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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,925.48万 | 6.41% | 28,035 | -547 | -1.9% | -$37.57万 | 减仓 |
| GOOG | ALPHABET INC | $1,545.77万 | 5.15% | 43,749 | 336 | 0.8% | $11.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,262.02万 | 4.20% | 16,900 | -19 | -0.1% | -$1.42万 | 减仓 |
| XYLD | GLOBAL X FDS | $1,249.11万 | 4.16% | 306,229 | 37,542 | 14.0% | $153.13万 | 加仓 |
| QYLD | GLOBAL X FDS | $1,243.79万 | 4.14% | 674,870 | 94,646 | 16.3% | $174.43万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,155.95万 | 3.85% | 188,082 | 47,327 | 33.6% | $290.87万 | 加仓 |
| IWM | ISHARES TR | $826.03万 | 2.75% | 27,493 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $726.94万 | 2.42% | 69,979 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $658.34万 | 2.19% | 22,752 | 2,670 | 13.3% | $77.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $656.49万 | 2.19% | 32,810 | 5,219 | 18.9% | $104.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $559.12万 | 1.86% | 126,041 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $545.42万 | 1.82% | 15,262 | -453 | -2.9% | -$16.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $380.92万 | 1.27% | 3,300 | -1,053 | -24.2% | -$121.55万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $351.27万 | 1.17% | 42,869 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $329.72万 | 1.10% | 13,834 | 4,419 | 46.9% | $105.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $328.71万 | 1.09% | 8,812 | 3,153 | 55.7% | $117.61万 | 加仓 |
| IVV | ISHARES TR | $316.86万 | 1.06% | 4,231 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $271.78万 | 0.91% | 6,272 | -2,311 | -26.9% | -$100.14万 | 减仓 |
| DVY | ISHARES TR | $264.46万 | 0.88% | 16,920 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $245.69万 | 0.82% | 135,816 | 11 | 0.0% | $199 | 加仓 |
| FIG | FIGMA INC 看跌期权 | $244.22万 | 0.81% | 135,000 | -5,000 | -3.6% | -$9.04万 | 减仓 |
| FIX | COMFORT SYS USA INC | $238.43万 | 0.79% | 1,203 | -11 | -0.9% | -$2.18万 | 减仓 |
| TSLA | TESLA INC | $230.57万 | 0.77% | 5,482 | 3,304 | 151.7% | $138.97万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $215.76万 | 0.72% | 3,378 | -1,226 | -26.6% | -$78.31万 | 减仓 |
| MRK | MERCK & CO INC | $209.79万 | 0.70% | 16,326 | -2,237 | -12.1% | -$28.75万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $206.65万 | 0.69% | 7,140 | -131 | -1.8% | -$3.79万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $186.82万 | 0.62% | 33,078 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $181.31万 | 0.60% | 4,800 | 281 | 6.2% | $10.61万 | 加仓 |
| INTC | INTEL CORP | $171.06万 | 0.57% | 12,251 | -13,293 | -52.0% | -$185.61万 | 减仓 |
| EIX | EDISON INTL | $170.89万 | 0.57% | 22,954 | -2,508 | -9.8% | -$18.67万 | 减仓 |
| FTI | TECHNIPFMC PLC | $157.07万 | 0.52% | 23,691 | -334 | -1.4% | -$2.21万 | 减仓 |
| CB | CHUBB LIMITED | $155.89万 | 0.52% | 4,575 | 36 | 0.8% | $1.23万 | 加仓 |
| FDX | FEDEX CORP | $153.84万 | 0.51% | 4,913 | -259 | -5.0% | -$8.11万 | 减仓 |
| SGOV | ISHARES TR | $142.88万 | 0.48% | 14,193 | 14,193 | — | $142.88万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $137.41万 | 0.46% | 11,453 | 11,453 | — | $137.41万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $128.83万 | 0.43% | 22,359 | -858 | -3.7% | -$4.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $128.09万 | 0.43% | 2,205 | -166 | -7.0% | -$9.64万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $127.77万 | 0.43% | 20,316 | 1,029 | 5.3% | $6.47万 | 加仓 |
| GLDM | WORLD GOLD TR | $124.35万 | 0.41% | 15,658 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $120.77万 | 0.40% | 18,814 | -1,174 | -5.9% | -$7.54万 | 减仓 |
| PCG | PG&E CORP | $120.67万 | 0.40% | 71,742 | -3,293 | -4.4% | -$5.54万 | 减仓 |
| SNDK | SANDISK CORP | $118.46万 | 0.39% | 521 | -866 | -62.4% | -$196.90万 | 减仓 |
| META | META PLATFORMS INC | $115.42万 | 0.38% | 2,049 | 772 | 60.5% | $43.49万 | 加仓 |
| GLD | SPDR GOLD TR | $110.48万 | 0.37% | 2,999 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $110.12万 | 0.37% | 7,695 | 1,017 | 15.2% | $14.55万 | 加仓 |
| GM | GENERAL MTRS CO | $108.68万 | 0.36% | 14,100 | 542 | 4.0% | $4.18万 | 加仓 |
| PSX | PHILLIPS 66 | $108.53万 | 0.36% | 6,420 | 493 | 8.3% | $8.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.18万 | 0.36% | 2,162 | 1,182 | 120.6% | $59.15万 | 加仓 |
| LLY | ELI LILLY & CO | $106.15万 | 0.35% | 885 | 289 | 48.5% | $34.66万 | 加仓 |
| TER | TERADYNE INC | $103.74万 | 0.35% | 2,144 | 51 | 2.4% | $2.47万 | 加仓 |
| CMI | CUMMINS INC | $103.63万 | 0.35% | 1,453 | 140 | 10.7% | $9.98万 | 加仓 |
| CIEN | CIENA CORP | $102.43万 | 0.34% | 2,088 | -270 | -11.5% | -$13.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $100.41万 | 0.33% | 2,999 | -164 | -5.2% | -$5.49万 | 减仓 |
| FTNT | FORTINET INC | $94.38万 | 0.31% | 6,144 | 516 | 9.2% | $7.93万 | 加仓 |
| GEV | GE VERNOVA INC | $94.22万 | 0.31% | 802 | 15 | 1.9% | $1.76万 | 加仓 |
| ROST | ROSS STORES INC | $94.16万 | 0.31% | 4,424 | 616 | 16.2% | $13.11万 | 加仓 |
| EQIX | EQUINIX INC | $94.13万 | 0.31% | 903 | 97 | 12.0% | $10.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $93.77万 | 0.31% | 2,865 | 798 | 38.6% | $26.12万 | 加仓 |
| WMT | WALMART INC | $90.21万 | 0.30% | 7,965 | -2,955 | -27.1% | -$33.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $90.14万 | 0.30% | 1,224 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $89.47万 | 0.30% | 6,540 | -361 | -5.2% | -$4.94万 | 减仓 |
| — | ADVISORSHARES TR | $88.19万 | 0.29% | 5,920 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $87.33万 | 0.29% | 17,269 | 1,705 | 11.0% | $8.62万 | 加仓 |
| HD | HOME DEPOT INC | $85.91万 | 0.29% | 2,436 | 2,436 | — | $85.91万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $84.12万 | 0.28% | 1,349 | -317 | -19.0% | -$19.77万 | 减仓 |
| C | CITIGROUP INC | $83.15万 | 0.28% | 5,941 | 570 | 10.6% | $7.98万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $79.01万 | 0.26% | 18,974 | 2,094 | 12.4% | $8.72万 | 加仓 |
| BWA | BORGWARNER INC | $76.71万 | 0.26% | 11,553 | -1,258 | -9.8% | -$8.35万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $76.40万 | 0.25% | 11,374 | 1,814 | 19.0% | $12.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $76.30万 | 0.25% | 2,063 | 123 | 6.3% | $4.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $76.22万 | 0.25% | 3,001 | -21 | -0.7% | -$5,333 | 减仓 |
| VTR | VENTAS INC | $75.59万 | 0.25% | 8,512 | -468 | -5.2% | -$4.16万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $75.56万 | 0.25% | 1,225 | 1,225 | — | $75.56万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $75.14万 | 0.25% | 6,189 | 1 | 0.0% | $121 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $74.04万 | 0.25% | 8,300 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $72.59万 | 0.24% | 5,905 | -382 | -6.1% | -$4.70万 | 减仓 |
| NTRA | NATERA INC | $72.59万 | 0.24% | 2,674 | -89 | -3.2% | -$2.42万 | 减仓 |
| TJX | TJX COS INC NEW | $71.10万 | 0.24% | 4,693 | 381 | 8.8% | $5.77万 | 加仓 |
| DOV | DOVER CORP | $70.07万 | 0.23% | 3,124 | -482 | -13.4% | -$10.81万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $69.13万 | 0.23% | 9,866 | 94 | 1.0% | $6,587 | 加仓 |
| CAT | CATERPILLAR INC | $69.01万 | 0.23% | 648 | 70 | 12.1% | $7.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.16万 | 0.23% | 1,640 | 768 | 88.1% | $31.92万 | 加仓 |
| ILMN | ILLUMINA INC | $67.98万 | 0.23% | 3,866 | 105 | 2.8% | $1.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.52万 | 0.22% | 5,787 | 187 | 3.3% | $2.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.37万 | 0.22% | 2,360 | 942 | 66.4% | $26.49万 | 加仓 |
| V | VISA INC | $66.28万 | 0.22% | 1,932 | 386 | 25.0% | $13.24万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $65.70万 | 0.22% | 3,275 | -1,830 | -35.8% | -$36.71万 | 重新持有 |
| GE | GE AEROSPACE | $65.44万 | 0.22% | 1,751 | -638 | -26.7% | -$23.84万 | 减仓 |
| BIIB | BIOGEN INC | $62.51万 | 0.21% | 2,893 | 92 | 3.3% | $1.99万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $62.09万 | 0.21% | 7,200 | 85 | 1.2% | $7,330 | 加仓 |
| INCY | INCYTE CORP | $61.46万 | 0.20% | 5,422 | -272 | -4.8% | -$3.08万 | 减仓 |
| SNOW | SNOWFLAKE INC | $59.04万 | 0.20% | 2,320 | 868 | 59.8% | $22.09万 | 加仓 |
| ARMK | ARAMARK | $58.55万 | 0.19% | 10,290 | -174 | -1.7% | -$9,901 | 减仓 |
| ONTO | ONTO INNOVATION INC | $58.55万 | 0.19% | 1,547 | -41 | -2.6% | -$1.55万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $58.40万 | 0.19% | 14,717 | -4,929 | -25.1% | -$19.56万 | 减仓 |
| NEM | NEWMONT CORP | $57.58万 | 0.19% | 6,165 | -831 | -11.9% | -$7.76万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.54万 | 0.19% | 2,337 | 219 | 10.3% | $5.39万 | 加仓 |
| ES | EVERSOURCE ENERGY | $57.14万 | 0.19% | 7,907 | 4,708 | 147.2% | $34.02万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $56.83万 | 0.19% | 2,485 | 540 | 27.8% | $12.35万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $55.51万 | 0.18% | 5,303 | 746 | 16.4% | $7.81万 | 加仓 |