13F 机构持仓

BigSur Wealth Management LLC

MIAMI FL · SEC CIK 0001659171

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.15亿2026Q2
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

SPY 7.4%
BRK/A 4.9%
NVDA 3.8%
VGK 3.1%
JPM 2.9%
PANW 2.7%
IWV 2.6%
GOOGL 2.5%
IBIT 2.4%
XLK 2.2%

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
PKW INVESCO EXCHANGE TRADED FD T $00.00%0 -4,900-100.0% -$64.31万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -2,000-100.0% -$54.10万 清仓
ADBE ADOBE INC $00.00%0 -2,000-100.0% -$48.62万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -4,000-100.0% -$44.57万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -1,300-100.0% -$43.94万 清仓
EWY ISHARES INC $00.00%0 -2,750-100.0% -$33.83万 清仓
KRE SPDR SERIES TRUST $00.00%0 -5,000-100.0% -$32.58万 清仓
SHLD GLOBAL X FDS $00.00%0 -4,045-100.0% -$28.65万 清仓
PMAY INNOVATOR ETFS TRUST $00.00%0 -1,500-100.0% -$5.99万 清仓
PFEB INNOVATOR ETFS TRUST $8,1810.00%190 00.0% — 不变
MOO VANECK ETF TRUST $2.77万0.01%350 00.0% — 不变
DXJ WISDOMTREE TR $3.12万0.01%180 00.0% — 不变
FXI ISHARES TR $3.16万0.01%1,000 -13,575-93.1% -$42.88万 减仓
MSTR STRATEGY INC $4.35万0.01%500 00.0% — 不变
EPP ISHARES INC $5.22万0.01%980 00.0% — 不变
KBE SPDR SERIES TRUST $13.13万0.03%1,925 00.0% — 不变
IYH ISHARES TR $13.40万0.03%2,000 00.0% — 不变
— ISHARES ETHEREUM TR $15.74万0.04%13,237 00.0% — 不变
— DIGITALBRIDGE GROUP INC $15.79万0.04%10,000 10,000— $15.79万 新建仓
PNOV INNOVATOR ETFS TRUST $18.01万0.04%4,060 -94-2.3% -$4,169 减仓
VT VANGUARD INTL EQUITY INDEX F $19.46万0.05%1,240 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO $20.16万0.05%6,566 -9,691-59.6% -$29.76万 减仓
APH AMPHENOL CORP $21.82万0.05%1,236 1,236— $21.82万 新建仓
AMAT APPLIED MATLS INC $21.91万0.05%303 303— $21.91万 新建仓
MGNR AMERICAN BEACON SELECT FUNDS $22.58万0.05%4,650 4,650— $22.58万 新建仓
DHI D R HORTON INC $22.80万0.05%1,400 -400-22.2% -$6.52万 重新持有
TXN TEXAS INSTRS INC $22.89万0.06%768 768— $22.89万 新建仓
EMXC ISHARES INC $22.92万0.06%2,240 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $23.28万0.06%2,627 -25-0.9% -$2,215 减仓
IHG INTERCONTINENTAL HOTELS GROU $23.87万0.06%1,379 1,379— $23.87万 新建仓
DBMF LITMAN GREGORY FDS TR $24.73万0.06%8,080 8,080— $24.73万 新建仓
UNP UNION PAC CORP $24.94万0.06%917 -224-19.6% -$6.09万 减仓
AXP AMERICAN EXPRESS CO $25.17万0.06%744 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $25.60万0.06%4,000 00.0% — 不变
WCN WASTE CONNECTIONS INC $25.80万0.06%1,548 886.0% $1.47万 加仓
FEZ SPDR INDEX SHS FDS $27.47万0.07%4,000 00.0% — 不变
KLAC KLA CORP $27.55万0.07%913 913— $27.55万 新建仓
LIN LINDE PLC $28.33万0.07%546 -215-28.3% -$11.16万 减仓
MDT MEDTRONIC PLC $28.42万0.07%3,600 00.0% — 不变
ASML ASML HLDG NV $28.45万0.07%143 -52-26.7% -$10.35万 重新持有
NFLX NETFLIX INC. $28.56万0.07%4,000 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $30.56万0.07%600 00.0% — 不变
CAT CATERPILLAR INC $33.01万0.08%310 00.0% — 不变
CVX CHEVRON CORPORATION $34.03万0.08%2,053 -1,897-48.0% -$31.44万 减仓
FDX FEDEX CORP $35.21万0.08%1,120 00.0% — 不变
PAUG INNOVATOR ETFS TRUST $35.38万0.09%7,752 -175-2.2% -$7,987 减仓
SPCX SPACE EXPLORATION TECHN CORP $35.88万0.09%2,100 2,100— $35.88万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $40.83万0.10%3,500 00.0% — 不变
TSLA TESLA INC $41.68万0.10%991 00.0% — 不变
HTGC HERCULES CAPITAL INC $41.79万0.10%26,500 -3,000-10.2% -$4.73万 减仓
DBEU DBX ETF TR $46.11万0.11%8,545 00.0% — 不变
ESTA ESTABLISHMENT LABS HLDGS INC $47.97万0.12%5,590 -14,392-72.0% -$123.50万 减仓
ABBV ABBVIE INC $48.09万0.12%1,911 00.0% — 不变
QDPL PACER FDS TR $48.36万0.12%10,670 20.0% $91 加仓
— INVESCO EXCHANGE TRADED FD T $49.73万0.12%7,470 7,470— $49.73万 新建仓
IALT BLACKROCK ETF TRUST $49.93万0.12%17,800 17,800— $49.93万 新建仓
SHEL SHELL PLC $51.07万0.12%6,586 00.0% — 不变
SONY SONY GROUP CORP $52.01万0.13%25,925 00.0% — 不变
EPI WISDOMTREE TR $53.69万0.13%12,550 -1,220-8.9% -$5.22万 减仓
WFC WELLS FARGO & CO $56.20万0.14%6,800 00.0% — 不变
CRM SALESFORCE INC $56.96万0.14%3,617 -3,683-50.5% -$58.00万 减仓
ACWX ISHARES TR $57.08万0.14%7,500 00.0% — 不变
AAXJ ISHARES TR $62.77万0.15%5,260 00.0% — 不变
SLV ISHARES SILVER TR $64.16万0.15%12,000 00.0% — 不变
CALF PACER FDS TR $66.30万0.16%13,100 00.0% — 不变
BA BOEING CO $68.84万0.17%3,180 -1,500-32.1% -$32.47万 减仓
TM TOYOTA MOTOR CORP $75.28万0.18%4,470 00.0% — 不变
XBI SPDR SERIES TRUST $79.12万0.19%5,000 00.0% — 不变
NEE NEXTERA ENERGY INC $79.42万0.19%9,049 1,16614.8% $10.23万 加仓
PPA INVESCO EXCHANGE TRADED FD T $79.49万0.19%4,500 -3,682-45.0% -$65.04万 减仓
QQQ INVESCO QQQ TR $79.85万0.19%1,084 -100-8.4% -$7.37万 减仓
MCD MCDONALDS CORP $80.93万0.19%2,994 541.8% $1.46万 加仓
ROK ROCKWELL AUTOMATION INC $82.38万0.20%1,664 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $87.58万0.21%15,200 00.0% — 不变
SCHW SCHWAB CHARLES CORP $92.27万0.22%10,000 00.0% — 不变
XLB SELECT SECTOR SPDR TR $92.51万0.22%18,200 00.0% — 不变
NEM NEWMONT CORP $93.40万0.22%10,000 00.0% — 不变
INDA ISHARES TR $93.84万0.23%19,000 00.0% — 不变
CSCO CISCO SYS INC $98.35万0.24%8,373 -315-3.6% -$3.70万 减仓
VEA VANGUARD TAX-MANAGED FDS $100.46万0.24%14,100 00.0% — 不变
EIS ISHARES INC $101.40万0.24%8,400 5,400180.0% $65.18万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $103.45万0.25%11,250 00.0% — 不变
ACWI ISHARES TR $103.60万0.25%6,600 6,0001,000.0% $94.18万 加仓
SLB SLB LIMITED $106.67万0.26%22,800 00.0% — 不变
SAMT ADVISORS INNER CIRCLE FD III $107.69万0.26%22,560 22,560— $107.69万 新建仓
IBB ISHARES TR $110.31万0.27%5,800 -2,250-28.0% -$42.79万 减仓
MCHI ISHARES TR $111.34万0.27%21,820 -1,000-4.4% -$5.10万 减仓
BMNR BITMINE IMMERSION TECHS INC $111.94万0.27%84,100 -1,500-1.8% -$2.00万 减仓
IJR ISHARES TR $118.13万0.28%7,965 2,05034.7% $30.40万 加仓
COWZ PACER FDS TR $119.14万0.29%19,155 00.0% — 不变
VTV VANGUARD INDEX FDS $122.04万0.29%5,600 4,000250.0% $87.17万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $122.68万0.30%1,740 00.0% — 不变
EEM ISHARES TR $125.19万0.30%18,300 00.0% — 不变
IEMG ISHARES INC $127.28万0.31%15,365 2,99024.2% $24.77万 加仓
— EXXON MOBIL CORP $127.97万0.31%9,360 -3,358-26.4% -$45.91万 减仓
CPER UNITED STS COMMODITY INDEX F $131.45万0.32%34,839 18,000106.9% $67.91万 加仓
HEDJ WISDOMTREE TR $132.24万0.32%23,200 17,600314.3% $100.32万 加仓
IGF ISHARES TR $133.20万0.32%20,000 2,25012.7% $14.98万 加仓
VHT VANGUARD WORLD FD $140.53万0.34%4,700 00.0% — 不变
IWM ISHARES TR $141.21万0.34%4,700 2,00074.1% $60.09万 加仓