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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $22.24万 | 0.11% | 4,362 | 28 | 0.6% | $1,428 | 加仓 |
| DIS | DISNEY WALT CO | $22.06万 | 0.11% | 2,292 | 93 | 4.2% | $8,953 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.51万 | 0.10% | 636 | 636 | — | $21.51万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $21.29万 | 0.10% | 5,227 | -550 | -9.5% | -$2.24万 | 减仓 |
| PEP | PEPSICO INC | $21.19万 | 0.10% | 1,565 | -216 | -12.1% | -$2.92万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $21.09万 | 0.10% | 2,602 | 2,602 | — | $21.09万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $20.68万 | 0.10% | 7,373 | 7,373 | — | $20.68万 | 新建仓 |
| F | FORD MTR CO | $16.85万 | 0.08% | 12,120 | 1,075 | 9.7% | $1.49万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $15.34万 | 0.07% | 12,250 | -2,219 | -15.3% | -$2.78万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $11.16万 | 0.05% | 13,497 | -3,089 | -18.6% | -$2.55万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $10.66万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -80,459 | -100.0% | -$416.64万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,632 | -100.0% | -$69.67万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,531 | -100.0% | -$24.73万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -911 | -100.0% | -$22.09万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.15万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -428 | -100.0% | -$21.02万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -450 | -100.0% | -$20.74万 | 清仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | -11,221 | -100.0% | -$12.05万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD | $0 | 0.00% | 0 | -10,149 | -100.0% | -$8.12万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.08万 | 清仓 |