UDINE WEALTH MANAGEMENT, INC.
BOCA RATON FL · SEC CIK 0001907240
$2.05亿2026Q1 申报市值
35持仓数
68.0%前十大占比 · 第一大 14.7%
3 / 6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
APO 新建仓+$276.92万
TLT 新建仓+$259.17万
IWM 新建仓+$250.88万
BA 重新持有+$202.99万
MSFT 加仓+$172.24万
2026Q1 卖出最多 按季末市值估算
NKE 清仓-$267.10万
CRM 清仓-$266.00万
ZETA 清仓-$258.70万
BX 清仓-$252.70万
EOSE 清仓-$173.10万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $3,003.60万 | 14.68% | 327,761 | 10,564 | 3.3% | $96.81万 | 加仓 |
| GOOG | ALPHABET INC | $1,981.32万 | 9.68% | 68,901 | 2,141 | 3.2% | $61.57万 | 加仓 |
| AAPL | APPLE INC | $1,929.79万 | 9.43% | 76,039 | 3,536 | 4.9% | $89.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,745.50万 | 8.53% | 47,154 | 4,653 | 10.9% | $172.24万 | 加仓 |
| SHV | ISHARES TR | $1,217.05万 | 5.95% | 110,250 | 3,500 | 3.3% | $38.64万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,113.68万 | 5.44% | 228,448 | 4,698 | 2.1% | $22.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $965.52万 | 4.72% | 32,823 | 834 | 2.6% | $24.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $947.14万 | 4.63% | 19,765 | 1,976 | 11.1% | $94.69万 | 加仓 |
| AMZN | AMAZON COM INC | $538.09万 | 2.63% | 25,836 | 2,323 | 9.9% | $48.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $474.18万 | 2.32% | 27,189 | 295 | 1.1% | $5.14万 | 加仓 |
| — | EXXON MOBIL CORP | $438.59万 | 2.14% | 25,851 | 682 | 2.7% | $11.57万 | 加仓 |
| BE | BLOOM ENERGY CORP | $437.06万 | 2.14% | 32,258 | -5,168 | -13.8% | -$70.02万 | 减仓 |
| TSLA | TESLA INC | $429.15万 | 2.10% | 11,544 | 521 | 4.7% | $19.37万 | 加仓 |
| RKLB | ROCKET LAB CORP | $408.92万 | 2.00% | 63,675 | 2,229 | 3.6% | $14.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $330.99万 | 1.62% | 22,627 | 1,308 | 6.1% | $19.13万 | 加仓 |
| NU | NU HLDGS LTD | $319.29万 | 1.56% | 222,192 | 6,032 | 2.8% | $8.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $303.30万 | 1.48% | 30,829 | 1,059 | 3.6% | $10.42万 | 加仓 |
| HD | HOME DEPOT INC | $277.25万 | 1.35% | 8,430 | 1,955 | 30.2% | $64.30万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $276.92万 | 1.35% | 24,854 | 24,854 | — | $276.92万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $274.59万 | 1.34% | 71,471 | 6,713 | 10.4% | $25.79万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $264.70万 | 1.29% | 38,196 | 1,785 | 4.9% | $12.37万 | 加仓 |
| TLT | ISHARES TR | $259.17万 | 1.27% | 29,896 | 29,896 | — | $259.17万 | 新建仓 |
| RKT | ROCKET COS INC | $254.79万 | 1.24% | 178,801 | 5,475 | 3.2% | $7.80万 | 加仓 |
| IWM | ISHARES TR | $250.88万 | 1.23% | 10,116 | 10,116 | — | $250.88万 | 新建仓 |
| BA | BOEING CO | $247.85万 | 1.21% | 12,453 | 10,199 | 452.5% | $202.99万 | 重新持有 |
| INTC | INTEL CORP | $247.06万 | 1.21% | 55,984 | -14,163 | -20.2% | -$62.50万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $236.35万 | 1.15% | 157,043 | 65,086 | 70.8% | $97.95万 | 加仓 |
| JOBY | JOBY AVIATION INC | $208.94万 | 1.02% | 252,951 | 156,519 | 162.3% | $129.28万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $207.48万 | 1.01% | 14,155 | 0 | 0.0% | — | 不变 |
| RH | RH | $199.94万 | 0.98% | 14,300 | 491 | 3.6% | $6.87万 | 加仓 |
| LMND | LEMONADE INC | $197.05万 | 0.96% | 31,438 | -2,492 | -7.3% | -$15.62万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $162.11万 | 0.79% | 442,914 | 39,148 | 9.7% | $14.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $141.59万 | 0.69% | 19,684 | 2,359 | 13.6% | $16.97万 | 加仓 |
| WRBY | WARBY PARKER INC | $138.48万 | 0.68% | 65,723 | 6,777 | 11.5% | $14.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.57万 | 0.18% | 651 | 51 | 8.5% | $2.94万 | 重新持有 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -41,923 | -100.0% | -$267.10万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -10,042 | -100.0% | -$266.00万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -127,104 | -100.0% | -$258.70万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -16,393 | -100.0% | -$252.70万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -151,006 | -100.0% | -$173.10万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -96,462 | -100.0% | -$158.10万 | 清仓 |