WATERSHED PRIVATE WEALTH LLC
Oak Brook IL · SEC CIK 0001965271
$3.21亿2026Q1 申报市值
111持仓数
52.1%前十大占比 · 第一大 15.5%
11 / 11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
LMUB 新建仓+$634.19万
EFG 加仓+$606.23万
IVV 加仓+$570.45万
GOVT 新建仓+$433.16万
EFV 加仓+$133.29万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$887.95万
VTV 减仓-$223.53万
TLH 减仓-$195.24万
HIMU 清仓-$170.92万
AGG 减仓-$151.22万
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 |
|---|---|---|---|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -35,110 | -100.0% | -$170.92万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,685 | -100.0% | -$71.13万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,942 | -100.0% | -$61.14万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -4,179 | -100.0% | -$53.27万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -593 | -100.0% | -$34.44万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -2,018 | -100.0% | -$30.75万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,815 | -100.0% | -$27.80万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -744 | -100.0% | -$26.15万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,639 | -100.0% | -$25.51万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -2,450 | -100.0% | -$25.50万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -4,889 | -100.0% | -$20.22万 | 清仓 |
| CRWV | COREWEAVE INC | $20.92万 | 0.07% | 2,700 | 2,700 | — | $20.92万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $21.76万 | 0.07% | 3,025 | 3,025 | — | $21.76万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.22万 | 0.07% | 2,864 | -362 | -11.2% | -$2.81万 | 减仓 |
| AA | ALCOA CORP | $22.29万 | 0.07% | 3,360 | 3,360 | — | $22.29万 | 新建仓 |
| IEV | ISHARES TR | $22.76万 | 0.07% | 3,350 | -67 | -2.0% | -$4,552 | 减仓 |
| ETN | EATON CORP PLC | $23.18万 | 0.07% | 648 | -153 | -19.1% | -$5.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $24.01万 | 0.07% | 1,592 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.94万 | 0.08% | 3,133 | -25 | -0.8% | -$1,990 | 减仓 |
| ORCL | ORACLE CORP | $25.55万 | 0.08% | 1,737 | 1,737 | — | $25.55万 | 新建仓 |
| ASML | ASML HLDG NV | $26.42万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.09万 | 0.08% | 694 | 694 | — | $27.09万 | 新建仓 |
| TLT | ISHARES TR | $28.23万 | 0.09% | 3,257 | -376 | -10.3% | -$3.26万 | 减仓 |
| SYSB | ISHARES TR | $28.89万 | 0.09% | 3,246 | 3,246 | — | $28.89万 | 新建仓 |
| IWD | ISHARES TR | $30.19万 | 0.09% | 1,413 | -9 | -0.6% | -$1,923 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $30.32万 | 0.09% | 1,210 | 1,210 | — | $30.32万 | 新建仓 |
| EFA | ISHARES TR | $31.13万 | 0.10% | 3,205 | -17 | -0.5% | -$1,651 | 减仓 |
| RTX | RTX CORPORATION | $32.99万 | 0.10% | 1,710 | -3 | -0.2% | -$579 | 减仓 |
| IDEV | ISHARES TR | $35.94万 | 0.11% | 4,300 | -15 | -0.3% | -$1,254 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.38万 | 0.11% | 5,938 | -3,182 | -34.9% | -$19.49万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $36.65万 | 0.11% | 2,099 | 945 | 81.9% | $16.50万 | 加仓 |
| MCD | MCDONALDS CORP | $36.70万 | 0.11% | 1,181 | -58 | -4.7% | -$1.80万 | 减仓 |
| IJR | ISHARES TR | $37.56万 | 0.12% | 3,021 | 89 | 3.0% | $1.11万 | 加仓 |
| ABBV | ABBVIE INC | $37.71万 | 0.12% | 1,734 | -118 | -6.4% | -$2.57万 | 减仓 |
| HD | HOME DEPOT INC | $38.02万 | 0.12% | 1,156 | -92 | -7.4% | -$3.03万 | 减仓 |
| NVS | NOVARTIS AG | $38.33万 | 0.12% | 2,509 | -156 | -5.9% | -$2.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.37万 | 0.12% | 788 | -131 | -14.3% | -$6.55万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $40.15万 | 0.13% | 4,323 | -155 | -3.5% | -$1.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.65万 | 0.13% | 1,663 | -128 | -7.1% | -$3.13万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.01万 | 0.13% | 1,008 | -11 | -1.1% | -$4,584 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.11万 | 0.13% | 699 | -3 | -0.4% | -$1,850 | 减仓 |
| DGS | WISDOMTREE TR | $50.22万 | 0.16% | 8,356 | -1,336 | -13.8% | -$8.03万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $50.37万 | 0.16% | 23,440 | -638 | -2.6% | -$1.37万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $53.35万 | 0.17% | 4,345 | 980 | 29.1% | $12.03万 | 加仓 |
| — | ISHARES ETHEREUM TR | $53.70万 | 0.17% | 33,921 | 5,514 | 19.4% | $8.73万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $54.14万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $55.12万 | 0.17% | 7,844 | -79 | -1.0% | -$5,551 | 减仓 |
| IXUS | ISHARES TR | $55.17万 | 0.17% | 6,368 | -99 | -1.5% | -$8,577 | 减仓 |
| NFLX | NETFLIX INC. | $57.59万 | 0.18% | 5,990 | 5,990 | — | $57.59万 | 新建仓 |
| LMND | LEMONADE INC | $57.73万 | 0.18% | 9,210 | 900 | 10.8% | $5.64万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $59.50万 | 0.19% | 19,217 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $59.65万 | 0.19% | 1,662 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.97万 | 0.19% | 1,804 | 385 | 27.1% | $13.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $63.15万 | 0.20% | 8,878 | -129 | -1.4% | -$9,176 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.07万 | 0.20% | 4,448 | -5,288 | -54.3% | -$77.35万 | 减仓 |
| HYDB | ISHARES TR | $65.25万 | 0.20% | 14,026 | 4,012 | 40.1% | $18.66万 | 加仓 |
| EMXC | ISHARES INC | $67.10万 | 0.21% | 8,530 | -820 | -8.8% | -$6.45万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $73.61万 | 0.23% | 15,692 | -7,088 | -31.1% | -$33.25万 | 减仓 |
| WMT | WALMART INC | $74.44万 | 0.23% | 5,990 | -49 | -0.8% | -$6,090 | 减仓 |
| IVE | ISHARES TR | $79.05万 | 0.25% | 3,744 | -151 | -3.9% | -$3.19万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $81.00万 | 0.25% | 13,678 | -336 | -2.4% | -$1.99万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $81.46万 | 0.25% | 31,769 | -149 | -0.5% | -$3,820 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $81.63万 | 0.25% | 28,024 | -283 | -1.0% | -$8,244 | 减仓 |
| VOO | VANGUARD INDEX FDS | $85.65万 | 0.27% | 1,433 | 1,433 | — | $85.65万 | 新建仓 |
| ITOT | ISHARES TR | $86.87万 | 0.27% | 6,099 | -82 | -1.3% | -$1.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $92.22万 | 0.29% | 27,988 | -176 | -0.6% | -$5,799 | 减仓 |
| GOOGL | ALPHABET INC | $94.08万 | 0.29% | 3,272 | -204 | -5.9% | -$5.87万 | 减仓 |
| IVW | ISHARES TR | $94.46万 | 0.29% | 8,351 | -159 | -1.9% | -$1.80万 | 减仓 |
| IXC | ISHARES TR | $97.56万 | 0.30% | 16,934 | -5,202 | -23.5% | -$29.97万 | 减仓 |
| AVGO | BROADCOM INC | $99.60万 | 0.31% | 3,218 | -16 | -0.5% | -$4,952 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.84万 | 0.31% | 3,428 | -388 | -10.2% | -$11.41万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.59万 | 0.32% | 26,702 | 145 | 0.5% | $5,571 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $120.20万 | 0.37% | 48,565 | -122 | -0.3% | -$3,020 | 减仓 |
| LRCX | LAM RESEARCH CORP | $120.42万 | 0.38% | 5,636 | -308 | -5.2% | -$6.58万 | 减仓 |
| IEFA | ISHARES TR | $121.90万 | 0.38% | 13,465 | -545 | -3.9% | -$4.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $122.16万 | 0.38% | 1,226 | -76 | -5.8% | -$7.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.54万 | 0.39% | 2,578 | -785 | -23.3% | -$37.62万 | 减仓 |
| IEMG | ISHARES INC | $129.75万 | 0.40% | 18,603 | 593 | 3.3% | $4.14万 | 加仓 |
| IJH | ISHARES TR | $134.54万 | 0.42% | 19,923 | 474 | 2.4% | $3.20万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $135.88万 | 0.42% | 25,744 | -156 | -0.6% | -$8,234 | 减仓 |
| SPYM | SPDR SERIES TRUST | $142.55万 | 0.44% | 18,624 | -596 | -3.1% | -$4.56万 | 减仓 |
| V | VISA INC | $146.65万 | 0.46% | 4,852 | -382 | -7.3% | -$11.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $153.10万 | 0.48% | 5,331 | -1,247 | -19.0% | -$35.81万 | 减仓 |
| SHOP | SHOPIFY INC | $155.75万 | 0.49% | 13,130 | -583 | -4.3% | -$6.92万 | 减仓 |
| IWF | ISHARES TR | $155.76万 | 0.49% | 3,653 | -38 | -1.0% | -$1.62万 | 减仓 |
| DASH | DOORDASH INC | $211.40万 | 0.66% | 14,079 | -16 | -0.1% | -$2,402 | 减仓 |
| MBB | ISHARES TR | $213.33万 | 0.67% | 22,468 | 6,826 | 43.6% | $64.81万 | 加仓 |
| OEF | ISHARES TR | $216.00万 | 0.67% | 6,791 | -27,917 | -80.4% | -$887.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $216.99万 | 0.68% | 5,862 | -1,701 | -22.5% | -$62.97万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $234.62万 | 0.73% | 45,179 | 2,953 | 7.0% | $15.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $244.56万 | 0.76% | 7,623 | -49 | -0.6% | -$1.57万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $245.73万 | 0.77% | 53,830 | -4,016 | -6.9% | -$18.33万 | 减仓 |
| TSLA | TESLA INC | $261.61万 | 0.82% | 7,037 | -30 | -0.4% | -$1.12万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $282.09万 | 0.88% | 69,123 | -1,464 | -2.1% | -$5.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $293.96万 | 0.92% | 45,874 | -340 | -0.7% | -$2.18万 | 减仓 |
| AMZN | AMAZON COM INC | $335.06万 | 1.04% | 16,088 | -358 | -2.2% | -$7.46万 | 减仓 |