ACUTE INVESTMENT ADVISORY, LLC
MESA AZ · SEC CIK 0001944780
$945.62万2026Q2 申报市值
18持仓数
75.0%前十大占比 · 第一大 18.2%
1 / 1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
LRCX 新建仓+$21.67万
PGX 加仓+$2.05万
2026Q2 卖出最多 按季末市值估算
XLC 清仓-$20.42万
SPMB 减仓-$4.15万
VTWO 减仓-$3.62万
VGLT 减仓-$3.32万
IWM 减仓-$2.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $172.07万 | 18.20% | 12,020 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $83.88万 | 8.87% | 77,378 | 1,887 | 2.5% | $2.05万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $81.55万 | 8.62% | 34,791 | -1,109 | -3.1% | -$2.60万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $70.33万 | 7.44% | 5,792 | -298 | -4.9% | -$3.62万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $54.94万 | 5.81% | 9,957 | -601 | -5.7% | -$3.32万 | 减仓 |
| IWM | ISHARES TR | $52.13万 | 5.51% | 1,735 | -88 | -4.8% | -$2.64万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $51.87万 | 5.49% | 1,712 | -87 | -4.8% | -$2.64万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $50.55万 | 5.35% | 22,658 | -1,859 | -7.6% | -$4.15万 | 减仓 |
| IVV | ISHARES TR | $47.48万 | 5.02% | 634 | -25 | -3.8% | -$1.87万 | 减仓 |
| AAPL | APPLE INC | $44.33万 | 4.69% | 1,532 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.28万 | 4.68% | 593 | -27 | -4.4% | -$2.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $32.40万 | 3.43% | 440 | -14 | -3.1% | -$1.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.99万 | 3.38% | 342 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $30.62万 | 3.24% | 3,483 | -97 | -2.7% | -$8,527 | 减仓 |
| HYGH | ISHARES U S ETF TR | $27.08万 | 2.86% | 3,127 | -239 | -7.1% | -$2.07万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $24.46万 | 2.59% | 4,024 | -180 | -4.3% | -$1.09万 | 减仓 |
| DGRO | ISHARES TR | $23.99万 | 2.54% | 3,165 | -152 | -4.6% | -$1.15万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.67万 | 2.29% | 500 | 500 | — | $21.67万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,842 | -100.0% | -$20.42万 | 清仓 |