Circle Wealth Management, LLC
SUMMIT NJ · SEC CIK 0001578242
$79.59亿2026Q2 申报市值
257持仓数
84.4%前十大占比 · 第一大 42.2%
22 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$467.06万
GLW 加仓+$383.71万
BE 新建仓+$314.48万
INTC 加仓+$309.77万
PANW 加仓+$239.91万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$9,915.56万
QQQ 减仓-$477.85万
SPY 减仓-$291.46万
GOOGL 减仓-$196.62万
XLV 减仓-$181.05万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $33.57亿 | 42.18% | 11,601,822 | -342,672 | -2.9% | -$9,915.56万 | 减仓 |
| IVV | ISHARES TR | $8.18亿 | 10.27% | 1,091,958 | 3,060 | 0.3% | $229.16万 | 加仓 |
| IWF | ISHARES TR | $6.77亿 | 8.51% | 5,453,892 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.17亿 | 7.75% | 826,346 | -3,903 | -0.5% | -$291.46万 | 减仓 |
| IJH | ISHARES TR | $3.54亿 | 4.44% | 4,587,104 | 9 | 0.0% | $694 | 加仓 |
| IJR | ISHARES TR | $3.39亿 | 4.27% | 2,289,109 | 5 | 0.0% | $742 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.91亿 | 2.40% | 277,855 | 1,351 | 0.5% | $92.79万 | 加仓 |
| IWD | ISHARES TR | $1.63亿 | 2.05% | 672,670 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1.03亿 | 1.30% | 86,137 | -237 | -0.3% | -$28.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $9,641.47万 | 1.21% | 260,552 | 1,430 | 0.6% | $52.92万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,631.41万 | 0.96% | 2,635,156 | -1,081 | -0.0% | -$3.13万 | 减仓 |
| AMZN | AMAZON COM INC | $6,559.55万 | 0.82% | 275,218 | -6,168 | -2.2% | -$147.01万 | 减仓 |
| IAU | ISHARES GOLD TR | $6,184.97万 | 0.78% | 819,093 | 0 | 0.0% | — | 不变 |
| GIND | GOLDMAN SACHS ETF TR | $4,759.87万 | 0.60% | 1,953,240 | 3,061 | 0.2% | $7.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4,110.88万 | 0.52% | 343,949 | -603 | -0.2% | -$7.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,046.17万 | 0.51% | 108,470 | -1,738 | -1.6% | -$64.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,887.63万 | 0.49% | 52,792 | -6,489 | -10.9% | -$477.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,564.27万 | 0.45% | 117,586 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3,442.99万 | 0.43% | 96,343 | -5,502 | -5.4% | -$196.62万 | 减仓 |
| ACWI | ISHARES TR | $3,135.21万 | 0.39% | 199,733 | 620 | 0.3% | $9.73万 | 加仓 |
| SBUX | STARBUCKS CORP | $3,042.96万 | 0.38% | 297,775 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,737.16万 | 0.34% | 77,468 | -1,791 | -2.3% | -$63.28万 | 减仓 |
| IYG | ISHARES TR | $2,665.25万 | 0.33% | 294,600 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2,622.28万 | 0.33% | 137,638 | -1,521 | -1.1% | -$28.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,367.85万 | 0.30% | 72,338 | -2,562 | -3.4% | -$83.86万 | 减仓 |
| MRK | MERCK & CO INC | $2,269.77万 | 0.29% | 176,636 | -651 | -0.4% | -$8.37万 | 减仓 |
| NKE | NIKE INC | $2,266.73万 | 0.28% | 552,188 | -5,313 | -1.0% | -$21.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,171.66万 | 0.27% | 29 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2,081.86万 | 0.26% | 20,585 | 7 | 0.0% | $7,079 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,022.86万 | 0.25% | 101,098 | -7,753 | -7.1% | -$155.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,746.50万 | 0.22% | 73,810 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,613.88万 | 0.20% | 192,702 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $1,573.45万 | 0.20% | 77,932 | 1,815 | 2.4% | $36.64万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $1,515.91万 | 0.19% | 220,720 | -8,998 | -3.9% | -$61.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,373.04万 | 0.17% | 17,992 | 1,571 | 9.6% | $119.89万 | 加仓 |
| RTX | RTX CORPORATION | $1,319.66万 | 0.17% | 69,555 | -10 | -0.0% | -$1,897 | 减仓 |
| FEOE | RBB FUND TRUST | $1,247.39万 | 0.16% | 233,594 | 25,014 | 12.0% | $133.57万 | 加仓 |
| GLD | SPDR GOLD TR | $1,216.61万 | 0.15% | 33,026 | -278 | -0.8% | -$10.24万 | 减仓 |
| IWV | ISHARES TR | $944.95万 | 0.12% | 22,161 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $942.06万 | 0.12% | 21,740 | 2,411 | 12.5% | $104.48万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $913.21万 | 0.11% | 310,300 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $906.38万 | 0.11% | 22,134 | 6 | 0.0% | $2,457 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $891.29万 | 0.11% | 17,812 | -637 | -3.5% | -$31.87万 | 减仓 |
| INTC | INTEL CORP | $884.71万 | 0.11% | 63,361 | 22,185 | 53.9% | $309.77万 | 加仓 |
| EMXC | ISHARES INC | $872.47万 | 0.11% | 85,285 | 4,916 | 6.1% | $50.29万 | 加仓 |
| TSLA | TESLA INC | $849.15万 | 0.11% | 20,189 | 1,486 | 7.9% | $62.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $812.00万 | 0.10% | 13,978 | 1,318 | 10.4% | $76.56万 | 加仓 |
| AVGO | BROADCOM INC | $797.92万 | 0.10% | 21,123 | 437 | 2.1% | $16.51万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $735.21万 | 0.09% | 88,505 | 1,004 | 1.1% | $8.34万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $714.88万 | 0.09% | 20,963 | 7,035 | 50.5% | $239.91万 | 加仓 |
| META | META PLATFORMS INC | $650.59万 | 0.08% | 11,550 | -2,798 | -19.5% | -$157.61万 | 减仓 |
| EPI | WISDOMTREE TR | $648.54万 | 0.08% | 151,599 | -3,940 | -2.5% | -$16.86万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $632.35万 | 0.08% | 54,200 | 1,612 | 3.1% | $18.81万 | 加仓 |
| IEMG | ISHARES INC | $549.73万 | 0.07% | 66,361 | 9,827 | 17.4% | $81.41万 | 加仓 |
| ASML | ASML HLDG NV | $532.57万 | 0.07% | 2,677 | 783 | 41.3% | $155.77万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $531.98万 | 0.07% | 21,281 | 2,850 | 15.5% | $71.24万 | 加仓 |
| IJK | ISHARES TR | $517.00万 | 0.06% | 44,000 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $503.18万 | 0.06% | 2,213 | 632 | 40.0% | $143.70万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $492.04万 | 0.06% | 44,109 | 1,738 | 4.1% | $19.39万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $482.64万 | 0.06% | 65,799 | -990 | -1.5% | -$7.26万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $481.15万 | 0.06% | 15,881 | 38 | 0.2% | $1.15万 | 加仓 |
| VHT | VANGUARD WORLD FD | $477.13万 | 0.06% | 15,957 | -1,624 | -9.2% | -$48.56万 | 减仓 |
| DLN | WISDOMTREE TR | $475.59万 | 0.06% | 49,376 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $467.06万 | 0.06% | 27,336 | 27,336 | — | $467.06万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $456.49万 | 0.06% | 5,320 | 801 | 17.7% | $68.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $456.29万 | 0.06% | 3,953 | 607 | 18.1% | $70.07万 | 加仓 |
| GLW | CORNING INC | $454.10万 | 0.06% | 17,778 | 15,022 | 545.1% | $383.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $424.77万 | 0.05% | 8,895 | -864 | -8.9% | -$41.26万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $405.11万 | 0.05% | 45,755 | -2,396 | -5.0% | -$21.21万 | 减仓 |
| IEF | ISHARES TR | $400.58万 | 0.05% | 42,358 | 8,041 | 23.4% | $76.04万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $391.70万 | 0.05% | 7,627 | 856 | 12.6% | $43.96万 | 加仓 |
| IWM | ISHARES TR | $371.97万 | 0.05% | 12,380 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $361.58万 | 0.05% | 12,131 | 2,797 | 30.0% | $83.37万 | 加仓 |
| CAT | CATERPILLAR INC | $340.45万 | 0.04% | 3,197 | 6 | 0.2% | $6,389 | 加仓 |
| ANET | ARISTA NETWORKS INC | $324.88万 | 0.04% | 19,124 | -652 | -3.3% | -$11.08万 | 减仓 |
| CIEN | CIENA CORP | $323.38万 | 0.04% | 6,592 | -467 | -6.6% | -$22.91万 | 减仓 |
| ENTG | ENTEGRIS INC | $319.49万 | 0.04% | 17,763 | 2,030 | 12.9% | $36.51万 | 加仓 |
| NET | CLOUDFLARE INC | $319.43万 | 0.04% | 13,023 | 3,293 | 33.8% | $80.77万 | 加仓 |
| SNOW | SNOWFLAKE INC | $315.45万 | 0.04% | 12,395 | -6,886 | -35.7% | -$175.25万 | 减仓 |
| BE | BLOOM ENERGY CORP | $314.48万 | 0.04% | 10,389 | 10,389 | — | $314.48万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $297.92万 | 0.04% | 29,709 | 2,509 | 9.2% | $25.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $294.18万 | 0.04% | 11,583 | 72 | 0.6% | $1.83万 | 加仓 |
| TWLO | TWILIO INC | $286.98万 | 0.04% | 13,909 | 1,838 | 15.2% | $37.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $280.88万 | 0.04% | 19,154 | -311 | -1.6% | -$4.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $264.69万 | 0.03% | 45,479 | 1,370 | 3.1% | $7.97万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $262.02万 | 0.03% | 5,226 | -9 | -0.2% | -$4,512 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $254.33万 | 0.03% | 16,196 | 10,233 | 171.6% | $160.69万 | 加仓 |
| ORCL | ORACLE CORP | $250.91万 | 0.03% | 17,121 | -1,713 | -9.1% | -$25.10万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $247.49万 | 0.03% | 26,178 | 7,745 | 42.0% | $73.22万 | 加仓 |
| FN | FABRINET | $237.53万 | 0.03% | 4,226 | 1,054 | 33.2% | $59.24万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $235.88万 | 0.03% | 28,623 | 9,715 | 51.4% | $80.06万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $235.21万 | 0.03% | 32,851 | -454 | -1.4% | -$3.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $233.96万 | 0.03% | 5,629 | -641 | -10.2% | -$26.64万 | 减仓 |
| UNP | UNION PAC CORP | $232.67万 | 0.03% | 8,554 | 11 | 0.1% | $2,992 | 加仓 |
| VTV | VANGUARD INDEX FDS | $220.14万 | 0.03% | 10,101 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $217.71万 | 0.03% | 23,342 | 2,086 | 9.8% | $19.46万 | 加仓 |
| VICR | VICOR CORP | $213.74万 | 0.03% | 5,628 | -805 | -12.5% | -$30.57万 | 减仓 |
| V | VISA INC | $211.23万 | 0.03% | 6,157 | 50 | 0.8% | $1.72万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $205.53万 | 0.03% | 23,813 | 2,930 | 14.0% | $25.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $203.96万 | 0.03% | 7,541 | 5 | 0.1% | $1,352 | 加仓 |