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
IYH ISHARES TR $00.00%0 -144,312-100.0% -$939.47万 清仓
SSO PROSHARES TR $00.00%0 —— — 申报中断
IDU ISHARES TR $00.00%0 -39,553-100.0% -$428.60万 清仓
ABT ABBOTT LABS $00.00%0 -8,522-100.0% -$106.77万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -5,945-100.0% -$105.67万 清仓
CIEN CIENA CORP $00.00%0 —— — 申报中断
MPLX MPLX LP $00.00%0 -14,528-100.0% -$77.54万 清仓
FIX COMFORT SYS USA INC $00.00%0 —— — 申报中断
CDE COEUR MNG INC $00.00%0 -38,549-100.0% -$68.73万 清仓
APH AMPHENOL CORP NEW $00.00%0 —— — 申报中断
APP APPLOVIN CORP $00.00%0 -912-100.0% -$61.45万 清仓
INTU INTUIT $00.00%0 -899-100.0% -$59.55万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -2,596-100.0% -$59.06万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -6,069-100.0% -$57.87万 清仓
PG PROCTER AND GAMBLE CO $00.00%0 —— — 申报中断
FSLR FIRST SOLAR INC $00.00%0 -2,084-100.0% -$54.44万 清仓
KMB KIMBERLY-CLARK CORP $00.00%0 -5,189-100.0% -$52.97万 清仓
KHC KRAFT HEINZ CO $00.00%0 -21,222-100.0% -$51.46万 清仓
POST POST HLDGS INC $00.00%0 -5,084-100.0% -$50.36万 清仓
CENX CENTURY ALUM CO $00.00%0 -12,639-100.0% -$49.52万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -3,028-100.0% -$48.25万 清仓
INCY INCYTE CORP $00.00%0 -4,605-100.0% -$45.48万 清仓
— ELECTRONIC ARTS INC $00.00%0 -2,119-100.0% -$43.30万 清仓
SHOO MADDEN STEVEN LTD $00.00%0 -9,994-100.0% -$41.62万 清仓
EPAM EPAM SYS INC $00.00%0 -1,995-100.0% -$40.87万 清仓
BFH BREAD FINANCIAL HOLDINGS INC $00.00%0 -5,437-100.0% -$40.25万 清仓
EFA ISHARES TR $00.00%0 -3,755-100.0% -$36.06万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -4,834-100.0% -$31.43万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -903-100.0% -$29.81万 清仓
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 —— — 申报中断
BLBD BLUE BIRD CORP $00.00%0 -5,918-100.0% -$27.81万 清仓
FHI FEDERATED HERMES INC $00.00%0 -5,143-100.0% -$26.78万 清仓
BXP BXP INC $00.00%0 -3,918-100.0% -$26.71万 清仓
DIOD DIODES INC $00.00%0 -5,284-100.0% -$26.07万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -3,955-100.0% -$25.74万 清仓
GE GE AEROSPACE $00.00%0 —— — 申报中断
NRG NRG ENERGY INC $00.00%0 -1,515-100.0% -$24.12万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -7,981-100.0% -$23.86万 清仓
ADSK AUTODESK INC $00.00%0 -799-100.0% -$23.65万 清仓
— REV GROUP INC $00.00%0 -3,810-100.0% -$23.19万 清仓
EBAY EBAY INC. $00.00%0 -2,655-100.0% -$23.13万 清仓
PHM PULTE GROUP INC $00.00%0 -1,927-100.0% -$22.65万 清仓
GFF GRIFFON CORP $00.00%0 -3,029-100.0% -$22.31万 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -7,605-100.0% -$22.26万 清仓
ARE ALEXANDRIA REAL ESTATE EQ IN $00.00%0 -4,331-100.0% -$21.51万 清仓
KR KROGER CO $00.00%0 -3,390-100.0% -$21.18万 清仓
VNT VONTIER CORPORATION $00.00%0 -5,670-100.0% -$21.08万 清仓
NDSN NORDSON CORP $00.00%0 -849-100.0% -$20.48万 清仓
VIPS VIPSHOP HLDGS LTD $00.00%0 -11,212-100.0% -$19.83万 清仓
ABR ARBOR REALTY TRUST INC $00.00%0 -18,443-100.0% -$14.31万 清仓
QS QUANTUMSCAPE CORP $00.00%0 -11,490-100.0% -$11.97万 清仓
— ASPIRE BIOPHARMA HLDGS INC $00.00%0 -125,000-100.0% -$1.65万 清仓
— SPERO THERAPEUTICS INC $7.02万0.03%30,000 00.0% — 不变
— VISTA GOLD CORP $7.25万0.03%37,000 37,000— $7.25万 新建仓
COTY COTY INC $15.79万0.06%78,562 78,562— $15.79万 新建仓
KRP KIMBELL RTY PARTNERS LP $16.35万0.06%11,300 00.0% — 不变
CROX CROCS INC $20.14万0.08%2,426 2,426— $20.14万 新建仓
FSK FS KKR CAP CORP $20.68万0.08%19,404 19,404— $20.68万 新建仓
UMAR INNOVATOR ETFS TRUST $20.73万0.08%5,216 5,216— $20.73万 新建仓
DLTR DOLLAR TREE INC $21.14万0.08%1,930 -3,776-66.2% -$41.35万 重新持有
GBCI GLACIER BANCORP INC NEW $21.26万0.08%4,760 00.0% — 不变
LTM LATAM AIRLINES GROUP SA $21.89万0.08%4,427 4,427— $21.89万 新建仓
AXON AXON ENTERPRISE INC $22.08万0.08%520 520— $22.08万 新建仓
— INNOVATOR ETFS TRUST $22.43万0.09%8,113 00.0% — 不变
WYNN WYNN RESORTS LTD $22.67万0.09%2,232 -1,794-44.6% -$18.22万 重新持有
JNJ JOHNSON & JOHNSON $22.68万0.09%928 928— $22.68万 新建仓
POWI POWER INTEGRATIONS INC $23.16万0.09%4,523 4,523— $23.16万 新建仓
R RYDER SYS INC $23.17万0.09%1,132 1,132— $23.17万 新建仓
VOD VODAFONE GROUP PLC $23.21万0.09%15,454 -1,525-9.0% -$2.29万 重新持有
FOX FOX CORP $23.71万0.09%4,466 94526.8% $5.02万 加仓
PEP PEPSICO INC $23.91万0.09%1,540 00.0% — 不变
JPM JPMORGAN CHASE & CO $24.18万0.09%822 9312.8% $2.74万 加仓
SMMT SUMMIT THERAPEUTICS INC $24.40万0.09%12,869 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $24.54万0.09%724 91.3% $3,050 加仓
MEDP MEDPACE HLDGS INC $24.54万0.09%511 -1,146-69.2% -$55.03万 减仓
PJAN INNOVATOR ETFS TRUST $24.90万0.10%5,398 00.0% — 不变
BJUL INNOVATOR ETFS TRUST $25.17万0.10%5,065 -355-6.5% -$1.76万 减仓
BOCT INNOVATOR ETFS TRUST $26.73万0.10%5,570 00.0% — 不变
SPTL SPDR SERIES TRUST $26.99万0.10%10,261 10,261— $26.99万 新建仓
— PGIM ROCK ETF TR $27.32万0.10%9,146 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $27.36万0.10%1,345 -11,235-89.3% -$228.55万 减仓
SPY STATE STR SPDR S&P 500 ETF T $27.39万0.10%420 -597-58.7% -$38.93万 减仓
PAAA PGIM ETF TR $27.56万0.11%5,363 -19,646-78.6% -$100.94万 减仓
— PGIM ROCK ETF TR $28.10万0.11%9,269 00.0% — 不变
— INNOVATOR ETFS TRUST $29.41万0.11%10,116 -565-5.3% -$1.64万 减仓
JAAA JANUS DETROIT STR TR $29.80万0.11%5,893 -16,333-73.5% -$82.60万 减仓
JNK SPDR SERIES TRUST $29.86万0.11%3,120 3,120— $29.86万 新建仓
— INNOVATOR ETFS TRUST $30.50万0.12%10,520 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $30.61万0.12%1,595 1,595— $30.61万 新建仓
IYW ISHARES TR $31.00万0.12%1,709 -47,356-96.5% -$859.13万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $31.54万0.12%2,587 00.0% — 不变
ILF ISHARES TR $32.18万0.12%9,061 9,061— $32.18万 新建仓
TSLA TESLA INC $34.09万0.13%917 -661,031-99.9% -$2.46亿 减仓
MAGS LISTED FDS TR $34.70万0.13%5,989 -390-6.1% -$2.26万 减仓
UBER UBER TECHNOLOGIES INC $35.07万0.13%4,876 -362-6.9% -$2.60万 减仓
SPDW SPDR INDEX SHS FDS $35.10万0.13%7,690 94914.1% $4.33万 加仓
LUV SOUTHWEST AIRLS CO $35.33万0.13%9,363 9,363— $35.33万 新建仓
FCX FREEPORT MCMORAN INC $36.59万0.14%6,225 6,225— $36.59万 新建仓
— INNOVATOR ETFS TRUST $36.70万0.14%12,747 00.0% — 不变
PJUL INNOVATOR ETFS TRUST $38.47万0.15%8,370 -370-4.2% -$1.70万 减仓