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Artesa Financial Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Artesa Financial Group, LLC

No.8866 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.17亿
环比变动 Q1 2026
+$1,215.4万+11.6%
持仓股票数
62
新买入
10
加仓
30
减仓
13
清仓
3
持股不变
9
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
NUVEEN AMT FREE MUN CR FNVG
11.41%13.09%$1,335.7万104.3万股$1,373.7万111.4万股-7.1万股-6.34%减仓
IINVESCO T DYNMC SEMICNDTPSI
10.46%5.8%$1,224.2万6.5万股$608.2万6.4万股+730股+1.13%加仓
I景顺·S&PSPHQ
9.07%7.51%$1,061.8万11.8万股$787.4万10.5万股+1.3万股+12.53%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
8.03%8.75%$940.5万17.9万股$917.8万17.5万股+4,828股+2.76%加仓
V先锋领航指数基金VTV
6.98%6.1%$817.2万3.7万股$640.3万3.3万股+4,865股+14.91%加仓
I景顺交易所交易基金信托PPA
6.3%6.54%$737.7万4.2万股$685.6万4.1万股+382股+0.92%加仓
AAMPLIFY ETF TRHACK
5.09%4.02%$595.4万5.7万股$421.2万5.6万股+644股+1.15%加仓
SSPDR道富系列信托BIL
4.9%4.22%$573.2万6.3万股$443.1万4.8万股+1.4万股+29.35%加仓
AALPS ETF信托AMLP
3.99%4.21%$466.8万9.0万股$441.6万8.4万股+6,148股+7.33%加仓
SSPDR黄金信托GLD
3.11%3.86%$363.6万9,870股$405.0万9,412股+458股+4.87%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
2.73%3.09%$319.4万6.3万股$323.9万6.5万股-1,989股-3.07%减仓
IISHARES U.S. ENERGY ETFIYE
2.34%2.97%$273.4万4.8万股$311.3万4.8万股+243股+0.51%加仓
V先锋领航·HEALTHVHT
2.23%2.3%$260.5万8,711股$241.5万8,869股-158股-1.78%减仓
IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC
1.75%1.43%$205.3万1.9万股$150.5万1.7万股+2,094股+12.29%加仓
V先锋领航斯科茨代尔基金VGIT
1.53%0.89%$179.4万3.0万股$93.8万1.6万股+1.5万股+93.08%加仓
SSPDR道富系列信托HYMB
1.28%1.29%$149.5万5.9万股$134.8万5.4万股+4,379股+8.05%加仓
微软MSFT
1.23%1.4%$144.1万3,864股$146.6万3,960股-96股-2.42%减仓
亚马逊AMZN
1.11%1.1%$130.5万5,476股$115.7万5,556股-80股-1.44%减仓
CCSW INDUSTRIALSCSW
1.01%$117.8万4,231股$00股+4,231股新买入
苹果AAPL
0.86%0.93%$100.2万3,462股$97.8万3,855股-393股-10.19%减仓
IiShares白银信托SLV
0.85%1.07%$99.9万1.9万股$112.2万1.6万股+2,205股+13.39%加仓
AMD超威AMD
0.83%0.32%$96.7万1,665股$33.9万1,665股00.00%持仓不变
SSPDR行业精选信托XLK
0.75%0.58%$88.2万4,629股$60.5万4,552股+77股+1.69%加仓
美光科技MU
0.67%0.26%$77.9万675股$27.1万801股-126股-15.73%减仓
V先锋领航白厅基金VNQ
0.66%0.7%$77.8万8,330股$73.6万8,320股+10股+0.12%加仓
伯克希尔哈撒韦BRK.B
0.59%0.62%$69.0万1,379股$65.5万1,367股+12股+0.88%加仓
壳牌SHEL
0.56%0.84%$66.1万8,519股$88.5万9,518股-999股-10.50%减仓
雪佛龙CVX
0.53%0.74%$61.9万3,737股$77.4万3,742股-5股-0.13%减仓
ENTERPRISE PRODS PARTNERS LEPD
0.49%0.6%$57.7万1.6万股$63.0万1.7万股-960股-5.77%减仓
英伟达NVDA
0.47%0.45%$54.9万2,744股$47.1万2,701股+43股+1.59%加仓
SSPDR行业精选信托XLE
0.45%0.48%$52.9万9,965股$50.2万8,194股+1,771股+21.61%加仓
G通用动力VTI
0.4%0.37%$46.8万1,266股$38.4万1,198股+68股+5.68%加仓
EENERGY TRANSFER L PET
0.38%0.45%$44.7万2.3万股$46.7万2.4万股-837股-3.46%减仓
英特尔INTC
0.37%$43.1万3,089股$00股+3,089股新买入
V先锋领航市政债券基金VTEB
0.36%0.3%$41.8万8,270股$31.3万6,277股+1,993股+31.75%加仓
IiShares安硕信托DVY
0.35%0.38%$40.6万2,600股$39.4万2,600股00.00%持仓不变
Targa资源TRGP
0.33%0.34%$38.8万1,446股$36.1万1,439股+7股+0.49%加仓
沃尔玛WMT
0.31%0.39%$36.5万3,222股$41.3万3,322股-100股-3.01%减仓
谷歌AGOOGL
0.3%0.25%$35.5万992股$25.9万900股+92股+10.22%加仓
IINVESCO DB PRECIOUS METALS FUNDDBP
0.3%0.4%$34.8万3,759股$41.7万3,793股-34股-0.90%减仓
NUVEEN AMT FREE QLTY MUNNEA
0.29%0.29%$34.0万2.9万股$30.5万2.7万股+1,810股+6.67%加仓
AALPS ETF信托ENFR
0.28%$32.3万8,485股$00股+8,485股新买入
V先锋领航·TOTALBND
0.26%0.26%$29.9万4,076股$26.9万3,656股+420股+11.49%加仓
S道富XLI
0.25%0.22%$29.8万1,610股$22.8万1,410股+200股+14.18%加仓
卡特彼勒CAT
0.25%$29.7万279股$00股+279股新买入
威瑞森VZ
0.23%0.31%$27.5万6,497股$32.6万6,494股+3股+0.05%加仓
台积电TSM
0.23%$27.3万572股$00股+572股新买入
KINDER MORGAN DEL COMKMI
0.22%$26.0万8,142股$00股+8,142股新买入
V先锋领航指数基金VOT
0.22%0.2%$25.2万823股$21.2万823股00.00%持仓不变
IiShares安硕信托GVI
0.22%$25.2万2,341股$00股+2,341股新买入

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