Corient Private Wealth LP
MIAMI FL · SEC CIK 0001948780
$699.58亿2026Q1 申报市值
2,838持仓数
26.1%前十大占比 · 第一大 3.9%
322 / 151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
IQLT 加仓+$8,705.95万
FNDF 加仓+$8,159.03万
FDN 加仓+$3,408.54万
JMBS 加仓+$2,608.48万
PXF 加仓+$2,265.83万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$177.38亿
QQQ 减仓-$123.43亿
IVV 减仓-$102.37亿
AAPL 减仓-$77.17亿
TSLA 减仓-$77.01亿
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $1.83亿 | 0.26% | 925,496 | -864,502 | -48.3% | -$1.71亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.83亿 | 0.26% | 420,165 | -844,809 | -66.8% | -$3.69亿 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.83亿 | 0.26% | 1,458,323 | -1,784,297 | -55.0% | -$2.24亿 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1.87亿 | 0.27% | 209,578 | -323,849 | -60.7% | -$2.89亿 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.90亿 | 0.27% | 972,713 | -1,485,608 | -60.4% | -$2.90亿 | 减仓 |
| AMGN | AMGEN INC | $1.90亿 | 0.27% | 550,867 | -578,511 | -51.2% | -$2.00亿 | 减仓 |
| EFA | ISHARES TR | $1.96亿 | 0.28% | 2,027,202 | -2,631,321 | -56.5% | -$2.55亿 | 减仓 |
| GE | GE AEROSPACE | $1.97亿 | 0.28% | 692,031 | -2,785,342 | -80.1% | -$7.93亿 | 减仓 |
| CSCO | CISCO SYS INC | $1.99亿 | 0.28% | 2,574,502 | -3,085,733 | -54.5% | -$2.38亿 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2.20亿 | 0.31% | 4,482,589 | -3,663,134 | -45.0% | -$1.80亿 | 减仓 |
| KO | COCA COLA CO | $2.20亿 | 0.32% | 2,905,584 | -2,890,418 | -49.9% | -$2.19亿 | 减仓 |
| CB | CHUBB LTD SWITZ | $2.21亿 | 0.32% | 685,467 | -351,612 | -33.9% | -$1.13亿 | 减仓 |
| MTUM | ISHARES TR | $2.34亿 | 0.33% | 974,018 | -1,966,518 | -66.9% | -$4.72亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.34亿 | 0.33% | 1,105,897 | -5,331,574 | -82.8% | -$11.29亿 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.34亿 | 0.34% | 1,209,966 | -1,275,021 | -51.3% | -$2.47亿 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2.42亿 | 0.35% | 6,770,021 | -5,460,865 | -44.6% | -$1.95亿 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2.43亿 | 0.35% | 7,035,546 | -7,049,591 | -50.0% | -$2.44亿 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.48亿 | 0.36% | 4,203,414 | -11,034,659 | -72.4% | -$6.52亿 | 减仓 |
| WMT | WALMART INC | $2.50亿 | 0.36% | 2,028,628 | -2,946,834 | -59.2% | -$3.63亿 | 减仓 |
| NFLX | NETFLIX INC. | $2.52亿 | 0.36% | 2,700,108 | -6,548,764 | -70.8% | -$6.10亿 | 减仓 |
| ECL | ECOLAB INC | $2.52亿 | 0.36% | 947,521 | -1,118,914 | -54.1% | -$2.97亿 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2.55亿 | 0.37% | 805,710 | -997,047 | -55.3% | -$3.16亿 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.57亿 | 0.37% | 7,337,993 | -5,933,047 | -44.7% | -$2.08亿 | 减仓 |
| IJR | ISHARES TR | $2.60亿 | 0.37% | 2,110,941 | -2,225,028 | -51.3% | -$2.75亿 | 减仓 |
| MCD | MCDONALDS CORP | $2.65亿 | 0.38% | 858,040 | -1,665,862 | -66.0% | -$5.15亿 | 减仓 |
| ASML | ASML HLDG NV | $2.66亿 | 0.38% | 201,514 | -321,495 | -61.5% | -$4.24亿 | 减仓 |
| SBUX | STARBUCKS CORP | $2.69亿 | 0.38% | 3,015,054 | -2,919,135 | -49.2% | -$2.60亿 | 减仓 |
| MS | MORGAN STANLEY | $2.77亿 | 0.40% | 1,685,994 | -2,941,973 | -63.6% | -$4.83亿 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.82亿 | 0.40% | 3,615,309 | -2,934,850 | -44.8% | -$2.29亿 | 减仓 |
| IWF | ISHARES TR | $2.86亿 | 0.41% | 676,607 | -842,236 | -55.5% | -$3.55亿 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.87亿 | 0.41% | 5,442,896 | -4,038,296 | -42.6% | -$2.13亿 | 减仓 |
| MRK | MERCK & CO INC | $2.91亿 | 0.42% | 2,428,276 | -5,215,512 | -68.2% | -$6.25亿 | 减仓 |
| IEFA | ISHARES TR | $3.02亿 | 0.43% | 3,345,713 | -3,168,771 | -48.6% | -$2.86亿 | 减仓 |
| TSLA | TESLA INC | $3.10亿 | 0.44% | 859,319 | -21,377,057 | -96.1% | -$77.01亿 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3.12亿 | 0.45% | 1,031,328 | -1,016,633 | -49.6% | -$3.07亿 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.28亿 | 0.47% | 1,544,410 | -1,394,242 | -47.4% | -$2.96亿 | 减仓 |
| IJH | ISHARES TR | $3.29亿 | 0.47% | 4,920,135 | -4,534,856 | -48.0% | -$3.03亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.35亿 | 0.48% | 680,512 | -742,514 | -52.2% | -$3.65亿 | 减仓 |
| LIN | LINDE PLC | $3.38亿 | 0.48% | 696,804 | -1,474,705 | -67.9% | -$7.15亿 | 减仓 |
| TJX | TJX COS INC NEW | $3.43亿 | 0.49% | 2,159,975 | -2,469,738 | -53.3% | -$3.92亿 | 减仓 |
| DE | DEERE & CO | $3.52亿 | 0.50% | 647,766 | -529,714 | -45.0% | -$2.88亿 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.59亿 | 0.51% | 2,490,765 | -3,134,899 | -55.7% | -$4.52亿 | 减仓 |
| CAT | CATERPILLAR INC | $3.60亿 | 0.51% | 542,772 | -616,204 | -53.2% | -$4.08亿 | 减仓 |
| SYK | STRYKER CORPORATION | $3.65亿 | 0.52% | 1,098,311 | -694,569 | -38.7% | -$2.31亿 | 减仓 |
| HD | HOME DEPOT INC | $3.68亿 | 0.53% | 1,116,807 | -1,483,737 | -57.1% | -$4.89亿 | 减仓 |
| PEP | PEPSICO INC | $3.71亿 | 0.53% | 2,392,878 | -2,734,675 | -53.3% | -$4.24亿 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3.81亿 | 0.54% | 5,230,610 | -3,140,014 | -37.5% | -$2.29亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.17亿 | 0.60% | 832,069 | -731,634 | -46.8% | -$3.67亿 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $4.24亿 | 0.61% | 4,999,263 | -5,210,361 | -51.0% | -$4.42亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.55亿 | 0.65% | 8,538,804 | -8,542,359 | -50.0% | -$4.56亿 | 减仓 |
| CVX | CHEVRON CORPORATION | $4.57亿 | 0.65% | 2,360,028 | -2,659,497 | -53.0% | -$5.15亿 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4.72亿 | 0.67% | 9,736,043 | -10,161,455 | -51.1% | -$4.92亿 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4.74亿 | 0.68% | 19,146,190 | -21,646,671 | -53.1% | -$5.36亿 | 减仓 |
| ABBV | ABBVIE INC | $4.79亿 | 0.68% | 2,203,650 | -2,687,628 | -54.9% | -$5.84亿 | 减仓 |
| V | VISA INC | $5.12亿 | 0.73% | 1,674,543 | -3,254,490 | -66.0% | -$9.95亿 | 减仓 |
| — | EXXON MOBIL CORP | $5.38亿 | 0.77% | 3,236,241 | -4,403,416 | -57.6% | -$7.32亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6.05亿 | 0.87% | 1,944,482 | -1,951,715 | -50.1% | -$6.08亿 | 减仓 |
| META | META PLATFORMS INC | $6.06亿 | 0.87% | 1,069,318 | -5,528,428 | -83.8% | -$31.36亿 | 减仓 |
| LLY | ELI LILLY & CO | $6.15亿 | 0.88% | 654,787 | -1,477,058 | -69.3% | -$13.88亿 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6.18亿 | 0.88% | 1,417,238 | -1,582,041 | -52.7% | -$6.89亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6.50亿 | 0.93% | 2,666,941 | -2,937,046 | -52.4% | -$7.15亿 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7.33亿 | 1.05% | 758,986 | -6,225,838 | -89.1% | -$60.11亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.32亿 | 1.19% | 1,752,623 | -5,226,981 | -74.9% | -$24.81亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9.28亿 | 1.33% | 3,156,561 | -9,845,011 | -75.7% | -$28.95亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9.66亿 | 1.38% | 1,543,318 | -28,352,955 | -94.8% | -$177.38亿 | 减仓 |
| AVGO | BROADCOM INC | $11.35亿 | 1.62% | 3,661,894 | -6,431,117 | -63.7% | -$19.93亿 | 减仓 |
| GOOG | ALPHABET INC | $12.66亿 | 1.81% | 4,360,984 | -7,629,990 | -63.6% | -$22.15亿 | 减仓 |
| AMZN | AMAZON COM INC | $13.32亿 | 1.90% | 6,418,681 | -14,722,374 | -69.6% | -$30.56亿 | 减仓 |
| GOOGL | ALPHABET INC | $13.68亿 | 1.96% | 4,787,008 | -12,066,614 | -71.6% | -$34.48亿 | 减仓 |
| VOO | VANGUARD INDEX FDS | $16.96亿 | 2.42% | 2,985,961 | -3,124,205 | -51.1% | -$17.75亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $19.09亿 | 2.73% | 10,976,458 | -12,810,600 | -53.9% | -$22.28亿 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.88亿 | 2.98% | 33,373,857 | -29,219,225 | -46.7% | -$18.28亿 | 减仓 |
| MSFT | MICROSOFT CORP | $21.24亿 | 3.04% | 5,668,485 | -18,189,017 | -76.2% | -$68.16亿 | 减仓 |
| AAPL | APPLE INC | $26.11亿 | 3.73% | 10,418,774 | -30,794,041 | -74.7% | -$77.17亿 | 减仓 |
| IVV | ISHARES TR | $27.63亿 | 3.95% | 4,565,910 | -16,915,186 | -78.7% | -$102.37亿 | 减仓 |