Serenus Wealth Advisors, LLC
SANTA MONICA CA · SEC CIK 0002053695
$10.53亿2026Q2 申报市值
75持仓数
88.8%前十大占比 · 第一大 43.2%
6 / 3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
USB 新建仓+$942.56万
SPHQ 加仓+$285.38万
VTI 加仓+$202.99万
DGRW 加仓+$145.91万
IJH 加仓+$109.39万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$242.25万
XTRACKERS S&P 50 清仓-$80.08万
ISHARES ESG AWAR 清仓-$41.85万
SPY 减仓-$36.44万
ISRG 清仓-$21.71万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | $4.55亿 | 43.22% | 1,273,078 | 250 | 0.0% | $8.93万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.22亿 | 11.60% | 2,424,914 | 6,652 | 0.3% | $33.49万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1.07亿 | 10.17% | 143,317 | -488 | -0.3% | -$36.44万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $7,906.69万 | 7.51% | 115,966 | 1,554 | 1.4% | $105.95万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,393.54万 | 5.12% | 72,024 | -3,235 | -4.3% | -$242.25万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $3,957.79万 | 3.76% | 413,908 | 15,259 | 3.8% | $145.91万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,076.76万 | 2.92% | 399,067 | 14,188 | 3.7% | $109.39万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1,821.30万 | 1.73% | 25,895 | -117 | -0.4% | -$8.23万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1,476.92万 | 1.40% | 48,776 | 6,704 | 15.9% | $202.99万 | 加仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1,396.33万 | 1.33% | 96,392 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $1,264.68万 | 1.20% | 18,414 | -256 | -1.4% | -$17.58万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,112.38万 | 1.06% | 123,461 | 31,674 | 34.5% | $285.38万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,101.47万 | 1.05% | 57,814 | 106 | 0.2% | $2.02万 | 加仓 |
| USB | US BANCORP COM NEW | $942.56万 | 0.90% | 156,053 | 156,053 | — | $942.56万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $886.71万 | 0.84% | 59,798 | 114 | 0.2% | $1.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $858.40万 | 0.82% | 349,654 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $683.32万 | 0.65% | 55,031 | 7 | 0.0% | $869 | 加仓 |
| AAPL | APPLE INC COM | $552.05万 | 0.52% | 19,078 | -9 | -0.0% | -$2,604 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $466.03万 | 0.44% | 19,223 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $297.91万 | 0.28% | 18,136 | -1,156 | -6.0% | -$18.99万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $263.93万 | 0.25% | 30,873 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $247.45万 | 0.24% | 4,737 | -213 | -4.3% | -$11.13万 | 减仓 |
| AMZN | AMAZON COM INC COM | $204.13万 | 0.19% | 8,565 | 291 | 3.5% | $6.94万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $162.42万 | 0.15% | 17,724 | 59 | 0.3% | $5,407 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $151.40万 | 0.14% | 7,567 | 45 | 0.6% | $9,004 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $117.36万 | 0.11% | 13,355 | -1,797 | -11.9% | -$15.79万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $116.42万 | 0.11% | 5,342 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $106.85万 | 0.10% | 45,166 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $102.91万 | 0.10% | 1,772 | 32 | 1.8% | $1.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $101.31万 | 0.10% | 3,095 | 3,095 | — | $101.31万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $96.75万 | 0.09% | 6,819 | 0 | 0.0% | — | 不变 |
| — | ROCKCREEK GLOBAL EQUALITY ETF | $96.23万 | 0.09% | 32,474 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $90.89万 | 0.09% | 2,161 | 74 | 3.5% | $3.11万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $88.67万 | 0.08% | 2,377 | -134 | -5.3% | -$5.00万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $84.39万 | 0.08% | 8,383 | -1,391 | -14.2% | -$14.00万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $84.33万 | 0.08% | 11,721 | -151 | -1.3% | -$1.09万 | 减仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $82.33万 | 0.08% | 9,365 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $79.26万 | 0.08% | 13,038 | 20 | 0.2% | $1,216 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $77.88万 | 0.07% | 3,660 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $76.80万 | 0.07% | 1,363 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $76.79万 | 0.07% | 7,442 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | $62.09万 | 0.06% | 22,119 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $61.14万 | 0.06% | 1,793 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $59.35万 | 0.06% | 1,186 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $58.62万 | 0.06% | 8,210 | 1,459 | 21.6% | $10.42万 | 加仓 |
| LLY | ELI LILLY & CO COM | $50.98万 | 0.05% | 425 | -14 | -3.2% | -$1.68万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $50.61万 | 0.05% | 3,326 | 4 | 0.1% | $609 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $48.18万 | 0.05% | 5,980 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $46.22万 | 0.04% | 2,555 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC COM NEW | $42.65万 | 0.04% | 25,755 | 2,055 | 8.7% | $3.40万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $41.24万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $40.45万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $36.71万 | 0.03% | 3,801 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $36.65万 | 0.03% | 2,501 | -101 | -3.9% | -$1.48万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $34.20万 | 0.03% | 968 | 80 | 9.0% | $2.83万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $33.34万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $32.83万 | 0.03% | 869 | -21 | -2.4% | -$7,933 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $32.66万 | 0.03% | 428 | 0 | 0.0% | — | 重新持有 |
| MU | MICRON TECHNOLOGY INC COM | $30.36万 | 0.03% | 263 | 263 | — | $30.36万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $28.17万 | 0.03% | 8,883 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $26.61万 | 0.03% | 2,281 | 2,281 | — | $26.61万 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $25.60万 | 0.02% | 5,062 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $24.69万 | 0.02% | 1,016 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $24.07万 | 0.02% | 2,170 | 2,170 | — | $24.07万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $23.99万 | 0.02% | 6,891 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $23.71万 | 0.02% | 370 | 370 | — | $23.71万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $22.34万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $22.30万 | 0.02% | 3,000 | -105 | -3.4% | -$7,806 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $21.98万 | 0.02% | 17,068 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $21.94万 | 0.02% | 622 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CL A | $21.59万 | 0.02% | 1,610 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $21.44万 | 0.02% | 4,000 | 0 | 0.0% | — | 重新持有 |
| AXON | AXON ENTERPRISE INC COM | $20.68万 | 0.02% | 369 | 0 | 0.0% | — | 重新持有 |
| V | VISA INC COM CL A | $20.35万 | 0.02% | 593 | -1 | -0.2% | -$343 | 重新持有 |
| — | VALUE STOCK INDEX PORTFOLIO | $1.87万 | 0.00% | 4,320 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS S&P 500 GROWTH SCORED & SCREENED ETF | $0 | 0.00% | 0 | -16,559 | -100.0% | -$80.08万 | 清仓 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $0 | 0.00% | 0 | -8,767 | -100.0% | -$41.85万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -471 | -100.0% | -$21.71万 | 清仓 |