Intellectus Partners, LLC
SAN FRANCISCO CA · SEC CIK 0001677253
$4.90亿2026Q1 申报市值
290持仓数
28.6%前十大占比 · 第一大 5.1%
22 / 19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
MQY 新建仓+$134.58万
NVDA 加仓+$104.45万
HTFL 新建仓+$100.14万
ABBV 加仓+$93.74万
NFLX 加仓+$92.30万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$545.39万
SLV 减仓-$175.81万
JNJ 减仓-$174.63万
BLACKROCK MUNIYI 清仓-$138.99万
HONEYWELL INTL I 减仓-$133.63万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS INC | $45.52万 | 0.09% | 9,939 | 0 | 0.0% | — | 不变 |
| STUB | STUBHUB HLDGS INC | $46.14万 | 0.09% | 73,944 | 39,444 | 114.3% | $24.61万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $46.23万 | 0.09% | 26,221 | 353 | 1.4% | $6,223 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $46.75万 | 0.10% | 964 | 19 | 2.0% | $9,215 | 加仓 |
| CME | CME GROUP INC | $47.07万 | 0.10% | 1,594 | 14 | 0.9% | $4,134 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $47.18万 | 0.10% | 36,891 | 17,167 | 87.0% | $21.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $47.33万 | 0.10% | 5,945 | 5,945 | — | $47.33万 | 新建仓 |
| SH | PROSHARES TR | $47.59万 | 0.10% | 12,547 | 12,547 | — | $47.59万 | 新建仓 |
| SLV | ISHARES SILVER TR | $47.60万 | 0.10% | 6,985 | -25,800 | -78.7% | -$175.81万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $47.66万 | 0.10% | 8,075 | 375 | 4.9% | $2.21万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $47.89万 | 0.10% | 136,446 | 4,000 | 3.0% | $1.40万 | 加仓 |
| EFA | ISHARES TR | $49.79万 | 0.10% | 5,126 | 2,796 | 120.0% | $27.16万 | 加仓 |
| BN | BROOKFIELD CORP | $49.86万 | 0.10% | 12,321 | -1,418 | -10.3% | -$5.74万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $49.87万 | 0.10% | 136,250 | 43,500 | 46.9% | $15.92万 | 加仓 |
| GE | GE AEROSPACE | $50.54万 | 0.10% | 1,778 | 54 | 3.1% | $1.53万 | 加仓 |
| EMB | ISHARES TR | $50.54万 | 0.10% | 5,381 | 9 | 0.2% | $845 | 加仓 |
| DHR | DANAHER CORP DEL | $50.83万 | 0.10% | 2,675 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $51.45万 | 0.11% | 2,475 | -54 | -2.1% | -$1.12万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $51.67万 | 0.11% | 3,546 | -200 | -5.3% | -$2.91万 | 减仓 |
| TTAN | SERVICETITAN INC | $52.13万 | 0.11% | 8,215 | 1,575 | 23.7% | $9.99万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $52.36万 | 0.11% | 1,341 | 28 | 2.1% | $1.09万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $52.72万 | 0.11% | 3,260 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $52.81万 | 0.11% | 52,705 | -1,926 | -3.5% | -$1.93万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $52.92万 | 0.11% | 5,100 | -500 | -8.9% | -$5.19万 | 减仓 |
| MKL | MARKEL GROUP INC | $53.02万 | 0.11% | 277 | 1 | 0.4% | $1,914 | 加仓 |
| TBLA | TABOOLA.COM LTD | $53.68万 | 0.11% | 173,168 | -6,000 | -3.3% | -$1.86万 | 减仓 |
| RDDT | REDDIT INC | $54.06万 | 0.11% | 4,015 | 1,755 | 77.7% | $23.63万 | 加仓 |
| MDB | MONGODB INC | $54.31万 | 0.11% | 2,219 | -550 | -19.9% | -$13.46万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $54.73万 | 0.11% | 6,640 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $54.93万 | 0.11% | 3,631 | 2,182 | 150.6% | $33.01万 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $57.38万 | 0.12% | 9,154 | 936 | 11.4% | $5.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $58.93万 | 0.12% | 6,019 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $59.64万 | 0.12% | 5,169 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL INC | $60.21万 | 0.12% | 144,050 | -3,500 | -2.4% | -$1.46万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $62.13万 | 0.13% | 20,718 | 644 | 3.2% | $1.93万 | 加仓 |
| XYZ | BLOCK INC | $62.31万 | 0.13% | 10,354 | 171 | 1.7% | $1.03万 | 加仓 |
| EEM | ISHARES TR | $62.39万 | 0.13% | 10,986 | 1,144 | 11.6% | $6.50万 | 加仓 |
| WDAY | WORKDAY INC | $63.12万 | 0.13% | 4,858 | 1,437 | 42.0% | $18.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $65.75万 | 0.13% | 2,690 | -7,145 | -72.6% | -$174.63万 | 减仓 |
| CART | MAPLEBEAR INC | $65.75万 | 0.13% | 17,552 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $66.07万 | 0.13% | 8,025 | 2,325 | 40.8% | $19.14万 | 加仓 |
| CSX | CSX CORP | $66.11万 | 0.13% | 16,105 | -31,512 | -66.2% | -$129.36万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $67.36万 | 0.14% | 2,301 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $68.49万 | 0.14% | 1,219 | -34 | -2.7% | -$1.91万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $69.02万 | 0.14% | 18,750 | 400 | 2.2% | $1.47万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $69.84万 | 0.14% | 54,475 | 3,350 | 6.6% | $4.29万 | 加仓 |
| UPST | UPSTART HLDGS INC | $69.90万 | 0.14% | 27,250 | 550 | 2.1% | $1.41万 | 加仓 |
| FSLR | FIRST SOLAR INC | $70.02万 | 0.14% | 3,550 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $71.25万 | 0.15% | 16,292 | 277 | 1.7% | $1.21万 | 加仓 |
| IWO | ISHARES TR | $73.05万 | 0.15% | 2,328 | 2,328 | — | $73.05万 | 新建仓 |
| FNV | FRANCO NEV CORP | $73.33万 | 0.15% | 2,968 | 1 | 0.0% | $247 | 加仓 |
| SNPS | SYNOPSYS INC | $73.75万 | 0.15% | 1,860 | -102 | -5.2% | -$4.04万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $74.41万 | 0.15% | 13,055 | 350 | 2.8% | $2.00万 | 加仓 |
| LOW | LOWES COS INC | $77.04万 | 0.16% | 3,260 | 256 | 8.5% | $6.05万 | 加仓 |
| VLO | VALERO ENERGY CORP | $78.27万 | 0.16% | 3,168 | -65 | -2.0% | -$1.61万 | 减仓 |
| MO | ALTRIA GROUP INC | $78.49万 | 0.16% | 11,702 | -200 | -1.7% | -$1.34万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $78.73万 | 0.16% | 18,550 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $79.15万 | 0.16% | 1,468 | -49 | -3.2% | -$2.64万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $79.22万 | 0.16% | 3,703 | 1,628 | 78.5% | $34.83万 | 加仓 |
| MCHI | ISHARES TR | $79.68万 | 0.16% | 14,183 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $80.28万 | 0.16% | 6,357 | -99 | -1.5% | -$1.25万 | 减仓 |
| INTC | INTEL CORP | $80.29万 | 0.16% | 18,193 | -800 | -4.2% | -$3.53万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $81.47万 | 0.17% | 3,980 | 3,980 | — | $81.47万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $81.57万 | 0.17% | 4,987 | 101 | 2.1% | $1.65万 | 加仓 |
| IWM | ISHARES TR | $81.61万 | 0.17% | 3,291 | -547 | -14.3% | -$13.56万 | 减仓 |
| NUE | NUCOR CORP | $82.97万 | 0.17% | 4,890 | 4,890 | — | $82.97万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $86.22万 | 0.18% | 27,002 | -2,384 | -8.1% | -$7.61万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $86.26万 | 0.18% | 9,725 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $87.87万 | 0.18% | 11,475 | 11,475 | — | $87.87万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $87.93万 | 0.18% | 21,796 | 15,437 | 242.8% | $62.27万 | 加仓 |
| MCK | MCKESSON CORP | $88.44万 | 0.18% | 1,021 | -44 | -4.1% | -$3.81万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $89.35万 | 0.18% | 19,754 | 2,089 | 11.8% | $9.45万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $89.93万 | 0.18% | 173,608 | 4,550 | 2.7% | $2.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $91.11万 | 0.19% | 3,367 | -14 | -0.4% | -$3,788 | 减仓 |
| NVO | NOVO-NORDISK A S | $91.79万 | 0.19% | 24,189 | 2,281 | 10.4% | $8.66万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $92.27万 | 0.19% | 33,775 | -2,267 | -6.3% | -$6.19万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $93.12万 | 0.19% | 135,540 | -5,550 | -3.9% | -$3.81万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $97.11万 | 0.20% | 25,682 | 400 | 1.6% | $1.51万 | 加仓 |
| AON | AON PLC | $98.87万 | 0.20% | 3,063 | 144 | 4.9% | $4.65万 | 加仓 |
| HTFL | HEARTFLOW INC | $100.14万 | 0.20% | 41,159 | 41,159 | — | $100.14万 | 新建仓 |
| TJX | TJX COS INC NEW | $100.59万 | 0.21% | 6,299 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $102.06万 | 0.21% | 9,296 | 4,215 | 83.0% | $46.27万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $102.17万 | 0.21% | 59,853 | 28 | 0.0% | $478 | 加仓 |
| MCD | MCDONALDS CORP | $103.00万 | 0.21% | 3,314 | 74 | 2.3% | $2.30万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $104.80万 | 0.21% | 10,460 | -2,078 | -16.6% | -$20.82万 | 减仓 |
| SBUX | STARBUCKS CORP | $105.98万 | 0.22% | 11,829 | -97 | -0.8% | -$8,691 | 减仓 |
| C | CITIGROUP INC | $107.86万 | 0.22% | 9,511 | 800 | 9.2% | $9.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $109.81万 | 0.22% | 1,902 | 177 | 10.3% | $10.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $110.03万 | 0.22% | 12,007 | 7,507 | 166.8% | $68.79万 | 重新持有 |
| HUBS | HUBSPOT INC | $110.87万 | 0.23% | 4,542 | -35 | -0.8% | -$8,543 | 减仓 |
| EBAY | EBAY INC. | $111.77万 | 0.23% | 12,280 | 209 | 1.7% | $1.90万 | 加仓 |
| MELI | MERCADOLIBRE INC | $112.43万 | 0.23% | 650 | 376 | 137.2% | $65.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $114.00万 | 0.23% | 18,796 | 8 | 0.0% | $485 | 加仓 |
| ILMN | ILLUMINA INC | $114.94万 | 0.23% | 9,325 | -305 | -3.2% | -$3.76万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $115.58万 | 0.24% | 275 | 145 | 111.5% | $60.94万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $115.85万 | 0.24% | 53,021 | 926 | 1.8% | $2.02万 | 加仓 |
| MRK | MERCK & CO INC | $116.65万 | 0.24% | 9,629 | -392 | -3.9% | -$4.75万 | 减仓 |
| DHI | D R HORTON INC | $117.21万 | 0.24% | 8,542 | 1,417 | 19.9% | $19.44万 | 加仓 |
| ASML | ASML HLDG NV | $117.57万 | 0.24% | 890 | -1 | -0.1% | -$1,321 | 减仓 |
| PAYX | PAYCHEX INC | $118.56万 | 0.24% | 12,870 | 3,365 | 35.4% | $31.00万 | 加仓 |