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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4.50亿 | 13.66% | 689,375 | 19,349 | 2.9% | $1,263.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.89亿 | 5.73% | 2,948,244 | 162,739 | 5.8% | $1,042.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.66亿 | 5.05% | 449,738 | -412 | -0.1% | -$15.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.41亿 | 4.28% | 809,844 | -19,568 | -2.4% | -$341.27万 | 减仓 |
| AAPL | APPLE INC | $1.29亿 | 3.92% | 509,077 | -8,398 | -1.6% | -$213.13万 | 减仓 |
| AGG | ISHARES TR | $9,415.15万 | 2.86% | 948,439 | 106,050 | 12.6% | $1,052.76万 | 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 |
| BSV | VANGUARD BD INDEX FDS | $9,237.87万 | 2.80% | 1,178,149 | 176,295 | 17.6% | $1,382.33万 | 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 |
| AMZN | AMAZON COM INC | $8,154.85万 | 2.47% | 391,552 | 2,363 | 0.6% | $49.21万 | 加仓 |
| GOOGL | ALPHABET INC | $7,208.76万 | 2.19% | 250,687 | 2,068 | 0.8% | $59.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,401.03万 | 1.64% | 90,386 | 2,504 | 2.8% | $149.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,249.67万 | 1.29% | 88,683 | 844 | 1.0% | $40.44万 | 加仓 |
| AVGO | BROADCOM INC | $4,059.99万 | 1.23% | 131,175 | 775 | 0.6% | $23.99万 | 加仓 |
| META | META PLATFORMS INC | $3,996.51万 | 1.21% | 69,853 | 1,317 | 1.9% | $75.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,959.30万 | 1.20% | 39,735 | -334 | -0.8% | -$33.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,097.11万 | 0.94% | 105,286 | -303 | -0.3% | -$8.91万 | 减仓 |
| — | EXXON MOBIL CORP | $2,994.42万 | 0.91% | 176,495 | -6,506 | -3.6% | -$110.38万 | 减仓 |
| KLAC | KLA CORP | $2,851.67万 | 0.86% | 19,367 | -903 | -4.5% | -$132.96万 | 减仓 |
| NKE | NIKE INC | $2,771.99万 | 0.84% | 524,800 | 1,481 | 0.3% | $7.82万 | 加仓 |
| GOOG | ALPHABET INC | $2,607.74万 | 0.79% | 90,906 | 10,325 | 12.8% | $296.18万 | 加仓 |
| LLY | ELI LILLY & CO | $2,541.98万 | 0.77% | 27,637 | -902 | -3.2% | -$82.96万 | 减仓 |
| SUB | ISHARES TR | $2,491.07万 | 0.76% | 233,904 | 33,344 | 16.6% | $355.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,381.87万 | 0.72% | 41,267 | 2,594 | 6.7% | $149.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,205.79万 | 0.67% | 68,757 | 2,321 | 3.5% | $74.46万 | 加仓 |
| MUB | ISHARES TR | $2,205.26万 | 0.67% | 207,750 | 41,238 | 24.8% | $437.74万 | 加仓 |
| CAT | CATERPILLAR INC | $2,107.00万 | 0.64% | 29,741 | -111 | -0.4% | -$7.86万 | 减仓 |
| V | VISA INC | $2,051.82万 | 0.62% | 67,887 | 2,707 | 4.2% | $81.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,982.45万 | 0.60% | 58,002 | 893 | 1.6% | $30.52万 | 加仓 |
| TSLA | TESLA INC | $1,889.35万 | 0.57% | 50,823 | 946 | 1.9% | $35.17万 | 加仓 |
| ORCL | ORACLE CORP | $1,843.86万 | 0.56% | 125,339 | 1,397 | 1.1% | $20.55万 | 加仓 |
| IWF | ISHARES TR | $1,799.15万 | 0.55% | 42,194 | -2,350 | -5.3% | -$100.20万 | 减仓 |
| ABBV | ABBVIE INC | $1,522.48万 | 0.46% | 70,002 | 788 | 1.1% | $17.14万 | 加仓 |
| UNP | UNION PAC CORP | $1,521.39万 | 0.46% | 62,707 | 1,367 | 2.2% | $33.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,518.27万 | 0.46% | 30,386 | 1,144 | 3.9% | $57.16万 | 加仓 |
| CRM | SALESFORCE INC | $1,516.72万 | 0.46% | 81,252 | -12,665 | -13.5% | -$236.42万 | 减仓 |
| HD | HOME DEPOT INC | $1,489.05万 | 0.45% | 45,275 | 866 | 2.0% | $28.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,465.25万 | 0.44% | 29,810 | -359 | -1.2% | -$17.65万 | 减仓 |
| APP | APPLOVIN CORP | $1,433.87万 | 0.43% | 36,027 | -2,976 | -7.6% | -$118.44万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,389.50万 | 0.42% | 174,539 | 7,404 | 4.4% | $58.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,384.82万 | 0.42% | 134,881 | 720 | 0.5% | $7.39万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,361.60万 | 0.41% | 279,302 | 1,066 | 0.4% | $5.20万 | 加仓 |
| RTX | RTX CORPORATION | $1,335.97万 | 0.41% | 69,257 | 3,921 | 6.0% | $75.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,334.60万 | 0.40% | 54,598 | 1,842 | 3.5% | $45.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,284.86万 | 0.39% | 62,101 | 925 | 1.5% | $19.14万 | 加仓 |
| QCOM | QUALCOMM INC | $1,284.55万 | 0.39% | 99,747 | -4,546 | -4.4% | -$58.54万 | 减仓 |
| WMT | WALMART INC | $1,275.01万 | 0.39% | 102,592 | -2,303 | -2.2% | -$28.62万 | 减仓 |
| MCK | MCKESSON CORP | $1,219.44万 | 0.37% | 14,092 | 115 | 0.8% | $9.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,205.79万 | 0.37% | 129,822 | 1,403 | 1.1% | $13.03万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,205.64万 | 0.37% | 57,055 | -1,994 | -3.4% | -$42.14万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,193.30万 | 0.36% | 82,616 | 1,507 | 1.9% | $21.77万 | 加仓 |
| EEM | ISHARES TR | $1,152.13万 | 0.35% | 202,876 | -6,835 | -3.3% | -$38.82万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,127.34万 | 0.34% | 276,106 | 42,345 | 18.1% | $172.89万 | 加仓 |
| ITOT | ISHARES TR | $1,116.96万 | 0.34% | 78,422 | -1,597 | -2.0% | -$22.75万 | 减仓 |
| SO | SOUTHERN CO | $1,104.34万 | 0.33% | 114,416 | 13,528 | 13.4% | $130.57万 | 加仓 |
| EFA | ISHARES TR | $1,093.30万 | 0.33% | 112,561 | -13,063 | -10.4% | -$126.88万 | 减仓 |
| OKTA | OKTA INC | $1,040.85万 | 0.32% | 132,238 | 100 | 0.1% | $7,871 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,036.29万 | 0.31% | 50,941 | 2,341 | 4.8% | $47.62万 | 加仓 |
| NFLX | NETFLIX INC. | $1,026.40万 | 0.31% | 106,750 | 5,046 | 5.0% | $48.52万 | 加仓 |
| MRK | MERCK & CO INC | $979.20万 | 0.30% | 81,403 | -5,732 | -6.6% | -$68.95万 | 减仓 |
| CSCO | CISCO SYS INC | $977.56万 | 0.30% | 125,990 | -1,673 | -1.3% | -$12.98万 | 减仓 |
| IEFA | ISHARES TR | $977.34万 | 0.30% | 107,958 | -365 | -0.3% | -$3.30万 | 减仓 |
| CI | THE CIGNA GROUP | $975.61万 | 0.30% | 36,574 | 2,278 | 6.6% | $60.77万 | 加仓 |
| ETN | EATON CORP PLC | $924.47万 | 0.28% | 25,847 | 1,611 | 6.6% | $57.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $913.02万 | 0.28% | 15,106 | -81 | -0.5% | -$4.90万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $911.70万 | 0.28% | 55,141 | 2,559 | 4.9% | $42.31万 | 加仓 |
| GLD | SPDR GOLD TR | $852.75万 | 0.26% | 19,818 | -1,587 | -7.4% | -$68.29万 | 减仓 |
| — | HONEYWELL INTL INC | $821.89万 | 0.25% | 36,362 | -1,810 | -4.7% | -$40.91万 | 减仓 |
| KO | COCA COLA CO | $799.44万 | 0.24% | 105,120 | 2,467 | 2.4% | $18.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $783.97万 | 0.24% | 23,205 | -504 | -2.1% | -$17.03万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $763.89万 | 0.23% | 38,524 | -6,155 | -13.8% | -$122.05万 | 减仓 |
| MCD | MCDONALDS CORP | $756.67万 | 0.23% | 24,347 | 823 | 3.5% | $25.58万 | 加仓 |
| NEM | NEWMONT CORP | $749.99万 | 0.23% | 69,283 | -14,169 | -17.0% | -$153.38万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $730.16万 | 0.22% | 97,224 | -2,475 | -2.5% | -$18.59万 | 减仓 |
| LIN | LINDE PLC | $720.35万 | 0.22% | 14,530 | -181 | -1.2% | -$8.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $714.87万 | 0.22% | 26,419 | 402 | 1.5% | $10.88万 | 加仓 |
| DE | DEERE & CO | $712.24万 | 0.22% | 12,644 | 82 | 0.7% | $4.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $710.73万 | 0.22% | 23,497 | -25 | -0.1% | -$7,562 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $703.59万 | 0.21% | 24,122 | 477 | 2.0% | $13.91万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $694.44万 | 0.21% | 15,064 | 529 | 3.6% | $24.39万 | 加仓 |
| IGV | ISHARES TR | $693.95万 | 0.21% | 86,689 | 86,689 | — | $693.95万 | 新建仓 |
| GWW | WW GRAINGER INC | $655.99万 | 0.20% | 6,014 | 59 | 1.0% | $6.44万 | 加仓 |
| FIG | FIGMA INC | $616.77万 | 0.19% | 291,756 | 16,218 | 5.9% | $34.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $594.40万 | 0.18% | 67,013 | -684 | -1.0% | -$6.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $584.41万 | 0.18% | 36,453 | -310 | -0.8% | -$4.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $552.32万 | 0.17% | 21,087 | 1,944 | 10.2% | $50.92万 | 加仓 |
| SBUX | STARBUCKS CORP | $550.76万 | 0.17% | 61,476 | 2,874 | 4.9% | $25.75万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $544.07万 | 0.17% | 92,561 | 1,481 | 1.6% | $8.71万 | 加仓 |
| IWP | ISHARES TR | $543.13万 | 0.16% | 42,392 | -3,929 | -8.5% | -$50.34万 | 减仓 |
| SNA | SNAP ON INC | $540.20万 | 0.16% | 14,873 | 168 | 1.1% | $6.10万 | 加仓 |
| MO | ALTRIA GROUP INC | $525.21万 | 0.16% | 79,589 | 7,469 | 10.4% | $49.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $521.86万 | 0.16% | 26,880 | -1,521 | -5.4% | -$29.53万 | 减仓 |
| SPGI | S&P GLOBAL INC | $507.58万 | 0.15% | 11,933 | 114 | 1.0% | $4.85万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $506.77万 | 0.15% | 187,000 | 101,000 | 117.4% | $273.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $502.82万 | 0.15% | 100,163 | -3,361 | -3.2% | -$16.87万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $502.43万 | 0.15% | 149,801 | -57,475 | -27.7% | -$192.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $502.43万 | 0.15% | 7,201 | -101 | -1.4% | -$7.05万 | 减仓 |
| T | AT&T INC | $496.38万 | 0.15% | 171,224 | 385 | 0.2% | $1.12万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $495.92万 | 0.15% | 23,726 | 550 | 2.4% | $11.50万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $494.09万 | 0.15% | 212,787 | -6,628 | -3.0% | -$15.39万 | 减仓 |