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Garton & Associates Financial Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Garton & Associates Financial Advisors LLC

No.9602
最新持仓市值 (Q2 2026)
$4,421.6万
环比变动 Q1 2026
-$7,801.7万-63.8%
持仓股票数
24
新买入
3
加仓
14
减仓
7
清仓
102
持股不变
0
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
苹果AAPL
12.47%4.16%$551.6万1.9万股$508.8万2.0万股-986股-4.92%减仓
博通AVGO
12.42%3.64%$549.0万1.5万股$445.3万1.4万股+147股+1.02%加仓
I景顺·NASDAQ 100 ETFQQQM
8.57%2.01%$378.8万1.3万股$246.0万1.0万股+2,150股+20.77%加仓
亚马逊AMZN
8.42%3.48%$372.5万1.6万股$424.8万2.0万股-4,771股-23.39%减仓
艾伯维ABBV
5.83%0.54%$257.6万1.0万股$65.9万3,028股+7,210股+238.11%加仓
AAMCORAMCR
4.8%1%$212.4万4.9万股$122.2万3.1万股+1.8万股+59.47%加仓
杜克能源DUK
4.8%1.72%$212.1万1.7万股$209.8万1.6万股+737股+4.60%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
4.73%1.45%$209.2万5.1万股$176.6万5.0万股+1,278股+2.58%加仓
T-MOBILE US COMTMUS
4.54%$200.8万1.2万股$00股+1.2万股新买入
V先锋领航白厅基金VYMI
3.92%1.27%$173.1万1.8万股$155.2万1.6万股+1,160股+7.04%加仓
百事可乐PEP
3.78%1.67%$167.2万1.2万股$204.7万1.3万股-833股-6.32%减仓
GENTEXGNTX
3.22%0.97%$142.2万5.6万股$118.6万5.4万股+2,000股+3.69%加仓
REPUBLIC BANCORP KYRBCAA
3.18%0.93%$140.7万1.6万股$113.3万1.6万股-490股-3.05%减仓
优步UBER
3.15%$139.5万1.9万股$00股+1.9万股新买入
可口可乐KO
3.07%0.93%$135.6万1.7万股$114.0万1.5万股+1,687股+11.25%加仓
E爱克斯龙EXC
3.05%1.33%$134.8万2.9万股$163.2万3.3万股-4,375股-13.14%减仓
HHASBROHAS
2.34%1.14%$103.4万1.3万股$139.4万1.5万股-2,370股-15.91%减仓
安桥ENB
1.9%0.69%$83.8万1.5万股$83.9万1.5万股-28股-0.18%减仓
COMCAST NEW CL ACMCSA
1.22%$53.9万2.2万股$00股+2.2万股新买入
辉瑞PFE
0.97%0.39%$42.7万1.8万股$47.6万1.7万股+779股+4.60%加仓
AAT&TT
0.95%0.46%$42.0万2.0万股$56.7万2.0万股+749股+3.83%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.93%0.21%$41.2万1.1万股$26.3万6,941股+4,267股+61.48%加仓
S嘉信策略信托SCHD
0.89%0.23%$39.5万1.2万股$28.5万9,303股+3,158股+33.95%加仓
S道富SPHY
0.85%0.22%$37.8万1.6万股$27.2万1.2万股+4,461股+38.30%加仓

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