Elite Wealth Management, Inc.
KIRKLAND WA · SEC CIK 0001622757
$3.37亿2026Q2 申报市值
47持仓数
71.3%前十大占比 · 第一大 24.9%
9 / 11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
AGX 新建仓+$756.47万
WDC 新建仓+$627.16万
GEV 加仓+$327.08万
BE 新建仓+$285.69万
CAT 加仓+$245.99万
2026Q2 卖出最多 按季末市值估算
CB 清仓-$798.14万
AEM 清仓-$536.54万
RY 清仓-$524.43万
MSFT 减仓-$406.26万
PM 减仓-$284.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -24,488 | -100.0% | -$798.14万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -26,433 | -100.0% | -$536.54万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -32,416 | -100.0% | -$524.43万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -9,171 | -100.0% | -$108.89万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -6,492 | -100.0% | -$94.28万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,732 | -100.0% | -$81.97万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -3,652 | -100.0% | -$53.37万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -953 | -100.0% | -$35.43万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$23.48万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,380 | -100.0% | -$22.88万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -1,323 | -100.0% | -$20.01万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.16万 | 0.06% | 532 | -64 | -10.7% | -$2.55万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $21.18万 | 0.06% | 621 | 621 | — | $21.18万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $22.85万 | 0.07% | 198 | 198 | — | $22.85万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $26.89万 | 0.08% | 1,622 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $27.96万 | 0.08% | 2,252 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $31.59万 | 0.09% | 460 | 6 | 1.3% | $4,121 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $37.07万 | 0.11% | 700 | 700 | — | $37.07万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $41.03万 | 0.12% | 4,036 | -136 | -3.3% | -$1.38万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $47.22万 | 0.14% | 1,901 | 199 | 11.7% | $4.94万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.11万 | 0.16% | 696 | -7 | -1.0% | -$5,342 | 减仓 |
| BA | BOEING CO | $54.12万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $63.50万 | 0.19% | 35,100 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $70.72万 | 0.21% | 756 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $77.99万 | 0.23% | 7,777 | -192 | -2.4% | -$1.93万 | 减仓 |
| CSCO | CISCO SYS INC | $80.65万 | 0.24% | 6,866 | 6,866 | — | $80.65万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $98.22万 | 0.29% | 1,334 | -172 | -11.4% | -$12.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.94万 | 0.33% | 1,512 | -470 | -23.7% | -$35.11万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $138.03万 | 0.41% | 30,444 | 13,507 | 79.7% | $61.24万 | 加仓 |
| FDX | FEDEX CORP | $151.40万 | 0.45% | 4,835 | 4,835 | — | $151.40万 | 新建仓 |
| UNP | UNION PAC CORP | $167.01万 | 0.49% | 6,140 | 6,140 | — | $167.01万 | 新建仓 |
| KO | COCA COLA CO | $174.01万 | 0.52% | 21,411 | 6,570 | 44.3% | $53.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $182.59万 | 0.54% | 10,093 | -15,734 | -60.9% | -$284.64万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $192.44万 | 0.57% | 15,232 | 4,764 | 45.5% | $60.19万 | 加仓 |
| ETR | ENTERGY CORP NEW | $211.03万 | 0.63% | 18,373 | 5,315 | 40.7% | $61.05万 | 加仓 |
| BE | BLOOM ENERGY CORP | $285.69万 | 0.85% | 9,438 | 9,438 | — | $285.69万 | 新建仓 |
| GEV | GE VERNOVA INC | $362.80万 | 1.08% | 3,088 | 2,784 | 915.8% | $327.08万 | 加仓 |
| GOOG | ALPHABET INC | $407.87万 | 1.21% | 11,544 | -715 | -5.8% | -$25.26万 | 减仓 |
| XLK | SELECT SECTOR SPDR ETF | $461.44万 | 1.37% | 24,220 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $519.88万 | 1.54% | 4,882 | 2,310 | 89.8% | $245.99万 | 加仓 |
| AIA | ISHARES TR | $571.84万 | 1.69% | 40,367 | 1,090 | 2.8% | $15.44万 | 加仓 |
| CLS | CELESTICA INC | $607.32万 | 1.80% | 16,648 | -1,404 | -7.8% | -$51.22万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $627.16万 | 1.86% | 9,819 | 9,819 | — | $627.16万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $714.40万 | 2.12% | 12,298 | -208 | -1.7% | -$12.08万 | 减仓 |
| EWY | ISHARES INC | $725.31万 | 2.15% | 35,924 | -139 | -0.4% | -$2.81万 | 减仓 |
| AGX | ARGAN INC | $756.47万 | 2.24% | 9,473 | 9,473 | — | $756.47万 | 新建仓 |
| GLD | SPDR GOLD TR | $771.79万 | 2.29% | 20,951 | -1,275 | -5.7% | -$46.97万 | 减仓 |
| SIL | GLOBAL X FDS | $771.94万 | 2.29% | 99,656 | -6,760 | -6.4% | -$52.36万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $774.21万 | 2.29% | 66,359 | 420 | 0.6% | $4.90万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $854.49万 | 2.53% | 31,782 | 1,314 | 4.3% | $35.33万 | 加仓 |
| KLAC | KLA CORP | $1,010.40万 | 2.99% | 33,489 | 2,029 | 6.4% | $61.22万 | 加仓 |
| AAPL | APPLE INC | $1,061.78万 | 3.15% | 36,694 | -5,770 | -13.6% | -$166.96万 | 减仓 |
| META | META PLATFORMS INC | $1,242.42万 | 3.68% | 22,056 | 509 | 2.4% | $28.67万 | 加仓 |
| AVGO | BROADCOM INC | $1,328.17万 | 3.94% | 35,160 | 70 | 0.2% | $2.64万 | 加仓 |
| AMZN | AMAZON COM INC | $2,210.53万 | 6.55% | 92,747 | -4,719 | -4.8% | -$112.47万 | 减仓 |
| GOOGL | ALPHABET INC | $3,140.69万 | 9.31% | 87,883 | -4,127 | -4.5% | -$147.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,026.08万 | 11.93% | 201,214 | -1,805 | -0.9% | -$36.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,407.47万 | 24.91% | 225,389 | -10,891 | -4.6% | -$406.26万 | 减仓 |