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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $3,584.24万 | 10.21% | 601,887 | 11,276 | 1.9% | $67.15万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,196.66万 | 9.10% | 413,112 | 6,008 | 1.5% | $46.49万 | 加仓 |
| AAPL | APPLE INC | $1,337.75万 | 3.81% | 52,711 | -259 | -0.5% | -$6.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,221.27万 | 3.48% | 70,023 | 465 | 0.7% | $8.11万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,061.87万 | 3.02% | 105,806 | 165 | 0.2% | $1.66万 | 加仓 |
| GOOG | ALPHABET INC | $899.91万 | 2.56% | 31,371 | -345 | -1.1% | -$9.90万 | 减仓 |
| AMZN | AMAZON COM INC | $878.20万 | 2.50% | 42,167 | 360 | 0.9% | $7.50万 | 加仓 |
| GLD | SPDR GOLD TR | $829.81万 | 2.36% | 19,285 | -127 | -0.7% | -$5.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $773.36万 | 2.20% | 20,892 | 204 | 1.0% | $7.55万 | 加仓 |
| AVGO | BROADCOM INC | $750.45万 | 2.14% | 24,246 | 10 | 0.0% | $3,095 | 加仓 |
| SUB | ISHARES TR | $744.20万 | 2.12% | 69,878 | -16,500 | -19.1% | -$175.72万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $620.11万 | 1.77% | 124,295 | -1,839 | -1.5% | -$9.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $608.04万 | 1.73% | 17,942 | -61 | -0.3% | -$2.07万 | 减仓 |
| ASML | ASML HLDG NV | $531.50万 | 1.51% | 4,024 | -19 | -0.5% | -$2.51万 | 减仓 |
| — | EXXON MOBIL CORP | $526.56万 | 1.50% | 31,036 | 3,254 | 11.7% | $55.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $524.98万 | 1.49% | 42,757 | 10 | 0.0% | $1,228 | 加仓 |
| AMAT | APPLIED MATLS INC | $491.04万 | 1.40% | 14,367 | -11 | -0.1% | -$3,760 | 减仓 |
| META | META PLATFORMS INC | $441.11万 | 1.26% | 7,710 | 92 | 1.2% | $5.26万 | 加仓 |
| WMB | WILLIAMS COS INC | $399.66万 | 1.14% | 54,914 | 8,004 | 17.1% | $58.25万 | 加仓 |
| LLY | ELI LILLY & CO | $393.29万 | 1.12% | 4,276 | -5 | -0.1% | -$4,599 | 减仓 |
| CAT | CATERPILLAR INC | $385.05万 | 1.10% | 5,435 | -40 | -0.7% | -$2.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $384.64万 | 1.10% | 13,076 | 136 | 1.1% | $4.00万 | 加仓 |
| IVV | ISHARES TR | $380.44万 | 1.08% | 5,824 | 29 | 0.5% | $1.89万 | 加仓 |
| CVX | CHEVRON CORPORATION | $366.16万 | 1.04% | 17,697 | 2,953 | 20.0% | $61.10万 | 加仓 |
| IAU | ISHARES GOLD TR | $352.54万 | 1.00% | 39,989 | 403 | 1.0% | $3.55万 | 加仓 |
| MS | MORGAN STANLEY | $339.76万 | 0.97% | 20,646 | -9 | -0.0% | -$1,481 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $323.91万 | 0.92% | 96,604 | 96,604 | — | $323.91万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $320.42万 | 0.91% | 11,292 | 2,478 | 28.1% | $70.32万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $300.30万 | 0.86% | 10,684 | 34 | 0.3% | $9,556 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $292.70万 | 0.83% | 18,258 | 843 | 4.8% | $13.51万 | 加仓 |
| CB | CHUBB LTD SWITZ | $284.89万 | 0.81% | 8,715 | 20 | 0.2% | $6,538 | 加仓 |
| V | VISA INC | $280.43万 | 0.80% | 9,278 | 57 | 0.6% | $1.72万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $279.85万 | 0.80% | 7,168 | 68 | 1.0% | $2.65万 | 加仓 |
| KR | KROGER CO | $276.43万 | 0.79% | 38,201 | 236 | 0.6% | $1.71万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $275.95万 | 0.79% | 2,381 | 38 | 1.6% | $4.40万 | 加仓 |
| UBS | UBS GROUP AG | $272.88万 | 0.78% | 69,843 | 117 | 0.2% | $4,571 | 加仓 |
| CME | CME GROUP INC | $269.72万 | 0.77% | 9,132 | 38 | 0.4% | $1.12万 | 加仓 |
| DE | DEERE & CO | $266.76万 | 0.76% | 4,722 | 15 | 0.3% | $8,474 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $266.30万 | 0.76% | 15,964 | 3 | 0.0% | $500 | 加仓 |
| NEE | NEXTERA ENERGY INC | $263.94万 | 0.75% | 28,417 | 109 | 0.4% | $1.01万 | 加仓 |
| TMUS | T-MOBILE US INC | $259.09万 | 0.74% | 12,336 | 215 | 1.8% | $4.52万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $256.92万 | 0.73% | 43,322 | 4,085 | 10.4% | $24.23万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $250.09万 | 0.71% | 6,583 | -3 | -0.0% | -$1,140 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $240.46万 | 0.68% | 5,216 | 27 | 0.5% | $1.24万 | 加仓 |
| SO | SOUTHERN CO | $227.95万 | 0.65% | 23,617 | 726 | 3.2% | $7.01万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $227.46万 | 0.65% | 6,590 | 3 | 0.0% | $1,035 | 加仓 |
| SRE | SEMPRA | $221.39万 | 0.63% | 22,737 | 15,811 | 228.3% | $153.95万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $220.01万 | 0.63% | 16,802 | 97 | 0.6% | $1.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $219.18万 | 0.62% | 3,668 | 49 | 1.4% | $2.93万 | 加仓 |
| 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 |
| ABBV | ABBVIE INC | $212.03万 | 0.60% | 9,749 | -152 | -1.5% | -$3.31万 | 减仓 |
| ORCL | ORACLE CORP | $205.26万 | 0.58% | 13,953 | 322 | 2.4% | $4.74万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $204.74万 | 0.58% | 5,705 | 17 | 0.3% | $6,101 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $200.54万 | 0.57% | 5,843 | 19 | 0.3% | $6,521 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $200.39万 | 0.57% | 39,919 | 7,063 | 21.5% | $35.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $195.57万 | 0.56% | 4,598 | -1 | -0.0% | -$425 | 减仓 |
| GOOGL | ALPHABET INC | $193.03万 | 0.55% | 6,713 | -146 | -2.1% | -$4.20万 | 减仓 |
| SAP | SAP SE | $189.90万 | 0.54% | 11,091 | 128 | 1.2% | $2.19万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $188.55万 | 0.54% | 9,149 | 29 | 0.3% | $5,976 | 加仓 |
| T | AT&T INC | $188.01万 | 0.54% | 64,855 | 12,534 | 24.0% | $36.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.70万 | 0.53% | 3,917 | 507 | 14.9% | $24.30万 | 加仓 |
| UNP | UNION PAC CORP | $184.72万 | 0.53% | 7,614 | 44 | 0.6% | $1.07万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $183.73万 | 0.52% | 3,789 | 60 | 1.6% | $2.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $180.04万 | 0.51% | 9,082 | 601 | 7.1% | $11.91万 | 加仓 |
| DASH | DOORDASH INC | $177.49万 | 0.51% | 11,821 | 112 | 1.0% | $1.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $176.34万 | 0.50% | 3,949 | 162 | 4.3% | $7.23万 | 加仓 |
| NFLX | NETFLIX INC. | $170.43万 | 0.49% | 17,725 | -75 | -0.4% | -$7,211 | 减仓 |
| MCK | MCKESSON CORP | $166.31万 | 0.47% | 1,920 | 1,554 | 424.6% | $134.60万 | 加仓 |
| D | DOMINION ENERGY INC | $163.63万 | 0.47% | 26,469 | 1,150 | 4.5% | $7.11万 | 加仓 |
| SYK | STRYKER CORPORATION | $160.35万 | 0.46% | 4,867 | 30 | 0.6% | $9,884 | 加仓 |
| EQNR | EQUINOR ASA | $160.25万 | 0.46% | 37,974 | 37,974 | — | $160.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $155.55万 | 0.44% | 2,695 | -28 | -1.0% | -$1.62万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $148.43万 | 0.42% | 20,636 | 1,571 | 8.2% | $11.30万 | 加仓 |
| BAC | BANK AMERICA CORP | $146.76万 | 0.42% | 30,104 | 30,104 | — | $146.76万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $145.28万 | 0.41% | 4,803 | 64 | 1.4% | $1.94万 | 加仓 |
| VICI | VICI PPTYS INC | $144.60万 | 0.41% | 52,072 | 1,252 | 2.5% | $3.48万 | 加仓 |
| ZS | ZSCALER INC | $126.58万 | 0.36% | 9,023 | 406 | 4.7% | $5.70万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $122.06万 | 0.35% | 2,874 | 258 | 9.9% | $10.96万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $101.27万 | 0.29% | 16,138 | 382 | 2.4% | $2.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.71万 | 0.26% | 14,468 | 1,385 | 10.6% | $8.88万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $86.58万 | 0.25% | 1,500 | 1,500 | — | $86.58万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $80.32万 | 0.23% | 20,216 | 7,028 | 53.3% | $27.92万 | 加仓 |
| XBI | SPDR SERIES TRUST | $65.27万 | 0.19% | 5,110 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR 看跌期权 | $62.00万 | 0.18% | 2,500 | 2,500 | — | $62.00万 | 新建仓 |
| — | SELECT SECTOR SPDR TR 看跌期权 | $61.26万 | 0.17% | 10,000 | 10,000 | — | $61.26万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $58.04万 | 0.17% | 1,329 | -11 | -0.8% | -$4,804 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.90万 | 0.16% | 7,052 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.90万 | 0.16% | 561 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.26万 | 0.16% | 9,440 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $52.94万 | 0.15% | 2,178 | -80 | -3.5% | -$1.94万 | 减仓 |
| HD | HOME DEPOT INC | $51.11万 | 0.15% | 1,554 | 23 | 1.5% | $7,564 | 加仓 |
| WMT | WALMART INC | $50.51万 | 0.14% | 4,056 | -117 | -2.8% | -$1.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $48.09万 | 0.14% | 2,093 | -481 | -18.7% | -$11.05万 | 减仓 |
| — | CARVANA CO 看跌期权 | $47.77万 | 0.14% | 1,000 | 1,000 | — | $47.77万 | 新建仓 |
| SGOV | ISHARES TR | $45.30万 | 0.13% | 4,500 | -800 | -15.1% | -$8.05万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $43.70万 | 0.12% | 3,288 | -454 | -12.1% | -$6.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $42.01万 | 0.12% | 4,689 | -129 | -2.7% | -$1.16万 | 减仓 |
| ITOT | ISHARES TR | $39.95万 | 0.11% | 2,805 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $38.17万 | 0.11% | 4,920 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.63万 | 0.11% | 3,107 | 107 | 3.6% | $1.30万 | 加仓 |