SIERRA OCEAN, LLC
RIPON CA · SEC CIK 0002051715
$1.44亿2026Q2 申报市值
72持仓数
73.3%前十大占比 · 第一大 14.9%
12 / 1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
JCPB 加仓+$62.43万
INTC 新建仓+$59.17万
SPHQ 加仓+$51.64万
TLT 加仓+$50.54万
AMD 新建仓+$48.80万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$23.43万
VOO 减仓-$8.38万
MOAT 减仓-$8.09万
AMZN 减仓-$5.08万
IVV 减仓-$5.02万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,437 | -100.0% | -$23.43万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.19万 | 0.07% | 10,634 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $17.51万 | 0.12% | 20,000 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $20.15万 | 0.14% | 4,295 | -952 | -18.1% | -$4.47万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.38万 | 0.14% | 267 | 267 | — | $20.38万 | 新建仓 |
| PAVE | GLOBAL X FDS | $20.68万 | 0.14% | 3,510 | 3,510 | — | $20.68万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $21.91万 | 0.15% | 902 | 902 | — | $21.91万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $22.86万 | 0.16% | 625 | 625 | — | $22.86万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $23.33万 | 0.16% | 658 | 34 | 5.4% | $1.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.39万 | 0.16% | 455 | 14 | 3.2% | $7,197 | 加仓 |
| UL | UNILEVER PLC | $23.53万 | 0.16% | 3,914 | 3,914 | — | $23.53万 | 新建仓 |
| IJH | ISHARES TR | $23.58万 | 0.16% | 3,057 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.68万 | 0.17% | 660 | -72 | -9.8% | -$2.69万 | 减仓 |
| MCK | MCKESSON CORP | $24.71万 | 0.17% | 327 | 327 | — | $24.71万 | 新建仓 |
| ASML | ASML HLDG NV | $25.46万 | 0.18% | 128 | 128 | — | $25.46万 | 新建仓 |
| IJR | ISHARES TR | $25.64万 | 0.18% | 1,729 | -4 | -0.2% | -$593 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.70万 | 0.18% | 1,753 | 22 | 1.3% | $3,226 | 加仓 |
| SRE | SEMPRA | $26.74万 | 0.19% | 2,885 | 5 | 0.2% | $463 | 加仓 |
| WMT | WALMART INC | $28.38万 | 0.20% | 2,505 | -68 | -2.6% | -$7,703 | 减仓 |
| ORCL | ORACLE CORP | $29.06万 | 0.20% | 1,983 | -82 | -4.0% | -$1.20万 | 减仓 |
| V | VISA INC | $30.35万 | 0.21% | 885 | -6 | -0.7% | -$2,058 | 减仓 |
| IYR | ISHARES TR | $31.04万 | 0.21% | 3,036 | 263 | 9.5% | $2.69万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $32.10万 | 0.22% | 17,377 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.12万 | 0.22% | 2,735 | 2,735 | — | $32.12万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $32.17万 | 0.22% | 445 | 445 | — | $32.17万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $32.19万 | 0.22% | 6,355 | 58 | 0.9% | $2,938 | 加仓 |
| IOO | ISHARES TR | $32.59万 | 0.23% | 2,386 | -91 | -3.7% | -$1.24万 | 减仓 |
| — | EXXON MOBIL CORP | $33.84万 | 0.23% | 2,475 | -238 | -8.8% | -$3.25万 | 减仓 |
| NVO | NOVO-NORDISK A S | $34.57万 | 0.24% | 7,212 | 387 | 5.7% | $1.86万 | 加仓 |
| RTX | RTX CORPORATION | $35.25万 | 0.24% | 1,858 | 112 | 6.4% | $2.12万 | 加仓 |
| MTUM | ISHARES TR | $36.34万 | 0.25% | 1,060 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.45万 | 0.25% | 841 | 841 | — | $36.45万 | 新建仓 |
| CAT | CATERPILLAR INC | $37.56万 | 0.26% | 353 | -8 | -2.2% | -$8,511 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $40.83万 | 0.28% | 1,286 | -3 | -0.2% | -$953 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $41.97万 | 0.29% | 1,653 | 309 | 23.0% | $7.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.72万 | 0.30% | 457 | 126 | 38.1% | $11.78万 | 加仓 |
| HD | HOME DEPOT INC | $45.33万 | 0.31% | 1,285 | 597 | 86.8% | $21.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.80万 | 0.34% | 840 | 840 | — | $48.80万 | 新建仓 |
| IYW | ISHARES TR | $49.08万 | 0.34% | 1,946 | -14 | -0.7% | -$3,531 | 减仓 |
| TSLA | TESLA INC | $50.47万 | 0.35% | 1,200 | 155 | 14.8% | $6.52万 | 加仓 |
| INTC | INTEL CORP | $59.17万 | 0.41% | 4,238 | 4,238 | — | $59.17万 | 新建仓 |
| DBEF | DBX ETF TR | $59.61万 | 0.41% | 10,911 | -33 | -0.3% | -$1,803 | 减仓 |
| META | META PLATFORMS INC | $60.68万 | 0.42% | 1,077 | 33 | 3.2% | $1.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.64万 | 0.44% | 2,920 | -22 | -0.7% | -$4,795 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $65.62万 | 0.45% | 2,005 | -12 | -0.6% | -$3,928 | 减仓 |
| LLY | ELI LILLY & CO | $66.91万 | 0.46% | 558 | 28 | 5.3% | $3.36万 | 加仓 |
| SMMU | PIMCO ETF TR | $70.62万 | 0.49% | 13,984 | -152 | -1.1% | -$7,676 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.12万 | 0.51% | 10,263 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $76.56万 | 0.53% | 663 | 26 | 4.1% | $3.00万 | 加仓 |
| AVGO | BROADCOM INC | $80.02万 | 0.55% | 2,118 | 16 | 0.8% | $6,045 | 加仓 |
| GOOG | ALPHABET INC | $81.93万 | 0.57% | 2,319 | 3 | 0.1% | $1,060 | 加仓 |
| VOO | VANGUARD INDEX FDS | $87.52万 | 0.61% | 1,274 | -122 | -8.7% | -$8.38万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $91.64万 | 0.63% | 10,638 | -66 | -0.6% | -$5,685 | 减仓 |
| AMZN | AMAZON COM INC | $110.85万 | 0.77% | 4,651 | -213 | -4.4% | -$5.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $112.85万 | 0.78% | 2,363 | 207 | 9.6% | $9.89万 | 加仓 |
| GOOGL | ALPHABET INC | $135.53万 | 0.94% | 3,792 | -117 | -3.0% | -$4.18万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $138.21万 | 0.96% | 20,452 | 1,420 | 7.5% | $9.60万 | 加仓 |
| IVV | ISHARES TR | $141.04万 | 0.98% | 1,883 | -67 | -3.4% | -$5.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.91万 | 0.98% | 2,836 | -27 | -0.9% | -$1.35万 | 减仓 |
| MOAT | VANECK ETF TRUST | $161.19万 | 1.12% | 15,505 | -778 | -4.8% | -$8.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $168.90万 | 1.17% | 4,528 | 589 | 15.0% | $21.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $277.31万 | 1.92% | 13,859 | 309 | 2.3% | $6.18万 | 加仓 |
| AAPL | APPLE INC | $336.00万 | 2.33% | 11,612 | 464 | 4.2% | $13.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $376.82万 | 2.61% | 66,717 | 2,780 | 4.3% | $15.70万 | 加仓 |
| EMB | ISHARES TR | $570.85万 | 3.95% | 59,192 | 2,941 | 5.2% | $28.36万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $604.91万 | 4.19% | 132,366 | 4,297 | 3.4% | $19.64万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $821.01万 | 5.68% | 226,424 | 5,520 | 2.5% | $20.02万 | 加仓 |
| TLT | ISHARES TR | $828.52万 | 5.73% | 95,871 | 5,848 | 6.5% | $50.54万 | 加仓 |
| AUSF | GLOBAL X FDS | $898.17万 | 6.22% | 183,824 | 4,649 | 2.6% | $22.72万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,130.72万 | 7.83% | 278,606 | 6,325 | 2.3% | $25.67万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,227.84万 | 8.50% | 261,576 | 13,299 | 5.4% | $62.43万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,982.21万 | 13.72% | 220,001 | 5,731 | 2.7% | $51.64万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,152.64万 | 14.90% | 133,258 | 2,497 | 1.9% | $40.34万 | 加仓 |