WRAPMANAGER INC
MILL VALLEY CA · SEC CIK 0001266014
$3.20亿2026Q2 申报市值
150持仓数
43.2%前十大占比 · 第一大 6.9%
22 / 10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
MU 新建仓+$252.56万
VTEC 新建仓+$193.15万
CALI 新建仓+$149.29万
VTEB 加仓+$144.06万
AMAT 新建仓+$134.12万
2026Q2 卖出最多 按季末市值估算
SPDW 减仓-$109.19万
UBER 清仓-$51.42万
ACN 清仓-$51.12万
QCOM 清仓-$39.77万
MSFT 减仓-$33.35万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,148 | -100.0% | -$51.42万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,578 | -100.0% | -$51.12万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -3,088 | -100.0% | -$39.77万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,345 | -100.0% | -$32.69万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -664 | -100.0% | -$28.71万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -4,618 | -100.0% | -$27.40万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,447 | -100.0% | -$26.40万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -976 | -100.0% | -$23.37万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD | $0 | 0.00% | 0 | -12,242 | -100.0% | -$18.82万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -12,364 | -100.0% | -$10.37万 | 清仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $5.80万 | 0.02% | 11,560 | 11,560 | — | $5.80万 | 新建仓 |
| HLN | HALEON PLC | $13.32万 | 0.04% | 14,273 | 14,273 | — | $13.32万 | 新建仓 |
| IWO | ISHARES TR | $20.21万 | 0.06% | 513 | 513 | — | $20.21万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $20.31万 | 0.06% | 8,613 | 8,613 | — | $20.31万 | 新建仓 |
| IWS | ISHARES TR | $20.39万 | 0.06% | 1,239 | 1,239 | — | $20.39万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $20.76万 | 0.06% | 3,362 | -125 | -3.6% | -$7,720 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $20.93万 | 0.07% | 1,792 | 25 | 1.4% | $2,919 | 加仓 |
| SLYV | SPDR SERIES TRUST | $21.71万 | 0.07% | 1,990 | -290 | -12.7% | -$3.16万 | 重新持有 |
| IWP | ISHARES TR | $21.76万 | 0.07% | 1,486 | 0 | 0.0% | — | 重新持有 |
| TTE | TOTALENERGIES SE | $21.80万 | 0.07% | 2,804 | -176 | -5.9% | -$1.37万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.38万 | 0.07% | 770 | -196 | -20.3% | -$5.70万 | 减仓 |
| ENB | ENBRIDGE INC | $23.01万 | 0.07% | 4,244 | 98 | 2.4% | $5,313 | 加仓 |
| USXF | ISHARES TR | $23.46万 | 0.07% | 3,378 | 3,378 | — | $23.46万 | 新建仓 |
| BCS | BARCLAYS PLC | $23.85万 | 0.07% | 8,880 | -650 | -6.8% | -$1.75万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $24.06万 | 0.08% | 895 | -99 | -10.0% | -$2.66万 | 重新持有 |
| MSCI | MSCI INC | $24.75万 | 0.08% | 442 | -33 | -6.9% | -$1.85万 | 减仓 |
| DSI | ISHARES TR | $24.95万 | 0.08% | 1,752 | -17 | -1.0% | -$2,421 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $25.10万 | 0.08% | 717 | -62 | -8.0% | -$2.17万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $26.02万 | 0.08% | 2,321 | 1 | 0.0% | $112 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.58万 | 0.08% | 13,364 | -797 | -5.6% | -$1.59万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $26.61万 | 0.08% | 10,574 | 10,574 | — | $26.61万 | 新建仓 |
| COP | CONOCOPHILLIPS | $26.64万 | 0.08% | 2,563 | 2,563 | — | $26.64万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $27.38万 | 0.09% | 1,358 | -12 | -0.9% | -$2,419 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.39万 | 0.09% | 1,239 | 1,239 | — | $27.39万 | 新建仓 |
| TJX | TJX COS INC NEW | $27.85万 | 0.09% | 1,838 | -55 | -2.9% | -$8,332 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.94万 | 0.09% | 1,519 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $29.09万 | 0.09% | 1,299 | -1,335 | -50.7% | -$29.90万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $29.16万 | 0.09% | 3,074 | -6 | -0.2% | -$569 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.16万 | 0.09% | 855 | 855 | — | $29.16万 | 新建仓 |
| MUNI | PIMCO ETF TR | $29.28万 | 0.09% | 5,567 | 5,567 | — | $29.28万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $29.51万 | 0.09% | 3,862 | 3,862 | — | $29.51万 | 新建仓 |
| NOW | SERVICENOW INC | $29.64万 | 0.09% | 2,985 | -2,707 | -47.6% | -$26.88万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.85万 | 0.10% | 1,253 | -100 | -7.4% | -$2.46万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.78万 | 0.10% | 12,682 | -1,116 | -8.1% | -$2.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.28万 | 0.10% | 676 | -30 | -4.2% | -$1.43万 | 减仓 |
| SNDK | SANDISK CORP | $32.97万 | 0.10% | 145 | 145 | — | $32.97万 | 新建仓 |
| ESGU | ISHARES TR | $33.13万 | 0.10% | 2,024 | -19 | -0.9% | -$3,110 | 减仓 |
| VBR | VANGUARD INDEX FDS | $33.92万 | 0.11% | 1,396 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $33.94万 | 0.11% | 928 | -2 | -0.2% | -$731 | 减仓 |
| CRM | SALESFORCE INC | $34.32万 | 0.11% | 2,191 | -225 | -9.3% | -$3.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $35.34万 | 0.11% | 3,830 | -248 | -6.1% | -$2.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.76万 | 0.11% | 4,183 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $36.05万 | 0.11% | 3,157 | -687 | -17.9% | -$7.84万 | 减仓 |
| PFE | PFIZER INC | $38.23万 | 0.12% | 15,875 | 15,875 | — | $38.23万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $39.25万 | 0.12% | 987 | -90 | -8.4% | -$3.58万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $40.08万 | 0.13% | 5,000 | -43 | -0.9% | -$3,447 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.71万 | 0.13% | 1,868 | -15 | -0.8% | -$3,269 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.73万 | 0.13% | 820 | -23 | -2.7% | -$1.14万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $41.34万 | 0.13% | 2,092 | -2 | -0.1% | -$395 | 减仓 |
| T | AT&T INC | $41.45万 | 0.13% | 20,023 | -335 | -1.6% | -$6,934 | 减仓 |
| VOT | VANGUARD INDEX FDS | $41.53万 | 0.13% | 1,356 | -3 | -0.2% | -$919 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.97万 | 0.13% | 2,200 | 1,602 | 267.9% | $30.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.87万 | 0.13% | 855 | -87 | -9.2% | -$4.36万 | 减仓 |
| DIS | DISNEY WALT CO | $42.93万 | 0.13% | 4,460 | -7 | -0.2% | -$674 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.58万 | 0.14% | 3,051 | -10 | -0.3% | -$1,461 | 减仓 |
| BA | BOEING CO | $45.91万 | 0.14% | 2,121 | -28 | -1.3% | -$6,061 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.54万 | 0.15% | 1,375 | -17 | -1.2% | -$5,754 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.45万 | 0.16% | 3,993 | 3,993 | — | $50.45万 | 新建仓 |
| MCD | MCDONALDS CORP | $53.68万 | 0.17% | 1,986 | -192 | -8.8% | -$5.19万 | 减仓 |
| IWD | ISHARES TR | $53.77万 | 0.17% | 2,218 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $55.67万 | 0.17% | 6,135 | -150 | -2.4% | -$1.36万 | 减仓 |
| PEP | PEPSICO INC | $58.87万 | 0.18% | 4,348 | -213 | -4.7% | -$2.88万 | 减仓 |
| LIN | LINDE PLC | $59.26万 | 0.19% | 1,142 | -18 | -1.6% | -$9,341 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.40万 | 0.19% | 5,177 | -248 | -4.6% | -$2.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $61.44万 | 0.19% | 7,132 | -26 | -0.4% | -$2,240 | 减仓 |
| AMGN | AMGEN INC | $64.28万 | 0.20% | 1,775 | -48 | -2.6% | -$1.74万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.00万 | 0.20% | 15,353 | -47 | -0.3% | -$1,990 | 减仓 |
| ORCL | ORACLE CORP | $69.64万 | 0.22% | 4,752 | -352 | -6.9% | -$5.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.58万 | 0.22% | 2,368 | 50 | 2.2% | $1.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.24万 | 0.23% | 2,569 | -133 | -4.9% | -$3.74万 | 减仓 |
| C | CITIGROUP INC | $72.79万 | 0.23% | 5,201 | -69 | -1.3% | -$9,657 | 减仓 |
| IBHF | ISHARES TR | $73.00万 | 0.23% | 32,228 | -3,614 | -10.1% | -$8.19万 | 减仓 |
| IBHG | ISHARES TR | $73.33万 | 0.23% | 33,213 | -3,945 | -10.6% | -$8.71万 | 减仓 |
| IBHH | ISHARES TR | $73.37万 | 0.23% | 31,220 | -3,681 | -10.5% | -$8.65万 | 减仓 |
| IBHI | ISHARES TR | $73.40万 | 0.23% | 31,383 | -3,664 | -10.5% | -$8.57万 | 减仓 |
| — | ISHARES TR | $73.47万 | 0.23% | 28,510 | -3,352 | -10.5% | -$8.64万 | 减仓 |
| — | ISHARES TR | $73.51万 | 0.23% | 27,776 | -3,267 | -10.5% | -$8.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $75.60万 | 0.24% | 4,561 | -88 | -1.9% | -$1.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $80.94万 | 0.25% | 9,794 | -245 | -2.4% | -$2.02万 | 减仓 |
| MS | MORGAN STANLEY | $81.02万 | 0.25% | 3,876 | -54 | -1.4% | -$1.13万 | 减仓 |
| CMF | ISHARES TR | $81.42万 | 0.25% | 14,125 | 14,125 | — | $81.42万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $83.34万 | 0.26% | 824 | -18 | -2.1% | -$1.82万 | 减仓 |
| KO | COCA COLA CO | $88.10万 | 0.28% | 10,840 | -808 | -6.9% | -$6.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $89.29万 | 0.28% | 10,173 | -248 | -2.4% | -$2.18万 | 减仓 |
| NFLX | NETFLIX INC. | $89.65万 | 0.28% | 12,555 | -959 | -7.1% | -$6.85万 | 减仓 |
| GEV | GE VERNOVA INC | $92.11万 | 0.29% | 784 | 784 | — | $92.11万 | 新建仓 |
| MRK | MERCK & CO INC | $92.33万 | 0.29% | 7,185 | -68 | -0.9% | -$8,738 | 减仓 |
| HD | HOME DEPOT INC | $97.62万 | 0.31% | 2,768 | -304 | -9.9% | -$10.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.50万 | 0.31% | 1,052 | -47 | -4.3% | -$4.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $98.67万 | 0.31% | 6,729 | -115 | -1.7% | -$1.69万 | 减仓 |