13F 机构持仓

Three Seasons Wealth, LLC

SALT LAKE CITY UT · SEC CIK 0002044495

2026Q22026Q1 更早 9 个季度 🔒
$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
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

AMZN 32.0%
TSLA 24.0%
AAPL 13.2%
MSFT 2.9%
IYE 1.7%
GLD 1.1%
IYW 1.0%
IYZ 1.0%
IYM 0.9%
SSO 0.7%

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
SH PROSHARES TR $00.00%0 -540,662-100.0% -$2,050.73万 清仓
— PROSHARES TR $00.00%0 -66,230-100.0% -$498.38万 清仓
IYJ ISHARES TR $00.00%0 -31,293-100.0% -$461.70万 清仓
ALB ALBEMARLE CORP $00.00%0 -15,178-100.0% -$273.10万 清仓
IJK ISHARES TR $00.00%0 -22,216-100.0% -$223.54万 清仓
CRM SALESFORCE INC $00.00%0 -7,802-100.0% -$145.64万 清仓
CHRW C H ROBINSON WORLDWIDE IN $00.00%0 -6,876-100.0% -$114.60万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -13,515-100.0% -$104.24万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 -10,889-100.0% -$102.89万 清仓
ZTS ZOETIS INC $00.00%0 -8,115-100.0% -$95.93万 清仓
PBH PRESTIGE CONSMR HEALTHCARE I $00.00%0 -14,419-100.0% -$85.46万 清仓
ROIV ROIVANT SCIENCES LTD $00.00%0 -29,557-100.0% -$81.87万 清仓
COR CENCORA INC $00.00%0 -2,545-100.0% -$79.95万 清仓
MZTI MARZETTI COMPANY $00.00%0 -5,777-100.0% -$79.91万 清仓
NEM NEWMONT CORP $00.00%0 -6,781-100.0% -$73.40万 清仓
AON AON PLC $00.00%0 -2,252-100.0% -$72.69万 清仓
ECHO ECHOSTAR CORP $00.00%0 -5,841-100.0% -$68.38万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -1,755-100.0% -$66.67万 清仓
GM GENERAL MTRS CO $00.00%0 -8,903-100.0% -$66.33万 清仓
TPR TAPESTRY INC $00.00%0 -4,658-100.0% -$65.73万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -4,715-100.0% -$64.79万 清仓
CMI CUMMINS INC $00.00%0 -1,195-100.0% -$64.29万 清仓
IVZ INVESCO LTD $00.00%0 -25,369-100.0% -$61.62万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -2,991-100.0% -$59.31万 清仓
ARWR ARROWHEAD PHARMACEUTICALS IN $00.00%0 -9,315-100.0% -$58.41万 清仓
JBHT HUNT J B TRANS SVCS INC $00.00%0 -2,529-100.0% -$53.59万 清仓
DG DOLLAR GEN CORP $00.00%0 -4,139-100.0% -$49.14万 清仓
HL HECLA MINING COMPANY $00.00%0 -24,822-100.0% -$46.24万 清仓
ADBE ADOBE INC $00.00%0 -1,897-100.0% -$46.11万 清仓
HAL HALLIBURTON CO $00.00%0 -11,684-100.0% -$45.56万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -859-100.0% -$44.90万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -6,941-100.0% -$42.37万 清仓
MRNA MODERNA INC $00.00%0 -8,016-100.0% -$40.72万 清仓
VTRS VIATRIS INC $00.00%0 -30,000-100.0% -$40.53万 清仓
FDX FEDEX CORP $00.00%0 -1,111-100.0% -$39.72万 清仓
ASML ASML HLDG NV $00.00%0 -294-100.0% -$38.83万 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -6,225-100.0% -$36.59万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -9,363-100.0% -$35.33万 清仓
JNK SPDR SERIES TRUST $00.00%0 -3,120-100.0% -$29.86万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -511-100.0% -$24.54万 清仓
PEP PEPSICO INC $00.00%0 -1,540-100.0% -$23.91万 清仓
FOX FOX CORP $00.00%0 -4,466-100.0% -$23.71万 清仓
R RYDER SYS INC $00.00%0 -1,132-100.0% -$23.17万 清仓
POWI POWER INTEGRATIONS INC $00.00%0 -4,523-100.0% -$23.16万 清仓
WYNN WYNN RESORTS LTD $00.00%0 -2,232-100.0% -$22.67万 清仓
LTM LATAM AIRLINES GROUP SA $00.00%0 -4,427-100.0% -$21.89万 清仓
DLTR DOLLAR TREE INC $00.00%0 -1,930-100.0% -$21.14万 清仓
FSK FS KKR CAP CORP $00.00%0 -19,404-100.0% -$20.68万 清仓
CROX CROCS INC $00.00%0 -2,426-100.0% -$20.14万 清仓
— SPERO THERAPEUTICS INC $6.63万0.01%30,000 00.0% — 不变
— VISTA GOLD CORP $7.07万0.01%37,000 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $10.14万0.01%10,794 10,794— $10.14万 新建仓
KRP KIMBELL RTY PARTNERS LP $16.84万0.02%11,590 2902.6% $4,214 加仓
SMMT SUMMIT THERAPEUTICS INC $18.75万0.02%12,869 00.0% — 不变
COTY COTY INC $19.86万0.02%91,957 13,39517.1% $2.89万 加仓
ATRC ATRICURE INC $20.01万0.02%7,152 7,152— $20.01万 新建仓
KMPR KEMPER CORP $20.21万0.02%7,495 7,495— $20.21万 新建仓
PJUN INNOVATOR ETFS TRUST $20.51万0.02%4,745 4,745— $20.51万 新建仓
TXG 10X GENOMICS INC $20.79万0.02%5,423 5,423— $20.79万 新建仓
— LEGGETT & PLATT INC $21.85万0.02%18,660 18,660— $21.85万 新建仓
UMAR INNOVATOR ETFS TRUST $22.04万0.02%5,216 00.0% — 不变
APH AMPHENOL CORP $22.57万0.02%1,280 -3,784-74.7% -$66.72万 重新持有
— INNOVATOR ETFS TRUST $23.02万0.02%8,113 00.0% — 不变
ATI ATI INC $23.45万0.02%1,190 1,190— $23.45万 新建仓
JNJ JOHNSON & JOHNSON $23.62万0.02%930 20.2% $508 加仓
GBCI GLACIER BANCORP INC NEW $24.55万0.02%4,760 00.0% — 不变
PJAN INNOVATOR ETFS TRUST $26.71万0.02%5,398 00.0% — 不变
UBER UBER TECHNOLOGIES INC $27.38万0.02%3,795 -1,081-22.2% -$7.80万 减仓
QCOM QUALCOMM INC $27.42万0.02%1,484 -9,984-87.1% -$184.49万 减仓
BJUL INNOVATOR ETFS TRUST $27.51万0.03%5,065 00.0% — 不变
PAAA PGIM ETF TR $27.96万0.03%5,453 901.7% $4,614 加仓
— PGIM ROCK ETF TR $28.21万0.03%9,146 00.0% — 不变
AXON AXON ENTERPRISE INC $29.15万0.03%520 00.0% — 不变
JAAA JANUS DETROIT STR TR $29.52万0.03%5,847 -46-0.8% -$2,323 减仓
BOCT INNOVATOR ETFS TRUST $29.53万0.03%5,570 00.0% — 不变
— PGIM ROCK ETF TR $29.75万0.03%9,269 00.0% — 不变
— INNOVATOR ETFS TRUST $30.32万0.03%10,116 00.0% — 不变
SPTL SPDR SERIES TRUST $31.36万0.03%11,957 1,69616.5% $4.45万 加仓
SPY STATE STR SPDR S&P 500 ETF T $31.36万0.03%420 00.0% — 不变
— INNOVATOR ETFS TRUST $31.64万0.03%10,520 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $33.05万0.03%1,765 1,765— $33.05万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $36.19万0.03%2,587 00.0% — 不变
GE GE AEROSPACE $37.37万0.03%1,000 20625.9% $7.70万 重新持有
— INNOVATOR ETFS TRUST $37.60万0.03%12,747 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $37.98万0.03%406 -2-0.5% -$1,871 减仓
MAGS LISTED FDS TR $38.51万0.04%5,989 00.0% — 不变
PJUL INNOVATOR ETFS TRUST $40.71万0.04%8,341 -29-0.3% -$1,415 减仓
SPDW SPDR INDEX SHS FDS $40.82万0.04%8,101 4115.3% $2.07万 加仓
— INNOVATOR ETFS TRUST $41.06万0.04%13,583 00.0% — 不变
PFEB INNOVATOR ETFS TRUST $43.51万0.04%10,105 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $43.59万0.04%3,000 00.0% — 不变
JPM JPMORGAN CHASE & CO $43.60万0.04%1,332 51062.0% $16.69万 加仓
— INNOVATOR ETFS TRUST $44.65万0.04%11,117 00.0% — 不变
GEV GE VERNOVA INC $46.64万0.04%397 397— $46.64万 新建仓
ABNB AIRBNB INC $47.32万0.04%3,307 -1,093-24.8% -$15.64万 减仓
APPF APPFOLIO INC $50.32万0.05%3,138 00.0% — 不变
BLK BLACKROCK INC $53.66万0.05%558 00.0% — 不变
USO UNITED STS OIL FD LP $55.64万0.05%5,227 5,227— $55.64万 新建仓
ILF ISHARES TR $56.48万0.05%16,734 7,67384.7% $25.90万 加仓
FIX COMFORT SYS USA INC $56.49万0.05%285 -458-61.6% -$90.77万 重新持有