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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $675.38万 | 6.96% | 26,612 | 44 | 0.2% | $1.12万 | 加仓 |
| — | STARBOARD INVT TR | $615.05万 | 6.34% | 800,842 | 237,840 | 42.2% | $182.66万 | 加仓 |
| AGOX | STARBOARD INVT TR | $564.81万 | 5.82% | 212,176 | -19,494 | -8.4% | -$51.89万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $433.09万 | 4.46% | 88,639 | -3,899 | -4.2% | -$19.05万 | 减仓 |
| — | STARBOARD INVT TR | $370.25万 | 3.82% | 194,936 | 56,041 | 40.3% | $106.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $323.92万 | 3.34% | 6,760 | -60 | -0.9% | -$2.88万 | 减仓 |
| IVE | ISHARES TR | $251.23万 | 2.59% | 11,898 | 161 | 1.4% | $3.40万 | 加仓 |
| LLY | ELI LILLY & CO | $248.95万 | 2.57% | 2,707 | -104 | -3.7% | -$9.56万 | 减仓 |
| T | AT&T INC | $223.01万 | 2.30% | 76,927 | -1,572 | -2.0% | -$4.56万 | 减仓 |
| — | EXXON MOBIL CORP | $205.40万 | 2.12% | 12,107 | -20 | -0.2% | -$3,393 | 减仓 |
| VDE | VANGUARD WORLD FD | $190.53万 | 1.96% | 11,011 | -44 | -0.4% | -$7,614 | 减仓 |
| IVW | ISHARES TR | $187.20万 | 1.93% | 16,551 | 362 | 2.2% | $4.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $184.99万 | 1.91% | 4,997 | 56 | 1.1% | $2.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $165.71万 | 1.71% | 9,502 | -350 | -3.6% | -$6.10万 | 减仓 |
| AMZN | AMAZON COM INC | $160.68万 | 1.66% | 7,715 | -160 | -2.0% | -$3.33万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $157.19万 | 1.62% | 31,750 | -2,023 | -6.0% | -$10.02万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $139.38万 | 1.44% | 31,925 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $130.83万 | 1.35% | 2,189 | -3 | -0.1% | -$1,793 | 减仓 |
| BYLD | ISHARES TR | $119.72万 | 1.23% | 53,139 | -3,763 | -6.6% | -$8.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $115.94万 | 1.19% | 18,925 | -29 | -0.2% | -$1,777 | 减仓 |
| QQQ | INVESCO QQQ TR | $106.99万 | 1.10% | 1,854 | -41 | -2.2% | -$2.37万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $104.62万 | 1.08% | 27,972 | 1,637 | 6.2% | $6.12万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $104.52万 | 1.08% | 26,508 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $101.05万 | 1.04% | 22,159 | -207 | -0.9% | -$9,440 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $99.38万 | 1.02% | 14,124 | -107 | -0.8% | -$7,529 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $97.10万 | 1.00% | 26,677 | -128 | -0.5% | -$4,659 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $96.81万 | 1.00% | 31,742 | -141 | -0.4% | -$4,301 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $95.54万 | 0.98% | 3,248 | -1 | -0.0% | -$294 | 减仓 |
| IXJ | ISHARES TR | $93.50万 | 0.96% | 9,996 | -35 | -0.3% | -$3,274 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $88.58万 | 0.91% | 19,004 | -1,556 | -7.6% | -$7.25万 | 减仓 |
| MSTR | STRATEGY INC | $88.33万 | 0.91% | 7,078 | 19 | 0.3% | $2,371 | 加仓 |
| CSX | CSX CORP | $87.41万 | 0.90% | 21,293 | -498 | -2.3% | -$2.04万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $86.36万 | 0.89% | 17,493 | -90 | -0.5% | -$4,443 | 减仓 |
| PG | PROCTER & GAMBLE CO | $83.39万 | 0.86% | 5,773 | -24 | -0.4% | -$3,467 | 减仓 |
| — | BONDBLOXX ETF TRUST | $81.36万 | 0.84% | 22,087 | 492 | 2.3% | $1.81万 | 加仓 |
| BP | BP PLC | $79.43万 | 0.82% | 16,901 | -2,875 | -14.5% | -$13.51万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $77.91万 | 0.80% | 9,043 | -33 | -0.4% | -$2,843 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $77.33万 | 0.80% | 14,778 | -92 | -0.6% | -$4,814 | 减仓 |
| KO | COCA COLA CO | $75.37万 | 0.78% | 9,910 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO EXCH TRADED FD TR II | $70.88万 | 0.73% | 7,198 | 609 | 9.2% | $6.00万 | 加仓 |
| WMT | WALMART INC | $68.89万 | 0.71% | 5,543 | -62 | -1.1% | -$7,706 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $67.98万 | 0.70% | 6,237 | -102 | -1.6% | -$1.11万 | 减仓 |
| IXC | ISHARES TR | $64.68万 | 0.67% | 11,227 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $60.36万 | 0.62% | 852 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $59.22万 | 0.61% | 8,457 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $58.22万 | 0.60% | 4,394 | 100 | 2.3% | $1.32万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $57.98万 | 0.60% | 10,628 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $57.47万 | 0.59% | 8,709 | 40 | 0.5% | $2,640 | 加仓 |
| GLW | CORNING INC | $55.17万 | 0.57% | 4,058 | -2 | -0.0% | -$272 | 减仓 |
| IGHG | PROSHARES TR | $54.67万 | 0.56% | 7,040 | -1,650 | -19.0% | -$12.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $54.47万 | 0.56% | 2,632 | -106 | -3.9% | -$2.19万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $49.88万 | 0.51% | 16,925 | -3,515 | -17.2% | -$10.36万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $49.51万 | 0.51% | 2,994 | -32 | -1.1% | -$5,291 | 减仓 |
| ITA | ISHARES TR | $48.57万 | 0.50% | 2,220 | -88 | -3.8% | -$1.93万 | 减仓 |
| MS | MORGAN STANLEY | $48.20万 | 0.50% | 2,929 | -82 | -2.7% | -$1.35万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $48.06万 | 0.50% | 2,438 | -25 | -1.0% | -$4,928 | 减仓 |
| — | BONDBLOXX ETF TRUST | $44.97万 | 0.46% | 13,303 | 700 | 5.6% | $2.37万 | 加仓 |
| IYR | ISHARES TR | $44.54万 | 0.46% | 4,710 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $43.91万 | 0.45% | 4,549 | -440 | -8.8% | -$4.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.95万 | 0.43% | 645 | 20 | 3.2% | $1.30万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $41.83万 | 0.43% | 8,548 | 786 | 10.1% | $3.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.55万 | 0.42% | 1,659 | -2 | -0.1% | -$489 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $39.85万 | 0.41% | 9,831 | 9,831 | — | $39.85万 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $37.79万 | 0.39% | 9,677 | 604 | 6.7% | $2.36万 | 加仓 |
| IWB | ISHARES TR | $37.51万 | 0.39% | 1,052 | -300 | -22.2% | -$10.70万 | 减仓 |
| AVGO | BROADCOM INC | $37.39万 | 0.39% | 1,208 | -173 | -12.5% | -$5.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.11万 | 0.38% | 12,095 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $37.06万 | 0.38% | 861 | 210 | 32.3% | $9.04万 | 加仓 |
| MRK | MERCK & CO INC | $37.04万 | 0.38% | 3,079 | 25 | 0.8% | $3,007 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.86万 | 0.37% | 1,763 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $35.16万 | 0.36% | 4,417 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $34.90万 | 0.36% | 2,924 | 50 | 1.7% | $5,968 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $34.49万 | 0.36% | 3,888 | -400 | -9.3% | -$3.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.69万 | 0.35% | 1,390 | -84 | -5.7% | -$2.04万 | 减仓 |
| ARTY | ISHARES TR | $33.55万 | 0.35% | 7,210 | -75 | -1.0% | -$3,490 | 减仓 |
| LOW | LOWES COS INC | $33.14万 | 0.34% | 1,403 | 15 | 1.1% | $3,544 | 加仓 |
| PEP | PEPSICO INC | $31.03万 | 0.32% | 1,998 | 68 | 3.5% | $1.06万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $29.96万 | 0.31% | 2,150 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $29.14万 | 0.30% | 4,384 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $28.33万 | 0.29% | 1,555 | 1 | 0.1% | $182 | 加仓 |
| IXG | ISHARES TR | $28.12万 | 0.29% | 2,467 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.07万 | 0.29% | 976 | 11 | 1.1% | $3,163 | 加仓 |
| GE | GE AEROSPACE | $27.83万 | 0.29% | 981 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $27.45万 | 0.28% | 2,096 | -1 | -0.0% | -$131 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.10万 | 0.28% | 3,785 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.67万 | 0.27% | 811 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $25.98万 | 0.27% | 3,150 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $25.54万 | 0.26% | 975 | 39 | 4.2% | $1.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.38万 | 0.26% | 300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $24.33万 | 0.25% | 4,846 | -1,000 | -17.1% | -$5.02万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $24.26万 | 0.25% | 4,424 | 4,424 | — | $24.26万 | 新建仓 |
| V | VISA INC | $24.16万 | 0.25% | 799 | -95 | -10.6% | -$2.87万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.01万 | 0.25% | 3,696 | 3,696 | — | $24.01万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.63万 | 0.24% | 473 | 1 | 0.2% | $500 | 加仓 |
| SPGI | S&P GLOBAL INC | $23.18万 | 0.24% | 545 | 19 | 3.6% | $8,081 | 加仓 |
| IJR | ISHARES TR | $22.29万 | 0.23% | 1,793 | -54 | -2.9% | -$6,713 | 减仓 |
| RTX | RTX CORPORATION | $22.28万 | 0.23% | 1,155 | -41 | -3.4% | -$7,911 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.11万 | 0.23% | 1,088 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.74万 | 0.22% | 249 | 249 | — | $21.74万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.65万 | 0.22% | 2,246 | -100 | -4.3% | -$9,638 | 减仓 |