Red Wave Investments LLC
DILLSBURG PA · SEC CIK 0001846493
$3.94亿2026Q2 申报市值
122持仓数
56.1%前十大占比 · 第一大 13.0%
11 / 4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
MSFT 加仓+$1,560.87万
VBIL 加仓+$235.71万
CHYM 加仓+$184.49万
VTI 加仓+$151.61万
QQQ 加仓+$84.02万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$126.95万
FLY 减仓-$108.99万
MU 减仓-$44.56万
VUSB 减仓-$44.00万
VTV 减仓-$40.75万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $24.37万 | 0.06% | 11,774 | 26 | 0.2% | $538 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.96万 | 0.06% | 1,385 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.58万 | 0.06% | 1,190 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $22.58万 | 0.06% | 1,787 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.52万 | 0.06% | 622 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.52万 | 0.06% | 2,482 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $22.25万 | 0.06% | 3,258 | 3,258 | — | $22.25万 | 新建仓 |
| UNP | UNION PAC CORP | $22.20万 | 0.06% | 816 | 816 | — | $22.20万 | 新建仓 |
| VST | VISTRA CORP | $21.83万 | 0.06% | 1,376 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $21.61万 | 0.05% | 1,335 | 0 | 0.0% | — | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $21.29万 | 0.05% | 7,351 | 7,351 | — | $21.29万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.28万 | 0.05% | 787 | -90 | -10.3% | -$2.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $21.15万 | 0.05% | 308 | 308 | — | $21.15万 | 新建仓 |
| IWM | ISHARES TR | $21.06万 | 0.05% | 701 | 701 | — | $21.06万 | 新建仓 |
| LOW | LOWES COS INC | $21.06万 | 0.05% | 955 | -17 | -1.7% | -$3,748 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $21.01万 | 0.05% | 2,928 | 2,928 | — | $21.01万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.91万 | 0.05% | 339 | 339 | — | $20.91万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.75万 | 0.05% | 2,912 | 2,912 | — | $20.75万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.60万 | 0.05% | 2,001 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $20.43万 | 0.05% | 1,413 | 1,413 | — | $20.43万 | 新建仓 |
| HON | HONEYWELL INTL INC | $20.21万 | 0.05% | 903 | -982 | -52.1% | -$21.98万 | 减仓 |
| — | QUANTUM SI INC | $3.27万 | 0.01% | 37,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,348 | -100.0% | -$26.73万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -929 | -100.0% | -$22.58万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$14.63万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -901 | -100.0% | -$13.18万 | 清仓 |