Accuvest Global Advisors
PROVO UT · SEC CIK 0001497637
$1.07亿2026Q1 申报市值
57持仓数
50.8%前十大占比 · 第一大 8.2%
5 / 18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
NVDA 加仓+$369.80万
GE 加仓+$256.33万
BABA 加仓+$223.18万
PLTR 加仓+$220.49万
TSM 加仓+$211.20万
2026Q1 卖出最多 按季末市值估算
INTU 清仓-$434.30万
META 清仓-$309.60万
AXP 清仓-$285.00万
NOW 减仓-$256.69万
WMT 减仓-$222.42万
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 |
|---|---|---|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $875.00万 | 8.16% | 70,109 | 687 | 1.0% | $8.57万 | 加仓 |
| AAPL | APPLE INC | $638.80万 | 5.96% | 25,170 | 3,365 | 15.4% | $85.40万 | 加仓 |
| GOOGL | ALPHABET INC | $599.80万 | 5.59% | 20,858 | 134 | 0.6% | $3.85万 | 加仓 |
| AMZN | AMAZON COM INC | $552.50万 | 5.15% | 26,528 | -7,325 | -21.6% | -$152.56万 | 减仓 |
| NFLX | NETFLIX INC. | $544.30万 | 5.08% | 56,608 | 12,132 | 27.3% | $116.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $491.70万 | 4.59% | 28,195 | 21,205 | 303.4% | $369.80万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $448.80万 | 4.19% | 9,256 | 1,756 | 23.4% | $85.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $445.60万 | 4.16% | 2,577 | 345 | 15.5% | $59.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $427.30万 | 3.98% | 12,643 | 6,249 | 97.7% | $211.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $424.50万 | 3.96% | 4,260 | -814 | -16.0% | -$81.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $391.40万 | 3.65% | 54,410 | 12,191 | 28.9% | $87.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $386.10万 | 3.60% | 10,431 | -285 | -2.7% | -$10.55万 | 减仓 |
| NOW | SERVICENOW INC | $338.70万 | 3.16% | 32,396 | -24,552 | -43.1% | -$256.69万 | 减仓 |
| WMT | WALMART INC | $337.10万 | 3.14% | 27,123 | -17,896 | -39.8% | -$222.42万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $328.00万 | 3.06% | 26,140 | 17,786 | 212.9% | $223.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $323.00万 | 3.01% | 22,084 | 15,075 | 215.1% | $220.49万 | 加仓 |
| GE | GE AEROSPACE | $297.70万 | 2.78% | 10,492 | 9,034 | 619.6% | $256.33万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $265.60万 | 2.48% | 23,841 | -1,440 | -5.7% | -$16.04万 | 减仓 |
| APP | APPLOVIN CORP | $216.80万 | 2.02% | 5,448 | 4,212 | 340.8% | $167.61万 | 加仓 |
| HEI | HEICO CORP NEW | $208.20万 | 1.94% | 7,593 | 5,877 | 342.5% | $161.15万 | 加仓 |
| BX | BLACKSTONE INC | $204.10万 | 1.90% | 17,748 | -1,591 | -8.2% | -$18.30万 | 减仓 |
| NU | NU HLDGS LTD | $202.50万 | 1.89% | 140,943 | 127,383 | 939.4% | $183.02万 | 加仓 |
| AVGO | BROADCOM INC | $155.00万 | 1.45% | 5,007 | 5,007 | — | $155.00万 | 新建仓 |
| LLY | ELI LILLY & CO | $141.30万 | 1.32% | 1,472 | -967 | -39.6% | -$92.82万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $102.70万 | 0.96% | 886 | -286 | -24.4% | -$33.15万 | 减仓 |
| GEV | GE VERNOVA INC | $96.90万 | 0.90% | 1,110 | -1,532 | -58.0% | -$133.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $94.20万 | 0.88% | 2,414 | 2,414 | — | $94.20万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $92.20万 | 0.86% | 3,135 | -2,848 | -47.6% | -$83.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $90.10万 | 0.84% | 9,584 | -19,163 | -66.7% | -$180.15万 | 减仓 |
| SHOP | SHOPIFY INC | $82.60万 | 0.77% | 6,961 | 3,850 | 123.8% | $45.68万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $64.60万 | 0.60% | 2,297 | 2,297 | — | $64.60万 | 新建仓 |
| CME | CME GROUP INC | $62.70万 | 0.58% | 2,124 | 2,124 | — | $62.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.70万 | 0.54% | 1,204 | -190 | -13.6% | -$9.11万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $56.00万 | 0.52% | 26,980 | -270 | -1.0% | -$5,604 | 减仓 |
| ABBV | ABBVIE INC | $52.20万 | 0.49% | 2,398 | -2,000 | -45.5% | -$43.54万 | 减仓 |
| BN | BROOKFIELD CORP | $49.50万 | 0.46% | 12,223 | 3,945 | 47.7% | $15.98万 | 加仓 |
| AON | AON PLC | $48.40万 | 0.45% | 1,500 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $44.40万 | 0.41% | 44,225 | 44,225 | — | $44.40万 | 新建仓 |
| EQT | EQT CORP | $41.50万 | 0.39% | 6,517 | -321 | -4.7% | -$2.04万 | 减仓 |
| KKR | KKR & CO INC | $40.50万 | 0.38% | 4,373 | -22,231 | -83.6% | -$205.89万 | 减仓 |
| PEP | PEPSICO INC | $36.50万 | 0.34% | 2,350 | 116 | 5.2% | $1.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.00万 | 0.32% | 1,641 | 231 | 16.4% | $4.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.70万 | 0.30% | 6,523 | 169 | 2.7% | $8,472 | 加仓 |
| — | EXXON MOBIL CORP | $31.80万 | 0.30% | 1,872 | 72 | 4.0% | $1.22万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $28.90万 | 0.27% | 3,502 | 289 | 9.0% | $2.38万 | 加仓 |
| MO | ALTRIA GROUP INC | $28.50万 | 0.27% | 4,316 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $28.40万 | 0.26% | 2,345 | 127 | 5.7% | $1.54万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $25.90万 | 0.24% | 3,741 | -414 | -10.0% | -$2.87万 | 减仓 |
| CLX | CLOROX CO DEL | $23.80万 | 0.22% | 2,301 | 175 | 8.2% | $1.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.70万 | 0.22% | 280 | -950 | -77.2% | -$80.41万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $23.10万 | 0.22% | 1,337 | 114 | 9.3% | $1.97万 | 加仓 |
| MTN | VAIL RESORTS INC | $22.80万 | 0.21% | 1,779 | 178 | 11.1% | $2.28万 | 加仓 |
| V | VISA INC | $20.90万 | 0.19% | 692 | -3,299 | -82.7% | -$99.64万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $19.80万 | 0.18% | 26,208 | -2,643 | -9.2% | -$2.00万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $11.80万 | 0.11% | 11,219 | -5,748 | -33.9% | -$6.05万 | 减仓 |
| REAL | THE REALREAL INC | $10.00万 | 0.09% | 11,018 | -1,374 | -11.1% | -$1.25万 | 减仓 |
| — | NAKAMOTO INC | $3,000 | 0.00% | 12,746 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6,557 | -100.0% | -$434.30万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -4,690 | -100.0% | -$309.60万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -7,705 | -100.0% | -$285.00万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -22,373 | -100.0% | -$188.40万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -330 | -100.0% | -$176.70万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -62,300 | -100.0% | -$135.80万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -4,715 | -100.0% | -$124.90万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,783 | -100.0% | -$80.20万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$75.50万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$66.00万 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -42,021 | -100.0% | -$64.30万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -939 | -100.0% | -$53.20万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$39.30万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,322 | -100.0% | -$24.40万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -4,991 | -100.0% | -$22.80万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -5,029 | -100.0% | -$22.60万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -800 | -100.0% | -$22.30万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -4,609 | -100.0% | -$21.40万 | 清仓 |