Uptown Financial Advisors LLC
DALLAS TX · SEC CIK 0002066147
$1.52亿2026Q2 申报市值
88持仓数
59.3%前十大占比 · 第一大 10.6%
12 / 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
MINT 新建仓+$49.97万
XLU 加仓+$39.60万
CAT 新建仓+$26.62万
MIDD 新建仓+$20.64万
SPYV 加仓+$14.80万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$16.76万
VUG 减仓-$14.22万
EMXC 减仓-$11.21万
IJR 减仓-$11.17万
SCHF 减仓-$10.80万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$30.99万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$26.16万 | 清仓 |
| CRWV | COREWEAVE INC 看跌期权 | $0 | 0.00% | 0 | -2,900 | -100.0% | -$22.47万 | 清仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5,468 | 0.00% | 32 | 32 | — | $5,468 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $7.55万 | 0.05% | 200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $11.19万 | 0.07% | 300 | 300 | — | $11.19万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.50万 | 0.09% | 11,499 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $15.93万 | 0.10% | 3,000 | 3,000 | — | $15.93万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $17.08万 | 0.11% | 232 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $20.19万 | 0.13% | 4,265 | 0 | 0.0% | — | 重新持有 |
| SUB | ISHARES TR | $20.60万 | 0.14% | 1,935 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $20.64万 | 0.14% | 1,200 | 1,200 | — | $20.64万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.89万 | 0.14% | 743 | 0 | 0.0% | — | 重新持有 |
| — | EXXON MOBIL CORP | $20.95万 | 0.14% | 1,532 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $21.35万 | 0.14% | 7,115 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.41万 | 0.14% | 509 | 0 | 0.0% | — | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $22.23万 | 0.15% | 6,952 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.29万 | 0.15% | 1,345 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE SENI FLTN RAT 202 | $22.43万 | 0.15% | 17,320 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $23.73万 | 0.16% | 3,513 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.10万 | 0.16% | 1,011 | -55 | -5.2% | -$1.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $24.30万 | 0.16% | 2,940 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.70万 | 0.17% | 3,600 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $26.58万 | 0.18% | 21,930 | -8,410 | -27.7% | -$10.19万 | 减仓 |
| CAT | CATERPILLAR INC | $26.62万 | 0.18% | 250 | 250 | — | $26.62万 | 新建仓 |
| GOOGL | ALPHABET INC | $27.80万 | 0.18% | 778 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $28.68万 | 0.19% | 5,961 | -23 | -0.4% | -$1,107 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.76万 | 0.20% | 5,603 | 3 | 0.1% | $159 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.97万 | 0.20% | 6,905 | -1,194 | -14.7% | -$5.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $31.36万 | 0.21% | 958 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.75万 | 0.22% | 1,384 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $33.79万 | 0.22% | 3,253 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR 看跌期权 | $35.82万 | 0.24% | 7,900 | 7,900 | — | $35.82万 | 新建仓 |
| CSCO | CISCO SYS INC 看跌期权 | $37.59万 | 0.25% | 3,200 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $38.04万 | 0.25% | 4,592 | -39 | -0.8% | -$3,231 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $38.12万 | 0.25% | 1,127 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $38.83万 | 0.26% | 11,476 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR 看涨期权 | $38.99万 | 0.26% | 8,600 | 8,600 | — | $38.99万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $39.94万 | 0.26% | 1,340 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $40.43万 | 0.27% | 12,750 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $43.45万 | 0.29% | 1,788 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $45.23万 | 0.30% | 1,562 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $45.61万 | 0.30% | 4,722 | 62 | 1.3% | $5,989 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $46.65万 | 0.31% | 1,837 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.54万 | 0.31% | 7,964 | -62 | -0.8% | -$3,701 | 减仓 |
| ABBV | ABBVIE INC | $48.14万 | 0.32% | 1,913 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $48.97万 | 0.32% | 4,097 | -7 | -0.2% | -$837 | 减仓 |
| MINT | PIMCO ETF TR | $49.97万 | 0.33% | 4,956 | 4,956 | — | $49.97万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $50.41万 | 0.33% | 734 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $51.26万 | 0.34% | 3,000 | 3,000 | — | $51.26万 | 新建仓 |
| CSCO | CISCO SYS INC | $51.53万 | 0.34% | 4,387 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $58.54万 | 0.39% | 5,914 | 2 | 0.0% | $198 | 加仓 |
| MUB | ISHARES TR | $59.38万 | 0.39% | 5,518 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $59.74万 | 0.39% | 4,371 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看跌期权 | $63.41万 | 0.42% | 1,700 | 1,700 | — | $63.41万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $70.85万 | 0.47% | 20,352 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $71.69万 | 0.47% | 1,922 | 32 | 1.7% | $1.19万 | 加仓 |
| META | META PLATFORMS INC | $71.71万 | 0.47% | 1,273 | 16 | 1.3% | $9,013 | 加仓 |
| AVGO | BROADCOM INC | $71.96万 | 0.47% | 1,905 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $75.40万 | 0.50% | 7,823 | 159 | 2.1% | $1.53万 | 加仓 |
| EMXC | ISHARES INC | $86.03万 | 0.57% | 8,409 | -1,096 | -11.5% | -$11.21万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $87.66万 | 0.58% | 17,361 | -1,985 | -10.3% | -$10.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $91.61万 | 0.60% | 9,499 | 105 | 1.1% | $1.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.66% | 5,000 | 5,000 | — | $100.05万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $101.11万 | 0.67% | 20,066 | -55 | -0.3% | -$2,771 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $102.56万 | 0.68% | 6,490 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $110.52万 | 0.73% | 14,333 | -2 | -0.0% | -$154 | 减仓 |
| IWM | ISHARES TR | $112.73万 | 0.74% | 3,752 | -9 | -0.2% | -$2,704 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $144.30万 | 0.95% | 29,794 | -154 | -0.5% | -$7,458 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $147.28万 | 0.97% | 2,000 | 2,000 | — | $147.28万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $176.64万 | 1.16% | 48,051 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $177.60万 | 1.17% | 16,282 | -115 | -0.7% | -$1.25万 | 减仓 |
| IVV | ISHARES TR | $197.03万 | 1.30% | 2,631 | -30 | -1.1% | -$2.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $213.02万 | 1.40% | 10,646 | 20 | 0.2% | $4,002 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $244.70万 | 1.61% | 53,969 | 8,734 | 19.3% | $39.60万 | 加仓 |
| ET | ENERGY TRANSFER L P | $246.22万 | 1.62% | 128,774 | 40 | 0.0% | $765 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $270.63万 | 1.78% | 3,624 | -4 | -0.1% | -$2,987 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $322.47万 | 2.12% | 20,899 | 280 | 1.4% | $4.32万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $378.30万 | 2.49% | 53,094 | -1,215 | -2.2% | -$8.66万 | 减仓 |
| VDE | VANGUARD WORLD FD | $379.80万 | 2.50% | 25,298 | -230 | -0.9% | -$3.45万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $404.52万 | 2.66% | 52,739 | -986 | -1.8% | -$7.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $407.80万 | 2.69% | 18,712 | -386 | -2.0% | -$8.41万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $501.80万 | 3.30% | 181,155 | -3,898 | -2.1% | -$10.80万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $568.76万 | 3.75% | 47,799 | -61 | -0.1% | -$7,258 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $780.50万 | 5.14% | 100,179 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $807.73万 | 5.32% | 155,992 | -111 | -0.1% | -$5,748 | 减仓 |
| SPYV | SPDR SERIES TRUST | $998.91万 | 6.58% | 164,321 | 2,435 | 1.5% | $14.80万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,030.96万 | 6.79% | 14,000 | 12,000 | 600.0% | $883.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,125.73万 | 7.41% | 139,720 | -2,080 | -1.5% | -$16.76万 | 减仓 |
| IJR | ISHARES TR | $1,177.64万 | 7.75% | 79,404 | -753 | -0.9% | -$11.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,607.78万 | 10.59% | 186,647 | -1,651 | -0.9% | -$14.22万 | 减仓 |