JUNCTURE WEALTH STRATEGIES, LLC
SCOTTSDALE AZ · SEC CIK 0001632866
$3.84亿2026Q2 申报市值
179持仓数
47.9%前十大占比 · 第一大 16.2%
49 / 7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
SDY 新建仓+$681.33万
RSP 加仓+$550.14万
IJR 加仓+$424.59万
VLUE 新建仓+$366.93万
IVV 加仓+$346.59万
2026Q2 卖出最多 按季末市值估算
VV 减仓-$738.00万
SCHD 减仓-$202.41万
DFUV 减仓-$168.68万
CATALYST PHARMAC 减仓-$167.84万
SPYV 减仓-$160.61万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,659 | -100.0% | -$26.91万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,169 | -100.0% | -$24.05万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,684 | -100.0% | -$22.26万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,998 | -100.0% | -$21.63万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -2,443 | -100.0% | -$21.46万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -4,090 | -100.0% | -$21.27万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -3,420 | -100.0% | -$20.88万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.24万 | 0.02% | 13,510 | 13,510 | — | $6.24万 | 新建仓 |
| — | SENSTAR TECHNOLOGIES CORP | $6.63万 | 0.02% | 34,375 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $20.17万 | 0.05% | 7,341 | 7,341 | — | $20.17万 | 新建仓 |
| GPC | GENUINE PARTS CO | $20.17万 | 0.05% | 1,710 | 1,710 | — | $20.17万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.65万 | 0.05% | 520 | 520 | — | $20.65万 | 新建仓 |
| IWM | ISHARES TR | $21.06万 | 0.05% | 701 | 701 | — | $21.06万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $21.56万 | 0.06% | 2,771 | 2,771 | — | $21.56万 | 新建仓 |
| IVW | ISHARES TR | $21.74万 | 0.06% | 1,581 | 1,581 | — | $21.74万 | 新建仓 |
| IWL | ISHARES TR | $21.77万 | 0.06% | 1,177 | 0 | 0.0% | — | 重新持有 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $22.05万 | 0.06% | 6,386 | -5,414 | -45.9% | -$18.69万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $23.37万 | 0.06% | 1,057 | 1,057 | — | $23.37万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.64万 | 0.06% | 245 | -507 | -67.4% | -$48.93万 | 减仓 |
| COP | CONOCOPHILLIPS | $23.67万 | 0.06% | 2,277 | -379 | -14.3% | -$3.94万 | 减仓 |
| HON | HONEYWELL INTL INC | $23.70万 | 0.06% | 1,058 | 1,058 | — | $23.70万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.94万 | 0.06% | 3,318 | 3,318 | — | $23.94万 | 新建仓 |
| MDB | MONGODB INC | $24.12万 | 0.06% | 718 | 718 | — | $24.12万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.77万 | 0.06% | 1,047 | -131 | -11.1% | -$3.10万 | 减仓 |
| MDT | MEDTRONIC PLC | $25.16万 | 0.07% | 3,216 | -295 | -8.4% | -$2.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.02万 | 0.07% | 3,148 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.45万 | 0.07% | 2,335 | -225 | -8.8% | -$2.55万 | 减仓 |
| — | FRIEDMAN INDS INC | $27.00万 | 0.07% | 8,391 | 8,391 | — | $27.00万 | 新建仓 |
| ITOT | ISHARES TR | $27.24万 | 0.07% | 1,658 | 146 | 9.7% | $2.40万 | 加仓 |
| EOG | EOG RES INC | $28.44万 | 0.07% | 2,192 | 140 | 6.8% | $1.82万 | 加仓 |
| MO | ALTRIA GROUP INC | $28.62万 | 0.07% | 3,978 | 3,978 | — | $28.62万 | 新建仓 |
| ECL | ECOLAB INC | $29.17万 | 0.08% | 1,047 | 1,047 | — | $29.17万 | 新建仓 |
| BAC | BANK OF AMER CORP | $29.23万 | 0.08% | 5,129 | 0 | 0.0% | — | 不变 |
| — | THERAVANCE BIOPHARMA INC | $29.30万 | 0.08% | 17,234 | 17,234 | — | $29.30万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $29.79万 | 0.08% | 6,404 | 6,404 | — | $29.79万 | 新建仓 |
| STT | STATE STR CORP | $29.99万 | 0.08% | 1,768 | -100 | -5.4% | -$1.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.45万 | 0.08% | 7,193 | 1,910 | 36.2% | $8.09万 | 加仓 |
| SHOP | SHOPIFY INC | $30.77万 | 0.08% | 2,695 | -508 | -15.9% | -$5.80万 | 减仓 |
| ORCL | ORACLE CORP | $30.97万 | 0.08% | 2,113 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $31.13万 | 0.08% | 1,425 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $31.19万 | 0.08% | 1,228 | -6 | -0.5% | -$1,524 | 减仓 |
| NVS | NOVARTIS AG | $31.31万 | 0.08% | 1,998 | -285 | -12.5% | -$4.47万 | 减仓 |
| DINO | HF SINCLAIR CORP | $32.79万 | 0.09% | 4,707 | -252 | -5.1% | -$1.76万 | 减仓 |
| TXT | TEXTRON INC | $34.03万 | 0.09% | 3,710 | 3,710 | — | $34.03万 | 新建仓 |
| IJS | ISHARES TR | $34.18万 | 0.09% | 2,501 | -1,546 | -38.2% | -$21.13万 | 减仓 |
| BLK | BLACKROCK INC | $34.23万 | 0.09% | 356 | 356 | — | $34.23万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.25万 | 0.09% | 717 | -81 | -10.2% | -$3.87万 | 减仓 |
| HRL | HORMEL FOODS CORP | $34.30万 | 0.09% | 13,819 | -1,496 | -9.8% | -$3.71万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $34.34万 | 0.09% | 6,405 | -644 | -9.1% | -$3.45万 | 减仓 |
| ODD | ODDITY TECH LTD | $34.83万 | 0.09% | 23,022 | 23,022 | — | $34.83万 | 新建仓 |
| KO | COCA COLA CO | $35.45万 | 0.09% | 4,362 | 3 | 0.1% | $244 | 加仓 |
| SMB | VANECK ETF TRUST | $35.50万 | 0.09% | 20,463 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $36.64万 | 0.10% | 12,132 | -1,776 | -12.8% | -$5.36万 | 减仓 |
| HQY | HEALTHEQUITY INC | $36.72万 | 0.10% | 4,065 | 4,065 | — | $36.72万 | 新建仓 |
| VCEL | VERICEL CORP | $36.85万 | 0.10% | 8,283 | 8,283 | — | $36.85万 | 新建仓 |
| PRK | PARK NATL CORP | $36.87万 | 0.10% | 2,015 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $37.45万 | 0.10% | 1,377 | 1,377 | — | $37.45万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.88万 | 0.10% | 2,769 | -110 | -3.8% | -$1.50万 | 减仓 |
| TFI | SPDR SERIES TRUST | $38.03万 | 0.10% | 8,303 | 772 | 10.3% | $3.54万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.07万 | 0.10% | 3,092 | 3,092 | — | $38.07万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $42.38万 | 0.11% | 14,123 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $42.80万 | 0.11% | 1,941 | 1,941 | — | $42.80万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.98万 | 0.11% | 425 | 425 | — | $42.98万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $42.99万 | 0.11% | 12,849 | -533 | -4.0% | -$1.78万 | 减仓 |
| MELI | MERCADOLIBRE INC | $43.45万 | 0.11% | 256 | -85 | -24.9% | -$14.43万 | 减仓 |
| ABBV | ABBVIE INC | $43.66万 | 0.11% | 1,735 | -24 | -1.4% | -$6,040 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $44.35万 | 0.12% | 4,126 | 200 | 5.1% | $2.15万 | 加仓 |
| IOT | SAMSARA INC | $44.48万 | 0.12% | 13,717 | 5,698 | 71.1% | $18.48万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $45.31万 | 0.12% | 2,079 | -481 | -18.8% | -$10.48万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $45.64万 | 0.12% | 2,671 | 2,671 | — | $45.64万 | 新建仓 |
| C | CITIGROUP INC | $45.82万 | 0.12% | 3,274 | -200 | -5.8% | -$2.80万 | 减仓 |
| IDCC | INTERDIGITAL INC | $47.34万 | 0.12% | 1,672 | -2,871 | -63.2% | -$81.29万 | 减仓 |
| ATI | ATI INC | $49.02万 | 0.13% | 2,487 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $50.53万 | 0.13% | 1,234 | 0 | 0.0% | — | 不变 |
| OPRA | OPERA LTD | $51.32万 | 0.13% | 25,879 | 25,879 | — | $51.32万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $51.35万 | 0.13% | 4,581 | 74 | 1.6% | $8,295 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.70万 | 0.13% | 1,779 | 1,779 | — | $51.70万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $53.32万 | 0.14% | 5,790 | 5,790 | — | $53.32万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $54.35万 | 0.14% | 5,636 | -10,951 | -66.0% | -$105.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.83万 | 0.14% | 4,340 | -199 | -4.4% | -$2.51万 | 减仓 |
| XSD | SPDR SERIES TRUST | $55.26万 | 0.14% | 886 | -776 | -46.7% | -$48.40万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $55.79万 | 0.15% | 5,804 | 5,804 | — | $55.79万 | 新建仓 |
| INCY | INCYTE CORP | $56.18万 | 0.15% | 4,956 | 4,956 | — | $56.18万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $56.37万 | 0.15% | 4,815 | 4,815 | — | $56.37万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $57.86万 | 0.15% | 18,408 | -53,401 | -74.4% | -$167.84万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $58.09万 | 0.15% | 34,232 | 24,092 | 237.6% | $40.88万 | 加仓 |
| TPR | TAPESTRY INC | $60.76万 | 0.16% | 4,150 | -100 | -2.4% | -$1.46万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $61.47万 | 0.16% | 5,166 | -15 | -0.3% | -$1,785 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $61.76万 | 0.16% | 4,617 | 4,617 | — | $61.76万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $61.78万 | 0.16% | 2,509 | -366 | -12.7% | -$9.01万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $63.31万 | 0.16% | 2,328 | 2,328 | — | $63.31万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $63.48万 | 0.17% | 32,256 | 9,457 | 41.5% | $18.61万 | 加仓 |
| DVY | ISHARES TR | $63.79万 | 0.17% | 4,081 | -611 | -13.0% | -$9.55万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $64.77万 | 0.17% | 5,437 | 1,989 | 57.7% | $23.69万 | 加仓 |
| TLT | ISHARES TR | $64.96万 | 0.17% | 7,517 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $67.42万 | 0.18% | 1,603 | -132 | -7.6% | -$5.55万 | 减仓 |
| QUAL | ISHARES TR | $68.11万 | 0.18% | 3,104 | 3,104 | — | $68.11万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $68.15万 | 0.18% | 3,920 | -200 | -4.9% | -$3.48万 | 减仓 |
| IJH | ISHARES TR | $68.74万 | 0.18% | 8,915 | 129 | 1.5% | $9,947 | 加仓 |
| TXN | TEXAS INSTRS INC | $70.34万 | 0.18% | 2,360 | 2,360 | — | $70.34万 | 新建仓 |