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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $80.04万 | 0.56% | 10,767 | -6,008 | -35.8% | -$44.66万 | 减仓 |
| IJH | ISHARES TR | $81.03万 | 0.57% | 10,509 | -313 | -2.9% | -$2.41万 | 减仓 |
| ROST | ROSS STORES INC | $82.18万 | 0.58% | 3,861 | -1,774 | -31.5% | -$37.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $82.25万 | 0.58% | 5,609 | 633 | 12.7% | $9.28万 | 加仓 |
| SYK | STRYKER CORPORATION | $84.85万 | 0.60% | 2,695 | -225 | -7.7% | -$7.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.01万 | 0.63% | 21,023 | -1,399 | -6.2% | -$5.92万 | 减仓 |
| MDB | MONGODB INC | $91.80万 | 0.64% | 2,733 | 1,301 | 90.9% | $43.70万 | 加仓 |
| META | META PLATFORMS INC | $92.21万 | 0.65% | 1,637 | -1 | -0.1% | -$563 | 减仓 |
| BA | BOEING CO | $93.33万 | 0.66% | 4,311 | -718 | -14.3% | -$15.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $94.74万 | 0.67% | 6,925 | -250 | -3.5% | -$3.42万 | 减仓 |
| PKG | PACKAGING CORP AMER | $107.94万 | 0.76% | 4,530 | -240 | -5.0% | -$5.72万 | 减仓 |
| GEV | GE VERNOVA INC | $108.67万 | 0.76% | 925 | -629 | -40.5% | -$73.90万 | 减仓 |
| GE | GE AEROSPACE | $116.94万 | 0.82% | 3,129 | -1,736 | -35.7% | -$64.88万 | 减仓 |
| BX | BLACKSTONE INC | $117.65万 | 0.83% | 9,998 | 41 | 0.4% | $4,825 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $120.89万 | 0.85% | 5,266 | -209 | -3.8% | -$4.80万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $124.08万 | 0.87% | 3,706 | -144 | -3.7% | -$4.82万 | 减仓 |
| CRH | CRH PLC | $128.13万 | 0.90% | 11,975 | -7,489 | -38.5% | -$80.13万 | 减仓 |
| C | CITIGROUP INC | $149.25万 | 1.05% | 10,664 | -2,736 | -20.4% | -$38.29万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $156.21万 | 1.10% | 25,621 | 10,070 | 64.8% | $61.40万 | 加仓 |
| INTC | INTEL CORP | $158.63万 | 1.11% | 11,361 | -533 | -4.5% | -$7.44万 | 减仓 |
| CSCO | CISCO SYS INC | $159.83万 | 1.12% | 13,607 | -2,348 | -14.7% | -$27.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $160.94万 | 1.13% | 2,186 | -128 | -5.5% | -$9.42万 | 减仓 |
| ABBV | ABBVIE INC | $165.10万 | 1.16% | 6,561 | 1,007 | 18.1% | $25.34万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $165.18万 | 1.16% | 8,670 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $168.42万 | 1.18% | 5,564 | -257 | -4.4% | -$7.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.15万 | 1.19% | 7,950 | -876 | -9.9% | -$18.64万 | 减仓 |
| — | EXXON MOBIL CORP | $178.98万 | 1.26% | 13,091 | -384 | -2.8% | -$5.25万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $209.50万 | 1.47% | 3,280 | -140 | -4.1% | -$8.94万 | 减仓 |
| CAT | CATERPILLAR INC | $236.51万 | 1.66% | 2,221 | -162 | -6.8% | -$17.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $244.15万 | 1.71% | 12,202 | -1,018 | -7.7% | -$20.37万 | 减仓 |
| GOOGL | ALPHABET INC | $244.33万 | 1.72% | 6,837 | -4,911 | -41.8% | -$175.50万 | 减仓 |
| AMZN | AMAZON COM INC | $252.21万 | 1.77% | 10,582 | -4,976 | -32.0% | -$118.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $252.46万 | 1.77% | 4,346 | 29 | 0.7% | $1.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $253.80万 | 1.78% | 5,072 | -500 | -9.0% | -$25.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $262.24万 | 1.84% | 7,030 | -2,080 | -22.8% | -$77.59万 | 减仓 |
| URI | UNITED RENTALS INC | $267.36万 | 1.88% | 2,360 | -563 | -19.3% | -$63.78万 | 减仓 |
| CCJ | CAMECO CORP | $275.72万 | 1.94% | 27,069 | -3,141 | -10.4% | -$31.99万 | 减仓 |
| GOOG | ALPHABET INC | $286.69万 | 2.01% | 8,114 | -42 | -0.5% | -$1.48万 | 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 |
| AAPL | APPLE INC | $994.39万 | 6.98% | 34,365 | -3,067 | -8.2% | -$88.75万 | 减仓 |