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 |
|---|---|---|---|---|---|---|---|---|
| SHLD | GLOBAL X FDS | $21.32万 | 0.22% | 3,010 | 100 | 3.4% | $7,084 | 重新持有 |
| VRP | INVESCO EXCH TRADED FD TR II | $21.04万 | 0.22% | 8,776 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.04万 | 0.22% | 1,389 | -71 | -4.9% | -$1.08万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $20.14万 | 0.21% | 225 | 225 | — | $20.14万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.11万 | 0.21% | 11,331 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.10万 | 0.21% | 308 | -79 | -20.4% | -$5.15万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $20.07万 | 0.21% | 5,084 | 5,084 | — | $20.07万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $19.46万 | 0.20% | 10,081 | 10,081 | — | $19.46万 | 新建仓 |
| PLUG | PLUG PWR INC | $2.35万 | 0.02% | 10,395 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -10,660 | -100.0% | -$47.34万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -8,167 | -100.0% | -$39.74万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,287 | -100.0% | -$25.08万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -1,953 | -100.0% | -$20.92万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,061 | -100.0% | -$20.59万 | 清仓 |
| BUYW | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -13,827 | -100.0% | -$19.80万 | 清仓 |