WELCH CAPITAL PARTNERS LLC/NY
HARRISON NY · SEC CIK 0001042063
$4.44亿2026Q1 申报市值
26持仓数
97.6%前十大占比 · 第一大 46.0%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BLDR 加仓+$83.78万
COP 新建仓+$24.80万
BITCOIN DEPOT IN 新建仓+$7.60万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$786.02万
HSIC 减仓-$625.92万
GOOG 减仓-$559.16万
SPYM 减仓-$216.38万
BITCOIN DEPOT IN 清仓-$209.90万
2026Q1 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 | $2.04亿 | 46.02% | 342,077 | -13,154 | -3.7% | -$786.02万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $1.35亿 | 30.37% | 207,400 | -189 | -0.1% | -$12.29万 | 减仓 |
| GOOG | ALPHABET INC | $2,613.40万 | 5.88% | 91,102 | -19,492 | -17.6% | -$559.16万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $1,941.30万 | 4.37% | 168,826 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $1,905.50万 | 4.29% | 27,310 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $918.00万 | 2.07% | 119,937 | -28,270 | -19.1% | -$216.38万 | 减仓 |
| STE | STERIS PLC | $759.20万 | 1.71% | 34,332 | -75 | -0.2% | -$1.66万 | 减仓 |
| BA | BOEING CO | $593.60万 | 1.34% | 29,823 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN INC | $470.90万 | 1.06% | 63,897 | -84,932 | -57.1% | -$625.92万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $239.70万 | 0.54% | 12,488 | 0 | 0.0% | — | 不变 |
| INNV | INNOVAGE HLDG CORP | $160.80万 | 0.36% | 200,501 | -203,600 | -50.4% | -$163.29万 | 减仓 |
| AAPL | APPLE INC | $142.10万 | 0.32% | 5,601 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $134.20万 | 0.30% | 16,301 | 10,176 | 166.1% | $83.78万 | 加仓 |
| GOOGL | ALPHABET INC | $120.80万 | 0.27% | 4,200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $116.10万 | 0.26% | 3,137 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $63.50万 | 0.14% | 4,780 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $57.00万 | 0.13% | 4,194 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP NEW | $44.70万 | 0.10% | 1,676 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $43.90万 | 0.10% | 3,701 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.80万 | 0.07% | 1,813 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.10万 | 0.06% | 854 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.60万 | 0.06% | 1,090 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $25.00万 | 0.06% | 696 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.80万 | 0.06% | 1,877 | 1,877 | — | $24.80万 | 新建仓 |
| IEMG | ISHARES TR | $21.60万 | 0.05% | 3,096 | 0 | 0.0% | — | 不变 |
| — | BITCOIN DEPOT INC | $7.60万 | 0.02% | 35,087 | 35,087 | — | $7.60万 | 新建仓 |
| — | BITCOIN DEPOT INC | $0 | 0.00% | 0 | -1,627,423 | -100.0% | -$209.90万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |