RAELIPSKIE PARTNERSHIP
WATERLOO A6 · SEC CIK 0002023896
$2.36亿2026Q1 申报市值
119持仓数
60.1%前十大占比 · 第一大 10.8%
12 / 10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
AZN 新建仓+$143.55万
MU 新建仓+$121.22万
GE VERNOVA INC ( 新建仓+$102.57万
RSP 加仓+$91.18万
LYB 加仓+$34.01万
2026Q1 卖出最多 按季末市值估算
UNP 减仓-$103.40万
CRM 减仓-$97.10万
NOVARTIS ADR (CH 减仓-$76.54万
UNILEVER PLC ADS 清仓-$52.88万
IBB 减仓-$35.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | ETF - SPY US S&P500 (USA) | $2,549.27万 | 10.79% | 39,199 | 82 | 0.2% | $5.33万 | 加仓 |
| VEA | ETF - VEA DEV MKT (USA) | $2,141.05万 | 9.06% | 334,121 | 2,688 | 0.8% | $17.22万 | 加仓 |
| RSP | ETF-RSP INVESCO SP500 EQ WGT ETF (USA) | $2,016.81万 | 8.54% | 105,086 | 4,751 | 4.7% | $91.18万 | 加仓 |
| QQQ | ETF - QQQ INVESCO TRUST (USA) | $1,753.13万 | 7.42% | 30,374 | -205 | -0.7% | -$11.83万 | 减仓 |
| VWO | ETF - VWO EMERGING MKTS (USA) | $1,421.29万 | 6.02% | 262,959 | -1,195 | -0.5% | -$6.46万 | 减仓 |
| EMXC | ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA) | $1,033.84万 | 4.38% | 131,432 | -2,965 | -2.2% | -$23.32万 | 减仓 |
| IVOO | ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA) | $938.34万 | 3.97% | 82,080 | 825 | 1.0% | $9.43万 | 加仓 |
| IWM | ETF - IWM US RUSSELL2000 (USA) | $916.19万 | 3.88% | 36,943 | -1,163 | -3.1% | -$28.84万 | 减仓 |
| MSFT | MICROSOFT CORP (USA) | $719.76万 | 3.05% | 19,444 | 710 | 3.8% | $26.28万 | 加仓 |
| AAPL | APPLE INC (USA) | $697.54万 | 2.95% | 27,485 | -1,165 | -4.1% | -$29.57万 | 减仓 |
| JPM | J.P. MORGAN CHASE AND CO (USA) | $448.48万 | 1.90% | 15,246 | -842 | -5.2% | -$24.77万 | 减仓 |
| — | EXXON MOBIL CORP (USA) | $437.84万 | 1.85% | 25,807 | -260 | -1.0% | -$4.41万 | 减仓 |
| GOOGL | ALPHABET INC CL-A (USA) | $393.12万 | 1.66% | 13,671 | -821 | -5.7% | -$23.61万 | 减仓 |
| — | NOVARTIS ADR (CHE) | $388.61万 | 1.65% | 25,441 | -5,011 | -16.5% | -$76.54万 | 减仓 |
| CSCO | CISCO SYSTEMS INC (USA) | $384.76万 | 1.63% | 49,589 | -2,985 | -5.7% | -$23.16万 | 减仓 |
| PEP | PEPSI CO (USA) | $319.18万 | 1.35% | 20,554 | 1,711 | 9.1% | $26.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON (USA) | $311.73万 | 1.32% | 12,753 | -529 | -4.0% | -$12.93万 | 减仓 |
| — | AMAZON COM INC (USA) | $305.34万 | 1.29% | 14,661 | 1,088 | 8.0% | $22.66万 | 加仓 |
| — | WALMART STORES INC (USA) | $302.94万 | 1.28% | 24,376 | -783 | -3.1% | -$9.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY-B-NEW (USA) | $270.46万 | 1.14% | 5,644 | 373 | 7.1% | $17.87万 | 加仓 |
| HSBC | HSBC HOLDINGS PLC-SP ADR (GBR) | $259.55万 | 1.10% | 31,465 | -2,356 | -7.0% | -$19.43万 | 减仓 |
| AVGO | BROADCOM LTD (USA) | $252.50万 | 1.07% | 8,158 | -10 | -0.1% | -$3,095 | 减仓 |
| HD | HOME DEPOT INC (USA) | $247.49万 | 1.05% | 7,525 | 373 | 5.2% | $12.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO (USA) | $244.85万 | 1.04% | 16,952 | 2,222 | 15.1% | $32.09万 | 加仓 |
| — | MCDONALD'S CORP (USA) | $240.30万 | 1.02% | 7,732 | 464 | 6.4% | $14.42万 | 加仓 |
| — | VISA INC CLASS-A (USA) | $235.29万 | 1.00% | 7,785 | -140 | -1.8% | -$4.23万 | 减仓 |
| HDV | ETF - HDV US DIVIDEND75 (USA) | $226.11万 | 0.96% | 16,660 | 515 | 3.2% | $6.99万 | 加仓 |
| TM | TOYOTA MOTOR CO LTD ADR (JPN) | $215.20万 | 0.91% | 10,442 | -255 | -2.4% | -$5.26万 | 减仓 |
| META | META PLATFORMS (USA) | $205.39万 | 0.87% | 3,590 | 71 | 2.0% | $4.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC (USA) | $202.45万 | 0.86% | 21,797 | 300 | 1.4% | $2.79万 | 加仓 |
| SAN | BANCO SANTAN CEN HISP-ADR (ESP) | $194.28万 | 0.82% | 172,236 | -7,137 | -4.0% | -$8.05万 | 减仓 |
| SPSM | ETF - SPSM SPDR S&P 600 SMALL CAP (USA) | $184.75万 | 0.78% | 38,235 | 1,620 | 4.4% | $7.83万 | 加仓 |
| NSRGY | NESTLE S.A. SP/ADR-FOR REG (CHE) | $180.93万 | 0.77% | 18,257 | 223 | 1.2% | $2.21万 | 加仓 |
| BAC | BANK OF AMERICA (USA) | $167.31万 | 0.71% | 34,319 | -758 | -2.2% | -$3.70万 | 减仓 |
| AZN | ASTRAZENECA PLC ADR (USA) | $143.55万 | 0.61% | 7,412 | 7,412 | — | $143.55万 | 新建仓 |
| — | AMERICAN TOWER CORP (USA) | $140.43万 | 0.59% | 8,137 | 1,022 | 14.4% | $17.64万 | 加仓 |
| BHP | BHP BILLITON LTD S/ADR (AUS) | $127.49万 | 0.54% | 17,527 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE (USA) | $124.94万 | 0.53% | 4,403 | 128 | 3.0% | $3.63万 | 加仓 |
| SONY | SONY CORPORATION ADR (JPN) | $123.66万 | 0.52% | 59,738 | 1,554 | 2.7% | $3.22万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL INC (USA) | $121.42万 | 0.51% | 12,429 | 1,163 | 10.3% | $11.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC (USA) | $121.22万 | 0.51% | 3,588 | 3,588 | — | $121.22万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES (USA) | $117.10万 | 0.50% | 14,536 | 4,222 | 40.9% | $34.01万 | 加仓 |
| — | AIRBUS SE UNSPONS ADR (FRA) | $113.02万 | 0.48% | 23,919 | -6,129 | -20.4% | -$28.96万 | 减仓 |
| IBB | ETF - IBB US BIOTECH (USA) | $112.71万 | 0.48% | 6,675 | -2,085 | -23.8% | -$35.21万 | 减仓 |
| PLD | PROLOGIS INC (USA) | $112.54万 | 0.48% | 8,514 | 248 | 3.0% | $3.28万 | 加仓 |
| — | UNITED HEALTH GROUP INC (USA) | $111.16万 | 0.47% | 4,108 | 758 | 22.6% | $20.51万 | 加仓 |
| UL | UNILEVER PLC ADR (USA) | $108.35万 | 0.46% | 19,018 | 5,178 | 37.4% | $29.50万 | 加仓 |
| BP | BRITISH PETE ADR - PLC (GBR) | $108.00万 | 0.46% | 22,979 | 772 | 3.5% | $3.63万 | 加仓 |
| — | GE VERNOVA INC (USA) | $102.57万 | 0.43% | 1,175 | 1,175 | — | $102.57万 | 新建仓 |
| RIO | RIO TINTO PLC SP/ADR (GBR) | $102.17万 | 0.43% | 10,952 | -495 | -4.3% | -$4.62万 | 减仓 |
| UBER | UBER (USA) | $101.87万 | 0.43% | 14,163 | -133 | -0.9% | -$9,567 | 减仓 |
| — | MERCK CO INC-NEW (USA) | $96.50万 | 0.41% | 8,022 | -655 | -7.5% | -$7.88万 | 减仓 |
| — | VEOLIA ENVIRONNEMENT-ADR (FRA) | $83.33万 | 0.35% | 43,651 | -2,651 | -5.7% | -$5.06万 | 减仓 |
| — | SPOTIFY TECHNOLOGY S.A. (SWE) | $71.96万 | 0.30% | 1,484 | 23 | 1.6% | $1.12万 | 加仓 |
| DVYE | ETF - DVYE EMERGING DIV (USA) | $71.30万 | 0.30% | 20,740 | -800 | -3.7% | -$2.75万 | 减仓 |
| — | LVMH MOET HENNESSY LO-ADR (FRA) | $65.76万 | 0.28% | 6,020 | -263 | -4.2% | -$2.87万 | 减仓 |
| NVO | NOVO-NORDISK A/S-ADR (DNK) | $65.59万 | 0.28% | 17,848 | 966 | 5.7% | $3.55万 | 加仓 |
| SHV | ETF - SHORT TREASURY BOND ISHAR (USA) | $46.36万 | 0.20% | 4,200 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC (USA) | $45.63万 | 0.19% | 1,095 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO (USA) | $40.36万 | 0.17% | 5,070 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC (USA) | $31.22万 | 0.13% | 11,117 | -1,347 | -10.8% | -$3.78万 | 减仓 |
| UNP | UNION PACIFIC CORP (USA) | $18.15万 | 0.08% | 748 | -4,262 | -85.1% | -$103.40万 | 减仓 |
| INTC | INTEL CORP (USA) | $17.39万 | 0.07% | 3,940 | -425 | -9.7% | -$1.88万 | 减仓 |
| VSS | ETF - VSS WORLD SMALL (USA) | $14.14万 | 0.06% | 970 | -500 | -34.0% | -$7.29万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASUR (USA) | $13.59万 | 0.06% | 1,350 | 0 | 0.0% | — | 不变 |
| USXF | ETF USXF - ISHRS ESG US-xFF (USA) | $13.28万 | 0.06% | 2,405 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERM GOVT BOND (USA) | $11.02万 | 0.05% | 1,850 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP (USA) | $10.76万 | 0.05% | 520 | 0 | 0.0% | — | 不变 |
| — | SPROTT ACTIVE METALS & MI (USA) | $10.76万 | 0.05% | 4,000 | 4,000 | — | $10.76万 | 新建仓 |
| — | ETF EMXF - ISHRS ESG EM-xFF (USA) | $10.33万 | 0.04% | 2,159 | 0 | 0.0% | — | 不变 |
| DMXF | ETF DMXF - ISHRS ESG EAFE-xFF (USA) | $10.22万 | 0.04% | 1,354 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ADR (USA) | $7.28万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SP/ADR (GBR) | $5.74万 | 0.02% | 771 | 0 | 0.0% | — | 不变 |
| RTX | RAYTHEON TECHNOLOGIES COR (USA) | $4.82万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF (USA) | $4.74万 | 0.02% | 615 | 615 | — | $4.74万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP (USA) | $4.64万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL S.A.B. DE C (USA) | $4.59万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| T | AT & T INC (USA) | $3.51万 | 0.01% | 1,211 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC (USA) | $3.27万 | 0.01% | 175 | -5,202 | -96.7% | -$97.10万 | 减仓 |
| MUX | MCEWEN INC (USA) | $2.80万 | 0.01% | 1,372 | 1,372 | — | $2.80万 | 新建仓 |
| — | HONEYWELL INTL INC (USA) | $2.64万 | 0.01% | 117 | -261 | -69.0% | -$5.90万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC (USA) | $2.63万 | 0.01% | 93 | 93 | — | $2.63万 | 新建仓 |
| APG | API GROUP CORP (USA) | $2.55万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY (USA) | $2.29万 | 0.01% | 115 | -900 | -88.7% | -$17.91万 | 减仓 |
| — | SILVER NCI-RBC TROY OZ | $2.25万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | ABBOTT LABS (USA) | $2.10万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL CORP (USA) | $2.05万 | 0.01% | 447 | 447 | — | $2.05万 | 新建仓 |
| — | 3M COMPANY (USA) | $2.03万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| — | MASTERCARD INC (USA) | $2.00万 | 0.01% | 40 | -60 | -60.0% | -$3.00万 | 减仓 |
| VCIT | INTERM CORP BOND VANGUARD | $1.78万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP (USA) | $1.76万 | 0.01% | 93 | -19 | -17.0% | -$3,602 | 减仓 |
| NU | NU HOLDINGS LTD CL A (USA) | $1.44万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATIO (USA) | $1.44万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| SPIR | SPIRE GLOBAL INC CL-A (USA) | $1.10万 | 0.00% | 875 | 875 | — | $1.10万 | 新建仓 |
| MAGS | LIST FD ROUNDHILL MAG ETF (USA) | $8,691 | 0.00% | 150 | 150 | — | $8,691 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC (USA) | $7,314 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CL (USA) | $6,171 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIAL (USA) | $5,864 | 0.00% | 77 | -7 | -8.3% | -$533 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC (USA) | $5,177 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC (USA) | $3,291 | 0.00% | 30 | 0 | 0.0% | — | 不变 |