Caerus Investment Advisors, LLC
WEST LAKE HILLS TX · SEC CIK 0001862682
$3.00亿2026Q2 申报市值
339持仓数
37.5%前十大占比 · 第一大 6.4%
81 / 52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
JEPQ 加仓+$290.87万
QYLD 加仓+$174.43万
XYLD 加仓+$153.13万
SGOV 新建仓+$142.88万
TSLA 加仓+$138.97万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$196.90万
INTC 减仓-$185.61万
MU 减仓-$121.55万
LRCX 减仓-$100.14万
PANW 重新持有-$99.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IVZ | INVESCO LTD | $31.85万 | 0.11% | 12,068 | 21 | 0.2% | $554 | 加仓 |
| VRSN | VERISIGN INC | $31.85万 | 0.11% | 1,266 | -583 | -31.5% | -$14.67万 | 重新持有 |
| MOS | MOSAIC CO | $31.95万 | 0.11% | 15,078 | 15,078 | — | $31.95万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $32.02万 | 0.11% | 11,307 | 11,307 | — | $32.02万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $32.29万 | 0.11% | 5,592 | 5,592 | — | $32.29万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $32.57万 | 0.11% | 1,028 | -10 | -1.0% | -$3,168 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.85万 | 0.11% | 827 | 827 | — | $32.85万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.29万 | 0.11% | 345 | 345 | — | $33.29万 | 新建仓 |
| UNP | UNION PAC CORP | $33.35万 | 0.11% | 1,226 | -7 | -0.6% | -$1,904 | 减仓 |
| TSN | TYSON FOODS INC | $33.37万 | 0.11% | 5,829 | -5,356 | -47.9% | -$30.66万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.54万 | 0.11% | 1,016 | 116 | 12.9% | $3.83万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $33.56万 | 0.11% | 6,350 | 6,350 | — | $33.56万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $33.71万 | 0.11% | 7,899 | 4,140 | 110.1% | $17.67万 | 加仓 |
| COO | COOPER COS INC | $33.81万 | 0.11% | 4,715 | 4,715 | — | $33.81万 | 新建仓 |
| EFX | EQUIFAX INC | $33.82万 | 0.11% | 2,131 | 194 | 10.0% | $3.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO 看涨期权 | $33.83万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $34.00万 | 0.11% | 7,308 | -699 | -8.7% | -$3.25万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $34.20万 | 0.11% | 11,969 | 11,969 | — | $34.20万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $34.31万 | 0.11% | 3,456 | -953 | -21.6% | -$9.46万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.47万 | 0.11% | 1,019 | -53 | -4.9% | -$1.79万 | 减仓 |
| FRSH | FRESHWORKS INC | $34.61万 | 0.12% | 34,202 | 16,468 | 92.9% | $16.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $34.64万 | 0.12% | 2,039 | -503 | -19.8% | -$8.54万 | 减仓 |
| AA | ALCOA CORP | $34.67万 | 0.12% | 6,650 | -646 | -8.9% | -$3.37万 | 减仓 |
| NET | CLOUDFLARE INC | $34.68万 | 0.12% | 1,414 | 1,414 | — | $34.68万 | 新建仓 |
| WMB | WILLIAMS COS INC | $34.69万 | 0.12% | 4,667 | -15 | -0.3% | -$1,115 | 减仓 |
| TXT | TEXTRON INC | $34.74万 | 0.12% | 3,787 | -389 | -9.3% | -$3.57万 | 减仓 |
| NTNX | NUTANIX INC | $34.93万 | 0.12% | 6,855 | 1,025 | 17.6% | $5.22万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $35.02万 | 0.12% | 7,006 | 1,100 | 18.6% | $5.50万 | 加仓 |
| CAOS | EA SERIES TRUST | $35.13万 | 0.12% | 3,888 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $35.48万 | 0.12% | 834 | 55 | 7.1% | $2.34万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $35.67万 | 0.12% | 15,045 | 1,979 | 15.1% | $4.69万 | 加仓 |
| DHR | DANAHER CORP DEL | $36.42万 | 0.12% | 1,912 | -437 | -18.6% | -$8.32万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $36.44万 | 0.12% | 2,413 | 2,413 | — | $36.44万 | 新建仓 |
| DOCU | DOCUSIGN INC | $36.48万 | 0.12% | 8,213 | -980 | -10.7% | -$4.35万 | 减仓 |
| IT | GARTNER INC | $36.71万 | 0.12% | 2,832 | 960 | 51.3% | $12.44万 | 加仓 |
| FIVE | FIVE BELOW INC | $37.25万 | 0.12% | 2,072 | -433 | -17.3% | -$7.78万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $37.26万 | 0.12% | 2,682 | 1,027 | 62.1% | $14.27万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $37.30万 | 0.12% | 1,053 | -714 | -40.4% | -$25.29万 | 减仓 |
| HAL | HALLIBURTON CO | $37.35万 | 0.12% | 11,001 | 1,694 | 18.2% | $5.75万 | 加仓 |
| AME | AMETEK INC | $37.67万 | 0.13% | 1,557 | 161 | 11.5% | $3.90万 | 加仓 |
| ORCL | ORACLE CORP | $37.75万 | 0.13% | 2,576 | -596 | -18.8% | -$8.73万 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $38.36万 | 0.13% | 7,270 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $38.37万 | 0.13% | 9,286 | 1,306 | 16.4% | $5.40万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $38.54万 | 0.13% | 16,456 | -31,430 | -65.6% | -$73.61万 | 减仓 |
| PEP | PEPSICO INC | $38.74万 | 0.13% | 2,861 | -2,544 | -47.1% | -$34.45万 | 减仓 |
| AON | AON PLC | $38.77万 | 0.13% | 1,169 | 283 | 31.9% | $9.39万 | 加仓 |
| TGT | TARGET CORP | $39.22万 | 0.13% | 3,003 | 276 | 10.1% | $3.60万 | 加仓 |
| PLD | PROLOGIS INC. | $39.41万 | 0.13% | 2,909 | -79 | -2.6% | -$1.07万 | 减仓 |
| TPR | TAPESTRY INC | $39.43万 | 0.13% | 2,694 | -738 | -21.5% | -$10.80万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $39.64万 | 0.13% | 4,822 | 4,822 | — | $39.64万 | 新建仓 |
| EXEL | EXELIXIS INC | $39.82万 | 0.13% | 7,318 | -343 | -4.5% | -$1.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $39.95万 | 0.13% | 2,410 | 2,410 | — | $39.95万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $40.04万 | 0.13% | 7,707 | -804 | -9.4% | -$4.18万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $40.37万 | 0.13% | 3,415 | -65 | -1.9% | -$7,684 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $40.65万 | 0.14% | 15,670 | 7,940 | 102.7% | $20.60万 | 加仓 |
| INTU | INTUIT | $40.87万 | 0.14% | 1,566 | 571 | 57.4% | $14.90万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.26万 | 0.14% | 4,993 | 4,993 | — | $41.26万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $41.81万 | 0.14% | 1,634 | -3 | -0.2% | -$768 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $42.28万 | 0.14% | 3,933 | -293 | -6.9% | -$3.15万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $42.77万 | 0.14% | 4,955 | -239 | -4.6% | -$2.06万 | 减仓 |
| APH | AMPHENOL CORP | $42.99万 | 0.14% | 2,438 | -163 | -6.3% | -$2.87万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $43.38万 | 0.14% | 3,514 | 225 | 6.8% | $2.78万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $43.47万 | 0.14% | 17,209 | -4,409 | -20.4% | -$11.14万 | 重新持有 |
| RBC | RBC BEARINGS INC | $43.60万 | 0.15% | 677 | 124 | 22.4% | $7.99万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $44.62万 | 0.15% | 520 | 28 | 5.7% | $2.40万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $44.62万 | 0.15% | 4,423 | -2,346 | -34.7% | -$23.67万 | 减仓 |
| EME | EMCOR GROUP INC | $45.81万 | 0.15% | 552 | -26 | -4.5% | -$2.16万 | 减仓 |
| HUT | HUT 8 CORP | $46.37万 | 0.15% | 4,017 | 4,017 | — | $46.37万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $46.71万 | 0.16% | 15,259 | 7,940 | 108.5% | $24.30万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $46.75万 | 0.16% | 617 | 3 | 0.5% | $2,273 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $48.60万 | 0.16% | 954 | -532 | -35.8% | -$27.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.81万 | 0.16% | 2,063 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $48.88万 | 0.16% | 14,045 | 7,145 | 103.6% | $24.86万 | 重新持有 |
| TEAM | ATLASSIAN CORPORATION | $49.62万 | 0.17% | 6,379 | 914 | 16.7% | $7.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $50.32万 | 0.17% | 5,886 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $50.76万 | 0.17% | 1,220 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $51.11万 | 0.17% | 6,000 | 6,000 | — | $51.11万 | 新建仓 |
| DG | DOLLAR GEN CORP | $51.18万 | 0.17% | 4,446 | -870 | -16.4% | -$10.01万 | 减仓 |
| USB | US BANCORP | $51.36万 | 0.17% | 8,504 | -31 | -0.4% | -$1,872 | 减仓 |
| ATI | ATI INC | $51.56万 | 0.17% | 2,616 | 146 | 5.9% | $2.88万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $51.79万 | 0.17% | 2,251 | 1,285 | 133.0% | $29.57万 | 加仓 |
| WELL | WELLTOWER INC | $52.25万 | 0.17% | 2,302 | -193 | -7.7% | -$4.38万 | 减仓 |
| BA | BOEING CO | $52.41万 | 0.17% | 2,421 | 2,421 | — | $52.41万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $52.52万 | 0.17% | 3,021 | 37 | 1.2% | $6,432 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $53.17万 | 0.18% | 7,598 | -141 | -1.8% | -$9,867 | 减仓 |
| PAYX | PAYCHEX INC | $53.88万 | 0.18% | 5,479 | 2,148 | 64.5% | $21.12万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $53.91万 | 0.18% | 5,609 | -629 | -10.1% | -$6.05万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $54.78万 | 0.18% | 3,028 | -41 | -1.3% | -$7,417 | 减仓 |
| DAL | DELTA AIR LINES INC | $54.91万 | 0.18% | 5,863 | -309 | -5.0% | -$2.89万 | 减仓 |
| RBRK | RUBRIK INC. | $55.33万 | 0.18% | 6,892 | 6,892 | — | $55.33万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $55.41万 | 0.18% | 3,324 | 1,963 | 144.2% | $32.72万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $55.51万 | 0.18% | 5,303 | 746 | 16.4% | $7.81万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $56.83万 | 0.19% | 2,485 | 540 | 27.8% | $12.35万 | 加仓 |
| ES | EVERSOURCE ENERGY | $57.14万 | 0.19% | 7,907 | 4,708 | 147.2% | $34.02万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.54万 | 0.19% | 2,337 | 219 | 10.3% | $5.39万 | 加仓 |
| NEM | NEWMONT CORP | $57.58万 | 0.19% | 6,165 | -831 | -11.9% | -$7.76万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $58.40万 | 0.19% | 14,717 | -4,929 | -25.1% | -$19.56万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $58.55万 | 0.19% | 1,547 | -41 | -2.6% | -$1.55万 | 减仓 |
| ARMK | ARAMARK | $58.55万 | 0.19% | 10,290 | -174 | -1.7% | -$9,901 | 减仓 |
| SNOW | SNOWFLAKE INC | $59.04万 | 0.20% | 2,320 | 868 | 59.8% | $22.09万 | 加仓 |