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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $151.97万 | 1.10% | 13,400 | 930 | 7.5% | $10.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $166.36万 | 1.20% | 8,826 | 1,181 | 15.4% | $22.26万 | 加仓 |
| CAT | CATERPILLAR INC | $168.83万 | 1.22% | 2,383 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $204.61万 | 1.48% | 19,464 | -30 | -0.2% | -$3,154 | 减仓 |
| URI | UNITED RENTALS INC | $212.96万 | 1.54% | 2,923 | -205 | -6.6% | -$14.94万 | 减仓 |
| — | EXXON MOBIL CORP | $228.62万 | 1.65% | 13,475 | 740 | 5.8% | $12.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $230.56万 | 1.66% | 13,220 | 1,520 | 13.0% | $26.51万 | 加仓 |
| GOOG | ALPHABET INC | $233.96万 | 1.69% | 8,156 | -240 | -2.9% | -$6.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $267.01万 | 1.93% | 5,572 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $324.03万 | 2.34% | 15,558 | -547 | -3.4% | -$11.39万 | 减仓 |
| CCJ | CAMECO CORP | $328.11万 | 2.37% | 30,210 | -2,580 | -7.9% | -$28.02万 | 减仓 |
| GOOGL | ALPHABET INC | $337.83万 | 2.44% | 11,748 | -1,145 | -8.9% | -$32.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $338.36万 | 2.44% | 9,110 | 1,404 | 18.2% | $52.15万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $730.14万 | 5.26% | 11,389 | 2,028 | 21.7% | $130.01万 | 加仓 |
| AAPL | APPLE INC | $949.98万 | 6.85% | 37,432 | 3,648 | 10.8% | $92.58万 | 加仓 |