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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $142.69万 | 0.25% | 13,273 | -256 | -1.9% | -$2.75万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $142.14万 | 0.25% | 121,927 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $142.00万 | 0.25% | 9,683 | 38 | 0.4% | $5,572 | 加仓 |
| MMM | 3M CO | $141.17万 | 0.24% | 8,719 | -144 | -1.6% | -$2.33万 | 减仓 |
| DHI | D R HORTON INC | $138.48万 | 0.24% | 8,502 | -40 | -0.5% | -$6,515 | 减仓 |
| BIDU | BAIDU INC | $138.13万 | 0.24% | 12,086 | -450 | -3.6% | -$5.14万 | 减仓 |
| HD | HOME DEPOT INC | $137.46万 | 0.24% | 3,898 | 46 | 1.2% | $1.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $137.45万 | 0.24% | 4,730 | 169 | 3.7% | $4.91万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $136.96万 | 0.24% | 59,266 | 6,245 | 11.8% | $14.43万 | 加仓 |
| EOG | EOG RES INC | $135.85万 | 0.24% | 10,472 | -240 | -2.2% | -$3.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $135.38万 | 0.23% | 18,761 | -5,032 | -21.1% | -$36.31万 | 减仓 |
| EBAY | EBAY INC. | $134.71万 | 0.23% | 12,055 | -225 | -1.8% | -$2.51万 | 减仓 |
| TREE | LENDINGTREE INC | $133.53万 | 0.23% | 30,150 | -2,650 | -8.1% | -$11.74万 | 减仓 |
| C | CITIGROUP INC | $133.12万 | 0.23% | 9,511 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $132.48万 | 0.23% | 13,473 | 603 | 4.7% | $5.93万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $132.22万 | 0.23% | 14,422 | -259 | -1.8% | -$2.37万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $129.88万 | 0.22% | 12,968 | 2,508 | 24.0% | $25.12万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $129.30万 | 0.22% | 14,450 | 6,425 | 80.1% | $57.49万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $129.14万 | 0.22% | 14,373 | 5,219 | 57.0% | $46.89万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $125.66万 | 0.22% | 4,550 | -550 | -10.8% | -$15.19万 | 减仓 |
| MRK | MERCK & CO INC | $122.04万 | 0.21% | 9,435 | -194 | -2.0% | -$2.51万 | 减仓 |
| HTFL | HEARTFLOW INC | $120.76万 | 0.21% | 41,159 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $119.59万 | 0.21% | 123,540 | -12,000 | -8.9% | -$11.62万 | 减仓 |
| NU | NU HLDGS LTD | $118.09万 | 0.20% | 88,387 | 1,105 | 1.3% | $1.48万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $117.67万 | 0.20% | 3,319 | -312 | -8.6% | -$11.06万 | 减仓 |
| PFE | PFIZER INC | $117.12万 | 0.20% | 48,637 | 32 | 0.1% | $771 | 加仓 |
| GE | GE AEROSPACE | $113.17万 | 0.20% | 3,028 | 1,250 | 70.3% | $46.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $113.04万 | 0.20% | 8,947 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $111.54万 | 0.19% | 10,915 | -914 | -7.7% | -$9.34万 | 减仓 |
| FSK | FS KKR CAP CORP | $111.24万 | 0.19% | 101,751 | -21,951 | -17.7% | -$24.00万 | 减仓 |
| NUE | NUCOR CORP | $110.85万 | 0.19% | 4,964 | 74 | 1.5% | $1.65万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $109.38万 | 0.19% | 5,705 | 718 | 14.4% | $13.77万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $109.09万 | 0.19% | 12,022 | -277 | -2.3% | -$2.51万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $108.00万 | 0.19% | 21,932 | -3,750 | -14.6% | -$18.47万 | 减仓 |
| IWO | ISHARES TR | $107.75万 | 0.19% | 2,735 | 407 | 17.5% | $16.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.70万 | 0.18% | 1,398 | 57 | 4.3% | $4.35万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $106.59万 | 0.18% | 175,608 | 2,000 | 1.2% | $1.21万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $105.69万 | 0.18% | 4,683 | 703 | 17.7% | $15.87万 | 加仓 |
| GEV | GE VERNOVA INC | $103.89万 | 0.18% | 884 | 386 | 77.5% | $45.36万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $103.08万 | 0.18% | 7,051 | 210 | 3.1% | $3.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $103.08万 | 0.18% | 5,783 | -1,092 | -15.9% | -$19.46万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $101.16万 | 0.18% | 20,715 | -326 | -1.5% | -$1.59万 | 减仓 |
| IWM | ISHARES TR | $98.56万 | 0.17% | 3,281 | -10 | -0.3% | -$3,004 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $97.97万 | 0.17% | 17,002 | -1,794 | -9.5% | -$10.34万 | 减仓 |
| UPST | UPSTART HLDGS INC | $96.55万 | 0.17% | 27,250 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $95.43万 | 0.17% | 6,299 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $94.96万 | 0.16% | 11,608 | 133 | 1.2% | $1.09万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $93.78万 | 0.16% | 9,725 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $93.72万 | 0.16% | 26,931 | -7,489 | -21.8% | -$26.06万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $92.51万 | 0.16% | 54,675 | 200 | 0.4% | $3,384 | 加仓 |
| MCD | MCDONALDS CORP | $91.85万 | 0.16% | 3,398 | 84 | 2.5% | $2.27万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $88.98万 | 0.15% | 2,301 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $86.62万 | 0.15% | 9,499 | 203 | 2.2% | $1.85万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $86.36万 | 0.15% | 172,718 | -450 | -0.3% | -$2,250 | 减仓 |
| STUB | STUBHUB HLDGS INC | $84.87万 | 0.15% | 65,944 | -8,000 | -10.8% | -$10.30万 | 减仓 |
| ABNB | AIRBNB INC | $84.61万 | 0.15% | 5,913 | -444 | -7.0% | -$6.35万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $84.41万 | 0.15% | 5,169 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $84.36万 | 0.15% | 4,860 | 845 | 21.0% | $14.67万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $84.19万 | 0.15% | 59,500 | -1,500 | -2.5% | -$2.12万 | 减仓 |
| FSLR | FIRST SOLAR INC | $83.75万 | 0.14% | 3,550 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $83.62万 | 0.14% | 11,637 | -10,971 | -48.5% | -$78.83万 | 减仓 |
| MO | ALTRIA GROUP INC | $82.88万 | 0.14% | 11,351 | -351 | -3.0% | -$2.56万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $82.67万 | 0.14% | 25,841 | -1,161 | -4.3% | -$3.71万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $82.08万 | 0.14% | 30,775 | -3,000 | -8.9% | -$8.00万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $81.55万 | 0.14% | 16,765 | 473 | 2.9% | $2.30万 | 加仓 |
| EFA | ISHARES TR | $79.31万 | 0.14% | 7,635 | 2,509 | 48.9% | $26.06万 | 加仓 |
| HUBS | HUBSPOT INC | $79.30万 | 0.14% | 4,345 | -197 | -4.3% | -$3.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.99万 | 0.13% | 1,632 | 933 | 133.5% | $44.59万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $77.42万 | 0.13% | 60,671 | 818 | 1.4% | $1.04万 | 加仓 |
| LOW | LOWES COS INC | $76.81万 | 0.13% | 3,484 | 224 | 6.9% | $4.94万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $76.70万 | 0.13% | 17,762 | -1,992 | -10.1% | -$8.60万 | 减仓 |
| EEM | ISHARES TR | $75.19万 | 0.13% | 10,992 | 6 | 0.1% | $410 | 加仓 |
| XYZ | BLOCK INC | $74.24万 | 0.13% | 9,769 | -585 | -5.6% | -$4.45万 | 减仓 |
| CSX | CSX CORP | $73.98万 | 0.13% | 15,565 | -540 | -3.4% | -$2.57万 | 减仓 |
| TTAN | SERVICETITAN INC | $73.36万 | 0.13% | 10,375 | 2,160 | 26.3% | $15.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $71.62万 | 0.12% | 6,019 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $71.41万 | 0.12% | 944 | -77 | -7.5% | -$5.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $71.14万 | 0.12% | 2,801 | 111 | 4.1% | $2.82万 | 加仓 |
| MSCI | MSCI INC | $70.57万 | 0.12% | 1,260 | -208 | -14.2% | -$11.65万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $69.74万 | 0.12% | 3,696 | 150 | 4.2% | $2.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $68.19万 | 0.12% | 2,618 | -550 | -17.4% | -$14.33万 | 减仓 |
| HON | HONEYWELL INTL INC | $66.01万 | 0.11% | 2,948 | -3,018 | -50.6% | -$67.57万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $65.37万 | 0.11% | 5,253 | -3,066 | -36.9% | -$38.16万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $65.18万 | 0.11% | 18,550 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $65.17万 | 0.11% | 2,948 | 2,948 | — | $65.17万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $63.17万 | 0.11% | 151,846 | 15,400 | 11.3% | $6.41万 | 加仓 |
| FNV | FRANCO NEV CORP | $61.90万 | 0.11% | 2,970 | 2 | 0.1% | $417 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $60.84万 | 0.11% | 115,450 | -28,600 | -19.9% | -$15.07万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $59.92万 | 0.10% | 1,617 | 1,617 | — | $59.92万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $59.74万 | 0.10% | 18,750 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $59.43万 | 0.10% | 12,552 | -5,000 | -28.5% | -$23.67万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $58.79万 | 0.10% | 6,640 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $57.78万 | 0.10% | 153,250 | 17,000 | 12.5% | $6.41万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $56.68万 | 0.10% | 3,060 | -200 | -6.1% | -$3.70万 | 减仓 |
| IDXX | IDEXX LABS INC | $56.01万 | 0.10% | 1,064 | -155 | -12.7% | -$8.16万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $54.53万 | 0.09% | 13,425 | 370 | 2.8% | $1.50万 | 加仓 |
| MKL | MARKEL GROUP INC | $54.10万 | 0.09% | 277 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $53.67万 | 0.09% | 20,682 | -36 | -0.2% | -$934 | 减仓 |
| BN | BROOKFIELD CORP | $52.48万 | 0.09% | 12,321 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $52.03万 | 0.09% | 5,395 | 14 | 0.3% | $1,350 | 加仓 |