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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | $42.35万 | 0.31% | 2,454 | 110 | 4.7% | $1.90万 | 加仓 |
| MSTR | STRATEGY INC | $41.62万 | 0.30% | 3,335 | 3,335 | — | $41.62万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $41.36万 | 0.30% | 692 | 137 | 24.7% | $8.19万 | 加仓 |
| FLR | FLUOR CORP NEW | $41.24万 | 0.30% | 8,840 | 50 | 0.6% | $2,332 | 加仓 |
| APTV | APTIV PLC | $41.14万 | 0.30% | 5,925 | 2,485 | 72.2% | $17.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.90万 | 0.29% | 5,159 | -798 | -13.4% | -$6.33万 | 减仓 |
| XBI | SPDR SERIES TRUST | $40.62万 | 0.29% | 3,180 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $40.20万 | 0.29% | 42,410 | 2,855 | 7.2% | $2.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.58万 | 0.29% | 1,244 | 1,244 | — | $39.58万 | 新建仓 |
| AVGO | BROADCOM INC | $39.21万 | 0.28% | 1,267 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $39.00万 | 0.28% | 461 | 125 | 37.2% | $10.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.97万 | 0.28% | 1,812 | 226 | 14.2% | $4.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.45万 | 0.28% | 1,573 | 542 | 52.6% | $13.25万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $37.78万 | 0.27% | 10,280 | -65 | -0.6% | -$2,389 | 减仓 |
| IJR | ISHARES TR | $37.68万 | 0.27% | 3,031 | 414 | 15.8% | $5.15万 | 加仓 |
| IVV | ISHARES TR | $36.25万 | 0.26% | 555 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.20万 | 0.26% | 2,475 | 675 | 37.5% | $9.87万 | 加仓 |
| SMH | VANECK ETF TRUST | $35.27万 | 0.25% | 920 | 75 | 8.9% | $2.88万 | 加仓 |
| MDB | MONGODB INC | $35.05万 | 0.25% | 1,432 | 1,432 | — | $35.05万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $34.53万 | 0.25% | 2,993 | 2,993 | — | $34.53万 | 新建仓 |
| CTVA | CORTEVA INC | $34.12万 | 0.25% | 4,076 | 4,076 | — | $34.12万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $34.06万 | 0.25% | 6,762 | -3,474 | -33.9% | -$17.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.39万 | 0.24% | 1,702 | -25 | -1.4% | -$4,905 | 减仓 |
| ORCL | ORACLE CORP | $33.25万 | 0.24% | 2,260 | 2,260 | — | $33.25万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $32.92万 | 0.24% | 1,660 | 657 | 65.5% | $13.03万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $32.14万 | 0.23% | 2,885 | -1,000 | -25.7% | -$11.14万 | 减仓 |
| PFE | PFIZER INC | $31.79万 | 0.23% | 11,470 | 11,470 | — | $31.79万 | 新建仓 |
| SYY | SYSCO CORP | $31.68万 | 0.23% | 4,441 | 1,782 | 67.0% | $12.71万 | 重新持有 |
| HACK | AMPLIFY ETF TR | $31.65万 | 0.23% | 4,215 | -11 | -0.3% | -$826 | 减仓 |
| SM | SM ENERGY CO | $31.28万 | 0.23% | 10,031 | 10,031 | — | $31.28万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.17万 | 0.22% | 5,500 | 1,700 | 44.7% | $9.64万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.92万 | 0.22% | 13,050 | 0 | 0.0% | — | 不变 |
| USAC | USA COMPRESSION PARTNERS LP | $30.59万 | 0.22% | 11,278 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $30.53万 | 0.22% | 1,942 | 800 | 70.1% | $12.58万 | 加仓 |
| — | REDWOOD TRUST INC | $30.36万 | 0.22% | 300,000 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF NT BUTTERFIELD&SON L | $30.31万 | 0.22% | 5,775 | -500 | -8.0% | -$2.62万 | 减仓 |
| ET | ENERGY TRANSFER L P | $30.07万 | 0.22% | 15,580 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.48万 | 0.21% | 2,450 | 2,450 | — | $29.48万 | 新建仓 |
| TJX | TJX COS INC NEW | $29.26万 | 0.21% | 1,832 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $29.05万 | 0.21% | 9,581 | -543 | -5.4% | -$1.65万 | 减仓 |
| BTG | B2GOLD CORP | $28.61万 | 0.21% | 63,175 | -500 | -0.8% | -$2,265 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.47万 | 0.21% | 656 | 656 | — | $28.47万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.23万 | 0.20% | 2,139 | 2,139 | — | $28.23万 | 新建仓 |
| IGSB | ISHARES TR | $28.00万 | 0.20% | 5,327 | -1,224 | -18.7% | -$6.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.77万 | 0.20% | 9,052 | -1,952 | -17.7% | -$5.99万 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.62万 | 0.20% | 1,202 | 1,202 | — | $27.62万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $27.51万 | 0.20% | 356 | 356 | — | $27.51万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $27.48万 | 0.20% | 2,975 | 2,975 | — | $27.48万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $27.09万 | 0.20% | 5,478 | 156 | 2.9% | $7,716 | 加仓 |
| IRM | IRON MTN INC DEL | $27.07万 | 0.20% | 2,650 | -400 | -13.1% | -$4.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $26.63万 | 0.19% | 5,394 | -521 | -8.8% | -$2.57万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $26.39万 | 0.19% | 19,150 | 300 | 1.6% | $4,134 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $26.32万 | 0.19% | 9,997 | 9,997 | — | $26.32万 | 新建仓 |
| QCOM | QUALCOMM INC | $26.26万 | 0.19% | 2,039 | 150 | 7.9% | $1.93万 | 加仓 |
| SNOW | SNOWFLAKE INC | $26.08万 | 0.19% | 1,729 | 1,729 | — | $26.08万 | 新建仓 |
| NOW | SERVICENOW INC | $25.91万 | 0.19% | 2,478 | -1,757 | -41.5% | -$18.37万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.79万 | 0.19% | 4,645 | -749 | -13.9% | -$4.16万 | 减仓 |
| HD | HOME DEPOT INC | $25.46万 | 0.18% | 774 | -14 | -1.8% | -$4,604 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $25.27万 | 0.18% | 1,525 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $24.97万 | 0.18% | 859 | 859 | — | $24.97万 | 新建仓 |
| DXCM | DEXCOM INC | $24.55万 | 0.18% | 3,909 | 3,909 | — | $24.55万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.44万 | 0.18% | 6,458 | -198 | -3.0% | -$7,492 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $23.92万 | 0.17% | 3,050 | 3,050 | — | $23.92万 | 新建仓 |
| IOT | SAMSARA INC | $23.37万 | 0.17% | 7,374 | 7,374 | — | $23.37万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $23.11万 | 0.17% | 7,492 | 7,492 | — | $23.11万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $23.11万 | 0.17% | 4,315 | -50 | -1.1% | -$2,677 | 减仓 |
| SHY | ISHARES TR | $23.04万 | 0.17% | 2,790 | 261 | 10.3% | $2.16万 | 加仓 |
| KO | COCA COLA CO | $22.82万 | 0.16% | 3,000 | 3,000 | — | $22.82万 | 新建仓 |
| UNP | UNION PAC CORP | $22.64万 | 0.16% | 933 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $22.29万 | 0.16% | 6,160 | 6,160 | — | $22.29万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $22.09万 | 0.16% | 422 | 422 | — | $22.09万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $22.07万 | 0.16% | 19,650 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $21.89万 | 0.16% | 841 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $21.85万 | 0.16% | 5,115 | 149 | 3.0% | $6,365 | 重新持有 |
| DGRW | WISDOMTREE TR | $21.81万 | 0.16% | 2,483 | -793 | -24.2% | -$6.97万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.69万 | 0.16% | 1,097 | 1,097 | — | $21.69万 | 新建仓 |
| SGOV | ISHARES TR | $21.64万 | 0.16% | 2,150 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $21.43万 | 0.15% | 2,005 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $21.08万 | 0.15% | 1,500 | -1,185 | -44.1% | -$16.65万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.04万 | 0.15% | 745 | 745 | — | $21.04万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $20.91万 | 0.15% | 2,540 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $20.89万 | 0.15% | 7,365 | 200 | 2.8% | $5,674 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $20.83万 | 0.15% | 6,102 | 6,102 | — | $20.83万 | 新建仓 |
| RTX | RTX CORPORATION | $20.60万 | 0.15% | 1,068 | -1,575 | -59.6% | -$30.38万 | 重新持有 |
| HESM | HESS MIDSTREAM LP | $20.60万 | 0.15% | 5,300 | 5,300 | — | $20.60万 | 新建仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $20.59万 | 0.15% | 12,735 | 1,360 | 12.0% | $2.20万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $20.40万 | 0.15% | 2,171 | 2,171 | — | $20.40万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.22万 | 0.15% | 1,300 | -550 | -29.7% | -$8.55万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.15万 | 0.15% | 1,361 | -253 | -15.7% | -$3.75万 | 减仓 |
| PINS | PINTEREST INC | $19.53万 | 0.14% | 10,647 | 10,647 | — | $19.53万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $19.04万 | 0.14% | 12,148 | 12,148 | — | $19.04万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $17.76万 | 0.13% | 14,735 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $17.60万 | 0.13% | 13,573 | 13,573 | — | $17.60万 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $14.94万 | 0.11% | 12,050 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $14.48万 | 0.10% | 24,500 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK QLT MUN INC | $13.86万 | 0.10% | 12,431 | 235 | 1.9% | $2,620 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $12.00万 | 0.09% | 15,854 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL INC | $10.18万 | 0.07% | 24,350 | 6,000 | 32.7% | $2.51万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $5.37万 | 0.04% | 30,507 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $4.76万 | 0.03% | 30,940 | -200 | -0.6% | -$308 | 减仓 |