Cadence Wealth Management LLC
WESTBOROUGH MA · SEC CIK 0001845250
$2.40亿2026Q1 申报市值
58持仓数
80.7%前十大占比 · 第一大 20.0%
2 / 0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
EDV 加仓+$1,112.29万
IEF 加仓+$349.02万
MTDR 新建仓+$98.10万
CALM 加仓+$55.36万
DINO 加仓+$45.21万
2026Q1 卖出最多 按季末市值估算
XOP 减仓-$526.09万
TLT 减仓-$201.11万
CEF 减仓-$97.44万
SLV 减仓-$24.84万
PAAS 减仓-$21.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.56万 | 0.04% | 18,745 | 652 | 3.6% | $3,325 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.00万 | 0.09% | 8,484 | 80 | 1.0% | $1,980 | 加仓 |
| TSLA | TESLA INC | $21.55万 | 0.09% | 580 | 26 | 4.7% | $9,662 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.06万 | 0.09% | 3,442 | -710 | -17.1% | -$4.55万 | 减仓 |
| ES | EVERSOURCE ENERGY | $24.52万 | 0.10% | 3,540 | 18 | 0.5% | $1,247 | 加仓 |
| CVS | CVS HEALTH CORP | $25.85万 | 0.11% | 3,599 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $28.17万 | 0.12% | 14,320 | 14,320 | — | $28.17万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $28.59万 | 0.12% | 1,551 | -252 | -14.0% | -$4.65万 | 减仓 |
| EEM | ISHARES TR | $28.71万 | 0.12% | 5,055 | -2,193 | -30.3% | -$12.45万 | 减仓 |
| AMZN | AMAZON COM INC | $29.96万 | 0.12% | 1,438 | 81 | 6.0% | $1.69万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $31.98万 | 0.13% | 14,529 | 1,845 | 14.5% | $4.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.00万 | 0.14% | 1,029 | -111 | -9.7% | -$3.56万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $36.96万 | 0.15% | 5,890 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $37.57万 | 0.16% | 14,652 | 263 | 1.8% | $6,743 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.31万 | 0.17% | 691 | -19 | -2.7% | -$1.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.41万 | 0.19% | 3,341 | 118 | 3.7% | $1.57万 | 加仓 |
| AAPL | APPLE INC | $52.15万 | 0.22% | 2,055 | -39 | -1.9% | -$9,897 | 减仓 |
| ICL | ICL GROUP LTD | $56.99万 | 0.24% | 110,559 | 14,909 | 15.6% | $7.68万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $63.70万 | 0.27% | 3,702 | 150 | 4.2% | $2.58万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $71.12万 | 0.30% | 13,945 | -4,068 | -22.6% | -$20.75万 | 减仓 |
| VALE | VALE S A | $73.87万 | 0.31% | 46,432 | 2,788 | 6.4% | $4.44万 | 加仓 |
| EOG | EOG RES INC | $77.46万 | 0.32% | 5,358 | 422 | 8.5% | $6.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $78.83万 | 0.33% | 4,520 | -63 | -1.4% | -$1.10万 | 减仓 |
| ITOT | ISHARES TR | $81.50万 | 0.34% | 5,722 | 209 | 3.8% | $2.98万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $84.58万 | 0.35% | 10,686 | 6,994 | 189.4% | $55.36万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $86.16万 | 0.36% | 4,356 | 700 | 19.1% | $13.85万 | 加仓 |
| ALB | ALBEMARLE CORP | $89.45万 | 0.37% | 4,982 | 87 | 1.8% | $1.56万 | 加仓 |
| MTDR | MATADOR RES CO | $98.10万 | 0.41% | 15,527 | 15,527 | — | $98.10万 | 新建仓 |
| — | COTERRA ENERGY INC | $105.43万 | 0.44% | 30,003 | 1,815 | 6.4% | $6.38万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $107.53万 | 0.45% | 22,067 | 1,805 | 8.9% | $8.80万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $112.21万 | 0.47% | 91,080 | -10,062 | -9.9% | -$12.40万 | 减仓 |
| META | META PLATFORMS INC | $120.54万 | 0.50% | 2,107 | 18 | 0.9% | $1.03万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $126.49万 | 0.53% | 17,389 | 1,225 | 7.6% | $8.91万 | 加仓 |
| NTR | NUTRIEN LTD | $127.72万 | 0.53% | 16,926 | 1,505 | 9.8% | $11.36万 | 加仓 |
| KGC | KINROSS GOLD CORP | $127.85万 | 0.53% | 41,889 | 950 | 2.3% | $2.90万 | 加仓 |
| MOS | MOSAIC CO | $128.56万 | 0.54% | 50,414 | 15,176 | 43.1% | $38.70万 | 加仓 |
| B | BARRICK MNG CORP | $131.62万 | 0.55% | 32,268 | -1,188 | -3.6% | -$4.85万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $134.60万 | 0.56% | 6,631 | -450 | -6.4% | -$9.13万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $135.77万 | 0.57% | 24,852 | -3,922 | -13.6% | -$21.43万 | 减仓 |
| BTG | B2GOLD CORP | $135.99万 | 0.57% | 300,199 | 72,881 | 32.1% | $33.02万 | 加仓 |
| TS | TENARIS S A | $137.94万 | 0.58% | 23,710 | 1,698 | 7.7% | $9.88万 | 加仓 |
| NEM | NEWMONT CORP | $141.07万 | 0.59% | 13,032 | -865 | -6.2% | -$9.36万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $146.24万 | 0.61% | 40,589 | 1,247 | 3.2% | $4.49万 | 加仓 |
| RIO | RIO TINTO PLC | $150.75万 | 0.63% | 16,159 | 1,006 | 6.6% | $9.38万 | 加仓 |
| SSRM | SSR MINING IN | $153.26万 | 0.64% | 52,178 | 9,609 | 22.6% | $28.22万 | 加仓 |
| DINO | HF SINCLAIR CORP | $163.92万 | 0.68% | 26,274 | 7,246 | 38.1% | $45.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $359.01万 | 1.50% | 66,422 | 2,747 | 4.3% | $14.85万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $496.39万 | 2.07% | 66,097 | -280 | -0.4% | -$2.10万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $673.02万 | 2.81% | 90,132 | 1,515 | 1.7% | $11.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $687.36万 | 2.87% | 225,363 | 4,304 | 1.9% | $13.13万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,021.66万 | 4.26% | 214,094 | -20,419 | -8.7% | -$97.44万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,046.28万 | 4.36% | 170,793 | 1,578 | 0.9% | $9.67万 | 加仓 |
| IEF | ISHARES TR | $1,141.69万 | 4.76% | 119,624 | 36,570 | 44.0% | $349.02万 | 加仓 |
| GLD | SPDR GOLD TR | $1,610.32万 | 6.72% | 37,424 | 242 | 0.7% | $10.41万 | 加仓 |
| SLV | ISHARES SILVER TR | $2,129.54万 | 8.88% | 312,524 | -3,645 | -1.2% | -$24.84万 | 减仓 |
| EDV | VANGUARD WORLD FD | $2,491.50万 | 10.39% | 383,603 | 171,253 | 80.6% | $1,112.29万 | 加仓 |
| XOP | SPDR SERIES TRUST | $3,763.72万 | 15.70% | 206,991 | -28,933 | -12.3% | -$526.09万 | 减仓 |
| TLT | ISHARES TR | $4,783.34万 | 19.96% | 551,775 | -23,199 | -4.0% | -$201.11万 | 减仓 |