Circle Wealth Management, LLC
SUMMIT NJ · SEC CIK 0001578242
$70.16亿2026Q1 申报市值
264持仓数
84.5%前十大占比 · 第一大 43.2%
36 / 16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
AAPL 加仓+$6.42亿
IVV 加仓+$1.46亿
GIND 加仓+$2,024.62万
FEOE 新建仓+$1,052.49万
EWY 新建仓+$936.32万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$248.78万
CRDO 清仓-$248.57万
AKRE 减仓-$236.86万
TSM 减仓-$225.05万
SE 清仓-$203.92万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $30.31亿 | 43.21% | 11,944,494 | 2,527,828 | 26.8% | $6.42亿 | 加仓 |
| IVV | ISHARES TR | $7.11亿 | 10.14% | 1,088,898 | 223,933 | 25.9% | $1.46亿 | 加仓 |
| IWF | ISHARES TR | $5.81亿 | 8.29% | 1,363,473 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $5.40亿 | 7.70% | 830,249 | 1,425 | 0.2% | $92.67万 | 加仓 |
| IJH | ISHARES TR | $3.10亿 | 4.42% | 4,587,095 | -27,786 | -0.6% | -$187.64万 | 减仓 |
| IJR | ISHARES TR | $2.85亿 | 4.06% | 2,289,104 | 3 | 0.0% | $373 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.65亿 | 2.36% | 276,504 | 6,294 | 2.3% | $376.10万 | 加仓 |
| IWD | ISHARES TR | $1.44亿 | 2.05% | 672,670 | 37 | 0.0% | $7,906 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,312.89万 | 1.18% | 259,122 | 643 | 0.2% | $20.63万 | 加仓 |
| LLY | ELI LILLY & CO | $7,944.43万 | 1.13% | 86,374 | 367 | 0.4% | $33.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $7,221.12万 | 1.03% | 819,093 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $6,616.96万 | 0.94% | 2,636,237 | 24,376 | 0.9% | $61.18万 | 加仓 |
| AMZN | AMAZON COM INC | $5,860.43万 | 0.84% | 281,386 | -3,241 | -1.1% | -$67.50万 | 减仓 |
| GIND | GOLDMAN SACHS ETF TR | $4,330.92万 | 0.62% | 1,950,179 | 911,671 | 87.8% | $2,024.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,079.58万 | 0.58% | 110,208 | 1,902 | 1.8% | $70.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,421.56万 | 0.49% | 59,281 | 1,190 | 2.0% | $68.68万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,079.81万 | 0.44% | 117,586 | 30,000 | 34.3% | $785.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,005.01万 | 0.43% | 43,069 | -107 | -0.2% | -$7.47万 | 减仓 |
| NKE | NIKE INC | $2,944.72万 | 0.42% | 557,501 | 1,280 | 0.2% | $6.76万 | 加仓 |
| GOOGL | ALPHABET INC | $2,928.66万 | 0.42% | 101,845 | 21,410 | 26.6% | $615.67万 | 加仓 |
| ACWI | ISHARES TR | $2,755.13万 | 0.39% | 199,113 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2,667.77万 | 0.38% | 297,775 | 144 | 0.0% | $1.29万 | 加仓 |
| IYG | ISHARES TR | $2,440.47万 | 0.35% | 294,600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,273.64万 | 0.32% | 79,259 | 2,712 | 3.5% | $77.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2,203.24万 | 0.31% | 74,900 | 2,149 | 3.0% | $63.21万 | 加仓 |
| MRK | MERCK & CO INC | $2,132.58万 | 0.30% | 177,287 | -4,089 | -2.3% | -$49.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,082.61万 | 0.30% | 29 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,898.35万 | 0.27% | 108,851 | 2,059 | 1.9% | $35.91万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,849.42万 | 0.26% | 139,159 | 2,569 | 1.9% | $34.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,740.88万 | 0.25% | 20,578 | 1 | 0.0% | $846 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,587.36万 | 0.23% | 73,810 | -2,067 | -2.7% | -$44.45万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,447.19万 | 0.21% | 192,702 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,433.04万 | 0.20% | 33,304 | 865 | 2.7% | $37.22万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $1,426.09万 | 0.20% | 229,718 | 94,947 | 70.5% | $589.43万 | 加仓 |
| RTX | RTX CORPORATION | $1,341.90万 | 0.19% | 69,565 | 1,139 | 1.7% | $21.97万 | 加仓 |
| FEOE | RBB FUND TRUST | $1,052.49万 | 0.15% | 208,580 | 208,580 | — | $1,052.49万 | 新建仓 |
| EWY | ISHARES INC | $936.32万 | 0.13% | 76,117 | 76,117 | — | $936.32万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $884.08万 | 0.13% | 18,449 | 1,197 | 6.9% | $57.36万 | 加仓 |
| IWV | ISHARES TR | $821.46万 | 0.12% | 22,161 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $820.88万 | 0.12% | 14,348 | 1,484 | 11.5% | $84.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $795.61万 | 0.11% | 310,300 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $788.99万 | 0.11% | 22,128 | 7 | 0.0% | $2,496 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $769.26万 | 0.11% | 52,588 | -2,300 | -4.2% | -$33.64万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $717.33万 | 0.10% | 87,501 | 135 | 0.2% | $1.11万 | 加仓 |
| TSLA | TESLA INC | $695.28万 | 0.10% | 18,703 | 41 | 0.2% | $1.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $641.09万 | 0.09% | 16,421 | 972 | 6.3% | $37.95万 | 加仓 |
| AVGO | BROADCOM INC | $640.25万 | 0.09% | 20,686 | 3,642 | 21.4% | $112.72万 | 加仓 |
| EPI | WISDOMTREE TR | $634.60万 | 0.09% | 155,539 | 11,836 | 8.2% | $48.29万 | 加仓 |
| EMXC | ISHARES INC | $632.18万 | 0.09% | 80,369 | 80,369 | — | $632.18万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $478.78万 | 0.07% | 17,581 | -373 | -2.1% | -$10.16万 | 减仓 |
| IJK | ISHARES TR | $442.73万 | 0.06% | 44,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $441.08万 | 0.06% | 49,376 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $433.95万 | 0.06% | 45,133 | -2,807 | -5.9% | -$26.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $412.98万 | 0.06% | 19,329 | -4,585 | -19.2% | -$97.96万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $396.91万 | 0.06% | 48,151 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $394.32万 | 0.06% | 56,534 | 1,987 | 3.6% | $13.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $376.47万 | 0.05% | 15,843 | -252 | -1.6% | -$5.99万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $376.09万 | 0.05% | 66,789 | 958 | 1.5% | $5.39万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $364.01万 | 0.05% | 18,431 | 1,511 | 8.9% | $29.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $338.32万 | 0.05% | 6,771 | -621 | -8.4% | -$31.03万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $337.02万 | 0.05% | 42,371 | 16,464 | 63.6% | $130.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $329.82万 | 0.05% | 9,759 | -6,659 | -40.6% | -$225.05万 | 减仓 |
| IEF | ISHARES TR | $327.52万 | 0.05% | 34,317 | 11,068 | 47.6% | $105.63万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $317.58万 | 0.05% | 4,519 | 1,599 | 54.8% | $112.37万 | 加仓 |
| IWM | ISHARES TR | $307.03万 | 0.04% | 12,380 | -785 | -6.0% | -$19.47万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $300.42万 | 0.04% | 3,015 | 814 | 37.0% | $81.11万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $295.29万 | 0.04% | 20,141 | 7 | 0.0% | $1,026 | 加仓 |
| SNOW | SNOWFLAKE INC | $290.80万 | 0.04% | 19,281 | 683 | 3.7% | $10.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $281.38万 | 0.04% | 11,511 | 673 | 6.2% | $16.45万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $281.15万 | 0.04% | 19,465 | -20 | -0.1% | -$2,889 | 减仓 |
| ORCL | ORACLE CORP | $277.07万 | 0.04% | 18,834 | -6,444 | -25.5% | -$94.80万 | 减仓 |
| CIEN | CIENA CORP | $274.05万 | 0.04% | 7,059 | -6,408 | -47.6% | -$248.78万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $258.21万 | 0.04% | 44,109 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $257.54万 | 0.04% | 12,660 | 515 | 4.2% | $10.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $257.32万 | 0.04% | 5,235 | 612 | 13.2% | $30.08万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $256.71万 | 0.04% | 33,305 | 454 | 1.4% | $3.50万 | 加仓 |
| ASML | ASML HOLDING N V | $250.17万 | 0.04% | 1,894 | -24 | -1.3% | -$3.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $242.81万 | 0.03% | 19,776 | -4,168 | -17.4% | -$51.17万 | 减仓 |
| SHOP | SHOPIFY INC | $241.45万 | 0.03% | 20,355 | 134 | 0.7% | $1.59万 | 加仓 |
| CAT | CATERPILLAR INC | $226.07万 | 0.03% | 3,191 | 30 | 0.9% | $2.13万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $223.29万 | 0.03% | 13,928 | 2,724 | 24.3% | $43.67万 | 加仓 |
| UNP | UNION PAC CORP | $207.27万 | 0.03% | 8,543 | 614 | 7.7% | $14.90万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $203.63万 | 0.03% | 13,749 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $201.17万 | 0.03% | 39,460 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $200.77万 | 0.03% | 9,730 | 3,524 | 56.8% | $72.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $198.19万 | 0.03% | 10,101 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $196.15万 | 0.03% | 7,536 | 10 | 0.1% | $2,603 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $194.99万 | 0.03% | 38,711 | 14,435 | 59.5% | $72.71万 | 加仓 |
| MELI | MERCADOLIBRE INC | $190.71万 | 0.03% | 1,103 | 243 | 28.3% | $42.02万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $189.11万 | 0.03% | 125,100 | -3,800 | -2.9% | -$5.74万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $188.50万 | 0.03% | 27,200 | -2,512 | -8.5% | -$17.41万 | 减仓 |
| V | VISA INC | $184.57万 | 0.03% | 6,107 | 1,110 | 22.2% | $33.55万 | 加仓 |
| ENTG | ENTEGRIS INC | $184.45万 | 0.03% | 15,733 | 9,349 | 146.4% | $109.61万 | 加仓 |
| INTC | INTEL CORP | $181.71万 | 0.03% | 41,176 | 35,432 | 616.9% | $156.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $181.22万 | 0.03% | 9,334 | 4,262 | 84.0% | $82.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $180.17万 | 0.03% | 10,440 | 10,440 | — | $180.17万 | 新建仓 |
| EWJ | ISHARES INC | $179.48万 | 0.03% | 21,256 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $178.43万 | 0.03% | 36,141 | -8,784 | -19.6% | -$43.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $169.66万 | 0.02% | 6,270 | 12 | 0.2% | $3,247 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $167.88万 | 0.02% | 20,883 | 4,768 | 29.6% | $38.33万 | 加仓 |