Elite Wealth Management, Inc.
KIRKLAND WA · SEC CIK 0001622757
$3.08亿2026Q1 申报市值
49持仓数
75.4%前十大占比 · 第一大 28.4%
9 / 14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
CB 新建仓+$798.14万
RY 新建仓+$524.43万
EWY 新建仓+$443.61万
AIA 新建仓+$416.93万
KLAC 加仓+$373.70万
2026Q1 卖出最多 按季末市值估算
ISRG 减仓-$718.64万
SAP 清仓-$579.92万
MA 清仓-$443.04万
MSFT 减仓-$386.98万
GE 清仓-$386.67万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $8,746.37万 | 28.39% | 236,280 | -10,454 | -4.2% | -$386.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,540.66万 | 11.49% | 203,019 | -14,859 | -6.8% | -$259.14万 | 减仓 |
| GOOGL | ALPHABET INC | $2,645.83万 | 8.59% | 92,010 | -3,042 | -3.2% | -$87.48万 | 减仓 |
| AMZN | AMAZON COM INC | $2,029.92万 | 6.59% | 97,466 | 13,864 | 16.6% | $288.75万 | 加仓 |
| META | META PLATFORMS INC | $1,232.77万 | 4.00% | 21,547 | -5,677 | -20.9% | -$324.80万 | 减仓 |
| AVGO | BROADCOM INC | $1,086.08万 | 3.53% | 35,090 | -2,151 | -5.8% | -$66.58万 | 减仓 |
| AAPL | APPLE INC | $1,077.69万 | 3.50% | 42,464 | 10,794 | 34.1% | $273.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $964.56万 | 3.13% | 65,939 | -5,827 | -8.1% | -$85.24万 | 减仓 |
| SIL | GLOBAL X FDS | $958.59万 | 3.11% | 106,416 | -8,595 | -7.5% | -$77.42万 | 减仓 |
| GLD | SPDR GOLD TR | $956.36万 | 3.10% | 22,226 | -1,503 | -6.3% | -$64.67万 | 减仓 |
| CB | CHUBB LTD SWITZ | $798.14万 | 2.59% | 24,488 | 24,488 | — | $798.14万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $702.17万 | 2.28% | 30,468 | -2,280 | -7.0% | -$52.55万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $536.54万 | 1.74% | 26,433 | -731 | -2.7% | -$14.84万 | 减仓 |
| RY | ROYAL BK CDA | $524.43万 | 1.70% | 32,416 | 32,416 | — | $524.43万 | 新建仓 |
| CLS | CELESTICA INC | $508.49万 | 1.65% | 18,052 | 343 | 1.9% | $9.66万 | 加仓 |
| KLAC | KLA CORP | $463.23万 | 1.50% | 3,146 | 2,538 | 417.4% | $373.70万 | 加仓 |
| EWY | ISHARES INC | $443.61万 | 1.44% | 36,063 | 36,063 | — | $443.61万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $427.02万 | 1.39% | 25,827 | -688 | -2.6% | -$11.38万 | 减仓 |
| AIA | ISHARES TR | $416.93万 | 1.35% | 39,277 | 39,277 | — | $416.93万 | 新建仓 |
| GOOG | ALPHABET INC | $351.66万 | 1.14% | 12,259 | -3,184 | -20.6% | -$91.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $321.88万 | 1.04% | 24,220 | -600 | -2.4% | -$7.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $254.41万 | 0.83% | 12,506 | -6,729 | -35.0% | -$136.89万 | 减仓 |
| CAT | CATERPILLAR INC | $182.22万 | 0.59% | 2,572 | 2,572 | — | $182.22万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $146.72万 | 0.48% | 13,058 | 579 | 4.6% | $6.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $145.89万 | 0.47% | 10,468 | 359 | 3.6% | $5.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $128.93万 | 0.42% | 1,982 | -301 | -13.2% | -$19.58万 | 减仓 |
| KO | COCA COLA CO | $112.87万 | 0.37% | 14,841 | 620 | 4.4% | $4.72万 | 加仓 |
| DG | DOLLAR GEN CORP | $108.89万 | 0.35% | 9,171 | 9,171 | — | $108.89万 | 新建仓 |
| MMM | 3M CO | $94.28万 | 0.31% | 6,492 | 68 | 1.1% | $9,876 | 加仓 |
| QQQ | INVESCO QQQ TR | $86.94万 | 0.28% | 1,506 | -178 | -10.6% | -$10.28万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $81.97万 | 0.27% | 1,732 | 1,732 | — | $81.97万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $77.72万 | 0.25% | 16,937 | -55 | -0.3% | -$2,524 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.33万 | 0.24% | 756 | -406 | -34.9% | -$40.46万 | 减仓 |
| FIG | FIGMA INC | $74.20万 | 0.24% | 35,100 | 200 | 0.6% | $4,228 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $55.23万 | 0.18% | 7,969 | -105 | -1.3% | -$7,277 | 减仓 |
| NRG | NRG ENERGY INC | $53.37万 | 0.17% | 3,652 | 221 | 6.4% | $3.23万 | 加仓 |
| BA | BOEING CO | $49.76万 | 0.16% | 2,500 | -114 | -4.4% | -$2.27万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $47.52万 | 0.15% | 1,702 | 1,702 | — | $47.52万 | 新建仓 |
| TSLA | TESLA INC | $35.43万 | 0.12% | 953 | -176 | -15.6% | -$6.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.56万 | 0.11% | 1,622 | -1,200 | -42.5% | -$24.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.48万 | 0.09% | 596 | -15,589 | -96.3% | -$718.64万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.45万 | 0.09% | 703 | -200 | -22.1% | -$7.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $27.13万 | 0.09% | 454 | -160 | -26.1% | -$9.56万 | 减仓 |
| RKLB | ROCKET LAB CORP | $26.79万 | 0.09% | 4,172 | -8 | -0.2% | -$514 | 减仓 |
| GEV | GE VERNOVA INC | $26.54万 | 0.09% | 304 | -129 | -29.8% | -$11.26万 | 减仓 |
| IWF | ISHARES TR | $24.01万 | 0.08% | 563 | -237 | -29.6% | -$10.11万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $23.48万 | 0.08% | 1,017 | 1,017 | — | $23.48万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.88万 | 0.07% | 2,380 | -27,353 | -92.0% | -$263.00万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $20.01万 | 0.06% | 1,323 | -3,429 | -72.2% | -$51.87万 | 重新持有 |
| SAP | SAP SE | $0 | 0.00% | 0 | -23,874 | -100.0% | -$579.92万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -7,761 | -100.0% | -$443.04万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -12,553 | -100.0% | -$386.67万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -8,130 | -100.0% | -$300.77万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -4,541 | -100.0% | -$263.70万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -11,279 | -100.0% | -$219.84万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -81,673 | -100.0% | -$142.93万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -4,166 | -100.0% | -$134.23万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -3,615 | -100.0% | -$42.37万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -900 | -100.0% | -$23.84万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,273 | -100.0% | -$22.56万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,236 | -100.0% | -$22.40万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.88万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,667 | -100.0% | -$20.06万 | 清仓 |