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 |
|---|---|---|---|---|---|---|---|---|
| VVV | VALVOLINE INC | $107.64万 | 0.12% | 31,959 | 13 | 0.0% | $438 | 加仓 |
| AA | ALCOA CORP | $106.59万 | 0.12% | 16,070 | -2,235 | -12.2% | -$14.82万 | 减仓 |
| ATR | APTARGROUP INC | $103.17万 | 0.11% | 8,187 | 2 | 0.0% | $252 | 加仓 |
| WWD | WOODWARD INC | $99.18万 | 0.11% | 2,771 | -2,139 | -43.6% | -$76.56万 | 减仓 |
| ARW | ARROW ELECTRS INC | $99.17万 | 0.11% | 6,915 | -3,133 | -31.2% | -$44.93万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $99.02万 | 0.11% | 2,148 | -41 | -1.9% | -$1.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.61万 | 0.11% | 2,037 | -51 | -2.4% | -$2.44万 | 减仓 |
| — | GATES INDL CORP PLC | $97.43万 | 0.11% | 43,093 | 11 | 0.0% | $249 | 加仓 |
| SBR | SABINE RTY TR | $97.39万 | 0.11% | 12,927 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $96.02万 | 0.11% | 5,432 | 5,432 | — | $96.02万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.09万 | 0.11% | 1,462 | -612 | -29.5% | -$39.81万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $94.17万 | 0.10% | 12,777 | -1,589 | -11.1% | -$11.71万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $94.04万 | 0.10% | 17,581 | -19 | -0.1% | -$1,016 | 减仓 |
| ABT | ABBOTT LABORATORIES | $93.43万 | 0.10% | 9,100 | -21,823 | -70.6% | -$224.07万 | 减仓 |
| TER | TERADYNE INC | $90.89万 | 0.10% | 3,066 | 3,066 | — | $90.89万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $89.88万 | 0.10% | 1,856 | 566 | 43.9% | $27.41万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.56万 | 0.10% | 2,077 | -4 | -0.2% | -$1,667 | 减仓 |
| MCK | MCKESSON CORP | $85.41万 | 0.09% | 987 | 3 | 0.3% | $2,596 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $84.56万 | 0.09% | 3,932 | 275 | 7.5% | $5.91万 | 加仓 |
| ASML | ASML HLDG NV | $84.40万 | 0.09% | 639 | -498 | -43.8% | -$65.78万 | 减仓 |
| CNM | CORE & MAIN INC | $84.00万 | 0.09% | 17,004 | 5 | 0.0% | $247 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $83.35万 | 0.09% | 12,438 | 4,017 | 47.7% | $26.92万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $81.65万 | 0.09% | 2,789 | 995 | 55.5% | $29.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $81.51万 | 0.09% | 3,815 | -259 | -6.4% | -$5.53万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $80.70万 | 0.09% | 2,668 | -40 | -1.5% | -$1.21万 | 减仓 |
| DCI | DONALDSON INC | $79.66万 | 0.09% | 9,386 | -5,095 | -35.2% | -$43.24万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $79.46万 | 0.09% | 59,387 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $78.80万 | 0.09% | 6,181 | 2,826 | 84.2% | $36.03万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $78.02万 | 0.09% | 28,381 | 7,304 | 34.7% | $20.08万 | 加仓 |
| WFC | WELLS FARGO & CO | $77.86万 | 0.09% | 9,780 | -290 | -2.9% | -$2.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $77.79万 | 0.09% | 8,683 | -23 | -0.3% | -$2,061 | 减仓 |
| MSA | MSA SAFETY INC | $76.37万 | 0.08% | 4,658 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $74.85万 | 0.08% | 5,212 | 900 | 20.9% | $12.93万 | 加仓 |
| SYY | SYSCO CORP | $73.86万 | 0.08% | 10,354 | -187 | -1.8% | -$1.33万 | 减仓 |
| WMT | WALMART INC | $73.41万 | 0.08% | 5,907 | 26 | 0.4% | $3,231 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $70.94万 | 0.08% | 11,305 | 11,305 | — | $70.94万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $70.03万 | 0.08% | 656 | 656 | — | $70.03万 | 新建仓 |
| SHEL | SHELL PLC | $69.20万 | 0.08% | 7,441 | -3,322 | -30.9% | -$30.89万 | 减仓 |
| LLY | ELI LILLY & CO | $67.31万 | 0.07% | 732 | -53 | -6.8% | -$4.87万 | 减仓 |
| SPGI | S&P GLOBAL INC | $64.99万 | 0.07% | 1,528 | 1,528 | — | $64.99万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $64.45万 | 0.07% | 4,835 | -3,627 | -42.9% | -$48.35万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $63.22万 | 0.07% | 8,808 | -948 | -9.7% | -$6.80万 | 减仓 |
| CSL | CARLISLE COS INC | $62.72万 | 0.07% | 1,880 | -125 | -6.2% | -$4.17万 | 减仓 |
| HUM | HUMANA INC | $62.52万 | 0.07% | 3,606 | -1 | -0.0% | -$173 | 减仓 |
| RVTY | REVVITY INC | $62.32万 | 0.07% | 7,113 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $60.99万 | 0.07% | 2,816 | 2,816 | — | $60.99万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $60.29万 | 0.07% | 8,287 | 1,507 | 22.2% | $10.96万 | 加仓 |
| CSX | CSX CORP | $59.11万 | 0.07% | 14,400 | -16 | -0.1% | -$657 | 减仓 |
| BDX | BECTON DICKINSON & CO | $58.76万 | 0.06% | 3,737 | -29 | -0.8% | -$4,560 | 减仓 |
| MRK | MERCK & CO INC | $58.23万 | 0.06% | 4,841 | -2,004 | -29.3% | -$24.11万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $57.81万 | 0.06% | 15,388 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $56.95万 | 0.06% | 7,733 | 33 | 0.4% | $2,430 | 加仓 |
| MMM | 3M CO | $56.90万 | 0.06% | 3,918 | -11 | -0.3% | -$1,598 | 减仓 |
| MTN | VAIL RESORTS INC | $56.10万 | 0.06% | 4,372 | -103 | -2.3% | -$1.32万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $54.45万 | 0.06% | 13,972 | -26 | -0.2% | -$1,013 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.52万 | 0.06% | 9,902 | 398 | 4.2% | $2.15万 | 加仓 |
| SSD | SIMPSON MFG INC | $51.37万 | 0.06% | 2,993 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $49.34万 | 0.05% | 5,200 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $48.29万 | 0.05% | 3,686 | -17 | -0.5% | -$2,227 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.22万 | 0.05% | 12,291 | 12,291 | — | $47.22万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $45.18万 | 0.05% | 4,591 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $44.23万 | 0.05% | 3,900 | -121 | -3.0% | -$1.37万 | 减仓 |
| DIS | DISNEY WALT CO | $43.44万 | 0.05% | 4,507 | 17 | 0.4% | $1,638 | 加仓 |
| BAC | BANK AMERICA CORP | $42.51万 | 0.05% | 8,720 | -297 | -3.3% | -$1.45万 | 减仓 |
| VNT | VONTIER CORPORATION | $42.13万 | 0.05% | 11,879 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $40.93万 | 0.05% | 8,137 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $40.57万 | 0.04% | 2,840 | -73 | -2.5% | -$1.04万 | 减仓 |
| CMI | CUMMINS INC | $39.65万 | 0.04% | 737 | -266 | -26.5% | -$14.31万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $38.99万 | 0.04% | 1,840 | -1 | -0.1% | -$212 | 减仓 |
| EFA | ISHARES TR | $38.74万 | 0.04% | 3,988 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $37.78万 | 0.04% | 1,424 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $37.60万 | 0.04% | 846 | -91 | -9.7% | -$4.04万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $37.22万 | 0.04% | 12,800 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $35.31万 | 0.04% | 12,574 | 221 | 1.8% | $6,206 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $35.30万 | 0.04% | 1,635 | -52 | -3.1% | -$1.12万 | 减仓 |
| CTS | CTS CORP | $34.76万 | 0.04% | 7,279 | -108 | -1.5% | -$5,158 | 减仓 |
| QQQ | INVESCO QQQ TR | $33.65万 | 0.04% | 583 | -390 | -40.1% | -$22.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.43万 | 0.03% | 1,013 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $29.27万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $29.10万 | 0.03% | 3,159 | 17 | 0.5% | $1,566 | 加仓 |
| CTVA | CORTEVA INC | $28.91万 | 0.03% | 3,454 | -16 | -0.5% | -$1,339 | 减仓 |
| EQT | EQT CORP | $28.25万 | 0.03% | 4,439 | 4,439 | — | $28.25万 | 新建仓 |
| RHI | ROBERT HALF INC. | $28.08万 | 0.03% | 11,057 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.07万 | 0.03% | 571 | 571 | — | $28.07万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $27.72万 | 0.03% | 2,984 | 93 | 3.2% | $8,638 | 加仓 |
| CALM | CAL MAINE FOODS INC | $26.93万 | 0.03% | 3,403 | 5 | 0.1% | $396 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $26.25万 | 0.03% | 7,829 | 7,829 | — | $26.25万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.83万 | 0.03% | 6,827 | -1,000 | -12.8% | -$3.78万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $25.50万 | 0.03% | 1,286 | -116 | -8.3% | -$2.30万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $24.21万 | 0.03% | 1,403 | -3 | -0.2% | -$518 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.01万 | 0.03% | 1,384 | 1,384 | — | $24.01万 | 新建仓 |
| OC | OWENS CORNING NEW | $23.70万 | 0.03% | 2,190 | 2,190 | — | $23.70万 | 新建仓 |
| IVV | ISHARES TR | $23.19万 | 0.03% | 355 | -483 | -57.6% | -$31.56万 | 减仓 |
| AON | AON PLC | $23.11万 | 0.03% | 716 | -1,690 | -70.2% | -$54.55万 | 减仓 |
| VMI | VALMONT INDS INC | $22.78万 | 0.03% | 570 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $21.61万 | 0.02% | 545 | 3 | 0.6% | $1,189 | 加仓 |
| HSY | HERSHEY CO | $21.58万 | 0.02% | 1,038 | 1,038 | — | $21.58万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $21.49万 | 0.02% | 365 | -409 | -52.8% | -$24.08万 | 减仓 |
| GM | GENERAL MTRS CO | $21.38万 | 0.02% | 2,870 | -3,317 | -53.6% | -$24.71万 | 减仓 |
| POOL | POOL CORP | $20.96万 | 0.02% | 1,036 | 1,036 | — | $20.96万 | 新建仓 |