Reliant Investment Partners, LLC
PINEHURST NC · SEC CIK 0002069207
$1.21亿2026Q1 申报市值
113持仓数
46.9%前十大占比 · 第一大 12.3%
12 / 8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
CIEN 新建仓+$39.21万
FIX 新建仓+$33.23万
IVV 加仓+$30.70万
WDC 新建仓+$28.83万
STX 新建仓+$25.90万
2026Q1 卖出最多 按季末市值估算
BX 减仓-$68.38万
NET 清仓-$66.58万
PANW 清仓-$55.85万
AAPL 减仓-$43.73万
CRM 清仓-$41.46万
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 | $1,480.19万 | 12.26% | 84,873 | -1,770 | -2.0% | -$30.87万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $783.65万 | 6.49% | 59,848 | -2,631 | -4.2% | -$34.45万 | 减仓 |
| TFC | TRUIST FINL CORP | $709.80万 | 5.88% | 154,404 | -629 | -0.4% | -$2.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $673.19万 | 5.58% | 11,266 | 331 | 3.0% | $19.78万 | 加仓 |
| AAPL | APPLE INC | $518.93万 | 4.30% | 20,447 | -1,723 | -7.8% | -$43.73万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $357.31万 | 2.96% | 17,174 | -76 | -0.4% | -$1.58万 | 减仓 |
| LOW | LOWES COS INC | $326.87万 | 2.71% | 13,834 | 11 | 0.1% | $2,599 | 加仓 |
| LLY | ELI LILLY & CO | $289.18万 | 2.40% | 3,144 | -8 | -0.3% | -$7,358 | 减仓 |
| MSFT | MICROSOFT CORP | $285.49万 | 2.36% | 7,712 | -150 | -1.9% | -$5.55万 | 减仓 |
| AMZN | AMAZON COM INC | $242.86万 | 2.01% | 11,661 | -71 | -0.6% | -$1.48万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $225.03万 | 1.86% | 9,470 | 321 | 3.5% | $7.63万 | 加仓 |
| APP | APPLOVIN CORP | $223.60万 | 1.85% | 5,618 | -343 | -5.8% | -$13.65万 | 减仓 |
| — | EXXON MOBIL CORP | $210.39万 | 1.74% | 12,401 | 60 | 0.5% | $1.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $199.29万 | 1.65% | 6,940 | -200 | -2.8% | -$5.74万 | 减仓 |
| KLAC | KLA CORP | $176.98万 | 1.47% | 1,202 | -18 | -1.5% | -$2.65万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $175.76万 | 1.46% | 4,502 | -296 | -6.2% | -$11.56万 | 减仓 |
| ABBV | ABBVIE INC | $156.16万 | 1.29% | 7,180 | 8 | 0.1% | $1,740 | 加仓 |
| CAT | CATERPILLAR INC | $139.28万 | 1.15% | 1,966 | 103 | 5.5% | $7.30万 | 加仓 |
| CSX | CSX CORP | $138.20万 | 1.14% | 33,666 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $124.91万 | 1.03% | 2,903 | -13 | -0.4% | -$5,594 | 减仓 |
| QQQ | INVESCO QQQ TR | $124.11万 | 1.03% | 2,150 | 5 | 0.2% | $2,886 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.43万 | 1.01% | 2,534 | -128 | -4.8% | -$6.13万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $115.93万 | 0.96% | 12,378 | -450 | -3.5% | -$4.21万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $108.28万 | 0.90% | 9,658 | 470 | 5.1% | $5.27万 | 加仓 |
| MRK | MERCK & CO INC | $105.76万 | 0.88% | 8,792 | 8 | 0.1% | $962 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $105.62万 | 0.87% | 9,505 | -500 | -5.0% | -$5.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $104.85万 | 0.87% | 7,168 | 106 | 1.5% | $1.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.10万 | 0.85% | 4,177 | 3 | 0.1% | $733 | 加仓 |
| MA | MASTERCARD INCORPORATED | $97.68万 | 0.81% | 1,955 | -220 | -10.1% | -$10.99万 | 减仓 |
| TSLA | TESLA INC | $93.46万 | 0.77% | 2,514 | -262 | -9.4% | -$9.74万 | 减仓 |
| GOOG | ALPHABET INC | $91.94万 | 0.76% | 3,205 | -121 | -3.6% | -$3.47万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.10万 | 0.75% | 18,147 | -348 | -1.9% | -$1.75万 | 减仓 |
| USFD | US FOODS HLDG CORP | $89.49万 | 0.74% | 9,705 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $83.39万 | 0.69% | 3,328 | 753 | 29.2% | $18.87万 | 加仓 |
| CSCO | CISCO SYS INC | $82.57万 | 0.68% | 10,642 | -100 | -0.9% | -$7,759 | 减仓 |
| MTZ | MASTEC INC | $81.46万 | 0.67% | 2,532 | -150 | -5.6% | -$4.83万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $80.32万 | 0.67% | 10,494 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $79.32万 | 0.66% | 28,247 | -50 | -0.2% | -$1,404 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $76.05万 | 0.63% | 7,357 | -76 | -1.0% | -$7,856 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $75.11万 | 0.62% | 839 | 6 | 0.7% | $5,371 | 加仓 |
| GE | GE AEROSPACE | $74.16万 | 0.61% | 2,613 | -5 | -0.2% | -$1,419 | 减仓 |
| AVGO | BROADCOM INC | $68.12万 | 0.56% | 2,201 | -204 | -8.5% | -$6.31万 | 减仓 |
| META | META PLATFORMS INC | $65.45万 | 0.54% | 1,144 | -416 | -26.7% | -$23.80万 | 减仓 |
| MO | ALTRIA GROUP INC | $63.15万 | 0.52% | 9,569 | -172 | -1.8% | -$1.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.76万 | 0.52% | 3,034 | 200 | 7.1% | $4.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $59.22万 | 0.49% | 6,376 | 6 | 0.1% | $557 | 加仓 |
| SNOW | SNOWFLAKE INC | $57.76万 | 0.48% | 3,830 | -210 | -5.2% | -$3.17万 | 减仓 |
| SO | SOUTHERN CO | $57.38万 | 0.48% | 5,945 | 1 | 0.0% | $97 | 加仓 |
| IVV | ISHARES TR | $57.09万 | 0.47% | 874 | 470 | 116.3% | $30.70万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.05万 | 0.46% | 4,565 | -12 | -0.3% | -$1,473 | 减仓 |
| T | AT&T INC | $56.04万 | 0.46% | 19,332 | -641 | -3.2% | -$1.86万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $55.20万 | 0.46% | 5,975 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.54万 | 0.45% | 1,854 | -646 | -25.8% | -$19.00万 | 减仓 |
| GEV | GE VERNOVA INC | $53.78万 | 0.45% | 616 | 69 | 12.6% | $6.02万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $53.23万 | 0.44% | 3,594 | 6 | 0.2% | $889 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $52.38万 | 0.43% | 11,414 | 264 | 2.4% | $1.21万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $51.67万 | 0.43% | 4,725 | -731 | -13.4% | -$7.99万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $51.03万 | 0.42% | 4,970 | -745 | -13.0% | -$7.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $49.16万 | 0.41% | 1,455 | 304 | 26.4% | $10.27万 | 加仓 |
| IMTB | ISHARES TR | $49.05万 | 0.41% | 11,193 | 1,207 | 12.1% | $5.29万 | 加仓 |
| WM | WASTE MGMT INC DEL | $48.09万 | 0.40% | 2,093 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.35万 | 0.39% | 1,401 | 34 | 2.5% | $1.15万 | 加仓 |
| ENB | ENBRIDGE INC | $46.24万 | 0.38% | 8,541 | -309 | -3.5% | -$1.67万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $43.99万 | 0.36% | 5,610 | -545 | -8.9% | -$4.27万 | 减仓 |
| CVS | CVS HEALTH CORP | $43.09万 | 0.36% | 6,000 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $42.85万 | 0.35% | 6,289 | 677 | 12.1% | $4.61万 | 加仓 |
| UNP | UNION PAC CORP | $42.82万 | 0.35% | 1,765 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $39.44万 | 0.33% | 7,675 | -500 | -6.1% | -$2.57万 | 减仓 |
| CIEN | CIENA CORP | $39.21万 | 0.32% | 1,010 | 1,010 | — | $39.21万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $39.05万 | 0.32% | 2,693 | 13 | 0.5% | $1,885 | 加仓 |
| HD | HOME DEPOT INC | $38.84万 | 0.32% | 1,181 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $38.21万 | 0.32% | 2,311 | 1 | 0.0% | $165 | 加仓 |
| DON | WISDOMTREE TR | $37.64万 | 0.31% | 7,165 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $37.59万 | 0.31% | 2,572 | -17 | -0.7% | -$2,484 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $37.52万 | 0.31% | 2,559 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $36.70万 | 0.30% | 1,126 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $35.02万 | 0.29% | 7,730 | 5 | 0.1% | $226 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.97万 | 0.29% | 2,421 | -148 | -5.8% | -$2.14万 | 减仓 |
| LQD | ISHARES TR | $33.69万 | 0.28% | 3,091 | 253 | 8.9% | $2.76万 | 加仓 |
| FIX | COMFORT SYS USA INC | $33.23万 | 0.28% | 241 | 241 | — | $33.23万 | 新建仓 |
| O | REALTY INCOME CORP | $31.49万 | 0.26% | 5,146 | -96 | -1.8% | -$5,874 | 减仓 |
| KO | COCA COLA CO | $31.47万 | 0.26% | 4,138 | 10 | 0.2% | $760 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.96万 | 0.26% | 476 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $29.84万 | 0.25% | 410 | 46 | 12.6% | $3.35万 | 加仓 |
| SBUX | STARBUCKS CORP | $29.43万 | 0.24% | 3,285 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $28.83万 | 0.24% | 1,066 | 1,066 | — | $28.83万 | 新建仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $28.74万 | 0.24% | 2,211 | -8 | -0.4% | -$1,040 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $28.46万 | 0.24% | 1,235 | 226 | 22.4% | $5.21万 | 加仓 |
| PEP | PEPSICO INC | $28.20万 | 0.23% | 1,816 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $28.05万 | 0.23% | 2,365 | -28 | -1.2% | -$3,321 | 减仓 |
| MPC | MARATHON PETE CORP | $26.59万 | 0.22% | 1,089 | -39 | -3.5% | -$9,523 | 重新持有 |
| D | DOMINION ENERGY INC | $26.16万 | 0.22% | 4,231 | -3 | -0.1% | -$185 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $25.91万 | 0.21% | 1,438 | -15 | -1.0% | -$2,703 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.90万 | 0.21% | 661 | 661 | — | $25.90万 | 新建仓 |
| BX | BLACKSTONE INC | $25.49万 | 0.21% | 2,217 | -5,947 | -72.8% | -$68.38万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $25.27万 | 0.21% | 1,170 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $24.76万 | 0.21% | 451 | 451 | — | $24.76万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $24.38万 | 0.20% | 1,653 | 1,653 | — | $24.38万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $24.03万 | 0.20% | 2,203 | -500 | -18.5% | -$5.45万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $23.29万 | 0.19% | 5,228 | 5,228 | — | $23.29万 | 新建仓 |