SEAVIEW INVESTMENT MANAGERS LLC
MIAMI FL · SEC CIK 0001832158
$2.77亿2026Q1 申报市值
73持仓数
35.5%前十大占比 · 第一大 3.9%
10 / 10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
ITUB 新建仓+$892.88万
AVGO 加仓+$799.93万
MU 加仓+$592.81万
MSFT 加仓+$137.92万
AVDV 新建仓+$135.66万
2026Q1 卖出最多 按季末市值估算
UBER 清仓-$808.73万
HCA 清仓-$801.15万
ADBE 减仓-$509.98万
CRM 清仓-$148.13万
JQUA 减仓-$139.60万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $1,090.81万 | 3.93% | 8,258 | -154 | -1.8% | -$20.34万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,090.60万 | 3.93% | 32,271 | 1,458 | 4.7% | $49.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,054.31万 | 3.80% | 18,267 | -1,561 | -7.9% | -$90.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $971.52万 | 3.50% | 14,939 | -1,202 | -7.4% | -$78.17万 | 减仓 |
| GOOGL | ALPHABET INC | $952.78万 | 3.43% | 33,133 | 2,258 | 7.3% | $64.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $949.46万 | 3.42% | 54,442 | 5,103 | 10.3% | $89.00万 | 加仓 |
| NEM | NEWMONT CORP | $942.02万 | 3.40% | 87,023 | 7,518 | 9.5% | $81.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $938.32万 | 3.38% | 46,125 | 3,252 | 7.6% | $66.16万 | 加仓 |
| MCK | MCKESSON CORP | $928.19万 | 3.35% | 10,726 | 950 | 9.7% | $82.21万 | 加仓 |
| NFLX | NETFLIX INC. | $924.97万 | 3.33% | 96,201 | 13,103 | 15.8% | $125.99万 | 加仓 |
| NUE | NUCOR CORP | $923.08万 | 3.33% | 54,588 | 5,042 | 10.2% | $85.26万 | 加仓 |
| AMZN | AMAZON COM INC | $906.64万 | 3.27% | 43,532 | 4,427 | 11.3% | $92.20万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $892.88万 | 3.22% | 1,065,486 | 1,065,486 | — | $892.88万 | 新建仓 |
| ABBV | ABBVIE INC | $862.04万 | 3.11% | 39,636 | 5,119 | 14.8% | $111.33万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $857.80万 | 3.09% | 91,275 | 10,930 | 13.6% | $102.72万 | 加仓 |
| B | BARRICK MNG CORP | $857.55万 | 3.09% | 210,471 | 17,953 | 9.3% | $73.15万 | 加仓 |
| AVGO | BROADCOM INC | $850.87万 | 3.07% | 27,491 | 25,845 | 1,570.2% | $799.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $841.27万 | 3.03% | 28,599 | 3,481 | 13.9% | $102.40万 | 加仓 |
| META | META PLATFORMS INC | $838.93万 | 3.02% | 14,663 | 1,869 | 14.6% | $106.93万 | 加仓 |
| BAC | BANK AMERICA CORP | $818.36万 | 2.95% | 167,869 | 20,890 | 14.2% | $101.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $795.65万 | 2.87% | 21,495 | 3,726 | 21.0% | $137.92万 | 加仓 |
| ORCL | ORACLE CORP | $791.34万 | 2.85% | 53,793 | 8,492 | 18.7% | $124.92万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $782.88万 | 2.82% | 28,035 | 3,814 | 15.7% | $106.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $776.55万 | 2.80% | 25,673 | 4,197 | 19.5% | $126.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $772.40万 | 2.78% | 31,866 | 5,531 | 21.0% | $134.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $682.74万 | 2.46% | 20,209 | 17,547 | 659.2% | $592.81万 | 加仓 |
| GLD | SPDR GOLD TR | $589.15万 | 2.12% | 13,692 | 830 | 6.5% | $35.71万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $452.54万 | 1.63% | 59,529 | 962 | 1.6% | $7.31万 | 加仓 |
| EFA | ISHARES TR | $322.78万 | 1.16% | 33,232 | 137 | 0.4% | $1.33万 | 加仓 |
| DTCR | GLOBAL X FDS | $173.65万 | 0.63% | 72,473 | 3,040 | 4.4% | $7.28万 | 加仓 |
| FRDM | EA SERIES TRUST | $168.45万 | 0.61% | 30,824 | -684 | -2.2% | -$3.74万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $164.75万 | 0.59% | 26,867 | -22,765 | -45.9% | -$139.60万 | 减仓 |
| SMH | VANECK ETF TRUST | $137.56万 | 0.50% | 3,588 | 219 | 6.5% | $8.40万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $135.66万 | 0.49% | 13,585 | 13,585 | — | $135.66万 | 新建仓 |
| CHAT | TIDAL TRUST II | $135.39万 | 0.49% | 21,890 | 1,666 | 8.2% | $10.30万 | 加仓 |
| PAVE | GLOBAL X FDS | $133.50万 | 0.48% | 26,275 | 1,788 | 7.3% | $9.08万 | 加仓 |
| NLR | VANECK ETF TRUST | $131.66万 | 0.47% | 9,885 | 490 | 5.2% | $6.53万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $124.45万 | 0.45% | 11,598 | 844 | 7.8% | $9.06万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $120.21万 | 0.43% | 7,349 | 547 | 8.0% | $8.95万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $115.11万 | 0.41% | 29,960 | 9,015 | 43.0% | $34.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $110.90万 | 0.40% | 17,693 | 1,672 | 10.4% | $10.48万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $110.00万 | 0.40% | 42,887 | 20,409 | 90.8% | $52.35万 | 加仓 |
| SHYG | ISHARES TR | $105.54万 | 0.38% | 24,944 | 12,244 | 96.4% | $51.80万 | 加仓 |
| FALN | ISHARES TR | $104.73万 | 0.38% | 39,194 | 19,542 | 99.4% | $52.22万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $102.65万 | 0.37% | 48,799 | 24,499 | 100.8% | $51.53万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $96.74万 | 0.35% | 23,864 | 14,025 | 142.5% | $56.86万 | 加仓 |
| SPYI | NEOS ETF TRUST | $91.96万 | 0.33% | 18,626 | 9,774 | 110.4% | $48.25万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $80.49万 | 0.29% | 47,043 | 25,493 | 118.3% | $43.62万 | 加仓 |
| QQQI | NEOS ETF TRUST | $79.93万 | 0.29% | 16,086 | 9,740 | 153.5% | $48.40万 | 加仓 |
| YYY | AMPLIFY ETF TR | $79.41万 | 0.29% | 71,992 | 39,935 | 124.6% | $44.05万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $78.02万 | 0.28% | 3,567 | 585 | 19.6% | $12.80万 | 加仓 |
| IWMI | NEOS ETF TRUST | $75.41万 | 0.27% | 15,910 | 15,910 | — | $75.41万 | 新建仓 |
| SLV | ISHARES SILVER TR | $63.66万 | 0.23% | 9,343 | 9,343 | — | $63.66万 | 新建仓 |
| TSLA | TESLA INC | $54.35万 | 0.20% | 1,462 | 334 | 29.6% | $12.42万 | 加仓 |
| ADBE | ADOBE INC | $41.51万 | 0.15% | 1,708 | -20,986 | -92.5% | -$509.98万 | 减仓 |
| AAPL | APPLE INC | $36.72万 | 0.13% | 1,447 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $32.38万 | 0.12% | 990 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $29.29万 | 0.11% | 17,339 | 17,339 | — | $29.29万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $28.99万 | 0.10% | 1,357 | -164 | -10.8% | -$3.50万 | 减仓 |
| CEMB | ISHARES INC | $28.83万 | 0.10% | 6,367 | 1,526 | 31.5% | $6.91万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.83万 | 0.10% | 3,484 | 833 | 31.4% | $6.89万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $28.68万 | 0.10% | 5,998 | 1,524 | 34.1% | $7.29万 | 加仓 |
| IBDZ | ISHARES TR | $28.68万 | 0.10% | 11,006 | 2,632 | 31.4% | $6.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.81万 | 0.09% | 432 | 57 | 15.2% | $3.41万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $25.07万 | 0.09% | 10,037 | -22,755 | -69.4% | -$56.84万 | 重新持有 |
| C | CITIGROUP INC | $24.70万 | 0.09% | 2,178 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $23.78万 | 0.09% | 13,397 | 2,532 | 23.3% | $4.49万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $21.95万 | 0.08% | 876 | 876 | — | $21.95万 | 新建仓 |
| REZ | ISHARES TR | $21.53万 | 0.08% | 2,587 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $21.13万 | 0.08% | 781 | 781 | — | $21.13万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $21.09万 | 0.08% | 1,285 | 1,285 | — | $21.09万 | 新建仓 |
| HLF | HERBALIFE LTD | $18.45万 | 0.07% | 12,534 | 12,534 | — | $18.45万 | 新建仓 |
| — | ATAIBECKLEY INC | $17.67万 | 0.06% | 49,922 | 49,922 | — | $17.67万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -98,976 | -100.0% | -$808.73万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -17,160 | -100.0% | -$801.15万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,591 | -100.0% | -$148.13万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,636 | -100.0% | -$50.50万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -9,889 | -100.0% | -$40.90万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,688 | -100.0% | -$37.10万 | 清仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -14,346 | -100.0% | -$33.89万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,062 | -100.0% | -$28.55万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,668 | -100.0% | -$20.89万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -49,922 | -100.0% | -$20.42万 | 清仓 |