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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $2,872.75万 | 4.97% | 68,301 | 633 | 0.9% | $26.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,640.94万 | 4.57% | 22,879 | -13,412 | -37.0% | -$1,548.16万 | 减仓 |
| AMZN | AMAZON COM INC | $2,290.72万 | 3.96% | 96,111 | 4,973 | 5.5% | $118.53万 | 加仓 |
| GOOG | ALPHABET INC | $2,269.70万 | 3.93% | 64,238 | 82 | 0.1% | $2.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,605.23万 | 2.78% | 80,225 | 7,441 | 10.2% | $148.89万 | 加仓 |
| META | META PLATFORMS INC | $1,386.66万 | 2.40% | 24,617 | 287 | 1.2% | $16.17万 | 加仓 |
| KLAC | KLA CORP | $1,311.53万 | 2.27% | 43,470 | -40 | -0.1% | -$1.21万 | 减仓 |
| KAT | ADVISORS SER TR | $1,124.11万 | 1.94% | 207,937 | -7,567 | -3.5% | -$40.91万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $1,001.90万 | 1.73% | 540,106 | -12,912 | -2.3% | -$23.95万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $919.15万 | 1.59% | 15,823 | -335 | -2.1% | -$19.46万 | 减仓 |
| GOOGL | ALPHABET INC | $911.76万 | 1.58% | 25,513 | 397 | 1.6% | $14.19万 | 加仓 |
| CCJ | CAMECO CORP | $856.84万 | 1.48% | 84,120 | 1,770 | 2.1% | $18.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $838.70万 | 1.45% | 8,293 | 18 | 0.2% | $1.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $822.61万 | 1.42% | 22,053 | 1,072 | 5.1% | $39.99万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $697.54万 | 1.21% | 59,788 | 3,143 | 5.5% | $36.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $659.03万 | 1.14% | 20,134 | 317 | 1.6% | $10.38万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $656.93万 | 1.14% | 30,144 | 45 | 0.1% | $9,807 | 加仓 |
| RKLB | ROCKET LAB CORP | $509.18万 | 0.88% | 50,091 | -13,394 | -21.1% | -$136.15万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $504.77万 | 0.87% | 80,262 | 1,505 | 1.9% | $9.46万 | 加仓 |
| AAPL | APPLE INC | $482.32万 | 0.83% | 16,669 | -1,505 | -8.3% | -$43.55万 | 减仓 |
| DAL | DELTA AIR LINES INC | $477.37万 | 0.83% | 50,968 | 125 | 0.2% | $1.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $468.05万 | 0.81% | 13,725 | 309 | 2.3% | $10.54万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $467.78万 | 0.81% | 422,950 | -38,947 | -8.4% | -$43.08万 | 减仓 |
| SNOW | SNOWFLAKE INC | $454.34万 | 0.79% | 17,852 | -325 | -1.8% | -$8.27万 | 减仓 |
| SOXX | ISHARES TR | $435.62万 | 0.75% | 6,799 | -584 | -7.9% | -$37.42万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $432.99万 | 0.75% | 551,583 | 5,500 | 1.0% | $4.32万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $424.56万 | 0.73% | 295,245 | 13,396 | 4.8% | $19.26万 | 加仓 |
| VRNS | VARONIS SYS INC | $409.43万 | 0.71% | 97,576 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $375.93万 | 0.65% | 17,668 | 298 | 1.7% | $6.34万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $360.20万 | 0.62% | 194,385 | 22,413 | 13.0% | $41.53万 | 加仓 |
| V | VISA INC | $359.95万 | 0.62% | 10,491 | 692 | 7.1% | $23.74万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $354.61万 | 0.61% | 8,917 | 648 | 7.8% | $25.77万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $353.81万 | 0.61% | 66,618 | -32 | -0.0% | -$1,700 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $347.89万 | 0.60% | 76,426 | -44 | -0.1% | -$2,003 | 减仓 |
| SHOP | SHOPIFY INC | $347.19万 | 0.60% | 30,407 | 5,596 | 22.6% | $63.89万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $346.10万 | 0.60% | 306,015 | -17,223 | -5.3% | -$19.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $342.84万 | 0.59% | 6,729 | -21 | -0.3% | -$1.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $337.39万 | 0.58% | 21,350 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $314.64万 | 0.54% | 19,061 | 754 | 4.1% | $12.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $310.29万 | 0.54% | 6,201 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $295.09万 | 0.51% | 7,975 | -94 | -1.2% | -$3.48万 | 减仓 |
| ABBV | ABBVIE INC | $291.78万 | 0.50% | 11,595 | 811 | 7.5% | $20.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $282.18万 | 0.49% | 35,023 | 19 | 0.1% | $1,531 | 加仓 |
| AVGO | BROADCOM INC | $280.78万 | 0.49% | 7,433 | -191 | -2.5% | -$7.22万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $280.71万 | 0.49% | 237,833 | 34,210 | 16.8% | $40.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $275.86万 | 0.48% | 9,810 | 3,175 | 47.9% | $89.28万 | 加仓 |
| DB | DEUTSCHE BK AG | $271.22万 | 0.47% | 80,337 | -895 | -1.1% | -$3.02万 | 减仓 |
| QCOM | QUALCOMM INC | $270.55万 | 0.47% | 14,641 | -4,234 | -22.4% | -$78.24万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $268.92万 | 0.47% | 11,067 | 119 | 1.1% | $2.89万 | 加仓 |
| CAT | CATERPILLAR INC | $268.57万 | 0.46% | 2,522 | -80 | -3.1% | -$8.52万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $266.62万 | 0.46% | 164,884 | 8,647 | 5.5% | $13.98万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $258.75万 | 0.45% | 74,633 | -1,330 | -1.8% | -$4.61万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $255.56万 | 0.44% | 540,296 | 1,000 | 0.2% | $4,730 | 加仓 |
| BAC | BANK OF AMER CORP | $251.53万 | 0.44% | 44,143 | -787 | -1.8% | -$4.48万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $248.88万 | 0.43% | 15,686 | 3,684 | 30.7% | $58.45万 | 加仓 |
| IBB | ISHARES TR | $246.30万 | 0.43% | 12,950 | -150 | -1.1% | -$2.85万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $243.46万 | 0.42% | 28,000 | -3,000 | -9.7% | -$26.09万 | 减仓 |
| WMT | WALMART INC | $239.82万 | 0.41% | 21,175 | 377 | 1.8% | $4.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $237.15万 | 0.41% | 7,011 | -17 | -0.2% | -$5,750 | 减仓 |
| GLD | SPDR GOLD TR | $231.27万 | 0.40% | 6,278 | 177 | 2.9% | $6.52万 | 加仓 |
| LLY | ELI LILLY & CO | $230.09万 | 0.40% | 1,918 | 192 | 11.1% | $23.03万 | 加仓 |
| VST | VISTRA CORP | $227.59万 | 0.39% | 14,347 | 14,347 | — | $227.59万 | 新建仓 |
| NOW | SERVICENOW INC | $225.97万 | 0.39% | 22,761 | 9,885 | 76.8% | $98.14万 | 加仓 |
| IGV | ISHARES TR | $224.34万 | 0.39% | 24,762 | 8,633 | 53.5% | $78.21万 | 加仓 |
| DIS | DISNEY WALT CO | $222.40万 | 0.38% | 22,928 | -331 | -1.4% | -$3.21万 | 减仓 |
| ET | ENERGY TRANSFER L P | $220.70万 | 0.38% | 115,430 | 1,003 | 0.9% | $1.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $215.25万 | 0.37% | 3,134 | 63 | 2.1% | $4.33万 | 加仓 |
| INTC | INTEL CORP | $213.54万 | 0.37% | 15,293 | -2,900 | -15.9% | -$40.49万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $210.03万 | 0.36% | 6,273 | -1,652 | -20.8% | -$55.31万 | 减仓 |
| BX | BLACKSTONE INC | $205.08万 | 0.35% | 17,428 | -41 | -0.2% | -$4,824 | 减仓 |
| PEP | PEPSICO INC | $204.48万 | 0.35% | 15,102 | 140 | 0.9% | $1.90万 | 加仓 |
| NFLX | NETFLIX INC. | $201.85万 | 0.35% | 28,271 | -549 | -1.9% | -$3.92万 | 减仓 |
| UNP | UNION PAC CORP | $199.16万 | 0.34% | 7,322 | -92 | -1.2% | -$2.50万 | 减仓 |
| TTE | TOTALENERGIES SE | $195.20万 | 0.34% | 25,103 | -452 | -1.8% | -$3.51万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $194.88万 | 0.34% | 36,351 | 25 | 0.1% | $1,340 | 加仓 |
| CSCO | CISCO SYS INC | $193.18万 | 0.33% | 16,446 | 334 | 2.1% | $3.92万 | 加仓 |
| MELI | MERCADOLIBRE INC | $193.03万 | 0.33% | 1,137 | 487 | 74.9% | $82.68万 | 加仓 |
| NEM | NEWMONT CORP | $192.06万 | 0.33% | 20,563 | -1,298 | -5.9% | -$12.12万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $190.29万 | 0.33% | 11,201 | 913 | 8.9% | $15.51万 | 加仓 |
| ASML | ASML HLDG NV | $182.87万 | 0.32% | 919 | 29 | 3.3% | $5.77万 | 加仓 |
| ORCL | ORACLE CORP | $182.81万 | 0.32% | 12,474 | 714 | 6.1% | $10.46万 | 加仓 |
| ENTG | ENTEGRIS INC | $179.50万 | 0.31% | 9,980 | 9,980 | — | $179.50万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $179.09万 | 0.31% | 2,392 | 7 | 0.3% | $5,241 | 加仓 |
| USMV | ISHARES TR | $175.21万 | 0.30% | 18,164 | 31 | 0.2% | $2,990 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $172.28万 | 0.30% | 17,756 | -3,601 | -16.9% | -$34.94万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $170.48万 | 0.29% | 152,486 | -40,908 | -21.2% | -$45.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $170.10万 | 0.29% | 3,312 | 416 | 14.4% | $21.36万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $168.55万 | 0.29% | 3,309 | 87 | 2.7% | $4.43万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $168.13万 | 0.29% | 2,696 | -19 | -0.7% | -$1.18万 | 减仓 |
| NUVB | NUVATION BIO INC | $166.66万 | 0.29% | 293,417 | 3,000 | 1.0% | $1.70万 | 加仓 |
| NVO | NOVO-NORDISK A S | $161.23万 | 0.28% | 33,631 | 9,442 | 39.0% | $45.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $155.07万 | 0.27% | 18,002 | 62 | 0.3% | $5,341 | 加仓 |
| ADBE | ADOBE INC | $154.32万 | 0.27% | 7,527 | -494 | -6.2% | -$10.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $154.24万 | 0.27% | 3,557 | -146 | -3.9% | -$6.33万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $151.62万 | 0.26% | 6,685 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $149.72万 | 0.26% | 8,515 | -810 | -8.7% | -$14.24万 | 减仓 |
| RTX | RTX CORPORATION | $147.24万 | 0.25% | 7,761 | 145 | 1.9% | $2.75万 | 加仓 |
| XBI | SPDR SERIES TRUST | $145.42万 | 0.25% | 9,189 | -900 | -8.9% | -$14.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $145.25万 | 0.25% | 1,970 | 68 | 3.6% | $5.01万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $143.54万 | 0.25% | 3,453 | 86 | 2.6% | $3.57万 | 加仓 |