Freestone Capital Holdings, LLC
Seattle WA · SEC CIK 0001470876
$32.97亿2026Q1 申报市值
571持仓数
46.2%前十大占比 · 第一大 13.7%
70 / 47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
VWO 加仓+$1,461.01万
BSV 加仓+$1,382.33万
IVV 加仓+$1,263.90万
AGG 加仓+$1,052.76万
VEA 加仓+$1,042.83万
2026Q1 卖出最多 按季末市值估算
QQQM 减仓-$427.27万
NVDA 减仓-$341.27万
CRM 减仓-$236.42万
AAPL 减仓-$213.13万
SPIB 减仓-$192.77万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $1,843.86万 | 0.56% | 125,339 | 1,397 | 1.1% | $20.55万 | 加仓 |
| TSLA | TESLA INC | $1,889.35万 | 0.57% | 50,823 | 946 | 1.9% | $35.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,982.45万 | 0.60% | 58,002 | 893 | 1.6% | $30.52万 | 加仓 |
| V | VISA INC | $2,051.82万 | 0.62% | 67,887 | 2,707 | 4.2% | $81.82万 | 加仓 |
| CAT | CATERPILLAR INC | $2,107.00万 | 0.64% | 29,741 | -111 | -0.4% | -$7.86万 | 减仓 |
| MUB | ISHARES TR | $2,205.26万 | 0.67% | 207,750 | 41,238 | 24.8% | $437.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,205.79万 | 0.67% | 68,757 | 2,321 | 3.5% | $74.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,381.87万 | 0.72% | 41,267 | 2,594 | 6.7% | $149.72万 | 加仓 |
| SUB | ISHARES TR | $2,491.07万 | 0.76% | 233,904 | 33,344 | 16.6% | $355.11万 | 加仓 |
| LLY | ELI LILLY & CO | $2,541.98万 | 0.77% | 27,637 | -902 | -3.2% | -$82.96万 | 减仓 |
| GOOG | ALPHABET INC | $2,607.74万 | 0.79% | 90,906 | 10,325 | 12.8% | $296.18万 | 加仓 |
| NKE | NIKE INC | $2,771.99万 | 0.84% | 524,800 | 1,481 | 0.3% | $7.82万 | 加仓 |
| KLAC | KLA CORP | $2,851.67万 | 0.86% | 19,367 | -903 | -4.5% | -$132.96万 | 减仓 |
| — | EXXON MOBIL CORP | $2,994.42万 | 0.91% | 176,495 | -6,506 | -3.6% | -$110.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,097.11万 | 0.94% | 105,286 | -303 | -0.3% | -$8.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,959.30万 | 1.20% | 39,735 | -334 | -0.8% | -$33.28万 | 减仓 |
| META | META PLATFORMS INC | $3,996.51万 | 1.21% | 69,853 | 1,317 | 1.9% | $75.35万 | 加仓 |
| AVGO | BROADCOM INC | $4,059.99万 | 1.23% | 131,175 | 775 | 0.6% | $23.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,249.67万 | 1.29% | 88,683 | 844 | 1.0% | $40.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,401.03万 | 1.64% | 90,386 | 2,504 | 2.8% | $149.63万 | 加仓 |
| GOOGL | ALPHABET INC | $7,208.76万 | 2.19% | 250,687 | 2,068 | 0.8% | $59.47万 | 加仓 |
| AMZN | AMAZON COM INC | $8,154.85万 | 2.47% | 391,552 | 2,363 | 0.6% | $49.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8,718.20万 | 2.64% | 1,612,987 | 270,307 | 20.1% | $1,461.01万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $9,237.87万 | 2.80% | 1,178,149 | 176,295 | 17.6% | $1,382.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,272.03万 | 2.81% | 142,572 | 1,817 | 1.3% | $118.17万 | 加仓 |
| AGG | ISHARES TR | $9,415.15万 | 2.86% | 948,439 | 106,050 | 12.6% | $1,052.76万 | 加仓 |
| AAPL | APPLE INC | $1.29亿 | 3.92% | 509,077 | -8,398 | -1.6% | -$213.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.41亿 | 4.28% | 809,844 | -19,568 | -2.4% | -$341.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.66亿 | 5.05% | 449,738 | -412 | -0.1% | -$15.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.89亿 | 5.73% | 2,948,244 | 162,739 | 5.8% | $1,042.83万 | 加仓 |
| IVV | ISHARES TR | $4.50亿 | 13.66% | 689,375 | 19,349 | 2.9% | $1,263.90万 | 加仓 |