RIDGECREST WEALTH PARTNERS, LLC
MILL VALLEY CA · SEC CIK 0001860719
$2.07亿2026Q2 申报市值
111持仓数
56.1%前十大占比 · 第一大 10.9%
12 / 3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
GOOGL 加仓+$690.37万
SPGI 新建仓+$172.35万
MU 新建仓+$32.07万
GE 新建仓+$25.27万
HONA 新建仓+$22.77万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$419.52万
SPGI 清仓-$198.38万
NVDA 减仓-$63.19万
JPM 减仓-$27.85万
IVV 减仓-$25.46万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,263.45万 | 10.92% | 63,336 | 19,318 | 43.9% | $690.37万 | 加仓 |
| AAPL | APPLE INC | $2,227.76万 | 10.75% | 76,989 | -419 | -0.5% | -$12.12万 | 减仓 |
| DGRO | ISHARES TR | $1,377.12万 | 6.64% | 181,702 | 2,502 | 1.4% | $18.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,349.41万 | 6.51% | 67,440 | -3,158 | -4.5% | -$63.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,115.02万 | 5.38% | 16,235 | 305 | 1.9% | $20.95万 | 加仓 |
| IVV | ISHARES TR | $748.82万 | 3.61% | 9,999 | -340 | -3.3% | -$25.46万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $693.99万 | 3.35% | 29,329 | -222 | -0.8% | -$5.25万 | 减仓 |
| ITOT | ISHARES TR | $649.46万 | 3.13% | 39,536 | -526 | -1.3% | -$8.64万 | 减仓 |
| GOOG | ALPHABET INC | $634.40万 | 3.06% | 17,955 | -147 | -0.8% | -$5.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $564.28万 | 2.72% | 15,127 | 10 | 0.1% | $3,730 | 加仓 |
| CVX | CHEVRON CORPORATION | $451.88万 | 2.18% | 27,261 | -117 | -0.4% | -$1.94万 | 减仓 |
| AVGO | BROADCOM INC | $424.54万 | 2.05% | 11,239 | -11,106 | -49.7% | -$419.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $406.40万 | 1.96% | 5,621 | 8 | 0.1% | $5,784 | 加仓 |
| PG | PROCTER & GAMBLE CO | $329.84万 | 1.59% | 22,493 | -105 | -0.5% | -$1.54万 | 减仓 |
| CSCO | CISCO SYS INC | $320.38万 | 1.55% | 27,276 | 318 | 1.2% | $3.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 1.45% | 4 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $270.89万 | 1.31% | 17,142 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $262.47万 | 1.27% | 3,515 | -266 | -7.0% | -$19.86万 | 减仓 |
| HDV | ISHARES TR | $261.37万 | 1.26% | 95,357 | -1,028 | -1.1% | -$2.82万 | 减仓 |
| KO | COCA COLA CO | $230.12万 | 1.11% | 28,316 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $209.83万 | 1.01% | 8,339 | 1 | 0.0% | $252 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $196.92万 | 0.95% | 6,016 | -851 | -12.4% | -$27.85万 | 减仓 |
| BC | BRUNSWICK CORP | $194.66万 | 0.94% | 23,108 | -700 | -2.9% | -$5.90万 | 减仓 |
| AMZN | AMAZON COM INC | $190.41万 | 0.92% | 7,989 | 584 | 7.9% | $13.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $187.34万 | 0.90% | 6,662 | -1 | -0.0% | -$281 | 减仓 |
| CAT | CATERPILLAR INC | $176.03万 | 0.85% | 1,653 | -7 | -0.4% | -$7,454 | 减仓 |
| SPGI | S&P GLOBAL INC | $172.35万 | 0.83% | 4,232 | 4,232 | — | $172.35万 | 新建仓 |
| AMGN | AMGEN INC | $156.62万 | 0.76% | 4,325 | 104 | 2.5% | $3.77万 | 加仓 |
| TSLA | TESLA INC | $152.49万 | 0.74% | 3,626 | -369 | -9.2% | -$15.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $149.76万 | 0.72% | 5,897 | -28 | -0.5% | -$7,111 | 减仓 |
| NFLX | NETFLIX INC. | $137.29万 | 0.66% | 19,229 | 1,098 | 6.1% | $7.84万 | 加仓 |
| — | EXXON MOBIL CORP | $130.24万 | 0.63% | 9,526 | 1 | 0.0% | $137 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $127.72万 | 0.62% | 4,060 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $123.12万 | 0.59% | 3,327 | -219 | -6.2% | -$8.10万 | 减仓 |
| UNP | UNION PAC CORP | $113.07万 | 0.55% | 4,157 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $111.83万 | 0.54% | 8,009 | -1,495 | -15.7% | -$20.87万 | 减仓 |
| WFC | WELLS FARGO & CO | $106.19万 | 0.51% | 12,850 | -1,036 | -7.5% | -$8.56万 | 减仓 |
| LLY | ELI LILLY & CO | $106.03万 | 0.51% | 884 | 24 | 2.8% | $2.88万 | 加仓 |
| RUN | SUNRUN INC | $105.70万 | 0.51% | 79,000 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $105.13万 | 0.51% | 22,035 | 200 | 0.9% | $9,542 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.34万 | 0.50% | 1,115 | 51 | 4.8% | $4.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.63万 | 0.49% | 2,031 | -50 | -2.4% | -$2.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $97.41万 | 0.47% | 1,323 | -165 | -11.1% | -$12.15万 | 减仓 |
| META | META PLATFORMS INC | $96.44万 | 0.47% | 1,712 | 146 | 9.3% | $8.22万 | 加仓 |
| MRK | MERCK & CO INC | $89.98万 | 0.43% | 7,002 | 164 | 2.4% | $2.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $89.75万 | 0.43% | 4,961 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $87.86万 | 0.42% | 10,278 | 3 | 0.0% | $256 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $81.71万 | 0.39% | 25,766 | -1,830 | -6.6% | -$5.80万 | 减仓 |
| MCK | MCKESSON CORP | $77.37万 | 0.37% | 1,024 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $69.06万 | 0.33% | 12,120 | 381 | 3.2% | $2.17万 | 加仓 |
| USMV | ISHARES TR | $59.68万 | 0.29% | 6,187 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $59.09万 | 0.29% | 24,537 | -201 | -0.8% | -$4,840 | 减仓 |
| GILD | GILEAD SCIENCES INC | $58.13万 | 0.28% | 4,601 | 276 | 6.4% | $3.49万 | 加仓 |
| HD | HOME DEPOT INC | $57.45万 | 0.28% | 1,629 | 41 | 2.6% | $1.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $57.20万 | 0.28% | 1,691 | 112 | 7.1% | $3.79万 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.63万 | 0.27% | 1,860 | 424 | 29.5% | $12.68万 | 加仓 |
| WMT | WALMART INC | $53.23万 | 0.26% | 4,700 | 358 | 8.2% | $4.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.83万 | 0.25% | 5,822 | -921 | -13.7% | -$8.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.59万 | 0.25% | 12,186 | 600 | 5.2% | $2.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $48.96万 | 0.24% | 2,570 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $48.61万 | 0.23% | 5,050 | -400 | -7.3% | -$3.85万 | 减仓 |
| MCD | MCDONALDS CORP | $46.57万 | 0.22% | 1,723 | 114 | 7.1% | $3.08万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $43.45万 | 0.21% | 1,434 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $41.45万 | 0.20% | 2,724 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $41.45万 | 0.20% | 5,761 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.87万 | 0.20% | 2,789 | -3 | -0.1% | -$440 | 减仓 |
| VUG | VANGUARD INDEX FDS | $38.71万 | 0.19% | 4,494 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $38.08万 | 0.18% | 2,633 | 361 | 15.9% | $5.22万 | 加仓 |
| VOTE | TCW ETF TRUST | $36.24万 | 0.17% | 4,110 | -818 | -16.6% | -$7.21万 | 减仓 |
| T | AT&T INC | $36.04万 | 0.17% | 17,409 | -117 | -0.7% | -$2,422 | 减仓 |
| IUSV | ISHARES TR | $34.70万 | 0.17% | 3,150 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $33.66万 | 0.16% | 644 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $32.70万 | 0.16% | 3,726 | 391 | 11.7% | $3.43万 | 加仓 |
| GLD | SPDR GOLD TR | $32.42万 | 0.16% | 880 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $32.07万 | 0.15% | 278 | 278 | — | $32.07万 | 新建仓 |
| RTX | RTX CORPORATION | $31.67万 | 0.15% | 1,669 | -80 | -4.6% | -$1.52万 | 减仓 |
| PEP | PEPSICO INC | $31.03万 | 0.15% | 2,292 | 119 | 5.5% | $1.61万 | 加仓 |
| QCOM | QUALCOMM INC | $30.26万 | 0.15% | 1,638 | 1 | 0.1% | $185 | 加仓 |
| USSG | DBX ETF TR | $29.87万 | 0.14% | 4,300 | -839 | -16.3% | -$5.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.03万 | 0.14% | 6,544 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $29.02万 | 0.14% | 2,038 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $27.50万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $27.45万 | 0.13% | 1,054 | 50 | 5.0% | $1.30万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $27.25万 | 0.13% | 5,328 | 480 | 9.9% | $2.46万 | 加仓 |
| APH | AMPHENOL CORP | $26.99万 | 0.13% | 1,531 | 0 | 0.0% | — | 重新持有 |
| FTEC | FIDELITY COVINGTON TRUST | $25.87万 | 0.12% | 906 | -39 | -4.1% | -$1.11万 | 重新持有 |
| XYL | XYLEM INC | $25.58万 | 0.12% | 2,164 | 1 | 0.0% | $118 | 加仓 |
| MPC | MARATHON PETE CORP | $25.57万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.27万 | 0.12% | 676 | 676 | — | $25.27万 | 新建仓 |
| V | VISA INC | $24.98万 | 0.12% | 728 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $24.76万 | 0.12% | 6,100 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $24.75万 | 0.12% | 640 | 0 | 0.0% | — | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.58万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $24.49万 | 0.12% | 1,790 | 177 | 11.0% | $2.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.27万 | 0.12% | 240 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $23.71万 | 0.11% | 5,230 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.15万 | 0.11% | 557 | -147 | -20.9% | -$6.11万 | 重新持有 |
| HON | HONEYWELL INTL INC | $22.79万 | 0.11% | 1,018 | -1,044 | -50.6% | -$23.38万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.77万 | 0.11% | 1,030 | 1,030 | — | $22.77万 | 新建仓 |
| CLX | CLOROX CO DEL | $22.07万 | 0.11% | 2,312 | 2,312 | — | $22.07万 | 新建仓 |