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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $93.84万 | 0.23% | 19,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $93.40万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $92.51万 | 0.22% | 18,200 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $92.27万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.58万 | 0.21% | 15,200 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $82.38万 | 0.20% | 1,664 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $80.93万 | 0.19% | 2,994 | 54 | 1.8% | $1.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $79.85万 | 0.19% | 1,084 | -100 | -8.4% | -$7.37万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $79.49万 | 0.19% | 4,500 | -3,682 | -45.0% | -$65.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $79.42万 | 0.19% | 9,049 | 1,166 | 14.8% | $10.23万 | 加仓 |
| XBI | SPDR SERIES TRUST | $79.12万 | 0.19% | 5,000 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $75.28万 | 0.18% | 4,470 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $68.84万 | 0.17% | 3,180 | -1,500 | -32.1% | -$32.47万 | 减仓 |
| CALF | PACER FDS TR | $66.30万 | 0.16% | 13,100 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $64.16万 | 0.15% | 12,000 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $62.77万 | 0.15% | 5,260 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $57.08万 | 0.14% | 7,500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $56.96万 | 0.14% | 3,617 | -3,683 | -50.5% | -$58.00万 | 减仓 |
| WFC | WELLS FARGO & CO | $56.20万 | 0.14% | 6,800 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $53.69万 | 0.13% | 12,550 | -1,220 | -8.9% | -$5.22万 | 减仓 |
| SONY | SONY GROUP CORP | $52.01万 | 0.13% | 25,925 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $51.07万 | 0.12% | 6,586 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $49.93万 | 0.12% | 17,800 | 17,800 | — | $49.93万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $49.73万 | 0.12% | 7,470 | 7,470 | — | $49.73万 | 新建仓 |
| QDPL | PACER FDS TR | $48.36万 | 0.12% | 10,670 | 2 | 0.0% | $91 | 加仓 |
| ABBV | ABBVIE INC | $48.09万 | 0.12% | 1,911 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $47.97万 | 0.12% | 5,590 | -14,392 | -72.0% | -$123.50万 | 减仓 |
| DBEU | DBX ETF TR | $46.11万 | 0.11% | 8,545 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $41.79万 | 0.10% | 26,500 | -3,000 | -10.2% | -$4.73万 | 减仓 |
| TSLA | TESLA INC | $41.68万 | 0.10% | 991 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.83万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $35.88万 | 0.09% | 2,100 | 2,100 | — | $35.88万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $35.38万 | 0.09% | 7,752 | -175 | -2.2% | -$7,987 | 减仓 |
| FDX | FEDEX CORP | $35.21万 | 0.08% | 1,120 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.03万 | 0.08% | 2,053 | -1,897 | -48.0% | -$31.44万 | 减仓 |
| CAT | CATERPILLAR INC | $33.01万 | 0.08% | 310 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $30.56万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.56万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $28.45万 | 0.07% | 143 | -52 | -26.7% | -$10.35万 | 重新持有 |
| MDT | MEDTRONIC PLC | $28.42万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.33万 | 0.07% | 546 | -215 | -28.3% | -$11.16万 | 减仓 |
| KLAC | KLA CORP | $27.55万 | 0.07% | 913 | 913 | — | $27.55万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $27.47万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $25.80万 | 0.06% | 1,548 | 88 | 6.0% | $1.47万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.60万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.17万 | 0.06% | 744 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.94万 | 0.06% | 917 | -224 | -19.6% | -$6.09万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $24.73万 | 0.06% | 8,080 | 8,080 | — | $24.73万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $23.87万 | 0.06% | 1,379 | 1,379 | — | $23.87万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.28万 | 0.06% | 2,627 | -25 | -0.9% | -$2,215 | 减仓 |
| EMXC | ISHARES INC | $22.92万 | 0.06% | 2,240 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $22.89万 | 0.06% | 768 | 768 | — | $22.89万 | 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 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $22.58万 | 0.05% | 4,650 | 4,650 | — | $22.58万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.91万 | 0.05% | 303 | 303 | — | $21.91万 | 新建仓 |
| APH | AMPHENOL CORP | $21.82万 | 0.05% | 1,236 | 1,236 | — | $21.82万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $20.16万 | 0.05% | 6,566 | -9,691 | -59.6% | -$29.76万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $19.46万 | 0.05% | 1,240 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $18.01万 | 0.04% | 4,060 | -94 | -2.3% | -$4,169 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $15.79万 | 0.04% | 10,000 | 10,000 | — | $15.79万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $15.74万 | 0.04% | 13,237 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $13.40万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $13.13万 | 0.03% | 1,925 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $5.22万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $4.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $3.16万 | 0.01% | 1,000 | -13,575 | -93.1% | -$42.88万 | 减仓 |
| DXJ | WISDOMTREE TR | $3.12万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $2.77万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $8,181 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,900 | -100.0% | -$64.31万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$54.10万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$48.62万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$44.57万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$43.94万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -2,750 | -100.0% | -$33.83万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,000 | -100.0% | -$32.58万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,045 | -100.0% | -$28.65万 | 清仓 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,500 | -100.0% | -$5.99万 | 清仓 |