Semus Wealth Partners LLC
Boca Raton FL · SEC CIK 0001964775
$1.79亿2026Q1 申报市值
111持仓数
47.3%前十大占比 · 第一大 19.4%
8 / 8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
MSFT 加仓+$157.02万
FFEB 新建仓+$137.71万
EFG 新建仓+$66.67万
TSLA 加仓+$60.82万
MELI 加仓+$51.87万
2026Q1 卖出最多 按季末市值估算
FJUL 清仓-$129.65万
OEF 清仓-$110.50万
ASML 减仓-$39.49万
BWXT 清仓-$34.10万
ITA 清仓-$31.45万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $212.83万 | 1.19% | 22,135 | 2,068 | 10.3% | $19.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $240.12万 | 1.34% | 4,160 | 29 | 0.7% | $1.67万 | 加仓 |
| META | META PLATFORMS INC | $258.83万 | 1.45% | 4,524 | 797 | 21.4% | $45.60万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $265.56万 | 1.48% | 86,194 | 2,289 | 2.7% | $7.05万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $376.40万 | 2.10% | 147,317 | 2,896 | 2.0% | $7.40万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $416.64万 | 2.33% | 80,459 | -2,161 | -2.6% | -$11.19万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $419.03万 | 2.34% | 73,930 | 1,637 | 2.3% | $9.28万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $421.28万 | 2.35% | 84,188 | 2,465 | 3.0% | $12.33万 | 加仓 |
| LLY | ELI LILLY & CO | $428.11万 | 2.39% | 4,655 | 229 | 5.2% | $21.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $432.17万 | 2.41% | 6,645 | 13 | 0.2% | $8,455 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $438.84万 | 2.45% | 88,673 | 2,619 | 3.0% | $12.96万 | 加仓 |
| AMZN | AMAZON COM INC | $444.18万 | 2.48% | 21,327 | 332 | 1.6% | $6.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $446.69万 | 2.50% | 80,456 | 1,989 | 2.5% | $11.04万 | 加仓 |
| TSLA | TESLA INC | $515.69万 | 2.88% | 13,872 | 1,636 | 13.4% | $60.82万 | 加仓 |
| GOOG | ALPHABET INC | $532.71万 | 2.98% | 18,570 | -128 | -0.7% | -$3.67万 | 减仓 |
| IVV | ISHARES TR | $564.62万 | 3.15% | 8,644 | 638 | 8.0% | $41.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $626.46万 | 3.50% | 16,924 | 4,242 | 33.4% | $157.02万 | 加仓 |
| GOOGL | ALPHABET INC | $680.99万 | 3.80% | 23,682 | 1,221 | 5.4% | $35.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $747.54万 | 4.18% | 42,863 | -1,062 | -2.4% | -$18.52万 | 减仓 |
| AAPL | APPLE INC | $3,473.84万 | 19.41% | 136,878 | -1,151 | -0.8% | -$29.21万 | 减仓 |