13F 机构持仓

High Note Wealth, LLC

DEEPHAVEN MN · SEC CIK 0001807283

2026Q22026Q1 更早 9 个季度 🔒
$5.86亿2026Q2 申报市值
957持仓数
48.5%前十大占比 · 第一大 10.7%
73 / 78新建仓 / 清仓
申报市值走势$5.86亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.7%
XLK 5.9%
SCHM 5.8%
ESGD 5.5%
BIL 4.2%
DBEF 4.1%
AAPL 3.7%
GOOGL 3.1%
FRDM 3.0%
VB 2.5%

2026Q2 买入最多 按季末市值估算

BIL 加仓+$534.92万
GS 加仓+$413.45万
DEFIANCE DRONE A 加仓+$239.18万
XOM 新建仓+$187.27万
IBDS 加仓+$146.53万

2026Q2 卖出最多 按季末市值估算

AZO 减仓-$366.25万
EXXON MOBIL CORP 清仓-$226.35万
IBIT 减仓-$146.77万
XLK 减仓-$77.77万
UNH 减仓-$55.11万

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
AXTA AXALTA COATING SYS LTD COM $00.00%0 -129-100.0% -$3,573 清仓
CWST CASELLA WASTE SYS INC CL A $00.00%0 -45-100.0% -$3,570 清仓
CHE CHEMED CORP NEW COM $00.00%0 -9-100.0% -$3,400 清仓
THO THOR INDS INC COM $00.00%0 -42-100.0% -$3,355 清仓
BR BROADRIDGE FINL SOLUTIONS INC COM $00.00%0 -19-100.0% -$3,087 清仓
MKC MCCORMICK & CO INC COM NON VTG $00.00%0 -58-100.0% -$2,926 清仓
RBLX ROBLOX CORP CL A $00.00%0 -51-100.0% -$2,885 清仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $00.00%0 -85-100.0% -$2,868 清仓
RDNT RADNET INC COM $00.00%0 -51-100.0% -$2,850 清仓
— KENNEDY-WILSON HOLDINGS INC COM $00.00%0 -258-100.0% -$2,792 清仓
SON SONOCO PRODS CO COM $00.00%0 -50-100.0% -$2,705 清仓
RES RPC INC COM $00.00%0 -352-100.0% -$2,492 清仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $00.00%0 -52-100.0% -$2,411 清仓
— TRI POINTE HOMES INC COM $00.00%0 -51-100.0% -$2,383 清仓
OSIS OSI SYSTEMS INC COM $00.00%0 -8-100.0% -$2,124 清仓
SLAB SILICON LABORATORIES INC COM $00.00%0 -10-100.0% -$2,082 清仓
NEU NEWMARKET CORP COM $00.00%0 -3-100.0% -$1,923 清仓
PLMR PALOMAR HLDGS INC COM $00.00%0 -16-100.0% -$1,912 清仓
TRU TRANSUNION COM $00.00%0 -27-100.0% -$1,868 清仓
— QORVO INC COM $00.00%0 -23-100.0% -$1,780 清仓
FCN FTI CONSULTING INC COM $00.00%0 -10-100.0% -$1,768 清仓
BCC BOISE CASCADE CO DEL COM $00.00%0 -23-100.0% -$1,745 清仓
TEX TEREX CORP NEW COM $00.00%0 -29-100.0% -$1,714 清仓
DLB DOLBY LABORATORIES INC COM CL A $00.00%0 -28-100.0% -$1,682 清仓
SHAK SHAKE SHACK INC CL A $00.00%0 -18-100.0% -$1,592 清仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $00.00%0 -34-100.0% -$1,578 清仓
GDDY GODADDY INC CL A $00.00%0 -19-100.0% -$1,571 清仓
AVNT AVIENT CORPORATION COM $00.00%0 -43-100.0% -$1,561 清仓
ICUI ICU MED INC COM $00.00%0 -12-100.0% -$1,550 清仓
FTAI FTAI AVIATION LTD SHS $00.00%0 -6-100.0% -$1,470 清仓
ESAB ESAB CORPORATION COM $00.00%0 -15-100.0% -$1,450 清仓
AEO AMERICAN EAGLE OUTFITTERS INC COM $00.00%0 -67-100.0% -$1,119 清仓
EXE EXPAND ENERGY CORPORATION COM $00.00%0 -10-100.0% -$1,098 清仓
ULTA ULTA BEAUTY INC COM $00.00%0 -2-100.0% -$1,045 清仓
EMBC EMBECTA CORP COMMON STOCK $00.00%0 -2-100.0% -$18 清仓