Orographic Financial Advisors, LLC
AVON CO · SEC CIK 0002135775
$1.51亿2026Q2 申报市值
105持仓数
37.8%前十大占比 · 第一大 6.1%
8 / 9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
XOM 新建仓+$653.50万
UBER 新建仓+$69.70万
INTC 新建仓+$35.30万
LLY 新建仓+$25.00万
VTV 新建仓+$22.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$704.30万
OGN 减仓-$327.75万
VOO 清仓-$89.60万
AAPL 减仓-$52.59万
QQQ 清仓-$48.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -41,514 | -100.0% | -$704.30万 | 清仓 |
| VOO | VANGUARD S&P 500 ETF | $0 | 0.00% | 0 | -1,500 | -100.0% | -$89.60万 | 清仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $0 | 0.00% | 0 | -845 | -100.0% | -$48.70万 | 清仓 |
| AVGO | BROADCOM INC COM | $0 | 0.00% | 0 | -1,406 | -100.0% | -$43.50万 | 清仓 |
| KLAC | KLA CORP COM NEW | $0 | 0.00% | 0 | -2,650 | -100.0% | -$39.00万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $0 | 0.00% | 0 | -382 | -100.0% | -$38.00万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $0 | 0.00% | 0 | -8,542 | -100.0% | -$32.30万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | -1,095 | -100.0% | -$20.40万 | 清仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $0 | 0.00% | 0 | -6,584 | -100.0% | -$20.00万 | 清仓 |
| PMT | PENNYMAC MTG INVT TR COM | $9.60万 | 0.06% | 10,203 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $18.00万 | 0.12% | 13,234 | -240,966 | -94.8% | -$327.75万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $20.00万 | 0.13% | 1,578 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH | $20.20万 | 0.13% | 5,613 | 5,613 | — | $20.20万 | 新建仓 |
| VICI | VICI PPTYS INC COM | $20.50万 | 0.14% | 7,891 | 555 | 7.6% | $1.44万 | 加仓 |
| V | VISA INC COM CL A | $20.50万 | 0.14% | 572 | 572 | — | $20.50万 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $21.10万 | 0.14% | 4,065 | 4,065 | — | $21.10万 | 新建仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $22.00万 | 0.15% | 975 | 975 | — | $22.00万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $22.40万 | 0.15% | 1,245 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $23.10万 | 0.15% | 2,968 | -100 | -3.3% | -$7,783 | 减仓 |
| TFC | TRUIST FINL CORP COM | $23.10万 | 0.15% | 4,404 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGIN | $23.90万 | 0.16% | 4,573 | 60 | 1.3% | $3,136 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $24.10万 | 0.16% | 3,259 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $25.00万 | 0.17% | 205 | 205 | — | $25.00万 | 新建仓 |
| UNP | UNION PAC CORP COM | $25.20万 | 0.17% | 860 | -30 | -3.4% | -$8,791 | 减仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $27.30万 | 0.18% | 35,794 | 875 | 2.5% | $6,674 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $28.40万 | 0.19% | 1,204 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MA | $28.90万 | 0.19% | 758 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $29.00万 | 0.19% | 3,090 | -150 | -4.6% | -$1.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $29.30万 | 0.19% | 3,420 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED AD | $29.90万 | 0.20% | 2,395 | 277 | 13.1% | $3.46万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $30.50万 | 0.20% | 6,356 | -170 | -2.6% | -$8,158 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGA | $33.30万 | 0.22% | 13,272 | 20 | 0.2% | $502 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $33.30万 | 0.22% | 14,000 | -73 | -0.5% | -$1,736 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $33.90万 | 0.22% | 10,400 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $34.50万 | 0.23% | 9,847 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $35.00万 | 0.23% | 9,849 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $35.30万 | 0.23% | 3,502 | 3,502 | — | $35.30万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $35.80万 | 0.24% | 4,030 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $36.70万 | 0.24% | 1,625 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $37.90万 | 0.25% | 1,963 | 118 | 6.4% | $2.28万 | 加仓 |
| EDV | VANGUARD EXTENDED DURATION TREASURY | $38.30万 | 0.25% | 6,439 | -50 | -0.8% | -$2,974 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $40.30万 | 0.27% | 1,500 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LAR | $43.30万 | 0.29% | 4,401 | -52 | -1.2% | -$5,116 | 减仓 |
| PEP | PEPSICO INC COM | $44.50万 | 0.29% | 3,209 | -100 | -3.0% | -$1.39万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $45.80万 | 0.30% | 1,316 | -30 | -2.2% | -$1.04万 | 减仓 |
| F | FORD MTR CO COM | $46.70万 | 0.31% | 33,797 | 900 | 2.7% | $1.24万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $47.10万 | 0.31% | 7,481 | -11 | -0.1% | -$693 | 减仓 |
| MRK | MERCK & CO INC COM | $48.60万 | 0.32% | 3,657 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $49.20万 | 0.33% | 7,572 | -250 | -3.2% | -$1.62万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOP | $49.60万 | 0.33% | 9,562 | -95 | -1.0% | -$4,928 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $57.50万 | 0.38% | 5,534 | 455 | 9.0% | $4.73万 | 加仓 |
| AMGN | AMGEN INC COM | $60.00万 | 0.40% | 1,442 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND F | $62.30万 | 0.41% | 6,165 | 20 | 0.3% | $2,021 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $62.70万 | 0.41% | 10,089 | -328 | -3.1% | -$2.04万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $66.10万 | 0.44% | 17,915 | -133 | -0.7% | -$4,907 | 减仓 |
| META | META PLATFORMS INC CL A | $68.90万 | 0.46% | 1,192 | 18 | 1.5% | $1.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $69.50万 | 0.46% | 3,103 | 613 | 24.6% | $13.73万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $69.70万 | 0.46% | 9,253 | 9,253 | — | $69.70万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $74.50万 | 0.49% | 961 | -30 | -3.0% | -$2.33万 | 减仓 |
| MCK | MCKESSON CORP COM | $78.90万 | 0.52% | 899 | -4 | -0.4% | -$3,511 | 减仓 |
| SO | SOUTHERN CO COM | $79.30万 | 0.52% | 8,577 | -150 | -1.7% | -$1.39万 | 减仓 |
| WMT | WALMART INC COM | $82.20万 | 0.54% | 7,086 | -5 | -0.1% | -$580 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNO | $83.60万 | 0.55% | 12,760 | 4 | 0.0% | $262 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $86.90万 | 0.57% | 1,487 | -10 | -0.7% | -$5,844 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $93.70万 | 0.62% | 58,245 | -1,000 | -1.7% | -$1.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $98.10万 | 0.65% | 6,814 | -165 | -2.4% | -$2.38万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $102.40万 | 0.68% | 37,065 | 200 | 0.5% | $5,525 | 加仓 |
| ABBV | ABBVIE INC COM | $104.70万 | 0.69% | 4,211 | -788 | -15.8% | -$19.59万 | 减仓 |
| EXC | EXELON CORP COM | $104.90万 | 0.69% | 23,200 | 180 | 0.8% | $8,139 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $107.50万 | 0.71% | 22,884 | -1,277 | -5.3% | -$6.00万 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $110.20万 | 0.73% | 84,244 | -235 | -0.3% | -$3,074 | 减仓 |
| HD | HOME DEPOT INC COM | $110.80万 | 0.73% | 3,228 | -277 | -7.9% | -$9.51万 | 减仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUIT | $113.00万 | 0.75% | 34,059 | -159 | -0.5% | -$5,275 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $119.00万 | 0.79% | 49,456 | -490 | -1.0% | -$1.18万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $120.30万 | 0.80% | 15,100 | -1,640 | -9.8% | -$13.07万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $121.10万 | 0.80% | 20,471 | -15 | -0.1% | -$887 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $125.30万 | 0.83% | 3,662 | -108 | -2.9% | -$3.70万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 | $125.60万 | 0.83% | 13,815 | -199 | -1.4% | -$1.81万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $128.60万 | 0.85% | 45,295 | -494 | -1.1% | -$1.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $132.30万 | 0.88% | 7,110 | -115 | -1.6% | -$2.14万 | 减仓 |
| NNN | NNN REIT INC COM | $136.50万 | 0.90% | 29,802 | -75 | -0.3% | -$3,435 | 减仓 |
| BAC | BANK OF AMER CORP COM | $139.00万 | 0.92% | 21,450 | -225 | -1.0% | -$1.46万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $139.30万 | 0.92% | 18,837 | 264 | 1.4% | $1.95万 | 加仓 |
| MCD | MCDONALDS CORP COM | $144.60万 | 0.96% | 5,248 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $161.60万 | 1.07% | 9,485 | 390 | 4.3% | $6.64万 | 加仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILIT | $166.80万 | 1.10% | 21,446 | -59 | -0.3% | -$4,589 | 减仓 |
| KO | COCA COLA CO COM | $173.70万 | 1.15% | 20,040 | -500 | -2.4% | -$4.33万 | 减仓 |
| DIS | DISNEY WALT CO COM | $173.80万 | 1.15% | 16,838 | 1,009 | 6.4% | $10.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $186.60万 | 1.23% | 1,800 | -16 | -0.9% | -$1.66万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $199.60万 | 1.32% | 16,017 | -105 | -0.7% | -$1.31万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $205.30万 | 1.36% | 103,345 | 2,533 | 2.5% | $5.03万 | 加仓 |
| PFE | PFIZER INC COM | $210.30万 | 1.39% | 79,941 | 3,545 | 4.6% | $9.33万 | 加仓 |
| RTX | RTX CORPORATION COM | $218.60万 | 1.45% | 9,814 | -33 | -0.3% | -$7,351 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $225.60万 | 1.49% | 8,098 | 19 | 0.2% | $5,293 | 加仓 |
| AMZN | AMAZON COM INC COM | $232.20万 | 1.54% | 8,691 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $254.60万 | 1.68% | 9,761 | -246 | -2.5% | -$6.42万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $255.20万 | 1.69% | 83,674 | -114 | -0.1% | -$3,477 | 减仓 |
| SBUX | STARBUCKS CORP COM | $257.90万 | 1.71% | 23,780 | -355 | -1.5% | -$3.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $262.30万 | 1.74% | 7,185 | -645 | -8.2% | -$23.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $291.80万 | 1.93% | 91,989 | -2,478 | -2.6% | -$7.86万 | 减仓 |