Processus Wealth & Capital Management, LLC
Brentwood TN · SEC CIK 0002014209
$1.69亿2026Q2 申报市值
35持仓数
59.0%前十大占比 · 第一大 12.8%
1 / 1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
GEV 新建仓+$269.87万
NVDA 加仓+$42.06万
AMZN 加仓+$19.83万
AVGO 加仓+$16.39万
IWP 加仓+$16.31万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$129.96万
MA 减仓-$115.15万
CRM 清仓-$111.42万
AMAT 减仓-$88.71万
FDX 减仓-$57.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,969 | -100.0% | -$111.42万 | 清仓 |
| IVE | ISHARES TR | $38.10万 | 0.23% | 1,678 | -142 | -7.8% | -$3.22万 | 减仓 |
| PEP | PEPSICO INC | $73.42万 | 0.43% | 5,422 | 384 | 7.6% | $5.20万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $73.81万 | 0.44% | 14,486 | 1,011 | 7.5% | $5.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $74.95万 | 0.44% | 15,880 | 543 | 3.5% | $2.56万 | 加仓 |
| IVW | ISHARES TR | $117.45万 | 0.70% | 8,540 | -54 | -0.6% | -$7,427 | 减仓 |
| EOG | EOG RES INC | $158.48万 | 0.94% | 12,216 | -741 | -5.7% | -$9.61万 | 减仓 |
| META | META PLATFORMS INC | $171.86万 | 1.02% | 3,051 | -22 | -0.7% | -$1.24万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $187.34万 | 1.11% | 4,154 | 225 | 5.7% | $10.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $189.69万 | 1.12% | 11,444 | -612 | -5.1% | -$10.14万 | 减仓 |
| MRK | MERCK & CO INC | $210.83万 | 1.25% | 16,407 | 534 | 3.4% | $6.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $266.20万 | 1.58% | 18,596 | -387 | -2.0% | -$5.54万 | 减仓 |
| GEV | GE VERNOVA INC | $269.87万 | 1.60% | 2,297 | 2,297 | — | $269.87万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $271.10万 | 1.61% | 7,653 | 153 | 2.0% | $5.42万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $295.84万 | 1.75% | 73,794 | -3,612 | -4.7% | -$14.48万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $296.12万 | 1.75% | 5,906 | -641 | -9.8% | -$32.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $325.68万 | 1.93% | 27,915 | 1,205 | 4.5% | $14.06万 | 加仓 |
| RTX | RTX CORPORATION | $377.14万 | 2.23% | 19,878 | -1,515 | -7.1% | -$28.74万 | 减仓 |
| AVGO | BROADCOM INC | $391.12万 | 2.32% | 10,354 | 434 | 4.4% | $16.39万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $391.41万 | 2.32% | 7,621 | -2,242 | -22.7% | -$115.15万 | 减仓 |
| AMGN | AMGEN INC | $397.47万 | 2.35% | 10,976 | 254 | 2.4% | $9.20万 | 加仓 |
| FDX | FEDEX CORP | $411.54万 | 2.44% | 13,143 | -1,848 | -12.3% | -$57.87万 | 减仓 |
| BAC | BANK OF AMER CORP | $447.39万 | 2.65% | 78,518 | -192 | -0.2% | -$1.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $468.34万 | 2.77% | 5,006 | 7 | 0.1% | $6,549 | 加仓 |
| C | CITIGROUP INC | $485.82万 | 2.88% | 34,711 | -2,134 | -5.8% | -$29.87万 | 减仓 |
| IWP | ISHARES TR | $526.80万 | 3.12% | 35,981 | 1,114 | 3.2% | $16.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $622.90万 | 3.69% | 19,030 | 2 | 0.0% | $655 | 加仓 |
| GOOG | ALPHABET INC | $724.36万 | 4.29% | 20,501 | 148 | 0.7% | $5.23万 | 加仓 |
| GOOGL | ALPHABET INC | $731.00万 | 4.33% | 20,455 | 144 | 0.7% | $5.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $750.17万 | 4.44% | 9,830 | -1,703 | -14.8% | -$129.96万 | 减仓 |
| IWS | ISHARES TR | $765.03万 | 4.53% | 46,478 | 580 | 1.3% | $9.55万 | 加仓 |
| IWY | ISHARES TR | $900.40万 | 5.33% | 30,982 | -920 | -2.9% | -$26.74万 | 减仓 |
| AMZN | AMAZON COM INC | $921.11万 | 5.46% | 38,647 | 832 | 2.2% | $19.83万 | 加仓 |
| AAPL | APPLE INC | $1,160.31万 | 6.87% | 40,099 | 112 | 0.3% | $3.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,232.28万 | 7.30% | 17,044 | -1,227 | -6.7% | -$88.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,155.12万 | 12.77% | 107,708 | 2,102 | 2.0% | $42.06万 | 加仓 |