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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -132,500 | -100.0% | -$138.99万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -10,808 | -100.0% | -$119.87万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,065 | -100.0% | -$48.29万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -656 | -100.0% | -$43.47万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,228 | -100.0% | -$35.50万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$34.84万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$33.26万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -13,300 | -100.0% | -$32.53万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL 看涨期权 | $0 | 0.00% | 0 | -2,825 | -100.0% | -$27.83万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -7,600 | -100.0% | -$26.19万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,910 | -100.0% | -$25.11万 | 清仓 |
| SNN | SMITH & NEPHEW PLC | $0 | 0.00% | 0 | -6,969 | -100.0% | -$22.87万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -2,515 | -100.0% | -$21.53万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,241 | -100.0% | -$21.06万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -3,023 | -100.0% | -$20.62万 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -2,315 | -100.0% | -$20.29万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -12,400 | -100.0% | -$9.86万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -10,900 | -100.0% | -$8.80万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -32,298 | -100.0% | -$1.07万 | 清仓 |
| — | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 35,994 | 0 | 0.0% | — | 不变 |
| — | TABOOLA.COM LTD | $635 | 0.00% | 63,500 | 0 | 0.0% | — | 不变 |
| — | MOMENTUS INC | $678 | 0.00% | 33,255 | -1,699 | -4.9% | -$35 | 减仓 |
| — | QUINCE THERAPEUTICS INC | $5,406 | 0.00% | 53,312 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $3.14万 | 0.01% | 13,900 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $7.28万 | 0.01% | 12,107 | 12,107 | — | $7.28万 | 新建仓 |
| NOK | NOKIA CORP | $8.04万 | 0.02% | 10,000 | 10,000 | — | $8.04万 | 新建仓 |
| STNE | STONECO LTD | $14.19万 | 0.03% | 10,050 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $18.54万 | 0.04% | 22,450 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.92万 | 0.04% | 13,250 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $20.03万 | 0.04% | 404 | 404 | — | $20.03万 | 新建仓 |
| MOS | MOSAIC CO | $20.14万 | 0.04% | 7,900 | -5,100 | -39.2% | -$13.01万 | 重新持有 |
| MBB | ISHARES TR | $20.27万 | 0.04% | 2,134 | 2,134 | — | $20.27万 | 新建仓 |
| IEMG | ISHARES INC | $20.35万 | 0.04% | 2,918 | 2,918 | — | $20.35万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.52万 | 0.04% | 3,796 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.53万 | 0.04% | 1,555 | 1,555 | — | $20.53万 | 新建仓 |
| BCPC | BALCHEM CORP | $21.10万 | 0.04% | 1,245 | 1,245 | — | $21.10万 | 新建仓 |
| SLB | SLB LIMITED | $21.71万 | 0.04% | 4,200 | 4,200 | — | $21.71万 | 新建仓 |
| IYF | ISHARES TR | $22.00万 | 0.04% | 1,870 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $22.09万 | 0.05% | 785 | -185 | -19.1% | -$5.21万 | 重新持有 |
| — | PROSHARES TR | $22.15万 | 0.05% | 6,881 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $22.27万 | 0.05% | 2,040 | 2,040 | — | $22.27万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $22.29万 | 0.05% | 2,810 | 415 | 17.3% | $3.29万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $22.67万 | 0.05% | 5,742 | 14 | 0.2% | $553 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.79万 | 0.05% | 463 | 6 | 1.3% | $2,953 | 加仓 |
| RBC | RBC BEARINGS INC | $23.08万 | 0.05% | 425 | -105 | -19.8% | -$5.70万 | 减仓 |
| DOCU | DOCUSIGN INC | $23.18万 | 0.05% | 4,889 | 72 | 1.5% | $3,413 | 加仓 |
| CNC | CENTENE CORP DEL | $23.20万 | 0.05% | 7,087 | -1,709 | -19.4% | -$5.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.68万 | 0.05% | 699 | 28 | 4.2% | $9,484 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $24.02万 | 0.05% | 2,825 | 2,825 | — | $24.02万 | 新建仓 |
| DASH | DOORDASH INC | $24.17万 | 0.05% | 1,610 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $25.15万 | 0.05% | 5,263 | 26 | 0.5% | $1,242 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.25万 | 0.05% | 14,228 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $25.46万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| RH | RH | $25.52万 | 0.05% | 1,825 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $25.76万 | 0.05% | 1,269 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $26.40万 | 0.05% | 5,014 | 52 | 1.0% | $2,738 | 加仓 |
| ZS | ZSCALER INC | $26.48万 | 0.05% | 1,887 | 876 | 86.6% | $12.29万 | 加仓 |
| IVV | ISHARES TR | $27.07万 | 0.06% | 414 | -49 | -10.6% | -$3.20万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.54万 | 0.06% | 1,588 | 275 | 20.9% | $4.77万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $27.80万 | 0.06% | 5,845 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.14万 | 0.06% | 4,167 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $28.45万 | 0.06% | 1,677 | 1 | 0.1% | $170 | 加仓 |
| TXG | 10X GENOMICS INC | $28.66万 | 0.06% | 13,500 | -750 | -5.3% | -$1.59万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $28.79万 | 0.06% | 2,922 | 2,922 | — | $28.79万 | 新建仓 |
| EMR | EMERSON ELEC CO | $29.30万 | 0.06% | 2,236 | 154 | 7.4% | $2.02万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $29.31万 | 0.06% | 25,000 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $29.66万 | 0.06% | 4,055 | 5 | 0.1% | $366 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $30.43万 | 0.06% | 1,538 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $30.76万 | 0.06% | 860 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $31.08万 | 0.06% | 36,072 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $31.97万 | 0.07% | 10,089 | 200 | 2.0% | $6,338 | 加仓 |
| SQQQ | PROSHARES TR | $32.20万 | 0.07% | 4,000 | -1,500 | -27.3% | -$12.07万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $32.50万 | 0.07% | 15,566 | 15,566 | — | $32.50万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.11万 | 0.07% | 8,750 | 8,750 | — | $33.11万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $33.73万 | 0.07% | 61,000 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $34.10万 | 0.07% | 6,385 | 6,385 | — | $34.10万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $34.16万 | 0.07% | 1,045 | 71 | 7.3% | $2.32万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $34.33万 | 0.07% | 4,508 | -25 | -0.6% | -$1,904 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $34.69万 | 0.07% | 9,772 | 10 | 0.1% | $355 | 加仓 |
| TLT | ISHARES TR | $34.79万 | 0.07% | 4,013 | 962 | 31.5% | $8.34万 | 加仓 |
| TSN | TYSON FOODS INC | $36.03万 | 0.07% | 5,623 | 7 | 0.1% | $448 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $37.14万 | 0.08% | 3,252 | 1,125 | 52.9% | $12.85万 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $37.20万 | 0.08% | 404,702 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $37.26万 | 0.08% | 1,059 | 121 | 12.9% | $4.26万 | 加仓 |
| INDA | ISHARES TR | $38.17万 | 0.08% | 8,150 | 1,278 | 18.6% | $5.99万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $41.83万 | 0.09% | 14,450 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $41.91万 | 0.09% | 421 | 33 | 8.5% | $3.29万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $42.01万 | 0.09% | 42,225 | -1,700 | -3.9% | -$1.69万 | 减仓 |
| VDE | VANGUARD WORLD FD | $42.34万 | 0.09% | 2,447 | -93 | -3.7% | -$1.61万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $42.46万 | 0.09% | 40,614 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $42.54万 | 0.09% | 4,561 | -2,391 | -34.4% | -$22.30万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $43.31万 | 0.09% | 5,618 | 1,017 | 22.1% | $7.84万 | 加仓 |
| GEV | GE VERNOVA INC | $43.50万 | 0.09% | 498 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $44.28万 | 0.09% | 2,899 | -960 | -24.9% | -$14.66万 | 减仓 |
| T | AT&T INC | $45.33万 | 0.09% | 15,637 | 2,290 | 17.2% | $6.64万 | 加仓 |
| CRM | SALESFORCE INC | $45.47万 | 0.09% | 2,436 | 1,136 | 87.4% | $21.20万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $45.47万 | 0.09% | 2,970 | -100 | -3.3% | -$1.53万 | 减仓 |