Semus Wealth Partners LLC
Boca Raton FL · SEC CIK 0001964775
$2.07亿2026Q2 申报市值
111持仓数
48.4%前十大占比 · 第一大 18.9%
9 / 10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
FMAY 新建仓+$465.56万
IVV 加仓+$182.95万
AMD 新建仓+$60.47万
CORO 新建仓+$60.31万
LLY 加仓+$59.98万
2026Q2 卖出最多 按季末市值估算
FAUG 清仓-$416.64万
QUAL 清仓-$69.67万
EFV 减仓-$61.87万
URI 减仓-$56.42万
AAPL 减仓-$46.96万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,913.75万 | 18.92% | 135,255 | -1,623 | -1.2% | -$46.96万 | 减仓 |
| GOOGL | ALPHABET INC | $852.56万 | 4.12% | 23,857 | 175 | 0.7% | $6.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $844.86万 | 4.08% | 42,224 | -639 | -1.5% | -$12.79万 | 减仓 |
| IVV | ISHARES TR | $830.30万 | 4.01% | 11,087 | 2,443 | 28.3% | $182.95万 | 加仓 |
| GOOG | ALPHABET INC | $661.32万 | 3.20% | 18,717 | 147 | 0.8% | $5.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $621.68万 | 3.00% | 16,666 | -258 | -1.5% | -$9.62万 | 减仓 |
| LLY | ELI LILLY & CO | $618.35万 | 2.99% | 5,155 | 500 | 10.7% | $59.98万 | 加仓 |
| TSLA | TESLA INC | $580.43万 | 2.81% | 13,800 | -72 | -0.5% | -$3.03万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $569.38万 | 2.75% | 96,001 | 7,328 | 8.3% | $43.46万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $511.61万 | 2.47% | 83,243 | 2,787 | 3.5% | $17.13万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $502.53万 | 2.43% | 90,432 | 6,244 | 7.4% | $34.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $491.34万 | 2.37% | 6,580 | -65 | -1.0% | -$4.85万 | 减仓 |
| AMZN | AMAZON COM INC | $488.84万 | 2.36% | 20,510 | -817 | -3.8% | -$19.47万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $465.56万 | 2.25% | 82,839 | 82,839 | — | $465.56万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $449.88万 | 2.17% | 153,022 | 5,705 | 3.9% | $16.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $428.16万 | 2.07% | 75,807 | 1,877 | 2.5% | $10.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $331.91万 | 1.60% | 4,507 | 347 | 8.3% | $25.55万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $312.57万 | 1.51% | 92,395 | 6,201 | 7.2% | $20.98万 | 加仓 |
| META | META PLATFORMS INC | $282.66万 | 1.37% | 5,018 | 494 | 10.9% | $27.83万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $250.47万 | 1.21% | 36,828 | 2,016 | 5.8% | $13.71万 | 加仓 |
| AVGO | BROADCOM INC | $244.07万 | 1.18% | 6,461 | 91 | 1.4% | $3.44万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $225.78万 | 1.09% | 22,901 | -381 | -1.6% | -$3.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $217.47万 | 1.05% | 8,563 | -32 | -0.4% | -$8,127 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $202.99万 | 0.98% | 2,007 | -77 | -3.7% | -$7.79万 | 减仓 |
| MELI | MERCADOLIBRE INC | $187.39万 | 0.91% | 1,104 | 55 | 5.2% | $9.34万 | 加仓 |
| IVW | ISHARES TR | $175.26万 | 0.85% | 12,743 | 656 | 5.4% | $9.02万 | 加仓 |
| NFLX | NETFLIX INC. | $170.70万 | 0.83% | 23,908 | 1,773 | 8.0% | $12.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $169.44万 | 0.82% | 3,299 | -41 | -1.2% | -$2.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $162.23万 | 0.78% | 51,161 | -156 | -0.3% | -$4,947 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $150.36万 | 0.73% | 24,657 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $146.67万 | 0.71% | 10,008 | 1,819 | 22.2% | $26.66万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $146.63万 | 0.71% | 32,086 | 154 | 0.5% | $7,038 | 加仓 |
| IVE | ISHARES TR | $145.89万 | 0.71% | 6,425 | -963 | -13.0% | -$21.87万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $141.19万 | 0.68% | 1,223 | 135 | 12.4% | $15.59万 | 加仓 |
| URI | UNITED RENTALS INC | $130.07万 | 0.63% | 1,148 | -498 | -30.3% | -$56.42万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $129.15万 | 0.62% | 19,111 | 27 | 0.1% | $1,825 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $127.41万 | 0.62% | 32,231 | -380 | -1.2% | -$1.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $120.76万 | 0.58% | 3,689 | -35 | -0.9% | -$1.15万 | 减仓 |
| WMT | WALMART INC | $118.16万 | 0.57% | 10,433 | 14 | 0.1% | $1,586 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.23万 | 0.56% | 3,379 | 237 | 7.5% | $8.08万 | 加仓 |
| V | VISA INC | $112.86万 | 0.55% | 3,289 | -80 | -2.4% | -$2.75万 | 减仓 |
| ASML | ASML HLDG NV | $108.23万 | 0.52% | 544 | 204 | 60.0% | $40.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $106.87万 | 0.52% | 2,571 | -571 | -18.2% | -$23.74万 | 减仓 |
| IEMG | ISHARES INC | $103.98万 | 0.50% | 12,552 | -5,050 | -28.7% | -$41.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.03万 | 0.47% | 1,939 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $96.50万 | 0.47% | 11,203 | 283 | 2.6% | $2.44万 | 加仓 |
| IUSB | ISHARES TR | $91.44万 | 0.44% | 19,813 | 6,950 | 54.0% | $32.07万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $84.65万 | 0.41% | 16,057 | -2,552 | -13.7% | -$13.45万 | 减仓 |
| EFG | ISHARES TR | $84.52万 | 0.41% | 6,793 | 806 | 13.5% | $10.03万 | 加仓 |
| MRK | MERCK & CO INC | $83.03万 | 0.40% | 6,461 | -45 | -0.7% | -$5,783 | 减仓 |
| MCD | MCDONALDS CORP | $75.46万 | 0.36% | 2,792 | -57 | -2.0% | -$1.54万 | 减仓 |
| MTUM | ISHARES TR | $73.43万 | 0.35% | 2,142 | -203 | -8.7% | -$6.96万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $72.10万 | 0.35% | 5,352 | -249 | -4.4% | -$3.35万 | 减仓 |
| CSCO | CISCO SYS INC | $68.33万 | 0.33% | 5,817 | 27 | 0.5% | $3,172 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $66.45万 | 0.32% | 1,304 | 48 | 3.8% | $2.45万 | 加仓 |
| SMH | VANECK ETF TRUST | $64.86万 | 0.31% | 989 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.42万 | 0.31% | 5,521 | 2,544 | 85.5% | $29.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $64.03万 | 0.31% | 4,366 | -86 | -1.9% | -$1.26万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $61.18万 | 0.30% | 12,146 | 1,752 | 16.9% | $8.82万 | 加仓 |
| ABBV | ABBVIE INC | $60.60万 | 0.29% | 2,408 | -95 | -3.8% | -$2.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.47万 | 0.29% | 1,041 | 1,041 | — | $60.47万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $60.31万 | 0.29% | 16,479 | 16,479 | — | $60.31万 | 新建仓 |
| BAC | BANK OF AMER CORP | $60.17万 | 0.29% | 10,559 | -1,030 | -8.9% | -$5.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $59.12万 | 0.29% | 3,741 | 16 | 0.4% | $2,529 | 加仓 |
| KO | COCA COLA CO | $56.39万 | 0.27% | 6,938 | -154 | -2.2% | -$1.25万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $55.90万 | 0.27% | 17,589 | 3,005 | 20.6% | $9.55万 | 加仓 |
| EFV | ISHARES TR | $53.82万 | 0.26% | 7,031 | -8,083 | -53.5% | -$61.87万 | 减仓 |
| AMGN | AMGEN INC | $53.10万 | 0.26% | 1,466 | 8 | 0.5% | $2,898 | 加仓 |
| NEE | NEXTERA ENERGY INC | $52.96万 | 0.26% | 6,034 | -2 | -0.0% | -$176 | 减仓 |
| CRM | SALESFORCE INC | $52.55万 | 0.25% | 3,355 | 903 | 36.8% | $14.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.01万 | 0.25% | 4,352 | -200 | -4.4% | -$2.39万 | 减仓 |
| CAT | CATERPILLAR INC | $48.70万 | 0.24% | 457 | 44 | 10.7% | $4.69万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $48.13万 | 0.23% | 11,165 | -5,116 | -31.4% | -$22.06万 | 减仓 |
| GE | GE AEROSPACE | $45.51万 | 0.22% | 1,218 | -37 | -2.9% | -$1.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.02万 | 0.20% | 438 | -2 | -0.5% | -$1,873 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $40.55万 | 0.20% | 4,916 | 28 | 0.6% | $2,310 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.50万 | 0.20% | 1,440 | 431 | 42.7% | $12.12万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $39.92万 | 0.19% | 8,457 | 69 | 0.8% | $3,257 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $39.38万 | 0.19% | 7,798 | -636 | -7.5% | -$3.21万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $37.33万 | 0.18% | 7,671 | 68 | 0.9% | $3,309 | 加仓 |
| GLD | SPDR GOLD TR | $37.17万 | 0.18% | 1,009 | 300 | 42.3% | $11.05万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $36.99万 | 0.18% | 37,705 | 764 | 2.1% | $7,495 | 加仓 |
| VOO | VANGUARD INDEX FDS | $36.18万 | 0.17% | 527 | 1 | 0.2% | $687 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.52万 | 0.17% | 820 | 820 | — | $35.52万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $35.35万 | 0.17% | 3,832 | 13 | 0.3% | $1,199 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $35.14万 | 0.17% | 6,568 | 2,481 | 60.7% | $13.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $34.64万 | 0.17% | 479 | 479 | — | $34.64万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $34.00万 | 0.16% | 1,560 | -10 | -0.6% | -$2,180 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $32.15万 | 0.16% | 6,849 | 314 | 4.8% | $1.47万 | 加仓 |
| NOW | SERVICENOW INC | $30.59万 | 0.15% | 3,081 | 528 | 20.7% | $5.24万 | 加仓 |
| TLH | ISHARES TR | $29.50万 | 0.14% | 2,940 | -381 | -11.5% | -$3.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.08万 | 0.14% | 609 | -2 | -0.3% | -$955 | 减仓 |
| — | EXXON MOBIL CORP | $28.16万 | 0.14% | 2,059 | -557 | -21.3% | -$7.62万 | 减仓 |
| IAU | ISHARES GOLD TR | $27.92万 | 0.13% | 3,698 | 55 | 1.5% | $4,153 | 加仓 |
| C | CITIGROUP INC | $26.98万 | 0.13% | 1,927 | 8 | 0.4% | $1,120 | 加仓 |
| DVY | ISHARES TR | $26.94万 | 0.13% | 1,723 | 12 | 0.7% | $1,876 | 加仓 |
| PFE | PFIZER INC | $26.71万 | 0.13% | 11,093 | 203 | 1.9% | $4,888 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.47万 | 0.12% | 1,933 | 16 | 0.8% | $2,025 | 加仓 |
| GEV | GE VERNOVA INC | $23.62万 | 0.11% | 201 | 201 | — | $23.62万 | 新建仓 |
| MS | MORGAN STANLEY | $22.64万 | 0.11% | 1,083 | -54 | -4.7% | -$1.13万 | 重新持有 |