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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $24.13万 | 0.05% | 1,906 | 36 | 1.9% | $4,557 | 加仓 |
| MS | MORGAN STANLEY | $24.01万 | 0.05% | 1,458 | 118 | 8.8% | $1.94万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $23.97万 | 0.05% | 2,878 | 81 | 2.9% | $6,746 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.94万 | 0.05% | 487 | 54 | 12.5% | $2.65万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $23.91万 | 0.05% | 47,532 | -2,888 | -5.7% | -$1.45万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.78万 | 0.05% | 393 | 2 | 0.5% | $1,210 | 重新持有 |
| SLVM | SYLVAMO CORP | $23.78万 | 0.05% | 5,629 | -4,389 | -43.8% | -$18.54万 | 减仓 |
| HAFN | HAFNIA LTD | $23.71万 | 0.05% | 31,193 | -1,212 | -3.7% | -$9,211 | 减仓 |
| EME | EMCOR GROUP INC | $23.70万 | 0.05% | 321 | 321 | — | $23.70万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $23.64万 | 0.05% | 2,444 | -10 | -0.4% | -$967 | 减仓 |
| SONY | SONY GROUP CORP | $23.42万 | 0.05% | 11,311 | -1,652 | -12.7% | -$3.42万 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.24万 | 0.05% | 20,601 | -131 | -0.6% | -$1,478 | 减仓 |
| CVE | CENOVUS ENERGY INC | $23.17万 | 0.05% | 8,733 | 8,733 | — | $23.17万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $23.08万 | 0.05% | 1,644 | 15 | 0.9% | $2,106 | 加仓 |
| CBRE | CBRE GROUP INC | $23.07万 | 0.05% | 1,703 | 3 | 0.2% | $406 | 加仓 |
| STNG | SCORPIO TANKERS INC | $23.06万 | 0.05% | 3,089 | 3,089 | — | $23.06万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $22.92万 | 0.05% | 3,512 | 3,512 | — | $22.92万 | 新建仓 |
| D | DOMINION ENERGY INC | $22.92万 | 0.05% | 3,707 | 57 | 1.6% | $3,524 | 加仓 |
| OKE | ONEOK INC NEW | $22.77万 | 0.05% | 2,519 | 2,519 | — | $22.77万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $22.76万 | 0.05% | 1,638 | -1 | -0.1% | -$139 | 减仓 |
| VMC | VULCAN MATLS CO | $22.64万 | 0.05% | 831 | 1 | 0.1% | $272 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.61万 | 0.05% | 1,114 | 1,114 | — | $22.61万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.48万 | 0.05% | 960 | 11 | 1.2% | $2,576 | 加仓 |
| RBLX | ROBLOX CORP | $22.33万 | 0.05% | 3,948 | -1,961 | -33.2% | -$11.09万 | 减仓 |
| URI | UNITED RENTALS INC | $22.24万 | 0.05% | 305 | -3 | -1.0% | -$2,188 | 减仓 |
| VSTS | VESTIS CORPORATION | $22.23万 | 0.05% | 28,285 | 5,583 | 24.6% | $4.39万 | 加仓 |
| FFIV | F5 INC | $22.22万 | 0.05% | 768 | -10 | -1.3% | -$2,893 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.19万 | 0.05% | 3,929 | 3,929 | — | $22.19万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $22.16万 | 0.05% | 1,972 | 1,972 | — | $22.16万 | 新建仓 |
| FISV | FISERV INC | $22.12万 | 0.05% | 3,964 | -1,922 | -32.7% | -$10.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.98万 | 0.05% | 1,073 | -665 | -38.3% | -$13.62万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $21.90万 | 0.05% | 15,812 | 115 | 0.7% | $1,593 | 加仓 |
| CMS | CMS ENERGY CORP | $21.76万 | 0.05% | 2,805 | -111 | -3.8% | -$8,612 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.73万 | 0.05% | 1,096 | 1,096 | — | $21.73万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.63万 | 0.05% | 1,642 | 1,642 | — | $21.63万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $21.47万 | 0.05% | 1,424 | 1,424 | — | $21.47万 | 新建仓 |
| CNC | CENTENE CORP DEL | $21.46万 | 0.05% | 6,554 | -1,534 | -19.0% | -$5.02万 | 减仓 |
| TER | TERADYNE INC | $21.45万 | 0.05% | 724 | 724 | — | $21.45万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $21.32万 | 0.05% | 2,506 | -2 | -0.1% | -$170 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $21.13万 | 0.04% | 639 | 639 | — | $21.13万 | 新建仓 |
| SNEX | STONEX GROUP INC | $21.11万 | 0.04% | 2,618 | 2,618 | — | $21.11万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $20.95万 | 0.04% | 21,850 | 21,850 | — | $20.95万 | 新建仓 |
| CPAY | CORPAY INC | $20.89万 | 0.04% | 718 | 9 | 1.3% | $2,619 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $20.86万 | 0.04% | 6,924 | -1,030 | -12.9% | -$3.10万 | 减仓 |
| LASR | NLIGHT INC | $20.77万 | 0.04% | 3,642 | 3,642 | — | $20.77万 | 新建仓 |
| ALL | ALLSTATE CORP | $20.74万 | 0.04% | 995 | 6 | 0.6% | $1,251 | 加仓 |
| VGT | VANGUARD WORLD FD | $20.73万 | 0.04% | 297 | -54 | -15.4% | -$3.77万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $20.71万 | 0.04% | 1,136 | -1,241 | -52.2% | -$22.63万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $20.64万 | 0.04% | 11,146 | 11,146 | — | $20.64万 | 新建仓 |
| DOV | DOVER CORP | $20.57万 | 0.04% | 987 | 987 | — | $20.57万 | 新建仓 |
| IWY | ISHARES TR | $20.55万 | 0.04% | 826 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $20.27万 | 0.04% | 3,380 | 3,380 | — | $20.27万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $20.19万 | 0.04% | 671 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $20.00万 | 0.04% | 13,919 | -110 | -0.8% | -$1,581 | 减仓 |
| IHS | IHS HOLDING LIMITED | $18.81万 | 0.04% | 22,851 | -133 | -0.6% | -$1,095 | 减仓 |
| DHT | DHT HOLDINGS INC | $18.70万 | 0.04% | 10,234 | -203 | -1.9% | -$3,709 | 减仓 |
| GNW | GENWORTH FINL INC | $18.66万 | 0.04% | 22,985 | -5,454 | -19.2% | -$4.43万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $16.90万 | 0.04% | 11,386 | 11,386 | — | $16.90万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $16.15万 | 0.03% | 31,108 | -222,644 | -87.7% | -$115.55万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $16.04万 | 0.03% | 15,381 | -1,413 | -8.4% | -$1.47万 | 减仓 |
| FSM | FORTUNA MNG CORP | $13.78万 | 0.03% | 13,879 | -94 | -0.7% | -$933 | 减仓 |
| NMR | NOMURA HLDGS INC | $13.23万 | 0.03% | 16,770 | -13 | -0.1% | -$103 | 减仓 |
| NOK | NOKIA CORP | $13.12万 | 0.03% | 16,324 | 1,970 | 13.7% | $1.58万 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $12.63万 | 0.03% | 11,194 | 11,194 | — | $12.63万 | 新建仓 |
| NEOG | NEOGEN CORP | $11.92万 | 0.03% | 12,826 | 610 | 5.0% | $5,667 | 加仓 |
| NEXT | NEXTDECADE CORP | $10.37万 | 0.02% | 13,540 | 13,540 | — | $10.37万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $9.55万 | 0.02% | 10,292 | 10,292 | — | $9.55万 | 新建仓 |
| — | NVNI GROUP LIMITED | $9.49万 | 0.02% | 82,502 | 0 | 0.0% | — | 不变 |
| BSBR | BANCO SANTANDER BRASIL S A | $9.43万 | 0.02% | 15,898 | 1,206 | 8.2% | $7,151 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $9.31万 | 0.02% | 11,013 | 798 | 7.8% | $6,742 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $8.52万 | 0.02% | 20,537 | 20,537 | — | $8.52万 | 新建仓 |
| ENIC | ENEL CHILE SA | $8.48万 | 0.02% | 21,531 | 584 | 2.8% | $2,301 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $5.99万 | 0.01% | 12,057 | -691 | -5.4% | -$3,434 | 减仓 |
| — | COSAN S A | $4.30万 | 0.01% | 10,429 | 10,429 | — | $4.30万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $3.88万 | 0.01% | 11,323 | 232 | 2.1% | $796 | 加仓 |
| — | GOSSAMER BIO INC | $5,765 | 0.00% | 17,550 | -3,770 | -17.7% | -$1,238 | 减仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -25,508 | -100.0% | -$387.59万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -2,886 | -100.0% | -$121.77万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -362,016 | -100.0% | -$39.10万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$37.08万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -13,356 | -100.0% | -$30.75万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,849 | -100.0% | -$29.76万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,107 | -100.0% | -$27.93万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,416 | -100.0% | -$27.32万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,798 | -100.0% | -$26.67万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,435 | -100.0% | -$26.63万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,652 | -100.0% | -$26.45万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,294 | -100.0% | -$25.11万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,873 | -100.0% | -$24.79万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -702 | -100.0% | -$24.73万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,133 | -100.0% | -$24.69万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -423 | -100.0% | -$24.54万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -8,384 | -100.0% | -$23.48万 | 清仓 |