6th Street Advisors, LLC

CIK 2102803 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$174.0M
按 13F 价值排名第 6926（共 9443） · 前 73.3%
持仓
61
截至
2026年6月30日

投资组合价值同比（季度）：+9.5% 13F不披露现金

前十大持仓权重
78.86%
前二十五大持仓权重
91.28%
持仓高于 1%
13
有效持仓数量
12.6

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 1.22% 估计买入 $3996794 · 卖出 $2026160

新仓位
6
增加
26
减少
13
已结清
4
本页内容

行业细分

Industrials
2.9%
Technology
2.4%
Energy
1.4%
Retail
0.9%
Financials
0.9%
Financial Services
0.8%
Utilities
0.7%
Consumer Staples
0.6%
Health Care
0.6%
Consumer products
0.5%
Communication Services
0.4%
Real Estate
0.2%
其他/未映射
87.8%

完整投资组合 61 持仓

类型 连胜 8个季度趋势
ACIO $29745702 17.09% 644684 $2545651 下跌 ×1
DRSK $21769927 12.51% 757215 $1108560 上涨 ×1
IDUB $15595353 8.96% 567413 $1623037 上涨 ×1
DUBS $12955022 7.44% 311082 $1576896 下跌 ×1
ADME $11945177 6.86% 214664 $1318266 下跌 ×1
VEA $10790204 6.20% 151441 $1012032 下跌 ×1
SPYM $10191670 5.86% 115973 $1240356 下跌 ×1
OSCV $9940648 5.71% 235616 $678537 上涨 ×1
DEFR $8427142 4.84% 315084 $-9593 下跌 ×1
JUCY $5887340 3.38% 267850 $-11519 上涨 ×1
UPSD $5348946 3.07% 189679 $762951 上涨 ×1
VWO $4181792 2.40% 70059 $390308 下跌 ×1
QQQM Invesco NASDAQ 100 ETF $1742683 1.00% 5752 $435535 上涨 ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $1062036 0.61% 3600 $81756
TSN Tyson Foods, Inc. Common Stock $1017547 0.58% 17774 $-121119 上涨 ×1
PG Procter & Gamble Company (The) Common Stock $906528 0.52% 6182 $13600
XOM Exxon Mobil Corporation Common Stock $877396 0.50% 6417 $-252368 下跌 ×1
NVDA NVIDIA Corporation - Common Stock $874084 0.50% 4368 $103304 下跌 ×1
MSFT Microsoft Corporation - Common Stock $855175 0.49% 2293 $35102 上涨 ×1
JULB $831978 0.48% 30166 上涨 ×1
OXY Occidental Petroleum Corporation Common Stock $814797 0.47% 16686 $-274041 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $811309 0.47% 3404 $107565 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $782250 0.45% 2390 $95287 上涨 ×1
GD General Dynamics Corporation Common Stock $765513 0.44% 2161 $23815
V Visa Inc. $740275 0.43% 2158 $106909 上涨 ×1
AVGO Broadcom Inc. - Common Stock $737968 0.42% 1954 $444930 上涨 ×1
RSP $724338 0.42% 3404 $-80015 下跌 ×1
GEV GE Vernova Inc. Common Stock $714619 0.41% 608 $181277 下跌 ×1
WMT Walmart Inc. - Common Stock $686031 0.39% 6057 $-42126 上涨 ×1
PWR Quanta Services, Inc. Common Stock $684038 0.39% 950 $164116 上涨 ×1
GE GE Aerospace Common Stock $599463 0.34% 1604 $143542
ETR Entergy Corporation Common Stock $599225 0.34% 5217 $13043
APH Amphenol Corporation Common Stock $563258 0.32% 3190 $200216 上涨 ×1
AAPL Apple Inc. - Common Stock $548070 0.31% 1894 $20929 下跌 ×1
SO Southern Company (The) Common Stock $542719 0.31% 5670 $-11832 下跌 ×1
IVW $479705 0.28% 3488 $85177
CHE Chemed Corp $466724 0.27% 1002 $113878 上涨 ×1
VUG $454819 0.26% 5280 $70444 上涨 ×1
VO $446358 0.26% 5540 $48614 上涨 ×1
PGR Progressive Corporation (The) Common Stock $445877 0.26% 2041 $79315 上涨 ×1
FANG Diamondback Energy, Inc. - Common Stock $435661 0.25% 2478 $-47325 上涨 ×1
RF Regions Financial Corporation Common Stock $415147 0.24% 13627 $55599
AMT American Tower Corporation (REIT) Common Stock $386396 0.22% 2337 $17671 上涨 ×1
NOW ServiceNow, Inc. Common Stock $379349 0.22% 3821 $53258 上涨 ×1
VTV $367648 0.21% 1687 $49804 上涨 ×1
CPRT Copart, Inc. - Common Stock $346511 0.20% 12292 $-5542 上涨 ×1
PFE Pfizer, Inc. Common Stock $336879 0.19% 13990 $-55960
FNDF $334287 0.19% 6336 $24267
COF Capital One Financial Corporation Common Stock $317581 0.18% 1583 $28794
HOOD Robinhood Markets, Inc. - Class A Common Stock $311971 0.18% 3111 $96379
SPY SPY $306956 0.18% 410 $39580
GOOG Alphabet Inc. - Class C Capital Stock $303912 0.17% 860 $57174
SPTM $291164 0.17% 3207 $37619
MU Micron Technology, Inc. - Common Stock $288573 0.17% 250 上涨 ×1
CVX Chevron Corporation Common Stock $269428 0.15% 1625 $-66508 上涨 ×1
META Meta Platforms, Inc. - Class A Common Stock $254044 0.15% 451 $-3987
SWK Stanley Black & Decker, Inc. Common Stock $240006 0.14% 2550 上涨 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $237423 0.14% 2035 $-60257
NBIS Nebius Group N.V. - Class A Ordinary Shares $233640 0.13% 846 上涨 ×1
EW Edwards Lifesciences Corporation Common Stock $217104 0.12% 2400 上涨 ×1
GOOGL Alphabet Inc. - Class A Common Stock $205544 0.12% 575 上涨 ×1

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
JULB $831978 30166 0.48%
MU $288573 250 0.17%
SWK $240006 2550 0.14%
NBIS $233640 846 0.13%
EW $217104 2400 0.12%
GOOGL $205544 575 0.12%

季度涨幅榜

证券 操作 股份变动 价值变动
ACIO 削减 -4K +$2.5M
IDUB 增持 +1K +$1.6M
DUBS 削减 -4K +$1.6M
ADME 削减 -325 +$1.3M
SPYM 削减 -976 +$1.2M
DRSK 增持 +1K +$1.1M
VEA 削减 -1K +$1.0M
UPSD 增持 +10K +$763K
OSCV 增持 +775 +$679K
AVGO 增持 +1K +$445K

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
CAG 2026年6月30日 22228 $349424 19.4%
BR 2026年6月30日 2119 $346262 30.8%
IBIT 2026年6月30日 5978 $229675
FBTC 2026年6月30日 3889 $229568 不再跟踪