13F 机构持仓

Stelac Advisory Services LLC

NEW YORK NY · SEC CIK 0001519676

2026Q22026Q1 更早 9 个季度 🔒
$5.37亿2026Q2 申报市值
168持仓数
41.7%前十大占比 · 第一大 8.9%
16 / 15新建仓 / 清仓
申报市值走势$5.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 8.9%
NVDA 5.4%
FSUN 4.5%
VGK 4.0%
SPY 3.4%
LLY 3.2%
MSFT 3.2%
AMAT 3.0%
VOO 3.0%
AMZN 2.9%

2026Q2 买入最多 按季末市值估算

KWEB 重新持有+$837.83万
SPMO 新建仓+$189.45万
LULU 加仓+$154.42万
META 加仓+$139.23万
MSFT 加仓+$138.09万

2026Q2 卖出最多 按季末市值估算

UPS 清仓-$930.11万
EPI 清仓-$650.92万
UNH 清仓-$507.84万
VRT 减仓-$459.94万
APO 减仓-$457.11万

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
UPS UNITED PARCEL SERVICE INC $00.00%0 -94,543-100.0% -$930.11万 清仓
EPI WISDOMTREE TR $00.00%0 -159,540-100.0% -$650.92万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -18,768-100.0% -$507.84万 清仓
PFE PFIZER INC $00.00%0 -126,698-100.0% -$352.17万 清仓
JFLX JPMorgan Flexible Debt ETF $00.00%0 -7,091-100.0% -$35.22万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -5,520-100.0% -$22.21万 清仓
— BRASKEM S A $00.00%0 -40,092-100.0% -$14.67万 清仓
EWZ ISHARES INC $00.00%0 -3,713-100.0% -$14.25万 清仓
STIP ISHARES TR $00.00%0 -1,259-100.0% -$13.02万 清仓
GFI GOLD FIELDS LTD $00.00%0 -2,800-100.0% -$12.71万 清仓
TDOC TELADOC HEALTH INC $00.00%0 -20,920-100.0% -$11.40万 清仓
— EXXON MOBIL CORP $00.00%0 -668-100.0% -$11.33万 清仓
HUN HUNTSMAN CORP $00.00%0 -8,370-100.0% -$11.14万 清仓
— ISHARES TR $00.00%0 -4,164-100.0% -$10.34万 清仓
NIO NIO INC $00.00%0 -16,920-100.0% -$10.20万 清仓
CAG CONAGRA BRANDS INC $10.13万0.02%7,524 7,524— $10.13万 新建仓
KHC KRAFT HEINZ CO $10.14万0.02%4,292 4,292— $10.14万 新建仓
THD ISHARES INC $10.31万0.02%1,426 1,426— $10.31万 新建仓
VTIP VANGUARD MALVERN FDS $10.32万0.02%2,055 00.0% — 不变
UBER UBER TECHNOLOGIES INC $10.40万0.02%1,441 -74-4.9% -$5,340 减仓
WEN WENDYS CO $10.53万0.02%12,706 12,706— $10.53万 新建仓
PFF ISHARES TR $10.92万0.02%3,581 3,581— $10.92万 新建仓
— COSAN S A $10.95万0.02%38,022 38,022— $10.95万 新建仓
EWM ISHARES INC $11.05万0.02%4,100 00.0% — 不变
PYPL PAYPAL HLDGS INC $11.11万0.02%2,572 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $11.73万0.02%1,762 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $11.85万0.02%204 204— $11.85万 新建仓
URA GLOBAL X FDS $11.86万0.02%2,713 00.0% — 不变
— TRAEGER INC $11.96万0.02%1,517 1,517— $11.96万 新建仓
CQQQ INVESCO EXCH TRADED FD TR II $11.98万0.02%2,100 00.0% — 重新持有
— GRUPO AVAL ACCIONES Y VALORE $12.68万0.02%25,125 00.0% — 不变
EMB ISHARES TR $12.77万0.02%1,324 00.0% — 不变
KKR KKR & CO INC $13.43万0.03%1,463 402.8% $3,671 加仓
COP CONOCOPHILLIPS $13.90万0.03%1,337 00.0% — 不变
ILMN ILLUMINA INC $14.19万0.03%807 807— $14.19万 新建仓
VNM VANECK ETF TRUST $14.87万0.03%8,049 00.0% — 不变
WELL WELLTOWER INC $14.91万0.03%657 14027.1% $3.18万 加仓
IVE ISHARES TR $14.92万0.03%657 00.0% — 不变
PG PROCTER & GAMBLE CO $14.97万0.03%1,021 -56-5.2% -$8,212 减仓
CG CARLYLE GROUP INC $15.12万0.03%3,590 00.0% — 不变
ASML ASML HLDG NV $15.12万0.03%76 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $15.47万0.03%979 00.0% — 不变
VHT VANGUARD WORLD FD $15.88万0.03%531 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $15.91万0.03%534 534— $15.91万 新建仓
BX BLACKSTONE INC $16.17万0.03%1,374 282.1% $3,295 加仓
WMT WALMART INC $16.43万0.03%1,449 -432-23.0% -$4.90万 减仓
HYG ISHARES TR $16.66万0.03%2,083 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $16.73万0.03%707 00.0% — 不变
RSPU INVESCO EXCHANGE TRADED FD T $17.40万0.03%2,145 -5,567-72.2% -$45.17万 减仓
WCLD WISDOMTREE TR $17.83万0.03%5,561 00.0% — 不变
INTC INTEL CORP $18.61万0.03%1,333 -2,211-62.4% -$30.87万 重新持有
SPG SIMON PPTY GROUP INC NEW $18.63万0.03%833 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $19.40万0.04%1,640 -38,637-95.9% -$457.11万 减仓
XLV SELECT SECTOR SPDR TR $19.86万0.04%1,252 00.0% — 不变
VFLO VICTORY PORTFOLIOS II $20.43万0.04%4,465 00.0% — 不变
PKW INVESCO EXCHANGE TRADED FD T $20.87万0.04%1,473 1,473— $20.87万 新建仓
JPM JPMORGAN CHASE & CO $21.08万0.04%644 -207-24.3% -$6.78万 减仓
CPB THE CAMPBELLS COMPANY $21.25万0.04%9,544 9,544— $21.25万 新建仓
XLC SELECT SECTOR SPDR TR $21.58万0.04%2,014 85673.9% $9.17万 重新持有
KO COCA COLA CO $21.74万0.04%2,664 -284-9.6% -$2.32万 减仓
IEUR ISHARES TR $21.85万0.04%2,907 00.0% — 不变
ABNB AIRBNB INC $25.83万0.05%1,805 00.0% — 不变
XLE SELECT SECTOR SPDR TR $26.02万0.05%4,900 00.0% — 不变
SHAK SHAKE SHACK INC $26.14万0.05%4,666 4,666— $26.14万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $26.23万0.05%1,535 1,535— $26.23万 新建仓
IEF ISHARES TR $26.39万0.05%2,790 00.0% — 不变
ITA ISHARES TR $26.42万0.05%1,090 00.0% — 不变
IJK ISHARES TR $26.44万0.05%2,250 00.0% — 不变
IVW ISHARES TR $27.51万0.05%2,000 00.0% — 不变
— GLOBAL X FDS $30.02万0.06%7,782 00.0% — 不变
— WISDOMTREE TR $30.41万0.06%5,273 5,273— $30.41万 新建仓
AGG ISHARES TR $31.04万0.06%3,136 00.0% — 不变
SOXX ISHARES TR $32.04万0.06%500 00.0% — 不变
LRCX LAM RESEARCH CORP $32.04万0.06%739 00.0% — 不变
VIS VANGUARD WORLD FD $32.11万0.06%891 00.0% — 不变
— GLOBAL X FDS $33.28万0.06%13,481 00.0% — 不变
KLAC KLA CORP $36.21万0.07%1,200 00.0% — 不变
PIZ INVESCO EXCH TRADED FD TR II $40.53万0.08%7,250 00.0% — 不变
EWT ISHARES INC $41.03万0.08%3,778 00.0% — 不变
IWR ISHARES TR $41.37万0.08%3,750 00.0% — 不变
EWY ISHARES INC $41.71万0.08%2,066 00.0% — 不变
XLI SELECT SECTOR SPDR TR $42.16万0.08%2,276 00.0% — 不变
RH RH $43.79万0.08%2,658 00.0% — 不变
XLF SELECT SECTOR SPDR TR $45.47万0.08%8,481 00.0% — 不变
SNEX STONEX GROUP INC $45.50万0.08%3,840 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $46.38万0.09%7,770 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $47.73万0.09%12,800 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $53.39万0.10%11,904 00.0% — 不变
TSLA TESLA INC $53.46万0.10%1,271 20.2% $841 加仓
BKLN INVESCO EXCH TRADED FD TR II $53.69万0.10%26,358 -1,389-5.0% -$2.83万 减仓
SRVR PACER FDS TR $54.01万0.10%17,000 00.0% — 不变
XLU SELECT SECTOR SPDR TR $54.34万0.10%11,986 -584-4.6% -$2.65万 减仓
MU MICRON TECHNOLOGY INC $57.02万0.11%494 -3-0.6% -$3,463 减仓
IGV ISHARES TR $59.09万0.11%6,522 66411.3% $6.02万 加仓
BOTZ GLOBAL X FDS $60.52万0.11%15,943 00.0% — 不变
GGAL GRUPO FINANCIERO GALICIA S.A $61.04万0.11%12,200 00.0% — 不变
BUG GLOBAL X FDS $65.91万0.12%17,258 00.0% — 不变
FLOT ISHARES TR $66.23万0.12%12,973 00.0% — 不变
IGIB ISHARES TR $67.62万0.13%12,718 00.0% — 不变
— PACER FDS TR $67.85万0.13%16,874 00.0% — 不变