AGP FRANKLIN, LLC
FRANKLIN TN · SEC CIK 0002056566
$2.31亿2026Q2 申报市值
93持仓数
38.9%前十大占比 · 第一大 6.6%
13 / 14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
PNFP 新建仓+$533.50万
SNOW 加仓+$192.94万
NTAP 新建仓+$172.74万
MDB 新建仓+$169.19万
APH 新建仓+$163.27万
2026Q2 卖出最多 按季末市值估算
LAD 清仓-$364.51万
MA 清仓-$233.19万
GLW 减仓-$189.10万
PCAR 清仓-$186.90万
DPZ 清仓-$135.21万
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 |
|---|---|---|---|---|---|---|---|---|
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -14,597 | -100.0% | -$364.51万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -4,667 | -100.0% | -$233.19万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -16,182 | -100.0% | -$186.90万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -3,769 | -100.0% | -$135.21万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -23,867 | -100.0% | -$121.24万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -6,496 | -100.0% | -$118.91万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -35,830 | -100.0% | -$100.61万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -8,961 | -100.0% | -$98.13万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -8,647 | -100.0% | -$87.81万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -3,474 | -100.0% | -$83.17万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -3,605 | -100.0% | -$42.76万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -5,696 | -100.0% | -$34.64万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -2,933 | -100.0% | -$20.68万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -3,144 | -100.0% | -$20.36万 | 清仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $3.39万 | 0.01% | 14,693 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $20.18万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $20.40万 | 0.09% | 1,035 | 1,035 | — | $20.40万 | 新建仓 |
| RTX | RTX CORPORATION | $20.85万 | 0.09% | 1,099 | 1,099 | — | $20.85万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $21.60万 | 0.09% | 2,989 | 2,989 | — | $21.60万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $22.40万 | 0.10% | 7,087 | -39,979 | -84.9% | -$126.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.22万 | 0.11% | 329 | -17 | -4.9% | -$1.25万 | 重新持有 |
| — | EXXON MOBIL CORP | $26.71万 | 0.12% | 1,954 | 420 | 27.4% | $5.74万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.94万 | 0.13% | 1,216 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.78万 | 0.14% | 265 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $32.69万 | 0.14% | 2,145 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $32.81万 | 0.14% | 4,218 | 4,218 | — | $32.81万 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $33.00万 | 0.14% | 12,618 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $35.28万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.26万 | 0.16% | 2,822 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $40.79万 | 0.18% | 4,013 | 115 | 3.0% | $1.17万 | 加仓 |
| MTZ | MASTEC INC | $41.61万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $41.71万 | 0.18% | 4,965 | 771 | 18.4% | $6.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.76万 | 0.18% | 2,519 | 549 | 27.9% | $9.10万 | 加仓 |
| CAT | CATERPILLAR INC | $42.60万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $42.70万 | 0.19% | 13,168 | 13,168 | — | $42.70万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $56.84万 | 0.25% | 10,911 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $57.97万 | 0.25% | 12,355 | 649 | 5.5% | $3.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.33万 | 0.26% | 4,114 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $62.59万 | 0.27% | 3,418 | 686 | 25.1% | $12.56万 | 加仓 |
| DE | DEERE & CO | $68.82万 | 0.30% | 1,085 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $69.90万 | 0.30% | 18,246 | -15,603 | -46.1% | -$59.77万 | 减仓 |
| KLAC | KLA CORP | $75.43万 | 0.33% | 2,500 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $79.66万 | 0.35% | 8,505 | 491 | 6.1% | $4.60万 | 加仓 |
| DDOG | DATADOG INC | $85.03万 | 0.37% | 3,266 | 3,266 | — | $85.03万 | 新建仓 |
| INTC | INTEL CORP | $93.55万 | 0.41% | 6,700 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $99.63万 | 0.43% | 29,346 | -859 | -2.8% | -$2.92万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $104.58万 | 0.45% | 5,373 | 5,373 | — | $104.58万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $106.20万 | 0.46% | 3,505 | 415 | 13.4% | $12.57万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $113.01万 | 0.49% | 9,227 | -113 | -1.2% | -$1.38万 | 减仓 |
| XSD | SPDR SERIES TRUST | $113.20万 | 0.49% | 1,815 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $117.20万 | 0.51% | 11,805 | 11,805 | — | $117.20万 | 新建仓 |
| PWR | QUANTA SVCS INC | $118.73万 | 0.51% | 1,649 | 1,649 | — | $118.73万 | 新建仓 |
| BIIB | BIOGEN INC | $120.26万 | 0.52% | 5,566 | 3,493 | 168.5% | $75.47万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $123.47万 | 0.54% | 9,384 | 762 | 8.8% | $10.03万 | 加仓 |
| CVS | CVS HEALTH CORP | $123.85万 | 0.54% | 11,972 | 409 | 3.5% | $4.23万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $134.73万 | 0.58% | 9,848 | 89 | 0.9% | $1.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $141.51万 | 0.61% | 16,123 | 234 | 1.5% | $2.05万 | 加仓 |
| GE | GE AEROSPACE | $150.77万 | 0.65% | 4,034 | 1,454 | 56.4% | $54.34万 | 加仓 |
| IDA | IDACORP INC | $150.92万 | 0.65% | 9,975 | 346 | 3.6% | $5.24万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $154.68万 | 0.67% | 8,979 | 612 | 7.3% | $10.54万 | 加仓 |
| D | DOMINION ENERGY INC | $159.50万 | 0.69% | 23,357 | 1,404 | 6.4% | $9.59万 | 加仓 |
| ADC | AGREE RLTY CORP | $161.61万 | 0.70% | 21,337 | -646 | -2.9% | -$4.89万 | 减仓 |
| SO | SOUTHERN CO | $161.94万 | 0.70% | 16,919 | 1,248 | 8.0% | $11.94万 | 加仓 |
| APH | AMPHENOL CORP | $163.27万 | 0.71% | 9,260 | 9,260 | — | $163.27万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $163.50万 | 0.71% | 12,941 | 572 | 4.6% | $7.23万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $163.54万 | 0.71% | 7,127 | 28 | 0.4% | $6,425 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $166.84万 | 0.72% | 16,638 | 2,331 | 16.3% | $23.37万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $167.25万 | 0.73% | 7,891 | 193 | 2.5% | $4.09万 | 加仓 |
| MDB | MONGODB INC | $169.19万 | 0.73% | 5,037 | 5,037 | — | $169.19万 | 新建仓 |
| NTAP | NETAPP INC | $172.74万 | 0.75% | 11,162 | 11,162 | — | $172.74万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $175.44万 | 0.76% | 13,860 | 1,250 | 9.9% | $15.82万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $179.97万 | 0.78% | 8,736 | -122 | -1.4% | -$2.51万 | 减仓 |
| AZO | AUTOZONE INC | $197.83万 | 0.86% | 619 | -24 | -3.7% | -$7.67万 | 减仓 |
| WMT | WALMART INC | $225.73万 | 0.98% | 19,930 | -373 | -1.8% | -$4.22万 | 减仓 |
| TJX | TJX COS INC NEW | $234.13万 | 1.02% | 15,454 | 16 | 0.1% | $2,424 | 加仓 |
| MMM | 3M CO | $242.28万 | 1.05% | 14,964 | -68 | -0.5% | -$1.10万 | 减仓 |
| TSLA | TESLA INC | $243.09万 | 1.05% | 5,780 | 933 | 19.2% | $39.24万 | 加仓 |
| EAT | BRINKER INTL INC | $243.85万 | 1.06% | 14,515 | 581 | 4.2% | $9.76万 | 加仓 |
| SNOW | SNOWFLAKE INC | $247.20万 | 1.07% | 9,713 | 7,581 | 355.6% | $192.94万 | 加仓 |
| AFL | AFLAC INC | $258.57万 | 1.12% | 22,053 | 1,801 | 8.9% | $21.12万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $269.57万 | 1.17% | 29,272 | -244 | -0.8% | -$2.25万 | 减仓 |
| ABBV | ABBVIE INC | $288.45万 | 1.25% | 11,463 | 187 | 1.7% | $4.71万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $306.13万 | 1.33% | 4,963 | -151 | -3.0% | -$9.31万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $331.55万 | 1.44% | 11,323 | 243 | 2.2% | $7.12万 | 加仓 |
| CRWV | COREWEAVE INC | $334.67万 | 1.45% | 33,622 | 1,316 | 4.1% | $13.10万 | 加仓 |
| META | META PLATFORMS INC | $343.38万 | 1.49% | 6,096 | 127 | 2.1% | $7.15万 | 加仓 |
| V | VISA INC | $344.50万 | 1.49% | 10,041 | 192 | 1.9% | $6.59万 | 加仓 |
| BAC | BANK OF AMER CORP | $347.03万 | 1.50% | 60,903 | 3,703 | 6.5% | $21.10万 | 加仓 |
| BA | BOEING CO | $359.79万 | 1.56% | 16,621 | 800 | 5.1% | $17.32万 | 加仓 |
| NUE | NUCOR CORP | $402.73万 | 1.75% | 18,080 | -268 | -1.5% | -$5.97万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $427.56万 | 1.85% | 24,536 | 617 | 2.6% | $10.75万 | 加仓 |
| C | CITIGROUP INC | $485.07万 | 2.10% | 34,658 | -252 | -0.7% | -$3.53万 | 减仓 |
| SLV | ISHARES SILVER TR | $532.61万 | 2.31% | 99,609 | 4,202 | 4.4% | $22.47万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $533.50万 | 2.31% | 52,884 | 52,884 | — | $533.50万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $545.90万 | 2.37% | 146,354 | 2,432 | 1.7% | $9.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $546.58万 | 2.37% | 9,409 | -743 | -7.3% | -$43.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $558.41万 | 2.42% | 14,970 | 500 | 3.5% | $18.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $619.08万 | 2.68% | 6,618 | 156 | 2.4% | $14.59万 | 加仓 |
| AAPL | APPLE INC | $624.80万 | 2.71% | 21,592 | 564 | 2.7% | $16.32万 | 加仓 |
| ORCL | ORACLE CORP | $663.31万 | 2.88% | 45,262 | 3,640 | 8.7% | $53.34万 | 加仓 |