WATERSHED PRIVATE WEALTH LLC
Oak Brook IL · SEC CIK 0001965271
$3.55亿2026Q2 申报市值
120持仓数
55.2%前十大占比 · 第一大 19.1%
10 / 5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
IVV 加仓+$1,109.64万
AGG 加仓+$378.93万
DYNF 加仓+$286.18万
EFG 加仓+$195.31万
NVDA 加仓+$156.13万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$668.58万
EFV 减仓-$513.27万
VTV 减仓-$374.69万
SPMO 减仓-$283.97万
VWO 减仓-$207.57万
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -4,323 | -100.0% | -$40.15万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -694 | -100.0% | -$27.09万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,592 | -100.0% | -$24.01万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,360 | -100.0% | -$22.29万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -2,864 | -100.0% | -$22.22万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $21.83万 | 0.06% | 3,025 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.37万 | 0.07% | 455 | -333 | -42.3% | -$17.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.02万 | 0.07% | 578 | -160 | -21.7% | -$6.65万 | 重新持有 |
| IEV | ISHARES TR | $24.08万 | 0.07% | 3,306 | -44 | -1.3% | -$3,205 | 减仓 |
| MCD | MCDONALDS CORP | $24.79万 | 0.07% | 917 | -264 | -22.4% | -$7.14万 | 减仓 |
| LLY | ELI LILLY & CO | $25.07万 | 0.07% | 209 | -139 | -39.9% | -$16.67万 | 重新持有 |
| WFC | WELLS FARGO & CO | $25.89万 | 0.07% | 3,133 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.59万 | 0.07% | 1,047 | -616 | -37.0% | -$15.64万 | 减仓 |
| HD | HOME DEPOT INC | $26.77万 | 0.08% | 759 | -397 | -34.3% | -$14.00万 | 减仓 |
| MS | MORGAN STANLEY | $26.95万 | 0.08% | 1,289 | 76 | 6.3% | $1.59万 | 重新持有 |
| ETN | EATON CORP PLC | $27.61万 | 0.08% | 648 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.99万 | 0.08% | 1,475 | -235 | -13.7% | -$4.46万 | 减仓 |
| TLT | ISHARES TR | $28.15万 | 0.08% | 3,257 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $28.43万 | 0.08% | 1,423 | 1,423 | — | $28.43万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.22万 | 0.08% | 503 | 503 | — | $29.22万 | 新建仓 |
| SYSB | ISHARES TR | $31.40万 | 0.09% | 3,539 | 293 | 9.0% | $2.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.54万 | 0.09% | 5,938 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $31.85万 | 0.09% | 3,200 | 500 | 18.5% | $4.98万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.51万 | 0.09% | 1,073 | 1,073 | — | $32.51万 | 新建仓 |
| EFA | ISHARES TR | $33.29万 | 0.09% | 3,205 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $34.16万 | 0.10% | 859 | 859 | — | $34.16万 | 新建仓 |
| IWD | ISHARES TR | $34.26万 | 0.10% | 1,413 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $34.87万 | 0.10% | 26,197 | 26,197 | — | $34.87万 | 新建仓 |
| INTC | INTEL CORP | $35.22万 | 0.10% | 2,522 | 2,522 | — | $35.22万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $36.53万 | 0.10% | 2,499 | 400 | 19.1% | $5.85万 | 加仓 |
| IDEV | ISHARES TR | $38.27万 | 0.11% | 4,300 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $39.32万 | 0.11% | 2,509 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $39.79万 | 0.11% | 200 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $40.07万 | 0.11% | 1,175 | -510 | -30.3% | -$17.39万 | 重新持有 |
| ABNB | AIRBNB INC | $40.41万 | 0.11% | 2,824 | 2,824 | — | $40.41万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $40.51万 | 0.11% | 1,210 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $43.63万 | 0.12% | 1,734 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $44.81万 | 0.13% | 3,021 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $46.88万 | 0.13% | 734 | 734 | — | $46.88万 | 新建仓 |
| GOOGL | ALPHABET INC | $47.12万 | 0.13% | 1,319 | -1,953 | -59.7% | -$69.77万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.16万 | 0.14% | 699 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $49.51万 | 0.14% | 1,008 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.64万 | 0.14% | 4,255 | -193 | -4.3% | -$2.25万 | 减仓 |
| WMT | WALMART INC | $53.89万 | 0.15% | 4,758 | -1,232 | -20.6% | -$13.95万 | 减仓 |
| DGS | WISDOMTREE TR | $54.07万 | 0.15% | 8,356 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $55.51万 | 0.16% | 23,440 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $56.48万 | 0.16% | 7,910 | 1,920 | 32.1% | $13.71万 | 加仓 |
| IEUR | ISHARES TR | $58.96万 | 0.17% | 7,844 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $59.07万 | 0.17% | 20,072 | -11,697 | -36.8% | -$34.42万 | 减仓 |
| LMND | LEMONADE INC | $59.91万 | 0.17% | 9,210 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $61.38万 | 0.17% | 7,454 | -1,424 | -16.0% | -$11.73万 | 减仓 |
| AVGO | BROADCOM INC | $62.71万 | 0.18% | 1,660 | -1,558 | -48.4% | -$58.85万 | 减仓 |
| — | ISHARES ETHEREUM TR | $62.77万 | 0.18% | 52,796 | 18,875 | 55.6% | $22.44万 | 加仓 |
| IVE | ISHARES TR | $64.16万 | 0.18% | 2,826 | -918 | -24.5% | -$20.84万 | 减仓 |
| HYDB | ISHARES TR | $65.37万 | 0.18% | 13,976 | -50 | -0.4% | -$2,339 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $65.73万 | 0.19% | 2,380 | 2,380 | — | $65.73万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $65.74万 | 0.19% | 12,696 | -2,996 | -19.1% | -$15.51万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $66.24万 | 0.19% | 17,967 | -1,250 | -6.5% | -$4.61万 | 减仓 |
| ORCL | ORACLE CORP | $66.78万 | 0.19% | 4,557 | 2,820 | 162.3% | $41.33万 | 加仓 |
| IXUS | ISHARES TR | $68.31万 | 0.19% | 7,157 | 789 | 12.4% | $7.53万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $70.68万 | 0.20% | 4,000 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $70.79万 | 0.20% | 6,920 | -1,610 | -18.9% | -$16.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $73.64万 | 0.21% | 4,335 | -10 | -0.2% | -$1,699 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $75.35万 | 0.21% | 2,302 | -1,126 | -32.8% | -$36.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.74万 | 0.21% | 1,586 | -218 | -12.1% | -$10.41万 | 减仓 |
| IXC | ISHARES TR | $77.74万 | 0.22% | 15,823 | -1,111 | -6.6% | -$5.46万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $82.28万 | 0.23% | 1,662 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $85.02万 | 0.24% | 1,962 | -3,674 | -65.2% | -$159.21万 | 减仓 |
| ITOT | ISHARES TR | $88.75万 | 0.25% | 5,403 | -696 | -11.4% | -$11.43万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $92.02万 | 0.26% | 13,620 | -58 | -0.4% | -$3,919 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $93.55万 | 0.26% | 28,102 | 1,400 | 5.2% | $4.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $94.83万 | 0.27% | 28,024 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $96.30万 | 0.27% | 26,557 | -1,431 | -5.1% | -$5.19万 | 减仓 |
| IVW | ISHARES TR | $96.30万 | 0.27% | 7,002 | -1,349 | -16.2% | -$18.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $98.76万 | 0.28% | 1,438 | 5 | 0.3% | $3,434 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $102.96万 | 0.29% | 892 | 892 | — | $102.96万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $105.38万 | 0.30% | 2,106 | -472 | -18.3% | -$23.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.33万 | 0.33% | 1,265 | 39 | 3.2% | $3.65万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.58万 | 0.37% | 47,863 | -702 | -1.4% | -$1.94万 | 减仓 |
| IEFA | ISHARES TR | $133.22万 | 0.38% | 13,794 | 329 | 2.4% | $3.18万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $135.46万 | 0.38% | 25,076 | -668 | -2.6% | -$3.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $143.65万 | 0.40% | 3,851 | -2,011 | -34.3% | -$75.01万 | 减仓 |
| SHOP | SHOPIFY INC | $149.92万 | 0.42% | 13,130 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $153.24万 | 0.43% | 19,873 | -50 | -0.3% | -$3,855 | 减仓 |
| SPYM | SPDR SERIES TRUST | $155.53万 | 0.44% | 17,698 | -926 | -5.0% | -$8.14万 | 减仓 |
| IEMG | ISHARES INC | $156.74万 | 0.44% | 18,921 | 318 | 1.7% | $2.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $161.95万 | 0.46% | 20,100 | -1,224 | -5.7% | -$9.86万 | 减仓 |
| V | VISA INC | $166.47万 | 0.47% | 4,852 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $178.20万 | 0.50% | 9,657 | -4,422 | -31.4% | -$81.60万 | 减仓 |
| IWF | ISHARES TR | $180.01万 | 0.51% | 14,497 | -115 | -0.8% | -$1.43万 | 减仓 |
| MBB | ISHARES TR | $217.59万 | 0.61% | 23,020 | 552 | 2.5% | $5.22万 | 加仓 |
| OEF | ISHARES TR | $224.79万 | 0.63% | 6,144 | -647 | -9.5% | -$23.67万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $248.47万 | 0.70% | 47,473 | 2,294 | 5.1% | $12.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $260.66万 | 0.73% | 36,584 | -9,290 | -20.3% | -$66.19万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $271.25万 | 0.76% | 53,830 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $284.58万 | 0.80% | 7,691 | 68 | 0.9% | $2.52万 | 加仓 |
| QUAL | ISHARES TR | $295.45万 | 0.83% | 13,464 | -30,468 | -69.4% | -$668.58万 | 减仓 |
| TSLA | TESLA INC | $295.98万 | 0.83% | 7,037 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $323.75万 | 0.91% | 11,188 | -4,576 | -29.0% | -$132.42万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $337.01万 | 0.95% | 63,731 | -5,392 | -7.8% | -$28.51万 | 减仓 |