WELCH CAPITAL PARTNERS LLC/NY
HARRISON NY · SEC CIK 0001042063
$5.10亿2026Q2 申报市值
26持仓数
97.6%前十大占比 · 第一大 45.9%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$24.80万
KWR 新建仓+$20.60万
2026Q2 卖出最多 按季末市值估算
INNV 减仓-$75.93万
VOO 减仓-$68.13万
HSIC 减仓-$55.55万
BA 减仓-$31.15万
EXXON MOBIL CORP 清仓-$30.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.34亿 | 45.91% | 341,085 | -992 | -0.3% | -$68.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.55亿 | 30.35% | 207,396 | -4 | -0.0% | -$2,987 | 减仓 |
| GOOG | ALPHABET INC | $3,218.90万 | 6.31% | 91,102 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2,611.30万 | 5.12% | 218,480 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE GROUP INC | $1,958.50万 | 3.84% | 166,437 | -2,389 | -1.4% | -$28.11万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,034.90万 | 2.03% | 117,765 | -2,172 | -1.8% | -$19.09万 | 减仓 |
| STE | STERIS PLC | $711.20万 | 1.39% | 33,777 | -555 | -1.6% | -$11.69万 | 减仓 |
| BA | BOEING CO | $614.40万 | 1.20% | 28,384 | -1,439 | -4.8% | -$31.15万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $478.10万 | 0.94% | 57,246 | -6,651 | -10.4% | -$55.55万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $265.70万 | 0.52% | 12,488 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $162.10万 | 0.32% | 5,601 | 0 | 0.0% | — | 不变 |
| INNV | INNOVAGE HLDG CORP | $161.60万 | 0.32% | 136,408 | -64,093 | -32.0% | -$75.93万 | 减仓 |
| GOOGL | ALPHABET INC | $150.10万 | 0.29% | 4,200 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $145.90万 | 0.29% | 16,301 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $117.00万 | 0.23% | 3,137 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $107.10万 | 0.21% | 4,194 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $91.10万 | 0.18% | 4,780 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $53.50万 | 0.10% | 3,701 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $46.20万 | 0.09% | 1,676 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $34.50万 | 0.07% | 696 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $30.10万 | 0.06% | 854 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.70万 | 0.05% | 1,090 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $25.60万 | 0.05% | 3,096 | 0 | 0.0% | — | 不变 |
| XOM | EXXON MOBIL CORP | $24.80万 | 0.05% | 1,813 | 1,813 | — | $24.80万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.00万 | 0.04% | 642 | 0 | 0.0% | — | 重新持有 |
| KWR | QUAKER HOUGHTON | $20.60万 | 0.04% | 1,296 | 1,296 | — | $20.60万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,813 | -100.0% | -$30.80万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,877 | -100.0% | -$24.80万 | 清仓 |
| — | BITCOIN DEPOT INC | $0 | 0.00% | 0 | -35,087 | -100.0% | -$7.60万 | 清仓 |