Serenus Wealth Advisors, LLC
SANTA MONICA CA · SEC CIK 0002053695
$8.83亿2026Q1 申报市值
68持仓数
89.6%前十大占比 · 第一大 41.5%
3 / 5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
GOOGL 加仓+$1.63亿
QQQ 加仓+$293.76万
SPHQ 加仓+$213.24万
VTI 加仓+$208.70万
IJH 加仓+$175.43万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$932.36万
IVV 减仓-$222.18万
SPY 减仓-$139.74万
CRM 清仓-$32.23万
KKR 清仓-$23.02万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | $3.66亿 | 41.45% | 1,272,828 | 567,210 | 80.4% | $1.63亿 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.22亿 | 13.79% | 2,418,262 | -185,212 | -7.1% | -$932.36万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $9,350.78万 | 10.59% | 143,805 | -2,149 | -1.5% | -$139.74万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $6,107.52万 | 6.92% | 114,412 | 5,503 | 5.1% | $293.76万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $4,915.01万 | 5.57% | 75,259 | -3,402 | -4.3% | -$222.18万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $3,501.73万 | 3.97% | 398,649 | 16,544 | 4.3% | $145.32万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,597.57万 | 2.94% | 384,879 | 25,993 | 7.2% | $175.43万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1,604.31万 | 1.82% | 26,012 | -333 | -1.3% | -$20.54万 | 减仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1,162.58万 | 1.32% | 96,392 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $1,115.62万 | 1.26% | 18,670 | 428 | 2.3% | $25.57万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,065.46万 | 1.21% | 42,072 | 8,241 | 24.4% | $208.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,003.86万 | 1.14% | 349,654 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $766.94万 | 0.87% | 57,708 | -1,285 | -2.2% | -$17.08万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $741.36万 | 0.84% | 59,684 | 13 | 0.0% | $1,615 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $690.15万 | 0.78% | 91,787 | 28,360 | 44.7% | $213.24万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $586.56万 | 0.66% | 13,756 | 2 | 0.0% | $853 | 加仓 |
| AAPL | APPLE INC COM | $484.41万 | 0.55% | 19,087 | 1,381 | 7.8% | $35.05万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $410.74万 | 0.47% | 19,223 | -314 | -1.6% | -$6.71万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $274.77万 | 0.31% | 19,292 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $238.06万 | 0.27% | 30,873 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $229.17万 | 0.26% | 4,950 | -30 | -0.6% | -$1.39万 | 减仓 |
| AMZN | AMAZON COM INC COM | $172.32万 | 0.20% | 8,274 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $161.88万 | 0.18% | 17,665 | 38 | 0.2% | $3,482 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $131.18万 | 0.15% | 7,522 | -158 | -2.1% | -$2.76万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $115.97万 | 0.13% | 15,152 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $104.81万 | 0.12% | 5,342 | -17 | -0.3% | -$3,335 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $98.38万 | 0.11% | 9,774 | 16 | 0.2% | $1,611 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $93.21万 | 0.11% | 45,166 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $92.96万 | 0.11% | 2,511 | -77 | -3.0% | -$2.85万 | 减仓 |
| — | ROCKCREEK GLOBAL EQUALITY ETF | $90.29万 | 0.10% | 32,474 | 14,624 | 81.9% | $40.66万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $85.33万 | 0.10% | 6,819 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS S&P 500 GROWTH SCORED & SCREENED ETF | $80.08万 | 0.09% | 16,559 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $78.34万 | 0.09% | 11,872 | -7 | -0.1% | -$462 | 减仓 |
| META | META PLATFORMS INC CL A | $78.00万 | 0.09% | 1,363 | -10 | -0.7% | -$5,722 | 减仓 |
| TSLA | TESLA INC COM | $77.58万 | 0.09% | 2,087 | -25 | -1.2% | -$9,294 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $73.66万 | 0.08% | 13,018 | 15 | 0.1% | $849 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $70.24万 | 0.08% | 3,660 | -127 | -3.4% | -$2.44万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $68.82万 | 0.08% | 1,873 | -49 | -2.5% | -$1.80万 | 减仓 |
| NFLX | NETFLIX INC. COM | $64.91万 | 0.07% | 6,751 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $63.13万 | 0.07% | 7,442 | -91 | -1.2% | -$7,719 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $56.83万 | 0.06% | 1,186 | 256 | 27.5% | $12.27万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $48.49万 | 0.05% | 3,322 | 3 | 0.1% | $438 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | $47.36万 | 0.05% | 22,119 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $42.93万 | 0.05% | 1,495 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $42.24万 | 0.05% | 2,555 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $41.85万 | 0.05% | 8,767 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $40.38万 | 0.05% | 439 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $38.28万 | 0.04% | 2,602 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $37.48万 | 0.04% | 1,743 | 1,743 | — | $37.48万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $35.40万 | 0.04% | 1,740 | -50 | -2.8% | -$1.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $34.87万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $34.41万 | 0.04% | 3,801 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC COM NEW | $34.32万 | 0.04% | 23,700 | 1,500 | 6.8% | $2.17万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $28.81万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $28.75万 | 0.03% | 1,793 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $27.55万 | 0.03% | 890 | -57 | -6.0% | -$1.76万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.25万 | 0.03% | 8,883 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $25.62万 | 0.03% | 5,062 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $25.46万 | 0.03% | 888 | 1 | 0.1% | $287 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $23.12万 | 0.03% | 1,610 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $22.60万 | 0.03% | 3,105 | 3,105 | — | $22.60万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $22.28万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $22.07万 | 0.02% | 1,016 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $21.71万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $21.61万 | 0.02% | 17,068 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $21.02万 | 0.02% | 6,891 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $20.46万 | 0.02% | 622 | 622 | — | $20.46万 | 新建仓 |
| — | VALUE STOCK INDEX PORTFOLIO | $2.82万 | 0.00% | 4,320 | -64 | -1.5% | -$417 | 减仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,217 | -100.0% | -$32.23万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -1,806 | -100.0% | -$23.02万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.78万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -1,300 | -100.0% | -$20.04万 | 清仓 |
| — | ORIGIN MATERIALS INC WT EXP 062526 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$94 | 清仓 |