Uptick Partners, LLC 13F 持仓 · 2026年Q2
Uptick Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 337 只证券，申报市值合计 6.43 亿美元。前几大持仓：STXF（4.40%）、USFR（4.00%）、BUXX（3.63%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STXF | EA SERIES TRUST | $28.3M | 4.40% | 585,228 | 增持 |
| 2 | USFR | WISDOMTREE TR | $25.7M | 4.00% | 510,939 | 增持 |
| 3 | BUXX | EA SERIES TRUST | $23.3M | 3.63% | 1.2M | 增持 |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | $23.1M | 3.59% | 386,777 | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $20.8M | 3.24% | 30,316 | 增持 |
| 6 | AVLC | AMERICAN CENTY ETF TR | $19.5M | 3.04% | 216,968 | 增持 |
| 7 | STXV | EA SERIES TRUST | $17.5M | 2.72% | 461,106 | 减持 |
| 8 | STXG | EA SERIES TRUST | $16.8M | 2.62% | 304,649 | 减持 |
| 9 | ACYN | FIRST TR EXCHANGE-TRADED FD | $11.3M | 1.75% | 542,065 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $10.9M | 1.70% | 135,516 | 增持 |
| 11 | IVV | ISHARES TR | $10.0M | 1.55% | 13,303 | 增持 |
| 12 | SGVT | SCHWAB STRATEGIC TR | $9.7M | 1.51% | 96,513 | 减持 |
| 13 | VUG | VANGUARD INDEX FDS | $9.5M | 1.48% | 110,420 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $8.9M | 1.38% | 40,800 | 增持 |
| 15 | AAPL | APPLE INC | $8.1M | 1.27% | 28,148 | 增持 |
| 16 | IVW | ISHARES TR | $8.1M | 1.25% | 58,555 | 增持 |
| 17 | CGCB | CAPITAL GRP FIXED INCM ETF T | $7.7M | 1.20% | 295,352 | 增持 |
| 18 | CORO | BLACKROCK ETF TRUST | $7.5M | 1.17% | 205,733 | 增持 |
| 19 | QQQ | INVESCO QQQ TR | $7.3M | 1.13% | 9,852 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $7.1M | 1.11% | 19,084 | 增持 |
| 21 | IVE | ISHARES TR | $7.0M | 1.09% | 30,955 | 增持 |
| 22 | DYNF | BLACKROCK ETF TRUST | $6.9M | 1.08% | 101,873 | 减持 |
| 23 | AMZN | AMAZON COM INC | $6.6M | 1.02% | 27,513 | 增持 |
| 24 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.5M | 1.01% | 131,550 | 增持 |
| 25 | DFEB | FIRST TR EXCHNG TRADED FD VI | $6.1M | 0.95% | 121,216 | 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