Sendero Wealth Management, LLC
SAN ANTONIO TX · SEC CIK 0001639375
$10.04亿2026Q2 申报市值
209持仓数
54.7%前十大占比 · 第一大 21.4%
17 / 13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
EAGL 加仓+$517.77万
MRSH 加仓+$458.69万
APH 新建仓+$391.64万
MGK 新建仓+$329.52万
DELL 新建仓+$284.25万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$741.76万
MPC 减仓-$680.93万
AMZN 减仓-$450.05万
V 减仓-$442.38万
WARNER BROS DISC 减仓-$398.71万
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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PUB LTD CO | $788.33万 | 0.78% | 45,382 | 4,902 | 12.1% | $85.15万 | 加仓 |
| ABNB | AIRBNB INC | $810.63万 | 0.81% | 56,648 | 3,735 | 7.1% | $53.45万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $862.97万 | 0.86% | 43,015 | 3,171 | 8.0% | $63.62万 | 加仓 |
| CNC | CENTENE CORP DEL | $869.89万 | 0.87% | 135,518 | -9,141 | -6.3% | -$58.68万 | 减仓 |
| IQV | IQVIA HLDGS INC | $920.56万 | 0.92% | 47,643 | -1,113 | -2.3% | -$21.51万 | 减仓 |
| — | EXXON MOBIL CORP | $950.15万 | 0.95% | 69,496 | 3,629 | 5.5% | $49.62万 | 加仓 |
| CRM | SALESFORCE INC | $960.86万 | 0.96% | 61,334 | 8,027 | 15.1% | $125.75万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $994.62万 | 0.99% | 4,780 | 217 | 4.8% | $45.15万 | 加仓 |
| META | META PLATFORMS INC | $1,037.04万 | 1.03% | 18,410 | 2,161 | 13.3% | $121.73万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,231.60万 | 1.23% | 376,291 | 46,599 | 14.1% | $152.52万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,283.45万 | 1.28% | 75,550 | 4,979 | 7.1% | $84.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,315.33万 | 1.31% | 19,151 | -802 | -4.0% | -$55.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,330.91万 | 1.33% | 35,679 | -19,885 | -35.8% | -$741.76万 | 减仓 |
| AMZN | AMAZON COM INC | $1,562.07万 | 1.56% | 65,540 | -18,883 | -22.4% | -$450.05万 | 减仓 |
| AVGO | BROADCOM INC | $1,690.25万 | 1.68% | 44,745 | -987 | -2.2% | -$37.28万 | 减仓 |
| GOOGL | ALPHABET INC | $2,815.50万 | 2.80% | 78,783 | -3,623 | -4.4% | -$129.48万 | 减仓 |
| — | TOUCHSTONE ETF TRUST | $2,893.64万 | 2.88% | 1,095,264 | 5,910 | 0.5% | $15.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,368.90万 | 3.35% | 168,369 | -2,960 | -1.7% | -$59.23万 | 减仓 |
| ITOT | ISHARES TR | $3,541.43万 | 3.53% | 215,586 | 897 | 0.4% | $14.73万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $6,908.59万 | 6.88% | 1,422,984 | -36,516 | -2.5% | -$177.29万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $9,298.47万 | 9.26% | 2,890,417 | 160,949 | 5.9% | $517.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.15亿 | 21.42% | 581,408 | -729 | -0.1% | -$26.98万 | 减仓 |