DRIVE WEALTH MANAGEMENT, LLC
LEHI UT · SEC CIK 0001952781
$4.74亿2026Q1 申报市值
376持仓数
33.2%前十大占比 · 第一大 5.6%
34 / 31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
BBUS 加仓+$259.00万
EVTR 加仓+$132.71万
BRK/B 加仓+$78.63万
VEA 加仓+$58.36万
IJR 加仓+$57.12万
2026Q1 卖出最多 按季末市值估算
APP 减仓-$897.02万
MSTR 清仓-$387.59万
CLOA 减仓-$201.92万
JPLD 减仓-$149.52万
CVNA 清仓-$121.77万
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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $22.92万 | 0.05% | 3,707 | 57 | 1.6% | $3,524 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $22.92万 | 0.05% | 3,512 | 3,512 | — | $22.92万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $23.06万 | 0.05% | 3,089 | 3,089 | — | $23.06万 | 新建仓 |
| CBRE | CBRE GROUP INC | $23.07万 | 0.05% | 1,703 | 3 | 0.2% | $406 | 加仓 |
| NTRS | NORTHERN TR CORP | $23.08万 | 0.05% | 1,644 | 15 | 0.9% | $2,106 | 加仓 |
| CVE | CENOVUS ENERGY INC | $23.17万 | 0.05% | 8,733 | 8,733 | — | $23.17万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $23.24万 | 0.05% | 20,601 | -131 | -0.6% | -$1,478 | 减仓 |
| SONY | SONY GROUP CORP | $23.42万 | 0.05% | 11,311 | -1,652 | -12.7% | -$3.42万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $23.64万 | 0.05% | 2,444 | -10 | -0.4% | -$967 | 减仓 |
| EME | EMCOR GROUP INC | $23.70万 | 0.05% | 321 | 321 | — | $23.70万 | 新建仓 |
| HAFN | HAFNIA LTD | $23.71万 | 0.05% | 31,193 | -1,212 | -3.7% | -$9,211 | 减仓 |
| SLVM | SYLVAMO CORP | $23.78万 | 0.05% | 5,629 | -4,389 | -43.8% | -$18.54万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.78万 | 0.05% | 393 | 2 | 0.5% | $1,210 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $23.91万 | 0.05% | 47,532 | -2,888 | -5.7% | -$1.45万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.94万 | 0.05% | 487 | 54 | 12.5% | $2.65万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $23.97万 | 0.05% | 2,878 | 81 | 2.9% | $6,746 | 加仓 |
| MS | MORGAN STANLEY | $24.01万 | 0.05% | 1,458 | 118 | 8.8% | $1.94万 | 加仓 |
| STT | STATE STR CORP | $24.13万 | 0.05% | 1,906 | 36 | 1.9% | $4,557 | 加仓 |
| PFE | PFIZER INC | $24.37万 | 0.05% | 8,681 | 8,681 | — | $24.37万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.38万 | 0.05% | 931 | 12 | 1.3% | $3,142 | 加仓 |
| MCO | MOODYS CORP | $24.39万 | 0.05% | 559 | 559 | — | $24.39万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $24.49万 | 0.05% | 413 | -99 | -19.3% | -$5.87万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.51万 | 0.05% | 878 | 149 | 20.4% | $4.16万 | 加仓 |
| EXC | EXELON CORP | $24.86万 | 0.05% | 5,072 | 128 | 2.6% | $6,274 | 加仓 |
| SSRM | SSR MINING IN | $24.95万 | 0.05% | 8,488 | -224 | -2.6% | -$6,586 | 重新持有 |
| BX | BLACKSTONE INC | $25.16万 | 0.05% | 2,189 | 371 | 20.4% | $4.26万 | 加仓 |
| XEL | XCEL ENERGY INC | $25.26万 | 0.05% | 3,157 | 41 | 1.3% | $3,281 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $25.30万 | 0.05% | 5,484 | -32 | -0.6% | -$1,476 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.50万 | 0.05% | 4,083 | 2 | 0.0% | $125 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $25.55万 | 0.05% | 3,368 | 3,368 | — | $25.55万 | 新建仓 |
| UL | UNILEVER PLC | $25.70万 | 0.05% | 4,464 | -518 | -10.4% | -$2.98万 | 减仓 |
| DAL | DELTA AIR LINES INC | $25.86万 | 0.05% | 3,889 | 763 | 24.4% | $5.07万 | 加仓 |
| MOAT | VANECK ETF TRUST | $25.93万 | 0.05% | 2,681 | -58 | -2.1% | -$5,609 | 减仓 |
| MO | ALTRIA GROUP INC | $26.00万 | 0.05% | 3,879 | -226 | -5.5% | -$1.51万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.11万 | 0.06% | 945 | 56 | 6.3% | $1.55万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $26.27万 | 0.06% | 446 | -42 | -8.6% | -$2.47万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $26.35万 | 0.06% | 3,502 | -406 | -10.4% | -$3.05万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $26.49万 | 0.06% | 4,597 | 585 | 14.6% | $3.37万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $26.67万 | 0.06% | 10,595 | 10,595 | — | $26.67万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $26.67万 | 0.06% | 10,298 | -1,368 | -11.7% | -$3.54万 | 减仓 |
| RACE | FERRARI N V | $26.76万 | 0.06% | 791 | 29 | 3.8% | $9,813 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $26.77万 | 0.06% | 2,312 | -73 | -3.1% | -$8,453 | 减仓 |
| MET | METLIFE INC | $26.84万 | 0.06% | 3,795 | -1,779 | -31.9% | -$12.58万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $27.19万 | 0.06% | 3,920 | 160 | 4.3% | $1.11万 | 加仓 |
| FER | FERROVIAL SE | $27.21万 | 0.06% | 4,184 | 201 | 5.0% | $1.31万 | 加仓 |
| LIN | LINDE PLC | $27.41万 | 0.06% | 553 | -364 | -39.7% | -$18.04万 | 重新持有 |
| SNPS | SYNOPSYS INC | $27.87万 | 0.06% | 703 | 162 | 29.9% | $6.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $28.03万 | 0.06% | 2,983 | 526 | 21.4% | $4.94万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $28.17万 | 0.06% | 12,996 | -2,094 | -13.9% | -$4.54万 | 减仓 |
| ECL | ECOLAB INC | $28.36万 | 0.06% | 1,063 | 11 | 1.0% | $2,934 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $28.39万 | 0.06% | 404 | 404 | — | $28.39万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $28.48万 | 0.06% | 260 | 35 | 15.6% | $3.83万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $28.59万 | 0.06% | 5,773 | 200 | 3.6% | $9,903 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $28.60万 | 0.06% | 4,620 | -22 | -0.5% | -$1,362 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $28.74万 | 0.06% | 1,529 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.77万 | 0.06% | 1,829 | 101 | 5.8% | $1.59万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.91万 | 0.06% | 1,335 | -267 | -16.7% | -$5.78万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.01万 | 0.06% | 739 | -45 | -5.7% | -$1.77万 | 减仓 |
| HAL | HALLIBURTON CO | $29.04万 | 0.06% | 7,449 | 64 | 0.9% | $2,495 | 加仓 |
| WMB | WILLIAMS COS INC | $29.06万 | 0.06% | 3,993 | 97 | 2.5% | $7,060 | 加仓 |
| IREN | IREN LIMITED | $29.24万 | 0.06% | 8,529 | 29 | 0.3% | $994 | 加仓 |
| CMI | CUMMINS INC | $29.56万 | 0.06% | 549 | 13 | 2.4% | $7,000 | 加仓 |
| CTAS | CINTAS CORP | $29.65万 | 0.06% | 1,753 | -29 | -1.6% | -$4,905 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $29.79万 | 0.06% | 1,815 | -197 | -9.8% | -$3.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $30.11万 | 0.06% | 1,551 | 315 | 25.5% | $6.11万 | 加仓 |
| SLV | ISHARES SILVER TR | $30.15万 | 0.06% | 4,425 | 876 | 24.7% | $5.97万 | 加仓 |
| BCS | BARCLAYS PLC | $30.19万 | 0.06% | 14,265 | -4,066 | -22.2% | -$8.60万 | 减仓 |
| PCAR | PACCAR INC | $30.57万 | 0.06% | 2,647 | 45 | 1.7% | $5,198 | 加仓 |
| GLW | CORNING INC | $30.66万 | 0.06% | 2,255 | 2,255 | — | $30.66万 | 新建仓 |
| FTNT | FORTINET INC | $30.76万 | 0.06% | 3,764 | 538 | 16.7% | $4.40万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.26万 | 0.07% | 1,125 | 95 | 9.2% | $2.64万 | 加仓 |
| ING | ING GROEP N.V. | $31.63万 | 0.07% | 12,143 | -1,822 | -13.0% | -$4.75万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.77万 | 0.07% | 2,419 | 60 | 2.5% | $7,881 | 加仓 |
| SBUX | STARBUCKS CORP | $31.86万 | 0.07% | 3,556 | 107 | 3.1% | $9,586 | 加仓 |
| COKE | COCA COLA CONS INC | $32.25万 | 0.07% | 1,682 | -121 | -6.7% | -$2.32万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.26万 | 0.07% | 2,375 | 4 | 0.2% | $543 | 加仓 |
| RGEN | REPLIGEN CORP | $32.33万 | 0.07% | 2,744 | -548 | -16.6% | -$6.46万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $32.46万 | 0.07% | 420 | 47 | 12.6% | $3.63万 | 加仓 |
| NET | CLOUDFLARE INC | $32.52万 | 0.07% | 1,576 | 246 | 18.5% | $5.08万 | 加仓 |
| E | ENI SPA | $32.54万 | 0.07% | 5,687 | 59 | 1.0% | $3,376 | 加仓 |
| IVW | ISHARES TR | $32.64万 | 0.07% | 2,886 | -1,012 | -26.0% | -$11.45万 | 减仓 |
| AZO | AUTOZONE INC | $32.76万 | 0.07% | 97 | -5 | -4.9% | -$1.69万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $32.86万 | 0.07% | 9,800 | 133 | 1.4% | $4,460 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $33.01万 | 0.07% | 1,825 | 11 | 0.6% | $1,990 | 加仓 |
| VRSN | VERISIGN INC | $33.06万 | 0.07% | 1,331 | -299 | -18.3% | -$7.43万 | 减仓 |
| WF | WOORI FINL GROUP INC | $33.10万 | 0.07% | 4,971 | 54 | 1.1% | $3,596 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.20万 | 0.07% | 4,682 | -336 | -6.7% | -$2.38万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $33.30万 | 0.07% | 6,827 | 214 | 3.2% | $1.04万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $33.41万 | 0.07% | 8,466 | 8,466 | — | $33.41万 | 新建仓 |
| USB | US BANCORP | $33.48万 | 0.07% | 6,373 | -95 | -1.5% | -$4,990 | 减仓 |
| SF | STIFEL FINL CORP | $33.60万 | 0.07% | 4,546 | -56 | -1.2% | -$4,139 | 减仓 |
| FICO | FAIR ISAAC CORP | $34.16万 | 0.07% | 320 | -112 | -25.9% | -$11.96万 | 减仓 |
| KB | KB FINL GROUP INC | $34.37万 | 0.07% | 3,447 | -68 | -1.9% | -$6,781 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $34.52万 | 0.07% | 8,643 | 0 | 0.0% | — | 不变 |
| DRD | DRDGOLD LIMITED | $34.64万 | 0.07% | 11,794 | -10 | -0.1% | -$294 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $34.78万 | 0.07% | 2,402 | -14 | -0.6% | -$2,027 | 减仓 |
| DIS | DISNEY WALT CO | $34.97万 | 0.07% | 3,628 | -444 | -10.9% | -$4.28万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.15万 | 0.07% | 11,458 | -9,194 | -44.5% | -$28.21万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $35.24万 | 0.07% | 1,785 | -198 | -10.0% | -$3.91万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $35.26万 | 0.07% | 1,711 | 87 | 5.4% | $1.79万 | 加仓 |