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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -3,180 | -100.0% | -$62.11万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -2,446 | -100.0% | -$57.79万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -2,508 | -100.0% | -$54.93万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -4,345 | -100.0% | -$51.39万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -893 | -100.0% | -$44.27万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -9,745 | -100.0% | -$44.03万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -7,891 | -100.0% | -$43.91万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,526 | -100.0% | -$42.61万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -5,925 | -100.0% | -$41.14万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -4,076 | -100.0% | -$34.12万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,660 | -100.0% | -$32.92万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,942 | -100.0% | -$30.53万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$29.48万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -656 | -100.0% | -$28.47万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,139 | -100.0% | -$28.23万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,327 | -100.0% | -$28.00万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,394 | -100.0% | -$26.63万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -19,150 | -100.0% | -$26.39万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,039 | -100.0% | -$26.26万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,525 | -100.0% | -$25.27万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -859 | -100.0% | -$24.97万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,790 | -100.0% | -$23.04万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -6,160 | -100.0% | -$22.29万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -19,650 | -100.0% | -$22.07万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -2,483 | -100.0% | -$21.81万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.08万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -745 | -100.0% | -$21.04万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,540 | -100.0% | -$20.91万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -6,102 | -100.0% | -$20.83万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -5,300 | -100.0% | -$20.60万 | 清仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | 0.00% | 0 | -12,735 | -100.0% | -$20.59万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,171 | -100.0% | -$20.40万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$20.22万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -14,735 | -100.0% | -$17.76万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -15,854 | -100.0% | -$12.00万 | 清仓 |
| — | GOLDMINING INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.19万 | 清仓 |
| — | CYTOSORBENTS CORP | $6,096 | 0.00% | 16,300 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $1.60万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $3.85万 | 0.03% | 29,857 | -1,083 | -3.5% | -$1,397 | 减仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $11.48万 | 0.08% | 10,796 | 10,796 | — | $11.48万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $12.49万 | 0.09% | 23,700 | -650 | -2.7% | -$3,426 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $14.15万 | 0.10% | 11,300 | -750 | -6.2% | -$9,390 | 减仓 |
| — | NUVEEN NY DIVI ADV | $14.85万 | 0.10% | 12,660 | 229 | 1.8% | $2,686 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $15.89万 | 0.11% | 30,507 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $15.97万 | 0.11% | 24,500 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $19.69万 | 0.14% | 10,981 | 10,981 | — | $19.69万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $20.16万 | 0.14% | 6,540 | 6,540 | — | $20.16万 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $20.23万 | 0.14% | 5,114 | -1 | -0.0% | -$40 | 减仓 |
| RTX | RTX CORPORATION | $20.26万 | 0.14% | 1,068 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.43万 | 0.14% | 800 | -4,339 | -84.4% | -$110.83万 | 减仓 |
| PWR | QUANTA SVCS INC | $20.52万 | 0.14% | 285 | -1,080 | -79.1% | -$77.76万 | 减仓 |
| FIG | FIGMA INC | $20.68万 | 0.15% | 11,429 | 11,429 | — | $20.68万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $21.15万 | 0.15% | 1,120 | 1,120 | — | $21.15万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.34万 | 0.15% | 1,820 | 0 | 0.0% | — | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $21.35万 | 0.15% | 185 | 185 | — | $21.35万 | 新建仓 |
| HUBS | HUBSPOT INC | $21.68万 | 0.15% | 1,188 | 1,188 | — | $21.68万 | 新建仓 |
| — | LISTED FDS TR | $21.74万 | 0.15% | 3,750 | 3,750 | — | $21.74万 | 新建仓 |
| DLO | DLOCAL LTD | $21.78万 | 0.15% | 16,764 | 3,191 | 23.5% | $4.15万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $21.81万 | 0.15% | 1,082 | -2,555 | -70.3% | -$51.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.93万 | 0.15% | 1,388 | 27 | 2.0% | $4,267 | 加仓 |
| CAVA | CAVA GROUP INC | $22.45万 | 0.16% | 2,860 | 2,860 | — | $22.45万 | 新建仓 |
| ALAB | ASTERA LABS INC | $22.46万 | 0.16% | 465 | 465 | — | $22.46万 | 新建仓 |
| BTG | B2GOLD CORP | $22.62万 | 0.16% | 60,308 | -2,867 | -4.5% | -$1.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.75万 | 0.16% | 841 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $22.84万 | 0.16% | 1,143 | 1,143 | — | $22.84万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.00万 | 0.16% | 6,764 | 6,764 | — | $23.00万 | 新建仓 |
| KO | COCA COLA CO | $23.16万 | 0.16% | 2,850 | -150 | -5.0% | -$1.22万 | 减仓 |
| DIS | DISNEY WALT CO | $23.32万 | 0.16% | 2,423 | 2,423 | — | $23.32万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.87万 | 0.17% | 700 | 700 | — | $23.87万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.91万 | 0.17% | 6,505 | 47 | 0.7% | $1,728 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $24.03万 | 0.17% | 3,085 | 35 | 1.1% | $2,727 | 加仓 |
| VGT | VANGUARD WORLD FD | $24.05万 | 0.17% | 2,012 | 2,012 | — | $24.05万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $24.08万 | 0.17% | 303 | -1,000 | -76.7% | -$79.48万 | 减仓 |
| PPG | PPG INDS INC | $24.32万 | 0.17% | 2,005 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $24.80万 | 0.17% | 4,912 | -1,850 | -27.4% | -$9.34万 | 减仓 |
| PFE | PFIZER INC | $24.91万 | 0.17% | 10,345 | -1,125 | -9.8% | -$2.71万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $24.95万 | 0.18% | 3,059 | 3,059 | — | $24.95万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $24.99万 | 0.18% | 5,093 | -385 | -7.0% | -$1.89万 | 减仓 |
| SM | SM ENERGY COMPANY | $25.69万 | 0.18% | 9,843 | -188 | -1.9% | -$4,907 | 减仓 |
| XMTR | XOMETRY INC | $25.95万 | 0.18% | 2,689 | 2,689 | — | $25.95万 | 新建仓 |
| ABNB | AIRBNB INC | $26.56万 | 0.19% | 1,856 | 1,856 | — | $26.56万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $26.57万 | 0.19% | 669 | -575 | -46.2% | -$22.84万 | 减仓 |
| TJX | TJX COS INC NEW | $26.62万 | 0.19% | 1,757 | -75 | -4.1% | -$1.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.81万 | 0.19% | 900 | 900 | — | $26.81万 | 新建仓 |
| MSTR | STRATEGY INC | $27.04万 | 0.19% | 3,110 | -225 | -6.7% | -$1.96万 | 减仓 |
| PFF | ISHARES TR | $27.18万 | 0.19% | 8,914 | -667 | -7.0% | -$2.03万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $27.26万 | 0.19% | 3,014 | 3,014 | — | $27.26万 | 新建仓 |
| SYY | SYSCO CORP | $27.29万 | 0.19% | 3,265 | -1,176 | -26.5% | -$9.83万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.32万 | 0.19% | 4,445 | -200 | -4.3% | -$1.23万 | 减仓 |
| VG | VENTURE GLOBAL INC | $27.34万 | 0.19% | 24,560 | 24,560 | — | $27.34万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $27.88万 | 0.20% | 1,251 | 49 | 4.1% | $1.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.89万 | 0.20% | 4,938 | -562 | -10.2% | -$3.17万 | 减仓 |
| IVES | WEDBUSH SER TR | $28.06万 | 0.20% | 7,365 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $28.20万 | 0.20% | 2,018 | 2,018 | — | $28.20万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $28.29万 | 0.20% | 4,172 | -143 | -3.3% | -$9,695 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $28.44万 | 0.20% | 10,778 | -500 | -4.4% | -$1.32万 | 减仓 |
| VEEV | VEEVA SYS INC | $28.87万 | 0.20% | 1,627 | 1,627 | — | $28.87万 | 新建仓 |
| KVYO | KLAVIYO INC | $29.15万 | 0.20% | 19,302 | 19,302 | — | $29.15万 | 新建仓 |
| ZS | ZSCALER INC | $29.23万 | 0.21% | 2,071 | 2,071 | — | $29.23万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $29.76万 | 0.21% | 3,386 | 3,386 | — | $29.76万 | 新建仓 |