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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3.52亿 | 32.01% | 1,475,695 | 1,450,082 | 5,661.5% | $3.46亿 | 加仓 |
| TSLA | TESLA INC | $2.64亿 | 24.02% | 627,449 | 626,532 | 68,324.1% | $2.64亿 | 加仓 |
| AAPL | APPLE INC | $1.45亿 | 13.17% | 500,153 | 486,688 | 3,614.5% | $1.41亿 | 加仓 |
| MSFT | MICROSOFT CORP | $3,238.67万 | 2.95% | 86,823 | 78,282 | 916.5% | $2,920.08万 | 加仓 |
| IYE | ISHARES TR | $1,911.68万 | 1.74% | 337,812 | 273,118 | 422.2% | $1,545.57万 | 加仓 |
| GLD | SPDR GOLD TR | $1,195.32万 | 1.09% | 32,448 | 6,903 | 27.0% | $254.29万 | 加仓 |
| IYW | ISHARES TR | $1,083.20万 | 0.99% | 42,945 | 41,236 | 2,412.9% | $1,040.10万 | 加仓 |
| IYZ | ISHARES TR | $1,054.63万 | 0.96% | 249,263 | 121,621 | 95.3% | $514.58万 | 加仓 |
| IYM | ISHARES TR | $1,040.61万 | 0.95% | 57,963 | 28,946 | 99.8% | $519.67万 | 加仓 |
| SSO | PROSHARES TR | $812.56万 | 0.74% | 120,593 | 17,528 | 17.0% | $118.10万 | 重新持有 |
| GSST | GOLDMAN SACHS ETF TR | $761.65万 | 0.69% | 150,598 | 2,993 | 2.0% | $15.14万 | 加仓 |
| BIL | SPDR SERIES TRUST | $743.59万 | 0.68% | 81,142 | -4,344 | -5.1% | -$39.81万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $725.66万 | 0.66% | 143,497 | -21 | -0.0% | -$1,062 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $703.42万 | 0.64% | 6,094 | -2,963 | -32.7% | -$342.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $640.35万 | 0.58% | 32,003 | 9,253 | 40.7% | $185.14万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $560.15万 | 0.51% | 126,302 | -282 | -0.2% | -$1.25万 | 减仓 |
| SNDK | SANDISK CORP | $541.83万 | 0.49% | 2,383 | 1,397 | 141.7% | $317.64万 | 加仓 |
| IVV | ISHARES TR | $492.84万 | 0.45% | 6,581 | -195 | -2.9% | -$14.60万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $451.06万 | 0.41% | 7,062 | 1,018 | 16.8% | $65.02万 | 加仓 |
| INTC | INTEL CORP | $442.22万 | 0.40% | 31,671 | 4,859 | 18.1% | $67.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $422.62万 | 0.38% | 5,739 | -1,000 | -14.8% | -$73.64万 | 减仓 |
| GOOG | ALPHABET INC | $418.31万 | 0.38% | 11,839 | -661 | -5.3% | -$23.36万 | 减仓 |
| SHOP | SHOPIFY INC | $411.63万 | 0.37% | 36,051 | 17,562 | 95.0% | $200.52万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $386.30万 | 0.35% | 4,502 | 3,220 | 251.2% | $276.30万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $380.32万 | 0.35% | 12,767 | 12,767 | — | $380.32万 | 新建仓 |
| MO | ALTRIA GROUP INC | $370.51万 | 0.34% | 51,496 | 30,315 | 143.1% | $218.12万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $369.42万 | 0.34% | 21,746 | 6,303 | 40.8% | $107.08万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $346.05万 | 0.31% | 3,586 | -4,135 | -53.6% | -$399.03万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $305.64万 | 0.28% | 10,088 | 6,851 | 211.6% | $207.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $297.00万 | 0.27% | 6,854 | -16,850 | -71.1% | -$730.16万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $283.81万 | 0.26% | 38,661 | 9,604 | 33.1% | $70.50万 | 加仓 |
| IWM | ISHARES TR | $277.86万 | 0.25% | 9,248 | -5,053 | -35.3% | -$151.82万 | 减仓 |
| IJS | ISHARES TR | $272.66万 | 0.25% | 19,949 | -9,422 | -32.1% | -$128.78万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $265.91万 | 0.24% | 10,392 | 3,447 | 49.6% | $88.20万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $262.22万 | 0.24% | 56,500 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $257.78万 | 0.23% | 53,917 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.33万 | 0.21% | 4,583 | -292 | -6.0% | -$14.61万 | 减仓 |
| EEM | ISHARES TR | $221.01万 | 0.20% | 32,306 | 9,926 | 44.4% | $67.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $220.03万 | 0.20% | 38,187 | 14,778 | 63.1% | $85.15万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $219.23万 | 0.20% | 14,055 | 14,055 | — | $219.23万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $219.12万 | 0.20% | 165,685 | 150,231 | 972.1% | $198.68万 | 加仓 |
| LLY | ELI LILLY & CO | $217.10万 | 0.20% | 1,810 | -108 | -5.6% | -$12.95万 | 减仓 |
| FTI | TECHNIPFMC PLC | $211.12万 | 0.19% | 31,843 | 31,843 | — | $211.12万 | 新建仓 |
| V | VISA INC | $201.98万 | 0.18% | 5,887 | -1,393 | -19.1% | -$47.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $200.46万 | 0.18% | 3,903 | -132 | -3.3% | -$6.78万 | 减仓 |
| AVGO | BROADCOM INC | $196.58万 | 0.18% | 5,204 | -1,671 | -24.3% | -$63.12万 | 减仓 |
| MRK | MERCK & CO INC | $193.34万 | 0.18% | 15,046 | 11,241 | 295.4% | $144.45万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $183.53万 | 0.17% | 12,719 | -388 | -3.0% | -$5.60万 | 减仓 |
| IJT | ISHARES TR | $180.90万 | 0.16% | 10,129 | 10,129 | — | $180.90万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $177.72万 | 0.16% | 7,481 | 3,015 | 67.5% | $71.62万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $170.13万 | 0.15% | 7,832 | -861 | -9.9% | -$18.70万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $170.10万 | 0.15% | 15,333 | 1,838 | 13.6% | $20.39万 | 加仓 |
| EXEL | EXELIXIS INC | $167.66万 | 0.15% | 30,814 | -28,705 | -48.2% | -$156.18万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $162.70万 | 0.15% | 1,177 | 298 | 33.9% | $41.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $159.84万 | 0.15% | 2,327 | 2,327 | — | $159.84万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $159.68万 | 0.15% | 62,942 | 19,107 | 43.6% | $48.47万 | 加仓 |
| IJH | ISHARES TR | $155.93万 | 0.14% | 20,222 | -1,058 | -5.0% | -$8.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $155.03万 | 0.14% | 10,572 | 6,576 | 164.6% | $96.43万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $154.81万 | 0.14% | 2,665 | 1,320 | 98.1% | $76.68万 | 加仓 |
| HQY | HEALTHEQUITY INC | $153.36万 | 0.14% | 16,980 | 5,014 | 41.9% | $45.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $151.32万 | 0.14% | 2,093 | -5,432 | -72.2% | -$392.73万 | 减仓 |
| VVX | V2X INC | $148.81万 | 0.14% | 19,958 | 19,958 | — | $148.81万 | 新建仓 |
| CIEN | CIENA CORP | $146.43万 | 0.13% | 2,985 | -1,252 | -29.5% | -$61.42万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC | $143.34万 | 0.13% | 38,731 | 38,731 | — | $143.34万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $139.46万 | 0.13% | 7,197 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $137.05万 | 0.12% | 12,565 | 6,986 | 125.2% | $76.20万 | 加仓 |
| ORCL | ORACLE CORP | $136.59万 | 0.12% | 9,320 | -3,338 | -26.4% | -$48.92万 | 减仓 |
| META | META PLATFORMS INC | $134.12万 | 0.12% | 2,381 | 327 | 15.9% | $18.42万 | 加仓 |
| GOOGL | ALPHABET INC | $130.65万 | 0.12% | 3,656 | -3,175 | -46.5% | -$113.46万 | 减仓 |
| GLW | CORNING INC | $126.11万 | 0.11% | 4,937 | -1,461 | -22.8% | -$37.32万 | 减仓 |
| CAT | CATERPILLAR INC | $122.25万 | 0.11% | 1,148 | -337 | -22.7% | -$35.89万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $112.33万 | 0.10% | 13,027 | -2,605 | -16.7% | -$22.46万 | 减仓 |
| IJR | ISHARES TR | $109.02万 | 0.10% | 7,351 | 34 | 0.5% | $5,042 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $105.32万 | 0.10% | 22,950 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $99.93万 | 0.09% | 2,316 | 2,316 | — | $99.93万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $98.46万 | 0.09% | 6,270 | 6,270 | — | $98.46万 | 新建仓 |
| NOW | SERVICENOW INC | $98.20万 | 0.09% | 9,891 | -3,057 | -23.6% | -$30.35万 | 减仓 |
| FTNT | FORTINET INC | $97.03万 | 0.09% | 6,316 | 6,316 | — | $97.03万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $93.15万 | 0.08% | 2,482 | 540 | 27.8% | $20.27万 | 加仓 |
| GWW | WW GRAINGER INC | $92.24万 | 0.08% | 678 | 176 | 35.1% | $23.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $91.10万 | 0.08% | 33,056 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $88.47万 | 0.08% | 2,968 | 2,968 | — | $88.47万 | 新建仓 |
| KLAC | KLA CORP | $88.37万 | 0.08% | 2,929 | -2,641 | -47.4% | -$79.68万 | 减仓 |
| SNPS | SYNOPSYS INC | $86.85万 | 0.08% | 1,947 | -841 | -30.2% | -$37.51万 | 减仓 |
| COHR | COHERENT CORP | $86.31万 | 0.08% | 2,188 | 2,188 | — | $86.31万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $85.42万 | 0.08% | 10,819 | 10,819 | — | $85.42万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $84.24万 | 0.08% | 8,910 | 8,910 | — | $84.24万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $83.71万 | 0.08% | 4,744 | 4,744 | — | $83.71万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $83.40万 | 0.08% | 2,491 | 2,491 | — | $83.40万 | 新建仓 |
| NFLX | NETFLIX INC. | $83.39万 | 0.08% | 11,679 | -200 | -1.7% | -$1.43万 | 减仓 |
| FLEX | FLEX LTD | $82.23万 | 0.07% | 5,074 | 5,074 | — | $82.23万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $81.49万 | 0.07% | 9,273 | 491 | 5.6% | $4.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $81.47万 | 0.07% | 4,915 | 20 | 0.4% | $3,315 | 加仓 |
| TER | TERADYNE INC | $81.09万 | 0.07% | 1,676 | -6,550 | -79.6% | -$316.92万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $80.47万 | 0.07% | 4,303 | 4,303 | — | $80.47万 | 新建仓 |
| IDXX | IDEXX LABS INC | $79.81万 | 0.07% | 1,516 | 122 | 8.8% | $6.42万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $79.50万 | 0.07% | 2,271 | 2,271 | — | $79.50万 | 新建仓 |
| IVW | ISHARES TR | $79.15万 | 0.07% | 5,755 | -11,322 | -66.3% | -$155.71万 | 减仓 |
| PWR | QUANTA SVCS INC | $79.13万 | 0.07% | 1,099 | 1,099 | — | $79.13万 | 新建仓 |
| JBL | JABIL INC | $78.14万 | 0.07% | 2,027 | 2,027 | — | $78.14万 | 新建仓 |