Ted Buchan & Co
San Diego CA · SEC CIK 0002033413
$2.75亿2026Q1 申报市值
88持仓数
50.1%前十大占比 · 第一大 9.8%
8 / 7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
EWZ 新建仓+$657.97万
AGG 加仓+$468.70万
TIP 加仓+$374.51万
TSM 加仓+$191.86万
NOBL 加仓+$136.82万
2026Q1 卖出最多 按季末市值估算
SHY 减仓-$1,009.52万
VUG 减仓-$299.29万
BKNG 清仓-$159.05万
XME 减仓-$148.13万
CRM 清仓-$133.28万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $2,700.06万 | 9.81% | 271,991 | 47,215 | 21.0% | $468.70万 | 加仓 |
| EFA | ISHARES TR | $1,679.22万 | 6.10% | 172,884 | -533 | -0.3% | -$5.18万 | 减仓 |
| TIP | ISHARES TR | $1,623.75万 | 5.90% | 147,132 | 33,935 | 30.0% | $374.51万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,544.91万 | 5.61% | 325,039 | -259 | -0.1% | -$1.23万 | 减仓 |
| IVV | ISHARES TR | $1,337.08万 | 4.86% | 20,469 | -172 | -0.8% | -$11.24万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,126.93万 | 4.09% | 183,958 | 7,196 | 4.1% | $44.08万 | 加仓 |
| UTES | ETFIS SER TR I | $1,070.30万 | 3.89% | 133,955 | 7,620 | 6.0% | $60.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $935.69万 | 3.40% | 105,489 | 3,357 | 3.3% | $29.78万 | 加仓 |
| COWZ | PACER FDS TR | $900.27万 | 3.27% | 143,904 | -941 | -0.6% | -$5.89万 | 减仓 |
| — | KRANESHARES TRUST | $866.87万 | 3.15% | 307,401 | 28,547 | 10.2% | $80.50万 | 加仓 |
| NOBL | PROSHARES TR | $851.53万 | 3.09% | 80,325 | 12,906 | 19.1% | $136.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $812.15万 | 2.95% | 46,568 | -441 | -0.9% | -$7.69万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $683.23万 | 2.48% | 15,642 | -6,852 | -30.5% | -$299.29万 | 减仓 |
| XME | SPDR SERIES TRUST | $672.33万 | 2.44% | 62,246 | -13,714 | -18.1% | -$148.13万 | 减仓 |
| EWZ | ISHARES INC | $657.97万 | 2.39% | 171,390 | 171,390 | — | $657.97万 | 新建仓 |
| ASML | ASML HLDG NV | $510.33万 | 1.85% | 3,863 | -611 | -13.7% | -$80.72万 | 减仓 |
| RUNN | STRATEGIC TRUST | $488.13万 | 1.77% | 151,547 | 11,399 | 8.1% | $36.72万 | 加仓 |
| AMZN | AMAZON COM INC | $465.33万 | 1.69% | 22,342 | 1,556 | 7.5% | $32.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $430.87万 | 1.57% | 12,749 | 5,677 | 80.3% | $191.86万 | 加仓 |
| GOOG | ALPHABET INC | $398.58万 | 1.45% | 13,894 | 100 | 0.7% | $2.87万 | 加仓 |
| AVGO | BROADCOM INC | $395.72万 | 1.44% | 12,785 | 228 | 1.8% | $7.06万 | 加仓 |
| LLY | ELI LILLY & CO | $371.95万 | 1.35% | 4,044 | 92 | 2.3% | $8.46万 | 加仓 |
| ENB | ENBRIDGE INC | $314.47万 | 1.14% | 58,190 | -3,604 | -5.8% | -$19.48万 | 减仓 |
| PGR | PROGRESSIVE CORP | $308.42万 | 1.12% | 15,558 | 2,546 | 19.6% | $50.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $298.21万 | 1.08% | 8,056 | 242 | 3.1% | $8.96万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $297.09万 | 1.08% | 143,174 | -48,229 | -25.2% | -$100.08万 | 减仓 |
| NVO | NOVO-NORDISK A S | $260.31万 | 0.95% | 70,833 | 32,294 | 83.8% | $118.68万 | 加仓 |
| INTU | INTUIT | $258.78万 | 0.94% | 5,984 | 244 | 4.3% | $10.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $250.03万 | 0.91% | 2,509 | -3 | -0.1% | -$2,990 | 减仓 |
| MELI | MERCADOLIBRE INC | $238.95万 | 0.87% | 1,382 | 199 | 16.8% | $34.41万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $206.53万 | 0.75% | 42,382 | -1,432 | -3.3% | -$6.98万 | 减仓 |
| SHY | ISHARES TR | $205.02万 | 0.74% | 24,829 | -122,258 | -83.1% | -$1,009.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $193.47万 | 0.70% | 31,900 | 221 | 0.7% | $1.34万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $192.17万 | 0.70% | 23,296 | 1,057 | 4.8% | $8.72万 | 加仓 |
| NFLX | NETFLIX INC. | $182.00万 | 0.66% | 18,929 | 3,549 | 23.1% | $34.12万 | 加仓 |
| SHOP | SHOPIFY INC | $171.58万 | 0.62% | 14,465 | 376 | 2.7% | $4.46万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $166.90万 | 0.61% | 6,065 | 231 | 4.0% | $6.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $164.13万 | 0.60% | 5,116 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $160.52万 | 0.58% | 7,714 | -863 | -10.1% | -$17.96万 | 减仓 |
| TFC | TRUIST FINL CORP | $149.67万 | 0.54% | 32,558 | 948 | 3.0% | $4.36万 | 加仓 |
| PFE | PFIZER INC | $148.34万 | 0.54% | 52,829 | 1,097 | 2.1% | $3.08万 | 加仓 |
| PEP | PEPSICO INC | $141.33万 | 0.51% | 9,101 | 175 | 2.0% | $2.72万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $138.15万 | 0.50% | 23,627 | -447 | -1.9% | -$2.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $137.67万 | 0.50% | 7,016 | -314 | -4.3% | -$6.16万 | 减仓 |
| VV | VANGUARD INDEX FDS | $130.36万 | 0.47% | 4,362 | -24 | -0.5% | -$7,173 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $120.93万 | 0.44% | 16,812 | 1,083 | 6.9% | $7.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $116.86万 | 0.42% | 17,708 | 253 | 1.4% | $1.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.06万 | 0.42% | 4,289 | -4,710 | -52.3% | -$127.45万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $114.25万 | 0.41% | 15,514 | -902 | -5.5% | -$6.64万 | 减仓 |
| DGRW | WISDOMTREE TR | $110.49万 | 0.40% | 12,579 | -697 | -5.3% | -$6.12万 | 减仓 |
| SBUX | STARBUCKS CORP | $99.76万 | 0.36% | 11,135 | 596 | 5.7% | $5.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.38万 | 0.36% | 1,528 | 105 | 7.4% | $6.83万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $96.88万 | 0.35% | 9,848 | -1,129 | -10.3% | -$11.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.43万 | 0.34% | 4,868 | -121 | -2.4% | -$2.32万 | 减仓 |
| ABEV | AMBEV SA | $88.42万 | 0.32% | 302,797 | 302,797 | — | $88.42万 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $86.96万 | 0.32% | 19,682 | -1,681 | -7.9% | -$7.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $79.81万 | 0.29% | 26,012 | -3,076 | -10.6% | -$9.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.18万 | 0.28% | 1,337 | -30 | -2.2% | -$1.73万 | 减仓 |
| TSLA | TESLA INC | $62.22万 | 0.23% | 1,673 | -30 | -1.8% | -$1.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $55.68万 | 0.20% | 622 | -63 | -9.2% | -$5.64万 | 减仓 |
| VDE | VANGUARD WORLD FD | $50.20万 | 0.18% | 2,901 | -17 | -0.6% | -$2,942 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $47.67万 | 0.17% | 1,411 | 1,411 | — | $47.67万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $46.54万 | 0.17% | 2,249 | 740 | 49.0% | $15.31万 | 加仓 |
| SHV | ISHARES TR | $43.06万 | 0.16% | 3,900 | 1 | 0.0% | $110 | 加仓 |
| AAPL | APPLE INC | $42.16万 | 0.15% | 1,661 | 108 | 7.0% | $2.74万 | 加仓 |
| MCO | MOODYS CORP | $41.66万 | 0.15% | 955 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $39.38万 | 0.14% | 6,958 | 278 | 4.2% | $1.57万 | 加仓 |
| ABBV | ABBVIE INC | $34.52万 | 0.13% | 1,587 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $33.56万 | 0.12% | 3,350 | -650 | -16.2% | -$6.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.87万 | 0.12% | 11,284 | -692 | -5.8% | -$2.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $32.27万 | 0.12% | 540 | 540 | — | $32.27万 | 新建仓 |
| TJX | TJX COS INC NEW | $31.83万 | 0.12% | 1,993 | -14 | -0.7% | -$2,236 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $30.54万 | 0.11% | 8,582 | -1,150 | -11.8% | -$4.09万 | 减仓 |
| ORCL | ORACLE CORP | $30.25万 | 0.11% | 2,056 | -50 | -2.4% | -$7,355 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.98万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $28.69万 | 0.10% | 895 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $28.55万 | 0.10% | 5,070 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $26.46万 | 0.10% | 921 | 15 | 1.7% | $4,310 | 加仓 |
| PULS | PGIM ETF TR | $25.46万 | 0.09% | 5,142 | 478 | 10.2% | $2.37万 | 加仓 |
| MCK | MCKESSON CORP | $24.75万 | 0.09% | 286 | 286 | — | $24.75万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $24.74万 | 0.09% | 862 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $23.88万 | 0.09% | 424 | 424 | — | $23.88万 | 新建仓 |
| NDAQ | NASDAQ INC | $22.18万 | 0.08% | 2,613 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $22.02万 | 0.08% | 2,129 | -3,246 | -60.4% | -$33.57万 | 减仓 |
| GOOGL | ALPHABET INC | $21.34万 | 0.08% | 742 | 742 | — | $21.34万 | 新建仓 |
| EMR | EMERSON ELEC CO | $20.96万 | 0.08% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $20.40万 | 0.07% | 8,127 | 8,127 | — | $20.40万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.11万 | 0.07% | 990 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -297 | -100.0% | -$159.05万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,031 | -100.0% | -$133.28万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,433 | -100.0% | -$98.55万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -577 | -100.0% | -$25.68万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -920 | -100.0% | -$24.68万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -667 | -100.0% | -$23.39万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -449 | -100.0% | -$21.25万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |