Seelaus Asset Management LLC
CHATHAM NJ · SEC CIK 0001705655
$1.42亿2026Q2 申报市值
204持仓数
27.3%前十大占比 · 第一大 7.0%
35 / 36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
OMF 加仓+$61.40万
SHOP 新建仓+$57.66万
HOOD 新建仓+$56.71万
RDDT 新建仓+$49.04万
MDB 加仓+$43.70万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$175.50万
AMZN 减仓-$118.60万
GLW 减仓-$110.83万
AAPL 减仓-$88.75万
CRH 减仓-$80.13万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $994.39万 | 6.98% | 34,365 | -3,067 | -8.2% | -$88.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $799.35万 | 5.61% | 10,704 | -685 | -6.0% | -$51.15万 | 减仓 |
| GOOG | ALPHABET INC | $286.69万 | 2.01% | 8,114 | -42 | -0.5% | -$1.48万 | 减仓 |
| CCJ | CAMECO CORP | $275.72万 | 1.94% | 27,069 | -3,141 | -10.4% | -$31.99万 | 减仓 |
| URI | UNITED RENTALS INC | $267.36万 | 1.88% | 2,360 | -563 | -19.3% | -$63.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $262.24万 | 1.84% | 7,030 | -2,080 | -22.8% | -$77.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $253.80万 | 1.78% | 5,072 | -500 | -9.0% | -$25.02万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $252.46万 | 1.77% | 4,346 | 29 | 0.7% | $1.68万 | 加仓 |
| AMZN | AMAZON COM INC | $252.21万 | 1.77% | 10,582 | -4,976 | -32.0% | -$118.60万 | 减仓 |
| GOOGL | ALPHABET INC | $244.33万 | 1.72% | 6,837 | -4,911 | -41.8% | -$175.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $244.15万 | 1.71% | 12,202 | -1,018 | -7.7% | -$20.37万 | 减仓 |
| CAT | CATERPILLAR INC | $236.51万 | 1.66% | 2,221 | -162 | -6.8% | -$17.25万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $209.50万 | 1.47% | 3,280 | -140 | -4.1% | -$8.94万 | 减仓 |
| — | EXXON MOBIL CORP | $178.98万 | 1.26% | 13,091 | -384 | -2.8% | -$5.25万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.15万 | 1.19% | 7,950 | -876 | -9.9% | -$18.64万 | 减仓 |
| BE | BLOOM ENERGY CORP | $168.42万 | 1.18% | 5,564 | -257 | -4.4% | -$7.78万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $165.18万 | 1.16% | 8,670 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $165.10万 | 1.16% | 6,561 | 1,007 | 18.1% | $25.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $160.94万 | 1.13% | 2,186 | -128 | -5.5% | -$9.42万 | 减仓 |
| CSCO | CISCO SYS INC | $159.83万 | 1.12% | 13,607 | -2,348 | -14.7% | -$27.58万 | 减仓 |
| INTC | INTEL CORP | $158.63万 | 1.11% | 11,361 | -533 | -4.5% | -$7.44万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $156.21万 | 1.10% | 25,621 | 10,070 | 64.8% | $61.40万 | 加仓 |
| C | CITIGROUP INC | $149.25万 | 1.05% | 10,664 | -2,736 | -20.4% | -$38.29万 | 减仓 |
| CRH | CRH PLC | $128.13万 | 0.90% | 11,975 | -7,489 | -38.5% | -$80.13万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $124.08万 | 0.87% | 3,706 | -144 | -3.7% | -$4.82万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $120.89万 | 0.85% | 5,266 | -209 | -3.8% | -$4.80万 | 减仓 |
| BX | BLACKSTONE INC | $117.65万 | 0.83% | 9,998 | 41 | 0.4% | $4,825 | 加仓 |
| GE | GE AEROSPACE | $116.94万 | 0.82% | 3,129 | -1,736 | -35.7% | -$64.88万 | 减仓 |
| GEV | GE VERNOVA INC | $108.67万 | 0.76% | 925 | -629 | -40.5% | -$73.90万 | 减仓 |
| PKG | PACKAGING CORP AMER | $107.94万 | 0.76% | 4,530 | -240 | -5.0% | -$5.72万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $94.74万 | 0.67% | 6,925 | -250 | -3.5% | -$3.42万 | 减仓 |
| BA | BOEING CO | $93.33万 | 0.66% | 4,311 | -718 | -14.3% | -$15.54万 | 减仓 |
| META | META PLATFORMS INC | $92.21万 | 0.65% | 1,637 | -1 | -0.1% | -$563 | 减仓 |
| MDB | MONGODB INC | $91.80万 | 0.64% | 2,733 | 1,301 | 90.9% | $43.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.01万 | 0.63% | 21,023 | -1,399 | -6.2% | -$5.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $84.85万 | 0.60% | 2,695 | -225 | -7.7% | -$7.08万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $82.25万 | 0.58% | 5,609 | 633 | 12.7% | $9.28万 | 加仓 |
| ROST | ROSS STORES INC | $82.18万 | 0.58% | 3,861 | -1,774 | -31.5% | -$37.76万 | 减仓 |
| IJH | ISHARES TR | $81.03万 | 0.57% | 10,509 | -313 | -2.9% | -$2.41万 | 减仓 |
| WMB | WILLIAMS COS INC | $80.04万 | 0.56% | 10,767 | -6,008 | -35.8% | -$44.66万 | 减仓 |
| LLY | ELI LILLY & CO | $79.52万 | 0.56% | 663 | 4 | 0.6% | $4,798 | 加仓 |
| KTB | KONTOOR BRANDS INC | $79.25万 | 0.56% | 9,509 | -81 | -0.8% | -$6,751 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $79.01万 | 0.55% | 7,320 | -266 | -3.5% | -$2.87万 | 减仓 |
| CTRE | CARETRUST REIT INC | $78.74万 | 0.55% | 19,514 | -1,158 | -5.6% | -$4.67万 | 减仓 |
| — | WELLS FARGO & CO | $77.98万 | 0.55% | 674 | -57 | -7.8% | -$6.59万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $73.97万 | 0.52% | 6,881 | 2,340 | 51.5% | $25.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.60万 | 0.52% | 787 | -587 | -42.7% | -$54.89万 | 减仓 |
| CLS | CELESTICA INC | $72.38万 | 0.51% | 1,985 | -90 | -4.3% | -$3.28万 | 减仓 |
| ETSY | ETSY INC | $71.86万 | 0.50% | 9,540 | -350 | -3.5% | -$2.64万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $71.30万 | 0.50% | 2,537 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $70.46万 | 0.49% | 9,339 | -1,058 | -10.2% | -$7.98万 | 减仓 |
| IWO | ISHARES TR | $67.97万 | 0.48% | 1,725 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $66.45万 | 0.47% | 2,611 | 882 | 51.0% | $22.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.34万 | 0.47% | 8,027 | -1,347 | -14.4% | -$11.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $66.31万 | 0.47% | 1,792 | -98 | -5.2% | -$3.63万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.30万 | 0.45% | 2,612 | 399 | 18.0% | $9.82万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $64.18万 | 0.45% | 28,639 | 16,491 | 135.8% | $36.96万 | 加仓 |
| T | AT&T INC | $63.81万 | 0.45% | 30,824 | -4,413 | -12.5% | -$9.13万 | 减仓 |
| IEF | ISHARES TR | $63.03万 | 0.44% | 6,665 | -2,492 | -27.2% | -$23.57万 | 减仓 |
| URNM | SPROTT FDS TR | $61.44万 | 0.43% | 11,682 | -413 | -3.4% | -$2.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $60.34万 | 0.42% | 920 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $60.28万 | 0.42% | 878 | 186 | 26.9% | $12.77万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $58.86万 | 0.41% | 20,069 | -1,016 | -4.8% | -$2.98万 | 减仓 |
| SHOP | SHOPIFY INC | $57.66万 | 0.40% | 5,050 | 5,050 | — | $57.66万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $57.25万 | 0.40% | 814 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $56.71万 | 0.40% | 3,575 | 50 | 1.4% | $7,931 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $56.71万 | 0.40% | 5,655 | 5,655 | — | $56.71万 | 新建仓 |
| BLK | BLACKROCK INC | $56.25万 | 0.40% | 585 | -6 | -1.0% | -$5,769 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.78万 | 0.39% | 6,147 | -126 | -2.0% | -$1.14万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $55.37万 | 0.39% | 2,989 | 84 | 2.9% | $1.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.91万 | 0.39% | 9,530 | 2,259 | 31.1% | $13.02万 | 加仓 |
| NFLX | NETFLIX INC. | $54.19万 | 0.38% | 7,589 | 1,103 | 17.0% | $7.88万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $53.92万 | 0.38% | 10,734 | -1,485 | -12.2% | -$7.46万 | 减仓 |
| IOT | SAMSARA INC | $53.17万 | 0.37% | 16,395 | 9,021 | 122.3% | $29.26万 | 加仓 |
| TMUS | T-MOBILE US INC | $52.78万 | 0.37% | 3,147 | -143 | -4.3% | -$2.40万 | 减仓 |
| PAYX | PAYCHEX INC | $50.92万 | 0.36% | 5,178 | -286 | -5.2% | -$2.81万 | 减仓 |
| IWM | ISHARES TR | $50.81万 | 0.36% | 1,691 | -20 | -1.2% | -$6,009 | 减仓 |
| GH | GUARDANT HEALTH INC | $50.76万 | 0.36% | 3,383 | 408 | 13.7% | $6.12万 | 加仓 |
| RDDT | REDDIT INC | $49.04万 | 0.34% | 2,825 | 2,825 | — | $49.04万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $49.02万 | 0.34% | 10,775 | -1,805 | -14.3% | -$8.21万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $48.91万 | 0.34% | 52,091 | 9,681 | 22.8% | $9.09万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $48.88万 | 0.34% | 2,993 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $48.78万 | 0.34% | 63,592 | 2,684 | 4.4% | $2.06万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.68万 | 0.34% | 10,400 | -5,505 | -34.6% | -$25.77万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $47.65万 | 0.33% | 2,071 | -74 | -3.4% | -$1.70万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $46.71万 | 0.33% | 13,449 | 5,957 | 79.5% | $20.69万 | 加仓 |
| NEM | NEWMONT CORP | $46.23万 | 0.32% | 4,950 | -200 | -3.9% | -$1.87万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $46.12万 | 0.32% | 8,684 | -306 | -3.4% | -$1.63万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $46.00万 | 0.32% | 2,812 | 358 | 14.6% | $5.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $45.83万 | 0.32% | 1,400 | -154 | -9.9% | -$5.04万 | 减仓 |
| XBI | SPDR SERIES TRUST | $45.81万 | 0.32% | 2,895 | -285 | -9.0% | -$4.51万 | 减仓 |
| COR | CENCORA INC | $44.99万 | 0.32% | 1,590 | -150 | -8.6% | -$4.24万 | 减仓 |
| SO | SOUTHERN CO | $44.95万 | 0.32% | 4,696 | -227 | -4.6% | -$2.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.94万 | 0.32% | 2,484 | -2,692 | -52.0% | -$48.70万 | 减仓 |
| HACK | AMPLIFY ETF TR | $44.75万 | 0.31% | 4,265 | 50 | 1.2% | $5,246 | 加仓 |
| FLR | FLUOR CORP | $44.65万 | 0.31% | 8,523 | -317 | -3.6% | -$1.66万 | 减仓 |
| AVGO | BROADCOM INC | $44.46万 | 0.31% | 1,177 | -90 | -7.1% | -$3.40万 | 减仓 |
| PINS | PINTEREST INC | $44.21万 | 0.31% | 21,022 | 10,375 | 97.4% | $21.82万 | 加仓 |
| NOW | SERVICENOW INC | $43.90万 | 0.31% | 4,422 | 1,944 | 78.5% | $19.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.53万 | 0.31% | 6,109 | -729 | -10.7% | -$5.19万 | 减仓 |