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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $43.20万 | 0.30% | 2,913 | -118 | -3.9% | -$1.75万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.01万 | 0.30% | 4,900 | 4,900 | — | $43.01万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.65万 | 0.30% | 13,449 | 4,397 | 48.6% | $13.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $42.56万 | 0.30% | 5,385 | 226 | 4.4% | $1.79万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $42.17万 | 0.30% | 10,410 | 10,410 | — | $42.17万 | 新建仓 |
| EQT | EQT CORP | $42.12万 | 0.30% | 7,922 | -423 | -5.1% | -$2.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.97万 | 0.29% | 415 | -46 | -10.0% | -$4.65万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.62万 | 0.29% | 1,759 | -53 | -2.9% | -$1.25万 | 减仓 |
| IVV | ISHARES TR | $41.56万 | 0.29% | 555 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $41.55万 | 0.29% | 2,845 | -150 | -5.0% | -$2.19万 | 减仓 |
| UUUU | ENERGY FUELS INC | $41.07万 | 0.29% | 28,324 | -2,366 | -7.7% | -$3.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.94万 | 0.29% | 2,470 | -3,480 | -58.5% | -$57.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.69万 | 0.29% | 1,602 | 29 | 1.8% | $7,365 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $39.26万 | 0.28% | 2,233 | 1,136 | 103.6% | $19.97万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $38.25万 | 0.27% | 9,796 | -484 | -4.7% | -$1.89万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $37.56万 | 0.26% | 670 | 670 | — | $37.56万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.40万 | 0.26% | 746 | -1,363 | -64.6% | -$68.34万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.10万 | 0.26% | 3,180 | 705 | 28.5% | $8.23万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $37.06万 | 0.26% | 5,893 | -2,401 | -28.9% | -$15.10万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $36.66万 | 0.26% | 1,682 | -20 | -1.2% | -$4,359 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $36.26万 | 0.25% | 11,077 | 1,080 | 10.8% | $3.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $35.86万 | 0.25% | 4,970 | 820 | 19.8% | $5.92万 | 重新持有 |
| MDT | MEDTRONIC PLC | $34.98万 | 0.25% | 4,471 | -1,119 | -20.0% | -$8.75万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $34.36万 | 0.24% | 5,775 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $34.16万 | 0.24% | 5,072 | 1,163 | 29.8% | $7.83万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.13万 | 0.24% | 2,885 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $33.90万 | 0.24% | 1,643 | 1,643 | — | $33.90万 | 新建仓 |
| DDOG | DATADOG INC | $33.74万 | 0.24% | 1,296 | 1,296 | — | $33.74万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $33.51万 | 0.24% | 624 | 202 | 47.9% | $10.85万 | 加仓 |
| IRM | IRON MTN INC DEL | $33.47万 | 0.24% | 2,650 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $33.39万 | 0.23% | 3,317 | 1,167 | 54.3% | $11.75万 | 加仓 |
| FLTR | VANECK ETF TRUST | $33.29万 | 0.23% | 13,000 | -3,750 | -22.4% | -$9.60万 | 减仓 |
| ORCL | ORACLE CORP | $32.39万 | 0.23% | 2,210 | -50 | -2.2% | -$7,328 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.24万 | 0.22% | 501 | 145 | 40.7% | $9.04万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.21万 | 0.22% | 409 | 409 | — | $31.21万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.94万 | 0.22% | 13,050 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.82万 | 0.22% | 1,133 | 200 | 21.4% | $5.44万 | 加仓 |
| HD | HOME DEPOT INC | $30.79万 | 0.22% | 873 | 99 | 12.8% | $3.49万 | 加仓 |
| — | REDWOOD TRUST INC | $30.14万 | 0.21% | 300,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $29.79万 | 0.21% | 15,580 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $29.76万 | 0.21% | 3,386 | 3,386 | — | $29.76万 | 新建仓 |
| ZS | ZSCALER INC | $29.23万 | 0.21% | 2,071 | 2,071 | — | $29.23万 | 新建仓 |
| KVYO | KLAVIYO INC | $29.15万 | 0.20% | 19,302 | 19,302 | — | $29.15万 | 新建仓 |
| VEEV | VEEVA SYS INC | $28.87万 | 0.20% | 1,627 | 1,627 | — | $28.87万 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP | $28.44万 | 0.20% | 10,778 | -500 | -4.4% | -$1.32万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $28.29万 | 0.20% | 4,172 | -143 | -3.3% | -$9,695 | 减仓 |
| GKOS | GLAUKOS CORP | $28.20万 | 0.20% | 2,018 | 2,018 | — | $28.20万 | 新建仓 |
| IVES | WEDBUSH SER TR | $28.06万 | 0.20% | 7,365 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.89万 | 0.20% | 4,938 | -562 | -10.2% | -$3.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.88万 | 0.20% | 1,251 | 49 | 4.1% | $1.09万 | 加仓 |
| VG | VENTURE GLOBAL INC | $27.34万 | 0.19% | 24,560 | 24,560 | — | $27.34万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.32万 | 0.19% | 4,445 | -200 | -4.3% | -$1.23万 | 减仓 |
| SYY | SYSCO CORP | $27.29万 | 0.19% | 3,265 | -1,176 | -26.5% | -$9.83万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $27.26万 | 0.19% | 3,014 | 3,014 | — | $27.26万 | 新建仓 |
| PFF | ISHARES TR | $27.18万 | 0.19% | 8,914 | -667 | -7.0% | -$2.03万 | 减仓 |
| MSTR | STRATEGY INC | $27.04万 | 0.19% | 3,110 | -225 | -6.7% | -$1.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.81万 | 0.19% | 900 | 900 | — | $26.81万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.62万 | 0.19% | 1,757 | -75 | -4.1% | -$1.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $26.57万 | 0.19% | 669 | -575 | -46.2% | -$22.84万 | 减仓 |
| ABNB | AIRBNB INC | $26.56万 | 0.19% | 1,856 | 1,856 | — | $26.56万 | 新建仓 |
| XMTR | XOMETRY INC | $25.95万 | 0.18% | 2,689 | 2,689 | — | $25.95万 | 新建仓 |
| SM | SM ENERGY COMPANY | $25.69万 | 0.18% | 9,843 | -188 | -1.9% | -$4,907 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $24.99万 | 0.18% | 5,093 | -385 | -7.0% | -$1.89万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $24.95万 | 0.18% | 3,059 | 3,059 | — | $24.95万 | 新建仓 |
| PFE | PFIZER INC | $24.91万 | 0.17% | 10,345 | -1,125 | -9.8% | -$2.71万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $24.80万 | 0.17% | 4,912 | -1,850 | -27.4% | -$9.34万 | 减仓 |
| PPG | PPG INDS INC | $24.32万 | 0.17% | 2,005 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $24.08万 | 0.17% | 303 | -1,000 | -76.7% | -$79.48万 | 减仓 |
| VGT | VANGUARD WORLD FD | $24.05万 | 0.17% | 2,012 | 2,012 | — | $24.05万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.03万 | 0.17% | 3,085 | 35 | 1.1% | $2,727 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.91万 | 0.17% | 6,505 | 47 | 0.7% | $1,728 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $23.87万 | 0.17% | 700 | 700 | — | $23.87万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.32万 | 0.16% | 2,423 | 2,423 | — | $23.32万 | 新建仓 |
| KO | COCA COLA CO | $23.16万 | 0.16% | 2,850 | -150 | -5.0% | -$1.22万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.00万 | 0.16% | 6,764 | 6,764 | — | $23.00万 | 新建仓 |
| VLUE | ISHARES TR | $22.84万 | 0.16% | 1,143 | 1,143 | — | $22.84万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.75万 | 0.16% | 841 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $22.62万 | 0.16% | 60,308 | -2,867 | -4.5% | -$1.08万 | 减仓 |
| ALAB | ASTERA LABS INC | $22.46万 | 0.16% | 465 | 465 | — | $22.46万 | 新建仓 |
| CAVA | CAVA GROUP INC | $22.45万 | 0.16% | 2,860 | 2,860 | — | $22.45万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.93万 | 0.15% | 1,388 | 27 | 2.0% | $4,267 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $21.81万 | 0.15% | 1,082 | -2,555 | -70.3% | -$51.51万 | 减仓 |
| DLO | DLOCAL LTD | $21.78万 | 0.15% | 16,764 | 3,191 | 23.5% | $4.15万 | 加仓 |
| — | LISTED FDS TR | $21.74万 | 0.15% | 3,750 | 3,750 | — | $21.74万 | 新建仓 |
| HUBS | HUBSPOT INC | $21.68万 | 0.15% | 1,188 | 1,188 | — | $21.68万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.35万 | 0.15% | 185 | 185 | — | $21.35万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.34万 | 0.15% | 1,820 | 0 | 0.0% | — | 重新持有 |
| AZN | ASTRAZENECA PLC | $21.15万 | 0.15% | 1,120 | 1,120 | — | $21.15万 | 新建仓 |
| FIG | FIGMA INC | $20.68万 | 0.15% | 11,429 | 11,429 | — | $20.68万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.52万 | 0.14% | 285 | -1,080 | -79.1% | -$77.76万 | 减仓 |
| GLW | CORNING INC | $20.43万 | 0.14% | 800 | -4,339 | -84.4% | -$110.83万 | 减仓 |
| RTX | RTX CORPORATION | $20.26万 | 0.14% | 1,068 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $20.23万 | 0.14% | 5,114 | -1 | -0.0% | -$40 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $20.16万 | 0.14% | 6,540 | 6,540 | — | $20.16万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $19.69万 | 0.14% | 10,981 | 10,981 | — | $19.69万 | 新建仓 |
| MBI | MBIA INC | $15.97万 | 0.11% | 24,500 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP | $15.89万 | 0.11% | 30,507 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY DIVI ADV | $14.85万 | 0.10% | 12,660 | 229 | 1.8% | $2,686 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $14.15万 | 0.10% | 11,300 | -750 | -6.2% | -$9,390 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $12.49万 | 0.09% | 23,700 | -650 | -2.7% | -$3,426 | 减仓 |