Corient Private Wealth LP
MIAMI FL · SEC CIK 0001948780
$722.21亿2026Q2 申报市值
3,043持仓数
26.8%前十大占比 · 第一大 4.2%
355 / 237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
QQQ 加仓+$3.35亿
RTX 加仓+$2.56亿
GOOG 加仓+$2.43亿
MRVL 加仓+$1.40亿
PWR 加仓+$1.33亿
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$4.61亿
IVV 减仓-$3.86亿
NVDA 减仓-$3.78亿
VOO 减仓-$3.40亿
GOOGL 减仓-$3.28亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $30.34亿 | 4.20% | 4,050,717 | -515,193 | -11.3% | -$3.86亿 | 减仓 |
| AAPL | APPLE INC | $29.35亿 | 4.06% | 10,200,127 | -218,647 | -2.1% | -$6,292.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.28亿 | 2.95% | 29,867,238 | -3,506,619 | -10.5% | -$2.50亿 | 减仓 |
| MSFT | MICROSOFT CORP | $19.13亿 | 2.65% | 5,128,574 | -539,911 | -9.5% | -$2.01亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $17.96亿 | 2.49% | 9,069,030 | -1,907,428 | -17.4% | -$3.78亿 | 减仓 |
| GOOG | ALPHABET INC | $17.84亿 | 2.47% | 5,048,951 | 687,967 | 15.8% | $2.43亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $17.11亿 | 2.37% | 2,490,905 | -495,056 | -16.6% | -$3.40亿 | 减仓 |
| AMZN | AMAZON COM INC | $14.37亿 | 1.99% | 6,029,405 | -389,276 | -6.1% | -$9,278.01万 | 减仓 |
| GOOGL | ALPHABET INC | $13.82亿 | 1.91% | 3,868,315 | -918,693 | -19.2% | -$3.28亿 | 减仓 |
| AVGO | BROADCOM INC | $12.56亿 | 1.74% | 3,325,514 | -336,380 | -9.2% | -$1.27亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.24亿 | 1.42% | 1,369,947 | -173,371 | -11.2% | -$1.30亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $10.16亿 | 1.41% | 3,103,189 | -53,372 | -1.7% | -$1,747.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.32亿 | 1.15% | 1,661,735 | -90,888 | -5.2% | -$4,547.94万 | 减仓 |
| LLY | ELI LILLY & CO | $7.11亿 | 0.98% | 592,599 | -62,188 | -9.5% | -$7,459.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7.06亿 | 0.98% | 754,706 | -4,280 | -0.6% | -$400.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6.94亿 | 0.96% | 1,874,723 | -69,759 | -3.6% | -$2,581.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5.78亿 | 0.80% | 6,713,568 | -1,789,860 | -21.0% | -$1.54亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5.78亿 | 0.80% | 2,274,445 | -392,496 | -14.7% | -$9,968.23万 | 减仓 |
| V | VISA INC | $5.59亿 | 0.77% | 1,629,145 | -45,398 | -2.7% | -$1,557.56万 | 减仓 |
| CAT | CATERPILLAR INC | $5.39亿 | 0.75% | 505,859 | -36,913 | -6.8% | -$3,930.86万 | 减仓 |
| ABBV | ABBVIE INC | $5.19亿 | 0.72% | 2,063,716 | -139,934 | -6.4% | -$3,521.46万 | 减仓 |
| META | META PLATFORMS INC | $4.90亿 | 0.68% | 870,581 | -198,737 | -18.6% | -$1.12亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.78亿 | 0.66% | 8,013,926 | -524,878 | -6.1% | -$3,133.00万 | 减仓 |
| ASML | ASML HLDG NV | $4.35亿 | 0.60% | 218,728 | 17,214 | 8.5% | $3,424.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4.32亿 | 0.60% | 5,890,208 | 659,598 | 12.6% | $4,842.11万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4.23亿 | 0.59% | 975,811 | -130,086 | -11.8% | -$5,637.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4.02亿 | 0.56% | 545,270 | 455,412 | 506.8% | $3.35亿 | 加仓 |
| IJH | ISHARES TR | $3.94亿 | 0.55% | 5,114,258 | 194,123 | 3.9% | $1,496.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.81亿 | 0.53% | 2,300,306 | -59,722 | -2.5% | -$990.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3.73亿 | 0.52% | 1,095,028 | 290,750 | 36.2% | $9,915.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3.70亿 | 0.51% | 1,241,694 | 31,728 | 2.6% | $945.72万 | 加仓 |
| DE | DEERE & CO | $3.68亿 | 0.51% | 579,782 | -67,984 | -10.5% | -$4,312.82万 | 减仓 |
| HD | HOME DEPOT INC | $3.66亿 | 0.51% | 1,038,282 | -78,525 | -7.0% | -$2,769.58万 | 减仓 |
| — | EXXON MOBIL CORP | $3.59亿 | 0.50% | 2,627,167 | -609,074 | -18.8% | -$8,327.26万 | 减仓 |
| TJX | TJX COS INC NEW | $3.55亿 | 0.49% | 2,342,257 | 182,282 | 8.4% | $2,761.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.55亿 | 0.49% | 707,412 | -124,657 | -15.0% | -$6,250.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.48亿 | 0.48% | 1,471,305 | -73,105 | -4.7% | -$1,729.81万 | 减仓 |
| IJR | ISHARES TR | $3.41亿 | 0.47% | 2,300,207 | 189,266 | 9.0% | $2,807.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.36亿 | 0.47% | 654,718 | -25,794 | -3.8% | -$1,325.09万 | 减仓 |
| TSLA | TESLA INC | $3.32亿 | 0.46% | 789,383 | -69,936 | -8.1% | -$2,941.51万 | 减仓 |
| LIN | LINDE PLC | $3.27亿 | 0.45% | 629,501 | -67,303 | -9.7% | -$3,492.64万 | 减仓 |
| IEFA | ISHARES TR | $3.26亿 | 0.45% | 3,377,165 | 31,452 | 0.9% | $303.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.24亿 | 0.45% | 2,209,755 | -281,010 | -11.3% | -$4,121.03万 | 减仓 |
| MS | MORGAN STANLEY | $3.20亿 | 0.44% | 1,528,373 | -157,621 | -9.3% | -$3,295.19万 | 减仓 |
| SYK | STRYKER CORPORATION | $3.15亿 | 0.44% | 999,514 | -98,797 | -9.0% | -$3,110.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.11亿 | 0.43% | 534,553 | -100,878 | -15.9% | -$5,860.02万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3.08亿 | 0.43% | 3,956,884 | 341,575 | 9.4% | $2,661.21万 | 加仓 |
| MRK | MERCK & CO INC | $3.07亿 | 0.43% | 2,391,313 | -36,963 | -1.5% | -$475.03万 | 减仓 |
| PEP | PEPSICO INC | $2.92亿 | 0.40% | 2,153,585 | -239,293 | -10.0% | -$3,240.27万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.84亿 | 0.39% | 2,783,025 | -232,029 | -7.7% | -$2,371.28万 | 减仓 |
| CSCO | CISCO SYS INC | $2.78亿 | 0.39% | 2,367,630 | -206,872 | -8.0% | -$2,429.92万 | 减仓 |
| RTX | RTX CORPORATION | $2.66亿 | 0.37% | 1,399,904 | 1,349,350 | 2,669.1% | $2.56亿 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.43亿 | 0.34% | 718,481 | -87,229 | -10.8% | -$2,950.52万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2.41亿 | 0.33% | 1,264,034 | -194,289 | -13.3% | -$3,701.60万 | 减仓 |
| ECL | ECOLAB INC | $2.37亿 | 0.33% | 850,058 | -97,463 | -10.3% | -$2,715.47万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2.30亿 | 0.32% | 4,537,521 | 54,932 | 1.2% | $277.85万 | 加仓 |
| GE | GE AEROSPACE | $2.26亿 | 0.31% | 605,493 | -86,538 | -12.5% | -$3,234.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2.22亿 | 0.31% | 2,531,453 | 617,513 | 32.3% | $5,419.91万 | 加仓 |
| CB | CHUBB LIMITED | $2.20亿 | 0.31% | 646,685 | -38,782 | -5.7% | -$1,321.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.16亿 | 0.30% | 520,634 | -26,579 | -4.9% | -$1,104.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.14亿 | 0.30% | 185,140 | -131,176 | -41.5% | -$1.51亿 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.09亿 | 0.29% | 3,801,714 | -5,934,329 | -61.0% | -$3.26亿 | 减仓 |
| CMI | CUMMINS INC | $2.06亿 | 0.29% | 288,832 | -10,788 | -3.6% | -$769.41万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.03亿 | 0.28% | 2,271,682 | -2,727,581 | -54.6% | -$2.43亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.03亿 | 0.28% | 280,199 | -40,469 | -12.6% | -$2,925.91万 | 减仓 |
| NFLX | NETFLIX INC. | $2.02亿 | 0.28% | 2,829,336 | 129,228 | 4.8% | $922.69万 | 加仓 |
| MCD | MCDONALDS CORP | $2.02亿 | 0.28% | 745,825 | -112,215 | -13.1% | -$3,033.29万 | 减仓 |
| KO | COCA COLA CO | $1.98亿 | 0.27% | 2,432,821 | -472,763 | -16.3% | -$3,842.34万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.90亿 | 0.26% | 3,517,784 | -1,925,112 | -35.4% | -$1.04亿 | 减仓 |
| ORCL | ORACLE CORP | $1.88亿 | 0.26% | 1,282,773 | 85,347 | 7.1% | $1,250.76万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.86亿 | 0.26% | 2,248,961 | 262,429 | 13.2% | $2,168.98万 | 加仓 |
| WMT | WALMART INC | $1.85亿 | 0.26% | 1,636,955 | -391,673 | -19.3% | -$4,436.09万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.78亿 | 0.25% | 2,251,764 | 80,439 | 3.7% | $635.71万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.77亿 | 0.25% | 6,026,096 | -699,293 | -10.4% | -$2,058.02万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.77亿 | 0.24% | 444,500 | 112,715 | 34.0% | $4,476.70万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.76亿 | 0.24% | 2,182,308 | 202,792 | 10.2% | $1,633.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.75亿 | 0.24% | 3,935,874 | -269,885 | -6.4% | -$1,197.21万 | 减仓 |
| ETN | EATON CORP PLC | $1.74亿 | 0.24% | 408,140 | -3,192 | -0.8% | -$136.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.74亿 | 0.24% | 797,039 | -175,674 | -18.1% | -$3,828.45万 | 减仓 |
| EFA | ISHARES TR | $1.72亿 | 0.24% | 1,655,900 | -371,302 | -18.3% | -$3,857.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1.70亿 | 0.24% | 1,990,294 | -155,262 | -7.2% | -$1,327.33万 | 减仓 |
| AMGN | AMGEN INC | $1.69亿 | 0.23% | 466,785 | -84,082 | -15.3% | -$3,045.21万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1.65亿 | 0.23% | 168,846 | -40,732 | -19.4% | -$3,984.14万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.65亿 | 0.23% | 1,818,488 | 151,301 | 9.1% | $1,372.91万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.64亿 | 0.23% | 206,053 | 8,546 | 4.3% | $679.23万 | 加仓 |
| PCAR | PACCAR INC | $1.62亿 | 0.22% | 1,352,123 | -54,413 | -3.9% | -$653.61万 | 减仓 |
| DBEF | DBX ETF TR | $1.61亿 | 0.22% | 2,948,233 | -744,870 | -20.2% | -$4,069.22万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.59亿 | 0.22% | 226,432 | -3,423 | -1.5% | -$240.75万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.58亿 | 0.22% | 530,186 | 470,891 | 794.1% | $1.40亿 | 加仓 |
| IWM | ISHARES TR | $1.57亿 | 0.22% | 524,135 | 23,954 | 4.8% | $719.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.56亿 | 0.22% | 325,979 | -26,316 | -7.5% | -$1,256.81万 | 减仓 |
| INTC | INTEL CORP | $1.55亿 | 0.21% | 1,108,568 | -26,056 | -2.3% | -$363.82万 | 减仓 |
| PWR | QUANTA SVCS INC | $1.51亿 | 0.21% | 210,091 | 184,819 | 731.3% | $1.33亿 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.51亿 | 0.21% | 2,546,562 | -1,656,852 | -39.4% | -$9,801.58万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1.50亿 | 0.21% | 3,321,191 | 1,214,435 | 57.6% | $5,467.51万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.49亿 | 0.21% | 2,557,701 | 119,991 | 4.9% | $698.35万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.49亿 | 0.21% | 406,755 | -624,573 | -60.6% | -$2.28亿 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.41亿 | 0.20% | 1,101,011 | -237,366 | -17.7% | -$3,040.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.40亿 | 0.19% | 517,411 | 270,852 | 109.9% | $7,325.82万 | 加仓 |
| APH | AMPHENOL CORP | $1.39亿 | 0.19% | 789,853 | 261,323 | 49.4% | $4,611.44万 | 加仓 |