Alaethes Wealth, LLC
GLENBROOK NV · SEC CIK 0001859677
$3.45亿2026Q2 申报市值
111持仓数
39.4%前十大占比 · 第一大 10.1%
11 / 24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
VCRM 新建仓+$1,225.60万
KLAC 新建仓+$373.52万
VCRB 加仓+$305.61万
SPGI 新建仓+$187.58万
LIN 新建仓+$184.90万
2026Q2 卖出最多 按季末市值估算
VGIT 清仓-$3,584.24万
SUB 清仓-$744.20万
VTEB 清仓-$620.11万
TMUS 清仓-$259.09万
ORCL 清仓-$205.26万
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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $282.05万 | 0.82% | 5,697 | -8 | -0.1% | -$3,961 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $291.52万 | 0.85% | 15,984 | 20 | 0.1% | $3,648 | 加仓 |
| CVX | CHEVRON CORPORATION | $292.06万 | 0.85% | 17,619 | -78 | -0.4% | -$1.29万 | 减仓 |
| CB | CHUBB LIMITED | $298.12万 | 0.87% | 8,723 | 8 | 0.1% | $2,734 | 加仓 |
| DE | DEERE & CO | $299.91万 | 0.87% | 4,716 | -6 | -0.1% | -$3,816 | 减仓 |
| IAU | ISHARES GOLD TR | $302.90万 | 0.88% | 40,114 | 125 | 0.3% | $9,439 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $306.77万 | 0.89% | 95,956 | -648 | -0.7% | -$2.07万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $317.29万 | 0.92% | 2,382 | 1 | 0.0% | $1,332 | 加仓 |
| V | VISA INC | $318.20万 | 0.92% | 9,274 | -4 | -0.0% | -$1,372 | 减仓 |
| UBS | UBS GROUP AG | $345.59万 | 1.00% | 69,731 | -112 | -0.2% | -$5,551 | 减仓 |
| KLAC | KLA CORP | $373.52万 | 1.08% | 12,380 | 12,380 | — | $373.52万 | 新建仓 |
| WMB | WILLIAMS COS INC | $407.04万 | 1.18% | 54,754 | -160 | -0.3% | -$1.19万 | 减仓 |
| — | EXXON MOBIL CORP | $423.57万 | 1.23% | 30,981 | -55 | -0.2% | -$7,520 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $427.78万 | 1.24% | 13,069 | -7 | -0.1% | -$2,291 | 减仓 |
| META | META PLATFORMS INC | $429.57万 | 1.25% | 7,626 | -84 | -1.1% | -$4.73万 | 减仓 |
| MS | MORGAN STANLEY | $430.86万 | 1.25% | 20,612 | -34 | -0.2% | -$7,107 | 减仓 |
| IVV | ISHARES TR | $443.43万 | 1.29% | 5,921 | 97 | 1.7% | $7.26万 | 加仓 |
| LLY | ELI LILLY & CO | $511.32万 | 1.48% | 4,263 | -13 | -0.3% | -$1.56万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $537.26万 | 1.56% | 7,040 | -128 | -1.8% | -$9.77万 | 减仓 |
| CAT | CATERPILLAR INC | $573.98万 | 1.67% | 5,390 | -45 | -0.8% | -$4.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $621.80万 | 1.80% | 18,234 | -24 | -0.1% | -$8,184 | 减仓 |
| GLD | SPDR GOLD TR | $709.09万 | 2.06% | 19,249 | -36 | -0.2% | -$1.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $720.23万 | 2.09% | 42,396 | -361 | -0.8% | -$6.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $777.71万 | 2.26% | 20,849 | -43 | -0.2% | -$1.60万 | 减仓 |
| ASML | ASML HLDG NV | $795.58万 | 2.31% | 3,999 | -25 | -0.6% | -$4.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $844.86万 | 2.45% | 17,656 | -286 | -1.6% | -$13.69万 | 减仓 |
| AVGO | BROADCOM INC | $906.69万 | 2.63% | 24,002 | -244 | -1.0% | -$9.22万 | 减仓 |
| AMZN | AMAZON COM INC | $1,005.24万 | 2.92% | 42,177 | 10 | 0.0% | $2,383 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,023.09万 | 2.97% | 14,151 | -216 | -1.5% | -$15.62万 | 减仓 |
| CLIP | GLOBAL X FDS | $1,076.73万 | 3.13% | 107,308 | 1,502 | 1.4% | $15.07万 | 加仓 |
| GOOG | ALPHABET INC | $1,092.53万 | 3.17% | 30,921 | -450 | -1.4% | -$15.90万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $1,225.60万 | 3.56% | 160,419 | 160,419 | — | $1,225.60万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,392.60万 | 4.04% | 69,599 | -424 | -0.6% | -$8.48万 | 减仓 |
| AAPL | APPLE INC | $1,517.78万 | 4.41% | 52,453 | -258 | -0.5% | -$7.47万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,496.19万 | 10.15% | 452,682 | 39,570 | 9.6% | $305.61万 | 加仓 |