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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $244.07万 | 1.18% | 6,461 | 91 | 1.4% | $3.44万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $250.47万 | 1.21% | 36,828 | 2,016 | 5.8% | $13.71万 | 加仓 |
| META | META PLATFORMS INC | $282.66万 | 1.37% | 5,018 | 494 | 10.9% | $27.83万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $312.57万 | 1.51% | 92,395 | 6,201 | 7.2% | $20.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $331.91万 | 1.60% | 4,507 | 347 | 8.3% | $25.55万 | 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 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $449.88万 | 2.17% | 153,022 | 5,705 | 3.9% | $16.77万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $465.56万 | 2.25% | 82,839 | 82,839 | — | $465.56万 | 新建仓 |
| AMZN | AMAZON COM INC | $488.84万 | 2.36% | 20,510 | -817 | -3.8% | -$19.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $491.34万 | 2.37% | 6,580 | -65 | -1.0% | -$4.85万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $502.53万 | 2.43% | 90,432 | 6,244 | 7.4% | $34.70万 | 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 |
| GPIQ | GOLDMAN SACHS ETF TR | $569.38万 | 2.75% | 96,001 | 7,328 | 8.3% | $43.46万 | 加仓 |
| TSLA | TESLA INC | $580.43万 | 2.81% | 13,800 | -72 | -0.5% | -$3.03万 | 减仓 |
| LLY | ELI LILLY & CO | $618.35万 | 2.99% | 5,155 | 500 | 10.7% | $59.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $621.68万 | 3.00% | 16,666 | -258 | -1.5% | -$9.62万 | 减仓 |
| GOOG | ALPHABET INC | $661.32万 | 3.20% | 18,717 | 147 | 0.8% | $5.19万 | 加仓 |
| IVV | ISHARES TR | $830.30万 | 4.01% | 11,087 | 2,443 | 28.3% | $182.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $844.86万 | 4.08% | 42,224 | -639 | -1.5% | -$12.79万 | 减仓 |
| GOOGL | ALPHABET INC | $852.56万 | 4.12% | 23,857 | 175 | 0.7% | $6.25万 | 加仓 |
| AAPL | APPLE INC | $3,913.75万 | 18.92% | 135,255 | -1,623 | -1.2% | -$46.96万 | 减仓 |