13FBOX
Old Port Advisors · 13F 持仓分析
期权收益计算器 机构排行

Old Port Advisors

No.4207 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.08亿
环比变动 Q1 2026
+$7,321.3万+16.9%
持仓股票数
266
新买入
34
加仓
118
减仓
92
清仓
5
持股不变
22
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
希捷STX
5.77%2.89%$2,928.0万3.0万股$1,256.2万3.2万股-1,724股-5.38%减仓
康宁GLW
4.03%2.61%$2,046.3万8.0万股$1,133.4万8.3万股-3,248股-3.90%减仓
英特尔INTC
2.61%1.02%$1,322.4万9.5万股$443.5万10.1万股-5,798股-5.77%减仓
AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU
2.48%2.39%$1,256.5万27.2万股$1,039.0万24.8万股+2.3万股+9.34%加仓
微软MSFT
2.24%2.61%$1,138.5万3.1万股$1,133.8万3.1万股-108股-0.35%减仓
AALPS ETF信托SMTH
2.19%2.29%$1,109.5万43.1万股$994.1万38.6万股+4.5万股+11.67%加仓
IiShares黄金信托IAU
2.17%2.88%$1,103.9万14.6万股$1,253.1万14.2万股+4,054股+2.85%加仓
苹果AAPL
2.12%2.17%$1,075.0万3.7万股$940.5万3.7万股+91股+0.25%加仓
伯克希尔哈撒韦BRK.B
1.71%1.75%$867.4万1.7万股$759.1万1.6万股+1,494股+9.43%加仓
S嘉信策略信托SCHD
1.66%1.89%$843.6万26.6万股$818.8万26.7万股-841股-0.32%减仓
摩根大通JPM
1.66%1.71%$840.3万2.6万股$743.6万2.5万股+394股+1.56%加仓
卡特彼勒CAT
1.57%1.21%$797.6万7,489股$525.7万7,420股+69股+0.93%加仓
英伟达NVDA
1.52%1.53%$771.7万3.9万股$666.4万3.8万股+354股+0.93%加仓
博通AVGO
1.51%1.45%$766.6万2.0万股$630.9万2.0万股-89股-0.44%减仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
1.47%1.64%$744.7万12.4万股$711.2万12.3万股+1,444股+1.18%加仓
思科CSCO
1.34%1.05%$682.5万5.8万股$454.0万5.9万股-406股-0.69%减仓
IiShares安硕信托IBTI
1.17%0.78%$596.1万26.9万股$340.9万15.3万股+11.6万股+75.97%加仓
IINVESCO SHORT TERM TREASURY ETFTBLL
1.16%1.47%$586.8万5.6万股$639.5万6.1万股-5,000股-8.25%减仓
谷歌AGOOGL
1.15%1.03%$584.7万1.6万股$449.5万1.6万股+728股+4.66%加仓
IIBMIBM
1.14%1.15%$578.9万2.1万股$498.5万2.1万股+22股+0.11%加仓
HSBC SPON ADR NEWHSBC
1.11%1.12%$563.7万5.9万股$487.0万5.9万股+241股+0.41%加仓
IiShares安硕信托IEFA
1.03%1.1%$524.6万5.4万股$477.7万5.3万股+1,551股+2.94%加仓
WWisdomTree信托DEM
1%1.05%$506.7万9.4万股$457.1万9.2万股+2,210股+2.40%加仓
I景顺自营指数基金BSCS
0.88%1.02%$445.6万21.9万股$445.1万21.8万股+841股+0.39%加仓
RAYONIERRYN
0.87%0.97%$440.1万20.7万股$423.0万20.5万股+1,630股+0.79%加仓
NATIONAL GRID SPONSORED ADR NENGG
0.83%0.99%$422.4万5.1万股$431.3万5.1万股-10股-0.02%减仓
F富兰克林邓普顿ETF信托FLLA
0.81%1%$413.6万15.6万股$432.9万15.3万股+2,942股+1.92%加仓
ROYAL BK CDA COMRY
0.78%0.72%$397.2万1.9万股$311.1万1.9万股-38股-0.20%减仓
美光科技MU
0.78%0.29%$396.3万3,434股$125.8万3,724股-290股-7.79%减仓
I景顺自营指数基金BSCR
0.75%0.91%$380.4万19.4万股$396.4万20.2万股-8,044股-3.98%减仓
WASTE MGMT DELWM
0.74%0.91%$374.1万1.7万股$393.8万1.7万股-353股-2.06%减仓
GGlobal X基金MLPX
0.74%1.34%$373.4万5.1万股$582.6万7.9万股-2.8万股-35.66%减仓
IDEXX LABS COMIDXX
0.73%0.91%$369.9万7,027股$393.3万6,999股+28股+0.40%加仓
GSK SPONSORED ADRGSK
0.72%0.87%$364.5万7.0万股$379.0万6.9万股+874股+1.27%加仓
雪佛龙CVX
0.68%1%$343.9万2.1万股$436.1万2.1万股-329股-1.56%减仓
V先锋领航国际股票指数基金VNQI
0.67%0.76%$340.9万7.6万股$327.9万7.4万股+2,239股+3.03%加仓
诺华NVS
0.66%0.74%$333.3万2.1万股$322.3万2.1万股+165股+0.78%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
0.65%0.74%$329.8万17.8万股$321.8万17.2万股+5,119股+2.97%加仓
IiShares安硕信托IBTH
0.65%1.13%$329.4万14.7万股$491.4万21.9万股-7.2万股-32.78%减仓
UUNILEVER SPON ADR NEWUL
0.65%0.67%$329.1万5.5万股$292.8万5.1万股+3,343股+6.51%加仓
FIRST SOLAR COMFSLR
0.63%0.62%$320.8万1.4万股$269.1万1.4万股-47股-0.34%减仓
Citizens金融CFG
0.62%0.62%$313.0万4.5万股$267.4万4.5万股+75股+0.17%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.61%0.7%$310.8万6.1万股$302.0万6.0万股+1,794股+3.01%加仓
I景顺交易所交易基金IIBKLN
0.61%0.7%$307.1万15.1万股$303.8万14.9万股+1,911股+1.28%加仓
V先锋领航白厅基金VYM
0.6%0.67%$306.9万1.9万股$290.1万2.0万股-169股-0.86%减仓
VVODAFONE NEWVOD
0.59%0.78%$298.1万22.5万股$337.6万22.5万股+595股+0.26%加仓
Oaktree Specialty LendingOCSL
0.58%0.55%$295.6万24.8万股$239.9万21.2万股+3.5万股+16.60%加仓
R力拓BBP
0.58%0.66%$294.1万3.1万股$286.8万3.1万股+244股+0.79%加仓
安桥ENB
0.58%0.67%$293.4万5.4万股$290.8万5.4万股+425股+0.79%加仓
QUANTA SVCSPWR
0.57%0.5%$289.3万4,018股$218.1万3,972股+46股+1.16%加仓

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