6th Street Advisors, LLC
DAPHNE AL · SEC CIK 0002102803
$1.74亿2026Q2 申报市值
61持仓数
78.9%前十大占比 · 第一大 17.1%
6 / 4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
ETF SER SOLUTION 新建仓+$83.20万
AVGO 加仓+$38.03万
MU 新建仓+$28.86万
UPSD 加仓+$27.74万
SWK 新建仓+$24.00万
2026Q2 卖出最多 按季末市值估算
CAG 清仓-$34.94万
BR 清仓-$34.63万
IBIT 清仓-$22.97万
FBTC 清仓-$22.96万
DUBS 减仓-$18.54万
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 |
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -22,228 | -100.0% | -$34.94万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,119 | -100.0% | -$34.63万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,978 | -100.0% | -$22.97万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,889 | -100.0% | -$22.96万 | 清仓 |
| GOOGL | ALPHABET INC | $20.55万 | 0.12% | 575 | 575 | — | $20.55万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.71万 | 0.12% | 2,400 | 2,400 | — | $21.71万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $23.36万 | 0.13% | 846 | 846 | — | $23.36万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.74万 | 0.14% | 2,035 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $24.00万 | 0.14% | 2,550 | 2,550 | — | $24.00万 | 新建仓 |
| META | META PLATFORMS INC | $25.40万 | 0.15% | 451 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $26.94万 | 0.15% | 1,625 | 1 | 0.1% | $166 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $28.86万 | 0.17% | 250 | 250 | — | $28.86万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $29.12万 | 0.17% | 3,207 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.39万 | 0.17% | 860 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.70万 | 0.18% | 410 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $31.20万 | 0.18% | 3,111 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $31.76万 | 0.18% | 1,583 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $33.43万 | 0.19% | 6,336 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.69万 | 0.19% | 13,990 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $34.65万 | 0.20% | 12,292 | 1,688 | 15.9% | $4.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.76万 | 0.21% | 1,687 | 67 | 4.1% | $1.46万 | 加仓 |
| NOW | SERVICENOW INC | $37.93万 | 0.22% | 3,821 | 702 | 22.5% | $6.97万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $38.64万 | 0.22% | 2,337 | 200 | 9.4% | $3.31万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $41.51万 | 0.24% | 13,627 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $43.57万 | 0.25% | 2,478 | 36 | 1.5% | $6,329 | 加仓 |
| PGR | PROGRESSIVE CORP | $44.59万 | 0.26% | 2,041 | 192 | 10.4% | $4.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.64万 | 0.26% | 5,540 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.48万 | 0.26% | 5,280 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $46.67万 | 0.27% | 1,002 | 68 | 7.3% | $3.17万 | 加仓 |
| IVW | ISHARES TR | $47.97万 | 0.28% | 3,488 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $54.27万 | 0.31% | 5,670 | -75 | -1.3% | -$7,179 | 减仓 |
| AAPL | APPLE INC | $54.81万 | 0.31% | 1,894 | -183 | -8.8% | -$5.30万 | 减仓 |
| APH | AMPHENOL CORP | $56.33万 | 0.32% | 3,190 | 322 | 11.2% | $5.69万 | 加仓 |
| ETR | ENTERGY CORP NEW | $59.92万 | 0.34% | 5,217 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $59.95万 | 0.34% | 1,604 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $68.40万 | 0.39% | 950 | 3 | 0.3% | $2,160 | 加仓 |
| WMT | WALMART INC | $68.60万 | 0.39% | 6,057 | 209 | 3.6% | $2.37万 | 加仓 |
| GEV | GE VERNOVA INC | $71.46万 | 0.41% | 608 | -3 | -0.5% | -$3,526 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.43万 | 0.42% | 3,404 | -787 | -18.8% | -$16.75万 | 减仓 |
| AVGO | BROADCOM INC | $73.80万 | 0.42% | 1,954 | 1,007 | 106.3% | $38.03万 | 加仓 |
| V | VISA INC | $74.03万 | 0.43% | 2,158 | 62 | 3.0% | $2.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $76.55万 | 0.44% | 2,161 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $78.22万 | 0.45% | 2,390 | 55 | 2.4% | $1.80万 | 加仓 |
| AMZN | AMAZON COM INC | $81.13万 | 0.47% | 3,404 | 25 | 0.7% | $5,958 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $81.48万 | 0.47% | 16,686 | 1 | 0.0% | $49 | 加仓 |
| — | ETF SER SOLUTIONS | $83.20万 | 0.48% | 30,166 | 30,166 | — | $83.20万 | 新建仓 |
| MSFT | MICROSOFT CORP | $85.52万 | 0.49% | 2,293 | 78 | 3.5% | $2.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $87.41万 | 0.50% | 4,368 | -51 | -1.2% | -$1.02万 | 减仓 |
| — | EXXON MOBIL CORP | $87.74万 | 0.50% | 6,417 | -242 | -3.6% | -$3.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.65万 | 0.52% | 6,182 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $101.75万 | 0.58% | 17,774 | 2 | 0.0% | $114 | 加仓 |
| VMC | VULCAN MATLS CO | $106.20万 | 0.61% | 3,600 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $174.27万 | 1.00% | 5,752 | 251 | 4.6% | $7.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $418.18万 | 2.40% | 70,059 | -89 | -0.1% | -$5,312 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $534.89万 | 3.07% | 189,679 | 9,836 | 5.5% | $27.74万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $588.73万 | 3.38% | 267,850 | 1,536 | 0.6% | $3.38万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $842.71万 | 4.84% | 315,084 | -2,102 | -0.7% | -$5.62万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $994.06万 | 5.71% | 235,616 | 775 | 0.3% | $3.27万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,019.17万 | 5.86% | 115,973 | -976 | -0.8% | -$8.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,079.02万 | 6.20% | 151,441 | -1,152 | -0.8% | -$8.21万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $1,194.52万 | 6.86% | 214,664 | -325 | -0.2% | -$1.81万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $1,295.50万 | 7.44% | 311,082 | -4,451 | -1.4% | -$18.54万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $1,559.54万 | 8.96% | 567,413 | 1,044 | 0.2% | $2.87万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $2,176.99万 | 12.51% | 757,215 | 1,219 | 0.2% | $3.50万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $2,974.57万 | 17.09% | 644,684 | -3,554 | -0.5% | -$16.40万 | 减仓 |