PARTNERS WEALTH MANAGEMENT, LLC
CARMEL BY THE SEA CA · SEC CIK 0002054714
$9,704.62万2026Q1 申报市值
109持仓数
40.3%前十大占比 · 第一大 7.0%
7 / 6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
STARBOARD INVT T 加仓+$182.66万
STARBOARD INVT T 加仓+$106.44万
LVHI 新建仓+$39.85万
IDMO 新建仓+$24.26万
SUN 新建仓+$24.01万
2026Q1 卖出最多 按季末市值估算
AGOX 减仓-$51.89万
SPDW 清仓-$47.34万
IHDG 清仓-$39.74万
ORCL 清仓-$25.08万
MUB 清仓-$20.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XTRE | BONDBLOXX ETF TRUST | $157.19万 | 1.62% | 31,750 | -2,023 | -6.0% | -$10.02万 | 减仓 |
| AMZN | AMAZON COM INC | $160.68万 | 1.66% | 7,715 | -160 | -2.0% | -$3.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $165.71万 | 1.71% | 9,502 | -350 | -3.6% | -$6.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $184.99万 | 1.91% | 4,997 | 56 | 1.1% | $2.07万 | 加仓 |
| IVW | ISHARES TR | $187.20万 | 1.93% | 16,551 | 362 | 2.2% | $4.09万 | 加仓 |
| VDE | VANGUARD WORLD FD | $190.53万 | 1.96% | 11,011 | -44 | -0.4% | -$7,614 | 减仓 |
| — | EXXON MOBIL CORP | $205.40万 | 2.12% | 12,107 | -20 | -0.2% | -$3,393 | 减仓 |
| T | AT&T INC | $223.01万 | 2.30% | 76,927 | -1,572 | -2.0% | -$4.56万 | 减仓 |
| LLY | ELI LILLY & CO | $248.95万 | 2.57% | 2,707 | -104 | -3.7% | -$9.56万 | 减仓 |
| IVE | ISHARES TR | $251.23万 | 2.59% | 11,898 | 161 | 1.4% | $3.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $323.92万 | 3.34% | 6,760 | -60 | -0.9% | -$2.88万 | 减仓 |
| — | STARBOARD INVT TR | $370.25万 | 3.82% | 194,936 | 56,041 | 40.3% | $106.44万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $433.09万 | 4.46% | 88,639 | -3,899 | -4.2% | -$19.05万 | 减仓 |
| AGOX | STARBOARD INVT TR | $564.81万 | 5.82% | 212,176 | -19,494 | -8.4% | -$51.89万 | 减仓 |
| — | STARBOARD INVT TR | $615.05万 | 6.34% | 800,842 | 237,840 | 42.2% | $182.66万 | 加仓 |
| AAPL | APPLE INC | $675.38万 | 6.96% | 26,612 | 44 | 0.2% | $1.12万 | 加仓 |