Ariadne Wealth Management, LP
SANTA BARBARA CA · SEC CIK 0002034793
$2.26亿2026Q2 申报市值
254持仓数
27.7%前十大占比 · 第一大 4.0%
34 / 38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
AAPL 加仓+$164.88万
VEA 新建仓+$118.37万
MUC 新建仓+$103.84万
ASML 新建仓+$100.86万
WESTERN ASSET IN 新建仓+$79.38万
2026Q2 卖出最多 按季末市值估算
SLV 清仓-$1,470.80万
GLD 清仓-$561.96万
MU 减仓-$101.00万
NVDA 减仓-$91.88万
MSFT 减仓-$74.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -215,850 | -100.0% | -$1,470.80万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -13,060 | -100.0% | -$561.96万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,822 | -100.0% | -$39.18万 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -23,646 | -100.0% | -$35.52万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,417 | -100.0% | -$34.44万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -3,148 | -100.0% | -$34.08万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -765 | -100.0% | -$33.08万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -184 | -100.0% | -$31.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -515 | -100.0% | -$31.13万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,427 | -100.0% | -$30.93万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -8,459 | -100.0% | -$30.78万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,686 | -100.0% | -$30.59万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -9,016 | -100.0% | -$28.86万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,747 | -100.0% | -$28.82万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,826 | -100.0% | -$28.36万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,563 | -100.0% | -$27.11万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -12,525 | -100.0% | -$27.08万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -856 | -100.0% | -$26.60万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,641 | -100.0% | -$26.19万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -441 | -100.0% | -$26.15万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -3,782 | -100.0% | -$25.14万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,639 | -100.0% | -$23.67万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,531 | -100.0% | -$23.42万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$23.06万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -5,531 | -100.0% | -$23.04万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -3,122 | -100.0% | -$23.02万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -759 | -100.0% | -$22.42万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,224 | -100.0% | -$22.30万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -408 | -100.0% | -$21.33万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -438 | -100.0% | -$21.03万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,156 | -100.0% | -$20.22万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,962 | -100.0% | -$20.22万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -4,319 | -100.0% | -$20.15万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,913 | -100.0% | -$20.00万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -10,298 | -100.0% | -$9.76万 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | 0.00% | 0 | -17,811 | -100.0% | -$4.42万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -10,950 | -100.0% | -$3.76万 | 清仓 |
| — | LUFAX HOLDING LTD | $0 | 0.00% | 0 | -12,292 | -100.0% | -$2.30万 | 清仓 |
| — | ALIGHT INC | $7,505 | 0.00% | 13,402 | 13,402 | — | $7,505 | 新建仓 |
| — | DEFINITIVE HEALTHCARE CORP | $1.05万 | 0.00% | 12,590 | 12,590 | — | $1.05万 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $2.60万 | 0.01% | 13,199 | -10,908 | -45.2% | -$2.15万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.87万 | 0.01% | 13,650 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $5.03万 | 0.02% | 11,957 | -607 | -4.8% | -$2,555 | 减仓 |
| — | JIAYIN GROUP INC | $5.34万 | 0.02% | 18,679 | 18,679 | — | $5.34万 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.57万 | 0.02% | 20,478 | -538 | -2.6% | -$1,463 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $6.70万 | 0.03% | 14,127 | 14,127 | — | $6.70万 | 新建仓 |
| ADT | ADT INC DEL | $7.57万 | 0.03% | 11,651 | 209 | 1.8% | $1,359 | 加仓 |
| LPL | LG DISPLAY CO LTD | $8.90万 | 0.04% | 22,882 | 22,882 | — | $8.90万 | 新建仓 |
| IHS | IHS HOLDING LIMITED | $10.95万 | 0.05% | 13,283 | 13,283 | — | $10.95万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $14.28万 | 0.06% | 15,780 | 15,780 | — | $14.28万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $15.38万 | 0.07% | 26,381 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $15.56万 | 0.07% | 10,652 | -794 | -6.9% | -$1.16万 | 重新持有 |
| ENIC | ENEL CHILE SA | $16.23万 | 0.07% | 36,060 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $16.33万 | 0.07% | 10,190 | 10,190 | — | $16.33万 | 新建仓 |
| — | YALLA GROUP LTD | $16.86万 | 0.07% | 30,709 | -153 | -0.5% | -$840 | 减仓 |
| EQIX | EQUINIX INC | $20.12万 | 0.09% | 193 | 193 | — | $20.12万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $20.29万 | 0.09% | 8,454 | 8,454 | — | $20.29万 | 新建仓 |
| SSL | SASOL LTD | $20.61万 | 0.09% | 20,987 | -9,337 | -30.8% | -$9.17万 | 减仓 |
| WMT | WALMART INC | $20.61万 | 0.09% | 1,820 | -1,125 | -38.2% | -$12.74万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $20.93万 | 0.09% | 2,733 | 2,733 | — | $20.93万 | 新建仓 |
| SNPS | SYNOPSYS INC | $21.01万 | 0.09% | 471 | 471 | — | $21.01万 | 新建仓 |
| WWD | WOODWARD INC | $21.14万 | 0.09% | 497 | -157 | -24.0% | -$6.68万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $21.27万 | 0.09% | 178 | -10 | -5.3% | -$1.19万 | 重新持有 |
| MTUM | ISHARES TR | $21.32万 | 0.09% | 622 | 622 | — | $21.32万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.33万 | 0.09% | 228 | -272 | -54.4% | -$25.45万 | 减仓 |
| SKM | SK TELECOM CO LTD | $21.44万 | 0.09% | 6,667 | -1,839 | -21.6% | -$5.91万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $21.73万 | 0.10% | 2,167 | 2,167 | — | $21.73万 | 新建仓 |
| IWM | ISHARES TR | $21.75万 | 0.10% | 724 | -109 | -13.1% | -$3.27万 | 减仓 |
| XEL | XCEL ENERGY INC | $21.94万 | 0.10% | 2,732 | 2,732 | — | $21.94万 | 新建仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $22.09万 | 0.10% | 9,250 | 9,250 | — | $22.09万 | 新建仓 |
| MCO | MOODYS CORP | $22.24万 | 0.10% | 491 | -140 | -22.2% | -$6.34万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $22.33万 | 0.10% | 3,187 | 72 | 2.3% | $5,045 | 重新持有 |
| HAUZ | DBX ETF TR | $22.42万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $22.49万 | 0.10% | 1,251 | -48 | -3.7% | -$8,630 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $22.55万 | 0.10% | 11,337 | -148 | -1.3% | -$2,944 | 减仓 |
| WIT | WIPRO LTD | $22.56万 | 0.10% | 100,269 | 76,581 | 323.3% | $17.23万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $22.66万 | 0.10% | 9,962 | -108 | -1.1% | -$2,457 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.12万 | 0.10% | 1,395 | 11 | 0.8% | $1,823 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $23.12万 | 0.10% | 698 | 2 | 0.3% | $663 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.29万 | 0.10% | 3,175 | -120 | -3.6% | -$8,802 | 重新持有 |
| KT | KT CORP | $23.30万 | 0.10% | 13,481 | 108 | 0.8% | $1,866 | 加仓 |
| AMGN | AMGEN INC | $23.61万 | 0.10% | 652 | -270 | -29.3% | -$9.78万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $24.09万 | 0.11% | 4,653 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $24.14万 | 0.11% | 1,964 | 131 | 7.1% | $1.61万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $24.17万 | 0.11% | 9,846 | 1,565 | 18.9% | $3.84万 | 加仓 |
| ARKF | ARK ETF TR | $24.20万 | 0.11% | 6,132 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $24.32万 | 0.11% | 4,666 | 11 | 0.2% | $573 | 加仓 |
| ABNB | AIRBNB INC | $24.37万 | 0.11% | 1,703 | -1,933 | -53.2% | -$27.66万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $24.52万 | 0.11% | 4,021 | 258 | 6.9% | $1.57万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.62万 | 0.11% | 695 | -130 | -15.8% | -$4.61万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.66万 | 0.11% | 729 | 729 | — | $24.66万 | 新建仓 |
| RIO | RIO TINTO PLC | $24.78万 | 0.11% | 2,610 | 1 | 0.0% | $95 | 加仓 |
| HSBC | HSBC HLDGS PLC | $24.84万 | 0.11% | 2,612 | 8 | 0.3% | $761 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $24.94万 | 0.11% | 787 | 787 | — | $24.94万 | 新建仓 |
| QUAL | ISHARES TR | $24.97万 | 0.11% | 1,138 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $25.13万 | 0.11% | 18,210 | -280 | -1.5% | -$3,864 | 减仓 |
| TER | TERADYNE INC | $25.21万 | 0.11% | 521 | -240 | -31.5% | -$11.61万 | 减仓 |
| SHOP | SHOPIFY INC | $25.26万 | 0.11% | 2,212 | 2,212 | — | $25.26万 | 新建仓 |
| UNM | UNUM GROUP | $25.69万 | 0.11% | 2,874 | 9 | 0.3% | $805 | 重新持有 |
| EWX | SPDR INDEX SHS FDS | $25.92万 | 0.11% | 3,488 | 0 | 0.0% | — | 不变 |