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 |
|---|---|---|---|---|---|---|---|---|
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $0 | 0.00% | 0 | -198,399 | -100.0% | -$314.66万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1,539 | -100.0% | -$260.19万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -44,891 | -100.0% | -$228.00万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -10,677 | -100.0% | -$163.56万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -5,487 | -100.0% | -$151.02万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -38,327 | -100.0% | -$136.10万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -5,307 | -100.0% | -$118.47万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -5 | -100.0% | -$2,110 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $20.32万 | 0.06% | 708 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.39万 | 0.06% | 1,583 | 58 | 3.8% | $7,469 | 加仓 |
| PG | PROCTER & GAMBLE CO | $20.41万 | 0.06% | 1,413 | -9 | -0.6% | -$1,300 | 重新持有 |
| ALL | ALLSTATE CORP | $21.15万 | 0.06% | 1,015 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $21.58万 | 0.06% | 4,694 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.16万 | 0.06% | 596 | -244 | -29.0% | -$9.07万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $22.36万 | 0.06% | 3,497 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.98万 | 0.07% | 1,171 | 1,171 | — | $22.98万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.67万 | 0.07% | 347 | -1 | -0.3% | -$682 | 重新持有 |
| — | ISHARES INC 看跌期权 | $24.60万 | 0.07% | 2,000 | 2,000 | — | $24.60万 | 新建仓 |
| — | ETF SER SOLUTIONS 看跌期权 | $24.63万 | 0.07% | 10,000 | 10,000 | — | $24.63万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.76万 | 0.07% | 5,283 | 296 | 5.9% | $1.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $25.29万 | 0.07% | 1,182 | -191 | -13.9% | -$4.09万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.39万 | 0.07% | 2,221 | 61 | 2.8% | $6,974 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $26.22万 | 0.07% | 10,933 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $26.62万 | 0.08% | 2,738 | 120 | 4.6% | $1.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.84万 | 0.08% | 1,180 | -2 | -0.2% | -$489 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.25万 | 0.09% | 895 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $31.99万 | 0.09% | 1,310 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.70万 | 0.09% | 1,052 | -3 | -0.3% | -$932 | 减仓 |
| — | ISHARES TR 看跌期权 | $32.87万 | 0.09% | 1,000 | 1,000 | — | $32.87万 | 新建仓 |
| — | MICRON TECHNOLOGY INC 看跌期权 | $33.78万 | 0.10% | 1,000 | 1,000 | — | $33.78万 | 新建仓 |
| — | PALANTIR TECHNOLOGIES INC 看跌期权 | $36.57万 | 0.10% | 2,500 | 2,500 | — | $36.57万 | 新建仓 |
| — | TESLA INC 看跌期权 | $37.17万 | 0.11% | 1,000 | 1,000 | — | $37.17万 | 新建仓 |
| MRK | MERCK & CO INC | $37.63万 | 0.11% | 3,107 | 107 | 3.6% | $1.30万 | 加仓 |
| CSCO | CISCO SYS INC | $38.17万 | 0.11% | 4,920 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $39.95万 | 0.11% | 2,805 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $42.01万 | 0.12% | 4,689 | -129 | -2.7% | -$1.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $43.70万 | 0.12% | 3,288 | -454 | -12.1% | -$6.03万 | 减仓 |
| SGOV | ISHARES TR | $45.30万 | 0.13% | 4,500 | -800 | -15.1% | -$8.05万 | 减仓 |
| — | CARVANA CO 看跌期权 | $47.77万 | 0.14% | 1,000 | 1,000 | — | $47.77万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $48.09万 | 0.14% | 2,093 | -481 | -18.7% | -$11.05万 | 减仓 |
| WMT | WALMART INC | $50.51万 | 0.14% | 4,056 | -117 | -2.8% | -$1.46万 | 减仓 |
| HD | HOME DEPOT INC | $51.11万 | 0.15% | 1,554 | 23 | 1.5% | $7,564 | 加仓 |
| ADBE | ADOBE INC | $52.94万 | 0.15% | 2,178 | -80 | -3.5% | -$1.94万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.26万 | 0.16% | 9,440 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.90万 | 0.16% | 561 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.90万 | 0.16% | 7,052 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $58.04万 | 0.17% | 1,329 | -11 | -0.8% | -$4,804 | 减仓 |
| — | SELECT SECTOR SPDR TR 看跌期权 | $61.26万 | 0.17% | 10,000 | 10,000 | — | $61.26万 | 新建仓 |
| — | ISHARES TR 看跌期权 | $62.00万 | 0.18% | 2,500 | 2,500 | — | $62.00万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $65.27万 | 0.19% | 5,110 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $80.32万 | 0.23% | 20,216 | 7,028 | 53.3% | $27.92万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $86.58万 | 0.25% | 1,500 | 1,500 | — | $86.58万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.71万 | 0.26% | 14,468 | 1,385 | 10.6% | $8.88万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $101.27万 | 0.29% | 16,138 | 382 | 2.4% | $2.40万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $122.06万 | 0.35% | 2,874 | 258 | 9.9% | $10.96万 | 加仓 |
| ZS | ZSCALER INC | $126.58万 | 0.36% | 9,023 | 406 | 4.7% | $5.70万 | 加仓 |
| VICI | VICI PPTYS INC | $144.60万 | 0.41% | 52,072 | 1,252 | 2.5% | $3.48万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $145.28万 | 0.41% | 4,803 | 64 | 1.4% | $1.94万 | 加仓 |
| BAC | BANK AMERICA CORP | $146.76万 | 0.42% | 30,104 | 30,104 | — | $146.76万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $148.43万 | 0.42% | 20,636 | 1,571 | 8.2% | $11.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $155.55万 | 0.44% | 2,695 | -28 | -1.0% | -$1.62万 | 减仓 |
| EQNR | EQUINOR ASA | $160.25万 | 0.46% | 37,974 | 37,974 | — | $160.25万 | 新建仓 |
| SYK | STRYKER CORPORATION | $160.35万 | 0.46% | 4,867 | 30 | 0.6% | $9,884 | 加仓 |
| D | DOMINION ENERGY INC | $163.63万 | 0.47% | 26,469 | 1,150 | 4.5% | $7.11万 | 加仓 |
| MCK | MCKESSON CORP | $166.31万 | 0.47% | 1,920 | 1,554 | 424.6% | $134.60万 | 加仓 |
| NFLX | NETFLIX INC. | $170.43万 | 0.49% | 17,725 | -75 | -0.4% | -$7,211 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $176.34万 | 0.50% | 3,949 | 162 | 4.3% | $7.23万 | 加仓 |
| DASH | DOORDASH INC | $177.49万 | 0.51% | 11,821 | 112 | 1.0% | $1.68万 | 加仓 |
| PGR | PROGRESSIVE CORP | $180.04万 | 0.51% | 9,082 | 601 | 7.1% | $11.91万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $183.73万 | 0.52% | 3,789 | 60 | 1.6% | $2.91万 | 加仓 |
| UNP | UNION PAC CORP | $184.72万 | 0.53% | 7,614 | 44 | 0.6% | $1.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.70万 | 0.53% | 3,917 | 507 | 14.9% | $24.30万 | 加仓 |
| T | AT&T INC | $188.01万 | 0.54% | 64,855 | 12,534 | 24.0% | $36.34万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $188.55万 | 0.54% | 9,149 | 29 | 0.3% | $5,976 | 加仓 |
| SAP | SAP SE | $189.90万 | 0.54% | 11,091 | 128 | 1.2% | $2.19万 | 加仓 |
| GOOGL | ALPHABET INC | $193.03万 | 0.55% | 6,713 | -146 | -2.1% | -$4.20万 | 减仓 |
| SPGI | S&P GLOBAL INC | $195.57万 | 0.56% | 4,598 | -1 | -0.0% | -$425 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $200.39万 | 0.57% | 39,919 | 7,063 | 21.5% | $35.46万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $200.54万 | 0.57% | 5,843 | 19 | 0.3% | $6,521 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $204.74万 | 0.58% | 5,705 | 17 | 0.3% | $6,101 | 加仓 |
| ORCL | ORACLE CORP | $205.26万 | 0.58% | 13,953 | 322 | 2.4% | $4.74万 | 加仓 |
| ABBV | ABBVIE INC | $212.03万 | 0.60% | 9,749 | -152 | -1.5% | -$3.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $215.40万 | 0.61% | 3,303 | -2,222 | -40.2% | -$144.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $219.18万 | 0.62% | 3,668 | 49 | 1.4% | $2.93万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $220.01万 | 0.63% | 16,802 | 97 | 0.6% | $1.27万 | 加仓 |
| SRE | SEMPRA | $221.39万 | 0.63% | 22,737 | 15,811 | 228.3% | $153.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $227.46万 | 0.65% | 6,590 | 3 | 0.0% | $1,035 | 加仓 |
| SO | SOUTHERN CO | $227.95万 | 0.65% | 23,617 | 726 | 3.2% | $7.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $240.46万 | 0.68% | 5,216 | 27 | 0.5% | $1.24万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $250.09万 | 0.71% | 6,583 | -3 | -0.0% | -$1,140 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $256.92万 | 0.73% | 43,322 | 4,085 | 10.4% | $24.23万 | 加仓 |
| TMUS | T-MOBILE US INC | $259.09万 | 0.74% | 12,336 | 215 | 1.8% | $4.52万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $263.94万 | 0.75% | 28,417 | 109 | 0.4% | $1.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $266.30万 | 0.76% | 15,964 | 3 | 0.0% | $500 | 加仓 |
| DE | DEERE & CO | $266.76万 | 0.76% | 4,722 | 15 | 0.3% | $8,474 | 加仓 |
| CME | CME GROUP INC | $269.72万 | 0.77% | 9,132 | 38 | 0.4% | $1.12万 | 加仓 |
| UBS | UBS GROUP AG | $272.88万 | 0.78% | 69,843 | 117 | 0.2% | $4,571 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $275.95万 | 0.79% | 2,381 | 38 | 1.6% | $4.40万 | 加仓 |
| KR | KROGER CO | $276.43万 | 0.79% | 38,201 | 236 | 0.6% | $1.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $279.85万 | 0.80% | 7,168 | 68 | 1.0% | $2.65万 | 加仓 |