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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $33.29万 | 0.09% | 3,205 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.51万 | 0.09% | 1,073 | 1,073 | — | $32.51万 | 新建仓 |
| CRWV | COREWEAVE INC | $31.85万 | 0.09% | 3,200 | 500 | 18.5% | $4.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.54万 | 0.09% | 5,938 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $31.40万 | 0.09% | 3,539 | 293 | 9.0% | $2.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.22万 | 0.08% | 503 | 503 | — | $29.22万 | 新建仓 |
| VLUE | ISHARES TR | $28.43万 | 0.08% | 1,423 | 1,423 | — | $28.43万 | 新建仓 |
| TLT | ISHARES TR | $28.15万 | 0.08% | 3,257 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.99万 | 0.08% | 1,475 | -235 | -13.7% | -$4.46万 | 减仓 |
| ETN | EATON CORP PLC | $27.61万 | 0.08% | 648 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.95万 | 0.08% | 1,289 | 76 | 6.3% | $1.59万 | 重新持有 |
| HD | HOME DEPOT INC | $26.77万 | 0.08% | 759 | -397 | -34.3% | -$14.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.59万 | 0.07% | 1,047 | -616 | -37.0% | -$15.64万 | 减仓 |
| WFC | WELLS FARGO & CO | $25.89万 | 0.07% | 3,133 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $25.07万 | 0.07% | 209 | -139 | -39.9% | -$16.67万 | 重新持有 |
| MCD | MCDONALDS CORP | $24.79万 | 0.07% | 917 | -264 | -22.4% | -$7.14万 | 减仓 |
| IEV | ISHARES TR | $24.08万 | 0.07% | 3,306 | -44 | -1.3% | -$3,205 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.02万 | 0.07% | 578 | -160 | -21.7% | -$6.65万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $23.37万 | 0.07% | 455 | -333 | -42.3% | -$17.10万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.83万 | 0.06% | 3,025 | 0 | 0.0% | — | 不变 |
| 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 |