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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $27.09万 | 0.08% | 694 | 694 | — | $27.09万 | 新建仓 |
| ASML | ASML HLDG NV | $26.42万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.55万 | 0.08% | 1,737 | 1,737 | — | $25.55万 | 新建仓 |
| WFC | WELLS FARGO & CO | $24.94万 | 0.08% | 3,133 | -25 | -0.8% | -$1,990 | 减仓 |
| SNOW | SNOWFLAKE INC | $24.01万 | 0.07% | 1,592 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $23.18万 | 0.07% | 648 | -153 | -19.1% | -$5.47万 | 减仓 |
| IEV | ISHARES TR | $22.76万 | 0.07% | 3,350 | -67 | -2.0% | -$4,552 | 减仓 |
| AA | ALCOA CORP | $22.29万 | 0.07% | 3,360 | 3,360 | — | $22.29万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.22万 | 0.07% | 2,864 | -362 | -11.2% | -$2.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.76万 | 0.07% | 3,025 | 3,025 | — | $21.76万 | 新建仓 |
| CRWV | COREWEAVE INC | $20.92万 | 0.07% | 2,700 | 2,700 | — | $20.92万 | 新建仓 |
| 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 |