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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $2,515.56万 | 5.14% | 67,668 | 306 | 0.5% | $11.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,898.13万 | 3.87% | 91,138 | -3,147 | -3.3% | -$65.54万 | 减仓 |
| GOOG | ALPHABET INC | $1,840.38万 | 3.76% | 64,156 | -1,124 | -1.7% | -$32.24万 | 减仓 |
| META | META PLATFORMS INC | $1,392.02万 | 2.84% | 24,330 | 1,078 | 4.6% | $61.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,269.43万 | 2.59% | 72,784 | 5,989 | 9.0% | $104.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,226.61万 | 2.50% | 36,291 | -16,136 | -30.8% | -$545.39万 | 减仓 |
| KAT | ADVISORS SER TR | $1,154.99万 | 2.36% | 215,504 | -7,215 | -3.2% | -$38.67万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $984.93万 | 2.01% | 553,018 | -56,939 | -9.3% | -$101.41万 | 减仓 |
| CCJ | CAMECO CORP | $894.40万 | 1.83% | 82,350 | -3,250 | -3.8% | -$35.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $828.60万 | 1.69% | 56,645 | -86 | -0.2% | -$1.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $776.65万 | 1.59% | 20,981 | 1,636 | 8.5% | $60.56万 | 加仓 |
| GOOGL | ALPHABET INC | $722.23万 | 1.47% | 25,116 | 252 | 1.0% | $7.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $700.06万 | 1.43% | 8,275 | -195 | -2.3% | -$16.50万 | 减仓 |
| KLAC | KLA CORP | $640.65万 | 1.31% | 4,351 | -6 | -0.1% | -$8,834 | 减仓 |
| VTV | VANGUARD INDEX FDS | $590.55万 | 1.21% | 30,099 | 74 | 0.2% | $1.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $582.94万 | 1.19% | 19,817 | 168 | 0.9% | $4.94万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $500.23万 | 1.02% | 461,897 | 23,913 | 5.5% | $25.90万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $462.93万 | 0.95% | 78,757 | 5,155 | 7.0% | $30.30万 | 加仓 |
| AAPL | APPLE INC | $461.25万 | 0.94% | 18,174 | 1,549 | 9.3% | $39.31万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $411.50万 | 0.84% | 281,849 | -8,412 | -2.9% | -$12.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $408.30万 | 0.83% | 66,650 | 1,502 | 2.3% | $9.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $407.94万 | 0.83% | 6,750 | -283 | -4.0% | -$17.10万 | 减仓 |
| RKLB | ROCKET LAB CORP | $407.70万 | 0.83% | 63,485 | -10,065 | -13.7% | -$64.64万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $403.45万 | 0.82% | 76,470 | 204 | 0.3% | $1.08万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $389.50万 | 0.80% | 323,238 | -41,037 | -11.3% | -$49.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $381.19万 | 0.78% | 8,269 | 161 | 2.0% | $7.42万 | 加仓 |
| DAL | DELTA AIR LINES INC | $338.01万 | 0.69% | 50,843 | 543 | 1.1% | $3.61万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $335.11万 | 0.68% | 18,307 | 1,710 | 10.3% | $31.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $333.37万 | 0.68% | 17,370 | 1,516 | 9.6% | $29.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $328.69万 | 0.67% | 16,158 | 3,585 | 28.5% | $72.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $316.19万 | 0.65% | 21,350 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $309.89万 | 0.63% | 171,972 | 21,584 | 14.4% | $38.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.15万 | 0.61% | 6,201 | -312 | -4.8% | -$14.95万 | 减仓 |
| V | VISA INC | $296.16万 | 0.60% | 9,799 | 466 | 5.0% | $14.08万 | 加仓 |
| SHOP | SHOPIFY INC | $294.31万 | 0.60% | 24,811 | 1,808 | 7.9% | $21.45万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $278.82万 | 0.57% | 539,296 | 28,625 | 5.6% | $14.80万 | 加仓 |
| NFLX | NETFLIX INC. | $277.10万 | 0.57% | 28,820 | 9,600 | 49.9% | $92.30万 | 加仓 |
| SNOW | SNOWFLAKE INC | $274.15万 | 0.56% | 18,177 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $267.94万 | 0.55% | 21,357 | -1,071 | -4.8% | -$13.44万 | 减仓 |
| ZTS | ZOETIS INC | $267.25万 | 0.55% | 22,608 | 1,344 | 6.3% | $15.89万 | 加仓 |
| GLD | SPDR GOLD TR | $262.52万 | 0.54% | 6,101 | -2,702 | -30.7% | -$116.26万 | 减仓 |
| WMT | WALMART INC | $259.00万 | 0.53% | 20,798 | -405 | -1.9% | -$5.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $258.87万 | 0.53% | 8,069 | 915 | 12.8% | $29.36万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $252.64万 | 0.52% | 156,237 | -21,610 | -12.2% | -$34.94万 | 减仓 |
| VO | VANGUARD INDEX FDS | $251.32万 | 0.51% | 8,751 | 17 | 0.2% | $4,882 | 加仓 |
| QCOM | QUALCOMM INC | $243.07万 | 0.50% | 18,875 | 18 | 0.1% | $2,318 | 加仓 |
| SOXX | ISHARES TR | $242.64万 | 0.50% | 7,383 | -400 | -5.1% | -$13.15万 | 减仓 |
| DB | DEUTSCHE BK AG | $241.91万 | 0.49% | 81,232 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $237.85万 | 0.49% | 10,948 | 4,066 | 59.1% | $88.33万 | 加仓 |
| NEM | NEWMONT CORP | $236.64万 | 0.48% | 21,861 | -2,647 | -10.8% | -$28.65万 | 减仓 |
| AVGO | BROADCOM INC | $235.97万 | 0.48% | 7,624 | 193 | 2.6% | $5.97万 | 加仓 |
| ABBV | ABBVIE INC | $234.55万 | 0.48% | 10,784 | 4,310 | 66.6% | $93.74万 | 加仓 |
| TTE | TOTALENERGIES SE | $232.66万 | 0.47% | 25,555 | -640 | -2.4% | -$5.83万 | 减仓 |
| PEP | PEPSICO INC | $232.34万 | 0.47% | 14,962 | 649 | 4.5% | $10.08万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $230.05万 | 0.47% | 203,623 | 6,141 | 3.1% | $6.94万 | 加仓 |
| DIS | DISNEY WALT CO | $224.17万 | 0.46% | 23,259 | -3 | -0.0% | -$289 | 减仓 |
| IBB | ISHARES TR | $221.19万 | 0.45% | 13,100 | -48 | -0.4% | -$8,105 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $221.05万 | 0.45% | 193,394 | 13,298 | 7.4% | $15.20万 | 加仓 |
| ET | ENERGY TRANSFER L P | $220.84万 | 0.45% | 114,427 | 107 | 0.1% | $2,065 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $219.80万 | 0.45% | 3,222 | -63 | -1.9% | -$4.30万 | 减仓 |
| BAC | BANK AMERICA CORP | $219.04万 | 0.45% | 44,930 | -506 | -1.1% | -$2.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $215.08万 | 0.44% | 13,416 | 2,712 | 25.3% | $43.48万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $212.58万 | 0.43% | 7,028 | 93 | 1.3% | $2.81万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $209.83万 | 0.43% | 2,715 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $209.50万 | 0.43% | 97,576 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $200.88万 | 0.41% | 17,469 | -300 | -1.7% | -$3.45万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $198.58万 | 0.41% | 7,925 | -350 | -4.2% | -$8.77万 | 减仓 |
| ADBE | ADOBE INC | $194.97万 | 0.40% | 8,021 | 946 | 13.4% | $22.99万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $190.58万 | 0.39% | 546,083 | 22,700 | 4.3% | $7.92万 | 加仓 |
| CAT | CATERPILLAR INC | $184.34万 | 0.38% | 2,602 | -15 | -0.6% | -$1.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $183.53万 | 0.37% | 3,071 | 765 | 33.2% | $45.72万 | 加仓 |
| UNP | UNION PAC CORP | $179.88万 | 0.37% | 7,414 | 34 | 0.5% | $8,249 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $179.34万 | 0.37% | 36,326 | 1,533 | 4.4% | $7.57万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $175.96万 | 0.36% | 12,002 | 2,227 | 22.8% | $32.65万 | 加仓 |
| ORCL | ORACLE CORP | $173.00万 | 0.35% | 11,760 | -939 | -7.4% | -$13.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $171.14万 | 0.35% | 23,793 | 190 | 0.8% | $1.37万 | 加仓 |
| USMV | ISHARES TR | $168.16万 | 0.34% | 18,133 | -16 | -0.1% | -$1,484 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $164.96万 | 0.34% | 8,319 | 1,940 | 30.4% | $38.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $160.84万 | 0.33% | 6,635 | 3,548 | 114.9% | $86.01万 | 加仓 |
| LLY | ELI LILLY & CO | $158.77万 | 0.32% | 1,726 | 141 | 8.9% | $12.97万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $157.70万 | 0.32% | 75,963 | 3,853 | 5.3% | $8.00万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $157.42万 | 0.32% | 4,561 | -4 | -0.1% | -$1,381 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.54万 | 0.32% | 2,385 | 20 | 0.8% | $1.30万 | 加仓 |
| EOG | EOG RES INC | $154.86万 | 0.32% | 10,712 | 810 | 8.2% | $11.71万 | 加仓 |
| RTX | RTX CORPORATION | $146.91万 | 0.30% | 7,616 | 1 | 0.0% | $193 | 加仓 |
| MA | MASTERCARD INCORPORATED | $144.71万 | 0.30% | 2,896 | 264 | 10.0% | $13.19万 | 加仓 |
| TREE | LENDINGTREE INC | $140.65万 | 0.29% | 32,800 | -200 | -0.6% | -$8,576 | 减仓 |
| BIDU | BAIDU INC | $139.68万 | 0.29% | 12,536 | -1,000 | -7.4% | -$11.14万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $139.32万 | 0.28% | 9,645 | 1,103 | 12.9% | $15.93万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $137.31万 | 0.28% | 21,041 | 2,995 | 16.6% | $19.54万 | 加仓 |
| PFE | PFIZER INC | $136.48万 | 0.28% | 48,605 | 31 | 0.1% | $870 | 加仓 |
| — | HONEYWELL INTL INC | $134.85万 | 0.28% | 5,966 | -5,912 | -49.8% | -$133.63万 | 减仓 |
| NOW | SERVICENOW INC | $134.62万 | 0.27% | 12,876 | 5,986 | 86.9% | $62.58万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $134.58万 | 0.27% | 121,927 | 121,927 | — | $134.58万 | 新建仓 |
| FSK | FS KKR CAP CORP | $134.00万 | 0.27% | 123,702 | -12,732 | -9.3% | -$13.79万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $133.39万 | 0.27% | 6,685 | 200 | 3.1% | $3.99万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $133.10万 | 0.27% | 13,529 | 380 | 2.9% | $3.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $130.60万 | 0.27% | 2,990 | 260 | 9.5% | $11.36万 | 加仓 |
| IGV | ISHARES TR | $129.12万 | 0.26% | 16,129 | 6,725 | 71.5% | $53.83万 | 加仓 |
| XBI | SPDR SERIES TRUST | $128.87万 | 0.26% | 10,089 | -200 | -1.9% | -$2.55万 | 减仓 |