DURANTE & WATERS, LLC
BREWSTER NY · SEC CIK 0001666582
$1.38亿2026Q1 申报市值
31持仓数
83.5%前十大占比 · 第一大 25.8%
0 / 1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
SUB 加仓+$23.24万
IVV 加仓+$9.86万
FENI 加仓+$5.87万
NYF 加仓+$4.43万
MUB 加仓+$2.39万
2026Q1 卖出最多 按季末市值估算
IBIT 清仓-$27.98万
ITOT 减仓-$24.50万
TSLA 减仓-$14.87万
VIG 减仓-$13.94万
IVE 减仓-$13.20万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,564.30万 | 25.80% | 54,566 | 151 | 0.3% | $9.86万 | 加仓 |
| ITOT | ISHARES TR | $2,594.86万 | 18.78% | 182,185 | -1,720 | -0.9% | -$24.50万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,400.71万 | 10.14% | 376,535 | 1,578 | 0.4% | $5.87万 | 加仓 |
| AGG | ISHARES TR | $826.33万 | 5.98% | 83,241 | -208 | -0.2% | -$2.06万 | 减仓 |
| SHY | ISHARES TR | $745.61万 | 5.40% | 90,300 | -1,033 | -1.1% | -$8.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $593.27万 | 4.29% | 18,493 | -300 | -1.6% | -$9.62万 | 减仓 |
| SUB | ISHARES TR | $562.11万 | 4.07% | 52,780 | 2,182 | 4.3% | $23.24万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 3.64% | 7 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $411.32万 | 2.98% | 38,749 | 225 | 0.6% | $2.39万 | 加仓 |
| IQLT | ISHARES TR | $335.98万 | 2.43% | 72,675 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $304.35万 | 2.20% | 57,294 | 834 | 1.5% | $4.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $214.01万 | 1.55% | 9,951 | -648 | -6.1% | -$13.94万 | 减仓 |
| GOOGL | ALPHABET INC | $209.00万 | 1.51% | 7,268 | -400 | -5.2% | -$11.50万 | 减仓 |
| IVE | ISHARES TR | $162.99万 | 1.18% | 7,719 | -625 | -7.5% | -$13.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $147.59万 | 1.07% | 3,080 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $143.94万 | 1.04% | 6,911 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $142.93万 | 1.03% | 5,632 | -60 | -1.1% | -$1.52万 | 减仓 |
| TSLA | TESLA INC | $117.67万 | 0.85% | 3,165 | -400 | -11.2% | -$14.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.56万 | 0.81% | 6,397 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $93.88万 | 0.68% | 8,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $93.66万 | 0.68% | 3,265 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $88.85万 | 0.64% | 13,040 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $82.25万 | 0.60% | 1,425 | 15 | 1.1% | $8,658 | 加仓 |
| GLD | SPDR GOLD TR | $67.77万 | 0.49% | 1,575 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $65.06万 | 0.47% | 7,380 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $50.57万 | 0.37% | 1,012 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $50.03万 | 0.36% | 3,133 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $44.45万 | 0.32% | 1,871 | 3 | 0.2% | $713 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $37.03万 | 0.27% | 3,764 | 2 | 0.1% | $197 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.34万 | 0.19% | 405 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $24.56万 | 0.18% | 813 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,635 | -100.0% | -$27.98万 | 清仓 |