CEERA INVESTMENTS, LLC
BELLAIRE TX · SEC CIK 0001860698
$2.36亿2026Q2 申报市值
101持仓数
42.7%前十大占比 · 第一大 10.7%
16 / 8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
TOPT 新建仓+$629.82万
BR 新建仓+$324.49万
SCHD 加仓+$253.55万
UBER 新建仓+$221.14万
WTV 加仓+$200.18万
2026Q2 卖出最多 按季末市值估算
MOAT 减仓-$1,559.58万
JPST 减仓-$651.88万
YELP 清仓-$402.80万
FRSH 清仓-$294.86万
SPGI 清仓-$179.88万
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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $2,532.00万 | 10.73% | 243,555 | -150,017 | -38.1% | -$1,559.58万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,346.41万 | 5.71% | 266,246 | -128,906 | -32.6% | -$651.88万 | 减仓 |
| GOOGL | ALPHABET INC | $1,206.91万 | 5.12% | 33,772 | -917 | -2.6% | -$32.77万 | 减仓 |
| META | META PLATFORMS INC | $842.91万 | 3.57% | 14,964 | -95 | -0.6% | -$5.35万 | 减仓 |
| AAPL | APPLE INC | $729.23万 | 3.09% | 25,201 | -415 | -1.6% | -$12.01万 | 减仓 |
| WTV | WISDOMTREE TR | $726.06万 | 3.08% | 71,378 | 19,680 | 38.1% | $200.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $696.73万 | 2.95% | 20,598 | -680 | -3.2% | -$23.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $673.03万 | 2.85% | 16,193 | -243 | -1.5% | -$10.10万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $656.81万 | 2.78% | 108,046 | 28,616 | 36.0% | $173.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $655.22万 | 2.78% | 9,540 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $629.82万 | 2.67% | 191,319 | 191,319 | — | $629.82万 | 新建仓 |
| CPAY | CORPAY INC | $520.97万 | 2.21% | 15,632 | -146 | -0.9% | -$4.87万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $518.24万 | 2.20% | 24,357 | 2,939 | 13.7% | $62.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $456.42万 | 1.93% | 4,879 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $413.77万 | 1.75% | 57,024 | -456 | -0.8% | -$3.31万 | 减仓 |
| WDAY | WORKDAY INC | $404.10万 | 1.71% | 33,009 | -1,004 | -3.0% | -$12.29万 | 减仓 |
| VEEV | VEEVA SYS INC | $388.91万 | 1.65% | 21,914 | 1,133 | 5.5% | $20.11万 | 加仓 |
| FICO | FAIR ISAAC CORP | $371.10万 | 1.57% | 3,106 | 648 | 26.4% | $77.42万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $353.68万 | 1.50% | 111,537 | 79,960 | 253.2% | $253.55万 | 加仓 |
| GTLB | GITLAB INC | $353.47万 | 1.50% | 115,778 | -1,671 | -1.4% | -$5.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $334.82万 | 1.42% | 6,519 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $334.79万 | 1.42% | 192,739 | 47,545 | 32.7% | $82.59万 | 加仓 |
| PAYX | PAYCHEX INC | $333.62万 | 1.41% | 33,929 | 1,582 | 4.9% | $15.56万 | 加仓 |
| CRM | SALESFORCE INC | $325.52万 | 1.38% | 20,779 | -794 | -3.7% | -$12.44万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $324.49万 | 1.38% | 23,694 | 23,694 | — | $324.49万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $321.74万 | 1.36% | 32,284 | -2,100 | -6.1% | -$20.93万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $314.55万 | 1.33% | 72,847 | -741 | -1.0% | -$3.20万 | 减仓 |
| KVUE | KENVUE INC | $296.44万 | 1.26% | 155,122 | -1,752 | -1.1% | -$3.35万 | 减仓 |
| INTU | INTUIT | $276.66万 | 1.17% | 10,600 | 89 | 0.8% | $2.32万 | 加仓 |
| ADBE | ADOBE INC | $267.55万 | 1.13% | 13,050 | -424 | -3.1% | -$8.69万 | 减仓 |
| DOCU | DOCUSIGN INC | $255.98万 | 1.09% | 57,627 | 965 | 1.7% | $4.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $247.25万 | 1.05% | 34,365 | -1,598 | -4.4% | -$11.50万 | 减仓 |
| IVV | ISHARES TR | $243.61万 | 1.03% | 3,253 | 7 | 0.2% | $5,242 | 加仓 |
| QQQ | INVESCO QQQ TR | $222.82万 | 0.94% | 3,026 | 301 | 11.0% | $22.16万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $221.14万 | 0.94% | 30,646 | 30,646 | — | $221.14万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $217.27万 | 0.92% | 28,709 | -2,015 | -6.6% | -$15.25万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $205.39万 | 0.87% | 20,915 | 10,685 | 104.4% | $104.93万 | 加仓 |
| SPGI | S&P GLOBAL INC | $170.93万 | 0.72% | 4,197 | 4,197 | — | $170.93万 | 新建仓 |
| TSLA | TESLA INC | $170.81万 | 0.72% | 4,061 | -142 | -3.4% | -$5.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $164.38万 | 0.70% | 3,285 | -16 | -0.5% | -$8,006 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $158.64万 | 0.67% | 20,393 | -1,460 | -6.7% | -$11.36万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $152.22万 | 0.65% | 14,160 | 1,672 | 13.4% | $17.97万 | 加仓 |
| HRB | BLOCK H & R INC | $147.53万 | 0.63% | 38,743 | -3,485 | -8.3% | -$13.27万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $145.20万 | 0.62% | 27,520 | 27,520 | — | $145.20万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $138.10万 | 0.59% | 22,360 | -100 | -0.4% | -$6,176 | 减仓 |
| EOG | EOG RES INC | $127.65万 | 0.54% | 9,840 | -1,995 | -16.9% | -$25.88万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $123.53万 | 0.52% | 5,200 | -105 | -2.0% | -$2.49万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $120.03万 | 0.51% | 73,730 | 43,485 | 143.8% | $70.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $119.75万 | 0.51% | 5,985 | 910 | 17.9% | $18.21万 | 加仓 |
| ABBV | ABBVIE INC | $119.35万 | 0.51% | 4,743 | -124 | -2.5% | -$3.12万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $118.18万 | 0.50% | 69,930 | 36,260 | 107.7% | $61.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $115.75万 | 0.49% | 3,103 | 583 | 23.1% | $21.75万 | 加仓 |
| V | VISA INC | $114.63万 | 0.49% | 3,341 | -200 | -5.6% | -$6.86万 | 减仓 |
| MORN | MORNINGSTAR INC | $111.34万 | 0.47% | 7,136 | -300 | -4.0% | -$4.68万 | 减仓 |
| CLX | CLOROX CO DEL | $111.17万 | 0.47% | 11,648 | 11,648 | — | $111.17万 | 新建仓 |
| HPQ | HP INC | $110.58万 | 0.47% | 50,403 | 50,403 | — | $110.58万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $110.45万 | 0.47% | 28,350 | 4,470 | 18.7% | $17.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $102.44万 | 0.43% | 6,180 | -15 | -0.2% | -$2,486 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $91.57万 | 0.39% | 7,340 | 7,340 | — | $91.57万 | 新建仓 |
| GOOG | ALPHABET INC | $85.89万 | 0.36% | 2,431 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $84.76万 | 0.36% | 21,800 | 21,800 | — | $84.76万 | 新建仓 |
| TGT | TARGET CORP | $71.31万 | 0.30% | 5,460 | -9,247 | -62.9% | -$120.78万 | 减仓 |
| UL | UNILEVER PLC | $67.94万 | 0.29% | 11,301 | -35 | -0.3% | -$2,104 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.30万 | 0.23% | 9,265 | -560 | -5.7% | -$3.34万 | 减仓 |
| MRK | MERCK & CO INC | $55.24万 | 0.23% | 4,299 | -320 | -6.9% | -$4.11万 | 减仓 |
| CME | CME GROUP INC | $52.87万 | 0.22% | 2,394 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $50.87万 | 0.22% | 24,164 | 24,164 | — | $50.87万 | 新建仓 |
| IYW | ISHARES TR | $49.69万 | 0.21% | 1,970 | -210 | -9.6% | -$5.30万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $49.13万 | 0.21% | 2,022 | -71 | -3.4% | -$1.73万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $42.41万 | 0.18% | 9,402 | -705 | -7.0% | -$3.18万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $41.58万 | 0.18% | 2,605 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $40.81万 | 0.17% | 2,752 | 13 | 0.5% | $1,928 | 加仓 |
| TBIL | RBB FD INC | $37.45万 | 0.16% | 7,512 | -6,095 | -44.8% | -$30.39万 | 减仓 |
| EFAV | ISHARES TR | $35.87万 | 0.15% | 4,090 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $34.08万 | 0.14% | 7,849 | 1,360 | 21.0% | $5.91万 | 加仓 |
| AMZN | AMAZON COM INC | $33.53万 | 0.14% | 1,407 | -680 | -32.6% | -$16.21万 | 减仓 |
| IGV | ISHARES TR | $32.12万 | 0.14% | 3,545 | 195 | 5.8% | $1.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.93万 | 0.14% | 1,465 | -55 | -3.6% | -$1.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.28万 | 0.13% | 309 | -15 | -4.6% | -$1.52万 | 减仓 |
| IJH | ISHARES TR | $30.81万 | 0.13% | 3,995 | 9 | 0.2% | $694 | 加仓 |
| IEMG | ISHARES INC | $30.32万 | 0.13% | 3,660 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $29.99万 | 0.13% | 1,330 | -12 | -0.9% | -$2,706 | 减仓 |
| COWZ | PACER FDS TR | $29.20万 | 0.12% | 4,695 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.14万 | 0.12% | 248 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.99万 | 0.12% | 4,069 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $28.59万 | 0.12% | 3,475 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $28.27万 | 0.12% | 5,585 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.67万 | 0.11% | 1,400 | 1,400 | — | $26.67万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $26.08万 | 0.11% | 1,320 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.94万 | 0.11% | 694 | 694 | — | $25.94万 | 新建仓 |
| GLW | CORNING INC | $25.54万 | 0.11% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $25.52万 | 0.11% | 2,785 | -3,945 | -58.6% | -$36.15万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $24.46万 | 0.10% | 1,126 | 1,126 | — | $24.46万 | 新建仓 |
| SYK | STRYKER CORPORATION | $24.31万 | 0.10% | 772 | -23 | -2.9% | -$7,241 | 减仓 |
| VO | VANGUARD INDEX FDS | $24.17万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $23.77万 | 0.10% | 551 | 551 | — | $23.77万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.26万 | 0.09% | 1,450 | -7 | -0.5% | -$1,026 | 减仓 |
| NFLX | NETFLIX INC. | $20.11万 | 0.09% | 2,816 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $18.12万 | 0.08% | 13,719 | 13,719 | — | $18.12万 | 新建仓 |
| EMBC | EMBECTA CORP | $14.42万 | 0.06% | 44,235 | 6,810 | 18.2% | $2.22万 | 加仓 |