SIERRA OCEAN, LLC
RIPON CA · SEC CIK 0002051715
$1.22亿2026Q1 申报市值
60持仓数
75.4%前十大占比 · 第一大 13.2%
1 / 1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
SPHQ 加仓+$68.66万
SPMO 加仓+$58.63万
JCPB 加仓+$38.37万
AUSF 加仓+$24.46万
JEPI 加仓+$23.93万
2026Q1 卖出最多 按季末市值估算
BAC 清仓-$23.12万
AAPL 减仓-$21.34万
VOO 减仓-$18.47万
SCHE 减仓-$16.18万
ORCL 减仓-$5.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,611.10万 | 13.22% | 214,270 | 9,132 | 4.5% | $68.66万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,465.96万 | 12.03% | 130,761 | 5,230 | 4.2% | $58.63万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,168.89万 | 9.59% | 248,277 | 8,150 | 3.4% | $38.37万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,103.83万 | 9.06% | 272,281 | 5,697 | 2.1% | $23.10万 | 加仓 |
| AUSF | GLOBAL X FDS | $866.31万 | 7.11% | 179,175 | 5,059 | 2.9% | $24.46万 | 加仓 |
| TLT | ISHARES TR | $780.41万 | 6.41% | 90,023 | 2,081 | 2.4% | $18.04万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $727.88万 | 5.97% | 220,904 | -4,910 | -2.2% | -$16.18万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $574.39万 | 4.71% | 128,069 | 2,836 | 2.3% | $12.72万 | 加仓 |
| EMB | ISHARES TR | $528.37万 | 4.34% | 56,251 | 1,496 | 2.7% | $14.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $362.40万 | 2.97% | 63,937 | 4,222 | 7.1% | $23.93万 | 加仓 |
| AAPL | APPLE INC | $282.92万 | 2.32% | 11,148 | -841 | -7.0% | -$21.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $236.31万 | 1.94% | 13,550 | -70 | -0.5% | -$1.22万 | 减仓 |
| MOAT | VANECK ETF TRUST | $157.46万 | 1.29% | 16,283 | -40 | -0.2% | -$3,868 | 减仓 |
| MSFT | MICROSOFT CORP | $145.82万 | 1.20% | 3,939 | -2 | -0.1% | -$740 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $137.19万 | 1.13% | 2,863 | 56 | 2.0% | $2.68万 | 加仓 |
| IVV | ISHARES TR | $127.39万 | 1.05% | 1,950 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $121.63万 | 1.00% | 19,032 | 1,473 | 8.4% | $9.41万 | 加仓 |
| GOOGL | ALPHABET INC | $112.40万 | 0.92% | 3,909 | 167 | 4.5% | $4.80万 | 加仓 |
| AMZN | AMAZON COM INC | $101.30万 | 0.83% | 4,864 | 315 | 6.9% | $6.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.44万 | 0.68% | 1,396 | -309 | -18.1% | -$18.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $77.93万 | 0.64% | 1,784 | 11 | 0.6% | $4,805 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.86万 | 0.60% | 2,156 | 68 | 3.3% | $2.30万 | 加仓 |
| SMMU | PIMCO ETF TR | $71.32万 | 0.59% | 14,136 | -71 | -0.5% | -$3,582 | 减仓 |
| GOOG | ALPHABET INC | $66.43万 | 0.55% | 2,316 | 48 | 2.1% | $1.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $65.76万 | 0.54% | 10,263 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $65.07万 | 0.53% | 2,102 | 75 | 3.7% | $2.32万 | 加仓 |
| META | META PLATFORMS INC | $59.74万 | 0.49% | 1,044 | -16 | -1.5% | -$9,156 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.33万 | 0.49% | 2,017 | 22 | 1.1% | $6,471 | 加仓 |
| VTV | VANGUARD INDEX FDS | $57.72万 | 0.47% | 2,942 | 22 | 0.8% | $4,317 | 加仓 |
| DBEF | DBX ETF TR | $54.06万 | 0.44% | 10,944 | 33 | 0.3% | $1,630 | 加仓 |
| LLY | ELI LILLY & CO | $48.73万 | 0.40% | 530 | 25 | 5.0% | $2.30万 | 加仓 |
| — | EXXON MOBIL CORP | $46.03万 | 0.38% | 2,713 | 16 | 0.6% | $2,715 | 加仓 |
| TSLA | TESLA INC | $38.85万 | 0.32% | 1,045 | -13 | -1.2% | -$4,833 | 减仓 |
| IYW | ISHARES TR | $35.56万 | 0.29% | 1,960 | -24 | -1.2% | -$4,354 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.47万 | 0.29% | 1,289 | 8 | 0.6% | $2,201 | 加仓 |
| RTX | RTX CORPORATION | $33.68万 | 0.28% | 1,746 | -89 | -4.9% | -$1.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.96万 | 0.27% | 331 | 32 | 10.7% | $3.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.86万 | 0.27% | 1,344 | 32 | 2.4% | $7,824 | 加仓 |
| WMT | WALMART INC | $31.98万 | 0.26% | 2,573 | -268 | -9.4% | -$3.33万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $31.48万 | 0.26% | 6,297 | 56 | 0.9% | $2,799 | 加仓 |
| ORCL | ORACLE CORP | $30.37万 | 0.25% | 2,065 | -404 | -16.4% | -$5.94万 | 减仓 |
| IOO | ISHARES TR | $29.96万 | 0.25% | 2,477 | -44 | -1.7% | -$5,323 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $28.85万 | 0.24% | 17,377 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $27.98万 | 0.23% | 2,880 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.92万 | 0.22% | 891 | 69 | 8.4% | $2.08万 | 加仓 |
| IYR | ISHARES TR | $26.22万 | 0.22% | 2,773 | 335 | 13.7% | $3.17万 | 加仓 |
| CAT | CATERPILLAR INC | $25.55万 | 0.21% | 361 | 4 | 1.1% | $2,831 | 加仓 |
| MTUM | ISHARES TR | $25.44万 | 0.21% | 1,060 | -40 | -3.6% | -$9,600 | 减仓 |
| NVO | NOVO-NORDISK A S | $25.08万 | 0.21% | 6,825 | 1,270 | 22.9% | $4.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.00万 | 0.21% | 1,731 | 281 | 19.4% | $4.06万 | 加仓 |
| NFLX | NETFLIX INC. | $23.43万 | 0.19% | 2,437 | 107 | 4.6% | $1.03万 | 加仓 |
| HD | HOME DEPOT INC | $22.64万 | 0.19% | 688 | -55 | -7.4% | -$1.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.05万 | 0.18% | 441 | -13 | -2.9% | -$6,501 | 减仓 |
| IJR | ISHARES TR | $21.54万 | 0.18% | 1,733 | -108 | -5.9% | -$1.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.53万 | 0.18% | 637 | 637 | — | $21.53万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.43万 | 0.18% | 624 | 23 | 3.8% | $7,900 | 加仓 |
| GE | GE AEROSPACE | $20.78万 | 0.17% | 732 | 7 | 1.0% | $1,987 | 加仓 |
| IJH | ISHARES TR | $20.65万 | 0.17% | 3,057 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $15.34万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $8.44万 | 0.07% | 10,634 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,204 | -100.0% | -$23.12万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |