PURSUE WEALTH PARTNERS LLC
ALAMO CA · SEC CIK 0001911091
$1.79亿2026Q2 申报市值
91持仓数
40.8%前十大占比 · 第一大 6.1%
11 / 24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
QQQI 新建仓+$397.14万
AIQ 新建仓+$304.92万
IFRA 新建仓+$259.19万
VDC 加仓+$225.74万
NOW 重新持有+$219.32万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$315.05万
NVDA 减仓-$281.69万
MSFT 减仓-$258.42万
DDOG 清仓-$207.50万
CRWD 减仓-$204.22万
2026Q2 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 | $1,092.70万 | 6.12% | 54,610 | -14,078 | -20.5% | -$281.69万 | 减仓 |
| MOAT | VANECK ETF TRUST | $852.13万 | 4.77% | 81,967 | -6,020 | -6.8% | -$62.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $795.12万 | 4.45% | 10,419 | -2,676 | -20.4% | -$204.22万 | 减仓 |
| AMZN | AMAZON COM INC | $746.31万 | 4.18% | 31,313 | -3,906 | -11.1% | -$93.10万 | 减仓 |
| GOOG | ALPHABET INC | $739.50万 | 4.14% | 20,929 | 159 | 0.8% | $5.62万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $736.43万 | 4.12% | 64,104 | -3,033 | -4.5% | -$34.84万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $649.00万 | 3.63% | 27,428 | 5,285 | 23.9% | $125.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $628.04万 | 3.52% | 16,837 | -6,928 | -29.2% | -$258.42万 | 减仓 |
| IWM | ISHARES TR | $534.14万 | 2.99% | 17,778 | 4,943 | 38.5% | $148.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $518.41万 | 2.90% | 6,942 | 160 | 2.4% | $11.95万 | 加仓 |
| MDB | MONGODB INC | $497.60万 | 2.79% | 14,814 | -4,750 | -24.3% | -$159.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $459.86万 | 2.58% | 6,245 | 428 | 7.4% | $31.52万 | 加仓 |
| AAPL | APPLE INC | $452.36万 | 2.53% | 15,633 | -3,966 | -20.2% | -$114.76万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $441.96万 | 2.47% | 12,960 | -1,589 | -10.9% | -$54.19万 | 减仓 |
| WMT | WALMART INC | $399.64万 | 2.24% | 35,285 | -12,996 | -26.9% | -$147.19万 | 减仓 |
| QQQI | NEOS ETF TRUST | $397.14万 | 2.22% | 69,931 | 69,931 | — | $397.14万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $358.20万 | 2.01% | 5,215 | 258 | 5.2% | $17.72万 | 加仓 |
| AIQ | GLOBAL X FDS | $304.92万 | 1.71% | 46,475 | 46,475 | — | $304.92万 | 新建仓 |
| NOW | SERVICENOW INC | $285.96万 | 1.60% | 28,803 | 22,091 | 329.1% | $219.32万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $280.42万 | 1.57% | 29,217 | -3,273 | -10.1% | -$31.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $276.99万 | 1.55% | 8,462 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $264.28万 | 1.48% | 31,903 | 6 | 0.0% | $497 | 加仓 |
| VDC | VANGUARD WORLD FD | $259.27万 | 1.45% | 11,498 | 10,011 | 673.2% | $225.74万 | 加仓 |
| IFRA | ISHARES TR | $259.19万 | 1.45% | 41,115 | 41,115 | — | $259.19万 | 新建仓 |
| TSLA | TESLA INC | $244.33万 | 1.37% | 5,809 | -431 | -6.9% | -$18.13万 | 减仓 |
| — | VANECK ETF TRUST | $239.57万 | 1.34% | 64,494 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $235.59万 | 1.32% | 4,182 | -1,668 | -28.5% | -$93.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $228.83万 | 1.28% | 4,573 | -6,296 | -57.9% | -$315.05万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $222.67万 | 1.25% | 46,217 | 4,168 | 9.9% | $20.08万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $219.20万 | 1.23% | 3,910 | 842 | 27.4% | $47.20万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $210.12万 | 1.18% | 6,278 | 818 | 15.0% | $27.38万 | 加仓 |
| GOOGL | ALPHABET INC | $208.53万 | 1.17% | 5,835 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $189.03万 | 1.06% | 15,224 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $185.93万 | 1.04% | 5,024 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $170.38万 | 0.95% | 1,600 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $158.55万 | 0.89% | 8,322 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $157.24万 | 0.88% | 36,449 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $156.41万 | 0.88% | 1,304 | -824 | -38.7% | -$98.84万 | 减仓 |
| SNOW | SNOWFLAKE INC | $150.49万 | 0.84% | 5,913 | 273 | 4.8% | $6.95万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $146.23万 | 0.82% | 23,501 | 23,501 | — | $146.23万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.01万 | 0.75% | 1,325 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $123.03万 | 0.69% | 31,661 | -13,600 | -30.0% | -$52.85万 | 减仓 |
| RAAX | VANECK ETF TRUST | $117.48万 | 0.66% | 29,615 | 13,620 | 85.2% | $54.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.36万 | 0.60% | 1,137 | -33 | -2.8% | -$3.09万 | 减仓 |
| ASML | ASML HLDG NV | $99.47万 | 0.56% | 500 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $94.71万 | 0.53% | 2,800 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $75.57万 | 0.42% | 8,745 | -10,700 | -55.0% | -$92.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $73.43万 | 0.41% | 1,264 | -2,172 | -63.2% | -$126.17万 | 减仓 |
| CWB | SPDR SERIES TRUST | $70.62万 | 0.40% | 6,550 | -4,850 | -42.5% | -$52.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.34万 | 0.35% | 1,500 | -2,373 | -61.3% | -$98.63万 | 重新持有 |
| ICVT | ISHARES TR | $62.17万 | 0.35% | 5,107 | -8,000 | -61.0% | -$97.39万 | 减仓 |
| EXEL | EXELIXIS INC | $57.79万 | 0.32% | 10,622 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $56.52万 | 0.32% | 17,252 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $55.53万 | 0.31% | 3,500 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $50.02万 | 0.28% | 3,045 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.83万 | 0.28% | 3,400 | 1,778 | 109.6% | $26.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $49.83万 | 0.28% | 4,169 | 1 | 0.0% | $120 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.67万 | 0.28% | 14,919 | -2,474 | -14.2% | -$8.24万 | 减仓 |
| HDV | ISHARES TR | $47.90万 | 0.27% | 17,475 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $47.76万 | 0.27% | 5,085 | -2,542 | -33.3% | -$23.87万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $46.89万 | 0.26% | 9,655 | -8,690 | -47.4% | -$42.21万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.43万 | 0.26% | 13,720 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $45.83万 | 0.26% | 397 | 397 | — | $45.83万 | 新建仓 |
| WFC | WELLS FARGO & CO | $45.70万 | 0.26% | 5,530 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.18万 | 0.25% | 946 | -510 | -35.0% | -$24.36万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.07万 | 0.24% | 13,584 | 13,584 | — | $43.07万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $42.55万 | 0.24% | 11,216 | 11,216 | — | $42.55万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $41.67万 | 0.23% | 7,846 | -7,328 | -48.3% | -$38.92万 | 减仓 |
| CRWV | COREWEAVE INC | $40.42万 | 0.23% | 4,061 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $39.17万 | 0.22% | 1,577 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $38.70万 | 0.22% | 1,451 | 1,451 | — | $38.70万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $37.53万 | 0.21% | 7,001 | -11,074 | -61.3% | -$59.37万 | 减仓 |
| EPR | EPR PPTYS | $36.07万 | 0.20% | 6,218 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.76万 | 0.19% | 1,531 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $33.76万 | 0.19% | 6,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $32.24万 | 0.18% | 1,281 | -22 | -1.7% | -$5,536 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.89万 | 0.18% | 10,061 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $31.52万 | 0.18% | 10,560 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $30.42万 | 0.17% | 7,361 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $29.43万 | 0.16% | 1,200 | 1,200 | — | $29.43万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.36万 | 0.16% | 591 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.67万 | 0.14% | 365 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.25万 | 0.14% | 1,331 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $24.36万 | 0.14% | 5,984 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $24.03万 | 0.13% | 375 | 375 | — | $24.03万 | 新建仓 |
| VICI | VICI PPTYS INC | $23.88万 | 0.13% | 8,993 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $23.87万 | 0.13% | 1,633 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $23.84万 | 0.13% | 2,172 | -1,334 | -38.0% | -$14.64万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.46万 | 0.13% | 2,500 | 2,500 | — | $22.46万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.35万 | 0.11% | 683 | -3,404 | -83.3% | -$101.40万 | 重新持有 |
| CTMX | CYTOMX THERAPEUTICS INC. | $5.43万 | 0.03% | 14,492 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -17,574 | -100.0% | -$207.50万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -9,623 | -100.0% | -$199.10万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -30,410 | -100.0% | -$160.10万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -58,973 | -100.0% | -$124.70万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -6,255 | -100.0% | -$123.70万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -4,248 | -100.0% | -$59.20万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -3,352 | -100.0% | -$51.20万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -5,984 | -100.0% | -$46.40万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,171 | -100.0% | -$42.60万 | 清仓 |