PURSUE WEALTH PARTNERS LLC
ALAMO CA · SEC CIK 0001911091
$1.67亿2026Q1 申报市值
101持仓数
41.9%前十大占比 · 第一大 7.2%
12 / 13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
BRK/B 加仓+$243.84万
IEMG 新建仓+$222.50万
PANW 加仓+$215.79万
AMLP 新建仓+$160.10万
CVX 加仓+$150.00万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$714.10万
AMZN 减仓-$339.81万
AAPL 减仓-$301.20万
MSFT 减仓-$266.74万
ADSK 清仓-$248.50万
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $318.30万 | 1.90% | 12,835 | -2,421 | -15.9% | -$60.04万 | 减仓 |
| META | META PLATFORMS INC | $334.70万 | 2.00% | 5,850 | 447 | 8.3% | $25.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $335.70万 | 2.01% | 5,817 | -1,091 | -15.8% | -$62.96万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $407.60万 | 2.44% | 32,490 | -3,731 | -10.3% | -$46.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $441.10万 | 2.64% | 6,782 | 65 | 1.0% | $4.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $476.20万 | 2.85% | 22,143 | 4,834 | 27.9% | $103.96万 | 加仓 |
| MDB | MONGODB INC | $478.90万 | 2.86% | 19,564 | 1,289 | 7.1% | $31.55万 | 加仓 |
| AAPL | APPLE INC | $497.40万 | 2.97% | 19,599 | -11,868 | -37.7% | -$301.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $511.20万 | 3.05% | 13,095 | -4,711 | -26.5% | -$183.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $520.80万 | 3.11% | 10,869 | 5,089 | 88.0% | $243.84万 | 加仓 |
| GOOG | ALPHABET INC | $595.80万 | 3.56% | 20,770 | -2,100 | -9.2% | -$60.24万 | 减仓 |
| WMT | WALMART INC | $600.00万 | 3.59% | 48,281 | 1 | 0.0% | $124 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $628.80万 | 3.76% | 67,137 | 3,115 | 4.9% | $29.17万 | 加仓 |
| AMZN | AMAZON COM INC | $733.50万 | 4.38% | 35,219 | -16,316 | -31.7% | -$339.81万 | 减仓 |
| MOAT | VANECK ETF TRUST | $850.80万 | 5.08% | 87,987 | -397 | -0.4% | -$3.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $879.70万 | 5.26% | 23,765 | -7,206 | -23.3% | -$266.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,197.90万 | 7.16% | 68,688 | -7,436 | -9.8% | -$129.68万 | 减仓 |