Henson-Edgewater Management, LLC
AVON OH · SEC CIK 0002115631
$1.92亿2026Q2 申报市值
66持仓数
58.9%前十大占比 · 第一大 12.9%
4 / 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
CRWD 加仓+$190.62万
PLTR 加仓+$92.50万
OEF 加仓+$85.91万
NVDA 加仓+$41.21万
TRFK 新建仓+$40.12万
2026Q2 卖出最多 按季末市值估算
XOVR 清仓-$268.88万
EXXON MOBIL CORP 清仓-$97.05万
AAPL 减仓-$66.59万
UBER 清仓-$61.49万
ET 减仓-$52.70万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,472.67万 | 12.88% | 81,809 | -2,203 | -2.6% | -$66.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,404.00万 | 7.31% | 82,086 | 5,408 | 7.1% | $92.50万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,182.61万 | 6.16% | 182,474 | -5,800 | -3.1% | -$37.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,106.83万 | 5.77% | 22,919 | -53 | -0.2% | -$2.56万 | 减仓 |
| AMZN | AMAZON COM INC | $1,089.51万 | 5.67% | 40,763 | 1,000 | 2.5% | $26.73万 | 加仓 |
| GOOG | ALPHABET INC | $1,023.71万 | 5.33% | 29,901 | 871 | 3.0% | $29.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $943.05万 | 4.91% | 19,151 | 68 | 0.4% | $3.35万 | 加仓 |
| META | META PLATFORMS INC | $728.78万 | 3.80% | 12,590 | 257 | 2.1% | $14.88万 | 加仓 |
| WMT | WALMART INC | $682.42万 | 3.55% | 58,824 | -568 | -1.0% | -$6.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $669.62万 | 3.49% | 7,348 | -157 | -2.1% | -$14.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $668.36万 | 3.48% | 29,826 | 1,839 | 6.6% | $41.21万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $541.94万 | 2.82% | 29,380 | -230 | -0.8% | -$4.24万 | 减仓 |
| BA | BOEING CO | $396.44万 | 2.06% | 17,147 | -675 | -3.8% | -$15.61万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $382.98万 | 1.99% | 11,744 | -305 | -2.5% | -$9.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $382.05万 | 1.99% | 10,462 | 300 | 3.0% | $10.96万 | 加仓 |
| LLY | ELI LILLY & CO | $369.62万 | 1.93% | 3,029 | 50 | 1.7% | $6.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $334.27万 | 1.74% | 8,754 | 470 | 5.7% | $17.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $333.30万 | 1.74% | 3,510 | 25 | 0.7% | $2.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $286.20万 | 1.49% | 4,030 | 558 | 16.1% | $39.63万 | 加仓 |
| ET | ENERGY TRANSFER L P | $277.85万 | 1.45% | 132,625 | -25,155 | -15.9% | -$52.70万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $264.39万 | 1.38% | 45,648 | -129 | -0.3% | -$7,472 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $259.34万 | 1.35% | 13,732 | -590 | -4.1% | -$11.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $254.16万 | 1.32% | 11,460 | 8,595 | 300.0% | $190.62万 | 加仓 |
| OEF | ISHARES TR | $229.14万 | 1.19% | 6,009 | 2,253 | 60.0% | $85.91万 | 加仓 |
| BX | BLACKSTONE INC | $222.18万 | 1.16% | 15,175 | -1,250 | -7.6% | -$18.30万 | 减仓 |
| ALL | ALLSTATE CORP | $221.30万 | 1.15% | 8,650 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $207.22万 | 1.08% | 6,327 | -10 | -0.2% | -$3,275 | 减仓 |
| TJX | TJX COS INC NEW | $203.20万 | 1.06% | 13,315 | 2,125 | 19.0% | $32.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $175.27万 | 0.91% | 37,307 | 500 | 1.4% | $2.35万 | 加仓 |
| PGR | PROGRESSIVE CORP | $160.59万 | 0.84% | 7,744 | -550 | -6.6% | -$11.41万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $121.54万 | 0.63% | 10,310 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $116.28万 | 0.61% | 3,183 | 99 | 3.2% | $3.62万 | 加仓 |
| CAT | CATERPILLAR INC | $116.19万 | 0.61% | 1,358 | 106 | 8.5% | $9.07万 | 加仓 |
| ITB | ISHARES TR | $107.79万 | 0.56% | 10,980 | -575 | -5.0% | -$5.64万 | 减仓 |
| MPC | MARATHON PETE CORP | $97.34万 | 0.51% | 2,795 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $88.73万 | 0.46% | 1,226 | -22 | -1.8% | -$1.59万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $80.33万 | 0.42% | 21,183 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $78.18万 | 0.41% | 15,620 | -1,550 | -9.0% | -$7.76万 | 减仓 |
| BOTZ | GLOBAL X FDS | $76.68万 | 0.40% | 20,280 | -350 | -1.7% | -$1.32万 | 减仓 |
| GEV | GE VERNOVA INC | $61.88万 | 0.32% | 595 | -16 | -2.6% | -$1.66万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $42.99万 | 0.22% | 4,530 | -2,480 | -35.4% | -$23.54万 | 减仓 |
| TRFK | PACER FDS TR | $40.12万 | 0.21% | 4,101 | 4,101 | — | $40.12万 | 新建仓 |
| IVV | ISHARES TR | $38.96万 | 0.20% | 502 | -90 | -15.2% | -$6.99万 | 减仓 |
| VGT | VANGUARD WORLD FD | $38.43万 | 0.20% | 3,160 | 824 | 35.3% | $10.02万 | 加仓 |
| MRK | MERCK & CO INC | $37.68万 | 0.20% | 2,835 | 870 | 44.3% | $11.56万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $36.95万 | 0.19% | 2,268 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $36.53万 | 0.19% | 1,064 | -828 | -43.8% | -$28.43万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $36.19万 | 0.19% | 33,978 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $35.77万 | 0.19% | 2,600 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.35万 | 0.16% | 2,176 | -30 | -1.4% | -$4,322 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.10万 | 0.16% | 1,318 | 445 | 51.0% | $10.50万 | 加仓 |
| AVGO | BROADCOM INC | $30.58万 | 0.16% | 735 | 70 | 10.5% | $2.91万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.52万 | 0.16% | 1,791 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $27.12万 | 0.14% | 2,170 | -275 | -11.2% | -$3.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.85万 | 0.14% | 3,130 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.95万 | 0.14% | 1,320 | 140 | 11.9% | $2.75万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.93万 | 0.14% | 250 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.46万 | 0.13% | 1,125 | -200 | -15.1% | -$4.53万 | 减仓 |
| V | VISA INC | $24.53万 | 0.13% | 682 | -330 | -32.6% | -$11.87万 | 减仓 |
| XTN | SPDR SERIES TRUST | $24.30万 | 0.13% | 2,195 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $23.77万 | 0.12% | 2,000 | 2,000 | — | $23.77万 | 新建仓 |
| NEM | NEWMONT CORP | $23.00万 | 0.12% | 1,952 | 13 | 0.7% | $1,532 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.29万 | 0.12% | 288 | 288 | — | $22.29万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.19万 | 0.12% | 805 | -833 | -50.9% | -$22.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.07万 | 0.11% | 550 | -575 | -51.1% | -$23.07万 | 减仓 |
| INTC | INTEL CORP | $20.07万 | 0.10% | 1,988 | 1,988 | — | $20.07万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $0 | 0.00% | 0 | -159,197 | -100.0% | -$268.88万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,720 | -100.0% | -$97.05万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,549 | -100.0% | -$61.49万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -650 | -100.0% | -$20.84万 | 清仓 |