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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $305.64万 | 0.28% | 10,088 | 6,851 | 211.6% | $207.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $346.05万 | 0.31% | 3,586 | -4,135 | -53.6% | -$399.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $369.42万 | 0.34% | 21,746 | 6,303 | 40.8% | $107.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $370.51万 | 0.34% | 51,496 | 30,315 | 143.1% | $218.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $380.32万 | 0.35% | 12,767 | 12,767 | — | $380.32万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $386.30万 | 0.35% | 4,502 | 3,220 | 251.2% | $276.30万 | 加仓 |
| SHOP | SHOPIFY INC | $411.63万 | 0.37% | 36,051 | 17,562 | 95.0% | $200.52万 | 加仓 |
| GOOG | ALPHABET INC | $418.31万 | 0.38% | 11,839 | -661 | -5.3% | -$23.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $422.62万 | 0.38% | 5,739 | -1,000 | -14.8% | -$73.64万 | 减仓 |
| INTC | INTEL CORP | $442.22万 | 0.40% | 31,671 | 4,859 | 18.1% | $67.85万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $451.06万 | 0.41% | 7,062 | 1,018 | 16.8% | $65.02万 | 加仓 |
| IVV | ISHARES TR | $492.84万 | 0.45% | 6,581 | -195 | -2.9% | -$14.60万 | 减仓 |
| SNDK | SANDISK CORP | $541.83万 | 0.49% | 2,383 | 1,397 | 141.7% | $317.64万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $560.15万 | 0.51% | 126,302 | -282 | -0.2% | -$1.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $640.35万 | 0.58% | 32,003 | 9,253 | 40.7% | $185.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $703.42万 | 0.64% | 6,094 | -2,963 | -32.7% | -$342.02万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $725.66万 | 0.66% | 143,497 | -21 | -0.0% | -$1,062 | 减仓 |
| BIL | SPDR SERIES TRUST | $743.59万 | 0.68% | 81,142 | -4,344 | -5.1% | -$39.81万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $761.65万 | 0.69% | 150,598 | 2,993 | 2.0% | $15.14万 | 加仓 |
| SSO | PROSHARES TR | $812.56万 | 0.74% | 120,593 | 17,528 | 17.0% | $118.10万 | 重新持有 |
| IYM | ISHARES TR | $1,040.61万 | 0.95% | 57,963 | 28,946 | 99.8% | $519.67万 | 加仓 |
| IYZ | ISHARES TR | $1,054.63万 | 0.96% | 249,263 | 121,621 | 95.3% | $514.58万 | 加仓 |
| IYW | ISHARES TR | $1,083.20万 | 0.99% | 42,945 | 41,236 | 2,412.9% | $1,040.10万 | 加仓 |
| GLD | SPDR GOLD TR | $1,195.32万 | 1.09% | 32,448 | 6,903 | 27.0% | $254.29万 | 加仓 |
| IYE | ISHARES TR | $1,911.68万 | 1.74% | 337,812 | 273,118 | 422.2% | $1,545.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,238.67万 | 2.95% | 86,823 | 78,282 | 916.5% | $2,920.08万 | 加仓 |
| AAPL | APPLE INC | $1.45亿 | 13.17% | 500,153 | 486,688 | 3,614.5% | $1.41亿 | 加仓 |
| TSLA | TESLA INC | $2.64亿 | 24.02% | 627,449 | 626,532 | 68,324.1% | $2.64亿 | 加仓 |
| AMZN | AMAZON COM INC | $3.52亿 | 32.01% | 1,475,695 | 1,450,082 | 5,661.5% | $3.46亿 | 加仓 |