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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $20.99万 | 0.21% | 2,181 | -65 | -2.9% | -$6,256 | 减仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $20.49万 | 0.20% | 5,938 | 5,938 | — | $20.49万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $20.44万 | 0.20% | 4,990 | -94 | -1.8% | -$3,850 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $20.28万 | 0.20% | 5,940 | 5,940 | — | $20.28万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.26万 | 0.20% | 11,331 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $20.19万 | 0.20% | 597 | -50 | -7.7% | -$1.69万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $19.31万 | 0.19% | 10,101 | 20 | 0.2% | $382 | 加仓 |
| PLUG | PLUG PWR INC | $2.82万 | 0.03% | 10,395 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,107 | -100.0% | -$205.40万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -27,972 | -100.0% | -$104.62万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -22,087 | -100.0% | -$81.36万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -13,303 | -100.0% | -$44.97万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -9,677 | -100.0% | -$37.79万 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $0 | 0.00% | 0 | -3,696 | -100.0% | -$24.01万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -249 | -100.0% | -$21.74万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -3,010 | -100.0% | -$21.32万 | 清仓 |