RIDGECREST WEALTH PARTNERS, LLC
MILL VALLEY CA · SEC CIK 0001860719
$1.81亿2026Q1 申报市值
96持仓数
54.2%前十大占比 · 第一大 10.8%
7 / 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
VOO 加仓+$160.20万
NFLX 加仓+$113.87万
DGRO 加仓+$47.69万
VXUS 加仓+$45.75万
AMAT 加仓+$34.18万
2026Q1 卖出最多 按季末市值估算
QBTS 清仓-$41.85万
IONQ 清仓-$36.27万
GOOG 减仓-$30.00万
BX 清仓-$25.37万
RSP 清仓-$20.84万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,964.54万 | 10.84% | 77,408 | -168 | -0.2% | -$4.26万 | 减仓 |
| GOOGL | ALPHABET INC | $1,265.78万 | 6.99% | 44,018 | -616 | -1.4% | -$17.71万 | 减仓 |
| DGRO | ISHARES TR | $1,257.63万 | 6.94% | 179,200 | 6,796 | 3.9% | $47.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,231.23万 | 6.80% | 70,598 | 161 | 0.2% | $2.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $951.90万 | 5.25% | 15,930 | 2,681 | 20.2% | $160.20万 | 加仓 |
| AVGO | BROADCOM INC | $691.59万 | 3.82% | 22,345 | 5 | 0.0% | $1,548 | 加仓 |
| IVV | ISHARES TR | $675.35万 | 3.73% | 10,339 | 28 | 0.3% | $1.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $635.52万 | 3.51% | 29,551 | 364 | 1.2% | $7.83万 | 加仓 |
| ITOT | ISHARES TR | $570.60万 | 3.15% | 40,062 | -759 | -1.9% | -$10.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $566.45万 | 3.13% | 27,378 | 483 | 1.8% | $9.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $559.58万 | 3.09% | 15,117 | 99 | 0.7% | $3.66万 | 加仓 |
| GOOG | ALPHABET INC | $519.26万 | 2.87% | 18,102 | -1,046 | -5.5% | -$30.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $326.41万 | 1.80% | 22,598 | 419 | 1.9% | $6.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 1.59% | 4 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $261.62万 | 1.44% | 19,277 | 2,356 | 13.9% | $31.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $253.87万 | 1.40% | 17,142 | 1,196 | 7.5% | $17.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $245.90万 | 1.36% | 3,781 | 400 | 11.8% | $26.01万 | 加仓 |
| KO | COCA COLA CO | $215.34万 | 1.19% | 28,316 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $209.17万 | 1.15% | 26,958 | 198 | 0.7% | $1.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $201.99万 | 1.11% | 6,867 | 1 | 0.0% | $294 | 加仓 |
| SPGI | S&P GLOBAL INC | $198.38万 | 1.09% | 4,664 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $191.85万 | 1.06% | 5,613 | 1,000 | 21.7% | $34.18万 | 加仓 |
| ABBV | ABBVIE INC | $181.35万 | 1.00% | 8,338 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $174.33万 | 0.96% | 18,131 | 11,843 | 188.3% | $113.87万 | 加仓 |
| BC | BRUNSWICK CORP | $173.23万 | 0.96% | 23,808 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $161.59万 | 0.89% | 9,525 | -373 | -3.8% | -$6.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.50万 | 0.89% | 6,663 | 206 | 3.2% | $4.99万 | 加仓 |
| AMZN | AMAZON COM INC | $154.22万 | 0.85% | 7,405 | 301 | 4.2% | $6.27万 | 加仓 |
| TSLA | TESLA INC | $148.53万 | 0.82% | 3,995 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $148.52万 | 0.82% | 4,221 | -50 | -1.2% | -$1.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $144.83万 | 0.80% | 5,925 | 70 | 1.2% | $1.71万 | 加仓 |
| CAT | CATERPILLAR INC | $117.60万 | 0.65% | 1,660 | -10 | -0.6% | -$7,085 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $116.52万 | 0.64% | 4,060 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $113.76万 | 0.63% | 3,546 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $110.55万 | 0.61% | 13,886 | 50 | 0.4% | $3,980 | 加仓 |
| RUN | SUNRUN INC | $107.12万 | 0.59% | 79,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $106.00万 | 0.59% | 1,064 | -70 | -6.2% | -$6.97万 | 减仓 |
| UNP | UNION PAC CORP | $100.86万 | 0.56% | 4,157 | 46 | 1.1% | $1.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.72万 | 0.55% | 2,081 | 475 | 29.6% | $22.76万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $99.39万 | 0.55% | 21,835 | 1,950 | 9.8% | $8.88万 | 加仓 |
| META | META PLATFORMS INC | $89.61万 | 0.49% | 1,566 | -2 | -0.1% | -$1,144 | 减仓 |
| MCK | MCKESSON CORP | $88.61万 | 0.49% | 1,024 | 380 | 59.0% | $32.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $85.90万 | 0.47% | 1,488 | -99 | -6.2% | -$5.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $84.66万 | 0.47% | 27,596 | -59 | -0.2% | -$1,810 | 减仓 |
| MRK | MERCK & CO INC | $82.25万 | 0.45% | 6,838 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $82.03万 | 0.45% | 4,961 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $79.23万 | 0.44% | 10,275 | 5,933 | 136.6% | $45.75万 | 加仓 |
| LLY | ELI LILLY & CO | $79.10万 | 0.44% | 860 | -20 | -2.3% | -$1.84万 | 减仓 |
| PFE | PFIZER INC | $69.46万 | 0.38% | 24,738 | -509 | -2.0% | -$1.43万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $69.23万 | 0.38% | 6,743 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $60.28万 | 0.33% | 4,325 | 75 | 1.8% | $1.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.16万 | 0.32% | 11,586 | 430 | 3.9% | $2.16万 | 加仓 |
| USMV | ISHARES TR | $57.38万 | 0.32% | 6,187 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $57.23万 | 0.32% | 11,739 | 100 | 0.9% | $4,875 | 加仓 |
| WMT | WALMART INC | $53.96万 | 0.30% | 4,342 | -75 | -1.7% | -$9,321 | 减仓 |
| DIS | DISNEY WALT CO | $52.53万 | 0.29% | 5,450 | 570 | 11.7% | $5.49万 | 加仓 |
| HD | HOME DEPOT INC | $52.21万 | 0.29% | 1,588 | -24 | -1.5% | -$7,891 | 减仓 |
| T | AT&T INC | $50.81万 | 0.28% | 17,526 | 6 | 0.0% | $174 | 加仓 |
| MCD | MCDONALDS CORP | $50.01万 | 0.28% | 1,609 | 35 | 2.2% | $1.09万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $47.76万 | 0.26% | 1,579 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $46.61万 | 0.26% | 2,062 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $41.94万 | 0.23% | 9,504 | 325 | 3.5% | $1.43万 | 加仓 |
| ORCL | ORACLE CORP | $41.07万 | 0.23% | 2,792 | -300 | -9.7% | -$4.41万 | 减仓 |
| SDY | SPDR SERIES TRUST | $39.75万 | 0.22% | 2,724 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $39.11万 | 0.22% | 1,436 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $38.02万 | 0.21% | 5,761 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $37.87万 | 0.21% | 880 | -80 | -8.3% | -$3.44万 | 减仓 |
| VOTE | TCW ETF TRUST | $37.60万 | 0.21% | 4,928 | -100 | -2.0% | -$7,630 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.16万 | 0.19% | 2,570 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $34.07万 | 0.19% | 1,434 | -20 | -1.4% | -$4,752 | 减仓 |
| PEP | PEPSICO INC | $33.74万 | 0.19% | 2,173 | 466 | 27.3% | $7.24万 | 加仓 |
| RTX | RTX CORPORATION | $33.74万 | 0.19% | 1,749 | 37 | 2.2% | $7,137 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.72万 | 0.18% | 749 | 10 | 1.4% | $4,368 | 加仓 |
| IUSV | ISHARES TR | $32.21万 | 0.18% | 3,150 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.98万 | 0.17% | 3,335 | 118 | 3.7% | $1.10万 | 加仓 |
| USSG | DBX ETF TR | $30.67万 | 0.17% | 5,139 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $29.84万 | 0.16% | 644 | -100 | -13.4% | -$4.63万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $29.42万 | 0.16% | 1,086 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $29.23万 | 0.16% | 4,848 | 4,848 | — | $29.23万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.95万 | 0.15% | 2,272 | -40 | -1.7% | -$4,745 | 减仓 |
| XYL | XYLEM INC | $25.85万 | 0.14% | 2,163 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.43万 | 0.14% | 6,544 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.81万 | 0.14% | 1,004 | 1,004 | — | $24.81万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $24.73万 | 0.14% | 6,100 | 6,100 | — | $24.73万 | 新建仓 |
| DSI | ISHARES TR | $24.70万 | 0.14% | 2,038 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $24.44万 | 0.13% | 4,000 | 4,000 | — | $24.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $24.42万 | 0.13% | 1,000 | 1,000 | — | $24.42万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.00万 | 0.13% | 5,230 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $23.69万 | 0.13% | 392 | 392 | — | $23.69万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.21万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.00万 | 0.12% | 728 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.76万 | 0.12% | 895 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $21.14万 | 0.12% | 1,613 | 1,613 | — | $21.14万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.09万 | 0.12% | 1,637 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.30万 | 0.11% | 240 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.39万 | 0.08% | 13,332 | -2,000 | -13.0% | -$2.31万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -16,005 | -100.0% | -$41.85万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -8,083 | -100.0% | -$36.27万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,646 | -100.0% | -$25.37万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |