BigSur Wealth Management LLC
MIAMI FL · SEC CIK 0001659171
$4.15亿2026Q2 申报市值
169持仓数
34.6%前十大占比 · 第一大 7.4%
13 / 9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
HONA 新建仓+$299.67万
JPM 加仓+$232.50万
BRK/A 加仓+$224.66万
IOO 加仓+$204.90万
XSOE 加仓+$181.97万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$259.52万
ESTA 减仓-$123.50万
VGK 减仓-$106.60万
HON 减仓-$95.27万
COST 减仓-$87.93万
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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | $145.95万 | 0.35% | 7,250 | 1,000 | 16.0% | $20.13万 | 加仓 |
| V | VISA INC | $147.87万 | 0.36% | 4,310 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $154.58万 | 0.37% | 4,155 | -23 | -0.6% | -$8,557 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $156.15万 | 0.38% | 3,065 | -65 | -2.1% | -$3.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $159.42万 | 0.38% | 6,277 | 1,264 | 25.2% | $32.10万 | 加仓 |
| LLY | ELI LILLY & CO | $160.72万 | 0.39% | 1,340 | -200 | -13.0% | -$23.99万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $160.84万 | 0.39% | 32,500 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $164.40万 | 0.40% | 24,173 | 7,600 | 45.9% | $51.69万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $166.49万 | 0.40% | 4,700 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $168.38万 | 0.41% | 1,800 | -940 | -34.3% | -$87.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $172.20万 | 0.41% | 4,653 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $172.46万 | 0.42% | 4,890 | -659 | -11.9% | -$23.24万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $174.99万 | 0.42% | 38,000 | 22,000 | 137.5% | $101.31万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $181.41万 | 0.44% | 7,466 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $181.48万 | 0.44% | 31,850 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $182.11万 | 0.44% | 30,855 | 0 | 0.0% | — | 不变 |
| — | ISHARES S&P 500 UCITS ETF DI | $183.06万 | 0.44% | 24,570 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $183.14万 | 0.44% | 23,750 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $186.34万 | 0.45% | 17,938 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $188.10万 | 0.45% | 15,077 | -199 | -1.3% | -$2.48万 | 减仓 |
| EWG | ISHARES INC | $202.71万 | 0.49% | 49,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $204.39万 | 0.49% | 32,500 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $205.02万 | 0.49% | 21,130 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $208.24万 | 0.50% | 18,000 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $208.34万 | 0.50% | 32,300 | 9,800 | 43.6% | $63.21万 | 加仓 |
| XSOE | WISDOMTREE TR | $218.85万 | 0.53% | 44,500 | 37,000 | 493.3% | $181.97万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $220.68万 | 0.53% | 90,148 | -767 | -0.8% | -$1.88万 | 减仓 |
| IWD | ISHARES TR | $222.55万 | 0.54% | 9,180 | -215 | -2.3% | -$5.21万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $232.05万 | 0.56% | 23,630 | -42 | -0.2% | -$4,124 | 减仓 |
| ESGD | ISHARES TR | $236.46万 | 0.57% | 23,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $256.42万 | 0.62% | 48,280 | -9,760 | -16.8% | -$51.84万 | 减仓 |
| CTAS | CINTAS CORP | $257.37万 | 0.62% | 15,132 | 777 | 5.4% | $13.22万 | 加仓 |
| IVE | ISHARES TR | $261.12万 | 0.63% | 11,500 | 3,000 | 35.3% | $68.12万 | 加仓 |
| QUAL | ISHARES TR | $263.32万 | 0.63% | 12,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $267.09万 | 0.64% | 35,400 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $274.24万 | 0.66% | 20,076 | 15,000 | 295.5% | $204.90万 | 加仓 |
| ICOW | PACER FDS TR | $275.08万 | 0.66% | 66,078 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $284.78万 | 0.69% | 20,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $290.75万 | 0.70% | 7,100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $299.05万 | 0.72% | 50,100 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $299.67万 | 0.72% | 13,555 | 13,555 | — | $299.67万 | 新建仓 |
| HON | HONEYWELL INTL INC | $303.50万 | 0.73% | 13,555 | -4,255 | -23.9% | -$95.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $323.13万 | 0.78% | 6,169 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $325.45万 | 0.78% | 17,570 | 70 | 0.4% | $1.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $331.42万 | 0.80% | 61,820 | 800 | 1.3% | $4.29万 | 加仓 |
| META | META PLATFORMS INC | $337.97万 | 0.81% | 6,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $345.87万 | 0.83% | 9,156 | 959 | 11.7% | $36.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $349.66万 | 0.84% | 7,307 | -124 | -1.7% | -$5.93万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $360.80万 | 0.87% | 31,699 | -875 | -2.7% | -$9.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $361.35万 | 0.87% | 8,694 | 2,000 | 29.9% | $83.13万 | 加仓 |
| MRK | MERCK & CO INC | $361.66万 | 0.87% | 27,960 | -3,000 | -9.7% | -$38.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $374.85万 | 0.90% | 10,049 | 1,199 | 13.5% | $44.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $379.76万 | 0.91% | 19,895 | 9,080 | 84.0% | $173.32万 | 加仓 |
| RTX | RTX CORPORATION | $396.95万 | 0.96% | 20,922 | 79 | 0.4% | $1.50万 | 加仓 |
| ITA | ISHARES TR | $425.79万 | 1.02% | 17,564 | -43 | -0.2% | -$1.04万 | 减仓 |
| AMZN | AMAZON COM INC | $434.85万 | 1.05% | 18,245 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $493.76万 | 1.19% | 32,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $540.16万 | 1.30% | 45,905 | -5,100 | -10.0% | -$60.01万 | 减仓 |
| GE | GE AEROSPACE | $564.33万 | 1.36% | 15,100 | -150 | -1.0% | -$5.61万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $577.39万 | 1.39% | 5,709 | 300 | 5.5% | $30.34万 | 加仓 |
| GLD | SPDR GOLD TR | $590.81万 | 1.42% | 16,038 | 1,700 | 11.9% | $62.62万 | 加仓 |
| GOOG | ALPHABET INC | $622.39万 | 1.50% | 17,615 | 1,200 | 7.3% | $42.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $643.10万 | 1.55% | 12,852 | 1,168 | 10.0% | $58.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $707.01万 | 1.70% | 33,229 | 1,190 | 3.7% | $25.32万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $729.90万 | 1.76% | 96,920 | -840 | -0.9% | -$6.33万 | 减仓 |
| GEV | GE VERNOVA INC | $738.48万 | 1.78% | 6,283 | 300 | 5.0% | $35.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $764.79万 | 1.84% | 48,203 | 4,414 | 10.1% | $70.03万 | 加仓 |
| AAPL | APPLE INC | $767.27万 | 1.85% | 26,516 | -162 | -0.6% | -$4.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $930.96万 | 2.24% | 48,864 | 4,000 | 8.9% | $76.21万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $990.21万 | 2.38% | 297,451 | 29,050 | 10.8% | $96.71万 | 加仓 |
| GOOGL | ALPHABET INC | $1,050.99万 | 2.53% | 29,409 | 3,313 | 12.7% | $118.40万 | 加仓 |
| IWV | ISHARES TR | $1,074.53万 | 2.59% | 25,200 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1,130.48万 | 2.72% | 33,150 | -7,610 | -18.7% | -$259.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,220.61万 | 2.94% | 37,290 | 7,103 | 23.5% | $232.50万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,296.14万 | 3.12% | 146,390 | -12,040 | -7.6% | -$106.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,591.34万 | 3.83% | 79,531 | 5,911 | 8.0% | $118.27万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,021.89万 | 4.87% | 27 | 3 | 12.5% | $224.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,079.64万 | 7.41% | 41,135 | 2,084 | 5.3% | $156.02万 | 加仓 |