SURIENCE PRIVATE WEALTH LLC
YAKIMA WA · SEC CIK 0001900195
$1.14亿2026Q2 申报市值
45持仓数
54.2%前十大占比 · 第一大 10.2%
14 / 12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
QQQ 加仓+$649.73万
IWM 加仓+$534.41万
XLV 新建仓+$531.73万
ITA 新建仓+$472.40万
MTUM 新建仓+$391.17万
2026Q2 卖出最多 按季末市值估算
SCHD 减仓-$894.10万
VYMI 减仓-$647.99万
XLK 重新持有-$512.42万
IJH 清仓-$500.52万
XLE 清仓-$419.88万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $1,158.45万 | 10.19% | 38,557 | 17,787 | 85.6% | $534.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $945.98万 | 8.32% | 12,846 | 8,823 | 219.3% | $649.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $928.61万 | 8.17% | 12,435 | 225 | 1.8% | $16.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $531.73万 | 4.68% | 33,514 | 33,514 | — | $531.73万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $525.06万 | 4.62% | 97,941 | -29,626 | -23.2% | -$158.82万 | 重新持有 |
| ITA | ISHARES TR | $472.40万 | 4.15% | 19,487 | 19,487 | — | $472.40万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $450.37万 | 3.96% | 102,287 | -7,539 | -6.9% | -$33.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $397.92万 | 3.50% | 20,886 | -26,896 | -56.3% | -$512.42万 | 重新持有 |
| MTUM | ISHARES TR | $391.17万 | 3.44% | 11,410 | 11,410 | — | $391.17万 | 新建仓 |
| TLH | ISHARES TR | $355.84万 | 3.13% | 35,460 | 14,121 | 66.2% | $141.70万 | 重新持有 |
| MINT | PIMCO ETF TR | $350.61万 | 3.08% | 34,779 | 4,022 | 13.1% | $40.55万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $342.33万 | 3.01% | 67,334 | 67,334 | — | $342.33万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $315.38万 | 2.77% | 62,046 | 62,046 | — | $315.38万 | 新建仓 |
| GIS | GENERAL MILLS INC | $312.59万 | 2.75% | 89,824 | 89,824 | — | $312.59万 | 新建仓 |
| GOOG | ALPHABET INC | $304.18万 | 2.68% | 8,609 | 8,609 | — | $304.18万 | 新建仓 |
| MS | MORGAN STANLEY | $300.08万 | 2.64% | 14,355 | 14,355 | — | $300.08万 | 新建仓 |
| GEV | GE VERNOVA INC | $254.59万 | 2.24% | 2,167 | 2,167 | — | $254.59万 | 新建仓 |
| IEI | ISHARES TR | $245.60万 | 2.16% | 20,911 | 10,742 | 105.6% | $126.16万 | 加仓 |
| CB | CHUBB LIMITED | $240.70万 | 2.12% | 7,064 | 7,064 | — | $240.70万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $227.88万 | 2.00% | 22,493 | -1,922 | -7.9% | -$19.47万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $190.64万 | 1.68% | 37,690 | -3,514 | -8.5% | -$17.77万 | 减仓 |
| IEF | ISHARES TR | $190.44万 | 1.67% | 20,137 | 9,462 | 88.6% | $89.48万 | 加仓 |
| TLT | ISHARES TR | $179.76万 | 1.58% | 20,801 | 3,730 | 21.8% | $32.23万 | 加仓 |
| SHY | ISHARES TR | $177.94万 | 1.56% | 21,671 | 7,149 | 49.2% | $58.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $159.72万 | 1.40% | 50,368 | -281,962 | -84.8% | -$894.10万 | 减仓 |
| EEM | ISHARES TR | $158.33万 | 1.39% | 23,145 | 10,854 | 88.3% | $74.25万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $154.22万 | 1.36% | 15,705 | -65,987 | -80.8% | -$647.99万 | 减仓 |
| MUB | ISHARES TR | $152.40万 | 1.34% | 14,161 | -1,347 | -8.7% | -$14.50万 | 减仓 |
| QUAL | ISHARES TR | $128.26万 | 1.13% | 5,845 | 5,845 | — | $128.26万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $114.08万 | 1.00% | 19,342 | -1,401 | -6.8% | -$8.26万 | 减仓 |
| PFF | ISHARES TR | $88.35万 | 0.78% | 28,976 | 28,976 | — | $88.35万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $84.12万 | 0.74% | 27,882 | -7,867 | -22.0% | -$23.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $82.90万 | 0.73% | 18,285 | 7,256 | 65.8% | $32.90万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $63.18万 | 0.56% | 17,968 | 5 | 0.0% | $176 | 加仓 |
| GDX | VANECK ETF TRUST | $56.90万 | 0.50% | 7,542 | 4,220 | 127.0% | $31.84万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $53.83万 | 0.47% | 28,526 | -8,402 | -22.8% | -$15.85万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $45.69万 | 0.40% | 9,096 | -1,878 | -17.1% | -$9.43万 | 减仓 |
| REMX | VANECK ETF TRUST | $39.87万 | 0.35% | 4,505 | 4,505 | — | $39.87万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $39.51万 | 0.35% | 4,100 | 246 | 6.4% | $2.37万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $37.79万 | 0.33% | 14,261 | -1,200 | -7.8% | -$3.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $35.66万 | 0.31% | 956 | -6,446 | -87.1% | -$240.45万 | 减仓 |
| AMLP | ALPS ETF TR | $22.37万 | 0.20% | 4,315 | -75,494 | -94.6% | -$391.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.98万 | 0.19% | 235 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $20.66万 | 0.18% | 2,487 | -3,235 | -56.5% | -$26.87万 | 减仓 |
| TER | TERADYNE INC | $20.32万 | 0.18% | 420 | 420 | — | $20.32万 | 新建仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -74,118 | -100.0% | -$500.52万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -68,540 | -100.0% | -$419.88万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -7,815 | -100.0% | -$299.63万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -13,775 | -100.0% | -$240.24万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -6,453 | -100.0% | -$239.89万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -146,001 | -100.0% | -$232.29万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -10,566 | -100.0% | -$220.06万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -21,538 | -100.0% | -$149.26万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -13,948 | -100.0% | -$140.40万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -64,988 | -100.0% | -$110.93万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -6,471 | -100.0% | -$60.78万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -13,239 | -100.0% | -$55.18万 | 清仓 |