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 |
|---|---|---|---|---|---|---|---|---|
| VICR | VICOR CORP | $77.06万 | 0.07% | 2,029 | 2,029 | — | $77.06万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $76.81万 | 0.07% | 17,027 | 4,988 | 41.4% | $22.50万 | 重新持有 |
| ETN | EATON CORP PLC | $76.49万 | 0.07% | 1,795 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $73.99万 | 0.07% | 11,526 | 11,526 | — | $73.99万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $71.15万 | 0.06% | 13,515 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $71.07万 | 0.06% | 1,269 | -467 | -26.9% | -$26.15万 | 减仓 |
| DDOG | DATADOG INC | $70.79万 | 0.06% | 2,719 | 2,719 | — | $70.79万 | 新建仓 |
| BDEC | INNOVATOR ETFS TRUST | $70.63万 | 0.06% | 13,275 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $70.38万 | 0.06% | 7,271 | -82 | -1.1% | -$7,937 | 减仓 |
| SBUX | STARBUCKS CORP | $69.77万 | 0.06% | 6,827 | -2,549 | -27.2% | -$26.05万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $69.31万 | 0.06% | 4,736 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $66.91万 | 0.06% | 3,958 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $66.88万 | 0.06% | 20,953 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $66.87万 | 0.06% | 8,228 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $66.39万 | 0.06% | 12,590 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $66.09万 | 0.06% | 14,352 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $65.43万 | 0.06% | 6,776 | -394 | -5.5% | -$3.80万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $64.53万 | 0.06% | 24,205 | -101,129 | -80.7% | -$269.61万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $60.87万 | 0.06% | 11,068 | -80 | -0.7% | -$4,400 | 减仓 |
| NVS | NOVARTIS AG | $60.45万 | 0.06% | 3,857 | 457 | 13.4% | $7.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.84万 | 0.05% | 1,253 | 529 | 73.1% | $25.26万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.71万 | 0.05% | 24,733 | -876 | -3.4% | -$2.11万 | 减仓 |
| CSGP | COSTAR GROUP INC | $58.98万 | 0.05% | 20,828 | -5,816 | -21.8% | -$16.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.24万 | 0.05% | 2,737 | 1,142 | 71.6% | $24.30万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.81万 | 0.05% | 17,366 | -5,492 | -24.0% | -$18.28万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.35万 | 0.05% | 1,442 | -162 | -10.1% | -$6.44万 | 减仓 |
| TLT | ISHARES TR | $57.22万 | 0.05% | 6,621 | 6,621 | — | $57.22万 | 新建仓 |
| — | UNITED STS GASOLINE FD LP | $56.85万 | 0.05% | 5,521 | 1,431 | 35.0% | $14.73万 | 加仓 |
| FIX | COMFORT SYS USA INC | $56.49万 | 0.05% | 285 | -458 | -61.6% | -$90.77万 | 重新持有 |
| ILF | ISHARES TR | $56.48万 | 0.05% | 16,734 | 7,673 | 84.7% | $25.90万 | 加仓 |
| USO | UNITED STS OIL FD LP | $55.64万 | 0.05% | 5,227 | 5,227 | — | $55.64万 | 新建仓 |
| BLK | BLACKROCK INC | $53.66万 | 0.05% | 558 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $50.32万 | 0.05% | 3,138 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $47.32万 | 0.04% | 3,307 | -1,093 | -24.8% | -$15.64万 | 减仓 |
| GEV | GE VERNOVA INC | $46.64万 | 0.04% | 397 | 397 | — | $46.64万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $44.65万 | 0.04% | 11,117 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $43.60万 | 0.04% | 1,332 | 510 | 62.0% | $16.69万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $43.59万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $43.51万 | 0.04% | 10,105 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $41.06万 | 0.04% | 13,583 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $40.82万 | 0.04% | 8,101 | 411 | 5.3% | $2.07万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $40.71万 | 0.04% | 8,341 | -29 | -0.3% | -$1,415 | 减仓 |
| MAGS | LISTED FDS TR | $38.51万 | 0.04% | 5,989 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $37.98万 | 0.03% | 406 | -2 | -0.5% | -$1,871 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.60万 | 0.03% | 12,747 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.37万 | 0.03% | 1,000 | 206 | 25.9% | $7.70万 | 重新持有 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $36.19万 | 0.03% | 2,587 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $33.05万 | 0.03% | 1,765 | 1,765 | — | $33.05万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.64万 | 0.03% | 10,520 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.36万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $31.36万 | 0.03% | 11,957 | 1,696 | 16.5% | $4.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.32万 | 0.03% | 10,116 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $29.75万 | 0.03% | 9,269 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $29.53万 | 0.03% | 5,570 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $29.52万 | 0.03% | 5,847 | -46 | -0.8% | -$2,323 | 减仓 |
| AXON | AXON ENTERPRISE INC | $29.15万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $28.21万 | 0.03% | 9,146 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $27.96万 | 0.03% | 5,453 | 90 | 1.7% | $4,614 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $27.51万 | 0.03% | 5,065 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $27.42万 | 0.02% | 1,484 | -9,984 | -87.1% | -$184.49万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $27.38万 | 0.02% | 3,795 | -1,081 | -22.2% | -$7.80万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $26.71万 | 0.02% | 5,398 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $24.55万 | 0.02% | 4,760 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.62万 | 0.02% | 930 | 2 | 0.2% | $508 | 加仓 |
| ATI | ATI INC | $23.45万 | 0.02% | 1,190 | 1,190 | — | $23.45万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.02万 | 0.02% | 8,113 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $22.57万 | 0.02% | 1,280 | -3,784 | -74.7% | -$66.72万 | 重新持有 |
| UMAR | INNOVATOR ETFS TRUST | $22.04万 | 0.02% | 5,216 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $21.85万 | 0.02% | 18,660 | 18,660 | — | $21.85万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.79万 | 0.02% | 5,423 | 5,423 | — | $20.79万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $20.51万 | 0.02% | 4,745 | 4,745 | — | $20.51万 | 新建仓 |
| KMPR | KEMPER CORP | $20.21万 | 0.02% | 7,495 | 7,495 | — | $20.21万 | 新建仓 |
| ATRC | ATRICURE INC | $20.01万 | 0.02% | 7,152 | 7,152 | — | $20.01万 | 新建仓 |
| COTY | COTY INC | $19.86万 | 0.02% | 91,957 | 13,395 | 17.1% | $2.89万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $18.75万 | 0.02% | 12,869 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $16.84万 | 0.02% | 11,590 | 290 | 2.6% | $4,214 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.14万 | 0.01% | 10,794 | 10,794 | — | $10.14万 | 新建仓 |
| — | VISTA GOLD CORP | $7.07万 | 0.01% | 37,000 | 0 | 0.0% | — | 不变 |
| — | SPERO THERAPEUTICS INC | $6.63万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -540,662 | -100.0% | -$2,050.73万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -66,230 | -100.0% | -$498.38万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -31,293 | -100.0% | -$461.70万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -15,178 | -100.0% | -$273.10万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -22,216 | -100.0% | -$223.54万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -7,802 | -100.0% | -$145.64万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -6,876 | -100.0% | -$114.60万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -13,515 | -100.0% | -$104.24万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -10,889 | -100.0% | -$102.89万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -8,115 | -100.0% | -$95.93万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -14,419 | -100.0% | -$85.46万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -29,557 | -100.0% | -$81.87万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,545 | -100.0% | -$79.95万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -5,777 | -100.0% | -$79.91万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -6,781 | -100.0% | -$73.40万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,252 | -100.0% | -$72.69万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -5,841 | -100.0% | -$68.38万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$66.67万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -8,903 | -100.0% | -$66.33万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -4,658 | -100.0% | -$65.73万 | 清仓 |