NATURAL INVESTMENTS, LLC
WINDSOR CA · SEC CIK 0001800245
$4.05亿2026Q1 申报市值
288持仓数
33.4%前十大占比 · 第一大 7.2%
21 / 13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
VANECK ETF TRUST 加仓+$557.25万
AAPL 加仓+$484.70万
BRK/A 加仓+$359.00万
ETF SER SOLUTION 加仓+$210.37万
TIDAL TRUST III 加仓+$158.14万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$383.10万
INVESTMENT MANAG 减仓-$189.87万
BFAM 清仓-$141.10万
LULU 清仓-$74.10万
AMT 减仓-$68.02万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -20,840 | -100.0% | -$383.10万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -13,919 | -100.0% | -$141.10万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,567 | -100.0% | -$74.10万 | 清仓 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -12,402 | -100.0% | -$36.00万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,696 | -100.0% | -$34.70万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -8,628 | -100.0% | -$34.30万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -863 | -100.0% | -$25.00万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,147 | -100.0% | -$24.40万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -3,843 | -100.0% | -$22.50万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,104 | -100.0% | -$20.30万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $0 | 0.00% | 0 | -10,250 | -100.0% | -$16.20万 | 清仓 |
| — | BLACKROCK LONG-TERM MUN ADVA | $0 | 0.00% | 0 | -15,985 | -100.0% | -$14.80万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -18,796 | -100.0% | -$1.20万 | 清仓 |
| BBD | BANCO BRADESCO S A | $6.40万 | 0.02% | 17,690 | 1,860 | 11.7% | $6,729 | 加仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $7.90万 | 0.02% | 18,164 | 152 | 0.8% | $661 | 加仓 |
| WIT | WIPRO LTD | $9.40万 | 0.02% | 44,504 | -412 | -0.9% | -$870 | 减仓 |
| AQN | ALGONQUIN PWR UTILS CORP | $12.30万 | 0.03% | 20,177 | -30 | -0.1% | -$183 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $14.90万 | 0.04% | 14,125 | 14,125 | — | $14.90万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $15.20万 | 0.04% | 16,948 | -2,325 | -12.1% | -$2.09万 | 减仓 |
| — | TELEFONICA S A | $15.90万 | 0.04% | 36,768 | -1,013 | -2.7% | -$4,381 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $18.30万 | 0.05% | 24,275 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $20.00万 | 0.05% | 505 | 23 | 4.8% | $9,109 | 加仓 |
| KKR | KKR & CO INC | $20.10万 | 0.05% | 2,174 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $20.10万 | 0.05% | 671 | -56 | -7.7% | -$1.68万 | 减仓 |
| IWR | ISHARES TR | $20.10万 | 0.05% | 2,074 | 2,074 | — | $20.10万 | 新建仓 |
| ICLR | ICON PLC | $20.20万 | 0.05% | 1,829 | -135 | -6.9% | -$1.49万 | 减仓 |
| O | REALTY INCOME CORP | $20.20万 | 0.05% | 3,312 | 3,312 | — | $20.20万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.40万 | 0.05% | 2,573 | 2,573 | — | $20.40万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $20.50万 | 0.05% | 883 | 883 | — | $20.50万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.50万 | 0.05% | 3,628 | 3,628 | — | $20.50万 | 新建仓 |
| GWW | WW GRAINGER INC | $20.60万 | 0.05% | 189 | -30 | -13.7% | -$3.27万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $20.70万 | 0.05% | 956 | -30 | -3.0% | -$6,496 | 减仓 |
| COHR | COHERENT CORP | $20.80万 | 0.05% | 874 | 874 | — | $20.80万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $20.90万 | 0.05% | 687 | -45 | -6.1% | -$1.37万 | 减仓 |
| NEM | NEWMONT CORP | $21.10万 | 0.05% | 1,955 | 1,955 | — | $21.10万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.20万 | 0.05% | 2,201 | 462 | 26.6% | $4.45万 | 重新持有 |
| MBB | ISHARES TR | $21.40万 | 0.05% | 2,255 | -3,317 | -59.5% | -$31.48万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $21.40万 | 0.05% | 2,145 | 154 | 7.7% | $1.54万 | 加仓 |
| AON | AON PLC | $21.60万 | 0.05% | 672 | 42 | 6.7% | $1.35万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $21.70万 | 0.05% | 2,825 | -606 | -17.7% | -$4.65万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $21.70万 | 0.05% | 10,046 | -243 | -2.4% | -$5,249 | 减仓 |
| CSX | CSX CORP | $21.70万 | 0.05% | 5,290 | 5,290 | — | $21.70万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $21.80万 | 0.05% | 7,493 | 7,493 | — | $21.80万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.90万 | 0.05% | 3,400 | 143 | 4.4% | $9,211 | 加仓 |
| SGOL | ETFS GOLD TR | $22.00万 | 0.05% | 4,934 | -220 | -4.3% | -$9,809 | 减仓 |
| VMI | VALMONT INDS INC | $22.10万 | 0.05% | 555 | 555 | — | $22.10万 | 新建仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $22.30万 | 0.06% | 3,229 | -1 | -0.0% | -$69 | 减仓 |
| VTR | VENTAS INC | $22.50万 | 0.06% | 2,753 | -562 | -17.0% | -$4.59万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $22.60万 | 0.06% | 509 | -7 | -1.4% | -$3,108 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $22.70万 | 0.06% | 2,396 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $22.80万 | 0.06% | 2,087 | 2 | 0.1% | $218 | 加仓 |
| TRMB | TRIMBLE INC | $23.20万 | 0.06% | 3,569 | 63 | 1.8% | $4,095 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.80万 | 0.06% | 674 | -13 | -1.9% | -$4,591 | 减仓 |
| IEFA | ISHARES TR | $23.80万 | 0.06% | 2,629 | 13 | 0.5% | $1,177 | 加仓 |
| HUT | HUT 8 CORP | $23.90万 | 0.06% | 5,100 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $24.00万 | 0.06% | 2,256 | 2,256 | — | $24.00万 | 新建仓 |
| PFE | PFIZER INC | $24.10万 | 0.06% | 8,596 | -249 | -2.8% | -$6,981 | 减仓 |
| IJR | ISHARES TR | $25.00万 | 0.06% | 2,016 | 3 | 0.1% | $372 | 加仓 |
| BDX | BECTON DICKINSON & CO | $25.10万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.20万 | 0.06% | 680 | -4 | -0.6% | -$1,482 | 减仓 |
| ESGD | ISHARES TR | $25.70万 | 0.06% | 2,694 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $25.80万 | 0.06% | 3,556 | -266 | -7.0% | -$1.93万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.90万 | 0.06% | 1,494 | 1 | 0.1% | $173 | 加仓 |
| EMR | EMERSON ELEC CO | $26.10万 | 0.06% | 1,993 | 1,993 | — | $26.10万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $26.30万 | 0.06% | 2,344 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.30万 | 0.06% | 1,600 | 353 | 28.3% | $5.80万 | 加仓 |
| VITL | VITAL FARMS INC | $26.40万 | 0.07% | 18,726 | 5,254 | 39.0% | $7.41万 | 加仓 |
| EBAY | EBAY INC. | $26.50万 | 0.07% | 2,920 | -147 | -4.8% | -$1.33万 | 减仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $26.60万 | 0.07% | 13,499 | -1,362 | -9.2% | -$2.68万 | 减仓 |
| SNY | SANOFI SA | $26.60万 | 0.07% | 5,533 | 95 | 1.7% | $4,567 | 加仓 |
| VSGX | VANGUARD WORLD FD | $26.70万 | 0.07% | 3,732 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.90万 | 0.07% | 1,077 | 1,077 | — | $26.90万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $27.20万 | 0.07% | 7,412 | -12,020 | -61.9% | -$44.11万 | 减仓 |
| — | EXXON MOBIL CORP | $27.20万 | 0.07% | 1,606 | 1,606 | — | $27.20万 | 新建仓 |
| — | NUSHARES ETF TR | $27.60万 | 0.07% | 13,053 | 1,461 | 12.6% | $3.09万 | 加仓 |
| CATH | GLOBAL X FDS | $27.80万 | 0.07% | 3,560 | 17 | 0.5% | $1,328 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $28.00万 | 0.07% | 6,780 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $28.20万 | 0.07% | 2,247 | 39 | 1.8% | $4,895 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $29.10万 | 0.07% | 1,618 | 156 | 10.7% | $2.81万 | 加仓 |
| AZO | AUTOZONE INC | $29.50万 | 0.07% | 87 | 21 | 31.8% | $7.12万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $29.70万 | 0.07% | 1,015 | -3 | -0.3% | -$878 | 减仓 |
| IVV | ISHARES TR | $30.30万 | 0.07% | 464 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $30.70万 | 0.08% | 572 | 97 | 20.4% | $5.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $30.70万 | 0.08% | 1,872 | 167 | 9.8% | $2.74万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $30.80万 | 0.08% | 16,634 | 110 | 0.7% | $2,037 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $30.90万 | 0.08% | 2,720 | -3 | -0.1% | -$341 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $30.90万 | 0.08% | 61,511 | 397 | 0.6% | $1,994 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $31.00万 | 0.08% | 3,883 | -732 | -15.9% | -$5.84万 | 减仓 |
| META | META PLATFORMS INC | $31.30万 | 0.08% | 548 | 2 | 0.4% | $1,142 | 加仓 |
| RYN | RAYONIER INC | $32.00万 | 0.08% | 15,549 | 15,549 | — | $32.00万 | 新建仓 |
| WELL | WELLTOWER INC | $32.10万 | 0.08% | 1,625 | -21 | -1.3% | -$4,148 | 减仓 |
| — | PARNASSUS INCOME FDS | $32.50万 | 0.08% | 13,040 | 918 | 7.6% | $2.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.20万 | 0.08% | 1,691 | -142 | -7.7% | -$2.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $33.20万 | 0.08% | 8,569 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $33.20万 | 0.08% | 605 | -4 | -0.7% | -$2,195 | 减仓 |
| ROST | ROSS STORES INC | $33.20万 | 0.08% | 1,535 | 245 | 19.0% | $5.30万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $33.80万 | 0.08% | 2,067 | 48 | 2.4% | $7,849 | 加仓 |