Three Seasons Wealth, LLC
SALT LAKE CITY UT · SEC CIK 0002044495
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $2,050.73万 | 7.83% | 540,662 | 540,662 | — | $2,050.73万 | 新建仓 |
| GLD | SPDR GOLD TR | $1,099.18万 | 4.20% | 25,545 | 1,538 | 6.4% | $66.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $783.39万 | 2.99% | 85,486 | 2,379 | 2.9% | $21.80万 | 重新持有 |
| GSST | GOLDMAN SACHS ETF TR | $746.14万 | 2.85% | 147,605 | 140,261 | 1,909.9% | $709.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $726.34万 | 2.77% | 143,518 | -7,027 | -4.7% | -$35.56万 | 重新持有 |
| AMZN | AMAZON COM INC | $533.44万 | 2.04% | 25,613 | -1,454,608 | -98.3% | -$3.03亿 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $517.22万 | 1.97% | 126,584 | -4,192 | -3.2% | -$17.13万 | 减仓 |
| IYM | ISHARES TR | $510.47万 | 1.95% | 29,017 | -4,273 | -12.8% | -$75.17万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $507.02万 | 1.94% | 23,704 | 2,608 | 12.4% | $55.78万 | 加仓 |
| IYZ | ISHARES TR | $501.89万 | 1.92% | 127,642 | -164,940 | -56.4% | -$648.54万 | 减仓 |
| — | PROSHARES TR | $498.38万 | 1.90% | 66,230 | 66,230 | — | $498.38万 | 新建仓 |
| IYJ | ISHARES TR | $461.70万 | 1.76% | 31,293 | 31,293 | — | $461.70万 | 新建仓 |
| IVV | ISHARES TR | $442.62万 | 1.69% | 6,776 | -515 | -7.1% | -$33.64万 | 减仓 |
| IYE | ISHARES TR | $419.02万 | 1.60% | 64,694 | 64,694 | — | $419.02万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $396.78万 | 1.51% | 22,750 | 7,682 | 51.0% | $133.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $388.96万 | 1.48% | 6,739 | -11,338 | -62.7% | -$654.41万 | 减仓 |
| GOOG | ALPHABET INC | $358.57万 | 1.37% | 12,500 | -446 | -3.4% | -$12.79万 | 减仓 |
| IWM | ISHARES TR | $354.66万 | 1.35% | 14,301 | -17,760 | -55.4% | -$440.45万 | 减仓 |
| IJS | ISHARES TR | $347.90万 | 1.33% | 29,371 | 24,163 | 464.0% | $286.21万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $344.17万 | 1.31% | 125,334 | 15,861 | 14.5% | $43.55万 | 加仓 |
| AAPL | APPLE INC | $341.72万 | 1.30% | 13,465 | -481,000 | -97.3% | -$1.22亿 | 减仓 |
| MSFT | MICROSOFT CORP | $316.16万 | 1.21% | 8,541 | -79,787 | -90.3% | -$2,953.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $306.12万 | 1.17% | 9,057 | -3,800 | -29.6% | -$128.44万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $303.05万 | 1.16% | 7,721 | -1,821 | -19.1% | -$71.47万 | 减仓 |
| ALB | ALBEMARLE CORP | $273.10万 | 1.04% | 15,178 | 9,013 | 146.2% | $162.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $257.20万 | 0.98% | 7,525 | 5,770 | 328.8% | $197.21万 | 加仓 |
| EXEL | EXELIXIS INC | $255.28万 | 0.97% | 59,519 | 46,162 | 345.6% | $197.99万 | 加仓 |
| TER | TERADYNE INC | $243.87万 | 0.93% | 8,226 | 3,594 | 77.6% | $106.55万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $243.57万 | 0.93% | 56,500 | -3,000 | -5.0% | -$12.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $233.61万 | 0.89% | 4,875 | -74 | -1.5% | -$3.55万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $231.97万 | 0.89% | 53,917 | -4,056 | -7.0% | -$17.45万 | 减仓 |
| IJK | ISHARES TR | $223.54万 | 0.85% | 22,216 | 22,216 | — | $223.54万 | 新建仓 |
| V | VISA INC | $220.03万 | 0.84% | 7,280 | -371 | -4.8% | -$11.21万 | 减仓 |
| SHOP | SHOPIFY INC | $219.32万 | 0.84% | 18,489 | 7,502 | 68.3% | $88.99万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $213.98万 | 0.82% | 29,057 | 4,338 | 17.5% | $31.95万 | 加仓 |
| AVGO | BROADCOM INC | $212.79万 | 0.81% | 6,875 | -2,362 | -25.6% | -$73.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $201.61万 | 0.77% | 4,035 | -256 | -6.0% | -$12.79万 | 减仓 |
| GOOGL | ALPHABET INC | $196.43万 | 0.75% | 6,831 | 2,065 | 43.3% | $59.38万 | 加仓 |
| IVW | ISHARES TR | $193.16万 | 0.74% | 17,077 | -56,921 | -76.9% | -$643.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $189.61万 | 0.72% | 15,443 | 7,342 | 90.6% | $90.15万 | 加仓 |
| ORCL | ORACLE CORP | $186.22万 | 0.71% | 12,658 | -3,632 | -22.3% | -$53.43万 | 减仓 |
| LLY | ELI LILLY & CO | $176.41万 | 0.67% | 1,918 | -75 | -3.8% | -$6.90万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $163.48万 | 0.62% | 6,044 | -2,324 | -27.8% | -$62.86万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $160.35万 | 0.61% | 6,945 | 6,002 | 636.5% | $138.58万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $156.44万 | 0.60% | 13,107 | -972 | -6.9% | -$11.60万 | 减仓 |
| QCOM | QUALCOMM INC | $147.68万 | 0.56% | 11,468 | 11,468 | — | $147.68万 | 新建仓 |
| CRM | SALESFORCE INC | $145.64万 | 0.56% | 7,802 | 6,727 | 625.8% | $125.57万 | 加仓 |
| IJH | ISHARES TR | $143.70万 | 0.55% | 21,280 | -2,093 | -9.0% | -$14.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $142.01万 | 0.54% | 21,181 | 7,437 | 54.1% | $49.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $141.98万 | 0.54% | 23,409 | 7,244 | 44.8% | $43.93万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $138.11万 | 0.53% | 8,693 | -29 | -0.3% | -$4,607 | 减仓 |
| NOW | SERVICENOW INC | $135.37万 | 0.52% | 12,948 | 5,547 | 74.9% | $57.99万 | 加仓 |
| EEM | ISHARES TR | $127.10万 | 0.49% | 22,380 | 2,791 | 14.2% | $15.85万 | 加仓 |
| INTC | INTEL CORP | $118.32万 | 0.45% | 26,812 | -24,251 | -47.5% | -$107.02万 | 减仓 |
| META | META PLATFORMS INC | $117.52万 | 0.45% | 2,054 | 221 | 12.1% | $12.64万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $114.60万 | 0.44% | 6,876 | 3,316 | 93.1% | $55.27万 | 加仓 |
| NFLX | NETFLIX INC. | $114.22万 | 0.44% | 11,879 | -4,600 | -27.9% | -$44.23万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $110.94万 | 0.42% | 7,197 | -458 | -6.0% | -$7.06万 | 减仓 |
| SNPS | SYNOPSYS INC | $110.54万 | 0.42% | 2,788 | 1,082 | 63.4% | $42.90万 | 加仓 |
| CSGP | COSTAR GROUP INC | $107.48万 | 0.41% | 26,644 | 18,858 | 242.2% | $76.07万 | 加仓 |
| CAT | CATERPILLAR INC | $105.21万 | 0.40% | 1,485 | 295 | 24.8% | $20.90万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $104.24万 | 0.40% | 13,515 | 6,978 | 106.7% | $53.82万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $102.89万 | 0.39% | 10,889 | 10,889 | — | $102.89万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $102.36万 | 0.39% | 13,495 | 3,893 | 40.5% | $29.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $101.28万 | 0.39% | 4,895 | 153 | 3.2% | $3.17万 | 加仓 |
| HQY | HEALTHEQUITY INC | $100.00万 | 0.38% | 11,966 | 6,445 | 116.7% | $53.86万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $99.07万 | 0.38% | 43,835 | 20,504 | 87.9% | $46.34万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $97.54万 | 0.37% | 22,950 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $96.28万 | 0.37% | 879 | 609 | 225.6% | $66.71万 | 加仓 |
| ZTS | ZOETIS INC | $95.93万 | 0.37% | 8,115 | -1,666 | -17.0% | -$19.69万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $94.37万 | 0.36% | 4,466 | 2,750 | 160.3% | $58.11万 | 加仓 |
| MSCI | MSCI INC | $93.57万 | 0.36% | 1,736 | -143 | -7.6% | -$7.71万 | 减仓 |
| IJR | ISHARES TR | $90.95万 | 0.35% | 7,317 | -314 | -4.1% | -$3.90万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $90.09万 | 0.34% | 1,282 | -1,817 | -58.6% | -$127.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $88.33万 | 0.34% | 33,056 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $87.82万 | 0.34% | 22,858 | 5,850 | 34.4% | $22.48万 | 加仓 |
| GLW | CORNING INC | $86.99万 | 0.33% | 6,398 | -13,590 | -68.0% | -$184.78万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $85.46万 | 0.33% | 14,419 | 5,846 | 68.2% | $34.65万 | 加仓 |
| SBUX | STARBUCKS CORP | $84.00万 | 0.32% | 9,376 | 3 | 0.0% | $269 | 加仓 |
| KLAC | KLA CORP | $82.01万 | 0.31% | 557 | 105 | 23.2% | $15.46万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $81.87万 | 0.31% | 29,557 | 29,557 | — | $81.87万 | 新建仓 |
| COR | CENCORA INC | $79.95万 | 0.31% | 2,545 | 2,545 | — | $79.95万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $79.91万 | 0.30% | 5,777 | 5,777 | — | $79.91万 | 新建仓 |
| IDXX | IDEXX LABS INC | $78.33万 | 0.30% | 1,394 | -890 | -39.0% | -$50.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $76.92万 | 0.29% | 3,237 | 1,742 | 116.5% | $41.39万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $73.94万 | 0.28% | 1,604 | 529 | 49.2% | $24.39万 | 加仓 |
| NEM | NEWMONT CORP | $73.40万 | 0.28% | 6,781 | -50 | -0.7% | -$5,412 | 减仓 |
| AON | AON PLC | $72.69万 | 0.28% | 2,252 | -178 | -7.3% | -$5.75万 | 减仓 |
| PSX | PHILLIPS 66 | $72.11万 | 0.28% | 3,958 | 132 | 3.5% | $2.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.27% | 1 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $70.39万 | 0.27% | 15,632 | 15,632 | — | $70.39万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $68.38万 | 0.26% | 5,841 | -2,001 | -25.5% | -$23.43万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $67.90万 | 0.26% | 7,353 | -655 | -8.2% | -$6.05万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $67.22万 | 0.26% | 8,782 | 1,416 | 19.2% | $10.84万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $66.67万 | 0.25% | 1,755 | 916 | 109.2% | $34.80万 | 加仓 |
| GM | GENERAL MTRS CO | $66.33万 | 0.25% | 8,903 | 5,786 | 185.6% | $43.11万 | 加仓 |
| TPR | TAPESTRY INC | $65.73万 | 0.25% | 4,658 | -11,963 | -72.0% | -$168.81万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $64.79万 | 0.25% | 14,146 | 14,146 | — | $64.79万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $64.47万 | 0.25% | 13,515 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $64.29万 | 0.25% | 1,195 | 691 | 137.1% | $37.18万 | 加仓 |