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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC COM | $4,077 | 0.00% | 20 | -1 | -4.8% | -$204 | 减仓 |
| KBH | KB HOME COM | $4,088 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP COM NEW | $4,100 | 0.00% | 45 | 1 | 2.3% | $91 | 加仓 |
| MTUS | METALLUS INC COM | $4,150 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $4,150 | 0.00% | 14 | 2 | 16.7% | $593 | 加仓 |
| ALLY | ALLY FINL INC COM | $4,158 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $4,159 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $4,161 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $4,176 | 0.00% | 114 | 58 | 103.6% | $2,125 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $4,225 | 0.00% | 65 | 59 | 983.3% | $3,835 | 加仓 |
| MORN | MORNINGSTAR INC COM | $4,226 | 0.00% | 25 | 25 | — | $4,226 | 新建仓 |
| WAB | WABTEC COM | $4,248 | 0.00% | 17 | 4 | 30.8% | $1,000 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $4,255 | 0.00% | 118 | -2 | -1.7% | -$72 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $4,259 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $4,260 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $4,270 | 0.00% | 28 | 3 | 12.0% | $458 | 加仓 |
| WDFC | WD 40 CO COM | $4,283 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $4,289 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $4,290 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $4,298 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4,307 | 0.00% | 180 | 2 | 1.1% | $48 | 加仓 |
| ALV | AUTOLIV INC COM | $4,312 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $4,315 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $4,333 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $4,348 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $4,355 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $4,427 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $4,433 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $4,434 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP COM | $4,490 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $4,494 | 0.00% | 23 | 9 | 64.3% | $1,759 | 加仓 |
| ACM | AECOM COM | $4,495 | 0.00% | 53 | -2 | -3.6% | -$170 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4,505 | 0.00% | 65 | 2 | 3.2% | $139 | 加仓 |
| TRGP | TARGA RES CORP COM | $4,513 | 0.00% | 18 | 7 | 63.6% | $1,755 | 加仓 |
| HTO | H2O AMERICA COM | $4,518 | 0.00% | 77 | -25 | -24.5% | -$1,467 | 重新持有 |
| SLB | SLB LIMITED COM STK | $4,522 | 0.00% | 88 | 6 | 7.3% | $308 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A 看涨期权 | $4,538 | 0.00% | 200 | 200 | — | $4,538 | 新建仓 |
| LNC | LINCOLN NATL CORP IND COM | $4,544 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC COM | $4,547 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $4,567 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $4,584 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $4,598 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC COM | $4,617 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $4,624 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST COM | $4,626 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC ORD SHS | $4,635 | 0.00% | 205 | 1 | 0.5% | $23 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $4,637 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $4,655 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $4,671 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO COM | $4,688 | 0.00% | 76 | -18 | -19.1% | -$1,110 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $4,696 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $4,706 | 0.00% | 51 | 23 | 82.1% | $2,122 | 加仓 |
| MAC | MACERICH CO COM | $4,744 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $4,759 | 0.00% | 24 | -2 | -7.7% | -$397 | 减仓 |
| MTH | MERITAGE HOMES CORP COM | $4,762 | 0.00% | 77 | -9 | -10.5% | -$557 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $4,773 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,777 | 0.00% | 103 | -3 | -2.8% | -$139 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $4,788 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $4,793 | 0.00% | 14 | 14 | — | $4,793 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $4,798 | 0.00% | 80 | 33 | 70.2% | $1,979 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $4,806 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP COM | $4,809 | 0.00% | 88 | 88 | — | $4,809 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $4,810 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC COM | $4,812 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO CL A | $4,813 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC COM | $4,829 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $4,832 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC COM | $4,837 | 0.00% | 71 | 71 | — | $4,837 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $4,893 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $4,906 | 0.00% | 26 | 26 | — | $4,906 | 新建仓 |
| R | RYDER SYS INC COM | $4,913 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $4,927 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $4,969 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP COM | $4,975 | 0.00% | 149 | -150 | -50.2% | -$5,008 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $4,983 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $5,037 | 0.00% | 23 | 8 | 53.3% | $1,752 | 加仓 |
| LCII | LCI INDS COM | $5,042 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $5,044 | 0.00% | 275 | 275 | — | $5,044 | 新建仓 |
| EIX | EDISON INTL COM | $5,049 | 0.00% | 69 | 1 | 1.5% | $73 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $5,064 | 0.00% | 64 | 64 | — | $5,064 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $5,083 | 0.00% | 18 | 4 | 28.6% | $1,130 | 加仓 |
| FBK | FB FINL CORP COM | $5,090 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $5,093 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $5,105 | 0.00% | 34 | -14 | -29.2% | -$2,102 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $5,108 | 0.00% | 23 | 8 | 53.3% | $1,777 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $5,148 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $5,156 | 0.00% | 124 | -5 | -3.9% | -$208 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $5,169 | 0.00% | 85 | 31 | 57.4% | $1,885 | 重新持有 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $5,171 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $5,209 | 0.00% | 122 | 122 | — | $5,209 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $5,280 | 0.00% | 65 | 2 | 3.2% | $162 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $5,326 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $5,334 | 0.00% | 210 | 79 | 60.3% | $2,007 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD COM | $5,350 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION COM | $5,352 | 0.00% | 232 | 17 | 7.9% | $392 | 加仓 |
| AME | AMETEK INC COM | $5,359 | 0.00% | 25 | 7 | 38.9% | $1,501 | 加仓 |
| AWR | AMER STATES WTR CO COM | $5,369 | 0.00% | 71 | -17 | -19.3% | -$1,286 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $5,371 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC COM | $5,382 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $5,415 | 0.00% | 72 | 0 | 0.0% | — | 不变 |