Sendero Wealth Management, LLC
SAN ANTONIO TX · SEC CIK 0001639375
$9.04亿2026Q1 申报市值
205持仓数
56.1%前十大占比 · 第一大 20.7%
22 / 13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
TOUCHSTONE ETF T 新建仓+$2,544.30万
MGNR 加仓+$1,500.73万
EAGL 加仓+$1,156.43万
IT 新建仓+$351.53万
CRM 加仓+$342.43万
2026Q1 卖出最多 按季末市值估算
GNR 清仓-$1,498.78万
DE 减仓-$348.12万
WARNER BROS DISC 减仓-$339.58万
GOOGL 减仓-$313.39万
ABT 减仓-$224.07万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $866.48万 | 0.96% | 70,571 | 685 | 1.0% | $8.41万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $868.08万 | 0.96% | 329,692 | 10,890 | 3.4% | $28.67万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $882.89万 | 0.98% | 56,135 | 5,949 | 11.9% | $93.57万 | 加仓 |
| COP | CONOCOPHILLIPS | $925.41万 | 1.02% | 70,107 | -14,849 | -17.5% | -$196.01万 | 减仓 |
| META | META PLATFORMS INC | $929.67万 | 1.03% | 16,249 | 942 | 6.2% | $53.90万 | 加仓 |
| CRM | SALESFORCE INC | $995.08万 | 1.10% | 53,307 | 18,344 | 52.5% | $342.43万 | 加仓 |
| — | EXXON MOBIL CORP | $1,117.50万 | 1.24% | 65,867 | -513 | -0.8% | -$8.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,192.32万 | 1.32% | 19,953 | -587 | -2.9% | -$35.08万 | 减仓 |
| AVGO | BROADCOM INC | $1,415.46万 | 1.57% | 45,732 | 276 | 0.6% | $8.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,758.27万 | 1.94% | 84,423 | -9,125 | -9.8% | -$190.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,056.83万 | 2.28% | 55,564 | -523 | -0.9% | -$19.36万 | 减仓 |
| GOOGL | ALPHABET INC | $2,369.69万 | 2.62% | 82,406 | -10,898 | -11.7% | -$313.39万 | 减仓 |
| — | TOUCHSTONE ETF TRUST | $2,544.30万 | 2.81% | 1,089,354 | 1,089,354 | — | $2,544.30万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,987.97万 | 3.30% | 171,329 | -1,182 | -0.7% | -$20.61万 | 减仓 |
| ITOT | ISHARES TR | $3,057.81万 | 3.38% | 214,689 | 488 | 0.2% | $6.95万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $7,528.10万 | 8.33% | 1,459,500 | 290,952 | 24.9% | $1,500.73万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $8,303.04万 | 9.18% | 2,729,468 | 380,154 | 16.2% | $1,156.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.87亿 | 20.66% | 582,137 | 2,779 | 0.5% | $89.15万 | 加仓 |