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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,197.90万 | 7.16% | 68,688 | -7,436 | -9.8% | -$129.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $879.70万 | 5.26% | 23,765 | -7,206 | -23.3% | -$266.74万 | 减仓 |
| MOAT | VANECK ETF TRUST | $850.80万 | 5.08% | 87,987 | -397 | -0.4% | -$3.84万 | 减仓 |
| AMZN | AMAZON COM INC | $733.50万 | 4.38% | 35,219 | -16,316 | -31.7% | -$339.81万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $628.80万 | 3.76% | 67,137 | 3,115 | 4.9% | $29.17万 | 加仓 |
| WMT | WALMART INC | $600.00万 | 3.59% | 48,281 | 1 | 0.0% | $124 | 加仓 |
| GOOG | ALPHABET INC | $595.80万 | 3.56% | 20,770 | -2,100 | -9.2% | -$60.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $520.80万 | 3.11% | 10,869 | 5,089 | 88.0% | $243.84万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $511.20万 | 3.05% | 13,095 | -4,711 | -26.5% | -$183.91万 | 减仓 |
| AAPL | APPLE INC | $497.40万 | 2.97% | 19,599 | -11,868 | -37.7% | -$301.20万 | 减仓 |
| MDB | MONGODB INC | $478.90万 | 2.86% | 19,564 | 1,289 | 7.1% | $31.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $476.20万 | 2.85% | 22,143 | 4,834 | 27.9% | $103.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $441.10万 | 2.64% | 6,782 | 65 | 1.0% | $4.23万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $407.60万 | 2.44% | 32,490 | -3,731 | -10.3% | -$46.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $335.70万 | 2.01% | 5,817 | -1,091 | -15.8% | -$62.96万 | 减仓 |
| META | META PLATFORMS INC | $334.70万 | 2.00% | 5,850 | 447 | 8.3% | $25.57万 | 加仓 |
| IWM | ISHARES TR | $318.30万 | 1.90% | 12,835 | -2,421 | -15.9% | -$60.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $296.20万 | 1.77% | 4,957 | -1,917 | -27.9% | -$114.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $248.90万 | 1.49% | 8,462 | -96 | -1.1% | -$2.82万 | 减仓 |
| — | VANECK ETF TRUST | $241.40万 | 1.44% | 64,494 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $233.20万 | 1.39% | 14,549 | 13,463 | 1,239.7% | $215.79万 | 加仓 |
| TSLA | TESLA INC | $232.00万 | 1.39% | 6,240 | -394 | -5.9% | -$14.65万 | 减仓 |
| IEMG | ISHARES INC | $222.50万 | 1.33% | 31,897 | 31,897 | — | $222.50万 | 新建仓 |
| DDOG | DATADOG INC | $207.50万 | 1.24% | 17,574 | -533 | -2.9% | -$6.29万 | 减仓 |
| CVX | CHEVRON CORPORATION | $199.10万 | 1.19% | 9,623 | 7,250 | 305.5% | $150.00万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $197.80万 | 1.18% | 42,049 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $195.70万 | 1.17% | 2,128 | -8 | -0.4% | -$7,357 | 减仓 |
| TLT | ISHARES TR | $168.60万 | 1.01% | 19,445 | -6,123 | -23.9% | -$53.09万 | 减仓 |
| GOOGL | ALPHABET INC | $167.80万 | 1.00% | 5,835 | -2,080 | -26.3% | -$59.82万 | 减仓 |
| IWF | ISHARES TR | $162.30万 | 0.97% | 3,806 | 328 | 9.4% | $13.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $161.20万 | 0.96% | 5,024 | 1 | 0.0% | $321 | 加仓 |
| AMLP | ALPS ETF TR | $160.10万 | 0.96% | 30,410 | 30,410 | — | $160.10万 | 新建仓 |
| SMOT | VANECK ETF TRUST | $159.30万 | 0.95% | 45,261 | 660 | 1.5% | $2.32万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $143.70万 | 0.86% | 36,449 | 6,130 | 20.2% | $24.17万 | 加仓 |
| ICVT | ISHARES TR | $133.40万 | 0.80% | 13,107 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $130.30万 | 0.78% | 3,068 | 3,068 | — | $130.30万 | 新建仓 |
| FIG | FIGMA INC | $124.70万 | 0.75% | 58,973 | 58,973 | — | $124.70万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $123.70万 | 0.74% | 6,255 | 6,255 | — | $123.70万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $119.20万 | 0.71% | 18,345 | 18,345 | — | $119.20万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $117.90万 | 0.70% | 5,460 | 232 | 4.4% | $5.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.60万 | 0.70% | 1,170 | 583 | 99.3% | $58.10万 | 加仓 |
| CAT | CATERPILLAR INC | $113.40万 | 0.68% | 1,600 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $112.10万 | 0.67% | 1,325 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $110.60万 | 0.66% | 8,322 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $104.30万 | 0.62% | 11,400 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $93.00万 | 0.56% | 15,174 | 9,620 | 173.2% | $58.96万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $89.20万 | 0.53% | 18,075 | 2 | 0.0% | $99 | 加仓 |
| SNOW | SNOWFLAKE INC | $85.10万 | 0.51% | 5,640 | 1,637 | 40.9% | $24.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $84.70万 | 0.51% | 2,800 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $70.70万 | 0.42% | 7,627 | 7,627 | — | $70.70万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.90万 | 0.42% | 3,436 | -210 | -5.8% | -$4.27万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.80万 | 0.40% | 17,393 | -25,564 | -59.5% | -$98.18万 | 减仓 |
| ASML | ASML HLDG NV | $66.00万 | 0.39% | 500 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $65.10万 | 0.39% | 15,995 | 15,995 | — | $65.10万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $59.20万 | 0.35% | 4,248 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $51.30万 | 0.31% | 3,500 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.20万 | 0.31% | 3,352 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.20万 | 0.29% | 1,456 | -455 | -23.8% | -$15.38万 | 减仓 |
| HDV | ISHARES TR | $47.40万 | 0.28% | 3,495 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $46.40万 | 0.28% | 5,984 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $45.70万 | 0.27% | 17,252 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $45.60万 | 0.27% | 10,622 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $44.00万 | 0.26% | 1,577 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $44.00万 | 0.26% | 5,530 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $43.40万 | 0.26% | 3,045 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $42.60万 | 0.25% | 2,171 | 725 | 50.1% | $14.23万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $40.00万 | 0.24% | 13,720 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.50万 | 0.22% | 2,563 | 1,000 | 64.0% | $14.63万 | 加仓 |
| VGT | VANGUARD WORLD FD | $36.40万 | 0.22% | 521 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $36.20万 | 0.22% | 1,531 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $34.70万 | 0.21% | 1,861 | -2,292 | -55.2% | -$42.74万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $33.80万 | 0.20% | 3,506 | 1,006 | 40.2% | $9.70万 | 加仓 |
| VDC | VANGUARD WORLD FD | $33.40万 | 0.20% | 1,487 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $33.20万 | 0.20% | 1,451 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $32.10万 | 0.19% | 10,560 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $31.60万 | 0.19% | 11,349 | 11,349 | — | $31.60万 | 新建仓 |
| CRWV | COREWEAVE INC | $31.50万 | 0.19% | 4,061 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $31.10万 | 0.19% | 6,218 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $30.30万 | 0.18% | 8,970 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $28.60万 | 0.17% | 3,789 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.60万 | 0.17% | 10,061 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $28.50万 | 0.17% | 1,633 | -4,531 | -73.5% | -$79.08万 | 重新持有 |
| ABBV | ABBVIE INC | $28.30万 | 0.17% | 1,303 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $27.70万 | 0.17% | 6,000 | -6,676 | -52.7% | -$30.82万 | 减仓 |
| — | VANECK ETF TRUST | $27.30万 | 0.16% | 8,000 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $26.60万 | 0.16% | 7,361 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.40万 | 0.16% | 591 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.70万 | 0.15% | 1,331 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $25.30万 | 0.15% | 4,042 | -35,485 | -89.8% | -$222.11万 | 减仓 |
| SUI | SUN CMNTYS INC | $25.10万 | 0.15% | 1,992 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $24.60万 | 0.15% | 8,993 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.90万 | 0.14% | 1,622 | -2,801 | -63.3% | -$41.27万 | 减仓 |
| AGG | ISHARES TR | $23.60万 | 0.14% | 2,381 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.50万 | 0.13% | 365 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.90万 | 0.12% | 674 | -6,795 | -91.0% | -$210.71万 | 减仓 |
| AROC | ARCHROCK INC | $20.80万 | 0.12% | 5,984 | 5,984 | — | $20.80万 | 新建仓 |
| IEFA | ISHARES TR | $20.50万 | 0.12% | 2,266 | 0 | 0.0% | — | 不变 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $20.30万 | 0.12% | 2,803 | 2,803 | — | $20.30万 | 新建仓 |
| USMV | ISHARES TR | $20.10万 | 0.12% | 2,165 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $19.60万 | 0.12% | 22,401 | 22,401 | — | $19.60万 | 新建仓 |