Attessa Capital LLC
TUCSON AZ · SEC CIK 0002020560
$1.84亿2026Q1 申报市值
35持仓数
89.7%前十大占比 · 第一大 31.2%
3 / 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
SPY 加仓+$160.50万
VEA 加仓+$123.18万
SGOV 新建仓+$104.70万
VT 加仓+$87.17万
VGUS 新建仓+$61.95万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$36.91万
SCHX 减仓-$27.45万
SCHF 减仓-$23.05万
SCHD 减仓-$23.01万
MLPA 清仓-$20.39万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $5,736.06万 | 31.20% | 88,201 | 2,468 | 2.9% | $160.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,054.30万 | 22.05% | 632,694 | 19,223 | 3.1% | $123.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,455.93万 | 7.92% | 197,709 | -5,012 | -2.5% | -$36.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,173.73万 | 6.38% | 88,317 | 2,697 | 3.1% | $35.84万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,052.20万 | 5.72% | 422,400 | -3,098 | -0.7% | -$7.72万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $928.45万 | 5.05% | 362,110 | -10,705 | -2.9% | -$27.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $872.17万 | 4.74% | 14,596 | 739 | 5.3% | $44.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $418.19万 | 2.27% | 168,966 | -9,313 | -5.2% | -$23.05万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $404.07万 | 2.20% | 36,449 | 1,028 | 2.9% | $11.40万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $388.21万 | 2.11% | 123,516 | -815 | -0.7% | -$2.56万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $381.38万 | 2.07% | 34,995 | 960 | 2.8% | $10.46万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $178.59万 | 0.97% | 12,912 | 6,302 | 95.3% | $87.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $136.66万 | 0.74% | 44,545 | -7,500 | -14.4% | -$23.01万 | 减仓 |
| AAPL | APPLE INC | $122.47万 | 0.67% | 4,825 | 24 | 0.5% | $6,092 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $122.00万 | 0.66% | 48,605 | -3,417 | -6.6% | -$8.58万 | 减仓 |
| TSLA | TESLA INC | $118.33万 | 0.64% | 3,183 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $104.70万 | 0.57% | 10,401 | 10,401 | — | $104.70万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $68.56万 | 0.37% | 3,931 | 600 | 18.0% | $10.46万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $61.95万 | 0.34% | 8,188 | 8,188 | — | $61.95万 | 新建仓 |
| — | EXXON MOBIL CORP | $61.04万 | 0.33% | 3,598 | -32 | -0.9% | -$5,429 | 减仓 |
| VTI | VANGUARD INDEX FDS | $58.95万 | 0.32% | 1,838 | -25 | -1.3% | -$8,018 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.17万 | 0.31% | 1,193 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $54.68万 | 0.30% | 2,514 | -38 | -1.5% | -$8,265 | 减仓 |
| AGG | ISHARES TR | $48.89万 | 0.27% | 4,925 | -58 | -1.2% | -$5,758 | 减仓 |
| BIL | SPDR SERIES TRUST | $43.77万 | 0.24% | 4,776 | 1,978 | 70.7% | $18.13万 | 重新持有 |
| USXF | ISHARES TR | $40.59万 | 0.22% | 7,354 | -496 | -6.3% | -$2.74万 | 减仓 |
| WMT | WALMART INC | $36.99万 | 0.20% | 2,976 | -43 | -1.4% | -$5,344 | 减仓 |
| IVV | ISHARES TR | $36.51万 | 0.20% | 559 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $34.97万 | 0.19% | 4,423 | -758 | -14.6% | -$5.99万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.80万 | 0.15% | 2,610 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $25.61万 | 0.14% | 2,905 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.47万 | 0.11% | 2,725 | -195 | -6.7% | -$1.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $20.16万 | 0.11% | 545 | 34 | 6.7% | $1.26万 | 加仓 |
| SPGI | S&P GLOBAL INC | $20.03万 | 0.11% | 471 | -85 | -15.3% | -$3.62万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $18.45万 | 0.10% | 10,782 | 10,782 | — | $18.45万 | 新建仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -4,212 | -100.0% | -$20.39万 | 清仓 |