13FBOX
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. · 13F 持仓分析
期权收益计算器 机构排行

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

No.3088 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.49亿
环比变动 Q1 2026
+$1.07亿+14.4%
持仓股票数
165
新买入
13
加仓
87
减仓
23
清仓
1
持股不变
42
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
I景顺交易所交易基金信托RSP
8.84%9.09%$7,510.1万35.3万股$6,745.3万35.1万股+1,504股+0.43%加仓
SSPDR行业精选信托XLK
8.27%6.56%$7,021.1万36.9万股$4,866.3万36.6万股+2,364股+0.65%加仓
I景顺·RAFI US 1000 ETFPRF
5.79%5.97%$4,920.0万91.1万股$4,430.4万93.2万股-2.2万股-2.31%减仓
V先锋领航指数基金VOO
5.62%4.97%$4,771.5万6.5万股$3,687.2万6.4万股+912股+1.43%加仓
IiShares安硕·MSCIQUAL
4.36%4.35%$3,705.5万16.9万股$3,227.2万16.8万股+617股+0.37%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
4.29%4.75%$3,644.0万121.4万股$3,523.6万117.2万股+4.2万股+3.62%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
3.65%3.68%$3,097.6万4.4万股$2,732.3万4.4万股-260股-0.59%减仓
V先锋领航白厅基金VYM
3.32%3.64%$2,818.2万17.8万股$2,702.9万18.3万股-4,174股-2.29%减仓
苹果AAPL
3.02%3%$2,561.5万8.9万股$2,226.6万8.8万股+790股+0.90%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
2.47%2.63%$2,094.4万13.2万股$1,949.7万13.3万股-981股-0.74%减仓
BBANK OF AMERBAC
2.17%2.12%$1,842.0万32.3万股$1,575.4万32.3万股+103股+0.03%加仓
TTEXAS PACIFIC LAND CORPORATITPL
2.03%2.51%$1,722.5万3.9万股$1,865.4万3.9万股+50股+0.13%加仓
IiShares安硕·COREIJR
1.99%1.9%$1,691.7万11.4万股$1,407.2万11.3万股+866股+0.77%加仓
I景顺交易所交易基金信托XLG
1.94%1.86%$1,645.3万26.9万股$1,380.8万25.3万股+1.6万股+6.16%加仓
SSPDR行业精选信托XLY
1.72%1.79%$1,456.7万12.4万股$1,325.0万12.2万股+2,626股+2.16%加仓
IiShares安硕信托DGRO
1.69%1.83%$1,434.0万18.9万股$1,359.4万19.4万股-4,484股-2.31%减仓
IISHARES US FINANCIAL SERVICES ETFIYG
1.63%1.65%$1,388.2万15.3万股$1,223.4万14.8万股+5,761股+3.90%加仓
IiShares安硕信托HDV
1.42%1.64%$1,204.2万43.9万股$1,220.4万9.0万股+34.9万股+388.57%加仓
谷歌AGOOGL
1.35%1.19%$1,144.9万3.2万股$882.6万3.1万股+1,345股+4.38%加仓
SSPDR道富系列信托SDY
1.31%1.62%$1,115.7万7.3万股$1,199.5万8.2万股-8,874股-10.80%减仓
S道富XLI
1.28%1.23%$1,085.2万5.9万股$915.0万5.7万股+2,010股+3.55%加仓
英伟达NVDA
1.16%1.1%$981.5万4.9万股$819.8万4.7万股+2,045股+4.35%加仓
AAlphabet Inc Class CGOOG
1.13%1.06%$963.8万2.7万股$783.2万2.7万股-25股-0.09%减仓
S嘉信策略信托SCHD
1.02%1.14%$867.9万27.4万股$844.1万27.5万股-1,440股-0.52%减仓
SSPDR道富系列信托SJNK
0.99%1.1%$844.1万33.7万股$812.8万32.5万股+1.2万股+3.64%加仓
伯克希尔哈撒韦BRK.B
0.81%0.88%$690.4万1.4万股$650.4万1.4万股+225股+1.66%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.81%0.89%$689.1万13.1万股$656.9万12.5万股+6,500股+5.20%加仓
V先锋领航·FTSEVEA
0.8%0.76%$678.1万9.5万股$564.1万8.8万股+7,150股+8.12%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.77%0.76%$649.9万4.4万股$566.8万4.4万股+147股+0.33%加仓
埃克森美孚XOM
0.72%1.02%$612.7万4.5万股$759.8万4.5万股+32股+0.07%加仓
IiShares安硕信托IGIB
0.72%0.76%$610.8万11.5万股$564.2万10.6万股+8,875股+8.37%加仓
V先锋领航全球基金MGV
0.7%0.71%$591.1万3.6万股$525.9万3.6万股-115股-0.32%减仓
SSPDR标普500 ETFSPY
0.62%0.59%$527.0万7,057股$438.7万6,745股+312股+4.63%加仓
VVictory·CAP HLDGS INC DELVCTR
0.6%0.51%$513.7万6.1万股$378.6万5.8万股+3,298股+5.70%加仓
SSPDR行业精选信托XLF
0.6%0.63%$509.6万9.5万股$469.0万9.5万股+76股+0.08%加仓
SSPDR行业精选信托XLY
0.6%0.67%$508.7万4.7万股$501.0万4.5万股+2,295股+5.08%加仓
PALO ALTOPANW
0.59%0.31%$501.1万1.5万股$229.5万1.4万股+380股+2.65%加仓
强生JNJ
0.58%0.62%$491.6万1.9万股$457.9万1.9万股+622股+3.32%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.56%0.52%$475.5万3.0万股$383.8万3.0万股00.00%持仓不变
亚马逊AMZN
0.53%0.49%$453.8万1.9万股$361.2万1.7万股+1,697股+9.79%加仓
V先锋领航指数基金VXF
0.53%0.5%$448.3万1.8万股$374.8万1.8万股00.00%持仓不变
微软MSFT
0.53%0.44%$446.5万1.2万股$323.9万8,749股+3,222股+36.83%加仓
AAZZAZZ
0.45%0.42%$385.4万2.5万股$311.0万2.5万股00.00%持仓不变
XPOXPO
0.45%0.49%$385.0万1.9万股$367.0万1.9万股-107股-0.57%减仓
江森自控JCI
0.45%0.45%$380.1万2.6万股$331.2万2.5万股+722股+2.85%加仓
艾默生电气EMR
0.38%0.38%$325.1万2.3万股$284.9万2.2万股+966股+4.44%加仓
KEYSIGHT TECHNOLOGIESKEYS
0.38%0.34%$324.3万9,263股$255.9万9,063股+200股+2.21%加仓
PHILIP MORRIS INTLPM
0.38%0.38%$320.9万1.8万股$283.6万1.7万股+590股+3.44%加仓
沃尔玛WMT
0.37%0.45%$312.0万2.8万股$334.3万2.7万股+652股+2.42%加仓
安费诺APH
0.36%0.27%$304.9万1.7万股$199.7万1.6万股+1,486股+9.40%加仓

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