AUCTUS ADVISORS LLC
CHARLOTTE NC · SEC CIK 0002042516
$1.05亿2026Q1 申报市值
29持仓数
93.5%前十大占比 · 第一大 41.8%
3 / 0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
WFC 加仓+$107.88万
JPST 新建仓+$105.41万
WINN 加仓+$92.55万
NKE 新建仓+$63.91万
COF 新建仓+$45.61万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$118.60万
PVAL 减仓-$32.04万
JPM 减仓-$23.74万
COST 减仓-$15.44万
AMZN 减仓-$10.46万
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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $4,406.22万 | 41.80% | 949,617 | -6,905 | -0.7% | -$32.04万 | 减仓 |
| WINN | HARBOR ETF TRUST | $3,807.91万 | 36.13% | 1,373,308 | 33,378 | 2.5% | $92.55万 | 加仓 |
| AAPL | APPLE INC | $973.16万 | 9.23% | 38,345 | -4,673 | -10.9% | -$118.60万 | 减仓 |
| WFC | WELLS FARGO & CO | $137.12万 | 1.30% | 17,223 | 13,551 | 369.0% | $107.88万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $105.41万 | 1.00% | 20,828 | 20,828 | — | $105.41万 | 新建仓 |
| GLD | SPDR GOLD TR | $102.45万 | 0.97% | 2,381 | 15 | 0.6% | $6,454 | 加仓 |
| GOOG | ALPHABET INC | $87.64万 | 0.83% | 3,055 | 102 | 3.5% | $2.93万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $85.23万 | 0.81% | 10,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $84.77万 | 0.80% | 2,290 | -103 | -4.3% | -$3.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.35万 | 0.67% | 1,468 | 1 | 0.1% | $479 | 加仓 |
| NKE | NIKE INC | $63.91万 | 0.61% | 12,099 | 12,099 | — | $63.91万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $54.05万 | 0.51% | 3,099 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $51.04万 | 0.48% | 13,284 | 311 | 2.4% | $1.19万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $45.61万 | 0.43% | 2,500 | 2,500 | — | $45.61万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.16万 | 0.43% | 15,502 | 3,444 | 28.6% | $10.03万 | 加仓 |
| OC | OWENS CORNING NEW | $44.99万 | 0.43% | 4,157 | -240 | -5.5% | -$2.60万 | 减仓 |
| IEFA | ISHARES TR | $43.75万 | 0.42% | 4,833 | -562 | -10.4% | -$5.09万 | 减仓 |
| GOOGL | ALPHABET INC | $35.72万 | 0.34% | 1,242 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $35.59万 | 0.34% | 1,150 | -250 | -17.9% | -$7.74万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.36万 | 0.33% | 8,076 | 114 | 1.4% | $4,850 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.27万 | 0.33% | 1,165 | -807 | -40.9% | -$23.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.30万 | 0.28% | 11,429 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.92万 | 0.27% | 1,007 | -86 | -7.9% | -$2.47万 | 减仓 |
| META | META PLATFORMS INC | $28.55万 | 0.27% | 499 | -33 | -6.2% | -$1.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.40万 | 0.27% | 285 | -155 | -35.2% | -$15.44万 | 减仓 |
| AMZN | AMAZON COM INC | $24.72万 | 0.23% | 1,187 | -502 | -29.7% | -$10.46万 | 减仓 |
| IJH | ISHARES TR | $24.29万 | 0.23% | 3,597 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $21.17万 | 0.20% | 772 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $6.48万 | 0.06% | 15,548 | -16,125 | -50.9% | -$6.72万 | 减仓 |