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 |
|---|---|---|---|---|---|---|---|---|
| BCPC | BALCHEM CORP | $21.03万 | 0.04% | 1,245 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $21.01万 | 0.04% | 1,475 | 1,475 | — | $21.01万 | 新建仓 |
| DBX | DROPBOX INC | $21.00万 | 0.04% | 208 | 208 | — | $21.00万 | 新建仓 |
| IWD | ISHARES TR | $20.82万 | 0.04% | 859 | 859 | — | $20.82万 | 新建仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $20.53万 | 0.04% | 4,227 | 4,227 | — | $20.53万 | 新建仓 |
| DOCU | DOCUSIGN INC | $20.51万 | 0.04% | 4,618 | -271 | -5.5% | -$1.20万 | 减仓 |
| — | MICRON TECHNOLOGY INC 看涨期权 | $20.30万 | 0.04% | 700 | 700 | — | $20.30万 | 新建仓 |
| MBB | ISHARES TR | $20.17万 | 0.03% | 2,134 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $20.08万 | 0.03% | 1,307 | 1,307 | — | $20.08万 | 新建仓 |
| BA | BOEING CO | $20.07万 | 0.03% | 927 | 0 | 0.0% | — | 重新持有 |
| JOBY | JOBY AVIATION INC | $20.03万 | 0.03% | 22,450 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.32万 | 0.03% | 13,250 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $10.89万 | 0.02% | 10,050 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $8.64万 | 0.01% | 12,816 | 709 | 5.9% | $4,779 | 加仓 |
| PLUG | PLUG PWR INC | $3.77万 | 0.01% | 13,900 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -2,219 | -100.0% | -$54.31万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -12,547 | -100.0% | -$47.59万 | 清仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | -36,891 | -100.0% | -$47.18万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$32.20万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,538 | -100.0% | -$30.43万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,677 | -100.0% | -$28.45万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,269 | -100.0% | -$25.76万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -2,825 | -100.0% | -$24.02万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,200 | -100.0% | -$21.71万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,555 | -100.0% | -$20.53万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -7,900 | -100.0% | -$20.14万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -404 | -100.0% | -$20.03万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.04万 | 清仓 |
| — | QUINCE THERAPEUTICS INC | $0 | 0.00% | 0 | -53,312 | -100.0% | -$5,406 | 清仓 |
| — | MOMENTUS INC | $0 | 0.00% | 33,255 | 0 | 0.0% | — | 不变 |
| — | TABOOLA.COM LTD | $0 | 0.00% | 0 | -63,500 | -100.0% | -$635 | 清仓 |
| — | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 35,994 | 0 | 0.0% | — | 不变 |