Alaethes Wealth, LLC
GLENBROOK NV · SEC CIK 0001859677
$3.51亿2026Q1 申报市值
124持仓数
41.4%前十大占比 · 第一大 10.2%
14 / 8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
KMI 新建仓+$323.91万
EQNR 新建仓+$160.25万
SRE 加仓+$153.95万
BAC 新建仓+$146.76万
MCK 加仓+$134.60万
2026Q1 卖出最多 按季末市值估算
MUFG 清仓-$314.66万
FICO 清仓-$260.19万
FCX 清仓-$228.00万
SUB 减仓-$175.72万
NOW 清仓-$163.56万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $280.43万 | 0.80% | 9,278 | 57 | 0.6% | $1.72万 | 加仓 |
| CB | CHUBB LTD SWITZ | $284.89万 | 0.81% | 8,715 | 20 | 0.2% | $6,538 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $292.70万 | 0.83% | 18,258 | 843 | 4.8% | $13.51万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $300.30万 | 0.86% | 10,684 | 34 | 0.3% | $9,556 | 加仓 |
| LNG | CHENIERE ENERGY INC | $320.42万 | 0.91% | 11,292 | 2,478 | 28.1% | $70.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $323.91万 | 0.92% | 96,604 | 96,604 | — | $323.91万 | 新建仓 |
| MS | MORGAN STANLEY | $339.76万 | 0.97% | 20,646 | -9 | -0.0% | -$1,481 | 减仓 |
| IAU | ISHARES GOLD TR | $352.54万 | 1.00% | 39,989 | 403 | 1.0% | $3.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $366.16万 | 1.04% | 17,697 | 2,953 | 20.0% | $61.10万 | 加仓 |
| IVV | ISHARES TR | $380.44万 | 1.08% | 5,824 | 29 | 0.5% | $1.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $384.64万 | 1.10% | 13,076 | 136 | 1.1% | $4.00万 | 加仓 |
| CAT | CATERPILLAR INC | $385.05万 | 1.10% | 5,435 | -40 | -0.7% | -$2.83万 | 减仓 |
| LLY | ELI LILLY & CO | $393.29万 | 1.12% | 4,276 | -5 | -0.1% | -$4,599 | 减仓 |
| WMB | WILLIAMS COS INC | $399.66万 | 1.14% | 54,914 | 8,004 | 17.1% | $58.25万 | 加仓 |
| META | META PLATFORMS INC | $441.11万 | 1.26% | 7,710 | 92 | 1.2% | $5.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $491.04万 | 1.40% | 14,367 | -11 | -0.1% | -$3,760 | 减仓 |
| ANET | ARISTA NETWORKS INC | $524.98万 | 1.49% | 42,757 | 10 | 0.0% | $1,228 | 加仓 |
| — | EXXON MOBIL CORP | $526.56万 | 1.50% | 31,036 | 3,254 | 11.7% | $55.21万 | 加仓 |
| ASML | ASML HLDG NV | $531.50万 | 1.51% | 4,024 | -19 | -0.5% | -$2.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $608.04万 | 1.73% | 17,942 | -61 | -0.3% | -$2.07万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $620.11万 | 1.77% | 124,295 | -1,839 | -1.5% | -$9.17万 | 减仓 |
| SUB | ISHARES TR | $744.20万 | 2.12% | 69,878 | -16,500 | -19.1% | -$175.72万 | 减仓 |
| AVGO | BROADCOM INC | $750.45万 | 2.14% | 24,246 | 10 | 0.0% | $3,095 | 加仓 |
| MSFT | MICROSOFT CORP | $773.36万 | 2.20% | 20,892 | 204 | 1.0% | $7.55万 | 加仓 |
| GLD | SPDR GOLD TR | $829.81万 | 2.36% | 19,285 | -127 | -0.7% | -$5.46万 | 减仓 |
| AMZN | AMAZON COM INC | $878.20万 | 2.50% | 42,167 | 360 | 0.9% | $7.50万 | 加仓 |
| GOOG | ALPHABET INC | $899.91万 | 2.56% | 31,371 | -345 | -1.1% | -$9.90万 | 减仓 |
| CLIP | GLOBAL X FDS | $1,061.87万 | 3.02% | 105,806 | 165 | 0.2% | $1.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,221.27万 | 3.48% | 70,023 | 465 | 0.7% | $8.11万 | 加仓 |
| AAPL | APPLE INC | $1,337.75万 | 3.81% | 52,711 | -259 | -0.5% | -$6.57万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,196.66万 | 9.10% | 413,112 | 6,008 | 1.5% | $46.49万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,584.24万 | 10.21% | 601,887 | 11,276 | 1.9% | $67.15万 | 加仓 |