Three Seasons Wealth, LLC
SALT LAKE CITY UT · SEC CIK 0002044495
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $193.16万 | 0.74% | 17,077 | -56,921 | -76.9% | -$643.83万 | 减仓 |
| GOOGL | ALPHABET INC | $196.43万 | 0.75% | 6,831 | 2,065 | 43.3% | $59.38万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $201.61万 | 0.77% | 4,035 | -256 | -6.0% | -$12.79万 | 减仓 |
| AVGO | BROADCOM INC | $212.79万 | 0.81% | 6,875 | -2,362 | -25.6% | -$73.11万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $213.98万 | 0.82% | 29,057 | 4,338 | 17.5% | $31.95万 | 加仓 |
| SHOP | SHOPIFY INC | $219.32万 | 0.84% | 18,489 | 7,502 | 68.3% | $88.99万 | 加仓 |
| V | VISA INC | $220.03万 | 0.84% | 7,280 | -371 | -4.8% | -$11.21万 | 减仓 |
| IJK | ISHARES TR | $223.54万 | 0.85% | 22,216 | 22,216 | — | $223.54万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $231.97万 | 0.89% | 53,917 | -4,056 | -7.0% | -$17.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $233.61万 | 0.89% | 4,875 | -74 | -1.5% | -$3.55万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $243.57万 | 0.93% | 56,500 | -3,000 | -5.0% | -$12.93万 | 减仓 |
| TER | TERADYNE INC | $243.87万 | 0.93% | 8,226 | 3,594 | 77.6% | $106.55万 | 加仓 |
| EXEL | EXELIXIS INC | $255.28万 | 0.97% | 59,519 | 46,162 | 345.6% | $197.99万 | 加仓 |
| AMAT | APPLIED MATLS INC | $257.20万 | 0.98% | 7,525 | 5,770 | 328.8% | $197.21万 | 加仓 |
| ALB | ALBEMARLE CORP | $273.10万 | 1.04% | 15,178 | 9,013 | 146.2% | $162.17万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $303.05万 | 1.16% | 7,721 | -1,821 | -19.1% | -$71.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $306.12万 | 1.17% | 9,057 | -3,800 | -29.6% | -$128.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $316.16万 | 1.21% | 8,541 | -79,787 | -90.3% | -$2,953.48万 | 减仓 |
| AAPL | APPLE INC | $341.72万 | 1.30% | 13,465 | -481,000 | -97.3% | -$1.22亿 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $344.17万 | 1.31% | 125,334 | 15,861 | 14.5% | $43.55万 | 加仓 |
| IJS | ISHARES TR | $347.90万 | 1.33% | 29,371 | 24,163 | 464.0% | $286.21万 | 加仓 |
| IWM | ISHARES TR | $354.66万 | 1.35% | 14,301 | -17,760 | -55.4% | -$440.45万 | 减仓 |
| GOOG | ALPHABET INC | $358.57万 | 1.37% | 12,500 | -446 | -3.4% | -$12.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $388.96万 | 1.48% | 6,739 | -11,338 | -62.7% | -$654.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $396.78万 | 1.51% | 22,750 | 7,682 | 51.0% | $133.98万 | 加仓 |
| IYE | ISHARES TR | $419.02万 | 1.60% | 64,694 | 64,694 | — | $419.02万 | 新建仓 |
| IVV | ISHARES TR | $442.62万 | 1.69% | 6,776 | -515 | -7.1% | -$33.64万 | 减仓 |
| IYJ | ISHARES TR | $461.70万 | 1.76% | 31,293 | 31,293 | — | $461.70万 | 新建仓 |
| — | PROSHARES TR | $498.38万 | 1.90% | 66,230 | 66,230 | — | $498.38万 | 新建仓 |
| IYZ | ISHARES TR | $501.89万 | 1.92% | 127,642 | -164,940 | -56.4% | -$648.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $507.02万 | 1.94% | 23,704 | 2,608 | 12.4% | $55.78万 | 加仓 |
| IYM | ISHARES TR | $510.47万 | 1.95% | 29,017 | -4,273 | -12.8% | -$75.17万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $517.22万 | 1.97% | 126,584 | -4,192 | -3.2% | -$17.13万 | 减仓 |
| AMZN | AMAZON COM INC | $533.44万 | 2.04% | 25,613 | -1,454,608 | -98.3% | -$3.03亿 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $726.34万 | 2.77% | 143,518 | -7,027 | -4.7% | -$35.56万 | 重新持有 |
| GSST | GOLDMAN SACHS ETF TR | $746.14万 | 2.85% | 147,605 | 140,261 | 1,909.9% | $709.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $783.39万 | 2.99% | 85,486 | 2,379 | 2.9% | $21.80万 | 重新持有 |
| GLD | SPDR GOLD TR | $1,099.18万 | 4.20% | 25,545 | 1,538 | 6.4% | $66.18万 | 加仓 |
| SH | PROSHARES TR | $2,050.73万 | 7.83% | 540,662 | 540,662 | — | $2,050.73万 | 新建仓 |