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 |
|---|---|---|---|---|---|---|---|---|
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.15万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.02万 | 0.12% | 428 | 6 | 1.4% | $2,947 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.74万 | 0.12% | 450 | -26 | -5.5% | -$1.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.65万 | 0.12% | 611 | 611 | — | $20.65万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $18.12万 | 0.10% | 14,469 | 228 | 1.6% | $2,855 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $13.55万 | 0.08% | 16,586 | 158 | 1.0% | $1,291 | 加仓 |
| UEC | URANIUM ENERGY CORP | $13.50万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $12.75万 | 0.07% | 11,045 | 1,021 | 10.2% | $1.18万 | 重新持有 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $12.05万 | 0.07% | 11,221 | -7 | -0.1% | -$75 | 减仓 |
| — | PIMCO INCOME STRATEGY FD | $8.12万 | 0.05% | 10,149 | -41 | -0.4% | -$328 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.01% | 100 | 100 | — | $2.08万 | 新建仓 |
| 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 |