13F 机构持仓

Sendero Wealth Management, LLC

SAN ANTONIO TX · SEC CIK 0001639375

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 21.4%
EAGL 9.3%
MGNR 6.9%
ITOT 3.5%
NVDA 3.4%
TOUCHSTONE ETF 2.9%
GOOGL 2.8%
AVGO 1.7%
AMZN 1.6%
MSFT 1.3%

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 4,90212.1% $85.15万 加仓
ABNB AIRBNB INC $810.63万0.81%56,648 3,7357.1% $53.45万 加仓
COF CAPITAL ONE FINL CORP $862.97万0.86%43,015 3,1718.0% $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 3,6295.5% $49.62万 加仓
CRM SALESFORCE INC $960.86万0.96%61,334 8,02715.1% $125.75万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $994.62万0.99%4,780 2174.8% $45.15万 加仓
META META PLATFORMS INC $1,037.04万1.03%18,410 2,16113.3% $121.73万 加仓
KDP KEURIG DR PEPPER INC $1,231.60万1.23%376,291 46,59914.1% $152.52万 加仓
ANET ARISTA NETWORKS INC $1,283.45万1.28%75,550 4,9797.1% $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 5,9100.5% $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 8970.4% $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%2,890,417 160,9495.9% $517.77万 加仓
VTI VANGUARD INDEX FDS $2.15亿21.42%581,408 -729-0.1% -$26.98万 减仓