SEAVIEW INVESTMENT MANAGERS LLC
MIAMI FL · SEC CIK 0001832158
$3.35亿2026Q2 申报市值
93持仓数
35.1%前十大占比 · 第一大 4.1%
21 / 1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
APH 新建仓+$1,031.60万
CAT 新建仓+$1,015.70万
AAPL 加仓+$929.34万
GS 新建仓+$923.28万
LLY 新建仓+$917.20万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1,404.65万
MU 减仓-$1,123.36万
ITUB 减仓-$856.53万
AXP 减仓-$830.58万
SCHW 减仓-$810.60万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,374.68万 | 4.11% | 18,668 | 401 | 2.2% | $29.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,274.82万 | 3.81% | 21,945 | -24,180 | -52.4% | -$1,404.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,209.35万 | 3.61% | 10,477 | -9,732 | -48.2% | -$1,123.36万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,186.24万 | 3.54% | 24,839 | -7,432 | -23.0% | -$354.93万 | 减仓 |
| ASML | ASML HLDG NV | $1,179.85万 | 3.52% | 5,930 | -2,328 | -28.2% | -$463.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,167.56万 | 3.49% | 15,635 | 696 | 4.7% | $51.97万 | 加仓 |
| GOOGL | ALPHABET INC | $1,128.12万 | 3.37% | 31,567 | -1,566 | -4.7% | -$55.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,114.70万 | 3.33% | 55,710 | 1,268 | 2.3% | $25.37万 | 加仓 |
| AMZN | AMAZON COM INC | $1,069.74万 | 3.19% | 44,883 | 1,351 | 3.1% | $32.20万 | 加仓 |
| AVGO | BROADCOM INC | $1,058.27万 | 3.16% | 28,015 | 524 | 1.9% | $19.79万 | 加仓 |
| APH | AMPHENOL CORP | $1,031.60万 | 3.08% | 58,507 | 58,507 | — | $1,031.60万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,015.70万 | 3.03% | 9,538 | 9,538 | — | $1,015.70万 | 新建仓 |
| META | META PLATFORMS INC | $1,012.75万 | 3.02% | 17,979 | 3,316 | 22.6% | $186.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $994.11万 | 2.97% | 26,651 | 5,156 | 24.0% | $192.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $977.51万 | 2.92% | 34,761 | 2,895 | 9.1% | $81.41万 | 加仓 |
| AAPL | APPLE INC | $971.21万 | 2.90% | 33,564 | 32,117 | 2,219.6% | $929.34万 | 加仓 |
| ORCL | ORACLE CORP | $965.17万 | 2.88% | 65,860 | 12,067 | 22.4% | $176.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $952.04万 | 2.84% | 29,085 | 486 | 1.7% | $15.91万 | 加仓 |
| ABBV | ABBVIE INC | $950.52万 | 2.84% | 37,773 | -1,863 | -4.7% | -$46.88万 | 减仓 |
| BAC | BANK OF AMER CORP | $948.77万 | 2.83% | 166,509 | -1,360 | -0.8% | -$7.75万 | 减仓 |
| B | BARRICK MNG CORP | $946.38万 | 2.83% | 257,663 | 47,192 | 22.4% | $173.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $923.28万 | 2.76% | 9,129 | 9,129 | — | $923.28万 | 新建仓 |
| LLY | ELI LILLY & CO | $917.20万 | 2.74% | 7,647 | 7,647 | — | $917.20万 | 新建仓 |
| NUE | NUCOR CORP | $912.27万 | 2.72% | 40,955 | -13,633 | -25.0% | -$303.68万 | 减仓 |
| NFLX | NETFLIX INC. | $906.93万 | 2.71% | 127,021 | 30,820 | 32.0% | $220.05万 | 加仓 |
| DIS | DISNEY WALT CO | $902.32万 | 2.69% | 93,748 | 93,748 | — | $902.32万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $571.82万 | 1.71% | 61,072 | 1,543 | 2.6% | $14.45万 | 加仓 |
| GLD | SPDR GOLD TR | $512.45万 | 1.53% | 13,911 | 219 | 1.6% | $8.07万 | 加仓 |
| EFA | ISHARES TR | $353.68万 | 1.06% | 34,047 | 815 | 2.5% | $8.47万 | 加仓 |
| SMH | VANECK ETF TRUST | $246.94万 | 0.74% | 3,765 | 177 | 4.9% | $11.61万 | 加仓 |
| DTCR | GLOBAL X FDS | $240.83万 | 0.72% | 79,299 | 6,826 | 9.4% | $20.73万 | 加仓 |
| CHAT | TIDAL TRUST II | $233.34万 | 0.70% | 23,646 | 1,756 | 8.0% | $17.33万 | 加仓 |
| FRDM | EA SERIES TRUST | $219.07万 | 0.65% | 30,051 | -773 | -2.5% | -$5.64万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $205.96万 | 0.62% | 12,454 | 856 | 7.4% | $14.16万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $192.25万 | 0.57% | 26,597 | -270 | -1.0% | -$1.95万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $179.30万 | 0.54% | 19,956 | 2,263 | 12.8% | $20.33万 | 加仓 |
| PAVE | GLOBAL X FDS | $167.58万 | 0.50% | 28,442 | 2,167 | 8.2% | $12.77万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $158.29万 | 0.47% | 8,255 | 906 | 12.3% | $17.37万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $153.10万 | 0.46% | 14,857 | 1,272 | 9.4% | $13.11万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $149.95万 | 0.45% | 56,757 | 13,870 | 32.3% | $36.64万 | 加仓 |
| SHYG | ISHARES TR | $145.50万 | 0.43% | 34,307 | 9,363 | 37.5% | $39.71万 | 加仓 |
| FALN | ISHARES TR | $145.30万 | 0.43% | 53,339 | 14,145 | 36.1% | $38.53万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $142.90万 | 0.43% | 67,629 | 18,830 | 38.6% | $39.79万 | 加仓 |
| SPYI | NEOS ETF TRUST | $140.08万 | 0.42% | 26,386 | 7,760 | 41.7% | $41.20万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $139.71万 | 0.42% | 34,425 | 10,561 | 44.3% | $42.86万 | 加仓 |
| QQQI | NEOS ETF TRUST | $134.13万 | 0.40% | 23,618 | 7,532 | 46.8% | $42.77万 | 加仓 |
| IWMI | NEOS ETF TRUST | $127.84万 | 0.38% | 23,887 | 7,977 | 50.1% | $42.69万 | 加仓 |
| NLR | VANECK ETF TRUST | $126.50万 | 0.38% | 10,907 | 1,022 | 10.3% | $11.85万 | 加仓 |
| YYY | AMPLIFY ETF TR | $121.45万 | 0.36% | 105,335 | 33,343 | 46.3% | $38.44万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $116.46万 | 0.35% | 69,738 | 22,695 | 48.2% | $37.90万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $103.58万 | 0.31% | 31,115 | 1,155 | 3.9% | $3.84万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $70.23万 | 0.21% | 3,877 | 310 | 8.7% | $5.62万 | 加仓 |
| TSLA | TESLA INC | $65.82万 | 0.20% | 1,565 | 103 | 7.0% | $4.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $50.14万 | 0.15% | 1,157 | -200 | -14.7% | -$8.67万 | 减仓 |
| SLV | ISHARES SILVER TR | $49.19万 | 0.15% | 9,200 | -143 | -1.5% | -$7,646 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.25万 | 0.14% | 500 | 500 | — | $48.25万 | 新建仓 |
| NET | CLOUDFLARE INC | $46.85万 | 0.14% | 1,910 | 1,910 | — | $46.85万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $43.66万 | 0.13% | 1,012 | -273 | -21.2% | -$11.78万 | 减仓 |
| REZ | ISHARES TR | $43.65万 | 0.13% | 4,610 | 2,023 | 78.2% | $19.16万 | 加仓 |
| C | CITIGROUP INC | $38.29万 | 0.11% | 2,736 | 558 | 25.6% | $7.81万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $37.75万 | 0.11% | 1,116 | -24,557 | -95.7% | -$830.58万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $37.49万 | 0.11% | 5,077 | 5,077 | — | $37.49万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $36.69万 | 0.11% | 990 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $36.56万 | 0.11% | 1,072 | 1,072 | — | $36.56万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $36.50万 | 0.11% | 17,339 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $32.97万 | 0.10% | 456 | 456 | — | $32.97万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.89万 | 0.10% | 431 | 431 | — | $32.89万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $32.19万 | 0.10% | 504 | -277 | -35.5% | -$17.69万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.59万 | 0.09% | 3,424 | -87,851 | -96.2% | -$810.60万 | 减仓 |
| NEM | NEWMONT CORP | $31.53万 | 0.09% | 3,376 | -83,647 | -96.1% | -$781.26万 | 减仓 |
| MCK | MCKESSON CORP | $31.06万 | 0.09% | 411 | -10,315 | -96.2% | -$779.40万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $29.45万 | 0.09% | 1,083 | 1,083 | — | $29.45万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $28.64万 | 0.09% | 417 | -15 | -3.5% | -$1.03万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $28.47万 | 0.09% | 5,888 | -110 | -1.8% | -$5,319 | 减仓 |
| CEMB | ISHARES INC | $28.36万 | 0.08% | 6,212 | -155 | -2.4% | -$7,076 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.25万 | 0.08% | 3,418 | -66 | -1.9% | -$5,456 | 减仓 |
| IBDZ | ISHARES TR | $28.24万 | 0.08% | 10,841 | -165 | -1.5% | -$4,298 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $27.40万 | 0.08% | 3,084 | 3,084 | — | $27.40万 | 新建仓 |
| — | ATAIBECKLEY INC | $26.31万 | 0.08% | 49,922 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $25.74万 | 0.08% | 2,682 | 2,682 | — | $25.74万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $25.01万 | 0.07% | 9,990 | -47 | -0.5% | -$1,176 | 减仓 |
| ALAB | ASTERA LABS INC | $24.83万 | 0.07% | 514 | 514 | — | $24.83万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.19万 | 0.07% | 974 | -27,061 | -96.5% | -$672.12万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $23.76万 | 0.07% | 13,287 | -110 | -0.8% | -$1,967 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.07万 | 0.07% | 1,977 | 1,977 | — | $23.07万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.13万 | 0.07% | 836 | 836 | — | $22.13万 | 新建仓 |
| GEV | GE VERNOVA INC | $21.73万 | 0.06% | 185 | 185 | — | $21.73万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.37万 | 0.06% | 11,323 | 11,323 | — | $21.37万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $21.23万 | 0.06% | 634 | -242 | -27.6% | -$8.10万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.03万 | 0.06% | 706 | 706 | — | $21.03万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $20.16万 | 0.06% | 1,180 | 1,180 | — | $20.16万 | 新建仓 |
| HLF | HERBALIFE LTD | $16.48万 | 0.05% | 12,534 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $13.97万 | 0.04% | 17,101 | -1,048,385 | -98.4% | -$856.53万 | 减仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,708 | -100.0% | -$41.51万 | 清仓 |