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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $722.23万 | 1.47% | 25,116 | 252 | 1.0% | $7.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $776.65万 | 1.59% | 20,981 | 1,636 | 8.5% | $60.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $828.60万 | 1.69% | 56,645 | -86 | -0.2% | -$1.26万 | 减仓 |
| CCJ | CAMECO CORP | $894.40万 | 1.83% | 82,350 | -3,250 | -3.8% | -$35.30万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $984.93万 | 2.01% | 553,018 | -56,939 | -9.3% | -$101.41万 | 减仓 |
| KAT | ADVISORS SER TR | $1,154.99万 | 2.36% | 215,504 | -7,215 | -3.2% | -$38.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,226.61万 | 2.50% | 36,291 | -16,136 | -30.8% | -$545.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,269.43万 | 2.59% | 72,784 | 5,989 | 9.0% | $104.45万 | 加仓 |
| META | META PLATFORMS INC | $1,392.02万 | 2.84% | 24,330 | 1,078 | 4.6% | $61.68万 | 加仓 |
| GOOG | ALPHABET INC | $1,840.38万 | 3.76% | 64,156 | -1,124 | -1.7% | -$32.24万 | 减仓 |
| AMZN | AMAZON COM INC | $1,898.13万 | 3.87% | 91,138 | -3,147 | -3.3% | -$65.54万 | 减仓 |
| TSLA | TESLA INC | $2,515.56万 | 5.14% | 67,668 | 306 | 0.5% | $11.38万 | 加仓 |