Finer Wealth Management, Inc.
SALEM MA · SEC CIK 0001929071
$1.99亿2026Q1 申报市值
87持仓数
51.5%前十大占比 · 第一大 8.7%
5 / 2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
ISHARES TR 新建仓+$141.82万
IBIT 加仓+$57.43万
COST 加仓+$45.54万
BRK/B 新建仓+$41.02万
RTX 加仓+$37.65万
2026Q1 卖出最多 按季末市值估算
MSTR 减仓-$125.04万
PEP 减仓-$51.42万
CRM 减仓-$49.20万
LLY 减仓-$40.47万
IBB 减仓-$35.21万
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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,079 | -100.0% | -$21.92万 | 清仓 |
| — | PROCAP FINL INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$7.06万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $14.11万 | 0.07% | 16,158 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.81万 | 0.08% | 13,696 | 13,696 | — | $15.81万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.80万 | 0.10% | 1,258 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.48万 | 0.11% | 466 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.79万 | 0.11% | 754 | 0 | 0.0% | — | 不变 |
| — | CANARY CAPITAL GROUP LLX | $23.82万 | 0.12% | 20,000 | -100 | -0.5% | -$1,191 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.34万 | 0.12% | 1,004 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $25.37万 | 0.13% | 3,187 | -43 | -1.3% | -$3,423 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.39万 | 0.13% | 8,277 | 232 | 2.9% | $7,117 | 加仓 |
| LAES | SEALSQ CORP | $26.32万 | 0.13% | 100,451 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.94万 | 0.15% | 996 | -14 | -1.4% | -$4,068 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.34万 | 0.15% | 5,002 | -408 | -7.5% | -$2.47万 | 减仓 |
| — | WISEKEY INTERNATIONAL HLDS L | $30.39万 | 0.15% | 49,497 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $31.20万 | 0.16% | 3,237 | 404 | 14.3% | $3.89万 | 加仓 |
| PFE | PFIZER INC | $31.57万 | 0.16% | 11,243 | 3,191 | 39.6% | $8.96万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $32.25万 | 0.16% | 1,874 | 1,874 | — | $32.25万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $32.49万 | 0.16% | 2,553 | -272 | -9.6% | -$3.46万 | 重新持有 |
| SO | SOUTHERN CO | $32.53万 | 0.16% | 3,371 | 756 | 28.9% | $7.30万 | 加仓 |
| KHC | KRAFT HEINZ CO | $32.75万 | 0.16% | 14,564 | -5,798 | -28.5% | -$13.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $35.71万 | 0.18% | 12,259 | -302 | -2.4% | -$8,797 | 减仓 |
| TXN | TEXAS INSTRS INC | $37.82万 | 0.19% | 1,948 | -803 | -29.2% | -$15.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.02万 | 0.21% | 856 | 856 | — | $41.02万 | 新建仓 |
| HD | HOME DEPOT INC | $41.90万 | 0.21% | 1,274 | -44 | -3.3% | -$1.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.01万 | 0.22% | 2,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.35万 | 0.22% | 679 | -14 | -2.0% | -$9,145 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.00万 | 0.23% | 15,474 | -5,383 | -25.8% | -$15.65万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $47.69万 | 0.24% | 11,050 | 1 | 0.0% | $43 | 加仓 |
| ET | ENERGY TRANSFER L P | $48.14万 | 0.24% | 24,945 | -3,500 | -12.3% | -$6.76万 | 减仓 |
| NFLX | NETFLIX INC. | $49.33万 | 0.25% | 5,130 | -83 | -1.6% | -$7,980 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $50.19万 | 0.25% | 16,736 | 9,790 | 140.9% | $29.36万 | 加仓 |
| ABBV | ABBVIE INC | $50.42万 | 0.25% | 2,318 | 9 | 0.4% | $1,958 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.10万 | 0.29% | 675 | -8 | -1.2% | -$6,768 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.37万 | 0.30% | 2,194 | 294 | 15.5% | $7.96万 | 加仓 |
| ES | EVERSOURCE ENERGY | $61.23万 | 0.31% | 8,838 | 149 | 1.7% | $1.03万 | 加仓 |
| DE | DEERE & CO | $68.58万 | 0.34% | 1,217 | -4 | -0.3% | -$2,254 | 减仓 |
| CMS | CMS ENERGY CORP | $69.82万 | 0.35% | 9,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $71.98万 | 0.36% | 16,310 | -676 | -4.0% | -$2.98万 | 减仓 |
| MSTR | STRATEGY INC | $73.99万 | 0.37% | 5,929 | -10,019 | -62.8% | -$125.04万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $74.43万 | 0.37% | 43,600 | 5,075 | 13.2% | $8.66万 | 加仓 |
| BAC | BANK AMERICA CORP | $76.45万 | 0.38% | 15,681 | -672 | -4.1% | -$3.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.53万 | 0.38% | 768 | 457 | 146.9% | $45.54万 | 加仓 |
| SLV | ISHARES SILVER TR | $84.49万 | 0.42% | 12,400 | 1,399 | 12.7% | $9.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.90万 | 0.43% | 1,321 | -8 | -0.6% | -$5,202 | 减仓 |
| XEL | XCEL ENERGY INC | $86.92万 | 0.44% | 10,942 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $93.29万 | 0.47% | 2,761 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $95.60万 | 0.48% | 16,350 | 819 | 5.3% | $4.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $98.96万 | 0.50% | 4,048 | -8 | -0.2% | -$1,956 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $114.86万 | 0.58% | 21,771 | -6,100 | -21.9% | -$32.18万 | 减仓 |
| MSTR | STRATEGY INC 看涨期权 | $124.80万 | 0.63% | 10,000 | 10,000 | — | $124.80万 | 新建仓 |
| CSCO | CISCO SYS INC | $126.74万 | 0.64% | 16,334 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $127.06万 | 0.64% | 4,105 | 32 | 0.8% | $9,905 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $127.16万 | 0.64% | 2,104 | -268 | -11.3% | -$16.20万 | 减仓 |
| IBB | ISHARES TR | $134.86万 | 0.68% | 7,987 | -2,085 | -20.7% | -$35.21万 | 减仓 |
| LQD | ISHARES TR | $140.75万 | 0.71% | 12,914 | -6 | -0.0% | -$654 | 减仓 |
| — | ISHARES TR | $141.82万 | 0.71% | 20,596 | 20,596 | — | $141.82万 | 新建仓 |
| SHY | ISHARES TR | $142.95万 | 0.72% | 17,313 | -3,028 | -14.9% | -$25.00万 | 减仓 |
| RTX | RTX CORPORATION | $146.99万 | 0.74% | 7,620 | 1,952 | 34.4% | $37.65万 | 加仓 |
| GOOG | ALPHABET INC | $163.70万 | 0.82% | 5,706 | 352 | 6.6% | $10.10万 | 加仓 |
| MO | ALTRIA GROUP INC | $172.38万 | 0.86% | 26,122 | 5,362 | 25.8% | $35.38万 | 加仓 |
| CRM | SALESFORCE INC | $200.39万 | 1.00% | 10,735 | -2,636 | -19.7% | -$49.20万 | 减仓 |
| KO | COCA COLA CO | $210.19万 | 1.05% | 27,638 | 970 | 3.6% | $7.38万 | 加仓 |
| GLD | SPDR GOLD TR | $211.92万 | 1.06% | 4,925 | 238 | 5.1% | $10.24万 | 加仓 |
| ASML | ASML HLDG NV | $214.24万 | 1.07% | 1,622 | -71 | -4.2% | -$9.38万 | 减仓 |
| PEP | PEPSICO INC | $243.30万 | 1.22% | 15,668 | -3,311 | -17.4% | -$51.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $258.49万 | 1.30% | 17,671 | 1,170 | 7.1% | $17.11万 | 加仓 |
| TSLA | TESLA INC | $260.02万 | 1.30% | 6,994 | 59 | 0.9% | $2.19万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $274.22万 | 1.38% | 71,374 | 14,948 | 26.5% | $57.43万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $304.68万 | 1.53% | 32,419 | -283 | -0.9% | -$2.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $319.10万 | 1.60% | 15,423 | -92 | -0.6% | -$1.90万 | 减仓 |
| MCD | MCDONALDS CORP | $332.17万 | 1.67% | 10,688 | 58 | 0.5% | $1.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $349.52万 | 1.75% | 69,626 | 1,551 | 2.3% | $7.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.75万 | 1.88% | 11,089 | -257 | -2.3% | -$8.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $377.46万 | 1.89% | 26,133 | -413 | -1.6% | -$5.97万 | 减仓 |
| T | AT&T INC | $381.82万 | 1.91% | 131,708 | 5,416 | 4.3% | $15.70万 | 加仓 |
| — | EXXON MOBIL CORP | $430.52万 | 2.16% | 25,375 | -33 | -0.1% | -$5,599 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $453.08万 | 2.27% | 22,272 | -360 | -1.6% | -$7.32万 | 减仓 |
| MRK | MERCK & CO INC | $545.58万 | 2.74% | 45,355 | -225 | -0.5% | -$2.71万 | 减仓 |
| WMT | WALMART INC | $610.91万 | 3.06% | 49,156 | -527 | -1.1% | -$6.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $622.80万 | 3.12% | 21,172 | -419 | -1.9% | -$12.33万 | 减仓 |
| CAT | CATERPILLAR INC | $705.55万 | 3.54% | 9,959 | -80 | -0.8% | -$5.67万 | 减仓 |
| META | META PLATFORMS INC | $792.13万 | 3.97% | 13,845 | 5 | 0.0% | $2,861 | 加仓 |
| AMZN | AMAZON COM INC | $923.09万 | 4.63% | 44,322 | -531 | -1.2% | -$11.06万 | 减仓 |
| GOOGL | ALPHABET INC | $1,028.86万 | 5.16% | 35,779 | -1,066 | -2.9% | -$30.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,190.43万 | 5.97% | 32,159 | -263 | -0.8% | -$9.74万 | 减仓 |
| LLY | ELI LILLY & CO | $1,211.54万 | 6.08% | 13,172 | -440 | -3.2% | -$40.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,443.50万 | 7.24% | 82,770 | -1,076 | -1.3% | -$18.77万 | 减仓 |
| AAPL | APPLE INC | $1,734.49万 | 8.70% | 68,343 | -611 | -0.9% | -$15.51万 | 减仓 |