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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $51.06万 | 0.09% | 2,675 | 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 |
| WFC | WELLS FARGO & CO | $49.13万 | 0.08% | 5,945 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $48.98万 | 0.08% | 9,600 | -4,583 | -32.3% | -$23.38万 | 减仓 |
| HYS | PIMCO ETF TR | $48.91万 | 0.08% | 5,230 | 669 | 14.7% | $6.26万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $47.41万 | 0.08% | 26,091 | -130 | -0.5% | -$2,362 | 减仓 |
| WDAY | WORKDAY INC | $46.84万 | 0.08% | 3,826 | -1,032 | -21.2% | -$12.63万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $45.76万 | 0.08% | 50,566 | -2,139 | -4.1% | -$1.94万 | 减仓 |
| CNC | CENTENE CORP DEL | $45.49万 | 0.08% | 7,087 | 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 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $44.85万 | 0.08% | 40,614 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $44.28万 | 0.08% | 20,700 | 20,700 | — | $44.28万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $43.87万 | 0.08% | 956 | -8 | -0.8% | -$3,671 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $43.31万 | 0.07% | 3,254 | 2 | 0.1% | $266 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $43.06万 | 0.07% | 8,436 | 361 | 4.5% | $1.84万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.91万 | 0.07% | 459 | 38 | 9.0% | $3.55万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.51万 | 0.07% | 1,427 | 1,427 | — | $42.51万 | 新建仓 |
| AMGN | AMGEN INC | $42.08万 | 0.07% | 1,162 | 103 | 9.7% | $3.73万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $40.83万 | 0.07% | 4,915 | 4,915 | — | $40.83万 | 新建仓 |
| — | PRECIDIAN ETFS TR | $40.69万 | 0.07% | 2,688 | 2,688 | — | $40.69万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $40.32万 | 0.07% | 5,631 | 13 | 0.2% | $931 | 加仓 |
| INDA | ISHARES TR | $40.25万 | 0.07% | 8,150 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $40.07万 | 0.07% | 2,284 | -191 | -7.7% | -$3.35万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $39.94万 | 0.07% | 4,508 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $39.30万 | 0.07% | 881 | -979 | -52.6% | -$43.67万 | 减仓 |
| CB | CHUBB LIMITED | $39.07万 | 0.07% | 1,144 | 99 | 9.5% | $3.38万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $38.52万 | 0.07% | 14,450 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $38.34万 | 0.07% | 10,000 | -3,500 | -25.9% | -$13.42万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $37.84万 | 0.07% | 20,225 | -22,000 | -52.1% | -$41.16万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $37.70万 | 0.07% | 5,400 | 5,400 | — | $37.70万 | 新建仓 |
| SLV | ISHARES SILVER TR | $37.35万 | 0.06% | 6,985 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $36.86万 | 0.06% | 2,455 | 8 | 0.3% | $1,201 | 加仓 |
| AON | AON PLC | $36.80万 | 0.06% | 1,109 | -1,954 | -63.8% | -$64.84万 | 减仓 |
| — | BLEICHROEDER ACQUISITI CORP | $36.12万 | 0.06% | 35,000 | 35,000 | — | $36.12万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $35.67万 | 0.06% | 2,924 | 2 | 0.1% | $244 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.36万 | 0.06% | 366 | 366 | — | $35.36万 | 新建仓 |
| CME | CME GROUP INC | $35.28万 | 0.06% | 1,598 | 4 | 0.3% | $883 | 加仓 |
| CRM | SALESFORCE INC | $34.70万 | 0.06% | 2,207 | -229 | -9.4% | -$3.60万 | 减仓 |
| TLT | ISHARES TR | $34.68万 | 0.06% | 4,013 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $34.65万 | 0.06% | 1,758 | 1,758 | — | $34.65万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.63万 | 0.06% | 2,419 | 183 | 8.2% | $2.62万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $34.59万 | 0.06% | 9,785 | 13 | 0.1% | $460 | 加仓 |
| IOT | SAMSARA INC | $34.53万 | 0.06% | 10,649 | 560 | 5.6% | $1.82万 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $34.44万 | 0.06% | 5,263 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $34.31万 | 0.06% | 9,005 | 9,005 | — | $34.31万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $33.68万 | 0.06% | 2,950 | -20 | -0.7% | -$2,284 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $33.29万 | 0.06% | 404,702 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $33.03万 | 0.06% | 6,057 | 212 | 3.6% | $1.16万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $32.49万 | 0.06% | 36,072 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $32.48万 | 0.06% | 1,760 | 150 | 9.3% | $2.77万 | 加仓 |
| IONQ | IONQ INC | $32.36万 | 0.06% | 6,075 | 6,075 | — | $32.36万 | 新建仓 |
| TSN | TYSON FOODS INC | $32.23万 | 0.06% | 5,630 | 7 | 0.1% | $401 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.16万 | 0.06% | 8,750 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $32.13万 | 0.06% | 4,167 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $32.09万 | 0.06% | 3,501 | -8,506 | -70.8% | -$77.96万 | 减仓 |
| IVV | ISHARES TR | $31.03万 | 0.05% | 414 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $30.75万 | 0.05% | 1,962 | -937 | -32.3% | -$14.68万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $30.47万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $30.42万 | 0.05% | 4,061 | 6 | 0.1% | $449 | 加仓 |
| T | AT&T INC | $30.40万 | 0.05% | 14,684 | -953 | -6.1% | -$1.97万 | 减仓 |
| — | MILLER INVT TR | $30.25万 | 0.05% | 10,657 | 10,657 | — | $30.25万 | 新建仓 |
| NET | CLOUDFLARE INC | $30.13万 | 0.05% | 1,229 | 1,229 | — | $30.13万 | 新建仓 |
| RH | RH | $30.06万 | 0.05% | 1,825 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $29.93万 | 0.05% | 2,120 | 233 | 12.3% | $3.29万 | 加仓 |
| SYK | STRYKER CORPORATION | $29.87万 | 0.05% | 946 | 946 | — | $29.87万 | 新建仓 |
| DGII | DIGI INTL INC | $27.58万 | 0.05% | 3,680 | 3,680 | — | $27.58万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $27.49万 | 0.05% | 17,466 | 1,900 | 12.2% | $2.99万 | 加仓 |
| RBC | RBC BEARINGS INC | $27.37万 | 0.05% | 425 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $27.36万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $27.25万 | 0.05% | 2,810 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $27.03万 | 0.05% | 860 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $26.60万 | 0.05% | 760 | -25 | -3.2% | -$8,751 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.52万 | 0.05% | 1,591 | 3 | 0.2% | $500 | 加仓 |
| AMLP | ALPS ETF TR | $26.27万 | 0.05% | 5,066 | 52 | 1.0% | $2,696 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.06万 | 0.05% | 519 | 56 | 12.1% | $2.81万 | 加仓 |
| — | PROSHARES TR | $26.02万 | 0.05% | 10,381 | 3,500 | 50.9% | $8.77万 | 加仓 |
| DDOG | DATADOG INC | $25.87万 | 0.04% | 994 | 994 | — | $25.87万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.44万 | 0.04% | 14,228 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $24.92万 | 0.04% | 253 | 253 | — | $24.92万 | 新建仓 |
| AAON | AAON INC | $24.62万 | 0.04% | 1,941 | 1,941 | — | $24.62万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $24.19万 | 0.04% | 2,966 | -20 | -0.7% | -$1,631 | 重新持有 |
| IEMG | ISHARES INC | $24.17万 | 0.04% | 2,918 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $24.17万 | 0.04% | 5,790 | -595 | -9.3% | -$2.48万 | 减仓 |
| IYF | ISHARES TR | $23.84万 | 0.04% | 1,870 | 0 | 0.0% | — | 不变 |
| — | BOX INC | $23.73万 | 0.04% | 242 | 242 | — | $23.73万 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $23.65万 | 0.04% | 215 | 215 | — | $23.65万 | 新建仓 |
| IXJ | ISHARES TR | $23.61万 | 0.04% | 2,400 | 2,400 | — | $23.61万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $23.61万 | 0.04% | 5,763 | 21 | 0.4% | $860 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $23.32万 | 0.04% | 5,200 | 5,200 | — | $23.32万 | 新建仓 |
| MRCY | MERCURY SYS INC | $23.18万 | 0.04% | 1,895 | 1,895 | — | $23.18万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $23.17万 | 0.04% | 1,602 | 1,602 | — | $23.17万 | 新建仓 |
| — | GREENBRIER COS INC | $22.83万 | 0.04% | 199 | 199 | — | $22.83万 | 新建仓 |
| NOVT | NOVANTA INC | $22.79万 | 0.04% | 1,405 | 1,405 | — | $22.79万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.66万 | 0.04% | 3,796 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $22.12万 | 0.04% | 557 | 557 | — | $22.12万 | 新建仓 |
| RGEN | REPLIGEN CORP | $21.63万 | 0.04% | 1,585 | 255 | 19.2% | $3.48万 | 重新持有 |
| LMAT | LEMAITRE VASCULAR INC | $21.59万 | 0.04% | 2,250 | 210 | 10.3% | $2.02万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $21.37万 | 0.04% | 795 | 795 | — | $21.37万 | 新建仓 |
| PAVE | GLOBAL X FDS | $21.37万 | 0.04% | 3,621 | 3,621 | — | $21.37万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $21.07万 | 0.04% | 790 | 790 | — | $21.07万 | 新建仓 |