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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $29.79万 | 0.21% | 15,580 | 0 | 0.0% | — | 不变 |
| — | REDWOOD TRUST INC | $30.14万 | 0.21% | 300,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $30.79万 | 0.22% | 873 | 99 | 12.8% | $3.49万 | 加仓 |
| UNP | UNION PAC CORP | $30.82万 | 0.22% | 1,133 | 200 | 21.4% | $5.44万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.94万 | 0.22% | 13,050 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.21万 | 0.22% | 409 | 409 | — | $31.21万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.24万 | 0.22% | 501 | 145 | 40.7% | $9.04万 | 加仓 |
| ORCL | ORACLE CORP | $32.39万 | 0.23% | 2,210 | -50 | -2.2% | -$7,328 | 减仓 |
| FLTR | VANECK ETF TRUST | $33.29万 | 0.23% | 13,000 | -3,750 | -22.4% | -$9.60万 | 减仓 |
| SGOV | ISHARES TR | $33.39万 | 0.23% | 3,317 | 1,167 | 54.3% | $11.75万 | 加仓 |
| IRM | IRON MTN INC DEL | $33.47万 | 0.24% | 2,650 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $33.51万 | 0.24% | 624 | 202 | 47.9% | $10.85万 | 加仓 |
| DDOG | DATADOG INC | $33.74万 | 0.24% | 1,296 | 1,296 | — | $33.74万 | 新建仓 |
| TWLO | TWILIO INC | $33.90万 | 0.24% | 1,643 | 1,643 | — | $33.90万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.13万 | 0.24% | 2,885 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $34.16万 | 0.24% | 5,072 | 1,163 | 29.8% | $7.83万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $34.36万 | 0.24% | 5,775 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $34.98万 | 0.25% | 4,471 | -1,119 | -20.0% | -$8.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $35.86万 | 0.25% | 4,970 | 820 | 19.8% | $5.92万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $36.26万 | 0.25% | 11,077 | 1,080 | 10.8% | $3.53万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.66万 | 0.26% | 1,682 | -20 | -1.2% | -$4,359 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $37.06万 | 0.26% | 5,893 | -2,401 | -28.9% | -$15.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.10万 | 0.26% | 3,180 | 705 | 28.5% | $8.23万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.40万 | 0.26% | 746 | -1,363 | -64.6% | -$68.34万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $37.56万 | 0.26% | 670 | 670 | — | $37.56万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $38.25万 | 0.27% | 9,796 | -484 | -4.7% | -$1.89万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $39.26万 | 0.28% | 2,233 | 1,136 | 103.6% | $19.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.69万 | 0.29% | 1,602 | 29 | 1.8% | $7,365 | 加仓 |
| CVX | CHEVRON CORPORATION | $40.94万 | 0.29% | 2,470 | -3,480 | -58.5% | -$57.68万 | 减仓 |
| UUUU | ENERGY FUELS INC | $41.07万 | 0.29% | 28,324 | -2,366 | -7.7% | -$3.43万 | 减仓 |
| NRG | NRG ENERGY INC | $41.55万 | 0.29% | 2,845 | -150 | -5.0% | -$2.19万 | 减仓 |
| IVV | ISHARES TR | $41.56万 | 0.29% | 555 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.62万 | 0.29% | 1,759 | -53 | -2.9% | -$1.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.97万 | 0.29% | 415 | -46 | -10.0% | -$4.65万 | 减仓 |
| EQT | EQT CORP | $42.12万 | 0.30% | 7,922 | -423 | -5.1% | -$2.25万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $42.17万 | 0.30% | 10,410 | 10,410 | — | $42.17万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $42.56万 | 0.30% | 5,385 | 226 | 4.4% | $1.79万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.65万 | 0.30% | 13,449 | 4,397 | 48.6% | $13.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.01万 | 0.30% | 4,900 | 4,900 | — | $43.01万 | 新建仓 |
| IJR | ISHARES TR | $43.20万 | 0.30% | 2,913 | -118 | -3.9% | -$1.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.53万 | 0.31% | 6,109 | -729 | -10.7% | -$5.19万 | 减仓 |
| NOW | SERVICENOW INC | $43.90万 | 0.31% | 4,422 | 1,944 | 78.5% | $19.30万 | 加仓 |
| PINS | PINTEREST INC | $44.21万 | 0.31% | 21,022 | 10,375 | 97.4% | $21.82万 | 加仓 |
| AVGO | BROADCOM INC | $44.46万 | 0.31% | 1,177 | -90 | -7.1% | -$3.40万 | 减仓 |
| FLR | FLUOR CORP | $44.65万 | 0.31% | 8,523 | -317 | -3.6% | -$1.66万 | 减仓 |
| HACK | AMPLIFY ETF TR | $44.75万 | 0.31% | 4,265 | 50 | 1.2% | $5,246 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.94万 | 0.32% | 2,484 | -2,692 | -52.0% | -$48.70万 | 减仓 |
| SO | SOUTHERN CO | $44.95万 | 0.32% | 4,696 | -227 | -4.6% | -$2.17万 | 减仓 |
| COR | CENCORA INC | $44.99万 | 0.32% | 1,590 | -150 | -8.6% | -$4.24万 | 减仓 |
| XBI | SPDR SERIES TRUST | $45.81万 | 0.32% | 2,895 | -285 | -9.0% | -$4.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.83万 | 0.32% | 1,400 | -154 | -9.9% | -$5.04万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $46.00万 | 0.32% | 2,812 | 358 | 14.6% | $5.86万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $46.12万 | 0.32% | 8,684 | -306 | -3.4% | -$1.63万 | 减仓 |
| NEM | NEWMONT CORP | $46.23万 | 0.32% | 4,950 | -200 | -3.9% | -$1.87万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $46.71万 | 0.33% | 13,449 | 5,957 | 79.5% | $20.69万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $47.65万 | 0.33% | 2,071 | -74 | -3.4% | -$1.70万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.68万 | 0.34% | 10,400 | -5,505 | -34.6% | -$25.77万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $48.78万 | 0.34% | 63,592 | 2,684 | 4.4% | $2.06万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $48.88万 | 0.34% | 2,993 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $48.91万 | 0.34% | 52,091 | 9,681 | 22.8% | $9.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $49.02万 | 0.34% | 10,775 | -1,805 | -14.3% | -$8.21万 | 减仓 |
| RDDT | REDDIT INC | $49.04万 | 0.34% | 2,825 | 2,825 | — | $49.04万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $50.76万 | 0.36% | 3,383 | 408 | 13.7% | $6.12万 | 加仓 |
| IWM | ISHARES TR | $50.81万 | 0.36% | 1,691 | -20 | -1.2% | -$6,009 | 减仓 |
| PAYX | PAYCHEX INC | $50.92万 | 0.36% | 5,178 | -286 | -5.2% | -$2.81万 | 减仓 |
| TMUS | T-MOBILE US INC | $52.78万 | 0.37% | 3,147 | -143 | -4.3% | -$2.40万 | 减仓 |
| IOT | SAMSARA INC | $53.17万 | 0.37% | 16,395 | 9,021 | 122.3% | $29.26万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $53.92万 | 0.38% | 10,734 | -1,485 | -12.2% | -$7.46万 | 减仓 |
| NFLX | NETFLIX INC. | $54.19万 | 0.38% | 7,589 | 1,103 | 17.0% | $7.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.91万 | 0.39% | 9,530 | 2,259 | 31.1% | $13.02万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $55.37万 | 0.39% | 2,989 | 84 | 2.9% | $1.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $55.78万 | 0.39% | 6,147 | -126 | -2.0% | -$1.14万 | 减仓 |
| BLK | BLACKROCK INC | $56.25万 | 0.40% | 585 | -6 | -1.0% | -$5,769 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $56.71万 | 0.40% | 5,655 | 5,655 | — | $56.71万 | 新建仓 |
| VST | VISTRA CORP | $56.71万 | 0.40% | 3,575 | 50 | 1.4% | $7,931 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $57.25万 | 0.40% | 814 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $57.66万 | 0.40% | 5,050 | 5,050 | — | $57.66万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $58.86万 | 0.41% | 20,069 | -1,016 | -4.8% | -$2.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.28万 | 0.42% | 878 | 186 | 26.9% | $12.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $60.34万 | 0.42% | 920 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $61.44万 | 0.43% | 11,682 | -413 | -3.4% | -$2.17万 | 减仓 |
| IEF | ISHARES TR | $63.03万 | 0.44% | 6,665 | -2,492 | -27.2% | -$23.57万 | 减仓 |
| T | AT&T INC | $63.81万 | 0.45% | 30,824 | -4,413 | -12.5% | -$9.13万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $64.18万 | 0.45% | 28,639 | 16,491 | 135.8% | $36.96万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.30万 | 0.45% | 2,612 | 399 | 18.0% | $9.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.31万 | 0.47% | 1,792 | -98 | -5.2% | -$3.63万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.34万 | 0.47% | 8,027 | -1,347 | -14.4% | -$11.13万 | 减仓 |
| SNOW | SNOWFLAKE INC | $66.45万 | 0.47% | 2,611 | 882 | 51.0% | $22.45万 | 加仓 |
| IWO | ISHARES TR | $67.97万 | 0.48% | 1,725 | 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 |
| NXPI | NXP SEMICONDUCTORS N V | $71.30万 | 0.50% | 2,537 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $71.86万 | 0.50% | 9,540 | -350 | -3.5% | -$2.64万 | 减仓 |
| CLS | CELESTICA INC | $72.38万 | 0.51% | 1,985 | -90 | -4.3% | -$3.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.60万 | 0.52% | 787 | -587 | -42.7% | -$54.89万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $73.97万 | 0.52% | 6,881 | 2,340 | 51.5% | $25.15万 | 加仓 |
| — | WELLS FARGO & CO | $77.98万 | 0.55% | 674 | -57 | -7.8% | -$6.59万 | 减仓 |
| CTRE | CARETRUST REIT INC | $78.74万 | 0.55% | 19,514 | -1,158 | -5.6% | -$4.67万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $79.01万 | 0.55% | 7,320 | -266 | -3.5% | -$2.87万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $79.25万 | 0.56% | 9,509 | -81 | -0.8% | -$6,751 | 减仓 |
| LLY | ELI LILLY & CO | $79.52万 | 0.56% | 663 | 4 | 0.6% | $4,798 | 加仓 |