DEBUSSY CAPITAL MANAGEMENT LP
CHICAGO IL · SEC CIK 0001682021
$7.23亿2026Q1 申报市值
290持仓数
31.7%前十大占比 · 第一大 5.2%
21 / 13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
SPDW 加仓+$339.90万
SPYM 加仓+$211.40万
GBIL 加仓+$143.34万
SPEM 加仓+$99.94万
SPSM 加仓+$92.57万
2026Q1 卖出最多 按季末市值估算
INTC 重新持有-$691.26万
META 减仓-$579.03万
SLV 减仓-$207.50万
AMAT 减仓-$203.57万
BWA 减仓-$137.84万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $108.26万 | 0.15% | 7,359 | 430 | 6.2% | $6.33万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $105.98万 | 0.15% | 19,607 | -262 | -1.3% | -$1.42万 | 减仓 |
| AVY | AVERY DENNISON CORP | $104.97万 | 0.15% | 6,079 | -197 | -3.1% | -$3.40万 | 减仓 |
| PRAA | PRA GROUP INC | $102.61万 | 0.14% | 58,636 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $100.96万 | 0.14% | 4,071 | -41 | -1.0% | -$1.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $93.29万 | 0.13% | 1,337 | -712 | -34.7% | -$49.68万 | 减仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $93.12万 | 0.13% | 113,287 | -5,492 | -4.6% | -$4.51万 | 减仓 |
| NFLX | NETFLIX INC. | $91.42万 | 0.13% | 9,508 | 455 | 5.0% | $4.37万 | 加仓 |
| IWF | ISHARES TR | $87.25万 | 0.12% | 2,046 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $86.95万 | 0.12% | 28,341 | 14,521 | 105.1% | $44.55万 | 加仓 |
| MS | MORGAN STANLEY | $85.02万 | 0.12% | 5,166 | 39 | 0.8% | $6,418 | 加仓 |
| EWJ | ISHARES INC | $83.30万 | 0.12% | 9,865 | 18 | 0.2% | $1,520 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $82.84万 | 0.11% | 16,779 | -320 | -1.9% | -$1.58万 | 减仓 |
| GDX | VANECK ETF TRUST | $82.42万 | 0.11% | 8,981 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $82.25万 | 0.11% | 2,586 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $81.41万 | 0.11% | 2,410 | 446 | 22.7% | $15.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $79.89万 | 0.11% | 1,384 | 18 | 1.3% | $1.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $79.28万 | 0.11% | 3,243 | 76 | 2.4% | $1.86万 | 加仓 |
| IYH | ISHARES TR | $78.49万 | 0.11% | 12,733 | -1,030 | -7.5% | -$6.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $76.90万 | 0.11% | 3,599 | 27 | 0.8% | $5,769 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $75.67万 | 0.10% | 5,161 | 329 | 6.8% | $4.82万 | 加仓 |
| EFA | ISHARES TR | $75.08万 | 0.10% | 7,730 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.89万 | 0.10% | 2,216 | 572 | 34.8% | $19.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $74.81万 | 0.10% | 4,625 | -122 | -2.6% | -$1.97万 | 减仓 |
| CME | CME GROUP INC | $73.93万 | 0.10% | 2,503 | -79 | -3.1% | -$2.33万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $73.44万 | 0.10% | 11,830 | 35 | 0.3% | $2,173 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $72.14万 | 0.10% | 258,584 | 54,514 | 26.7% | $15.21万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $71.20万 | 0.10% | 3,332 | 4 | 0.1% | $855 | 加仓 |
| ABT | ABBOTT LABORATORIES | $71.15万 | 0.10% | 6,930 | -116 | -1.6% | -$1.19万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $71.03万 | 0.10% | 68,301 | 45,276 | 196.6% | $47.09万 | 加仓 |
| ALM | ALMONTY INDS INC | $70.38万 | 0.10% | 48,606 | -34,794 | -41.7% | -$50.38万 | 减仓 |
| RTX | RTX CORPORATION | $67.92万 | 0.09% | 3,521 | 103 | 3.0% | $1.99万 | 加仓 |
| TJX | TJX COS INC NEW | $67.29万 | 0.09% | 4,214 | -216 | -4.9% | -$3.45万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $66.35万 | 0.09% | 4,056 | -65 | -1.6% | -$1.06万 | 减仓 |
| NTRS | NORTHERN TR CORP | $65.04万 | 0.09% | 4,660 | -1 | -0.0% | -$140 | 减仓 |
| NEE | NEXTERA ENERGY INC | $64.25万 | 0.09% | 6,918 | -237 | -3.3% | -$2.20万 | 减仓 |
| XT | ISHARES TR | $64.02万 | 0.09% | 9,394 | 654 | 7.5% | $4.46万 | 加仓 |
| EEM | ISHARES TR | $63.19万 | 0.09% | 11,128 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $62.51万 | 0.09% | 5,197 | 172 | 3.4% | $2.07万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $61.87万 | 0.09% | 15,750 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $61.11万 | 0.08% | 11,186 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $60.96万 | 0.08% | 4,132 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $60.64万 | 0.08% | 13,215 | -791 | -5.6% | -$3.63万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $60.15万 | 0.08% | 13,030 | 839 | 6.9% | $3.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.76万 | 0.08% | 2,209 | -131 | -5.6% | -$3.54万 | 减仓 |
| VOX | VANGUARD WORLD FD | $59.74万 | 0.08% | 3,322 | 79 | 2.4% | $1.42万 | 加仓 |
| DHS | WISDOMTREE TR | $58.79万 | 0.08% | 5,383 | 2,336 | 76.7% | $25.51万 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $58.61万 | 0.08% | 64,052 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $58.12万 | 0.08% | 8,974 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $58.12万 | 0.08% | 2,025 | -2 | -0.1% | -$574 | 减仓 |
| SUB | ISHARES TR | $57.98万 | 0.08% | 5,444 | -195 | -3.5% | -$2.08万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $54.59万 | 0.08% | 19,602 | 10 | 0.1% | $278 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.16万 | 0.07% | 14,096 | 9,840 | 231.2% | $37.81万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $53.96万 | 0.07% | 15,894 | 15,894 | — | $53.96万 | 新建仓 |
| GCAL | GOLDMAN SACHS ETF TR | $53.40万 | 0.07% | 10,541 | -338 | -3.1% | -$1.71万 | 减仓 |
| MO | ALTRIA GROUP INC | $53.22万 | 0.07% | 8,065 | 77 | 1.0% | $5,081 | 加仓 |
| MCD | MCDONALDS CORP | $52.99万 | 0.07% | 1,705 | -69 | -3.9% | -$2.14万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $52.10万 | 0.07% | 582 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $52.00万 | 0.07% | 4,755 | 389 | 8.9% | $4.25万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $50.85万 | 0.07% | 10,494 | 12 | 0.1% | $582 | 加仓 |
| VDC | VANGUARD WORLD FD | $50.58万 | 0.07% | 2,252 | 7 | 0.3% | $1,572 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $50.36万 | 0.07% | 8,035 | 587 | 7.9% | $3.68万 | 加仓 |
| EWU | ISHARES TR | $50.03万 | 0.07% | 10,981 | 21 | 0.2% | $957 | 加仓 |
| — | GLOBAL X FDS | $49.64万 | 0.07% | 18,546 | 1,461 | 8.6% | $3.91万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $49.33万 | 0.07% | 1,065 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $49.08万 | 0.07% | 5,064 | -4 | -0.1% | -$388 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.34万 | 0.07% | 1,731 | -6 | -0.3% | -$1,676 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $46.20万 | 0.06% | 2,276 | -368 | -13.9% | -$7.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.48万 | 0.06% | 2,198 | 90 | 4.3% | $1.86万 | 加仓 |
| CSCO | CISCO SYS INC | $45.35万 | 0.06% | 5,844 | -206 | -3.4% | -$1.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.10万 | 0.06% | 2,168 | -5 | -0.2% | -$1,017 | 减仓 |
| USB | US BANCORP | $43.70万 | 0.06% | 8,403 | 5 | 0.1% | $260 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.39万 | 0.06% | 7,655 | 615 | 8.7% | $3.49万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $43.26万 | 0.06% | 12,590 | 1,741 | 16.0% | $5.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $43.24万 | 0.06% | 990 | -201 | -16.9% | -$8.78万 | 减仓 |
| IGM | ISHARES TR | $42.60万 | 0.06% | 3,595 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $42.27万 | 0.06% | 846 | -69 | -7.5% | -$3.45万 | 减仓 |
| GRNJ | TIDAL TRUST III | $41.74万 | 0.06% | 16,690 | 16,690 | — | $41.74万 | 新建仓 |
| EWC | ISHARES INC | $40.96万 | 0.06% | 7,476 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $40.94万 | 0.06% | 4,248 | -180 | -4.1% | -$1.73万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $40.63万 | 0.06% | 11,250 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $40.54万 | 0.06% | 10,835 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $40.31万 | 0.06% | 3,699 | 1,355 | 57.8% | $14.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.05万 | 0.06% | 587 | 5 | 0.9% | $3,411 | 加仓 |
| IYM | ISHARES TR | $39.99万 | 0.06% | 2,273 | 4 | 0.2% | $704 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM | $39.36万 | 0.05% | 39,103 | 24 | 0.1% | $242 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $38.54万 | 0.05% | 888 | 9 | 1.0% | $3,906 | 加仓 |
| IGV | ISHARES TR | $38.46万 | 0.05% | 4,805 | 4,805 | — | $38.46万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.03万 | 0.05% | 2,600 | -57 | -2.1% | -$8,338 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $37.94万 | 0.05% | 3,405 | -41 | -1.2% | -$4,568 | 减仓 |
| BAC | BANK AMERICA CORP | $37.90万 | 0.05% | 7,774 | -239 | -3.0% | -$1.17万 | 减仓 |
| — | ALLSPRING EXCHANGE TRADED FU | $37.68万 | 0.05% | 15,040 | -4,760 | -24.0% | -$11.92万 | 减仓 |
| ESGU | ISHARES TR | $37.43万 | 0.05% | 2,647 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $37.22万 | 0.05% | 3,163 | -1,086 | -25.6% | -$12.78万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $37.08万 | 0.05% | 3,378 | 524 | 18.4% | $5.75万 | 加仓 |
| HYG | ISHARES TR | $36.99万 | 0.05% | 4,649 | -62 | -1.3% | -$4,933 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $36.99万 | 0.05% | 2,237 | -53 | -2.3% | -$8,763 | 减仓 |
| SRE | SEMPRA | $36.38万 | 0.05% | 3,744 | 21 | 0.6% | $2,040 | 加仓 |
| — | INVESCO CALIF VALUE MUN INCO | $36.08万 | 0.05% | 34,560 | 26 | 0.1% | $271 | 加仓 |