ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
WELLESLEY MA · SEC CIK 0001931870
$3.31亿2026Q1 申报市值
183持仓数
34.2%前十大占比 · 第一大 5.5%
12 / 11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
TT 加仓+$269.50万
ACN 新建仓+$240.64万
SPOT 新建仓+$94.90万
AZN 新建仓+$80.60万
VRT 新建仓+$64.77万
2026Q1 卖出最多 按季末市值估算
EMR 减仓-$257.60万
APD 清仓-$220.50万
ELECTRONIC ARTS 清仓-$105.95万
WDAY 清仓-$68.41万
AZN 清仓-$67.68万
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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -8,927 | -100.0% | -$220.50万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5,185 | -100.0% | -$105.95万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,185 | -100.0% | -$68.41万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,681 | -100.0% | -$67.68万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -5,427 | -100.0% | -$58.87万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -5,088 | -100.0% | -$40.55万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -3,234 | -100.0% | -$33.25万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,318 | -100.0% | -$26.19万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,846 | -100.0% | -$23.53万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,750 | -100.0% | -$23.24万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -4,764 | -100.0% | -$22.66万 | 清仓 |
| NUVB | NUVATION BIO INC | $5.15万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.79万 | 0.06% | 857 | -45 | -5.0% | -$1.09万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $20.87万 | 0.06% | 1,119 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.18万 | 0.06% | 1,645 | -5,137 | -75.7% | -$66.15万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $22.14万 | 0.07% | 6,025 | 6,025 | — | $22.14万 | 新建仓 |
| NXT | NEXTPOWER INC | $22.17万 | 0.07% | 1,839 | 1,839 | — | $22.17万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.51万 | 0.07% | 2,553 | 1 | 0.0% | $88 | 加仓 |
| AZO | AUTOZONE INC | $22.63万 | 0.07% | 67 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22.67万 | 0.07% | 2,516 | -5,944 | -70.3% | -$53.56万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $23.23万 | 0.07% | 768 | 768 | — | $23.23万 | 新建仓 |
| WSO | WATSCO INC | $24.09万 | 0.07% | 662 | 64 | 10.7% | $2.33万 | 加仓 |
| PPG | PPG INDS INC | $24.27万 | 0.07% | 2,271 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $24.46万 | 0.07% | 2,118 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $24.68万 | 0.07% | 2,404 | 125 | 5.5% | $1.28万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $25.18万 | 0.08% | 4,368 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $25.51万 | 0.08% | 5,081 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $25.69万 | 0.08% | 2,123 | 209 | 10.9% | $2.53万 | 加仓 |
| CMI | CUMMINS INC | $26.47万 | 0.08% | 492 | 492 | — | $26.47万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $27.43万 | 0.08% | 7,254 | 668 | 10.1% | $2.53万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.50万 | 0.08% | 1,988 | 2 | 0.1% | $277 | 加仓 |
| POST | POST HLDGS INC | $28.32万 | 0.09% | 2,865 | 262 | 10.1% | $2.59万 | 加仓 |
| ZTS | ZOETIS INC | $28.99万 | 0.09% | 2,452 | 70 | 2.9% | $8,275 | 加仓 |
| ALL | ALLSTATE CORP | $30.50万 | 0.09% | 1,471 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $31.23万 | 0.09% | 7,605 | 360 | 5.0% | $1.48万 | 加仓 |
| OMC | OMNICOM GROUP INC | $31.39万 | 0.09% | 4,168 | 344 | 9.0% | $2.59万 | 加仓 |
| — | HONEYWELL INTL INC | $31.40万 | 0.09% | 1,389 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $31.99万 | 0.10% | 6,895 | -10 | -0.1% | -$464 | 减仓 |
| CAT | CATERPILLAR INC | $33.37万 | 0.10% | 471 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $33.75万 | 0.10% | 1,808 | 60 | 3.4% | $1.12万 | 加仓 |
| MKL | MARKEL GROUP INC | $34.26万 | 0.10% | 179 | -1 | -0.6% | -$1,914 | 减仓 |
| EMR | EMERSON ELEC CO | $34.83万 | 0.11% | 2,658 | -19,661 | -88.1% | -$257.60万 | 减仓 |
| C | CITIGROUP INC | $34.91万 | 0.11% | 3,078 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $35.10万 | 0.11% | 4,552 | -210 | -4.4% | -$1.62万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $35.10万 | 0.11% | 1,679 | 120 | 7.7% | $2.51万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $36.76万 | 0.11% | 8,271 | -296 | -3.5% | -$1.32万 | 减仓 |
| GM | GENERAL MTRS CO | $36.80万 | 0.11% | 4,940 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $36.93万 | 0.11% | 752 | 49 | 7.0% | $2.41万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $37.17万 | 0.11% | 1,713 | 1,713 | — | $37.17万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $37.42万 | 0.11% | 5,792 | 388 | 7.2% | $2.51万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $37.80万 | 0.11% | 1,104 | 62 | 6.0% | $2.12万 | 加仓 |
| DXCM | DEXCOM INC | $38.55万 | 0.12% | 6,138 | 49 | 0.8% | $3,077 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.98万 | 0.12% | 793 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $40.01万 | 0.12% | 1,360 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $41.17万 | 0.12% | 5,657 | 5,657 | — | $41.17万 | 新建仓 |
| MTB | M & T BK CORP | $41.57万 | 0.13% | 2,011 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $44.22万 | 0.13% | 4,449 | 262 | 6.3% | $2.60万 | 加仓 |
| — | COTERRA ENERGY INC | $45.31万 | 0.14% | 12,894 | 763 | 6.3% | $2.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $45.54万 | 0.14% | 9,129 | -2,317 | -20.2% | -$11.56万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $46.74万 | 0.14% | 10,507 | 568 | 5.7% | $2.53万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $46.98万 | 0.14% | 3,371 | 143 | 4.4% | $1.99万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $47.97万 | 0.15% | 6,974 | 2,846 | 68.9% | $19.58万 | 加仓 |
| MDT | MEDTRONIC PLC | $48.11万 | 0.15% | 5,552 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $48.57万 | 0.15% | 1,748 | -39 | -2.2% | -$1.08万 | 减仓 |
| DHR | DANAHER CORP DEL | $48.95万 | 0.15% | 2,582 | -63 | -2.4% | -$1.19万 | 减仓 |
| NUE | NUCOR CORP | $49.19万 | 0.15% | 2,909 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $50.17万 | 0.15% | 2,930 | 175 | 6.4% | $3.00万 | 加仓 |
| XYZ | BLOCK INC | $50.52万 | 0.15% | 8,394 | -262 | -3.0% | -$1.58万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $50.85万 | 0.15% | 20,504 | -4,431 | -17.8% | -$10.99万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $51.06万 | 0.15% | 2,532 | 128 | 5.3% | $2.58万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $51.24万 | 0.16% | 3,688 | 48 | 1.3% | $6,669 | 加仓 |
| SONY | SONY GROUP CORP | $52.58万 | 0.16% | 25,402 | 3,358 | 15.2% | $6.95万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $52.73万 | 0.16% | 3,526 | 153 | 4.5% | $2.29万 | 加仓 |
| RELX | RELX PLC | $52.91万 | 0.16% | 15,959 | 1,460 | 10.1% | $4.84万 | 加仓 |
| XYL | XYLEM INC | $53.86万 | 0.16% | 4,507 | 280 | 6.6% | $3.35万 | 加仓 |
| NVO | NOVO-NORDISK A S | $53.90万 | 0.16% | 14,665 | 2,004 | 15.8% | $7.36万 | 加仓 |
| EVR | EVERCORE INC | $53.94万 | 0.16% | 1,807 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $54.56万 | 0.17% | 3,452 | 3,452 | — | $54.56万 | 新建仓 |
| SUI | SUN CMNTYS INC | $56.10万 | 0.17% | 4,454 | 4,454 | — | $56.10万 | 新建仓 |
| IEMG | ISHARES INC | $57.24万 | 0.17% | 8,206 | 549 | 7.2% | $3.83万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.81万 | 0.17% | 1,254 | -31 | -2.4% | -$1.43万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $58.15万 | 0.18% | 3,227 | -75 | -2.3% | -$1.35万 | 减仓 |
| MUB | ISHARES TR | $58.51万 | 0.18% | 5,512 | -1,131 | -17.0% | -$12.01万 | 减仓 |
| UL | UNILEVER PLC | $59.94万 | 0.18% | 10,521 | 994 | 10.4% | $5.66万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.90万 | 0.18% | 3,094 | 350 | 12.8% | $6.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $60.95万 | 0.18% | 3,000 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $61.57万 | 0.19% | 3,790 | 468 | 14.1% | $7.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $61.94万 | 0.19% | 4,288 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $63.50万 | 0.19% | 1,215 | 46 | 3.9% | $2.40万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $63.84万 | 0.19% | 1,779 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $63.98万 | 0.19% | 4,229 | 496 | 13.3% | $7.50万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $64.47万 | 0.20% | 3,084 | 265 | 9.4% | $5.54万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $64.77万 | 0.20% | 2,585 | 2,585 | — | $64.77万 | 新建仓 |
| BIDU | BAIDU INC | $65.46万 | 0.20% | 5,875 | 567 | 10.7% | $6.32万 | 加仓 |
| NOW | SERVICENOW INC | $67.95万 | 0.21% | 6,499 | -41 | -0.6% | -$4,287 | 减仓 |
| MRK | MERCK & CO INC | $68.64万 | 0.21% | 5,706 | 78 | 1.4% | $9,383 | 加仓 |
| RBC | RBC BEARINGS INC | $69.14万 | 0.21% | 1,273 | 43 | 3.5% | $2.34万 | 加仓 |
| ALC | ALCON AG | $69.19万 | 0.21% | 9,182 | 1,010 | 12.4% | $7.61万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $69.36万 | 0.21% | 23,065 | 163 | 0.7% | $4,901 | 加仓 |
| HYG | ISHARES TR | $70.00万 | 0.21% | 8,799 | 0 | 0.0% | — | 不变 |