Three Seasons Wealth, LLC
SALT LAKE CITY UT · SEC CIK 0002044495
$10.99亿2026Q2 申报市值
180持仓数
78.6%前十大占比 · 第一大 32.0%
35 / 49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
AMZN 加仓+$3.46亿
TSLA 加仓+$2.64亿
AAPL 加仓+$1.41亿
MSFT 加仓+$2,920.08万
IYE 加仓+$1,545.57万
2026Q2 卖出最多 按季末市值估算
SH 清仓-$2,050.73万
LRCX 减仓-$730.16万
PROSHARES TR 清仓-$498.38万
IYJ 清仓-$461.70万
STX 减仓-$399.03万
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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $0 | 0.00% | 0 | -540,662 | -100.0% | -$2,050.73万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -66,230 | -100.0% | -$498.38万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -31,293 | -100.0% | -$461.70万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -15,178 | -100.0% | -$273.10万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -22,216 | -100.0% | -$223.54万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -7,802 | -100.0% | -$145.64万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -6,876 | -100.0% | -$114.60万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -13,515 | -100.0% | -$104.24万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -10,889 | -100.0% | -$102.89万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -8,115 | -100.0% | -$95.93万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -14,419 | -100.0% | -$85.46万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -29,557 | -100.0% | -$81.87万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,545 | -100.0% | -$79.95万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -5,777 | -100.0% | -$79.91万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -6,781 | -100.0% | -$73.40万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,252 | -100.0% | -$72.69万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -5,841 | -100.0% | -$68.38万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$66.67万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -8,903 | -100.0% | -$66.33万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -4,658 | -100.0% | -$65.73万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -4,715 | -100.0% | -$64.79万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$64.29万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -25,369 | -100.0% | -$61.62万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,991 | -100.0% | -$59.31万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -9,315 | -100.0% | -$58.41万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -2,529 | -100.0% | -$53.59万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -4,139 | -100.0% | -$49.14万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -24,822 | -100.0% | -$46.24万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,897 | -100.0% | -$46.11万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -11,684 | -100.0% | -$45.56万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -859 | -100.0% | -$44.90万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -6,941 | -100.0% | -$42.37万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -8,016 | -100.0% | -$40.72万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$40.53万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,111 | -100.0% | -$39.72万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -294 | -100.0% | -$38.83万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -6,225 | -100.0% | -$36.59万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -9,363 | -100.0% | -$35.33万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,120 | -100.0% | -$29.86万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -511 | -100.0% | -$24.54万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$23.91万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -4,466 | -100.0% | -$23.71万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$23.17万 | 清仓 |
| POWI | POWER INTEGRATIONS INC | $0 | 0.00% | 0 | -4,523 | -100.0% | -$23.16万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,232 | -100.0% | -$22.67万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -4,427 | -100.0% | -$21.89万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,930 | -100.0% | -$21.14万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -19,404 | -100.0% | -$20.68万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -2,426 | -100.0% | -$20.14万 | 清仓 |
| — | SPERO THERAPEUTICS INC | $6.63万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | VISTA GOLD CORP | $7.07万 | 0.01% | 37,000 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.14万 | 0.01% | 10,794 | 10,794 | — | $10.14万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $16.84万 | 0.02% | 11,590 | 290 | 2.6% | $4,214 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $18.75万 | 0.02% | 12,869 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $19.86万 | 0.02% | 91,957 | 13,395 | 17.1% | $2.89万 | 加仓 |
| ATRC | ATRICURE INC | $20.01万 | 0.02% | 7,152 | 7,152 | — | $20.01万 | 新建仓 |
| KMPR | KEMPER CORP | $20.21万 | 0.02% | 7,495 | 7,495 | — | $20.21万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $20.51万 | 0.02% | 4,745 | 4,745 | — | $20.51万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.79万 | 0.02% | 5,423 | 5,423 | — | $20.79万 | 新建仓 |
| — | LEGGETT & PLATT INC | $21.85万 | 0.02% | 18,660 | 18,660 | — | $21.85万 | 新建仓 |
| UMAR | INNOVATOR ETFS TRUST | $22.04万 | 0.02% | 5,216 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $22.57万 | 0.02% | 1,280 | -3,784 | -74.7% | -$66.72万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $23.02万 | 0.02% | 8,113 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $23.45万 | 0.02% | 1,190 | 1,190 | — | $23.45万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $23.62万 | 0.02% | 930 | 2 | 0.2% | $508 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $24.55万 | 0.02% | 4,760 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $26.71万 | 0.02% | 5,398 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $27.38万 | 0.02% | 3,795 | -1,081 | -22.2% | -$7.80万 | 减仓 |
| QCOM | QUALCOMM INC | $27.42万 | 0.02% | 1,484 | -9,984 | -87.1% | -$184.49万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $27.51万 | 0.03% | 5,065 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $27.96万 | 0.03% | 5,453 | 90 | 1.7% | $4,614 | 加仓 |
| — | PGIM ROCK ETF TR | $28.21万 | 0.03% | 9,146 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.15万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $29.52万 | 0.03% | 5,847 | -46 | -0.8% | -$2,323 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $29.53万 | 0.03% | 5,570 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $29.75万 | 0.03% | 9,269 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.32万 | 0.03% | 10,116 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $31.36万 | 0.03% | 11,957 | 1,696 | 16.5% | $4.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.36万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $31.64万 | 0.03% | 10,520 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $33.05万 | 0.03% | 1,765 | 1,765 | — | $33.05万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $36.19万 | 0.03% | 2,587 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.37万 | 0.03% | 1,000 | 206 | 25.9% | $7.70万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $37.60万 | 0.03% | 12,747 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $37.98万 | 0.03% | 406 | -2 | -0.5% | -$1,871 | 减仓 |
| MAGS | LISTED FDS TR | $38.51万 | 0.04% | 5,989 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $40.71万 | 0.04% | 8,341 | -29 | -0.3% | -$1,415 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $40.82万 | 0.04% | 8,101 | 411 | 5.3% | $2.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.06万 | 0.04% | 13,583 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $43.51万 | 0.04% | 10,105 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $43.59万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $43.60万 | 0.04% | 1,332 | 510 | 62.0% | $16.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.65万 | 0.04% | 11,117 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $46.64万 | 0.04% | 397 | 397 | — | $46.64万 | 新建仓 |
| ABNB | AIRBNB INC | $47.32万 | 0.04% | 3,307 | -1,093 | -24.8% | -$15.64万 | 减仓 |
| APPF | APPFOLIO INC | $50.32万 | 0.05% | 3,138 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $53.66万 | 0.05% | 558 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $55.64万 | 0.05% | 5,227 | 5,227 | — | $55.64万 | 新建仓 |
| ILF | ISHARES TR | $56.48万 | 0.05% | 16,734 | 7,673 | 84.7% | $25.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $56.49万 | 0.05% | 285 | -458 | -61.6% | -$90.77万 | 重新持有 |