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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,707.92万 | 7.11% | 28,582 | 26 | 0.1% | $1.55万 | 加仓 |
| GOOG | ALPHABET INC | $1,245.35万 | 5.18% | 43,413 | 531 | 1.2% | $15.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,100.29万 | 4.58% | 16,919 | -576 | -3.3% | -$37.46万 | 减仓 |
| XYLD | GLOBAL X FDS | $1,051.37万 | 4.38% | 268,687 | -7,501 | -2.7% | -$29.35万 | 减仓 |
| QYLD | GLOBAL X FDS | $995.08万 | 4.14% | 580,224 | -33,114 | -5.4% | -$56.79万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $781.47万 | 3.25% | 140,755 | 31,478 | 28.8% | $174.77万 | 加仓 |
| IWM | ISHARES TR | $681.83万 | 2.84% | 27,493 | -447 | -1.6% | -$11.09万 | 减仓 |
| EFA | ISHARES TR | $679.71万 | 2.83% | 69,979 | -1,550 | -2.2% | -$15.06万 | 减仓 |
| AAPL | APPLE INC | $509.65万 | 2.12% | 20,082 | -1,899 | -8.6% | -$48.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $489.80万 | 2.04% | 126,041 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $481.18万 | 2.00% | 27,591 | -11,391 | -29.2% | -$198.66万 | 减仓 |
| GOOGL | ALPHABET INC | $451.90万 | 1.88% | 15,715 | 1,504 | 10.6% | $43.25万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $303.98万 | 1.27% | 42,869 | -1,151 | -2.6% | -$8.16万 | 减仓 |
| FIG | FIGMA INC 看跌期权 | $295.96万 | 1.23% | 140,000 | -100,000 | -41.7% | -$211.40万 | 减仓 |
| FIG | FIGMA INC | $287.09万 | 1.19% | 135,805 | -100,000 | -42.4% | -$211.40万 | 减仓 |
| IVV | ISHARES TR | $276.37万 | 1.15% | 4,231 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $256.19万 | 1.07% | 16,920 | -350 | -2.0% | -$5.30万 | 减仓 |
| MRK | MERCK & CO INC | $223.29万 | 0.93% | 18,563 | -22 | -0.1% | -$2,646 | 减仓 |
| MSFT | MICROSOFT CORP | $209.48万 | 0.87% | 5,659 | -482 | -7.8% | -$17.84万 | 减仓 |
| AMZN | AMAZON COM INC | $196.09万 | 0.82% | 9,415 | -4,671 | -33.2% | -$97.28万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $187.49万 | 0.78% | 33,078 | -4,700 | -12.4% | -$26.64万 | 减仓 |
| EIX | EDISON INTL | $186.33万 | 0.78% | 25,462 | -3,032 | -10.6% | -$22.19万 | 减仓 |
| FDX | FEDEX CORP | $184.22万 | 0.77% | 5,172 | 57 | 1.1% | $2.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $183.38万 | 0.76% | 8,583 | 20 | 0.2% | $4,273 | 加仓 |
| FIX | COMFORT SYS USA INC | $167.41万 | 0.70% | 1,214 | -325 | -21.1% | -$44.82万 | 减仓 |
| FTI | TECHNIPFMC PLC | $166.08万 | 0.69% | 24,025 | 259 | 1.1% | $1.79万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $154.07万 | 0.64% | 7,271 | -149 | -2.0% | -$3.16万 | 减仓 |
| CB | CHUBB LTD SWITZ | $147.94万 | 0.62% | 4,539 | -1,770 | -28.1% | -$57.69万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $147.06万 | 0.61% | 4,353 | -489 | -10.1% | -$16.52万 | 减仓 |
| GLDM | WORLD GOLD TR | $145.13万 | 0.60% | 15,658 | -1,311 | -7.7% | -$12.15万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $140.81万 | 0.59% | 23,217 | -10,665 | -31.5% | -$64.68万 | 减仓 |
| AVGO | BROADCOM INC | $139.87万 | 0.58% | 4,519 | 1,280 | 39.5% | $39.62万 | 加仓 |
| WMT | WALMART INC | $135.72万 | 0.56% | 10,920 | -2,368 | -17.8% | -$29.43万 | 减仓 |
| PCG | PG&E CORP | $131.84万 | 0.55% | 75,035 | -38,612 | -34.0% | -$67.84万 | 减仓 |
| GLD | SPDR GOLD TR | $129.04万 | 0.54% | 2,999 | -80 | -2.6% | -$3.44万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $128.72万 | 0.54% | 1,666 | 27 | 1.6% | $2.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $124.53万 | 0.52% | 4,604 | 8 | 0.2% | $2,164 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $113.37万 | 0.47% | 19,287 | 278 | 1.5% | $1.63万 | 加仓 |
| INTC | INTEL CORP | $112.73万 | 0.47% | 25,544 | -17,045 | -40.0% | -$75.22万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $112.56万 | 0.47% | 47,886 | -7,418 | -13.4% | -$17.44万 | 减仓 |
| PSX | PHILLIPS 66 | $107.98万 | 0.45% | 5,927 | -2,221 | -27.3% | -$40.46万 | 减仓 |
| GM | GENERAL MTRS CO | $101.01万 | 0.42% | 13,558 | 1,448 | 12.0% | $10.79万 | 加仓 |
| CIEN | CIENA CORP | $91.54万 | 0.38% | 2,358 | 1 | 0.0% | $388 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $90.46万 | 0.38% | 6,901 | -944 | -12.0% | -$12.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $89.81万 | 0.37% | 1,486 | -267 | -15.2% | -$16.14万 | 减仓 |
| SNDK | SANDISK CORP | $88.12万 | 0.37% | 1,387 | -1,477 | -51.6% | -$93.84万 | 减仓 |
| ABNB | AIRBNB INC | $84.33万 | 0.35% | 6,678 | -4,218 | -38.7% | -$53.26万 | 减仓 |
| PEP | PEPSICO INC | $83.93万 | 0.35% | 5,405 | -6,877 | -56.0% | -$106.79万 | 减仓 |
| ROST | ROSS STORES INC | $82.49万 | 0.34% | 3,808 | 15 | 0.4% | $3,249 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.92万 | 0.34% | 5,600 | -5,097 | -47.6% | -$74.56万 | 减仓 |
| TSLA | TESLA INC | $80.97万 | 0.34% | 2,178 | -1,085 | -33.3% | -$40.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $79.26万 | 0.33% | 3,163 | 974 | 44.5% | $24.41万 | 加仓 |
| EQIX | EQUINIX INC | $79.01万 | 0.33% | 806 | 105 | 15.0% | $10.29万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.77万 | 0.33% | 15,564 | 15,564 | — | $78.77万 | 新建仓 |
| NEM | NEWMONT CORP | $75.73万 | 0.32% | 6,996 | -4,171 | -37.4% | -$45.15万 | 减仓 |
| — | ADVISORSHARES TR | $75.28万 | 0.31% | 5,920 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $75.17万 | 0.31% | 3,606 | 1 | 0.0% | $208 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $75.17万 | 0.31% | 19,646 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.87万 | 0.31% | 3,022 | 5 | 0.2% | $1,222 | 加仓 |
| NOW | SERVICENOW INC | $73.50万 | 0.31% | 7,030 | 3,515 | 100.0% | $36.75万 | 加仓 |
| VTR | VENTAS INC | $73.44万 | 0.31% | 8,980 | -3,048 | -25.3% | -$24.93万 | 减仓 |
| — | EXXON MOBIL CORP | $73.28万 | 0.31% | 4,319 | 15 | 0.3% | $2,545 | 加仓 |
| META | META PLATFORMS INC | $73.06万 | 0.30% | 1,277 | -282 | -18.1% | -$16.13万 | 减仓 |
| TSN | TYSON FOODS INC | $71.66万 | 0.30% | 11,185 | -1,141 | -9.3% | -$7.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $70.65万 | 0.29% | 1,224 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $70.64万 | 0.29% | 1,313 | 5 | 0.4% | $2,690 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $70.42万 | 0.29% | 8,300 | 8,300 | — | $70.42万 | 新建仓 |
| MLI | MUELLER INDS INC | $69.66万 | 0.29% | 6,287 | -2,553 | -28.9% | -$28.29万 | 减仓 |
| BWA | BORGWARNER INC | $69.51万 | 0.29% | 12,811 | -3,513 | -21.5% | -$19.06万 | 减仓 |
| TJX | TJX COS INC NEW | $68.86万 | 0.29% | 4,312 | -3,550 | -45.2% | -$56.69万 | 减仓 |
| GEV | GE VERNOVA INC | $68.70万 | 0.29% | 787 | -228 | -22.5% | -$19.90万 | 减仓 |
| GE | GE AEROSPACE | $67.79万 | 0.28% | 2,389 | -2,329 | -49.4% | -$66.09万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $67.22万 | 0.28% | 16,880 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $65.44万 | 0.27% | 19,988 | -22,609 | -53.1% | -$74.02万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $64.80万 | 0.27% | 7,739 | 627 | 8.8% | $5.25万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $64.73万 | 0.27% | 1,704 | -28 | -1.6% | -$1.06万 | 减仓 |
| DG | DOLLAR GEN CORP | $63.12万 | 0.26% | 5,316 | -3,565 | -40.1% | -$42.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.23万 | 0.26% | 1,940 | 1 | 0.1% | $321 | 加仓 |
| TER | TERADYNE INC | $62.05万 | 0.26% | 2,093 | 538 | 34.6% | $15.95万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $61.98万 | 0.26% | 6,188 | 347 | 5.9% | $3.48万 | 加仓 |
| C | CITIGROUP INC | $60.91万 | 0.25% | 5,371 | -2,478 | -31.6% | -$28.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $60.80万 | 0.25% | 2,067 | -222 | -9.7% | -$6.53万 | 减仓 |
| CRM | SALESFORCE INC | $60.72万 | 0.25% | 3,253 | 1,955 | 150.6% | $36.49万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $60.65万 | 0.25% | 1,767 | -1,828 | -50.8% | -$62.74万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $58.60万 | 0.24% | 9,772 | 256 | 2.7% | $1.54万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $58.31万 | 0.24% | 6,769 | 6,769 | — | $58.31万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $57.26万 | 0.24% | 3,964 | 2,378 | 149.9% | $34.35万 | 加仓 |
| FIVE | FIVE BELOW INC | $57.23万 | 0.24% | 2,505 | 402 | 19.1% | $9.18万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $55.83万 | 0.23% | 9,560 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $55.26万 | 0.23% | 2,763 | -1,391 | -33.5% | -$27.82万 | 减仓 |
| LLY | ELI LILLY & CO | $54.82万 | 0.23% | 596 | 51 | 9.4% | $4.69万 | 加仓 |
| INCY | INCYTE CORP | $53.59万 | 0.22% | 5,694 | -3,332 | -36.9% | -$31.36万 | 减仓 |
| BIIB | BIOGEN INC | $51.35万 | 0.21% | 2,801 | 134 | 5.0% | $2.46万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.74万 | 0.21% | 3,069 | -405 | -11.7% | -$6.70万 | 减仓 |
| WELL | WELLTOWER INC | $49.33万 | 0.21% | 2,495 | -1,613 | -39.3% | -$31.89万 | 减仓 |
| TPR | TAPESTRY INC | $48.43万 | 0.20% | 3,432 | 2 | 0.1% | $282 | 加仓 |
| AA | ALCOA CORP | $48.39万 | 0.20% | 7,296 | 10 | 0.1% | $663 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.23万 | 0.20% | 2,371 | -59 | -2.4% | -$1.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.96万 | 0.20% | 980 | -1,454 | -59.7% | -$69.68万 | 减仓 |
| V | VISA INC | $46.73万 | 0.19% | 1,546 | 105 | 7.3% | $3.17万 | 加仓 |