Henson-Edgewater Management, LLC
AVON OH · SEC CIK 0002115631
$1.57亿2026Q1 申报市值
66持仓数
57.0%前十大占比 · 第一大 13.6%
2 / 1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
XOVR 加仓+$60.89万
COST 加仓+$45.84万
PLTR 加仓+$35.17万
AMD 加仓+$30.41万
CVX 新建仓+$24.41万
2026Q1 卖出最多 按季末市值估算
PBR 清仓-$47.46万
GOOG 减仓-$42.46万
AAPL 减仓-$31.24万
MSFT 减仓-$26.73万
MU 减仓-$22.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | -40,050 | -100.0% | -$47.46万 | 清仓 |
| VGT | VANGUARD WORLD FD | $20.40万 | 0.13% | 292 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $20.41万 | 0.13% | 2,195 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.58万 | 0.13% | 665 | -100 | -13.1% | -$3.10万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.84万 | 0.13% | 650 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $20.99万 | 0.13% | 1,939 | 1,939 | — | $20.99万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.15万 | 0.13% | 250 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.16万 | 0.13% | 873 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.64万 | 0.15% | 1,965 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $24.41万 | 0.16% | 1,180 | 1,180 | — | $24.41万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.37万 | 0.16% | 2,445 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $26.91万 | 0.17% | 2,268 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.07万 | 0.18% | 3,130 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $29.49万 | 0.19% | 2,600 | 227 | 9.6% | $2.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.45万 | 0.19% | 1,325 | -100 | -7.0% | -$2.30万 | 减仓 |
| V | VISA INC | $30.59万 | 0.19% | 1,012 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $30.91万 | 0.20% | 1,791 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.86万 | 0.20% | 2,206 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENGY INFRSTR & INC | $35.71万 | 0.23% | 33,978 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.67万 | 0.25% | 592 | -27 | -4.4% | -$1.76万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $48.58万 | 0.31% | 7,010 | 77 | 1.1% | $5,336 | 加仓 |
| MCD | MCDONALDS CORP | $50.91万 | 0.32% | 1,638 | -500 | -23.4% | -$15.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.86万 | 0.33% | 1,125 | -15 | -1.3% | -$6,915 | 减仓 |
| GEV | GE VERNOVA INC | $53.34万 | 0.34% | 611 | -50 | -7.6% | -$4.36万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.49万 | 0.39% | 8,549 | -300 | -3.4% | -$2.16万 | 减仓 |
| HD | HOME DEPOT INC | $62.23万 | 0.40% | 1,892 | 1 | 0.1% | $329 | 加仓 |
| MPC | MARATHON PETE CORP | $68.25万 | 0.43% | 2,795 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $68.53万 | 0.44% | 20,630 | -1,500 | -6.8% | -$4.98万 | 减仓 |
| — | ALPS ETF TR | $70.06万 | 0.45% | 17,170 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $72.03万 | 0.46% | 1,248 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $80.16万 | 0.51% | 21,183 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $87.52万 | 0.56% | 3,084 | 205 | 7.1% | $5.82万 | 加仓 |
| CAT | CATERPILLAR INC | $88.70万 | 0.56% | 1,252 | 52 | 4.3% | $3.68万 | 加仓 |
| — | EXXON MOBIL CORP | $97.05万 | 0.62% | 5,720 | -30 | -0.5% | -$5,090 | 减仓 |
| ITB | ISHARES TR | $104.63万 | 0.67% | 11,555 | -2,000 | -14.8% | -$18.11万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $111.85万 | 0.71% | 2,865 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $112.36万 | 0.71% | 10,310 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $119.47万 | 0.76% | 3,756 | 70 | 1.9% | $2.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $164.42万 | 1.05% | 8,294 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $178.70万 | 1.14% | 11,190 | 815 | 7.9% | $13.02万 | 加仓 |
| ALL | ALLSTATE CORP | $179.35万 | 1.14% | 8,650 | -300 | -3.4% | -$6.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $184.77万 | 1.18% | 36,807 | 50 | 0.1% | $2,510 | 加仓 |
| BX | BLACKSTONE INC | $188.87万 | 1.20% | 16,425 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $190.34万 | 1.21% | 14,322 | -20 | -0.1% | -$2,658 | 减仓 |
| VOO | VANGUARD INDEX FDS | $207.47万 | 1.32% | 3,472 | -35 | -1.0% | -$2.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $226.00万 | 1.44% | 45,777 | -23 | -0.1% | -$1,136 | 减仓 |
| TSLA | TESLA INC | $235.58万 | 1.50% | 6,337 | -65 | -1.0% | -$2.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $253.55万 | 1.61% | 7,505 | -670 | -8.2% | -$22.64万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $257.44万 | 1.64% | 12,049 | -220 | -1.8% | -$4.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $265.75万 | 1.69% | 8,284 | -424 | -4.9% | -$13.60万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $268.88万 | 1.71% | 159,197 | 36,048 | 29.3% | $60.89万 | 加仓 |
| LLY | ELI LILLY & CO | $274.00万 | 1.74% | 2,979 | 74 | 2.5% | $6.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $298.93万 | 1.90% | 10,162 | -587 | -5.5% | -$17.27万 | 减仓 |
| ET | ENERGY TRANSFER L P | $304.52万 | 1.94% | 157,780 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $347.26万 | 2.21% | 3,485 | 460 | 15.2% | $45.84万 | 加仓 |
| BA | BOEING CO | $354.71万 | 2.26% | 17,822 | -370 | -2.0% | -$7.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $467.32万 | 2.97% | 22,972 | 1,495 | 7.0% | $30.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $488.09万 | 3.10% | 27,987 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $490.64万 | 3.12% | 29,610 | -780 | -2.6% | -$12.92万 | 减仓 |
| META | META PLATFORMS INC | $705.62万 | 4.49% | 12,333 | 373 | 3.1% | $21.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $706.41万 | 4.49% | 19,083 | -722 | -3.6% | -$26.73万 | 减仓 |
| WMT | WALMART INC | $738.12万 | 4.70% | 59,392 | -604 | -1.0% | -$7.51万 | 减仓 |
| AMZN | AMAZON COM INC | $828.14万 | 5.27% | 39,763 | -1,061 | -2.6% | -$22.10万 | 减仓 |
| GOOG | ALPHABET INC | $832.77万 | 5.30% | 29,030 | -1,480 | -4.9% | -$42.46万 | 减仓 |
| BAC | BANK AMERICA CORP | $917.84万 | 5.84% | 188,274 | -3,100 | -1.6% | -$15.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,121.65万 | 7.13% | 76,678 | 2,404 | 3.2% | $35.17万 | 加仓 |
| AAPL | APPLE INC | $2,132.13万 | 13.56% | 84,012 | -1,231 | -1.4% | -$31.24万 | 减仓 |