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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $41.45万 | 0.13% | 20,023 | -335 | -1.6% | -$6,934 | 减仓 |
| VOE | VANGUARD INDEX FDS | $41.34万 | 0.13% | 2,092 | -2 | -0.1% | -$395 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.73万 | 0.13% | 820 | -23 | -2.7% | -$1.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.71万 | 0.13% | 1,868 | -15 | -0.8% | -$3,269 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $40.08万 | 0.13% | 5,000 | -43 | -0.9% | -$3,447 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $39.25万 | 0.12% | 987 | -90 | -8.4% | -$3.58万 | 减仓 |
| PFE | PFIZER INC | $38.23万 | 0.12% | 15,875 | 15,875 | — | $38.23万 | 新建仓 |
| SHOP | SHOPIFY INC | $36.05万 | 0.11% | 3,157 | -687 | -17.9% | -$7.84万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.76万 | 0.11% | 4,183 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $35.34万 | 0.11% | 3,830 | -248 | -6.1% | -$2.29万 | 减仓 |
| CRM | SALESFORCE INC | $34.32万 | 0.11% | 2,191 | -225 | -9.3% | -$3.52万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $33.94万 | 0.11% | 928 | -2 | -0.2% | -$731 | 减仓 |
| VBR | VANGUARD INDEX FDS | $33.92万 | 0.11% | 1,396 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $33.13万 | 0.10% | 2,024 | -19 | -0.9% | -$3,110 | 减仓 |
| SNDK | SANDISK CORP | $32.97万 | 0.10% | 145 | 145 | — | $32.97万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.28万 | 0.10% | 676 | -30 | -4.2% | -$1.43万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.78万 | 0.10% | 12,682 | -1,116 | -8.1% | -$2.80万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.85万 | 0.10% | 1,253 | -100 | -7.4% | -$2.46万 | 减仓 |
| NOW | SERVICENOW INC | $29.64万 | 0.09% | 2,985 | -2,707 | -47.6% | -$26.88万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $29.51万 | 0.09% | 3,862 | 3,862 | — | $29.51万 | 新建仓 |
| MUNI | PIMCO ETF TR | $29.28万 | 0.09% | 5,567 | 5,567 | — | $29.28万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $29.16万 | 0.09% | 855 | 855 | — | $29.16万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $29.16万 | 0.09% | 3,074 | -6 | -0.2% | -$569 | 减仓 |
| HON | HONEYWELL INTL INC | $29.09万 | 0.09% | 1,299 | -1,335 | -50.7% | -$29.90万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.94万 | 0.09% | 1,519 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.85万 | 0.09% | 1,838 | -55 | -2.9% | -$8,332 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.39万 | 0.09% | 1,239 | 1,239 | — | $27.39万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $27.38万 | 0.09% | 1,358 | -12 | -0.9% | -$2,419 | 减仓 |
| COP | CONOCOPHILLIPS | $26.64万 | 0.08% | 2,563 | 2,563 | — | $26.64万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $26.61万 | 0.08% | 10,574 | 10,574 | — | $26.61万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.58万 | 0.08% | 13,364 | -797 | -5.6% | -$1.59万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $26.02万 | 0.08% | 2,321 | 1 | 0.0% | $112 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $25.10万 | 0.08% | 717 | -62 | -8.0% | -$2.17万 | 减仓 |
| DSI | ISHARES TR | $24.95万 | 0.08% | 1,752 | -17 | -1.0% | -$2,421 | 减仓 |
| MSCI | MSCI INC | $24.75万 | 0.08% | 442 | -33 | -6.9% | -$1.85万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $24.06万 | 0.08% | 895 | -99 | -10.0% | -$2.66万 | 重新持有 |
| BCS | BARCLAYS PLC | $23.85万 | 0.07% | 8,880 | -650 | -6.8% | -$1.75万 | 减仓 |
| USXF | ISHARES TR | $23.46万 | 0.07% | 3,378 | 3,378 | — | $23.46万 | 新建仓 |
| ENB | ENBRIDGE INC | $23.01万 | 0.07% | 4,244 | 98 | 2.4% | $5,313 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.38万 | 0.07% | 770 | -196 | -20.3% | -$5.70万 | 减仓 |
| TTE | TOTALENERGIES SE | $21.80万 | 0.07% | 2,804 | -176 | -5.9% | -$1.37万 | 减仓 |
| IWP | ISHARES TR | $21.76万 | 0.07% | 1,486 | 0 | 0.0% | — | 重新持有 |
| SLYV | SPDR SERIES TRUST | $21.71万 | 0.07% | 1,990 | -290 | -12.7% | -$3.16万 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $20.93万 | 0.07% | 1,792 | 25 | 1.4% | $2,919 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $20.76万 | 0.06% | 3,362 | -125 | -3.6% | -$7,720 | 减仓 |
| IWS | ISHARES TR | $20.39万 | 0.06% | 1,239 | 1,239 | — | $20.39万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $20.31万 | 0.06% | 8,613 | 8,613 | — | $20.31万 | 新建仓 |
| IWO | ISHARES TR | $20.21万 | 0.06% | 513 | 513 | — | $20.21万 | 新建仓 |
| HLN | HALEON PLC | $13.32万 | 0.04% | 14,273 | 14,273 | — | $13.32万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $5.80万 | 0.02% | 11,560 | 11,560 | — | $5.80万 | 新建仓 |
| 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 |