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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $329.84万 | 1.59% | 22,493 | -105 | -0.5% | -$1.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $406.40万 | 1.96% | 5,621 | 8 | 0.1% | $5,784 | 加仓 |
| AVGO | BROADCOM INC | $424.54万 | 2.05% | 11,239 | -11,106 | -49.7% | -$419.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $451.88万 | 2.18% | 27,261 | -117 | -0.4% | -$1.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $564.28万 | 2.72% | 15,127 | 10 | 0.1% | $3,730 | 加仓 |
| GOOG | ALPHABET INC | $634.40万 | 3.06% | 17,955 | -147 | -0.8% | -$5.19万 | 减仓 |
| ITOT | ISHARES TR | $649.46万 | 3.13% | 39,536 | -526 | -1.3% | -$8.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $693.99万 | 3.35% | 29,329 | -222 | -0.8% | -$5.25万 | 减仓 |
| IVV | ISHARES TR | $748.82万 | 3.61% | 9,999 | -340 | -3.3% | -$25.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,115.02万 | 5.38% | 16,235 | 305 | 1.9% | $20.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,349.41万 | 6.51% | 67,440 | -3,158 | -4.5% | -$63.19万 | 减仓 |
| DGRO | ISHARES TR | $1,377.12万 | 6.64% | 181,702 | 2,502 | 1.4% | $18.96万 | 加仓 |
| AAPL | APPLE INC | $2,227.76万 | 10.75% | 76,989 | -419 | -0.5% | -$12.12万 | 减仓 |
| GOOGL | ALPHABET INC | $2,263.45万 | 10.92% | 63,336 | 19,318 | 43.9% | $690.37万 | 加仓 |