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Purkiss Capital Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Purkiss Capital Advisors LLC

No.6218 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.63亿
环比变动 Q1 2026
+$3,522.2万+15.5%
持仓股票数
189
新买入
29
加仓
89
减仓
54
清仓
8
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
伯克希尔哈撒韦BRK.B
10.51%11.7%$2,759.4万5.5万股$2,662.0万5.6万股-406股-0.73%减仓
苹果AAPL
5.51%5.42%$1,448.3万5.0万股$1,233.2万4.9万股+1,460股+3.00%加仓
IiShares黄金信托IAU
5.24%7.25%$1,375.8万18.2万股$1,648.6万18.7万股-4,802股-2.57%减仓
微软MSFT
3.28%3.78%$861.3万2.3万股$860.4万2.3万股-153股-0.66%减仓
博通AVGO
3.2%2.25%$841.8万2.2万股$511.3万1.7万股+5,763股+34.88%加仓
英伟达NVDA
2.49%2.49%$655.0万3.3万股$567.1万3.3万股+217股+0.67%加仓
谷歌AGOOGL
2.35%2.24%$618.1万1.7万股$508.4万1.8万股-386股-2.18%减仓
PALO ALTOPANW
2.32%1.04%$610.1万1.8万股$236.0万1.5万股+3,170股+21.54%加仓
V先锋领航指数基金VOO
1.93%1.62%$506.1万7,368股$369.3万6,180股+1,188股+19.22%加仓
摩根大通JPM
1.81%1.78%$474.3万1.4万股$405.5万1.4万股+705股+5.11%加仓
AAlphabet Inc Class CGOOG
1.7%1.57%$445.4万1.3万股$356.8万1.2万股+168股+1.35%加仓
亚马逊AMZN
1.68%1.7%$441.6万1.9万股$387.0万1.9万股-52股-0.28%减仓
I景顺QQQ信托VOO
1.66%1.38%$435.9万5,919股$314.0万5,441股+478股+8.79%加仓
强生JNJ
1.33%1.45%$350.4万1.4万股$329.4万1.3万股+323股+2.40%加仓
I景顺交易所交易基金信托RSP
1.31%1.18%$345.3万1.6万股$268.8万1.4万股+2,221股+15.86%加仓
CCOREWEAVE INC CLASS ACRWV
1.17%1.27%$306.4万3.1万股$289.7万3.7万股-6,614股-17.68%减仓
好市多COST
1.13%0.73%$295.7万3,161股$165.2万1,658股+1,503股+90.65%加仓
万事达MA
1.12%1.22%$293.6万5,717股$277.7万5,558股+159股+2.86%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1.1%1.11%$288.1万4.3万股$251.7万3.9万股+3,250股+8.25%加仓
SSPDR行业精选信托XLK
1.1%0.75%$287.9万1.5万股$170.8万1.3万股+2,264股+17.62%加仓
VisaV
1.04%1.05%$273.0万7,958股$239.8万7,934股+24股+0.30%加仓
IiShares安硕信托IDEV
1%1.1%$263.0万3.0万股$251.2万3.0万股-514股-1.71%减仓
SSPDR黄金信托GLD
0.98%1.4%$257.4万6,988股$317.7万7,382股-394股-5.34%减仓
SSPDR道富系列信托SDY
0.95%1.06%$250.3万1.6万股$241.2万1.7万股-82股-0.50%减仓
T赛默飞世尔TMO
0.95%1%$248.7万4,961股$227.1万4,620股+341股+7.38%加仓
卡特彼勒CAT
0.92%0.59%$240.5万2,258股$135.0万1,905股+353股+18.53%加仓
雪佛龙CVX
0.9%1.27%$235.8万1.4万股$289.9万1.4万股+211股+1.51%加仓
钢铁动力STLD
0.9%0.75%$235.1万1.0万股$170.6万9,476股+771股+8.14%加仓
沃尔玛WMT
0.88%1.09%$232.4万2.1万股$249.0万2.0万股+486股+2.43%加仓
WELLTOWER COMWELL
0.88%0.78%$231.7万1.0万股$176.8万8,943股+1,265股+14.15%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.88%1.16%$230.1万4.7万股$264.7万4.8万股-1,280股-2.67%减仓
IiShares安硕·MSCIQUAL
0.85%0.83%$223.7万1.0万股$189.6万9,883股+314股+3.18%加仓
GE VernovaGEV
0.83%0.69%$218.7万1,862股$158.0万1,811股+51股+2.82%加仓
LAMAR ADVERTISINGLAMR
0.81%0.66%$213.7万1.4万股$149.9万1.2万股+1,867股+15.77%加仓
百时美施贵宝BMY
0.8%0.98%$211.0万3.7万股$222.1万3.7万股00.00%持仓不变
BBANK OF AMERBAC
0.76%0.72%$198.7万3.5万股$163.4万3.4万股+1,355股+4.04%加仓
台积电TSM
0.75%0.62%$196.6万4,117股$140.1万4,145股-28股-0.68%减仓
G通用动力VTI
0.74%0.74%$193.6万5,232股$168.2万5,242股-10股-0.19%减仓
雷神技术RTX
0.73%0.89%$190.6万1.0万股$202.4万1.0万股-446股-4.25%减仓
N新纪元能源NEE
0.65%0.71%$171.3万2.0万股$161.9万1.7万股+2,087股+11.97%加仓
SSPDR标普500 ETFSPY
0.64%0.74%$169.3万2,267股$168.0万2,583股-316股-12.23%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.64%0.53%$167.8万5,874股$119.7万5,755股+119股+2.07%加仓
美国电力AEP
0.6%0.64%$157.0万1.1万股$145.3万1.1万股+391股+3.53%加仓
VALERO ENERGY COMVLO
0.5%0.62%$132.4万5,084股$140.0万5,667股-583股-10.29%减仓
帕兰提尔PLTR
0.5%0.65%$132.3万1.1万股$147.4万1.0万股+1,262股+12.52%加仓
V先锋领航白厅基金VYM
0.5%0.38%$131.0万8,289股$86.8万5,862股+2,427股+41.40%加仓
V先锋领航指数基金VTV
0.49%0.47%$128.9万5,916股$107.3万5,468股+448股+8.19%加仓
Phillips 66PSX
0.47%0.67%$122.4万7,242股$151.3万8,303股-1,061股-12.78%减仓
PPNC FINL SVCS COMVXF
0.46%0.47%$121.8万4,945股$107.3万5,154股-209股-4.06%减仓
BWX科技BWXT
0.45%0.18%$119.4万6,135股$41.6万2,035股+4,100股+201.47%加仓

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