SURIENCE PRIVATE WEALTH LLC
YAKIMA WA · SEC CIK 0001900195
$9,315.95万2026Q1 申报市值
40持仓数
59.0%前十大占比 · 第一大 10.9%
14 / 9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
VYMI 加仓+$745.46万
IJH 新建仓+$500.52万
XLRE 新建仓+$448.42万
AMLP 新建仓+$420.11万
XLE 新建仓+$419.88万
2026Q1 卖出最多 按季末市值估算
GE 清仓-$449.66万
RTX 清仓-$438.71万
GS 清仓-$432.56万
CAT 清仓-$415.39万
IBM 清仓-$403.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,019.59万 | 10.94% | 332,330 | -96,371 | -22.5% | -$295.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $794.07万 | 8.52% | 12,210 | 1,163 | 10.5% | $75.63万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $769.87万 | 8.26% | 81,692 | 79,102 | 3,054.1% | $745.46万 | 加仓 |
| IWM | ISHARES TR | $515.10万 | 5.53% | 20,770 | -15,795 | -43.2% | -$391.72万 | 减仓 |
| IJH | ISHARES TR | $500.52万 | 5.37% | 74,118 | 74,118 | — | $500.52万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $448.42万 | 4.81% | 109,826 | 109,826 | — | $448.42万 | 新建仓 |
| AMLP | ALPS ETF TR | $420.11万 | 4.51% | 79,809 | 79,809 | — | $420.11万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $419.88万 | 4.51% | 68,540 | 68,540 | — | $419.88万 | 新建仓 |
| MINT | PIMCO ETF TR | $309.32万 | 3.32% | 30,757 | 30,757 | — | $309.32万 | 新建仓 |
| SMH | VANECK ETF TRUST | $299.63万 | 3.22% | 7,815 | 7,202 | 1,174.9% | $276.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $274.00万 | 2.94% | 7,402 | 6,450 | 677.5% | $238.76万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $246.93万 | 2.65% | 24,415 | 21,063 | 628.4% | $213.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $240.24万 | 2.58% | 13,775 | -2,489 | -15.3% | -$43.41万 | 减仓 |
| TSLA | TESLA INC | $239.89万 | 2.58% | 6,453 | -413 | -6.0% | -$15.35万 | 减仓 |
| VALE | VALE S A | $232.29万 | 2.49% | 146,001 | -24,189 | -14.2% | -$38.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $232.20万 | 2.49% | 4,023 | 3,414 | 560.6% | $197.05万 | 加仓 |
| AMZN | AMAZON COM INC | $220.06万 | 2.36% | 10,566 | -8,351 | -44.1% | -$173.93万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $205.57万 | 2.21% | 41,204 | 35,558 | 629.8% | $177.40万 | 加仓 |
| MUB | ISHARES TR | $164.62万 | 1.77% | 15,508 | 13,386 | 630.8% | $142.09万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $149.26万 | 1.60% | 21,538 | 9,960 | 86.0% | $69.02万 | 重新持有 |
| TLT | ISHARES TR | $147.99万 | 1.59% | 17,071 | 2,806 | 19.7% | $24.33万 | 重新持有 |
| SGOV | ISHARES TR | $140.40万 | 1.51% | 13,948 | 13,948 | — | $140.40万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $126.69万 | 1.36% | 35,749 | 25,454 | 247.2% | $90.21万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $123.52万 | 1.33% | 20,743 | -13,060 | -38.6% | -$77.77万 | 重新持有 |
| IEI | ISHARES TR | $120.60万 | 1.29% | 10,169 | 10,169 | — | $120.60万 | 新建仓 |
| SHY | ISHARES TR | $119.91万 | 1.29% | 14,522 | 14,522 | — | $119.91万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $110.93万 | 1.19% | 64,988 | 51,361 | 376.9% | $87.67万 | 重新持有 |
| IEF | ISHARES TR | $101.88万 | 1.09% | 10,675 | 8,242 | 338.8% | $78.66万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $90.07万 | 0.97% | 36,928 | 22,665 | 158.9% | $55.28万 | 加仓 |
| EEM | ISHARES TR | $69.80万 | 0.75% | 12,291 | 8,306 | 208.4% | $47.17万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $62.37万 | 0.67% | 17,963 | -43,400 | -70.7% | -$150.68万 | 减仓 |
| EMB | ISHARES TR | $60.78万 | 0.65% | 6,471 | 6,471 | — | $60.78万 | 新建仓 |
| TQQQ | PROSHARES TR | $55.18万 | 0.59% | 13,239 | 4,524 | 51.9% | $18.86万 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $54.82万 | 0.59% | 10,974 | 10,974 | — | $54.82万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $50.61万 | 0.54% | 11,029 | 11,029 | — | $50.61万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $46.91万 | 0.50% | 5,722 | 5,722 | — | $46.91万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $41.14万 | 0.44% | 15,461 | 15,461 | — | $41.14万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $36.89万 | 0.40% | 3,854 | -18,693 | -82.9% | -$178.93万 | 减仓 |
| GDX | VANECK ETF TRUST | $30.49万 | 0.33% | 3,322 | 3,322 | — | $30.49万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.42万 | 0.25% | 235 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -14,598 | -100.0% | -$449.66万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -23,921 | -100.0% | -$438.71万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -4,921 | -100.0% | -$432.56万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -7,251 | -100.0% | -$415.39万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -13,612 | -100.0% | -$403.20万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -32,444 | -100.0% | -$210.92万 | 清仓 |
| — | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$204.58万 | 清仓 |
| — | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$184.29万 | 清仓 |
| — | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$86.16万 | 清仓 |