PARTNERS WEALTH MANAGEMENT, LLC
CARMEL BY THE SEA CA · SEC CIK 0002054714
$1.02亿2026Q2 申报市值
108持仓数
43.0%前十大占比 · 第一大 7.5%
6 / 8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
ALL 新建仓+$78.68万
STARBOARD INVT T 加仓+$67.82万
STARBOARD INVT T 加仓+$48.55万
VNLA 加仓+$36.67万
AGOX 加仓+$31.31万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$205.40万
BONDBLOXX ETF TR 清仓-$104.62万
BONDBLOXX ETF TR 清仓-$81.36万
LLY 减仓-$68.60万
AAPL 减仓-$58.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $150.37万 | 1.47% | 2,189 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $157.26万 | 1.54% | 75,973 | -954 | -1.2% | -$1.97万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $159.19万 | 1.56% | 32,468 | 718 | 2.3% | $3.52万 | 加仓 |
| VDE | VANGUARD WORLD FD | $165.32万 | 1.62% | 11,012 | 1 | 0.0% | $150 | 加仓 |
| AMZN | AMAZON COM INC | $181.25万 | 1.78% | 7,605 | -110 | -1.4% | -$2.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $184.68万 | 1.81% | 4,951 | -46 | -0.9% | -$1.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $189.64万 | 1.86% | 9,478 | -24 | -0.3% | -$4,802 | 减仓 |
| IVW | ISHARES TR | $238.27万 | 2.34% | 17,325 | 774 | 4.7% | $10.64万 | 加仓 |
| LLY | ELI LILLY & CO | $256.03万 | 2.51% | 2,135 | -572 | -21.1% | -$68.60万 | 减仓 |
| IVE | ISHARES TR | $287.97万 | 2.82% | 12,682 | 784 | 6.6% | $17.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $333.14万 | 3.27% | 6,658 | -102 | -1.5% | -$5.10万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $469.81万 | 4.61% | 96,144 | 7,505 | 8.5% | $36.67万 | 加仓 |
| — | STARBOARD INVT TR | $478.19万 | 4.69% | 216,965 | 22,029 | 11.3% | $48.55万 | 加仓 |
| — | STARBOARD INVT TR | $660.44万 | 6.47% | 892,491 | 91,649 | 11.4% | $67.82万 | 加仓 |
| AAPL | APPLE INC | $711.37万 | 6.97% | 24,584 | -2,028 | -7.6% | -$58.68万 | 减仓 |
| AGOX | STARBOARD INVT TR | $766.71万 | 7.52% | 221,209 | 9,033 | 4.3% | $31.31万 | 加仓 |