Post Resch Tallon Group Inc.
CIK 2054476 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $144.6M
- 持仓
- 138
- 截至
- 2026年6月30日
按 13F 价值排名第 7513（共 9443） · 前 79.6%
投资组合价值同比（季度）：+16.9% 13F不披露现金
- 前十大持仓权重
- 44.37%
- 前二十五大持仓权重
- 66.83%
- 持仓高于 1%
- 26
- 有效持仓数量
- 31.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.61% 估计买入 $10416364 · 卖出 $3499078
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.8% 仍持有
- 新仓位
- 25
- 增加
- 47
- 减少
- 39
- 已结清
- 5
本页内容
行业细分
Technology
6.6%
Real Estate
5.7%
Healthcare
5.5%
Industrials
4.6%
Energy
2.9%
Telecommunication
1.3%
Financials
1.2%
Retail
1.2%
Communications
0.8%
Consumer Discretionary
0.5%
Communication Services
0.5%
Consumer Staples
0.4%
Materials
0.3%
Utilities
0.3%
其他/未映射
68.2%
完整投资组合 138 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $14981791 | 10.36% | 20005 | $1769077 | 下跌 ×1 | ||
| IWV | $11835757 | 8.19% | 27757 | $1355178 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $8414243 | 5.82% | 11426 | $1967024 | 上涨 ×3 | ||
| BNL Broadstone Net Lease, Inc. Common Stock | $5236994 | 3.62% | 253362 | $680072 | 上涨 ×1 | ||
| IJR | $5018919 | 3.47% | 33841 | $747538 | 下跌 ×1 | ||
| VIG | $4190553 | 2.90% | 17710 | $501470 | 上涨 ×1 | ||
| SPMD | $4094956 | 2.83% | 60612 | $481097 | 下跌 ×1 | ||
| COWZ | $3964312 | 2.74% | 63735 | $96537 | 上涨 ×4 | ||
| USRT | $3502077 | 2.42% | 52702 | $372765 | 下跌 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $2905585 | 2.01% | 95296 | $68188 | 上涨 ×6 | ||
| VEU | $2817649 | 1.95% | 33644 | $228810 | 下跌 ×6 | ||
| EXEL Exelixis, Inc. - Common Stock | $2742119 | 1.90% | 50397 | $275780 | 下跌 ×1 | ||
| IWP | $2519277 | 1.74% | 17207 | $303539 | 上涨 ×6 | ||
| BRKB | $2506120 | 1.73% | 5008 | $-389864 | 下跌 ×3 | ||
| ARKK | $2451513 | 1.70% | 30333 | $397630 | 上涨 ×2 | ||
| DGRO | $2376017 | 1.64% | 31350 | $219541 | 上涨 ×2 | ||
| PWB | $2292572 | 1.59% | 13609 | $1352824 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $2284310 | 1.58% | 8943 | $1021351 | 下跌 ×1 | ||
| IWY | $2212490 | 1.53% | 7613 | $256369 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1786766 | 1.24% | 4790 | $218449 | 上涨 ×5 | ||
| AAPL Apple Inc. - Common Stock | $1746844 | 1.21% | 6037 | $219674 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1727177 | 1.19% | 8632 | $246300 | 上涨 ×4 | ||
| JEPI | $1721336 | 1.19% | 30477 | $137351 | 上涨 ×1 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $1669408 | 1.15% | 41583 | $242616 | 下跌 ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1633355 | 1.13% | 9738 | $-384310 | |||
| IBM International Business Machines Corporation Common Stock | $1441245 | 1.00% | 5125 | $229370 | 上涨 ×3 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $1367681 | 0.95% | 28685 | $218910 | 上涨 ×1 | ||
| VB | $1296230 | 0.90% | 4276 | $231876 | 上涨 ×6 | ||
| CDXS Codexis, Inc. - Common Stock | $1273460 | 0.88% | 563478 | $298519 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1237574 | 0.86% | 9052 | $-266052 | 上涨 ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1123277 | 0.78% | 9563 | $368935 | 下跌 ×4 | ||
| ASUR Asure Software Inc - Common Stock | $1102636 | 0.76% | 138871 | $-87488 | |||
| KYN Kayne Anderson Energy Infrastructure Fund, Inc. | $1086277 | 0.75% | 78545 | $36740 | 上涨 ×1 | ||
| PAYX Paychex, Inc. - Common Stock | $1035039 | 0.72% | 10526 | $49339 | 下跌 ×1 | ||
| FBND | $1024526 | 0.71% | 22522 | $-14447 | 下跌 ×1 | ||
| NLY Annaly Capital Management Inc. Common Stock | $920647 | 0.64% | 41174 | $144386 | 上涨 ×1 | ||
| ARKG | $916614 | 0.63% | 21793 | $312708 | 下跌 ×1 | ||
| GLD | $910635 | 0.63% | 2472 | $-143904 | 上涨 ×2 | ||
| UBCP United Bancorp, Inc. - Common Stock | $884114 | 0.61% | 55675 | $227427 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $824656 | 0.57% | 3460 | $122972 | 上涨 ×2 | ||
| USMV | $775297 | 0.54% | 8038 | $44283 | 上涨 ×4 | ||
| PFE Pfizer, Inc. Common Stock | $735447 | 0.51% | 30542 | $-129016 | 上涨 ×3 | ||
| DLN | $682427 | 0.47% | 7085 | $31700 | 下跌 ×1 | ||
| SPEM | $628417 | 0.43% | 12136 | $57142 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $612102 | 0.42% | 521 | $142225 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $608246 | 0.42% | 8286 | $155472 | 上涨 ×1 | ||
| LEAD | $601715 | 0.42% | 6565 | $81840 | 下跌 ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $559187 | 0.39% | 17491 | ||||
| TSLA Tesla, Inc. - Common Stock | $552248 | 0.38% | 1313 | $74766 | 上涨 ×4 | ||
| GE GE Aerospace Common Stock | $548636 | 0.38% | 1468 | $118120 | 下跌 ×1 | ||
| SPY SPY | $548129 | 0.38% | 734 | $225837 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $532968 | 0.37% | 1116 | $130144 | 下跌 ×1 | ||
| COP ConocoPhillips Common Stock | $531028 | 0.37% | 5108 | $-127546 | |||
| EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest | $525872 | 0.36% | 53606 | $179985 | 上涨 ×3 | ||
| TPL Texas Pacific Land Corporation Common Stock | $508018 | 0.35% | 1161 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $499743 | 0.35% | 1968 | $14348 | 上涨 ×2 | ||
| INTC Intel Corporation - Common Stock | $495966 | 0.34% | 3552 | 上涨 ×1 | |||
| PK Park Hotels & Resorts Inc. Common Stock | $489030 | 0.34% | 34318 | $199874 | 上涨 ×1 | ||
| SPIP | $487098 | 0.34% | 18968 | $-4821 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $439727 | 0.30% | 3422 | $12364 | 下跌 ×1 | ||
| ICF | $432832 | 0.30% | 6400 | $44894 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $418729 | 0.29% | 1664 | $52682 | |||
| VWO | $409725 | 0.28% | 6864 | $34872 | 下跌 ×3 | ||
| SPTM | $408737 | 0.28% | 4502 | $44020 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $384172 | 0.27% | 1017 | $-19825 | 下跌 ×6 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $381961 | 0.26% | 2067 | $113685 | |||
| AMGN Amgen Inc. - Common Stock | $378053 | 0.26% | 1044 | $7809 | |||
| HPS John Hancock Preferred Income Fund III Preferred Income Fund III | $375661 | 0.26% | 25836 | $10975 | 上涨 ×6 | ||
| EVG Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund Common Shares of Beneficial Interest | $373065 | 0.26% | 34607 | $77688 | 上涨 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $370082 | 0.26% | 1448 | $16679 | 下跌 ×1 | ||
| PSX Phillips 66 Common Stock | $355512 | 0.25% | 2103 | $-23402 | 下跌 ×1 | ||
| SPYG | $353876 | 0.24% | 2974 | $51364 | 下跌 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $352577 | 0.24% | 6119 | $-35554 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $346287 | 0.24% | 300 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $343817 | 0.24% | 4231 | $34830 | 上涨 ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $338671 | 0.23% | 583 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $336495 | 0.23% | 2971 | $-24453 | 上涨 ×3 | ||
| QUAL | $336386 | 0.23% | 1533 | $41161 | |||
| PTLC | $334995 | 0.23% | 5750 | $47998 | 上涨 ×1 | ||
| VOO | $333872 | 0.23% | 486 | ||||
| KEY KeyCorp Common Stock | $326065 | 0.23% | 14146 | $46746 | 上涨 ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $323804 | 0.22% | 11074 | $6866 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $322045 | 0.22% | 422 | ||||
| RCAT Red Cat Holdings, Inc. - Common Stock | $321630 | 0.22% | 30200 | $-57600 | 上涨 ×2 | ||
| PDP Invesco Dorsey Wright Momentum ETF | $309529 | 0.21% | 2040 | $50232 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $308849 | 0.21% | 290 | $98752 | |||
| RMNY | $306115 | 0.21% | 12341 | 上涨 ×1 | |||
| OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Common Stock | $304303 | 0.21% | 39418 | $75166 | 上涨 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $289550 | 0.20% | 821 | $23850 | 上涨 ×3 | ||
| JNK | $287298 | 0.20% | 2981 | $-11417 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $285137 | 0.20% | 807 | $63289 | 上涨 ×2 | ||
| XLK XLK | $284256 | 0.20% | 1492 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $278391 | 0.19% | 779 | $41707 | 下跌 ×1 | ||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $273250 | 0.19% | 12500 | $-29125 | |||
| MO Altria Group, Inc. | $268305 | 0.19% | 3729 | $29351 | 上涨 ×1 | ||
| NVS Novartis AG Common Stock | $263446 | 0.18% | 1681 | $2521 | |||
| CVS CVS Health Corporation Common Stock | $262763 | 0.18% | 2540 | 上涨 ×1 | |||
| BWX | $258924 | 0.18% | 11943 | $-8784 | 下跌 ×2 | ||
| MET MetLife, Inc. Common Stock | $258567 | 0.18% | 3056 | $41821 | |||
| PAAS Pan American Silver Corp. Common Stock | $255303 | 0.18% | 5700 | $-60385 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| QQQ | $8414243 | 5.82% | 上涨 ×3 |
| COWZ | $3964312 | 2.74% | 上涨 ×4 |
| PFF | $2905585 | 2.01% | 上涨 ×6 |
| IWP | $2519277 | 1.74% | 上涨 ×6 |
| MSFT | $1786766 | 1.24% | 上涨 ×5 |
| NVDA | $1727177 | 1.19% | 上涨 ×4 |
| IBM | $1441245 | 1.00% | 上涨 ×3 |
| VB | $1296230 | 0.90% | 上涨 ×6 |
| XOM | $1237574 | 0.86% | 上涨 ×4 |
| USMV | $775297 | 0.54% | 上涨 ×4 |
| PFE | $735447 | 0.51% | 上涨 ×3 |
| TSLA | $552248 | 0.38% | 上涨 ×4 |
| EXG | $525872 | 0.36% | 上涨 ×3 |
| HPS | $375661 | 0.26% | 上涨 ×6 |
| KO | $343817 | 0.24% | 上涨 ×5 |
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 |
|---|---|---|---|
| KMI | $559187 | 17491 | 0.39% |
| TPL | $508018 | 1161 | 0.35% |
| INTC | $495966 | 3552 | 0.34% |
| MU | $346287 | 300 | 0.24% |
| AMD | $338671 | 583 | 0.23% |
| VOO | $333872 | 486 | 0.23% |
| CRWD | $322045 | 422 | 0.22% |
| RMNY | $306115 | 12341 | 0.21% |
| XLK | $284256 | 1492 | 0.20% |
| CVS | $262763 | 2540 | 0.18% |
| ADX | $253490 | 9921 | 0.18% |
| VOLT | $253435 | 6050 | 0.18% |
| CPNG | $216257 | 12450 | 0.15% |
| ARKQ | $214858 | 1625 | 0.15% |
| DIS | $210403 | 2186 | 0.15% |
季度涨幅榜
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 |
|---|---|---|---|---|
| DMRC | 2026年6月30日 | 164165 | $801363 | -21.4% |
| EPPRC | 2026年6月30日 | 17491 | $579214 | 不再跟踪 |
| EPPRC | 2025年12月31日 | 18725 | $530105 | 不再跟踪 |
| KMI | 2026年3月31日 | 17625 | $484511 | -5.9% |
| VUG | 2025年12月31日 | 594 | $284888 | 不再跟踪 |
| XLE | 2025年12月31日 | 3007 | $268643 | 不再跟踪 |
| ESGV | 2026年3月31日 | 2181 | $263814 | 不再跟踪 |
| XYL | 2025年3月31日 | 2241 | $259844 | -4.7% |
| CIBR | 2025年6月30日 | 3950 | $248621 | |
| CRM | 2025年3月31日 | 714 | $236009 | -23.4% |
| TSM | 2025年3月31日 | 1130 | $227785 | 153.1% |
| DIVS | 2025年9月30日 | 7350 | $226270 | 不再跟踪 |
| FTCS | 2025年6月30日 | 2514 | $224282 | |
| PEP | 2025年6月30日 | 1492 | $222355 | 8.0% |
| MO | 2025年12月31日 | 3344 | $220908 | 15.8% |
| PLTR | 2026年6月30日 | 1500 | $220824 | 48.3% |
| IVW | 2026年3月31日 | 1785 | $220019 | 不再跟踪 |
| CRWD | 2025年12月31日 | 448 | $219690 | -60.1% |
| NEM | 2025年12月31日 | 2605 | $219628 | 31.1% |
| ABT | 2026年3月31日 | 1752 | $219508 | 11.4% |
| VOO | 2026年3月31日 | 350 | $219496 | 不再跟踪 |
| LLY | 2026年3月31日 | 204 | $219235 | 35.9% |
| DIS | 2025年9月30日 | 1743 | $216149 | -6.4% |
| PEP | 2025年12月31日 | 1492 | $209536 | -0.6% |
| KKR | 2025年3月31日 | 1386 | $206815 | -6.0% |
| SHOP | 2025年6月30日 | 2120 | $205958 | 26.4% |
| BMY | 2025年6月30日 | 3466 | $205776 | 42.7% |
| CHRD | 2025年3月31日 | 1717 | $204134 | 32.5% |
| QCOM | 2025年6月30日 | 1350 | $203992 | 1.1% |
| UTG | 2025年12月31日 | 5125 | $203053 | 不再跟踪 |
| XLK | 2026年3月31日 | 1392 | $200406 | 不再跟踪 |
| DVY | 2025年6月30日 | 1500 | $200052 | |
| MQ | 2026年6月30日 | 27500 | $111650 | -1.9% |
| MYN | 2025年12月31日 | 10650 | $105755 | -1.5% |
| HFRO | 2025年6月30日 | 12121 | $61879 | 37.5% |
| CDLX | 2026年6月30日 | 20000 | $20002 | -5.2% |
| SBET | 2025年6月30日 | 42663 | $13755 | -19.6% |
| ZOMDF | 2025年6月30日 | 150000 | $8850 | 不再跟踪 |