13F 机构持仓

Corient Private Wealth LP

MIAMI FL · SEC CIK 0001948780

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$722.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.9%
AAPL 3.7%
MSFT 3.0%
VEA 3.0%
NVDA 2.7%
VOO 2.4%
GOOGL 2.0%
AMZN 1.9%
GOOG 1.8%
AVGO 1.6%

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
KO COCA COLA CO 看跌期权 $00.00%0 -453,100-100.0% -$3,167.62万 清仓
SPY SPDR S&P 500 ETF TR 看跌期权 $00.00%0 -26,600-100.0% -$1,813.91万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -28,753-100.0% -$1,293.68万 清仓
— COMERICA INC $00.00%0 -105,985-100.0% -$921.84万 清仓
LOVE LOVESAC COMPANY $00.00%0 -557,950-100.0% -$822.98万 清仓
FIGS FIGS INC $00.00%0 -701,388-100.0% -$796.78万 清仓
AAPL APPLE INC 看跌期权 $00.00%0 -27,600-100.0% -$750.33万 清仓
RBRK RUBRIK INC. $00.00%0 —— — 申报中断
HZO MARINEMAX INC $00.00%0 -240,906-100.0% -$583.72万 清仓
IREN IREN LIMITED $00.00%0 —— — 申报中断
SPY SPDR S&P 500 ETF TR 看涨期权 $00.00%0 -6,600-100.0% -$450.07万 清仓
BLMN BLOOMIN BRANDS INC $00.00%0 —— — 申报中断
USSE SEGALL BRYANT & HAMILL TR $00.00%0 —— — 申报中断
FV FIRST TR EXCHANGE TRADED FD $00.00%0 -64,605-100.0% -$406.49万 清仓
SUN SUNOCO LP/SUNOCO FIN CORP $00.00%0 —— — 申报中断
— EXACT SCIENCES CORP $00.00%0 -37,480-100.0% -$380.93万 清仓
TFIN TRIUMPH FINANCIAL INC $00.00%0 —— — 申报中断
GTOP GOLDMAN SACHS ETF TR $00.00%0 -88,480-100.0% -$349.62万 清仓
JPM JPMORGAN CHASE & CO. 看涨期权 $00.00%0 -10,000-100.0% -$322.22万 清仓
BCS BARCLAYS PLC $00.00%0 —— — 申报中断
DOLE DOLE PLC $00.00%0 -190,434-100.0% -$285.46万 清仓
AGGY WISDOMTREE TR $00.00%0 —— — 申报中断
FSV FIRSTSERVICE CORP NEW $00.00%0 —— — 申报中断
BUG GLOBAL X FDS $00.00%0 -86,981-100.0% -$264.94万 清仓
— AMERICAN OUTDOOR BRANDS INC $00.00%0 -338,000-100.0% -$261.27万 清仓
— DAYFORCE INC $00.00%0 -36,797-100.0% -$253.55万 清仓
IHAK ISHARES TR $00.00%0 -52,428-100.0% -$252.28万 清仓
OCGN OCUGEN INC $00.00%0 -1,800,000-100.0% -$243.00万 清仓
GCO GENESCO INC $00.00%0 -93,140-100.0% -$230.71万 清仓
— TEGNA INC $00.00%0 -118,724-100.0% -$230.45万 清仓
— CIVITAS RESOURCES INC $00.00%0 -83,911-100.0% -$227.32万 清仓
— CADENCE BANK $00.00%0 -50,836-100.0% -$218.07万 清仓
HRI HERC HLDGS INC $00.00%0 -14,620-100.0% -$216.93万 清仓
LOCO EL POLLO LOCO HLDGS INC $00.00%0 -180,636-100.0% -$188.95万 清仓
JAKK JAKKS PAC INC $00.00%0 -109,482-100.0% -$184.81万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -44,060-100.0% -$176.40万 清仓
GEL GENESIS ENERGY L P $00.00%0 -110,000-100.0% -$171.60万 清仓
— ISHARES TR $00.00%0 -21,740-100.0% -$170.98万 清仓
BTZ BLACKROCK CR ALLOCATION INCO $00.00%0 -156,012-100.0% -$168.96万 清仓
MSB MESABI TR $00.00%0 -38,510-100.0% -$148.34万 清仓
JD JD.COM INC $00.00%0 —— — 申报中断
BOXX EA SERIES TRUST $00.00%0 -12,390-100.0% -$142.61万 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
— JAMF HLDG CORP $00.00%0 -151,316-100.0% -$140.23万 清仓
— SYNOVUS FINL CORP $00.00%0 -27,584-100.0% -$138.06万 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -19,100-100.0% -$137.77万 清仓
UUUU ENERGY FUELS INC $00.00%0 —— — 申报中断
— FRONTIER COMMUNICATIONS PARE $00.00%0 -35,352-100.0% -$134.59万 清仓
GSEW GOLDMAN SACHS ETF TR $00.00%0 —— — 申报中断
VRP INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
VCRB VANGUARD MALVERN FDS $00.00%0 -15,376-100.0% -$119.77万 清仓
AEO AMERICAN EAGLE OUTFITTERS IN $00.00%0 —— — 申报中断
PLNT PLANET FITNESS INC $00.00%0 —— — 申报中断
— NEXTERA ENERGY INC $00.00%0 -21,256-100.0% -$109.60万 清仓
AIN ALBANY INTL CORP $00.00%0 —— — 申报中断
FXY INVESCO CURRENCYSHARES JAPAN $00.00%0 -18,160-100.0% -$106.60万 清仓
ARKQ ARK ETF TR $00.00%0 —— — 申报中断
LNN LINDSAY CORP $00.00%0 -8,854-100.0% -$104.36万 清仓
PFFD GLOBAL X FDS $00.00%0 —— — 申报中断
— ETFIS SER TR I $00.00%0 -26,401-100.0% -$104.31万 清仓
— REV GROUP INC $00.00%0 -16,646-100.0% -$101.41万 清仓
AZTA AZENTA INC $00.00%0 —— — 申报中断
EPRT ESSENTIAL PPTYS RLTY TR INC $00.00%0 —— — 申报中断
— STELLAR BANCORP INC $00.00%0 -30,268-100.0% -$93.65万 清仓
BMBL BUMBLE INC $00.00%0 -262,157-100.0% -$93.59万 清仓
BINV 2023 ETF SERIES TRUST $00.00%0 -23,280-100.0% -$93.45万 清仓
— PROSHARES TR II $00.00%0 -16,450-100.0% -$91.33万 清仓
— LIGHT & WONDER INC $00.00%0 -8,685-100.0% -$89.53万 清仓
— QIAGEN NV $00.00%0 -19,390-100.0% -$87.20万 清仓
LVHI LEGG MASON ETF INVT $00.00%0 -23,622-100.0% -$87.12万 清仓
UCO PROSHARES TR II $00.00%0 -44,436-100.0% -$85.85万 清仓
FSK FS KKR CAP CORP $00.00%0 -57,267-100.0% -$84.81万 清仓
WHR WHIRLPOOL CORP $00.00%0 —— — 申报中断
GARP ISHARES TR $00.00%0 —— — 申报中断
SBCF SEACOAST BKG CORP FLA $00.00%0 —— — 申报中断
— FIRST TR EXCHANGE TRADED FD $00.00%0 -24,328-100.0% -$78.91万 清仓
— STRIVE INC $00.00%0 -1,051,217-100.0% -$77.59万 清仓
RWL INVESCO EXCH TRADED FD TR II $00.00%0 -8,660-100.0% -$77.39万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 —— — 申报中断
SYLD CAMBRIA ETF TR $00.00%0 —— — 申报中断
BMEZ BLACKROCK HEALTH SCIENCES TE $00.00%0 —— — 申报中断
ACIC AMERICAN COASTAL INS CORP $00.00%0 -60,002-100.0% -$75.78万 清仓
UHAL/B U HAUL HOLDING COMPANY $00.00%0 —— — 申报中断
NGVT INGEVITY CORP $00.00%0 —— — 申报中断
GSAT GLOBALSTAR INC $00.00%0 -11,972-100.0% -$73.08万 清仓
SPXS DIREXION SHS ETF TR $00.00%0 -20,230-100.0% -$71.76万 清仓
ALV AUTOLIV INC $00.00%0 -6,010-100.0% -$71.34万 清仓
SN SHARKNINJA INC $00.00%0 —— — 申报中断
— NUVEEN CALIF SELECT TAX FREE $00.00%0 -52,800-100.0% -$69.70万 清仓
BNL BROADSTONE NET LEASE INC $00.00%0 —— — 申报中断
FXI ISHARES TR $00.00%0 —— — 申报中断
JMTG J P MORGAN EXCHANGE TRADED F $00.00%0 -13,420-100.0% -$68.83万 清仓
ISCG ISHARES TR $00.00%0 -12,317-100.0% -$68.31万 清仓
— TIDAL TRUST II $00.00%0 -18,108-100.0% -$67.98万 清仓
WD WALKER & DUNLOP INC $00.00%0 —— — 申报中断
— BLACKROCK MUNIYIELD FD INC $00.00%0 -63,837-100.0% -$66.73万 清仓
HUBG HUB GROUP INC $00.00%0 —— — 申报中断
XPOF XPONENTIAL FITNESS INC $00.00%0 -77,952-100.0% -$64.15万 清仓
AMPH AMPHASTAR PHARMACEUTICALS IN $00.00%0 -23,178-100.0% -$62.07万 清仓
OGS ONE GAS INC $00.00%0 —— — 申报中断