13F 机构持仓

Cadence Wealth Management LLC

WESTBOROUGH MA · SEC CIK 0001845250

2026Q22026Q1 更早 9 个季度 🔒
$2.23亿2026Q2 申报市值
63持仓数
77.8%前十大占比 · 第一大 14.5%
6 / 2新建仓 / 清仓
申报市值走势$2.23亿2026Q2
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

XOP 14.5%
XLE 12.8%
TLT 11.2%
SLV 8.9%
EDV 8.0%
GLD 6.3%
IEF 6.1%
CEF 3.7%
SCHV 3.6%
GNR 2.7%

2026Q2 买入最多 按季末市值估算

XLE 加仓+$1,949.79万
SLV 加仓+$308.56万
IEF 加仓+$231.22万
DVN 新建仓+$91.68万
XOP 加仓+$55.02万

2026Q2 卖出最多 按季末市值估算

TLT 减仓-$2,276.22万
EDV 减仓-$702.53万
COTERRA ENERGY I 清仓-$105.43万
BSX 清仓-$36.96万
CEF 减仓-$27.94万

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
XOP SPDR SERIES TRUST $3,248.07万14.55%210,558 3,5671.7% $55.02万 加仓
XLE SELECT SECTOR SPDR TR $2,856.88万12.80%537,917 367,124215.0% $1,949.79万 加仓
TLT ISHARES TR $2,492.21万11.16%288,384 -263,391-47.7% -$2,276.22万 减仓
SLV ISHARES SILVER TR $1,979.63万8.87%370,232 57,70818.5% $308.56万 加仓
EDV VANGUARD WORLD FD $1,793.96万8.03%275,654 -107,949-28.1% -$702.53万 减仓
GLD SPDR GOLD TR $1,402.50万6.28%38,072 6481.7% $23.87万 加仓
IEF ISHARES TR $1,362.51万6.10%144,074 24,45020.4% $231.22万 加仓
CEF SPROTT ASSET MANAGEMENT LP $833.36万3.73%207,150 -6,944-3.2% -$27.94万 减仓
SCHV SCHWAB STRATEGIC TR $800.34万3.58%229,916 4,5532.0% $15.85万 加仓
GNR SPDR INDEX SHS FDS $602.32万2.70%89,485 -647-0.7% -$4.35万 减仓
VEU VANGUARD INTL EQUITY INDEX F $561.66万2.52%67,064 9671.5% $8.10万 加仓
VWO VANGUARD INTL EQUITY INDEX F $403.47万1.81%67,595 1,1731.8% $7.00万 加仓
DINO HF SINCLAIR CORP $191.08万0.86%27,434 1,1604.4% $8.08万 加仓
RIO RIO TINTO PLC $160.63万0.72%16,921 7624.7% $7.23万 加仓
BHP BHP BILLITON LIMITED $151.27万0.68%18,157 7684.4% $6.40万 加仓
SSRM SSR MINING IN $150.89万0.68%53,356 1,1782.3% $3.33万 加仓
HP HELMERICH & PAYNE INC $141.61万0.63%43,253 2,6646.6% $8.72万 加仓
TS TENARIS S A $137.96万0.62%24,863 1,1534.9% $6.40万 加仓
NEM NEWMONT CORP $130.51万0.58%13,974 9427.2% $8.80万 加仓
B BARRICK MNG CORP $128.11万0.57%34,879 2,6118.1% $9.59万 加仓
BTG B2GOLD CORP $121.12万0.54%323,855 23,6567.9% $8.85万 加仓
PAAS PAN AMERN SILVER CORP $120.58万0.54%26,922 2,0708.3% $9.27万 加仓
META META PLATFORMS INC $119.36万0.53%2,119 120.6% $6,760 加仓
MOS MOSAIC CO $116.68万0.52%55,066 4,6529.2% $9.86万 加仓
NTR NUTRIEN LTD $116.06万0.52%18,437 1,5118.9% $9.51万 加仓
EOG EOG RES INC $113.38万0.51%8,740 3,38263.1% $43.87万 加仓
ITOT ISHARES TR $113.26万0.51%6,895 1,17320.5% $19.27万 加仓
AEM AGNICO EAGLE MINES LTD $112.58万0.50%7,257 6269.4% $9.71万 加仓
KGC KINROSS GOLD CORP $105.52万0.47%44,673 2,7846.6% $6.58万 加仓
MTDR MATADOR RES CO $102.76万0.46%20,643 5,11632.9% $25.47万 加仓
NVDA NVIDIA CORPORATION $102.22万0.46%5,108 58813.0% $11.77万 加仓
FANG DIAMONDBACK ENERGY INC $95.20万0.43%5,416 1,06024.3% $18.63万 加仓
CNQ CANADIAN NAT RES LTD MED TER $93.03万0.42%23,551 1,4846.7% $5.86万 加仓
CALM CAL MAINE FOODS INC $92.88万0.42%11,529 8437.9% $6.79万 加仓
DVN DEVON ENERGY CORP NEW $91.68万0.41%22,188 22,188— $91.68万 新建仓
SBSW SIBANYE STILLWATER LTD $87.29万0.39%102,815 11,73512.9% $9.96万 加仓
VOO VANGUARD INDEX FDS $76.09万0.34%1,108 41760.3% $28.64万 加仓
XLK SELECT SECTOR SPDR TR $75.56万0.34%3,966 62518.7% $11.91万 加仓
VALE VALE S A $73.62万0.33%48,947 2,5155.4% $3.78万 加仓
ALB ALBEMARLE CORP $70.29万0.31%5,205 2234.5% $3.01万 加仓
SCCO SOUTHERN COPPER CORP $67.35万0.30%3,865 1634.4% $2.84万 加仓
AAPL APPLE INC $66.15万0.30%2,286 23111.2% $6.68万 加仓
ICL ICL GROUP LTD $59.76万0.27%119,992 9,4338.5% $4.70万 加仓
JMTG J P MORGAN EXCHANGE TRADED F $59.15万0.26%11,672 -2,273-16.3% -$11.52万 减仓
AMD ADVANCED MICRO DEVICES INC $52.96万0.24%912 912— $52.96万 新建仓
SCHX SCHWAB STRATEGIC TR $43.10万0.19%14,646 -6-0.0% -$177 减仓
AMZN AMAZON COM INC $39.05万0.17%1,638 20013.9% $4.77万 加仓
CVS CVS HEALTH CORP $37.02万0.17%3,579 -20-0.6% -$2,069 减仓
EEM ISHARES TR $34.01万0.15%4,972 -83-1.6% -$5,678 减仓
JHMB JOHN HANCOCK EXCHANGE TRADED $33.32万0.15%15,184 6554.5% $1.44万 加仓
VTI VANGUARD INDEX FDS $31.59万0.14%854 -175-17.0% -$6.47万 减仓
VOE VANGUARD INDEX FDS $29.69万0.13%1,502 -49-3.2% -$9,685 减仓
ES EVERSOURCE ENERGY $28.63万0.13%3,962 42211.9% $3.05万 加仓
TSLA TESLA INC $27.37万0.12%651 7112.2% $2.99万 加仓
VEA VANGUARD TAX-MANAGED FDS $24.96万0.11%3,503 611.8% $4,346 加仓
ABBV ABBVIE INC $23.72万0.11%943 943— $23.72万 新建仓
MU MICRON TECHNOLOGY INC $23.57万0.11%204 204— $23.57万 新建仓
SCHF SCHWAB STRATEGIC TR $23.50万0.11%8,484 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $22.94万0.10%307 41.3% $2,989 重新持有
AOA ISHARES TR $21.98万0.10%2,252 2,252— $21.98万 新建仓
SCHA SCHWAB STRATEGIC TR $20.22万0.09%5,596 5,596— $20.22万 新建仓
— INVESCO DB MULTI-SECTOR COMM $19.31万0.09%10,943 -3,377-23.6% -$5.96万 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $9.68万0.04%19,395 6503.5% $3,244 加仓
— COTERRA ENERGY INC $00.00%0 -30,003-100.0% -$105.43万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -5,890-100.0% -$36.96万 清仓