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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $354.61万 | 0.61% | 8,917 | 648 | 7.8% | $25.77万 | 加仓 |
| V | VISA INC | $359.95万 | 0.62% | 10,491 | 692 | 7.1% | $23.74万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $360.20万 | 0.62% | 194,385 | 22,413 | 13.0% | $41.53万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $375.93万 | 0.65% | 17,668 | 298 | 1.7% | $6.34万 | 加仓 |
| VRNS | VARONIS SYS INC | $409.43万 | 0.71% | 97,576 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $424.56万 | 0.73% | 295,245 | 13,396 | 4.8% | $19.26万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $432.99万 | 0.75% | 551,583 | 5,500 | 1.0% | $4.32万 | 加仓 |
| SOXX | ISHARES TR | $435.62万 | 0.75% | 6,799 | -584 | -7.9% | -$37.42万 | 减仓 |
| SNOW | SNOWFLAKE INC | $454.34万 | 0.79% | 17,852 | -325 | -1.8% | -$8.27万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $467.78万 | 0.81% | 422,950 | -38,947 | -8.4% | -$43.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $468.05万 | 0.81% | 13,725 | 309 | 2.3% | $10.54万 | 加仓 |
| DAL | DELTA AIR LINES INC | $477.37万 | 0.83% | 50,968 | 125 | 0.2% | $1.17万 | 加仓 |
| AAPL | APPLE INC | $482.32万 | 0.83% | 16,669 | -1,505 | -8.3% | -$43.55万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $504.77万 | 0.87% | 80,262 | 1,505 | 1.9% | $9.46万 | 加仓 |
| RKLB | ROCKET LAB CORP | $509.18万 | 0.88% | 50,091 | -13,394 | -21.1% | -$136.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $656.93万 | 1.14% | 30,144 | 45 | 0.1% | $9,807 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $659.03万 | 1.14% | 20,134 | 317 | 1.6% | $10.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $697.54万 | 1.21% | 59,788 | 3,143 | 5.5% | $36.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $822.61万 | 1.42% | 22,053 | 1,072 | 5.1% | $39.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $838.70万 | 1.45% | 8,293 | 18 | 0.2% | $1.82万 | 加仓 |
| CCJ | CAMECO CORP | $856.84万 | 1.48% | 84,120 | 1,770 | 2.1% | $18.03万 | 加仓 |
| GOOGL | ALPHABET INC | $911.76万 | 1.58% | 25,513 | 397 | 1.6% | $14.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $919.15万 | 1.59% | 15,823 | -335 | -2.1% | -$19.46万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $1,001.90万 | 1.73% | 540,106 | -12,912 | -2.3% | -$23.95万 | 减仓 |
| KAT | ADVISORS SER TR | $1,124.11万 | 1.94% | 207,937 | -7,567 | -3.5% | -$40.91万 | 减仓 |
| KLAC | KLA CORP | $1,311.53万 | 2.27% | 43,470 | -40 | -0.1% | -$1.21万 | 减仓 |
| META | META PLATFORMS INC | $1,386.66万 | 2.40% | 24,617 | 287 | 1.2% | $16.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,605.23万 | 2.78% | 80,225 | 7,441 | 10.2% | $148.89万 | 加仓 |
| GOOG | ALPHABET INC | $2,269.70万 | 3.93% | 64,238 | 82 | 0.1% | $2.90万 | 加仓 |
| AMZN | AMAZON COM INC | $2,290.72万 | 3.96% | 96,111 | 4,973 | 5.5% | $118.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,640.94万 | 4.57% | 22,879 | -13,412 | -37.0% | -$1,548.16万 | 减仓 |
| TSLA | TESLA INC | $2,872.75万 | 4.97% | 68,301 | 633 | 0.9% | $26.62万 | 加仓 |