13F 机构持仓

Enclave Advisors LLC

AUSTIN TX · SEC CIK 0001836110

2026Q22026Q1 更早 9 个季度 🔒
$7.29亿2026Q1 申报市值
132持仓数
49.5%前十大占比 · 第一大 7.9%
16 / 8新建仓 / 清仓
申报市值走势$7.90亿2026Q2
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 7.9%
IWB 7.9%
VIG 7.3%
JPIE 5.5%
VO 5.1%
XAR 4.6%
VGT 3.5%
VUG 2.6%
WMT 2.5%
QQQM 2.5%

2026Q1 买入最多 按季末市值估算

VGIT 加仓+$1,448.73万
AMZN 加仓+$1,019.44万
QQQM 加仓+$710.39万
IJH 加仓+$593.38万
SCHD 加仓+$472.84万

2026Q1 卖出最多 按季末市值估算

CIBR 清仓-$2,356.10万
IEI 减仓-$1,041.43万
AMLP 减仓-$556.19万
VIG 减仓-$393.54万
MSFT 减仓-$294.84万

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
VCRB VANGUARD MALVERN FDS $370.31万0.51%47,855 3,9268.9% $30.38万 加仓
VUSB VANGUARD BD INDEX FDS $411.09万0.56%82,572 -4,977-5.7% -$24.78万 减仓
IWF ISHARES TR $422.69万0.58%9,913 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $432.33万0.59%33,000 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP 看跌期权 $432.33万0.59%33,000 33,000— $432.33万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $433.54万0.59%6,666 530.8% $3.45万 加仓
SCHF SCHWAB STRATEGIC TR $436.69万0.60%176,441 60,96152.8% $150.88万 加仓
IJR ISHARES TR $516.12万0.71%41,519 -13,142-24.0% -$163.37万 减仓
SCHD SCHWAB STRATEGIC TR $620.31万0.85%202,188 154,119320.6% $472.84万 加仓
GOOGL ALPHABET INC $642.94万0.88%22,359 4,71626.7% $135.61万 加仓
PLTR PALANTIR TECHNOLOGIES INC $670.69万0.92%45,850 7521.7% $11.00万 加仓
MSFT MICROSOFT CORP $737.26万1.01%19,917 -7,965-28.6% -$294.84万 减仓
IDV ISHARES TR $752.77万1.03%176,872 35,48725.1% $151.03万 加仓
JPST J P MORGAN EXCHANGE TRADED F $798.16万1.09%157,708 -27,438-14.8% -$138.86万 减仓
AAPL APPLE INC $800.03万1.10%31,523 -35-0.1% -$8,883 减仓
NEM NEWMONT CORP 看跌期权 $805.38万1.10%74,400 74,400— $805.38万 新建仓
NEM NEWMONT CORP $807.30万1.11%74,577 900.1% $9,743 加仓
XLE SELECT SECTOR SPDR TR $821.44万1.13%134,091 -46,536-25.8% -$285.08万 减仓
AEM AGNICO EAGLE MINES LTD $840.34万1.15%41,400 -1,620-3.8% -$32.88万 减仓
AEM AGNICO EAGLE MINES LTD 看跌期权 $840.34万1.15%41,400 41,400— $840.34万 新建仓
NVDA NVIDIA CORPORATION $973.51万1.33%55,820 1730.3% $3.02万 加仓
KO COCA COLA CO $991.96万1.36%130,435 -50-0.0% -$3,803 减仓
SCHX SCHWAB STRATEGIC TR $1,165.85万1.60%454,701 1,4180.3% $3.64万 加仓
— EXXON MOBIL CORP $1,231.61万1.69%72,593 -796-1.1% -$13.50万 减仓
VOO VANGUARD INDEX FDS $1,315.86万1.80%22,021 7383.5% $44.10万 加仓
IJH ISHARES TR $1,378.62万1.89%204,150 87,86975.6% $593.38万 加仓
AMZN AMAZON COM INC $1,596.66万2.19%76,663 48,948176.6% $1,019.44万 加仓
IWM ISHARES TR $1,604.82万2.20%64,710 14,74929.5% $365.78万 加仓
VGIT VANGUARD SCOTTSDALE FDS $1,634.71万2.24%274,511 243,279778.9% $1,448.73万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,739.89万2.39%271,519 47,61521.3% $305.12万 加仓
IEFA ISHARES TR $1,777.24万2.44%196,315 44,68829.5% $404.56万 加仓
QQQM INVESCO EXCH TRADED FD TR II $1,823.58万2.50%76,743 29,89663.8% $710.39万 加仓
WMT WALMART INC $1,837.41万2.52%147,796 7,6975.5% $95.69万 加仓
VUG VANGUARD INDEX FDS $1,884.07万2.58%43,134 3,5879.1% $156.68万 加仓
VGT VANGUARD WORLD FD $2,547.41万3.49%36,510 -1,254-3.3% -$87.50万 减仓
XAR SPDR SERIES TRUST $3,387.42万4.64%133,374 3,3892.6% $86.07万 加仓
VO VANGUARD INDEX FDS $3,748.61万5.14%130,532 11,4059.6% $327.53万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $4,045.35万5.55%878,087 -59,292-6.3% -$273.16万 减仓
VIG VANGUARD SPECIALIZED FUNDS $5,309.97万7.28%246,907 -18,299-6.9% -$393.54万 减仓
IWB ISHARES TR $5,761.26万7.90%161,579 -651-0.4% -$23.21万 减仓
IVV ISHARES TR $5,795.80万7.95%88,728 1,8422.1% $120.32万 加仓