Seelaus Asset Management LLC
CHATHAM NJ · SEC CIK 0001705655
$1.39亿2026Q1 申报市值
203持仓数
28.6%前十大占比 · 第一大 6.9%
38 / 10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
SPY 加仓+$130.01万
AAPL 加仓+$92.58万
IEF 新建仓+$87.39万
VZ 加仓+$86.67万
NFLX 新建仓+$62.36万
2026Q1 卖出最多 按季末市值估算
WDC 减仓-$93.72万
TWO HARBORS INVE 清仓-$88.38万
FIS 清仓-$33.16万
GOOGL 减仓-$32.93万
RTX 重新持有-$30.38万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $37.68万 | 0.27% | 3,031 | 414 | 15.8% | $5.15万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $37.78万 | 0.27% | 10,280 | -65 | -0.6% | -$2,389 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $38.45万 | 0.28% | 1,573 | 542 | 52.6% | $13.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.97万 | 0.28% | 1,812 | 226 | 14.2% | $4.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.00万 | 0.28% | 461 | 125 | 37.2% | $10.57万 | 加仓 |
| AVGO | BROADCOM INC | $39.21万 | 0.28% | 1,267 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $39.58万 | 0.29% | 1,244 | 1,244 | — | $39.58万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $40.20万 | 0.29% | 42,410 | 2,855 | 7.2% | $2.71万 | 加仓 |
| XBI | SPDR SERIES TRUST | $40.62万 | 0.29% | 3,180 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.90万 | 0.29% | 5,159 | -798 | -13.4% | -$6.33万 | 减仓 |
| APTV | APTIV PLC | $41.14万 | 0.30% | 5,925 | 2,485 | 72.2% | $17.26万 | 加仓 |
| FLR | FLUOR CORP NEW | $41.24万 | 0.30% | 8,840 | 50 | 0.6% | $2,332 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.36万 | 0.30% | 692 | 137 | 24.7% | $8.19万 | 加仓 |
| MSTR | STRATEGY INC | $41.62万 | 0.30% | 3,335 | 3,335 | — | $41.62万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW | $42.35万 | 0.31% | 2,454 | 110 | 4.7% | $1.90万 | 加仓 |
| IWM | ISHARES TR | $42.43万 | 0.31% | 1,711 | 250 | 17.1% | $6.20万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $42.61万 | 0.31% | 1,526 | 35 | 2.3% | $9,774 | 加仓 |
| FLTR | VANECK ETF TRUST | $42.68万 | 0.31% | 16,750 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $43.77万 | 0.32% | 2,995 | 2,995 | — | $43.77万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.82万 | 0.32% | 6,838 | 2,307 | 50.9% | $14.78万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $43.91万 | 0.32% | 7,891 | 175 | 2.3% | $9,739 | 加仓 |
| RRC | RANGE RES CORP | $44.03万 | 0.32% | 9,745 | 250 | 2.6% | $1.13万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.10万 | 0.32% | 7,271 | 193 | 2.7% | $1.17万 | 加仓 |
| LIN | LINDE PLC | $44.27万 | 0.32% | 893 | 405 | 83.0% | $20.08万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $44.67万 | 0.32% | 4,541 | 201 | 4.6% | $1.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $45.71万 | 0.33% | 1,554 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $45.80万 | 0.33% | 60,908 | -8,685 | -12.5% | -$6.53万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.05万 | 0.33% | 2,213 | 953 | 75.6% | $19.83万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $46.54万 | 0.34% | 2,145 | 135 | 6.7% | $2.93万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $46.98万 | 0.34% | 2,905 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $47.52万 | 0.34% | 4,923 | 115 | 2.4% | $1.11万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $48.01万 | 0.35% | 21,085 | 10,370 | 96.8% | $23.61万 | 加仓 |
| MDT | MEDTRONIC PLC | $48.44万 | 0.35% | 5,590 | 250 | 4.7% | $2.17万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $48.75万 | 0.35% | 8,294 | 2,476 | 42.6% | $14.55万 | 加仓 |
| ETSY | ETSY INC | $49.43万 | 0.36% | 9,890 | 9,890 | — | $49.43万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $49.94万 | 0.36% | 2,537 | 155 | 6.5% | $3.05万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $50.20万 | 0.36% | 814 | -125 | -13.3% | -$7.71万 | 减仓 |
| PAYX | PAYCHEX INC | $50.33万 | 0.36% | 5,464 | 107 | 2.0% | $9,857 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $51.39万 | 0.37% | 4,345 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $52.49万 | 0.38% | 11,894 | -60 | -0.5% | -$2,648 | 减仓 |
| VST | VISTRA CORP | $52.99万 | 0.38% | 3,525 | 200 | 6.0% | $3.01万 | 加仓 |
| EQT | EQT CORP | $53.11万 | 0.38% | 8,345 | 125 | 1.5% | $7,955 | 加仓 |
| IWO | ISHARES TR | $54.15万 | 0.39% | 1,725 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $54.66万 | 0.39% | 1,740 | 63 | 3.8% | $1.98万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $54.93万 | 0.40% | 2,508 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $55.07万 | 0.40% | 8,990 | 562 | 6.7% | $3.44万 | 加仓 |
| NEM | NEWMONT CORP | $55.75万 | 0.40% | 5,150 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $56.01万 | 0.40% | 30,690 | -100 | -0.3% | -$1,825 | 减仓 |
| LLY | ELI LILLY & CO | $56.56万 | 0.41% | 659 | 226 | 52.2% | $19.40万 | 加仓 |
| BLK | BLACKROCK INC | $56.84万 | 0.41% | 591 | 4 | 0.7% | $3,847 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $57.39万 | 0.41% | 12,580 | 585 | 4.9% | $2.67万 | 加仓 |
| LOW | LOWES COS INC | $57.79万 | 0.42% | 2,446 | -81 | -3.2% | -$1.91万 | 减仓 |
| CLS | CELESTICA INC | $58.58万 | 0.42% | 2,075 | 2,075 | — | $58.58万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $60.63万 | 0.44% | 1,890 | 2 | 0.1% | $642 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $61.03万 | 0.44% | 12,219 | 12,219 | — | $61.03万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $62.11万 | 0.45% | 3,180 | -200 | -5.9% | -$3.91万 | 减仓 |
| NFLX | NETFLIX INC | $62.36万 | 0.45% | 6,486 | 6,486 | — | $62.36万 | 新建仓 |
| ABT | ABBOTT LABS | $64.40万 | 0.46% | 6,273 | 125 | 2.0% | $1.28万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $67.41万 | 0.49% | 9,590 | -100 | -1.0% | -$7,029 | 减仓 |
| TMUS | T-MOBILE US INC | $69.10万 | 0.50% | 3,290 | 45 | 1.4% | $9,451 | 加仓 |
| GLW | CORNING INC | $69.88万 | 0.50% | 5,139 | -1,829 | -26.2% | -$24.87万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $71.87万 | 0.52% | 4,976 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $73.08万 | 0.53% | 10,822 | -473 | -4.2% | -$3.19万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $74.10万 | 0.53% | 7,586 | 392 | 5.4% | $3.83万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $74.67万 | 0.54% | 15,905 | 454 | 2.9% | $2.13万 | 加仓 |
| PWR | QUANTA SVCS INC | $74.94万 | 0.54% | 1,365 | -155 | -10.2% | -$8.51万 | 减仓 |
| CTRE | CARETRUST REIT INC | $75.76万 | 0.55% | 20,672 | 1,015 | 5.2% | $3.72万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $76.02万 | 0.55% | 3,637 | 700 | 23.8% | $14.63万 | 加仓 |
| URNM | SPROTT FDS TR | $76.38万 | 0.55% | 12,095 | 110 | 0.9% | $6,946 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $77.57万 | 0.56% | 9,374 | 69 | 0.7% | $5,710 | 加仓 |
| BE | BLOOM ENERGY CORP | $78.87万 | 0.57% | 5,821 | -75 | -1.3% | -$1.02万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $83.18万 | 0.60% | 15,551 | 1,000 | 6.9% | $5.35万 | 加仓 |
| — | WELLS FARGO CO NEW | $84.43万 | 0.61% | 731 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $85.58万 | 0.62% | 5,176 | 800 | 18.3% | $13.23万 | 加仓 |
| IEF | ISHARES TR | $87.39万 | 0.63% | 9,157 | 9,157 | — | $87.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $87.82万 | 0.63% | 4,317 | 690 | 19.0% | $14.04万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $92.51万 | 0.67% | 3,420 | -3,465 | -50.3% | -$93.72万 | 减仓 |
| META | META PLATFORMS INC | $93.71万 | 0.68% | 1,638 | 100 | 6.5% | $5.72万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $94.05万 | 0.68% | 7,175 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $94.84万 | 0.68% | 1,303 | -322 | -19.8% | -$23.44万 | 减仓 |
| GDX | VANECK ETF TRUST | $95.41万 | 0.69% | 10,397 | -1,775 | -14.6% | -$16.29万 | 减仓 |
| SYK | STRYKER CORPORATION | $95.95万 | 0.69% | 2,920 | -10 | -0.3% | -$3,286 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $96.47万 | 0.70% | 3,850 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $100.10万 | 0.72% | 5,029 | 1,585 | 46.0% | $31.55万 | 加仓 |
| PKG | PACKAGING CORP AMER | $101.23万 | 0.73% | 4,770 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $102.15万 | 0.74% | 35,237 | 550 | 1.6% | $1.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $103.66万 | 0.75% | 2,109 | 392 | 22.8% | $19.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $112.56万 | 0.81% | 22,422 | 17,265 | 334.8% | $86.67万 | 加仓 |
| BX | BLACKSTONE INC | $114.49万 | 0.83% | 9,957 | -799 | -7.4% | -$9.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $115.22万 | 0.83% | 8,670 | -100 | -1.1% | -$1.33万 | 减仓 |
| CVX | CHEVRON CORP NEW | $117.65万 | 0.85% | 5,950 | 950 | 19.0% | $18.78万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $118.58万 | 0.86% | 5,475 | -28 | -0.5% | -$6,064 | 减仓 |
| ABBV | ABBVIE INC | $120.79万 | 0.87% | 5,554 | 547 | 10.9% | $11.90万 | 加仓 |
| ROST | ROSS STORES INC | $122.07万 | 0.88% | 5,635 | -871 | -13.4% | -$18.87万 | 减仓 |
| WMB | WILLIAMS COS INC | $122.09万 | 0.88% | 16,775 | -275 | -1.6% | -$2.00万 | 减仓 |
| CSCO | CISCO SYS INC | $123.79万 | 0.89% | 15,955 | 1,750 | 12.3% | $13.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $129.83万 | 0.94% | 2,314 | 322 | 16.2% | $18.07万 | 加仓 |
| GEV | GE VERNOVA INC | $135.65万 | 0.98% | 1,554 | -10 | -0.6% | -$8,729 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $136.87万 | 0.99% | 1,374 | 7 | 0.5% | $6,973 | 加仓 |
| GE | GE AEROSPACE | $138.05万 | 1.00% | 4,865 | -400 | -7.6% | -$11.35万 | 减仓 |