High Note Wealth, LLC
DEEPHAVEN MN · SEC CIK 0001807283
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EIG | EMPLOYERS HLDGS INC COM | $2,120 | 0.00% | 42 | 42 | — | $2,120 | 新建仓 |
| ENPH | ENPHASE ENERGY INC COM | $2,117 | 0.00% | 43 | -41 | -48.8% | -$2,019 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,103 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC COM | $2,094 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP COM | $2,093 | 0.00% | 30 | -6 | -16.7% | -$419 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2,091 | 0.00% | 8 | 5 | 166.7% | $1,307 | 加仓 |
| DXCM | DEXCOM INC COM | $2,088 | 0.00% | 31 | -8 | -20.5% | -$539 | 减仓 |
| SMP | STANDARD MTR PRODS INC COM | $2,065 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $2,045 | 0.00% | 43 | 39 | 975.0% | $1,855 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $2,038 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $2,038 | 0.00% | 40 | -33 | -45.2% | -$1,681 | 重新持有 |
| BHF | BRIGHTHOUSE FINL INC COM | $2,026 | 0.00% | 32 | 24 | 300.0% | $1,520 | 加仓 |
| ACM | AECOM COM | $2,024 | 0.00% | 29 | -24 | -45.3% | -$1,675 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $2,022 | 0.00% | 20 | 1 | 5.3% | $101 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $2,018 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $2,014 | 0.00% | 39 | 39 | — | $2,014 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $2,004 | 0.00% | 125 | 125 | — | $2,004 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $2,001 | 0.00% | 49 | 49 | — | $2,001 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1,988 | 0.00% | 15 | -6 | -28.6% | -$795 | 减仓 |
| COR | CENCORA INC COM | $1,981 | 0.00% | 7 | 5 | 250.0% | $1,415 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $1,971 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $1,949 | 0.00% | 5 | -25 | -83.3% | -$9,745 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $1,935 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $1,932 | 0.00% | 4 | 4 | — | $1,932 | 新建仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1,925 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $1,913 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP COM | $1,909 | 0.00% | 19 | 4 | 26.7% | $402 | 加仓 |
| CLX | CLOROX CO DEL COM | $1,909 | 0.00% | 20 | 20 | — | $1,909 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1,905 | 0.00% | 89 | -3 | -3.3% | -$64 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $1,895 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $1,886 | 0.00% | 43 | 43 | — | $1,886 | 新建仓 |
| ALC | ALCON AG ORD SHS | $1,879 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1,878 | 0.00% | 73 | 5 | 7.4% | $129 | 重新持有 |
| SAFT | SAFETY INS GROUP INC COM | $1,872 | 0.00% | 25 | 25 | — | $1,872 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $1,860 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $1,856 | 0.00% | 28 | -16 | -36.4% | -$1,061 | 减仓 |
| ENOV | ENOVIS CORPORATION COM | $1,842 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $1,841 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1,836 | 0.00% | 46 | 46 | — | $1,836 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $1,822 | 0.00% | 47 | 47 | — | $1,822 | 新建仓 |
| IT | GARTNER INC COM | $1,815 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1,809 | 0.00% | 16 | 6 | 60.0% | $678 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1,807 | 0.00% | 11 | -11 | -50.0% | -$1,807 | 减仓 |
| IR | INGERSOLL RAND INC COM | $1,804 | 0.00% | 22 | -19 | -46.3% | -$1,558 | 减仓 |
| G | GENPACT LIMITED SHS | $1,788 | 0.00% | 65 | -27 | -29.3% | -$743 | 减仓 |
| — | PACER NASDAQ 100 TOP 50 CASH COWS GROWTH LEADERS ETF | $1,781 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $1,780 | 0.00% | 16 | 16 | — | $1,780 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,755 | 0.00% | 6 | -8 | -57.1% | -$2,340 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $1,745 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1,733 | 0.00% | 60 | -61 | -50.4% | -$1,762 | 减仓 |
| NMIH | NMI HLDGS INC COM | $1,726 | 0.00% | 42 | 42 | — | $1,726 | 新建仓 |
| STBA | S & T BANCORP INC COM | $1,718 | 0.00% | 35 | 35 | — | $1,718 | 新建仓 |
| BCO | BRINKS CO COM | $1,701 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $1,697 | 0.00% | 1 | 1 | — | $1,697 | 新建仓 |
| RDN | RADIAN GROUP INC COM | $1,695 | 0.00% | 45 | 45 | — | $1,695 | 新建仓 |
| — | CANTON STRATEGIC HOLDINGS INC COM | $1,692 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1,687 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP COM | $1,686 | 0.00% | 45 | -434 | -90.6% | -$1.63万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1,679 | 0.00% | 54 | -58 | -51.8% | -$1,803 | 减仓 |
| — | CHART INDS INC COM | $1,672 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $1,663 | 0.00% | 7 | -9 | -56.2% | -$2,138 | 减仓 |
| WAY | WAYSTAR HLDG CORP COM | $1,663 | 0.00% | 81 | -8 | -9.0% | -$164 | 重新持有 |
| RGEN | REPLIGEN CORP COM | $1,637 | 0.00% | 12 | -10 | -45.5% | -$1,364 | 重新持有 |
| TRNO | TERRENO RLTY CORP COM | $1,619 | 0.00% | 25 | -41 | -62.1% | -$2,655 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $1,611 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1,597 | 0.00% | 9 | 3 | 50.0% | $532 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $1,590 | 0.00% | 2 | 2 | — | $1,590 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR COM | $1,590 | 0.00% | 141 | 141 | — | $1,590 | 新建仓 |
| CNK | CINEMARK HLDGS INC COM | $1,587 | 0.00% | 50 | 50 | — | $1,587 | 新建仓 |
| ETSY | ETSY INC COM | $1,582 | 0.00% | 21 | -49 | -70.0% | -$3,691 | 重新持有 |
| WS | WORTHINGTON STL INC COM SHS | $1,578 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,564 | 0.00% | 11 | 5 | 83.3% | $711 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $1,550 | 0.00% | 9 | -2 | -18.2% | -$344 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,538 | 0.00% | 136 | -155 | -53.3% | -$1,753 | 减仓 |
| KMPR | KEMPER CORP COM | $1,537 | 0.00% | 57 | -7 | -10.9% | -$189 | 减仓 |
| WAT | WATERS CORP COM | $1,500 | 0.00% | 4 | 3 | 300.0% | $1,125 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,492 | 0.00% | 11 | -27 | -71.1% | -$3,662 | 减仓 |
| FTDR | FRONTDOOR INC COM | $1,474 | 0.00% | 19 | -31 | -62.0% | -$2,405 | 重新持有 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,440 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $1,430 | 0.00% | 21 | -64 | -75.3% | -$4,358 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1,429 | 0.00% | 8 | 8 | — | $1,429 | 新建仓 |
| SAM | BOSTON BEER INC CL A | $1,416 | 0.00% | 8 | 8 | — | $1,416 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $1,412 | 0.00% | 59 | -85 | -59.0% | -$2,034 | 重新持有 |
| CNMD | CONMED CORP COM | $1,407 | 0.00% | 43 | 43 | — | $1,407 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1,396 | 0.00% | 54 | -23 | -29.9% | -$595 | 减仓 |
| CHWY | CHEWY INC CL A | $1,395 | 0.00% | 71 | 71 | — | $1,395 | 新建仓 |
| MAT | MATTEL INC COM | $1,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $1,360 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC COM | $1,342 | 0.00% | 12 | 12 | — | $1,342 | 新建仓 |
| BMI | BADGER METER INC COM | $1,335 | 0.00% | 9 | -3 | -25.0% | -$445 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $1,331 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $1,321 | 0.00% | 63 | 63 | — | $1,321 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $1,302 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1,284 | 0.00% | 27 | 8 | 42.1% | $380 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $1,283 | 0.00% | 37 | -30 | -44.8% | -$1,040 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW COM | $1,281 | 0.00% | 31 | -42 | -57.5% | -$1,736 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $1,272 | 0.00% | 47 | 47 | — | $1,272 | 新建仓 |
| CSGP | COSTAR GROUP INC COM | $1,218 | 0.00% | 43 | 13 | 43.3% | $368 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1,187 | 0.00% | 5 | -10 | -66.7% | -$2,374 | 减仓 |
| APPF | APPFOLIO INC COM CL A | $1,122 | 0.00% | 7 | 7 | — | $1,122 | 新建仓 |