CEERA INVESTMENTS, LLC
BELLAIRE TX · SEC CIK 0001860698
$2.28亿2026Q1 申报市值
93持仓数
48.1%前十大占比 · 第一大 16.7%
15 / 10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
JPST 加仓+$778.12万
VOO 重新持有+$520.76万
INTU 新建仓+$454.47万
FICO 新建仓+$262.40万
WDAY 加仓+$197.49万
2026Q1 卖出最多 按季末市值估算
IT 清仓-$641.55万
VSTS 清仓-$530.39万
MOAT 减仓-$394.92万
CME 减仓-$377.84万
NICE 清仓-$291.54万
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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $3,805.84万 | 16.69% | 393,572 | -40,840 | -9.4% | -$394.92万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,999.86万 | 8.77% | 395,152 | 153,749 | 63.7% | $778.12万 | 加仓 |
| GOOGL | ALPHABET INC | $997.52万 | 4.38% | 34,689 | -3,515 | -9.2% | -$101.08万 | 减仓 |
| META | META PLATFORMS INC | $861.57万 | 3.78% | 15,059 | -1,446 | -8.8% | -$82.73万 | 减仓 |
| AAPL | APPLE INC | $650.12万 | 2.85% | 25,616 | -2,737 | -9.7% | -$69.46万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $643.62万 | 2.82% | 21,278 | -2,209 | -9.4% | -$66.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $570.06万 | 2.50% | 9,540 | 8,715 | 1,056.4% | $520.76万 | 重新持有 |
| WTV | WISDOMTREE TR | $489.74万 | 2.15% | 51,698 | -3,100 | -5.7% | -$29.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $486.16万 | 2.13% | 4,879 | -471 | -8.8% | -$46.93万 | 减仓 |
| CPAY | CORPAY INC | $459.12万 | 2.01% | 15,778 | -2,296 | -12.7% | -$66.81万 | 减仓 |
| INTU | INTUIT | $454.47万 | 1.99% | 10,511 | 10,511 | — | $454.47万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $449.41万 | 1.97% | 79,430 | -5,930 | -6.9% | -$33.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $444.74万 | 1.95% | 16,436 | -1,578 | -8.8% | -$42.70万 | 减仓 |
| WDAY | WORKDAY INC | $441.90万 | 1.94% | 34,013 | 15,201 | 80.8% | $197.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $411.05万 | 1.80% | 21,418 | 2,069 | 10.7% | $39.71万 | 加仓 |
| TW | TRADEWEB MKTS INC | $404.56万 | 1.77% | 34,384 | -4,841 | -12.3% | -$56.96万 | 减仓 |
| YELP | YELP INC | $402.80万 | 1.77% | 162,812 | -29,630 | -15.4% | -$73.30万 | 减仓 |
| CRM | SALESFORCE INC | $402.70万 | 1.77% | 21,573 | 1,058 | 5.2% | $19.75万 | 加仓 |
| GPN | GLOBAL PMTS INC | $386.84万 | 1.70% | 57,480 | -6,983 | -10.8% | -$47.00万 | 减仓 |
| VEEV | VEEVA SYS INC | $365.04万 | 1.60% | 20,781 | 2,454 | 13.4% | $43.11万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $332.84万 | 1.46% | 73,588 | -11,252 | -13.3% | -$50.89万 | 减仓 |
| ADBE | ADOBE INC | $327.53万 | 1.44% | 13,474 | -1,669 | -11.0% | -$40.57万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $325.73万 | 1.43% | 6,519 | -551 | -7.8% | -$27.53万 | 减仓 |
| PAYX | PAYCHEX INC | $297.98万 | 1.31% | 32,347 | 12,887 | 66.2% | $118.72万 | 加仓 |
| FRSH | FRESHWORKS INC | $294.86万 | 1.29% | 367,198 | -51,865 | -12.4% | -$41.65万 | 减仓 |
| CPNG | COUPANG INC | $274.13万 | 1.20% | 145,194 | -3,134 | -2.1% | -$5.92万 | 减仓 |
| KVUE | KENVUE INC | $270.45万 | 1.19% | 156,874 | 6,625 | 4.4% | $11.42万 | 加仓 |
| DOCU | DOCUSIGN INC | $268.63万 | 1.18% | 56,662 | -11,147 | -16.4% | -$52.85万 | 减仓 |
| FICO | FAIR ISAAC CORP | $262.40万 | 1.15% | 2,458 | 2,458 | — | $262.40万 | 新建仓 |
| GTLB | GITLAB INC | $254.16万 | 1.11% | 117,449 | -12,207 | -9.4% | -$26.42万 | 减仓 |
| MO | ALTRIA GROUP INC | $237.32万 | 1.04% | 35,963 | -1,810 | -4.8% | -$11.94万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $232.43万 | 1.02% | 30,724 | -12,251 | -28.5% | -$92.68万 | 减仓 |
| IVV | ISHARES TR | $212.03万 | 0.93% | 3,246 | 605 | 22.9% | $39.52万 | 加仓 |
| SPGI | S&P GLOBAL INC | $179.88万 | 0.79% | 4,229 | -511 | -10.8% | -$21.73万 | 减仓 |
| TGT | TARGET CORP | $178.25万 | 0.78% | 14,707 | -269 | -1.8% | -$3.26万 | 减仓 |
| EOG | EOG RES INC | $171.10万 | 0.75% | 11,835 | -44 | -0.4% | -$6,361 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.18万 | 0.69% | 3,301 | 2,000 | 153.7% | $95.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $157.27万 | 0.69% | 2,725 | 784 | 40.4% | $45.25万 | 加仓 |
| TSLA | TESLA INC | $156.25万 | 0.69% | 4,203 | 2,497 | 146.4% | $92.83万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $149.15万 | 0.65% | 21,853 | -5,034 | -18.7% | -$34.36万 | 减仓 |
| HRB | BLOCK H & R INC | $134.03万 | 0.59% | 42,228 | 31,648 | 299.1% | $100.45万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $131.32万 | 0.58% | 22,460 | 2,885 | 14.7% | $16.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $128.17万 | 0.56% | 6,195 | 228 | 3.8% | $4.72万 | 加仓 |
| MORN | MORNINGSTAR INC | $125.71万 | 0.55% | 7,436 | -665 | -8.2% | -$11.24万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $122.86万 | 0.54% | 12,488 | 1,952 | 18.5% | $19.20万 | 加仓 |
| GIS | GENERAL MILLS INC | $113.58万 | 0.50% | 30,516 | 4,327 | 16.5% | $16.11万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $112.10万 | 0.49% | 5,305 | 400 | 8.2% | $8.45万 | 加仓 |
| V | VISA INC | $107.02万 | 0.47% | 3,541 | 103 | 3.0% | $3.11万 | 加仓 |
| ABBV | ABBVIE INC | $105.85万 | 0.46% | 4,867 | -757 | -13.5% | -$16.46万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $102.83万 | 0.45% | 23,880 | 2,500 | 11.7% | $10.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $96.88万 | 0.42% | 31,577 | 31,577 | — | $96.88万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $96.41万 | 0.42% | 10,230 | 10,230 | — | $96.41万 | 新建仓 |
| MSFT | MICROSOFT CORP | $93.28万 | 0.41% | 2,520 | 176 | 7.5% | $6.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $88.51万 | 0.39% | 5,075 | 1,579 | 45.2% | $27.54万 | 加仓 |
| CME | CME GROUP INC | $70.71万 | 0.31% | 2,394 | -12,793 | -84.2% | -$377.84万 | 减仓 |
| GOOG | ALPHABET INC | $69.74万 | 0.31% | 2,431 | 2,431 | — | $69.74万 | 新建仓 |
| TBIL | RBB FD INC | $67.84万 | 0.30% | 13,607 | -845 | -5.8% | -$4.21万 | 减仓 |
| UL | UNILEVER PLC | $64.58万 | 0.28% | 11,336 | -610 | -5.1% | -$3.48万 | 减仓 |
| BIL | SPDR SERIES TRUST | $61.67万 | 0.27% | 6,730 | -610 | -8.3% | -$5.59万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $55.89万 | 0.25% | 33,670 | -1,900 | -5.3% | -$3.15万 | 减仓 |
| MRK | MERCK & CO INC | $55.56万 | 0.24% | 4,619 | 4,619 | — | $55.56万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.10万 | 0.23% | 9,825 | 545 | 5.9% | $2.95万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $46.85万 | 0.21% | 30,245 | -1,995 | -6.2% | -$3.09万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $45.47万 | 0.20% | 2,093 | 115 | 5.8% | $2.50万 | 加仓 |
| AMZN | AMAZON COM INC | $43.47万 | 0.19% | 2,087 | 917 | 78.4% | $19.10万 | 加仓 |
| IYW | ISHARES TR | $39.55万 | 0.17% | 2,180 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $37.37万 | 0.16% | 4,090 | 280 | 7.3% | $2.56万 | 加仓 |
| IJR | ISHARES TR | $34.05万 | 0.15% | 2,739 | 305 | 12.5% | $3.79万 | 加仓 |
| EMBC | EMBECTA CORP | $33.08万 | 0.15% | 37,425 | 37,425 | — | $33.08万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $33.08万 | 0.15% | 2,605 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $30.14万 | 0.13% | 1,342 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $29.82万 | 0.13% | 1,520 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $29.37万 | 0.13% | 4,695 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $27.43万 | 0.12% | 324 | 324 | — | $27.43万 | 新建仓 |
| SCZ | ISHARES TR | $27.25万 | 0.12% | 3,475 | 325 | 10.3% | $2.55万 | 加仓 |
| NFLX | NETFLIX INC. | $27.08万 | 0.12% | 2,816 | 2,816 | — | $27.08万 | 新建仓 |
| IJH | ISHARES TR | $26.92万 | 0.12% | 3,986 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $26.82万 | 0.12% | 3,350 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $26.12万 | 0.11% | 795 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.07万 | 0.11% | 4,069 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.76万 | 0.11% | 2,000 | 160 | 8.7% | $2.06万 | 加仓 |
| IEMG | ISHARES INC | $25.53万 | 0.11% | 3,660 | 180 | 5.2% | $1.26万 | 加仓 |
| CALF | PACER FDS TR | $25.06万 | 0.11% | 5,585 | -105 | -1.8% | -$4,711 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $25.03万 | 0.11% | 6,489 | -2 | -0.0% | -$77 | 减仓 |
| VOE | VANGUARD INDEX FDS | $24.32万 | 0.11% | 1,320 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.06万 | 0.11% | 10,107 | 10,107 | — | $24.06万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.22万 | 0.10% | 747 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.65万 | 0.09% | 248 | 248 | — | $21.65万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.54万 | 0.09% | 750 | 750 | — | $21.54万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.24万 | 0.09% | 2,737 | 2,737 | — | $21.24万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.04万 | 0.09% | 1,457 | 1,457 | — | $21.04万 | 新建仓 |
| WPP | WPP PLC NEW | $20.30万 | 0.09% | 13,055 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.38万 | 0.02% | 12,465 | 12,465 | — | $4.38万 | 新建仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -25,430 | -100.0% | -$641.55万 | 清仓 |
| VSTS | VESTIS CORPORATION | $0 | 0.00% | 0 | -795,181 | -100.0% | -$530.39万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -25,791 | -100.0% | -$291.54万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -126,320 | -100.0% | -$189.48万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -59,416 | -100.0% | -$147.95万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -36,795 | -100.0% | -$102.55万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -48,410 | -100.0% | -$99.39万 | 清仓 |