13F 机构持仓

Three Seasons Wealth, LLC

SALT LAKE CITY UT · SEC CIK 0002044495

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q1 申报市值
187持仓数
30.4%前十大占比 · 第一大 7.8%
43 / 45新建仓 / 清仓
申报市值走势$10.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SH 7.8%
GLD 4.2%
BIL 3.0%
GSST 2.8%
JPST 2.8%
AMZN 2.0%
PNOV 2.0%
IYM 1.9%
LRCX 1.9%
IYZ 1.9%

2026Q1 买入最多 按季末市值估算

SH 新建仓+$2,050.73万
GSST 加仓+$709.02万
PROSHARES TR 新建仓+$498.38万
IYJ 新建仓+$461.70万
IYE 新建仓+$419.02万

2026Q1 卖出最多 按季末市值估算

AMZN 减仓-$3.03亿
TSLA 减仓-$2.46亿
AAPL 减仓-$1.22亿
MSFT 减仓-$2,953.48万
IYH 清仓-$939.47万

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
ASML ASML HLDG NV $38.83万0.15%294 294— $38.83万 新建仓
EXR EXTRA SPACE STORAGE INC $39.34万0.15%3,000 00.0% — 不变
FDX FEDEX CORP $39.72万0.15%1,111 1,111— $39.72万 新建仓
— INNOVATOR ETFS TRUST $39.88万0.15%13,583 00.0% — 不变
PFEB INNOVATOR ETFS TRUST $40.52万0.15%10,105 -1,500-12.9% -$6.02万 减仓
VTRS VIATRIS INC $40.53万0.15%30,000 30,000— $40.53万 新建仓
COST COSTCO WHOLESALE CORPORATION $40.65万0.16%408 -44-9.7% -$4.38万 减仓
MRNA MODERNA INC $40.72万0.16%8,016 8,016— $40.72万 新建仓
— INNOVATOR ETFS TRUST $41.43万0.16%11,117 00.0% — 不变
— UNITED STS GASOLINE FD LP $42.27万0.16%4,090 4,090— $42.27万 新建仓
BKR BAKER HUGHES COMPANY $42.37万0.16%6,941 6,941— $42.37万 新建仓
ULTA ULTA BEAUTY INC $44.90万0.17%859 567.0% $2.93万 重新持有
HAL HALLIBURTON CO $45.56万0.17%11,684 11,684— $45.56万 新建仓
MRK MERCK & CO INC $46.09万0.18%3,805 1082.9% $1.31万 加仓
ADBE ADOBE INC $46.11万0.18%1,897 -3,004-61.3% -$73.02万 减仓
HL HECLA MINING COMPANY $46.24万0.18%24,822 24,822— $46.24万 新建仓
DG DOLLAR GEN CORP $49.14万0.19%4,139 4,139— $49.14万 新建仓
APPF APPFOLIO INC $49.52万0.19%3,138 00.0% — 不变
NVS NOVARTIS AG $51.94万0.20%3,400 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $53.59万0.20%2,529 1,409125.8% $29.86万 加仓
BLK BLACKROCK INC $53.66万0.20%558 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $53.96万0.21%1,942 1,942— $53.96万 新建仓
GWW WW GRAINGER INC $54.76万0.21%502 502— $54.76万 新建仓
SRRK SCHOLAR ROCK HLDG CORP $54.80万0.21%11,148 1801.6% $8,849 加仓
ABNB AIRBNB INC $55.56万0.21%4,400 -1,046-19.2% -$13.21万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $58.41万0.22%9,315 9,315— $58.41万 新建仓
ACN ACCENTURE PLC IRELAND $59.31万0.23%2,991 -390-11.5% -$7.73万 减仓
IMCB ISHARES TR $59.82万0.23%7,170 3094.5% $2.58万 加仓
BSEP INNOVATOR ETFS TRUST $60.54万0.23%12,590 00.0% — 不变
FNX FIRST TR EXCHANGE-TRADED ALP $60.74万0.23%4,736 00.0% — 不变
LQD ISHARES TR $60.81万0.23%5,579 1,32831.2% $14.47万 加仓
IVZ INVESCO LTD $61.62万0.24%25,369 25,369— $61.62万 新建仓
PSEP INNOVATOR ETFS TRUST $61.80万0.24%14,352 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $62.15万0.24%25,609 25,609— $62.15万 新建仓
SNDK SANDISK CORP $62.64万0.24%986 986— $62.64万 新建仓
— PGIM ROCK ETF TR $62.94万0.24%20,953 00.0% — 不变
KO COCA COLA CO $63.01万0.24%8,228 00.0% — 不变
BDEC INNOVATOR ETFS TRUST $63.72万0.24%13,275 -408-3.0% -$1.96万 减仓
ETN EATON CORP PLC $64.20万0.25%1,795 372.1% $1.32万 加仓
CMI CUMMINS INC $64.29万0.25%1,195 691137.1% $37.18万 加仓
BFEB INNOVATOR ETFS TRUST $64.47万0.25%13,515 00.0% — 不变
— DUPONT DE NEMOURS INC $64.79万0.25%14,146 14,146— $64.79万 新建仓
TPR TAPESTRY INC $65.73万0.25%4,658 -11,963-72.0% -$168.81万 重新持有
GM GENERAL MTRS CO $66.33万0.25%8,903 5,786185.6% $43.11万 加仓
HII HUNTINGTON INGALLS INDS INC $66.67万0.25%1,755 916109.2% $34.80万 加仓
SPYM SPDR SERIES TRUST $67.22万0.26%8,782 1,41619.2% $10.84万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $67.90万0.26%7,353 -655-8.2% -$6.05万 减仓
ECHO ECHOSTAR CORP $68.38万0.26%5,841 -2,001-25.5% -$23.43万 减仓
AMKR AMKOR TECHNOLOGY INC $70.39万0.27%15,632 15,632— $70.39万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.27%1 00.0% — 不变
PSX PHILLIPS 66 $72.11万0.28%3,958 1323.5% $2.40万 加仓
AON AON PLC $72.69万0.28%2,252 -178-7.3% -$5.75万 减仓
NEM NEWMONT CORP $73.40万0.28%6,781 -50-0.7% -$5,412 减仓
ISRG INTUITIVE SURGICAL INC $73.94万0.28%1,604 52949.2% $24.39万 加仓
QQQM INVESCO EXCH TRADED FD TR II $76.92万0.29%3,237 1,742116.5% $41.39万 加仓
IDXX IDEXX LABS INC $78.33万0.30%1,394 -890-39.0% -$50.01万 减仓
MZTI MARZETTI COMPANY $79.91万0.30%5,777 5,777— $79.91万 新建仓
COR CENCORA INC $79.95万0.31%2,545 2,545— $79.95万 新建仓
ROIV ROIVANT SCIENCES LTD $81.87万0.31%29,557 29,557— $81.87万 新建仓
KLAC KLA CORP $82.01万0.31%557 10523.2% $15.46万 加仓
SBUX STARBUCKS CORP $84.00万0.32%9,376 30.0% $269 加仓
PBH PRESTIGE CONSMR HEALTHCARE I $85.46万0.33%14,419 5,84668.2% $34.65万 加仓
GLW CORNING INC $86.99万0.33%6,398 -13,590-68.0% -$184.78万 减仓
IBIT ISHARES BITCOIN TRUST ETF $87.82万0.34%22,858 5,85034.4% $22.48万 加仓
— INNOVATOR ETFS TRUST $88.33万0.34%33,056 00.0% — 不变
LITE LUMENTUM HLDGS INC $90.09万0.34%1,282 -1,817-58.6% -$127.69万 减仓
IJR ISHARES TR $90.95万0.35%7,317 -314-4.1% -$3.90万 减仓
MSCI MSCI INC $93.57万0.36%1,736 -143-7.6% -$7.71万 减仓
CAH CARDINAL HEALTH INC $94.37万0.36%4,466 2,750160.3% $58.11万 加仓
ZTS ZOETIS INC $95.93万0.37%8,115 -1,666-17.0% -$19.69万 减仓
MPWR MONOLITHIC PWR SYS INC $96.28万0.37%879 609225.6% $66.71万 加仓
PDEC INNOVATOR ETFS TRUST $97.54万0.37%22,950 00.0% — 不变
PCRX PACIRA BIOSCIENCES INC $99.07万0.38%43,835 20,50487.9% $46.34万 加仓
HQY HEALTHEQUITY INC $100.00万0.38%11,966 6,445116.7% $53.86万 加仓
CVX CHEVRON CORPORATION $101.28万0.39%4,895 1533.2% $3.17万 加仓
LNTH LANTHEUS HLDGS INC $102.36万0.39%13,495 3,89340.5% $29.53万 加仓
NFG NATIONAL FUEL GAS CO $102.89万0.39%10,889 10,889— $102.89万 新建仓
SFM SPROUTS FMRS MKT INC $104.24万0.40%13,515 6,978106.7% $53.82万 加仓
CAT CATERPILLAR INC $105.21万0.40%1,485 29524.8% $20.90万 加仓
CSGP COSTAR GROUP INC $107.48万0.41%26,644 18,858242.2% $76.07万 加仓
SNPS SYNOPSYS INC $110.54万0.42%2,788 1,08263.4% $42.90万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $110.94万0.42%7,197 -458-6.0% -$7.06万 减仓
NFLX NETFLIX INC. $114.22万0.44%11,879 -4,600-27.9% -$44.23万 减仓
CHRW C H ROBINSON WORLDWIDE IN $114.60万0.44%6,876 3,31693.1% $55.27万 加仓
META META PLATFORMS INC $117.52万0.45%2,054 22112.1% $12.64万 加仓
INTC INTEL CORP $118.32万0.45%26,812 -24,251-47.5% -$107.02万 减仓
EEM ISHARES TR $127.10万0.49%22,380 2,79114.2% $15.85万 加仓
NOW SERVICENOW INC $135.37万0.52%12,948 5,54774.9% $57.99万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $138.11万0.53%8,693 -29-0.3% -$4,607 减仓
BMY BRISTOL-MYERS SQUIBB CO $141.98万0.54%23,409 7,24444.8% $43.93万 加仓
MO ALTRIA GROUP INC $142.01万0.54%21,181 7,43754.1% $49.86万 加仓
IJH ISHARES TR $143.70万0.55%21,280 -2,093-9.0% -$14.13万 减仓
CRM SALESFORCE INC $145.64万0.56%7,802 6,727625.8% $125.57万 加仓
QCOM QUALCOMM INC $147.68万0.56%11,468 11,468— $147.68万 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $156.44万0.60%13,107 -972-6.9% -$11.60万 减仓
EXPE EXPEDIA GROUP INC $160.35万0.61%6,945 6,002636.5% $138.58万 加仓
WDC WESTERN DIGITAL CORP $163.48万0.62%6,044 -2,324-27.8% -$62.86万 减仓
LLY ELI LILLY & CO $176.41万0.67%1,918 -75-3.8% -$6.90万 减仓
ORCL ORACLE CORP $186.22万0.71%12,658 -3,632-22.3% -$53.43万 减仓
ANET ARISTA NETWORKS INC $189.61万0.72%15,443 7,34290.6% $90.15万 加仓