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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -4,715 | -100.0% | -$64.79万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$64.29万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -25,369 | -100.0% | -$61.62万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,991 | -100.0% | -$59.31万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -9,315 | -100.0% | -$58.41万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -2,529 | -100.0% | -$53.59万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -4,139 | -100.0% | -$49.14万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -24,822 | -100.0% | -$46.24万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,897 | -100.0% | -$46.11万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -11,684 | -100.0% | -$45.56万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -859 | -100.0% | -$44.90万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -6,941 | -100.0% | -$42.37万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -8,016 | -100.0% | -$40.72万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$40.53万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,111 | -100.0% | -$39.72万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -294 | -100.0% | -$38.83万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -6,225 | -100.0% | -$36.59万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -9,363 | -100.0% | -$35.33万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,120 | -100.0% | -$29.86万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -511 | -100.0% | -$24.54万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$23.91万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -4,466 | -100.0% | -$23.71万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$23.17万 | 清仓 |
| POWI | POWER INTEGRATIONS INC | $0 | 0.00% | 0 | -4,523 | -100.0% | -$23.16万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,232 | -100.0% | -$22.67万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -4,427 | -100.0% | -$21.89万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,930 | -100.0% | -$21.14万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -19,404 | -100.0% | -$20.68万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -2,426 | -100.0% | -$20.14万 | 清仓 |