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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $136.27万 | 0.38% | 7,300 | -3,700 | -33.6% | -$69.07万 | 减仓 |
| LLY | ELI LILLY & CO | $141.64万 | 0.40% | 1,540 | -800 | -34.2% | -$73.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $149.29万 | 0.42% | 4,653 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $149.92万 | 0.42% | 32,500 | 32,500 | — | $149.92万 | 新建仓 |
| BAC | BANK AMERICA CORP | $155.27万 | 0.44% | 31,850 | -9,000 | -22.0% | -$43.88万 | 减仓 |
| PAVE | GLOBAL X FDS | $156.77万 | 0.44% | 30,855 | 0 | 0.0% | — | 不变 |
| — | ISHARES S&P 500 UCITS ETF DI | $157.41万 | 0.44% | 24,570 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $160.38万 | 0.45% | 23,750 | -8,000 | -25.2% | -$54.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $161.31万 | 0.45% | 4,700 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $162.19万 | 0.45% | 7,466 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $168.75万 | 0.47% | 15,276 | -793 | -4.9% | -$8.76万 | 减仓 |
| OIH | VANECK ETF TRUST | $168.88万 | 0.47% | 4,178 | -1,600 | -27.7% | -$64.67万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $169.32万 | 0.47% | 85,600 | -10,000 | -10.5% | -$19.78万 | 减仓 |
| EFA | ISHARES TR | $174.23万 | 0.49% | 17,938 | -9,000 | -33.4% | -$87.42万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $175.91万 | 0.49% | 18,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $179.48万 | 0.50% | 8,500 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $181.13万 | 0.51% | 6,694 | -2,200 | -24.7% | -$59.53万 | 减仓 |
| HD | HOME DEPOT INC | $182.50万 | 0.51% | 5,549 | -3,048 | -35.5% | -$100.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $189.17万 | 0.53% | 3,130 | -1,150 | -26.9% | -$69.50万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $191.03万 | 0.54% | 32,500 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $194.38万 | 0.55% | 49,000 | -10,180 | -17.2% | -$40.38万 | 减仓 |
| IWD | ISHARES TR | $200.74万 | 0.56% | 9,395 | -3,000 | -24.2% | -$64.10万 | 减仓 |
| DHR | DANAHER CORP DEL | $205.49万 | 0.58% | 10,815 | -300 | -2.7% | -$5.70万 | 减仓 |
| — | EXXON MOBIL CORP | $215.77万 | 0.61% | 12,718 | -637 | -4.8% | -$10.81万 | 减仓 |
| ESGD | ISHARES TR | $219.93万 | 0.62% | 23,000 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $222.38万 | 0.62% | 90,915 | -33,434 | -26.9% | -$81.78万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $223.08万 | 0.63% | 23,672 | 5,501 | 30.3% | $51.84万 | 加仓 |
| QUAL | ISHARES TR | $230.17万 | 0.65% | 12,000 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $242.38万 | 0.68% | 20,000 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $242.80万 | 0.68% | 14,355 | -7,000 | -32.8% | -$118.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $251.82万 | 0.71% | 7,431 | 801 | 12.1% | $27.14万 | 加仓 |
| IWB | ISHARES TR | $253.16万 | 0.71% | 7,100 | 7,100 | — | $253.16万 | 新建仓 |
| AVGO | BROADCOM INC | $253.71万 | 0.71% | 8,197 | -1,200 | -12.8% | -$37.14万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $265.10万 | 0.74% | 21,130 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $270.79万 | 0.76% | 50,100 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $273.02万 | 0.77% | 2,740 | -352 | -11.4% | -$35.07万 | 减仓 |
| ICOW | PACER FDS TR | $280.44万 | 0.79% | 66,078 | 15,500 | 30.6% | $65.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $283.03万 | 0.79% | 17,500 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $286.36万 | 0.80% | 6,169 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $301.26万 | 0.85% | 61,020 | -9,750 | -13.8% | -$48.14万 | 减仓 |
| GDX | VANECK ETF TRUST | $324.87万 | 0.91% | 35,400 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $327.60万 | 0.92% | 8,850 | 900 | 11.3% | $33.32万 | 加仓 |
| META | META PLATFORMS INC | $343.28万 | 0.96% | 6,000 | -500 | -7.7% | -$28.61万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $349.81万 | 0.98% | 32,574 | -655 | -2.0% | -$7.03万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $355.55万 | 1.00% | 58,040 | -12,000 | -17.1% | -$73.51万 | 减仓 |
| MRK | MERCK & CO INC | $375.05万 | 1.05% | 30,960 | -12,090 | -28.1% | -$146.46万 | 减仓 |
| AMZN | AMAZON COM INC | $379.99万 | 1.07% | 18,245 | -10,100 | -35.6% | -$210.35万 | 减仓 |
| ITA | ISHARES TR | $385.15万 | 1.08% | 17,607 | -5,350 | -23.3% | -$117.03万 | 减仓 |
| RTX | RTX CORPORATION | $402.06万 | 1.13% | 20,843 | -3,181 | -13.2% | -$61.36万 | 减仓 |
| — | HONEYWELL INTL INC | $402.56万 | 1.13% | 17,810 | -2,788 | -13.5% | -$63.02万 | 减仓 |
| SUSA | ISHARES TR | $422.72万 | 1.19% | 32,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $433.47万 | 1.22% | 15,250 | -187 | -1.2% | -$5.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $457.60万 | 1.28% | 5,409 | -850 | -13.6% | -$71.91万 | 减仓 |
| GOOG | ALPHABET INC | $470.88万 | 1.32% | 16,415 | -7,800 | -32.2% | -$223.75万 | 减仓 |
| GEV | GE VERNOVA INC | $522.53万 | 1.47% | 5,983 | -1,870 | -23.8% | -$163.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $559.90万 | 1.57% | 11,684 | -2,600 | -18.2% | -$124.59万 | 减仓 |
| BX | BLACKSTONE INC | $586.51万 | 1.65% | 51,005 | -582 | -1.1% | -$6.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $596.24万 | 1.67% | 44,864 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $614.89万 | 1.72% | 32,039 | 11,755 | 58.0% | $225.60万 | 加仓 |
| GLD | SPDR GOLD TR | $616.95万 | 1.73% | 14,338 | 545 | 4.0% | $23.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $641.99万 | 1.80% | 43,789 | -2,510 | -5.4% | -$36.80万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $653.46万 | 1.83% | 40,760 | -2,400 | -5.6% | -$38.48万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $673.66万 | 1.89% | 97,760 | -6,195 | -6.0% | -$42.69万 | 减仓 |
| AAPL | APPLE INC | $677.06万 | 1.90% | 26,678 | -8,780 | -24.8% | -$222.83万 | 减仓 |
| GOOGL | ALPHABET INC | $750.42万 | 2.11% | 26,096 | -1,240 | -4.5% | -$35.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $887.98万 | 2.49% | 30,187 | -6,389 | -17.5% | -$187.94万 | 减仓 |
| IWV | ISHARES TR | $934.11万 | 2.62% | 25,200 | -6,500 | -20.5% | -$240.94万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,031.20万 | 2.89% | 268,401 | -28,077 | -9.5% | -$107.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,284.01万 | 3.60% | 73,620 | -10,271 | -12.2% | -$179.14万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,305.94万 | 3.66% | 158,430 | -34,580 | -17.9% | -$285.04万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,723.54万 | 4.83% | 24 | -7 | -22.6% | -$502.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,546.68万 | 7.14% | 39,051 | -9,016 | -18.8% | -$587.97万 | 减仓 |