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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $87.82万 | 0.19% | 7,153 | -400 | -5.3% | -$4.91万 | 减仓 |
| CRM | SALESFORCE INC | $87.16万 | 0.18% | 4,670 | -85 | -1.8% | -$1.59万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $86.96万 | 0.18% | 39,088 | 4,499 | 13.0% | $10.01万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $86.70万 | 0.18% | 17,891 | -198 | -1.1% | -$9,595 | 减仓 |
| KLAC | KLA CORP | $86.40万 | 0.18% | 587 | 2 | 0.3% | $2,944 | 加仓 |
| GEV | GE VERNOVA INC | $86.16万 | 0.18% | 986 | 106 | 12.0% | $9.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $84.53万 | 0.18% | 3,678 | -156 | -4.1% | -$3.59万 | 减仓 |
| T | AT&T INC | $84.29万 | 0.18% | 29,075 | 19 | 0.1% | $551 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $83.97万 | 0.18% | 1,231 | 24 | 2.0% | $1.64万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $83.71万 | 0.18% | 8,598 | -161 | -1.8% | -$1.57万 | 减仓 |
| DNL | WISDOMTREE TR | $81.34万 | 0.17% | 20,148 | 2,470 | 14.0% | $9.97万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $80.15万 | 0.17% | 20,531 | 2,617 | 14.6% | $10.22万 | 加仓 |
| CB | CHUBB LTD SWITZ | $79.24万 | 0.17% | 2,424 | 27 | 1.1% | $8,826 | 加仓 |
| HSBC | HSBC HLDGS PLC | $78.99万 | 0.17% | 9,322 | 7 | 0.1% | $593 | 加仓 |
| SYY | SYSCO CORP | $78.91万 | 0.17% | 11,063 | -2,291 | -17.2% | -$16.34万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $78.51万 | 0.17% | 928 | -85 | -8.4% | -$7.19万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $78.27万 | 0.17% | 2,393 | 19 | 0.8% | $6,215 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $78.09万 | 0.16% | 7,820 | 747 | 10.6% | $7.46万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $75.49万 | 0.16% | 1,691 | 38 | 2.3% | $1.70万 | 加仓 |
| RUN | SUNRUN INC | $74.89万 | 0.16% | 55,227 | 6,657 | 13.7% | $9.03万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $73.14万 | 0.15% | 2,131 | 16 | 0.8% | $5,492 | 加仓 |
| HCA | HCA HEALTHCARE INC | $73.09万 | 0.15% | 1,544 | -363 | -19.0% | -$17.18万 | 减仓 |
| PSX | PHILLIPS 66 | $72.98万 | 0.15% | 4,006 | -1,308 | -24.6% | -$23.83万 | 减仓 |
| ADBE | ADOBE INC | $68.06万 | 0.14% | 2,800 | 24 | 0.9% | $5,834 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $66.79万 | 0.14% | 159 | -23 | -12.6% | -$9.66万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.56万 | 0.14% | 10,974 | 165 | 1.5% | $1.00万 | 加仓 |
| MCK | MCKESSON CORP | $66.45万 | 0.14% | 767 | 11 | 1.5% | $9,530 | 加仓 |
| COP | CONOCOPHILLIPS | $65.95万 | 0.14% | 4,996 | -913 | -15.5% | -$12.05万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $65.48万 | 0.14% | 22,807 | -2,474 | -9.8% | -$7.10万 | 减仓 |
| IVLU | ISHARES TR | $65.46万 | 0.14% | 16,496 | -199 | -1.2% | -$7,896 | 减仓 |
| SHEL | SHELL PLC | $64.91万 | 0.14% | 6,980 | -108 | -1.5% | -$1.00万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $62.68万 | 0.13% | 10,618 | 4,574 | 75.7% | $27.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $61.81万 | 0.13% | 4,435 | 74 | 1.7% | $1.03万 | 加仓 |
| INTC | INTEL CORP | $61.44万 | 0.13% | 13,922 | 1,811 | 15.0% | $7.99万 | 加仓 |
| EQIX | EQUINIX INC | $60.33万 | 0.13% | 615 | 84 | 15.8% | $8.24万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $59.93万 | 0.13% | 11,989 | 2,188 | 22.3% | $10.94万 | 加仓 |
| INTU | INTUIT | $59.06万 | 0.12% | 1,366 | -209 | -13.3% | -$9.04万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $58.82万 | 0.12% | 2,017 | 243 | 13.7% | $7.09万 | 加仓 |
| RY | ROYAL BK CDA | $58.68万 | 0.12% | 3,627 | 27 | 0.8% | $4,368 | 加仓 |
| SPYV | SPDR SERIES TRUST | $58.15万 | 0.12% | 10,278 | -858 | -7.7% | -$4.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.83万 | 0.12% | 2,386 | 97 | 4.2% | $2.35万 | 加仓 |
| AMGN | AMGEN INC | $56.93万 | 0.12% | 1,618 | 213 | 15.2% | $7.49万 | 加仓 |
| ETN | EATON CORP PLC | $55.77万 | 0.12% | 1,559 | 241 | 18.3% | $8.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.08万 | 0.12% | 5,930 | 200 | 3.5% | $1.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.60万 | 0.12% | 10,876 | 376 | 3.6% | $1.89万 | 加仓 |
| — | HONEYWELL INTL INC | $54.54万 | 0.12% | 2,413 | 629 | 35.3% | $14.22万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $53.68万 | 0.11% | 888 | 44 | 5.2% | $2.66万 | 加仓 |
| ASML | ASML HLDG NV | $53.31万 | 0.11% | 403 | 12 | 3.1% | $1.59万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $52.43万 | 0.11% | 1,180 | -50 | -4.1% | -$2.22万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.52万 | 0.11% | 1,118 | -43 | -3.7% | -$1.98万 | 减仓 |
| ESLT | ELBIT SYS LTD | $51.46万 | 0.11% | 606 | -72 | -10.6% | -$6.11万 | 减仓 |
| CME | CME GROUP INC | $51.18万 | 0.11% | 1,733 | 63 | 3.8% | $1.86万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $50.81万 | 0.11% | 8,645 | 121 | 1.4% | $7,112 | 加仓 |
| CI | THE CIGNA GROUP | $50.68万 | 0.11% | 1,900 | 435 | 29.7% | $11.60万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $50.38万 | 0.11% | 4,247 | -275 | -6.1% | -$3.26万 | 减仓 |
| SO | SOUTHERN CO | $50.08万 | 0.11% | 5,189 | 31 | 0.6% | $2,992 | 加仓 |
| PCG | PG&E CORP | $49.97万 | 0.11% | 28,360 | 653 | 2.4% | $1.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $49.94万 | 0.11% | 558 | -57 | -9.3% | -$5.10万 | 减仓 |
| PGR | PROGRESSIVE CORP | $49.69万 | 0.10% | 2,506 | -692 | -21.6% | -$13.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $49.60万 | 0.10% | 859 | -123 | -12.5% | -$7.10万 | 减仓 |
| FIX | COMFORT SYS USA INC | $49.23万 | 0.10% | 357 | -4 | -1.1% | -$5,516 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $48.92万 | 0.10% | 2,351 | 8 | 0.3% | $1,665 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $48.23万 | 0.10% | 10,300 | -2,089 | -16.9% | -$9.78万 | 减仓 |
| DVYE | ISHARES INC | $48.18万 | 0.10% | 14,015 | 1,322 | 10.4% | $4.55万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $47.62万 | 0.10% | 13,310 | 1,458 | 12.3% | $5.22万 | 加仓 |
| QUAL | ISHARES TR | $47.23万 | 0.10% | 2,462 | -686 | -21.8% | -$13.16万 | 减仓 |
| TTE | TOTALENERGIES SE | $47.15万 | 0.10% | 5,183 | -787 | -13.2% | -$7.16万 | 减仓 |
| PEP | PEPSICO INC | $47.06万 | 0.10% | 3,031 | -873 | -22.4% | -$13.55万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.93万 | 0.10% | 5,507 | 94 | 1.7% | $8,011 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $46.73万 | 0.10% | 4,129 | 86 | 2.1% | $9,733 | 加仓 |
| C | CITIGROUP INC | $46.41万 | 0.10% | 4,092 | 87 | 2.2% | $9,867 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.30万 | 0.10% | 1,711 | -656 | -27.7% | -$17.75万 | 减仓 |
| TOL | TOLL BROTHERS INC | $46.25万 | 0.10% | 3,389 | -759 | -18.3% | -$10.36万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $46.02万 | 0.10% | 1,701 | 153 | 9.9% | $4.14万 | 加仓 |
| BA | BOEING CO | $45.38万 | 0.10% | 2,280 | 595 | 35.3% | $11.84万 | 加仓 |
| UBS | UBS GROUP AG | $45.14万 | 0.10% | 11,553 | -1,047 | -8.3% | -$4.09万 | 减仓 |
| NOW | SERVICENOW INC | $45.12万 | 0.10% | 4,315 | -382 | -8.1% | -$3.99万 | 减仓 |
| B | BARRICK MNG CORP | $45.08万 | 0.10% | 11,051 | -621 | -5.3% | -$2.53万 | 减仓 |
| ENB | ENBRIDGE INC | $44.79万 | 0.09% | 8,274 | -95 | -1.1% | -$5,143 | 减仓 |
| FDX | FEDEX CORP | $44.71万 | 0.09% | 1,250 | 27 | 2.2% | $9,657 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.60万 | 0.09% | 1,474 | -6 | -0.4% | -$1,815 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.28万 | 0.09% | 3,382 | 103 | 3.1% | $1.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $44.20万 | 0.09% | 6,145 | 980 | 19.0% | $7.05万 | 加仓 |
| SNDK | SANDISK CORP | $43.23万 | 0.09% | 681 | 681 | — | $43.23万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $43.18万 | 0.09% | 2,489 | 987 | 65.7% | $17.12万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $43.15万 | 0.09% | 9,659 | -4 | -0.0% | -$179 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $43.00万 | 0.09% | 21,775 | -2,642 | -10.8% | -$5.22万 | 减仓 |
| APP | APPLOVIN CORP | $42.64万 | 0.09% | 1,071 | -22,532 | -95.5% | -$897.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.51万 | 0.09% | 4,292 | 441 | 11.5% | $4.37万 | 加仓 |
| FAST | FASTENAL CO | $42.41万 | 0.09% | 9,140 | 34 | 0.4% | $1,578 | 加仓 |
| LOW | LOWES COS INC | $42.34万 | 0.09% | 1,792 | 15 | 0.8% | $3,544 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $42.31万 | 0.09% | 1,392 | -23 | -1.6% | -$6,991 | 减仓 |
| SN | SHARKNINJA INC | $41.60万 | 0.09% | 3,929 | 53 | 1.4% | $5,612 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.66万 | 0.09% | 4,405 | 2 | 0.0% | $185 | 加仓 |
| ADI | ANALOG DEVICES INC | $40.64万 | 0.09% | 1,277 | 49 | 4.0% | $1.56万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $40.57万 | 0.09% | 932 | 146 | 18.6% | $6.36万 | 加仓 |
| FTI | TECHNIPFMC PLC | $40.45万 | 0.09% | 5,848 | 10 | 0.2% | $692 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $40.11万 | 0.08% | 2,331 | -200 | -7.9% | -$3.44万 | 减仓 |
| QCOM | QUALCOMM INC | $39.17万 | 0.08% | 3,042 | -108 | -3.4% | -$1.39万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $39.08万 | 0.08% | 1,559 | -103 | -6.2% | -$2.58万 | 减仓 |