BigSur Wealth Management LLC
MIAMI FL · SEC CIK 0001659171
$3.56亿2026Q1 申报市值
163持仓数
33.1%前十大占比 · 第一大 7.1%
12 / 7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
IWB 新建仓+$253.16万
RSP 加仓+$225.60万
PJAN 新建仓+$149.92万
SLV 新建仓+$81.77万
TKO 加仓+$80.66万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$587.97万
BRK/A 减仓-$502.70万
VGK 减仓-$285.04万
IWV 减仓-$240.94万
GOOG 减仓-$223.75万
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 |
|---|---|---|---|---|---|---|---|---|
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -12,000 | -100.0% | -$79.15万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -30,000 | -100.0% | -$49.47万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -1,005 | -100.0% | -$32.01万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$29.08万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,370 | -100.0% | -$26.70万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,089 | -100.0% | -$26.17万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$25.65万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFEB | INNOVATOR ETFS TRUST | $7,619 | 0.00% | 190 | 190 | — | $7,619 | 新建仓 |
| DXJ | WISDOMTREE TR | $2.85万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $2.96万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $5.21万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $5.99万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $6.24万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $8.30万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $11.46万 | 0.03% | 1,925 | -1,000 | -34.2% | -$5.96万 | 减仓 |
| IYH | ISHARES TR | $12.33万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $16.97万 | 0.05% | 4,154 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $17.15万 | 0.05% | 1,240 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $17.62万 | 0.05% | 2,240 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.20万 | 0.06% | 2,652 | -2,497 | -48.5% | -$19.02万 | 减仓 |
| — | ISHARES ETHEREUM TR | $20.95万 | 0.06% | 13,237 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.96万 | 0.06% | 310 | 310 | — | $21.96万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.50万 | 0.06% | 744 | -1,409 | -65.4% | -$42.62万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $23.72万 | 0.07% | 1,460 | 1,460 | — | $23.72万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $24.83万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $27.68万 | 0.08% | 1,141 | -2,254 | -66.4% | -$54.69万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.47万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $28.65万 | 0.08% | 4,045 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $29.29万 | 0.08% | 5,600 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $30.07万 | 0.08% | 7,500 | 7,500 | — | $30.07万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $31.39万 | 0.09% | 1,600 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $31.45万 | 0.09% | 3,600 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $32.58万 | 0.09% | 5,000 | 5,000 | — | $32.58万 | 新建仓 |
| EWY | ISHARES INC | $33.83万 | 0.09% | 2,750 | 2,000 | 266.7% | $24.60万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $33.86万 | 0.09% | 7,927 | 3,291 | 71.0% | $14.06万 | 加仓 |
| EIS | ISHARES INC | $34.81万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.84万 | 0.10% | 991 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $37.73万 | 0.11% | 761 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $38.46万 | 0.11% | 4,000 | 4,000 | — | $38.46万 | 新建仓 |
| FDX | FEDEX CORP | $40.05万 | 0.11% | 1,120 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $40.93万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.56万 | 0.12% | 1,911 | -1,438 | -42.9% | -$31.28万 | 减仓 |
| DBEU | DBX ETF TR | $41.63万 | 0.12% | 8,545 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $43.03万 | 0.12% | 10,668 | -332 | -3.0% | -$1.34万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $43.57万 | 0.12% | 29,500 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $43.94万 | 0.12% | 1,300 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $44.57万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $48.62万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $50.65万 | 0.14% | 5,260 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.20万 | 0.14% | 3,500 | 3,500 | — | $51.20万 | 新建仓 |
| ACWX | ISHARES TR | $51.35万 | 0.14% | 7,500 | 7,500 | — | $51.35万 | 新建仓 |
| FXI | ISHARES TR | $52.32万 | 0.15% | 14,575 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $53.66万 | 0.15% | 25,925 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $54.10万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $54.13万 | 0.15% | 6,800 | -750 | -9.9% | -$5.97万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $55.19万 | 0.15% | 16,257 | 16,257 | — | $55.19万 | 新建仓 |
| EPI | WISDOMTREE TR | $56.18万 | 0.16% | 13,770 | 3,770 | 37.7% | $15.38万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $57.98万 | 0.16% | 16,839 | -3,500 | -17.2% | -$12.05万 | 减仓 |
| CALF | PACER FDS TR | $58.78万 | 0.16% | 13,100 | -1,343 | -9.3% | -$6.03万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.72万 | 0.17% | 1,664 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $61.25万 | 0.17% | 6,586 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $61.40万 | 0.17% | 5,076 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $63.87万 | 0.18% | 5,000 | -1,500 | -23.1% | -$19.16万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $64.31万 | 0.18% | 4,900 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $66.96万 | 0.19% | 2,700 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $67.41万 | 0.19% | 8,688 | 227 | 2.7% | $1.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.34万 | 0.19% | 1,184 | -1,420 | -54.5% | -$81.96万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $68.90万 | 0.19% | 16,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $73.22万 | 0.21% | 7,883 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $73.53万 | 0.21% | 5,915 | 2,350 | 65.9% | $29.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $81.73万 | 0.23% | 3,950 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $81.77万 | 0.23% | 12,000 | 12,000 | — | $81.77万 | 新建仓 |
| IEMG | ISHARES INC | $86.32万 | 0.24% | 12,375 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $89.00万 | 0.25% | 19,000 | 7,000 | 58.3% | $32.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $90.35万 | 0.25% | 14,100 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $90.95万 | 0.26% | 18,200 | -2,620 | -12.6% | -$13.09万 | 减仓 |
| MCD | MCDONALDS CORP | $91.37万 | 0.26% | 2,940 | -2,400 | -44.9% | -$74.59万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $92.12万 | 0.26% | 4,470 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.19万 | 0.26% | 15,200 | -1,000 | -6.2% | -$6.07万 | 减仓 |
| BA | BOEING CO | $93.15万 | 0.26% | 4,680 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $93.98万 | 0.26% | 10,000 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $96.34万 | 0.27% | 11,250 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $96.42万 | 0.27% | 16,573 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $101.83万 | 0.29% | 22,500 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $103.93万 | 0.29% | 18,300 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $107.58万 | 0.30% | 1,740 | 300 | 20.8% | $18.55万 | 加仓 |
| NEM | NEWMONT CORP | $108.25万 | 0.30% | 10,000 | -1,400 | -12.3% | -$15.15万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $113.46万 | 0.32% | 19,982 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $117.84万 | 0.33% | 22,800 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $118.92万 | 0.33% | 17,750 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $119.83万 | 0.34% | 19,155 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $122.54万 | 0.34% | 5,013 | -595 | -10.6% | -$14.54万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $126.03万 | 0.35% | 6,250 | 4,000 | 177.8% | $80.66万 | 加仓 |
| VHT | VANGUARD WORLD FD | $128.00万 | 0.36% | 4,700 | 1,000 | 27.0% | $27.23万 | 加仓 |
| MCHI | ISHARES TR | $128.20万 | 0.36% | 22,820 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $130.27万 | 0.37% | 4,310 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $135.58万 | 0.38% | 8,182 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $135.92万 | 0.38% | 8,050 | -200 | -2.4% | -$3.38万 | 减仓 |