EVEXIA WEALTH LLC
STEVENS POINT WI · SEC CIK 0001975710
$3.64亿2026Q1 申报市值
84持仓数
44.5%前十大占比 · 第一大 6.1%
4 / 4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
GEV 新建仓+$946.22万
CEG 加仓+$587.59万
INTU 加仓+$406.65万
AVGO 加仓+$295.90万
MSFT 加仓+$247.57万
2026Q1 卖出最多 按季末市值估算
UNH 清仓-$754.27万
ACN 清仓-$708.31万
KLAC 减仓-$555.24万
NDSN 清仓-$466.09万
LLY 减仓-$238.81万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $2,222.37万 | 6.11% | 12,564 | -3,139 | -20.0% | -$555.24万 | 减仓 |
| AVGO | BROADCOM INC | $2,164.80万 | 5.95% | 57,006 | 7,792 | 15.8% | $295.90万 | 加仓 |
| B | BARRICK MNG CORP | $1,738.14万 | 4.78% | 404,030 | 28,863 | 7.7% | $124.17万 | 加仓 |
| LLY | ELI LILLY & CO | $1,665.04万 | 4.58% | 17,912 | -2,569 | -12.5% | -$238.81万 | 减仓 |
| HUBB | HUBBELL INC | $1,625.80万 | 4.47% | 30,119 | -3,130 | -9.4% | -$168.95万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,478.79万 | 4.07% | 20,120 | -1,271 | -5.9% | -$93.42万 | 减仓 |
| BLK | BLACKROCK INC | $1,403.25万 | 3.86% | 13,708 | 1,301 | 10.5% | $133.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,353.53万 | 3.72% | 35,214 | 6,441 | 22.4% | $247.57万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,340.71万 | 3.69% | 13,549 | -2,101 | -13.4% | -$207.90万 | 减仓 |
| INTU | INTUIT | $1,196.22万 | 3.29% | 32,379 | 11,007 | 51.5% | $406.65万 | 加仓 |
| AAPL | APPLE INC | $1,115.24万 | 3.07% | 43,026 | -1,101 | -2.5% | -$28.54万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,001.53万 | 2.75% | 46,914 | -593 | -1.2% | -$12.66万 | 减仓 |
| GEV | GE VERNOVA INC | $946.22万 | 2.60% | 9,547 | 9,547 | — | $946.22万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $923.52万 | 2.54% | 47,722 | 4,520 | 10.5% | $87.47万 | 加仓 |
| CB | CHUBB LTD SWITZ | $917.27万 | 2.52% | 27,798 | -3,486 | -11.1% | -$115.03万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $912.86万 | 2.51% | 13,399 | 78 | 0.6% | $5.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $911.42万 | 2.51% | 9,292 | -1,940 | -17.3% | -$190.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $907.31万 | 2.49% | 28,925 | 1,052 | 3.8% | $33.00万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $873.40万 | 2.40% | 446,410 | 61,270 | 15.9% | $119.87万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $870.33万 | 2.39% | 17,497 | 27 | 0.2% | $1.34万 | 加仓 |
| GLD | SPDR GOLD TR | $743.64万 | 2.04% | 17,081 | 826 | 5.1% | $35.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $688.65万 | 1.89% | 23,606 | 20,142 | 581.5% | $587.59万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $657.75万 | 1.81% | 32,165 | 9,403 | 41.3% | $192.28万 | 加仓 |
| SYK | STRYKER CORPORATION | $627.81万 | 1.73% | 18,080 | 1,481 | 8.9% | $51.43万 | 加仓 |
| LOW | LOWES COS INC | $620.54万 | 1.71% | 25,115 | -373 | -1.5% | -$9.22万 | 减仓 |
| EME | EMCOR GROUP INC | $557.11万 | 1.53% | 6,859 | 171 | 2.6% | $13.89万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $514.96万 | 1.42% | 32,725 | 10,543 | 47.5% | $165.91万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $467.64万 | 1.29% | 237,742 | 33,543 | 16.4% | $65.98万 | 加仓 |
| RS | RELIANCE INC | $435.07万 | 1.20% | 13,413 | -226 | -1.7% | -$7.33万 | 减仓 |
| BIL | SPDR SERIES TRUST | $426.17万 | 1.17% | 46,581 | 6,330 | 15.7% | $57.91万 | 加仓 |
| IBHF | ISHARES TR | $374.07万 | 1.03% | 163,565 | 23,253 | 16.6% | $53.18万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $361.11万 | 0.99% | 56,511 | 12,921 | 29.6% | $82.57万 | 加仓 |
| EOG | EOG RES INC | $360.99万 | 0.99% | 26,357 | -6,766 | -20.4% | -$92.67万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $293.78万 | 0.81% | 143,414 | 20,954 | 17.1% | $42.92万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $285.44万 | 0.78% | 152,359 | 21,996 | 16.9% | $41.21万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $266.49万 | 0.73% | 128,367 | 18,468 | 16.8% | $38.34万 | 加仓 |
| IBHG | ISHARES TR | $258.58万 | 0.71% | 116,882 | 16,878 | 16.9% | $37.34万 | 加仓 |
| AMLP | ALPS ETF TR | $198.92万 | 0.55% | 38,210 | 3,534 | 10.2% | $18.40万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $143.56万 | 0.39% | 61,773 | 9,316 | 17.8% | $21.65万 | 加仓 |
| PWR | QUANTA SVCS INC | $141.99万 | 0.39% | 2,383 | -10 | -0.4% | -$5,959 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $132.93万 | 0.37% | 5,954 | 255 | 4.5% | $5.69万 | 加仓 |
| MSTR | STRATEGY INC | $117.19万 | 0.32% | 8,854 | 470 | 5.6% | $6.22万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $114.96万 | 0.32% | 68,367 | 10,105 | 17.3% | $16.99万 | 加仓 |
| STIP | ISHARES TR | $108.42万 | 0.30% | 10,463 | 1,476 | 16.4% | $15.29万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $94.66万 | 0.26% | 13,328 | 142 | 1.1% | $1.01万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $92.37万 | 0.25% | 1,953 | 56 | 3.0% | $2.65万 | 加仓 |
| ASML | ASML HLDG NV | $87.01万 | 0.24% | 580 | -2 | -0.3% | -$3,000 | 减仓 |
| IBTH | ISHARES TR | $81.88万 | 0.23% | 36,562 | 5,460 | 17.6% | $12.23万 | 加仓 |
| MS | MORGAN STANLEY | $79.55万 | 0.22% | 4,392 | 127 | 3.0% | $2.30万 | 加仓 |
| IBTJ | ISHARES TR | $77.34万 | 0.21% | 35,453 | 5,163 | 17.0% | $11.26万 | 加仓 |
| NXT | NEXTPOWER INC | $73.85万 | 0.20% | 6,620 | 143 | 2.2% | $1.60万 | 加仓 |
| IBDW | ISHARES TR | $71.55万 | 0.20% | 34,080 | 4,902 | 16.8% | $10.29万 | 加仓 |
| IBTM | ISHARES TR | $64.77万 | 0.18% | 28,263 | 4,044 | 16.7% | $9.27万 | 加仓 |
| — | CALAMOS ETF TR | $64.71万 | 0.18% | 27,071 | 3,815 | 16.4% | $9.12万 | 加仓 |
| ETN | EATON CORP PLC | $64.66万 | 0.18% | 1,603 | 29 | 1.8% | $1.17万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $62.44万 | 0.17% | 20,115 | 618 | 3.2% | $1.92万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $60.99万 | 0.17% | 5,432 | 149 | 2.8% | $1.67万 | 加仓 |
| FSLR | FIRST SOLAR INC | $58.92万 | 0.16% | 2,941 | 120 | 4.3% | $2.40万 | 加仓 |
| OC | OWENS CORNING NEW | $57.97万 | 0.16% | 4,899 | 170 | 3.6% | $2.01万 | 加仓 |
| IBTI | ISHARES TR | $56.47万 | 0.16% | 25,387 | 3,602 | 16.5% | $8.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.45万 | 0.15% | 6,008 | 219 | 3.8% | $2.02万 | 加仓 |
| XYL | XYLEM INC | $54.42万 | 0.15% | 4,224 | 154 | 3.8% | $1.98万 | 加仓 |
| SNPS | SYNOPSYS INC | $50.47万 | 0.14% | 1,208 | 51 | 4.4% | $2.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $45.05万 | 0.12% | 1,685 | 11 | 0.7% | $2,941 | 加仓 |
| AMAT | APPLIED MATLS INC | $43.22万 | 0.12% | 1,092 | -11 | -1.0% | -$4,353 | 减仓 |
| NOW | SERVICENOW INC | $42.05万 | 0.12% | 4,721 | 607 | 14.8% | $5.41万 | 加仓 |
| NVT | NVENT ELEC PLC | $39.60万 | 0.11% | 2,974 | 56 | 1.9% | $7,458 | 加仓 |
| ALB | ALBEMARLE CORP | $38.72万 | 0.11% | 2,088 | 47 | 2.3% | $8,715 | 加仓 |
| QYLD | GLOBAL X FDS | $34.71万 | 0.10% | 19,697 | 2,772 | 16.4% | $4.88万 | 加仓 |
| NOBL | PROSHARES TR | $33.22万 | 0.09% | 3,088 | 19 | 0.6% | $2,044 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $31.95万 | 0.09% | 14,191 | 1,832 | 14.8% | $4.12万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $31.41万 | 0.09% | 1,047 | 1,047 | — | $31.41万 | 新建仓 |
| — | CALAMOS ETF TR | $28.38万 | 0.08% | 14,516 | 2,257 | 18.4% | $4.41万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.83万 | 0.08% | 2,764 | 16 | 0.6% | $1,611 | 加仓 |
| GOOGL | ALPHABET INC | $26.48万 | 0.07% | 824 | 40 | 5.1% | $1.29万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $24.29万 | 0.07% | 2,381 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.69万 | 0.06% | 1,099 | 8 | 0.7% | $1,652 | 加仓 |
| NVDA | NVIDIA CORPORATION | $22.48万 | 0.06% | 1,187 | 2 | 0.2% | $379 | 加仓 |
| — | CALAMOS ETF TR | $22.42万 | 0.06% | 10,573 | 1,486 | 16.4% | $3.15万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.17万 | 0.06% | 483 | 29 | 6.4% | $1.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $20.30万 | 0.06% | 328 | 328 | — | $20.30万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.17万 | 0.06% | 841 | 841 | — | $20.17万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $13.40万 | 0.04% | 12,937 | 1,090 | 9.2% | $1.13万 | 加仓 |
| XXI | TWENTY ONE CAP INC | $8.75万 | 0.02% | 12,539 | 1,926 | 18.1% | $1.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -22,518 | -100.0% | -$754.27万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -24,548 | -100.0% | -$708.31万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -17,487 | -100.0% | -$466.09万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -7,289 | -100.0% | -$24.03万 | 清仓 |