 | -12.7% | -$8.08万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $55.01万 | 0.31% | 5,551 | 36 | 0.7% | $3,568 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $51.13万 | 0.29% | 10,165 | -637 | -5.9% | -$3.20万 | 减仓 |
| EWZ | ISHARES INC | $51.07万 | 0.29% | 14,803 | -273 | -1.8% | -$9,419 | 减仓 |
| SO | SOUTHERN CO | $48.81万 | 0.28% | 5,100 | 37 | 0.7% | $3,541 | 加仓 |
| CAT | CATERPILLAR INC | $44.94万 | 0.25% | 422 | 422 | — | $44.94万 | 新建仓 |
| TDTT | FLEXSHARES TR | $43.85万 | 0.25% | 18,340 | 866 | 5.0% | $2.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $42.19万 | 0.24% | 1,131 | 416 | 58.2% | $15.52万 | 加仓 |
| IEFA | ISHARES TR | $38.95万 | 0.22% | 4,033 | -289 | -6.7% | -$2.79万 | 减仓 |
| AMZN | AMAZON COM INC | $37.16万 | 0.21% | 1,559 | -31 | -1.9% | -$7,389 | 减仓 |
| IVZ | INVESCO LTD | $37.16万 | 0.21% | 14,080 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $37.06万 | 0.21% | 309 | 309 | — | $37.06万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $36.11万 | 0.20% | 2,853 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $33.40万 | 0.19% | 6,765 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $31.05万 | 0.18% | 2,224 | 2,224 | — | $31.05万 | 新建仓 |
| KO | COCA COLA CO | $26.04万 | 0.15% | 3,205 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $25.20万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $23.17万 | 0.13% | 1,158 | 1,158 | — | $23.17万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.15万 | 0.13% | 655 | 0 | 0.0% | — | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -249 | -100.0% | -$24.79万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,290 | -100.0% | -$20.32万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -12,595 | -100.0% | -$15.72万 | 清仓 |