Processus Wealth & Capital Management, LLC
Brentwood TN · SEC CIK 0002014209
$1.47亿2026Q1 申报市值
35持仓数
54.3%前十大占比 · 第一大 12.5%
1 / 1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
AVGO 新建仓+$307.03万
PLTR 加仓+$45.02万
IWP 加仓+$15.12万
NVDA 加仓+$12.31万
CRWD 加仓+$11.83万
2026Q1 卖出最多 按季末市值估算
QCOM 清仓-$355.83万
CRM 减仓-$37.09万
FELV 减仓-$6.36万
MA 减仓-$2.05万
AMGN 减仓-$1.16万
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -20,803 | -100.0% | -$355.83万 | 清仓 |
| IVE | ISHARES TR | $38.43万 | 0.26% | 1,820 | -30 | -1.6% | -$6,334 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $61.64万 | 0.42% | 15,337 | 1,477 | 10.7% | $5.94万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $62.52万 | 0.42% | 13,475 | 857 | 6.8% | $3.98万 | 加仓 |
| PEP | PEPSICO INC | $78.23万 | 0.53% | 5,038 | 26 | 0.5% | $4,037 | 加仓 |
| IVW | ISHARES TR | $97.21万 | 0.66% | 8,594 | 382 | 4.7% | $4.32万 | 加仓 |
| CRM | SALESFORCE INC | $111.42万 | 0.76% | 5,969 | -1,987 | -25.0% | -$37.09万 | 减仓 |
| META | META PLATFORMS INC | $175.82万 | 1.19% | 3,073 | 126 | 4.3% | $7.21万 | 加仓 |
| EOG | EOG RES INC | $187.32万 | 1.27% | 12,957 | 433 | 3.5% | $6.26万 | 加仓 |
| MRK | MERCK & CO INC | $190.94万 | 1.30% | 15,873 | 68 | 0.4% | $8,180 | 加仓 |
| ULTA | ULTA BEAUTY INC | $205.37万 | 1.39% | 3,929 | 23 | 0.6% | $1.20万 | 加仓 |
| EMR | EMERSON ELEC CO | $248.72万 | 1.69% | 18,983 | -6 | -0.0% | -$786 | 减仓 |
| CVX | CHEVRON CORPORATION | $249.44万 | 1.69% | 12,056 | 528 | 4.6% | $10.92万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $257.40万 | 1.75% | 7,500 | 105 | 1.4% | $3.60万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $270.22万 | 1.83% | 77,406 | -1,823 | -2.3% | -$6.36万 | 减仓 |
| AVGO | BROADCOM INC | $307.03万 | 2.08% | 9,920 | 9,920 | — | $307.03万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $321.82万 | 2.19% | 6,547 | 12 | 0.2% | $5,899 | 加仓 |
| AMGN | AMGEN INC | $377.27万 | 2.56% | 10,722 | -33 | -0.3% | -$1.16万 | 减仓 |
| BAC | BANK AMERICA CORP | $383.71万 | 2.61% | 78,710 | 804 | 1.0% | $3.92万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $390.71万 | 2.65% | 26,710 | 3,078 | 13.0% | $45.02万 | 加仓 |
| RTX | RTX CORPORATION | $412.67万 | 2.80% | 21,393 | -45 | -0.2% | -$8,680 | 减仓 |
| C | CITIGROUP INC | $417.86万 | 2.84% | 36,845 | 106 | 0.3% | $1.20万 | 加仓 |
| IWP | ISHARES TR | $446.71万 | 3.03% | 34,867 | 1,180 | 3.5% | $15.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $450.26万 | 3.06% | 11,533 | 303 | 2.7% | $11.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $492.80万 | 3.35% | 9,863 | -41 | -0.4% | -$2.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $498.15万 | 3.38% | 4,999 | 36 | 0.7% | $3.59万 | 加仓 |
| FDX | FEDEX CORP | $533.96万 | 3.63% | 14,991 | 3 | 0.0% | $1,069 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $559.72万 | 3.80% | 19,028 | 162 | 0.9% | $4.77万 | 加仓 |
| GOOG | ALPHABET INC | $583.84万 | 3.96% | 20,353 | 170 | 0.8% | $4.88万 | 加仓 |
| GOOGL | ALPHABET INC | $584.06万 | 3.97% | 20,311 | 129 | 0.6% | $3.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $624.48万 | 4.24% | 18,271 | 24 | 0.1% | $8,203 | 加仓 |
| IWS | ISHARES TR | $668.92万 | 4.54% | 45,898 | -59 | -0.1% | -$8,599 | 减仓 |
| AMZN | AMAZON COM INC | $787.57万 | 5.35% | 37,815 | 433 | 1.2% | $9.02万 | 加仓 |
| IWY | ISHARES TR | $793.85万 | 5.39% | 31,902 | 140 | 0.4% | $3.48万 | 加仓 |
| AAPL | APPLE INC | $1,014.83万 | 6.89% | 39,987 | 107 | 0.3% | $2.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,841.77万 | 12.51% | 105,606 | 706 | 0.7% | $12.31万 | 加仓 |