RAHLFS CAPITAL, LLC
LAKE KIOWA TX · SEC CIK 0002056410
$1.36亿2026Q2 申报市值
86持仓数
46.2%前十大占比 · 第一大 7.9%
4 / 5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
META 新建仓+$198.33万
EWZ 新建仓+$90.56万
GOOGL 加仓+$59.68万
SNPS 新建仓+$27.43万
EBAY 加仓+$21.62万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$253.61万
VNLA 减仓-$244.32万
TSLA 清仓-$146.47万
AMD 清仓-$139.35万
T 清仓-$25.24万
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 | $1,071.21万 | 7.87% | 37,020 | 100 | 0.3% | $2.89万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,020.40万 | 7.49% | 201,780 | -50,150 | -19.9% | -$253.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $750.18万 | 5.51% | 14,992 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $718.85万 | 5.28% | 20,115 | 1,670 | 9.1% | $59.68万 | 加仓 |
| WMT | WALMART INC | $532.49万 | 3.91% | 47,015 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $513.46万 | 3.77% | 13,765 | -200 | -1.4% | -$7.46万 | 减仓 |
| INTC | INTEL CORP | $513.27万 | 3.77% | 36,759 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $493.91万 | 3.63% | 36,126 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $344.66万 | 2.53% | 11,563 | -400 | -3.3% | -$11.92万 | 减仓 |
| GDX | VANECK ETF TRUST | $333.90万 | 2.45% | 44,255 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $266.98万 | 1.96% | 27,895 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $249.03万 | 1.83% | 44,092 | -2,105 | -4.6% | -$11.89万 | 减仓 |
| AMZN | AMAZON COM INC | $237.27万 | 1.74% | 9,955 | 395 | 4.1% | $9.41万 | 加仓 |
| MCD | MCDONALDS CORP | $232.74万 | 1.71% | 8,610 | -550 | -6.0% | -$14.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $225.50万 | 1.66% | 11,270 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $223.18万 | 1.64% | 6,100 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $220.28万 | 1.62% | 23,585 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $218.41万 | 1.60% | 8,600 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $215.49万 | 1.58% | 50,896 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $198.33万 | 1.46% | 3,521 | 3,521 | — | $198.33万 | 新建仓 |
| EBAY | EBAY INC. | $196.07万 | 1.44% | 17,545 | 1,935 | 12.4% | $21.62万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $193.16万 | 1.42% | 9,595 | -150 | -1.5% | -$3.02万 | 减仓 |
| APA | APA CORPORATION | $191.19万 | 1.40% | 58,700 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $189.69万 | 1.39% | 14,986 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $170.66万 | 1.25% | 13,155 | 875 | 7.1% | $11.35万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $158.99万 | 1.17% | 20,810 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $148.44万 | 1.09% | 5,899 | -500 | -7.8% | -$12.58万 | 减仓 |
| PEP | PEPSICO INC | $144.40万 | 1.06% | 10,665 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $141.63万 | 1.04% | 7,829 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $139.79万 | 1.03% | 100,062 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $137.67万 | 1.01% | 14,760 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $133.75万 | 0.98% | 8,069 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $133.53万 | 0.98% | 45,095 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $129.09万 | 0.95% | 38,250 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $120.83万 | 0.89% | 8,245 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $114.38万 | 0.84% | 19,851 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $111.33万 | 0.82% | 58,225 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $100.53万 | 0.74% | 7,697 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $91.30万 | 0.67% | 17,075 | 750 | 4.6% | $4.01万 | 加仓 |
| PFE | PFIZER INC | $90.75万 | 0.67% | 37,686 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $90.56万 | 0.66% | 26,250 | 26,250 | — | $90.56万 | 新建仓 |
| SBR | SABINE RTY TR | $87.73万 | 0.64% | 11,985 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $83.44万 | 0.61% | 11,597 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $82.31万 | 0.60% | 6,977 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $82.29万 | 0.60% | 12,050 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $76.81万 | 0.56% | 9,451 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $72.88万 | 0.54% | 48,850 | -500 | -1.0% | -$7,460 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.80万 | 0.52% | 700 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $70.71万 | 0.52% | 9,799 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $69.45万 | 0.51% | 7,300 | -800 | -9.9% | -$7.61万 | 减仓 |
| MRK | MERCK & CO INC | $68.43万 | 0.50% | 5,325 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $65.02万 | 0.48% | 7,165 | -1,175 | -14.1% | -$10.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.48万 | 0.47% | 850 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $61.35万 | 0.45% | 5,930 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $59.97万 | 0.44% | 34,525 | 500 | 1.5% | $8,685 | 加仓 |
| WMB | WILLIAMS COS INC | $57.80万 | 0.42% | 7,775 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $55.12万 | 0.40% | 5,075 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $50.52万 | 0.37% | 540 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $49.33万 | 0.36% | 4,200 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $48.75万 | 0.36% | 9,550 | -700 | -6.8% | -$3.57万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $47.21万 | 0.35% | 11,425 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $46.89万 | 0.34% | 7,850 | 0 | 0.0% | — | 不变 |
| MXF | MEXICO FD INC | $45.65万 | 0.34% | 20,875 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $43.61万 | 0.32% | 2,127 | 20 | 0.9% | $4,100 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.40万 | 0.30% | 2,755 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $39.96万 | 0.29% | 5,258 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.54万 | 0.28% | 3,900 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $37.04万 | 0.27% | 4,777 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $36.97万 | 0.27% | 8,561 | 0 | 0.0% | — | 不变 |
| TWN | TAIWAN FD INC | $33.66万 | 0.25% | 3,500 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $32.31万 | 0.24% | 1,550 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.05万 | 0.23% | 5,450 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $30.45万 | 0.22% | 1,850 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $30.42万 | 0.22% | 840 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC | $29.92万 | 0.22% | 14,300 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $29.83万 | 0.22% | 1,172 | 0 | 0.0% | — | 重新持有 |
| — | STELLAR BANCORP INC | $29.81万 | 0.22% | 7,581 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $27.43万 | 0.20% | 615 | 615 | — | $27.43万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $25.80万 | 0.19% | 2,350 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $25.45万 | 0.19% | 8,055 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $24.43万 | 0.18% | 5,000 | -50,000 | -90.9% | -$244.32万 | 减仓 |
| DG | DOLLAR GEN CORP | $23.08万 | 0.17% | 2,005 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $22.24万 | 0.16% | 1,897 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $21.76万 | 0.16% | 3,460 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $21.60万 | 0.16% | 2,485 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $20.46万 | 0.15% | 2,700 | 2,700 | — | $20.46万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,940 | -100.0% | -$146.47万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -6,850 | -100.0% | -$139.35万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,705 | -100.0% | -$25.24万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -349 | -100.0% | -$21.09万 | 清仓 |
| — | SAN JUAN BASIN RTY TR | $0 | 0.00% | 0 | -11,000 | -100.0% | -$5.28万 | 清仓 |