Intellectus Partners, LLC
SAN FRANCISCO CA · SEC CIK 0001677253
$5.78亿2026Q2 申报市值
317持仓数
30.1%前十大占比 · 第一大 5.0%
39 / 15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
VST 新建仓+$227.59万
ENTG 新建仓+$179.50万
NVDA 加仓+$148.89万
AMZN 加仓+$118.53万
NOW 加仓+$98.14万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,548.16万
RKLB 减仓-$136.15万
DD 减仓-$89.96万
ZTS 减仓-$78.83万
QCOM 减仓-$78.24万
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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $36.86万 | 0.06% | 2,455 | 8 | 0.3% | $1,201 | 加仓 |
| SLV | ISHARES SILVER TR | $37.35万 | 0.06% | 6,985 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $37.70万 | 0.07% | 5,400 | 5,400 | — | $37.70万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $37.84万 | 0.07% | 20,225 | -22,000 | -52.1% | -$41.16万 | 减仓 |
| TXG | 10X GENOMICS INC | $38.34万 | 0.07% | 10,000 | -3,500 | -25.9% | -$13.42万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $38.52万 | 0.07% | 14,450 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $39.07万 | 0.07% | 1,144 | 99 | 9.5% | $3.38万 | 加仓 |
| SNPS | SYNOPSYS INC | $39.30万 | 0.07% | 881 | -979 | -52.6% | -$43.67万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $39.94万 | 0.07% | 4,508 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $40.07万 | 0.07% | 2,284 | -191 | -7.7% | -$3.35万 | 减仓 |
| INDA | ISHARES TR | $40.25万 | 0.07% | 8,150 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $40.32万 | 0.07% | 5,631 | 13 | 0.2% | $931 | 加仓 |
| — | PRECIDIAN ETFS TR | $40.69万 | 0.07% | 2,688 | 2,688 | — | $40.69万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $40.83万 | 0.07% | 4,915 | 4,915 | — | $40.83万 | 新建仓 |
| AMGN | AMGEN INC | $42.08万 | 0.07% | 1,162 | 103 | 9.7% | $3.73万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.51万 | 0.07% | 1,427 | 1,427 | — | $42.51万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.91万 | 0.07% | 459 | 38 | 9.0% | $3.55万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $43.06万 | 0.07% | 8,436 | 361 | 4.5% | $1.84万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $43.31万 | 0.07% | 3,254 | 2 | 0.1% | $266 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $43.87万 | 0.08% | 956 | -8 | -0.8% | -$3,671 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $44.28万 | 0.08% | 20,700 | 20,700 | — | $44.28万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $44.85万 | 0.08% | 40,614 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $44.86万 | 0.08% | 3,307 | -6,632 | -66.7% | -$89.96万 | 减仓 |
| CNC | CENTENE CORP DEL | $45.49万 | 0.08% | 7,087 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $45.76万 | 0.08% | 50,566 | -2,139 | -4.1% | -$1.94万 | 减仓 |
| WDAY | WORKDAY INC | $46.84万 | 0.08% | 3,826 | -1,032 | -21.2% | -$12.63万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $47.41万 | 0.08% | 26,091 | -130 | -0.5% | -$2,362 | 减仓 |
| HYS | PIMCO ETF TR | $48.91万 | 0.08% | 5,230 | 669 | 14.7% | $6.26万 | 加仓 |
| MCHI | ISHARES TR | $48.98万 | 0.08% | 9,600 | -4,583 | -32.3% | -$23.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $49.13万 | 0.08% | 5,945 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $50.29万 | 0.09% | 17,757 | -4,039 | -18.5% | -$11.44万 | 减仓 |
| DHR | DANAHER CORP DEL | $51.06万 | 0.09% | 2,675 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $52.03万 | 0.09% | 5,395 | 14 | 0.3% | $1,350 | 加仓 |
| BN | BROOKFIELD CORP | $52.48万 | 0.09% | 12,321 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $53.67万 | 0.09% | 20,682 | -36 | -0.2% | -$934 | 减仓 |
| MKL | MARKEL GROUP INC | $54.10万 | 0.09% | 277 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $54.53万 | 0.09% | 13,425 | 370 | 2.8% | $1.50万 | 加仓 |
| IDXX | IDEXX LABS INC | $56.01万 | 0.10% | 1,064 | -155 | -12.7% | -$8.16万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $56.68万 | 0.10% | 3,060 | -200 | -6.1% | -$3.70万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $57.78万 | 0.10% | 153,250 | 17,000 | 12.5% | $6.41万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $58.79万 | 0.10% | 6,640 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $59.43万 | 0.10% | 12,552 | -5,000 | -28.5% | -$23.67万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $59.74万 | 0.10% | 18,750 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $59.92万 | 0.10% | 1,617 | 1,617 | — | $59.92万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $60.84万 | 0.11% | 115,450 | -28,600 | -19.9% | -$15.07万 | 减仓 |
| FNV | FRANCO NEV CORP | $61.90万 | 0.11% | 2,970 | 2 | 0.1% | $417 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $63.17万 | 0.11% | 151,846 | 15,400 | 11.3% | $6.41万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $65.17万 | 0.11% | 2,948 | 2,948 | — | $65.17万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $65.18万 | 0.11% | 18,550 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $65.37万 | 0.11% | 5,253 | -3,066 | -36.9% | -$38.16万 | 减仓 |
| HON | HONEYWELL INTL INC | $66.01万 | 0.11% | 2,948 | -3,018 | -50.6% | -$67.57万 | 减仓 |
| VLO | VALERO ENERGY CORP | $68.19万 | 0.12% | 2,618 | -550 | -17.4% | -$14.33万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $69.74万 | 0.12% | 3,696 | 150 | 4.2% | $2.83万 | 加仓 |
| MSCI | MSCI INC | $70.57万 | 0.12% | 1,260 | -208 | -14.2% | -$11.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $71.14万 | 0.12% | 2,801 | 111 | 4.1% | $2.82万 | 加仓 |
| MCK | MCKESSON CORP | $71.41万 | 0.12% | 944 | -77 | -7.5% | -$5.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $71.62万 | 0.12% | 6,019 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $73.36万 | 0.13% | 10,375 | 2,160 | 26.3% | $15.27万 | 加仓 |
| CSX | CSX CORP | $73.98万 | 0.13% | 15,565 | -540 | -3.4% | -$2.57万 | 减仓 |
| XYZ | BLOCK INC | $74.24万 | 0.13% | 9,769 | -585 | -5.6% | -$4.45万 | 减仓 |
| EEM | ISHARES TR | $75.19万 | 0.13% | 10,992 | 6 | 0.1% | $410 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $76.70万 | 0.13% | 17,762 | -1,992 | -10.1% | -$8.60万 | 减仓 |
| LOW | LOWES COS INC | $76.81万 | 0.13% | 3,484 | 224 | 6.9% | $4.94万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $77.42万 | 0.13% | 60,671 | 818 | 1.4% | $1.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.99万 | 0.13% | 1,632 | 933 | 133.5% | $44.59万 | 加仓 |
| HUBS | HUBSPOT INC | $79.30万 | 0.14% | 4,345 | -197 | -4.3% | -$3.60万 | 减仓 |
| EFA | ISHARES TR | $79.31万 | 0.14% | 7,635 | 2,509 | 48.9% | $26.06万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $81.55万 | 0.14% | 16,765 | 473 | 2.9% | $2.30万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $82.08万 | 0.14% | 30,775 | -3,000 | -8.9% | -$8.00万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $82.67万 | 0.14% | 25,841 | -1,161 | -4.3% | -$3.71万 | 减仓 |
| MO | ALTRIA GROUP INC | $82.88万 | 0.14% | 11,351 | -351 | -3.0% | -$2.56万 | 减仓 |
| ZTS | ZOETIS INC | $83.62万 | 0.14% | 11,637 | -10,971 | -48.5% | -$78.83万 | 减仓 |
| FSLR | FIRST SOLAR INC | $83.75万 | 0.14% | 3,550 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $84.19万 | 0.15% | 59,500 | -1,500 | -2.5% | -$2.12万 | 减仓 |
| RDDT | REDDIT INC | $84.36万 | 0.15% | 4,860 | 845 | 21.0% | $14.67万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $84.41万 | 0.15% | 5,169 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $84.61万 | 0.15% | 5,913 | -444 | -7.0% | -$6.35万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $84.87万 | 0.15% | 65,944 | -8,000 | -10.8% | -$10.30万 | 减仓 |
| TBLA | TABOOLA.COM LTD | $86.36万 | 0.15% | 172,718 | -450 | -0.3% | -$2,250 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $86.62万 | 0.15% | 9,499 | 203 | 2.2% | $1.85万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $88.98万 | 0.15% | 2,301 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $91.85万 | 0.16% | 3,398 | 84 | 2.5% | $2.27万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $92.51万 | 0.16% | 54,675 | 200 | 0.4% | $3,384 | 加仓 |
| GIS | GENERAL MILLS INC | $93.72万 | 0.16% | 26,931 | -7,489 | -21.8% | -$26.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $93.78万 | 0.16% | 9,725 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $94.96万 | 0.16% | 11,608 | 133 | 1.2% | $1.09万 | 加仓 |
| TJX | TJX COS INC NEW | $95.43万 | 0.17% | 6,299 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $96.55万 | 0.17% | 27,250 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $97.97万 | 0.17% | 17,002 | -1,794 | -9.5% | -$10.34万 | 减仓 |
| IWM | ISHARES TR | $98.56万 | 0.17% | 3,281 | -10 | -0.3% | -$3,004 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $101.16万 | 0.18% | 20,715 | -326 | -1.5% | -$1.59万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $103.08万 | 0.18% | 5,783 | -1,092 | -15.9% | -$19.46万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $103.08万 | 0.18% | 7,051 | 210 | 3.1% | $3.07万 | 加仓 |
| GEV | GE VERNOVA INC | $103.89万 | 0.18% | 884 | 386 | 77.5% | $45.36万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $105.69万 | 0.18% | 4,683 | 703 | 17.7% | $15.87万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $106.59万 | 0.18% | 175,608 | 2,000 | 1.2% | $1.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.70万 | 0.18% | 1,398 | 57 | 4.3% | $4.35万 | 加仓 |
| IWO | ISHARES TR | $107.75万 | 0.19% | 2,735 | 407 | 17.5% | $16.03万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $108.00万 | 0.19% | 21,932 | -3,750 | -14.6% | -$18.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $109.09万 | 0.19% | 12,022 | -277 | -2.3% | -$2.51万 | 减仓 |