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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED STS GASOLINE FD LP | $56.85万 | 0.05% | 5,521 | 1,431 | 35.0% | $14.73万 | 加仓 |
| TLT | ISHARES TR | $57.22万 | 0.05% | 6,621 | 6,621 | — | $57.22万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.35万 | 0.05% | 1,442 | -162 | -10.1% | -$6.44万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.81万 | 0.05% | 17,366 | -5,492 | -24.0% | -$18.28万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.24万 | 0.05% | 2,737 | 1,142 | 71.6% | $24.30万 | 加仓 |
| CSGP | COSTAR GROUP INC | $58.98万 | 0.05% | 20,828 | -5,816 | -21.8% | -$16.47万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.71万 | 0.05% | 24,733 | -876 | -3.4% | -$2.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.84万 | 0.05% | 1,253 | 529 | 73.1% | $25.26万 | 加仓 |
| NVS | NOVARTIS AG | $60.45万 | 0.06% | 3,857 | 457 | 13.4% | $7.16万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $60.87万 | 0.06% | 11,068 | -80 | -0.7% | -$4,400 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $64.53万 | 0.06% | 24,205 | -101,129 | -80.7% | -$269.61万 | 减仓 |
| IMCB | ISHARES TR | $65.43万 | 0.06% | 6,776 | -394 | -5.5% | -$3.80万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $66.09万 | 0.06% | 14,352 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $66.39万 | 0.06% | 12,590 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $66.87万 | 0.06% | 8,228 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $66.88万 | 0.06% | 20,953 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $66.91万 | 0.06% | 3,958 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $69.31万 | 0.06% | 4,736 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $69.77万 | 0.06% | 6,827 | -2,549 | -27.2% | -$26.05万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $70.38万 | 0.06% | 7,271 | -82 | -1.1% | -$7,937 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $70.63万 | 0.06% | 13,275 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $70.79万 | 0.06% | 2,719 | 2,719 | — | $70.79万 | 新建仓 |
| MSCI | MSCI INC | $71.07万 | 0.06% | 1,269 | -467 | -26.9% | -$26.15万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $71.15万 | 0.06% | 13,515 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $73.99万 | 0.07% | 11,526 | 11,526 | — | $73.99万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $76.49万 | 0.07% | 1,795 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $76.81万 | 0.07% | 17,027 | 4,988 | 41.4% | $22.50万 | 重新持有 |
| VICR | VICOR CORP | $77.06万 | 0.07% | 2,029 | 2,029 | — | $77.06万 | 新建仓 |
| JBL | JABIL INC | $78.14万 | 0.07% | 2,027 | 2,027 | — | $78.14万 | 新建仓 |
| PWR | QUANTA SVCS INC | $79.13万 | 0.07% | 1,099 | 1,099 | — | $79.13万 | 新建仓 |
| IVW | ISHARES TR | $79.15万 | 0.07% | 5,755 | -11,322 | -66.3% | -$155.71万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $79.50万 | 0.07% | 2,271 | 2,271 | — | $79.50万 | 新建仓 |
| IDXX | IDEXX LABS INC | $79.81万 | 0.07% | 1,516 | 122 | 8.8% | $6.42万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $80.47万 | 0.07% | 4,303 | 4,303 | — | $80.47万 | 新建仓 |
| TER | TERADYNE INC | $81.09万 | 0.07% | 1,676 | -6,550 | -79.6% | -$316.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $81.47万 | 0.07% | 4,915 | 20 | 0.4% | $3,315 | 加仓 |
| SPYM | SPDR SERIES TRUST | $81.49万 | 0.07% | 9,273 | 491 | 5.6% | $4.32万 | 加仓 |
| FLEX | FLEX LTD | $82.23万 | 0.07% | 5,074 | 5,074 | — | $82.23万 | 新建仓 |
| NFLX | NETFLIX INC. | $83.39万 | 0.08% | 11,679 | -200 | -1.7% | -$1.43万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $83.40万 | 0.08% | 2,491 | 2,491 | — | $83.40万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $83.71万 | 0.08% | 4,744 | 4,744 | — | $83.71万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $84.24万 | 0.08% | 8,910 | 8,910 | — | $84.24万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $85.42万 | 0.08% | 10,819 | 10,819 | — | $85.42万 | 新建仓 |
| COHR | COHERENT CORP | $86.31万 | 0.08% | 2,188 | 2,188 | — | $86.31万 | 新建仓 |
| SNPS | SYNOPSYS INC | $86.85万 | 0.08% | 1,947 | -841 | -30.2% | -$37.51万 | 减仓 |
| KLAC | KLA CORP | $88.37万 | 0.08% | 2,929 | -2,641 | -47.4% | -$79.68万 | 减仓 |
| TXN | TEXAS INSTRS INC | $88.47万 | 0.08% | 2,968 | 2,968 | — | $88.47万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $91.10万 | 0.08% | 33,056 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $92.24万 | 0.08% | 678 | 176 | 35.1% | $23.94万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $93.15万 | 0.08% | 2,482 | 540 | 27.8% | $20.27万 | 加仓 |
| FTNT | FORTINET INC | $97.03万 | 0.09% | 6,316 | 6,316 | — | $97.03万 | 新建仓 |
| NOW | SERVICENOW INC | $98.20万 | 0.09% | 9,891 | -3,057 | -23.6% | -$30.35万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $98.46万 | 0.09% | 6,270 | 6,270 | — | $98.46万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $99.93万 | 0.09% | 2,316 | 2,316 | — | $99.93万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $105.32万 | 0.10% | 22,950 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $109.02万 | 0.10% | 7,351 | 34 | 0.5% | $5,042 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $112.33万 | 0.10% | 13,027 | -2,605 | -16.7% | -$22.46万 | 减仓 |
| CAT | CATERPILLAR INC | $122.25万 | 0.11% | 1,148 | -337 | -22.7% | -$35.89万 | 减仓 |
| GLW | CORNING INC | $126.11万 | 0.11% | 4,937 | -1,461 | -22.8% | -$37.32万 | 减仓 |
| GOOGL | ALPHABET INC | $130.65万 | 0.12% | 3,656 | -3,175 | -46.5% | -$113.46万 | 减仓 |
| META | META PLATFORMS INC | $134.12万 | 0.12% | 2,381 | 327 | 15.9% | $18.42万 | 加仓 |
| ORCL | ORACLE CORP | $136.59万 | 0.12% | 9,320 | -3,338 | -26.4% | -$48.92万 | 减仓 |
| LQD | ISHARES TR | $137.05万 | 0.12% | 12,565 | 6,986 | 125.2% | $76.20万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $139.46万 | 0.13% | 7,197 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $143.34万 | 0.13% | 38,731 | 38,731 | — | $143.34万 | 新建仓 |
| CIEN | CIENA CORP | $146.43万 | 0.13% | 2,985 | -1,252 | -29.5% | -$61.42万 | 重新持有 |
| VVX | V2X INC | $148.81万 | 0.14% | 19,958 | 19,958 | — | $148.81万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $151.32万 | 0.14% | 2,093 | -5,432 | -72.2% | -$392.73万 | 减仓 |
| HQY | HEALTHEQUITY INC | $153.36万 | 0.14% | 16,980 | 5,014 | 41.9% | $45.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $154.81万 | 0.14% | 2,665 | 1,320 | 98.1% | $76.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $155.03万 | 0.14% | 10,572 | 6,576 | 164.6% | $96.43万 | 重新持有 |
| IJH | ISHARES TR | $155.93万 | 0.14% | 20,222 | -1,058 | -5.0% | -$8.16万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $159.68万 | 0.15% | 62,942 | 19,107 | 43.6% | $48.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $159.84万 | 0.15% | 2,327 | 2,327 | — | $159.84万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $162.70万 | 0.15% | 1,177 | 298 | 33.9% | $41.19万 | 加仓 |
| EXEL | EXELIXIS INC | $167.66万 | 0.15% | 30,814 | -28,705 | -48.2% | -$156.18万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $170.10万 | 0.15% | 15,333 | 1,838 | 13.6% | $20.39万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $170.13万 | 0.15% | 7,832 | -861 | -9.9% | -$18.70万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $177.72万 | 0.16% | 7,481 | 3,015 | 67.5% | $71.62万 | 加仓 |
| IJT | ISHARES TR | $180.90万 | 0.16% | 10,129 | 10,129 | — | $180.90万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $183.53万 | 0.17% | 12,719 | -388 | -3.0% | -$5.60万 | 减仓 |
| MRK | MERCK & CO INC | $193.34万 | 0.18% | 15,046 | 11,241 | 295.4% | $144.45万 | 加仓 |
| AVGO | BROADCOM INC | $196.58万 | 0.18% | 5,204 | -1,671 | -24.3% | -$63.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $200.46万 | 0.18% | 3,903 | -132 | -3.3% | -$6.78万 | 减仓 |
| V | VISA INC | $201.98万 | 0.18% | 5,887 | -1,393 | -19.1% | -$47.79万 | 减仓 |
| FTI | TECHNIPFMC PLC | $211.12万 | 0.19% | 31,843 | 31,843 | — | $211.12万 | 新建仓 |
| LLY | ELI LILLY & CO | $217.10万 | 0.20% | 1,810 | -108 | -5.6% | -$12.95万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $219.12万 | 0.20% | 165,685 | 150,231 | 972.1% | $198.68万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $219.23万 | 0.20% | 14,055 | 14,055 | — | $219.23万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $220.03万 | 0.20% | 38,187 | 14,778 | 63.1% | $85.15万 | 加仓 |
| EEM | ISHARES TR | $221.01万 | 0.20% | 32,306 | 9,926 | 44.4% | $67.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.33万 | 0.21% | 4,583 | -292 | -6.0% | -$14.61万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $257.78万 | 0.23% | 53,917 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $262.22万 | 0.24% | 56,500 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $265.91万 | 0.24% | 10,392 | 3,447 | 49.6% | $88.20万 | 加仓 |
| IJS | ISHARES TR | $272.66万 | 0.25% | 19,949 | -9,422 | -32.1% | -$128.78万 | 减仓 |
| IWM | ISHARES TR | $277.86万 | 0.25% | 9,248 | -5,053 | -35.3% | -$151.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $283.81万 | 0.26% | 38,661 | 9,604 | 33.1% | $70.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $297.00万 | 0.27% | 6,854 | -16,850 | -71.1% | -$730.16万 | 减仓 |