Tounjian Advisory Partners, LLC 13F 持仓 · 2026年Q2
Tounjian Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 777 只证券，申报市值合计 2.34 亿美元。前几大持仓：FTGS（16.45%）、BUFR（3.87%）、AAPL（3.66%）。本季前 25 大持仓中：新建仓 11 只、增持 9 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTGS | FIRST TR EXCHANGE-TRADED FD | $38.5M | 16.45% | 1.0M | 新建仓 |
| 2 | BUFR | FIRST TR EXCHNG TRADED FD VI | $9.0M | 3.87% | 247,491 | 新建仓 |
| 3 | AAPL | APPLE INC | $8.5M | 3.66% | 29,546 | 减持 |
| 4 | UDEC | INNOVATOR ETFS TRUST | $7.5M | 3.22% | 180,440 | 新建仓 |
| 5 | NVDA | NVIDIA CORPORATION | $7.0M | 3.01% | 35,198 | 减持 |
| 6 | AMZN | AMAZON COM INC | $5.6M | 2.38% | 23,327 | 减持 |
| 7 | GE | GE AEROSPACE | $5.0M | 2.13% | 13,301 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $4.9M | 2.09% | 13,120 | 减持 |
| 9 | SPCX | SPACE EXPLORATION TECHN CORP | $4.9M | 2.08% | 28,478 | 新建仓 |
| 10 | TSLA | TESLA INC | $4.7M | 2.01% | 11,162 | 增持 |
| 11 | MISL | FIRST TR EXCHANGE-TRADED FD | $4.7M | 2.00% | 101,945 | 新建仓 |
| 12 | CSCO | CISCO SYS INC | $4.4M | 1.87% | 37,172 | 减持 |
| 13 | HD | HOME DEPOT INC | $4.4M | 1.86% | 12,355 | 增持 |
| 14 | WMT | WALMART INC | $4.3M | 1.83% | 37,785 | 增持 |
| 15 | BA | BOEING CO | $4.0M | 1.72% | 18,529 | 新建仓 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 1.71% | 4,268 | 增持 |
| 17 | GRMN | GARMIN LTD | $3.9M | 1.68% | 16,520 | 新建仓 |
| 18 | MCD | MCDONALDS CORP | $3.8M | 1.64% | 14,190 | 增持 |
| 19 | MAYW | AIM ETF PRODUCTS TRUST | $3.7M | 1.58% | 105,999 | 新建仓 |
| 20 | NFLX | NETFLIX INC. | $3.6M | 1.53% | 50,112 | 增持 |
| 21 | ORCL | ORACLE CORP | $3.4M | 1.45% | 23,173 | 增持 |
| 22 | UNH | UNITEDHEALTH GROUP INC | $3.2M | 1.38% | 7,748 | 新建仓 |
| 23 | SPYM | SPDR SERIES TRUST | $3.2M | 1.37% | 36,543 | 新建仓 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.36% | 4,264 | 新建仓 |
| 25 | VOO | VANGUARD INDEX FDS | $3.2M | 1.36% | 4,619 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR