AGP FRANKLIN, LLC
FRANKLIN TN · SEC CIK 0002056566
$2.00亿2026Q1 申报市值
93持仓数
40.7%前十大占比 · 第一大 6.5%
14 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PLTR 加仓+$302.08万
AMZN 加仓+$247.34万
GNRC 新建仓+$216.43万
AMD 新建仓+$206.52万
EAT 加仓+$149.01万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$431.17万
ADBE 清仓-$380.65万
SLV 减仓-$347.15万
CRS 减仓-$299.98万
D 减仓-$213.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,308.38万 | 6.54% | 75,022 | 6,212 | 9.0% | $108.34万 | 加仓 |
| AMZN | AMAZON COM INC | $1,173.18万 | 5.86% | 56,330 | 11,876 | 26.7% | $247.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,163.95万 | 5.81% | 79,570 | 20,651 | 35.0% | $302.08万 | 加仓 |
| GOOGL | ALPHABET INC | $823.43万 | 4.11% | 28,635 | 377 | 1.3% | $10.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $701.19万 | 3.50% | 23,837 | 616 | 2.7% | $18.12万 | 加仓 |
| SLV | ISHARES SILVER TR | $650.10万 | 3.25% | 95,407 | -50,947 | -34.8% | -$347.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $643.86万 | 3.22% | 6,462 | -409 | -6.0% | -$40.75万 | 减仓 |
| ORCL | ORACLE CORP | $612.30万 | 3.06% | 41,622 | 5,771 | 16.1% | $84.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $535.64万 | 2.68% | 14,470 | 1,320 | 10.0% | $48.86万 | 加仓 |
| AAPL | APPLE INC | $533.68万 | 2.67% | 21,028 | -291 | -1.4% | -$7.39万 | 减仓 |
| GLW | CORNING INC | $474.15万 | 2.37% | 34,872 | -7,028 | -16.8% | -$95.56万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $411.55万 | 2.06% | 23,919 | 713 | 3.1% | $12.27万 | 加仓 |
| C | CITIGROUP INC | $395.91万 | 1.98% | 34,910 | -2,403 | -6.4% | -$27.25万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $388.73万 | 1.94% | 9,957 | 243 | 2.5% | $9.49万 | 加仓 |
| LAD | LITHIA MTRS INC | $364.51万 | 1.82% | 14,597 | 4,187 | 40.2% | $104.56万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $341.67万 | 1.71% | 143,922 | 6,155 | 4.5% | $14.61万 | 加仓 |
| META | META PLATFORMS INC | $341.50万 | 1.71% | 5,969 | 317 | 5.6% | $18.14万 | 加仓 |
| BA | BOEING CO | $314.89万 | 1.57% | 15,821 | 555 | 3.6% | $11.05万 | 加仓 |
| NUE | NUCOR CORP | $310.26万 | 1.55% | 18,348 | 975 | 5.6% | $16.49万 | 加仓 |
| V | VISA INC | $297.68万 | 1.49% | 9,849 | 374 | 3.9% | $11.30万 | 加仓 |
| BAC | BANK AMERICA CORP | $278.85万 | 1.39% | 57,200 | -3,330 | -5.5% | -$16.23万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $272.46万 | 1.36% | 29,516 | 1,607 | 5.8% | $14.83万 | 加仓 |
| WMT | WALMART INC | $252.32万 | 1.26% | 20,303 | 5,369 | 36.0% | $66.72万 | 加仓 |
| CRWV | COREWEAVE INC | $250.27万 | 1.25% | 32,306 | 945 | 3.0% | $7.32万 | 加仓 |
| TJX | TJX COS INC NEW | $246.54万 | 1.23% | 15,438 | -8,714 | -36.1% | -$139.16万 | 减仓 |
| ABBV | ABBVIE INC | $245.24万 | 1.22% | 11,276 | 259 | 2.4% | $5.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $233.19万 | 1.16% | 4,667 | 420 | 9.9% | $20.99万 | 加仓 |
| AFL | AFLAC INC | $222.18万 | 1.11% | 20,252 | 1,473 | 7.8% | $16.16万 | 加仓 |
| MMM | 3M CO | $218.31万 | 1.09% | 15,032 | 707 | 4.9% | $10.27万 | 加仓 |
| AZO | AUTOZONE INC | $217.19万 | 1.08% | 643 | -152 | -19.1% | -$51.34万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $216.43万 | 1.08% | 11,080 | 11,080 | — | $216.43万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $213.21万 | 1.06% | 47,066 | 949 | 2.1% | $4.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $206.52万 | 1.03% | 10,152 | 10,152 | — | $206.52万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $201.56万 | 1.01% | 5,114 | -7,611 | -59.8% | -$299.98万 | 减仓 |
| EAT | BRINKER INTL INC | $198.94万 | 0.99% | 13,934 | 10,437 | 298.5% | $149.01万 | 加仓 |
| PCAR | PACCAR INC | $186.90万 | 0.93% | 16,182 | -2,989 | -15.6% | -$34.52万 | 减仓 |
| TSLA | TESLA INC | $180.17万 | 0.90% | 4,847 | -764 | -13.6% | -$28.40万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $173.65万 | 0.87% | 8,858 | -4,279 | -32.6% | -$83.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $172.39万 | 0.86% | 12,369 | 584 | 5.0% | $8.14万 | 加仓 |
| ADC | AGREE RLTY CORP | $165.71万 | 0.83% | 21,983 | 2,366 | 12.1% | $17.83万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $165.11万 | 0.82% | 12,610 | -3,142 | -19.9% | -$41.14万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $154.56万 | 0.77% | 8,367 | -2,955 | -26.1% | -$54.59万 | 减仓 |
| SO | SOUTHERN CO | $151.25万 | 0.76% | 15,671 | -1,898 | -10.8% | -$18.32万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $150.87万 | 0.75% | 7,698 | -252 | -3.2% | -$4.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $147.58万 | 0.74% | 15,889 | -14,876 | -48.4% | -$138.17万 | 减仓 |
| IDA | IDACORP INC | $137.67万 | 0.69% | 9,629 | -2,276 | -19.1% | -$32.54万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $136.31万 | 0.68% | 33,849 | -4,938 | -12.7% | -$19.89万 | 减仓 |
| D | DOMINION ENERGY INC | $135.72万 | 0.68% | 21,953 | -34,457 | -61.1% | -$213.02万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $135.21万 | 0.68% | 3,769 | -1,232 | -24.6% | -$44.20万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $127.93万 | 0.64% | 9,759 | 9,759 | — | $127.93万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $127.78万 | 0.64% | 7,099 | 1,051 | 17.4% | $18.92万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $121.24万 | 0.61% | 23,867 | -5,754 | -19.4% | -$29.23万 | 重新持有 |
| AVAV | AEROVIRONMENT INC | $118.91万 | 0.59% | 6,496 | 3,228 | 98.8% | $59.09万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $118.03万 | 0.59% | 9,340 | -1,817 | -16.3% | -$22.96万 | 减仓 |
| HAL | HALLIBURTON CO | $117.77万 | 0.59% | 30,205 | 30,205 | — | $117.77万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $117.34万 | 0.59% | 8,622 | 2,011 | 30.4% | $27.37万 | 加仓 |
| PFE | PFIZER INC | $100.61万 | 0.50% | 35,830 | -543 | -1.5% | -$1.52万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $99.15万 | 0.50% | 14,307 | -1,102 | -7.2% | -$7.64万 | 减仓 |
| DLTR | DOLLAR TREE INC | $98.13万 | 0.49% | 8,961 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $87.81万 | 0.44% | 8,647 | 8,647 | — | $87.81万 | 新建仓 |
| ADSK | AUTODESK INC | $83.17万 | 0.42% | 3,474 | -278 | -7.4% | -$6.66万 | 减仓 |
| CVS | CVS HEALTH CORP | $83.05万 | 0.41% | 11,563 | 146 | 1.3% | $1.05万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $73.43万 | 0.37% | 3,090 | 196 | 6.8% | $4.66万 | 加仓 |
| GE | GE AEROSPACE | $73.22万 | 0.37% | 2,580 | 3 | 0.1% | $851 | 加仓 |
| DE | DEERE & CO | $61.12万 | 0.31% | 1,085 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $59.42万 | 0.30% | 4,114 | 398 | 10.7% | $5.75万 | 加仓 |
| XSD | SPDR SERIES TRUST | $59.19万 | 0.30% | 1,815 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $53.28万 | 0.27% | 8,014 | 2,144 | 36.5% | $14.25万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $50.07万 | 0.25% | 10,911 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $45.75万 | 0.23% | 11,706 | 11,706 | — | $45.75万 | 新建仓 |
| SHOP | SHOPIFY INC | $42.76万 | 0.21% | 3,605 | -3,196 | -47.0% | -$37.91万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $41.67万 | 0.21% | 2,732 | 798 | 41.3% | $12.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $40.76万 | 0.20% | 1,970 | 1,970 | — | $40.76万 | 新建仓 |
| BIIB | BIOGEN INC | $38.00万 | 0.19% | 2,073 | 2,073 | — | $38.00万 | 新建仓 |
| LOW | LOWES COS INC | $37.80万 | 0.19% | 1,600 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $36.81万 | 0.18% | 250 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $36.09万 | 0.18% | 4,194 | 4,194 | — | $36.09万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $34.64万 | 0.17% | 5,696 | 5,696 | — | $34.64万 | 新建仓 |
| MRK | MERCK & CO INC | $33.95万 | 0.17% | 2,822 | -250 | -8.1% | -$3.01万 | 减仓 |
| MTZ | MASTEC INC | $32.17万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $32.15万 | 0.16% | 2,132 | -1,503 | -41.3% | -$22.67万 | 减仓 |
| DTE | DTE ENERGY CO | $31.37万 | 0.16% | 2,145 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.57万 | 0.15% | 6,700 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.14% | 400 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $26.52万 | 0.13% | 12,618 | 943 | 8.1% | $1.98万 | 加仓 |
| — | EXXON MOBIL CORP | $26.02万 | 0.13% | 1,534 | -853 | -35.7% | -$14.47万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $25.30万 | 0.13% | 1,216 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $25.03万 | 0.13% | 3,898 | 3,898 | — | $25.03万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.37万 | 0.12% | 265 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $23.28万 | 0.12% | 3,800 | 3,800 | — | $23.28万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $20.68万 | 0.10% | 2,933 | 2,933 | — | $20.68万 | 新建仓 |
| IYE | ISHARES TR | $20.36万 | 0.10% | 3,144 | 3,144 | — | $20.36万 | 新建仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $4.06万 | 0.02% | 14,693 | -16,307 | -52.6% | -$4.50万 | 减仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -45,192 | -100.0% | -$431.17万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -10,876 | -100.0% | -$380.65万 | 清仓 |
| ARHS | ARHAUS INC | $0 | 0.00% | 0 | -152,070 | -100.0% | -$170.47万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -6,058 | -100.0% | -$111.59万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -3,156 | -100.0% | -$108.60万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,840 | -100.0% | -$79.46万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,678 | -100.0% | -$48.20万 | 清仓 |