High Note Wealth, LLC
DEEPHAVEN MN · SEC CIK 0001807283
$5.09亿2026Q1 申报市值
935持仓数
46.5%前十大占比 · 第一大 10.6%
81 / 54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
BIL 加仓+$239.57万
IBDU 加仓+$105.90万
IBDS 加仓+$104.81万
IBDT 加仓+$104.59万
IBDR 加仓+$102.98万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$77.64万
XLK 减仓-$23.00万
XLV 减仓-$16.60万
ESGD 减仓-$15.63万
NKE 减仓-$15.54万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC COM | $942.44万 | 1.85% | 45,251 | -119 | -0.3% | -$2.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $983.24万 | 1.93% | 67,216 | 203 | 0.3% | $2.97万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $983.28万 | 1.93% | 103,026 | -997 | -1.0% | -$9.52万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $1,124.79万 | 2.21% | 129,749 | 8,797 | 7.3% | $76.26万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,250.48万 | 2.46% | 47,743 | -50 | -0.1% | -$1.31万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $1,288.57万 | 2.53% | 235,785 | 9,191 | 4.1% | $50.23万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,298.95万 | 2.55% | 130,850 | 7,622 | 6.2% | $75.66万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,462.97万 | 2.88% | 50,875 | 7 | 0.0% | $2,013 | 加仓 |
| AAPL | APPLE INC COM | $1,909.31万 | 3.75% | 75,232 | 2 | 0.0% | $508 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1,925.31万 | 3.78% | 210,094 | 26,142 | 14.2% | $239.57万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $2,138.96万 | 4.20% | 432,988 | 8,684 | 2.0% | $42.90万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2,452.66万 | 4.82% | 184,550 | -1,731 | -0.9% | -$23.00万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2,798.50万 | 5.50% | 903,908 | 5,661 | 0.6% | $17.53万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3,007.43万 | 5.91% | 314,519 | -1,635 | -0.5% | -$15.63万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,395.82万 | 10.60% | 82,605 | 937 | 1.1% | $61.21万 | 加仓 |