Caerus Investment Advisors, LLC
WEST LAKE HILLS TX · SEC CIK 0001862682
$2.40亿2026Q1 申报市值
281持仓数
38.5%前十大占比 · 第一大 7.1%
63 / 72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
JEPQ 加仓+$174.77万
JPST 新建仓+$78.77万
AVDE 新建仓+$70.42万
PNFP 新建仓+$58.31万
FIS 新建仓+$43.90万
2026Q1 卖出最多 按季末市值估算
FIG 减仓-$211.40万
NVDA 减仓-$198.66万
LVS 清仓-$110.15万
PEP 减仓-$106.79万
AMZN 减仓-$97.28万
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 |
|---|---|---|---|---|---|---|---|---|
| TTC | TORO CO | $28.17万 | 0.12% | 3,015 | 469 | 18.4% | $4.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.38万 | 0.12% | 4,428 | -303 | -6.4% | -$1.94万 | 减仓 |
| AON | AON PLC | $28.60万 | 0.12% | 886 | 886 | — | $28.60万 | 新建仓 |
| IVZ | INVESCO LTD | $29.26万 | 0.12% | 12,047 | -1,258 | -9.5% | -$3.06万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $29.36万 | 0.12% | 1,778 | -592 | -25.0% | -$9.78万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $29.40万 | 0.12% | 1,920 | 1,920 | — | $29.40万 | 新建仓 |
| CI | THE CIGNA GROUP | $29.42万 | 0.12% | 1,103 | 1,103 | — | $29.42万 | 新建仓 |
| IT | GARTNER INC | $29.64万 | 0.12% | 1,872 | -1,499 | -44.5% | -$23.74万 | 减仓 |
| LEN | LENNAR CORP | $29.83万 | 0.12% | 3,435 | 3,435 | — | $29.83万 | 新建仓 |
| UNP | UNION PAC CORP | $29.91万 | 0.12% | 1,233 | -45 | -3.5% | -$1.09万 | 减仓 |
| AME | AMETEK INC | $29.92万 | 0.12% | 1,396 | -442 | -24.0% | -$9.47万 | 减仓 |
| RBC | RBC BEARINGS INC | $30.03万 | 0.13% | 553 | 33 | 6.3% | $1.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $30.16万 | 0.13% | 709 | 709 | — | $30.16万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.16万 | 0.13% | 3,020 | -860 | -22.2% | -$8.59万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $30.18万 | 0.13% | 853 | 56 | 7.0% | $1.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO 看涨期权 | $30.25万 | 0.13% | 1,000 | 1,000 | — | $30.25万 | 新建仓 |
| GPC | GENUINE PARTS CO | $30.45万 | 0.13% | 2,879 | 2,879 | — | $30.45万 | 新建仓 |
| PAYX | PAYCHEX INC | $30.69万 | 0.13% | 3,331 | 3,331 | — | $30.69万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $30.79万 | 0.13% | 6,722 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $31.11万 | 0.13% | 10,129 | 986 | 10.8% | $3.03万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.21万 | 0.13% | 2,542 | -6,094 | -70.6% | -$74.82万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $32.04万 | 0.13% | 7,115 | 9 | 0.1% | $405 | 加仓 |
| DOW | DOW HLDGS INC | $32.09万 | 0.13% | 7,704 | 7,704 | — | $32.09万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $32.43万 | 0.13% | 1,072 | 72 | 7.2% | $2.18万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $32.57万 | 0.14% | 1,588 | 33 | 2.1% | $6,767 | 加仓 |
| EXEL | EXELIXIS INC | $32.86万 | 0.14% | 7,661 | -9,977 | -56.6% | -$42.79万 | 减仓 |
| APH | AMPHENOL CORP | $32.86万 | 0.14% | 2,601 | -2,918 | -52.9% | -$36.87万 | 减仓 |
| TGT | TARGET CORP | $33.05万 | 0.14% | 2,727 | -25 | -0.9% | -$3,030 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $33.28万 | 0.14% | 2,526 | -2,726 | -51.9% | -$35.91万 | 减仓 |
| VEEV | VEEVA SYS INC | $33.38万 | 0.14% | 1,900 | -1,435 | -43.0% | -$25.21万 | 重新持有 |
| NFLX | NETFLIX INC. | $33.43万 | 0.14% | 3,477 | 441 | 14.5% | $4.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $33.47万 | 0.14% | 9,983 | 866 | 9.5% | $2.90万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $33.48万 | 0.14% | 4,557 | -3,025 | -39.9% | -$22.23万 | 减仓 |
| BURL | BURLINGTON STORES INC | $33.77万 | 0.14% | 1,038 | 1,038 | — | $33.77万 | 新建仓 |
| HAS | HASBRO INC | $33.87万 | 0.14% | 3,619 | 2 | 0.1% | $187 | 加仓 |
| WMB | WILLIAMS COS INC | $34.08万 | 0.14% | 4,682 | -2,411 | -34.0% | -$17.55万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.13万 | 0.14% | 10,663 | -1,767 | -14.2% | -$5.66万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $34.26万 | 0.14% | 771 | -703 | -47.7% | -$31.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.37万 | 0.14% | 1,418 | 373 | 35.7% | $9.04万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $34.58万 | 0.14% | 492 | 492 | — | $34.58万 | 新建仓 |
| EFX | EQUIFAX INC | $34.88万 | 0.15% | 1,937 | 1,937 | — | $34.88万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $34.93万 | 0.15% | 3,289 | -2,059 | -38.5% | -$21.87万 | 减仓 |
| CAOS | EA SERIES TRUST | $35.29万 | 0.15% | 3,888 | 3,888 | — | $35.29万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.57万 | 0.15% | 7,270 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $35.93万 | 0.15% | 2,470 | 1 | 0.0% | $145 | 加仓 |
| HAL | HALLIBURTON CO | $36.29万 | 0.15% | 9,307 | 35 | 0.4% | $1,365 | 加仓 |
| TXT | TEXTRON INC | $36.57万 | 0.15% | 4,176 | -2,942 | -41.3% | -$25.76万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $36.66万 | 0.15% | 8,105 | -416 | -4.9% | -$1.88万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $37.17万 | 0.15% | 774 | -1,523 | -66.3% | -$73.13万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $37.30万 | 0.16% | 5,465 | -5,158 | -48.6% | -$35.20万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $37.80万 | 0.16% | 1,637 | -4,184 | -71.9% | -$96.60万 | 减仓 |
| MTZ | MASTEC INC | $39.25万 | 0.16% | 1,220 | 2 | 0.2% | $643 | 加仓 |
| PLD | PROLOGIS INC. | $39.50万 | 0.16% | 2,988 | -365 | -10.9% | -$4.82万 | 减仓 |
| OMC | OMNICOM GROUP INC | $39.82万 | 0.17% | 5,287 | -2,046 | -27.9% | -$15.41万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $39.96万 | 0.17% | 2,304 | 433 | 23.1% | $7.51万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $39.97万 | 0.17% | 3,480 | 1 | 0.0% | $115 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $39.99万 | 0.17% | 2,424 | -1,839 | -43.1% | -$30.34万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $40.16万 | 0.17% | 7,980 | 3 | 0.0% | $151 | 加仓 |
| BDX | BECTON DICKINSON & CO | $40.33万 | 0.17% | 2,565 | -235 | -8.4% | -$3.69万 | 减仓 |
| CAT | CATERPILLAR INC | $40.95万 | 0.17% | 578 | 2 | 0.3% | $1,417 | 加仓 |
| DAL | DELTA AIR LINES INC | $41.03万 | 0.17% | 6,172 | -1,262 | -17.0% | -$8.39万 | 减仓 |
| — | HONEYWELL INTL INC | $41.21万 | 0.17% | 1,823 | 1,823 | — | $41.21万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $41.58万 | 0.17% | 4,226 | -3,507 | -45.4% | -$34.50万 | 减仓 |
| NTRS | NORTHERN TR CORP | $41.65万 | 0.17% | 2,984 | -990 | -24.9% | -$13.82万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $41.75万 | 0.17% | 5,194 | -11,191 | -68.3% | -$89.96万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $41.82万 | 0.17% | 614 | 1 | 0.2% | $681 | 加仓 |
| ARMK | ARAMARK | $42.42万 | 0.18% | 10,464 | -4,447 | -29.8% | -$18.03万 | 减仓 |
| SF | STIFEL FINL CORP | $42.51万 | 0.18% | 5,751 | -2,256 | -28.2% | -$16.68万 | 减仓 |
| EME | EMCOR GROUP INC | $42.67万 | 0.18% | 578 | 111 | 23.8% | $8.20万 | 加仓 |
| INTU | INTUIT | $43.02万 | 0.18% | 995 | 550 | 123.6% | $23.78万 | 加仓 |
| DOCU | DOCUSIGN INC | $43.58万 | 0.18% | 9,193 | 9,193 | — | $43.58万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $43.72万 | 0.18% | 8,511 | -1,751 | -17.1% | -$8.99万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $43.90万 | 0.18% | 9,359 | 9,359 | — | $43.90万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.07万 | 0.18% | 2,118 | -1,580 | -42.7% | -$32.88万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $44.13万 | 0.18% | 4,409 | -684 | -13.4% | -$6.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.37万 | 0.18% | 2,063 | -586 | -22.1% | -$12.60万 | 减仓 |
| USB | US BANCORP | $44.39万 | 0.18% | 8,535 | -1,720 | -16.8% | -$8.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $44.54万 | 0.19% | 2,349 | -622 | -20.9% | -$11.79万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $45.20万 | 0.19% | 6,238 | 1 | 0.0% | $72 | 加仓 |
| VXUS | VANGUARD STAR FDS | $45.39万 | 0.19% | 5,886 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $45.99万 | 0.19% | 5,628 | -5,627 | -50.0% | -$45.98万 | 减仓 |
| ILMN | ILLUMINA INC | $46.36万 | 0.19% | 3,761 | -1,844 | -32.9% | -$22.73万 | 减仓 |
| V | VISA INC | $46.73万 | 0.19% | 1,546 | 105 | 7.3% | $3.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.96万 | 0.20% | 980 | -1,454 | -59.7% | -$69.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.23万 | 0.20% | 2,371 | -59 | -2.4% | -$1.20万 | 减仓 |
| AA | ALCOA CORP | $48.39万 | 0.20% | 7,296 | 10 | 0.1% | $663 | 加仓 |
| TPR | TAPESTRY INC | $48.43万 | 0.20% | 3,432 | 2 | 0.1% | $282 | 加仓 |
| WELL | WELLTOWER INC | $49.33万 | 0.21% | 2,495 | -1,613 | -39.3% | -$31.89万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.74万 | 0.21% | 3,069 | -405 | -11.7% | -$6.70万 | 减仓 |
| BIIB | BIOGEN INC | $51.35万 | 0.21% | 2,801 | 134 | 5.0% | $2.46万 | 加仓 |
| INCY | INCYTE CORP | $53.59万 | 0.22% | 5,694 | -3,332 | -36.9% | -$31.36万 | 减仓 |
| LLY | ELI LILLY & CO | $54.82万 | 0.23% | 596 | 51 | 9.4% | $4.69万 | 加仓 |
| NTRA | NATERA INC | $55.26万 | 0.23% | 2,763 | -1,391 | -33.5% | -$27.82万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $55.83万 | 0.23% | 9,560 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $57.23万 | 0.24% | 2,505 | 402 | 19.1% | $9.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.26万 | 0.24% | 3,964 | 2,378 | 149.9% | $34.35万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $58.31万 | 0.24% | 6,769 | 6,769 | — | $58.31万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $58.60万 | 0.24% | 9,772 | 256 | 2.7% | $1.54万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $60.65万 | 0.25% | 1,767 | -1,828 | -50.8% | -$62.74万 | 减仓 |
| CRM | SALESFORCE INC | $60.72万 | 0.25% | 3,253 | 1,955 | 150.6% | $36.49万 | 加仓 |