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 |
|---|---|---|---|---|---|---|---|---|
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -23,186 | -100.0% | -$129.65万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -3,222 | -100.0% | -$110.50万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$34.10万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,465 | -100.0% | -$31.45万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,836 | -100.0% | -$23.41万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -554 | -100.0% | -$23.38万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,011 | -100.0% | -$21.95万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,249 | -100.0% | -$20.15万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.01% | 100 | 100 | — | $2.08万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD | $8.12万 | 0.05% | 10,149 | -41 | -0.4% | -$328 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $12.05万 | 0.07% | 11,221 | -7 | -0.1% | -$75 | 减仓 |
| F | FORD MTR CO | $12.75万 | 0.07% | 11,045 | 1,021 | 10.2% | $1.18万 | 重新持有 |
| UEC | URANIUM ENERGY CORP | $13.50万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $13.55万 | 0.08% | 16,586 | 158 | 1.0% | $1,291 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $18.12万 | 0.10% | 14,469 | 228 | 1.6% | $2,855 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.65万 | 0.12% | 611 | 611 | — | $20.65万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.74万 | 0.12% | 450 | -26 | -5.5% | -$1.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.02万 | 0.12% | 428 | 6 | 1.4% | $2,947 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.15万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.20万 | 0.12% | 2,199 | -40 | -1.8% | -$3,856 | 减仓 |
| C | CITIGROUP INC | $21.76万 | 0.12% | 1,919 | -124 | -6.1% | -$1.41万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $21.98万 | 0.12% | 4,087 | 98 | 2.5% | $5,269 | 加仓 |
| UNP | UNION PAC CORP | $22.09万 | 0.12% | 911 | 911 | — | $22.09万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.09万 | 0.12% | 4,334 | 27 | 0.6% | $1,376 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $22.69万 | 0.13% | 5,777 | -173 | -2.9% | -$6,795 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.45万 | 0.14% | 1,009 | 252 | 33.3% | $6.11万 | 加仓 |
| T | AT&T INC | $24.73万 | 0.14% | 8,531 | -10 | -0.1% | -$290 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.11万 | 0.14% | 1,917 | 14 | 0.7% | $1,834 | 加仓 |
| DVY | ISHARES TR | $25.90万 | 0.14% | 1,711 | 12 | 0.7% | $1,817 | 加仓 |
| NOW | SERVICENOW INC | $26.69万 | 0.15% | 2,553 | -27 | -1.0% | -$2,823 | 减仓 |
| PEP | PEPSICO INC | $27.66万 | 0.15% | 1,781 | 3 | 0.2% | $466 | 加仓 |
| CAT | CATERPILLAR INC | $29.25万 | 0.16% | 413 | -42 | -9.2% | -$2.97万 | 减仓 |
| GLD | SPDR GOLD TR | $30.51万 | 0.17% | 709 | 21 | 3.1% | $9,036 | 加仓 |
| PFE | PFIZER INC | $30.58万 | 0.17% | 10,890 | -106 | -1.0% | -$2,976 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $30.77万 | 0.17% | 6,535 | 642 | 10.9% | $3.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $30.80万 | 0.17% | 1,570 | -8 | -0.5% | -$1,570 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.41万 | 0.18% | 526 | 2 | 0.4% | $1,194 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $31.99万 | 0.18% | 36,941 | 774 | 2.1% | $6,703 | 加仓 |
| IAU | ISHARES GOLD TR | $32.12万 | 0.18% | 3,643 | -1,813 | -33.2% | -$15.98万 | 减仓 |
| TLH | ISHARES TR | $33.45万 | 0.19% | 3,321 | 392 | 13.4% | $3.95万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $33.71万 | 0.19% | 8,388 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.62万 | 0.20% | 1,255 | 99 | 8.6% | $2.81万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $35.89万 | 0.20% | 3,819 | -93 | -2.4% | -$8,740 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.75万 | 0.21% | 1,088 | -399 | -26.8% | -$13.48万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $37.02万 | 0.21% | 4,888 | -100 | -2.0% | -$7,574 | 减仓 |
| SMH | VANECK ETF TRUST | $37.91万 | 0.21% | 989 | -30 | -2.9% | -$1.15万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $38.62万 | 0.22% | 7,603 | 54 | 0.7% | $2,743 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.67万 | 0.22% | 569 | 1 | 0.2% | $697 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $41.08万 | 0.23% | 8,434 | 62 | 0.7% | $3,020 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $42.68万 | 0.24% | 10,394 | 10,394 | — | $42.68万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.55万 | 0.24% | 2,977 | 2,977 | — | $43.55万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.85万 | 0.25% | 440 | 1 | 0.2% | $997 | 加仓 |
| — | EXXON MOBIL CORP | $44.39万 | 0.25% | 2,616 | -367 | -12.3% | -$6.23万 | 减仓 |
| ASML | ASML HLDG NV | $44.91万 | 0.25% | 340 | -299 | -46.8% | -$39.49万 | 减仓 |
| CSCO | CISCO SYS INC | $44.93万 | 0.25% | 5,790 | 25 | 0.4% | $1,940 | 加仓 |
| CRM | SALESFORCE INC | $45.77万 | 0.26% | 2,452 | 310 | 14.5% | $5.79万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $47.72万 | 0.27% | 14,584 | 14,584 | — | $47.72万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $50.37万 | 0.28% | 3,142 | 390 | 14.2% | $6.25万 | 加仓 |
| AMGN | AMGEN INC | $51.29万 | 0.29% | 1,458 | 9 | 0.6% | $3,166 | 加仓 |
| KO | COCA COLA CO | $53.94万 | 0.30% | 7,092 | -53 | -0.7% | -$4,031 | 减仓 |
| ABBV | ABBVIE INC | $54.44万 | 0.30% | 2,503 | 3 | 0.1% | $652 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.17万 | 0.31% | 3,725 | 15 | 0.4% | $2,221 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.06万 | 0.31% | 6,036 | 90 | 1.5% | $8,359 | 加仓 |
| MTUM | ISHARES TR | $56.28万 | 0.31% | 2,345 | 185 | 8.6% | $4.44万 | 加仓 |
| BAC | BANK AMERICA CORP | $56.49万 | 0.32% | 11,589 | -547 | -4.5% | -$2.67万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $58.97万 | 0.33% | 16,281 | 759 | 4.9% | $2.75万 | 加仓 |
| IUSB | ISHARES TR | $59.41万 | 0.33% | 12,863 | 4 | 0.0% | $185 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $61.32万 | 0.34% | 18,609 | 662 | 3.7% | $2.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $64.31万 | 0.36% | 4,452 | 23 | 0.5% | $3,322 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $65.64万 | 0.37% | 5,601 | 173 | 3.2% | $2.03万 | 加仓 |
| EFG | ISHARES TR | $66.67万 | 0.37% | 5,987 | 5,987 | — | $66.67万 | 新建仓 |
| QUAL | ISHARES TR | $69.67万 | 0.39% | 3,632 | -172 | -4.5% | -$3.30万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $75.94万 | 0.42% | 1,256 | -197 | -13.6% | -$11.91万 | 减仓 |
| MRK | MERCK & CO INC | $78.26万 | 0.44% | 6,506 | -4 | -0.1% | -$481 | 减仓 |
| VUG | VANGUARD INDEX FDS | $79.49万 | 0.44% | 1,820 | 4 | 0.2% | $1,747 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $85.03万 | 0.48% | 3,142 | 28 | 0.9% | $7,577 | 加仓 |
| MCD | MCDONALDS CORP | $88.56万 | 0.49% | 2,849 | 9 | 0.3% | $2,798 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.92万 | 0.52% | 1,939 | 50 | 2.6% | $2.40万 | 加仓 |
| V | VISA INC | $101.83万 | 0.57% | 3,369 | 30 | 0.9% | $9,068 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $109.55万 | 0.61% | 3,724 | 95 | 2.6% | $2.79万 | 加仓 |
| EFV | ISHARES TR | $112.37万 | 0.63% | 15,114 | -549 | -3.5% | -$4.08万 | 减仓 |
| URI | UNITED RENTALS INC | $119.91万 | 0.67% | 1,646 | 603 | 57.8% | $43.93万 | 加仓 |
| ORCL | ORACLE CORP | $120.47万 | 0.67% | 8,189 | 1,707 | 26.3% | $25.11万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $121.97万 | 0.68% | 19,084 | 18 | 0.1% | $1,150 | 加仓 |
| IEMG | ISHARES INC | $122.77万 | 0.69% | 17,602 | -2,557 | -12.7% | -$17.84万 | 减仓 |
| WMT | WALMART INC | $129.49万 | 0.72% | 10,419 | -80 | -0.8% | -$9,943 | 减仓 |
| IVW | ISHARES TR | $136.72万 | 0.76% | 12,087 | 498 | 4.3% | $5.63万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $137.71万 | 0.77% | 24,657 | 24,657 | — | $137.71万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $143.21万 | 0.80% | 31,932 | 278 | 0.9% | $1.25万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $150.43万 | 0.84% | 32,611 | -233 | -0.7% | -$1.07万 | 减仓 |
| IVE | ISHARES TR | $156.00万 | 0.87% | 7,388 | -451 | -5.8% | -$9.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $157.44万 | 0.88% | 51,317 | 347 | 0.7% | $1.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $166.91万 | 0.93% | 3,340 | -27 | -0.8% | -$1.35万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $176.33万 | 0.99% | 2,084 | -82 | -3.8% | -$6.94万 | 减仓 |
| MELI | MERCADOLIBRE INC | $181.37万 | 1.01% | 1,049 | 300 | 40.1% | $51.87万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $196.78万 | 1.10% | 23,282 | -356 | -1.5% | -$3.01万 | 减仓 |
| AVGO | BROADCOM INC | $197.15万 | 1.10% | 6,370 | 380 | 6.3% | $11.76万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $202.54万 | 1.13% | 34,812 | -3,157 | -8.3% | -$18.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $210.09万 | 1.17% | 8,595 | 1 | 0.0% | $244 | 加仓 |