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 |
|---|---|---|---|---|---|---|---|---|
| AGOX | STARBOARD INVT TR | $766.71万 | 7.52% | 221,209 | 9,033 | 4.3% | $31.31万 | 加仓 |
| AAPL | APPLE INC | $711.37万 | 6.97% | 24,584 | -2,028 | -7.6% | -$58.68万 | 减仓 |
| — | STARBOARD INVT TR | $660.44万 | 6.47% | 892,491 | 91,649 | 11.4% | $67.82万 | 加仓 |
| — | STARBOARD INVT TR | $478.19万 | 4.69% | 216,965 | 22,029 | 11.3% | $48.55万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $469.81万 | 4.61% | 96,144 | 7,505 | 8.5% | $36.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $333.14万 | 3.27% | 6,658 | -102 | -1.5% | -$5.10万 | 减仓 |
| IVE | ISHARES TR | $287.97万 | 2.82% | 12,682 | 784 | 6.6% | $17.80万 | 加仓 |
| LLY | ELI LILLY & CO | $256.03万 | 2.51% | 2,135 | -572 | -21.1% | -$68.60万 | 减仓 |
| IVW | ISHARES TR | $238.27万 | 2.34% | 17,325 | 774 | 4.7% | $10.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $189.64万 | 1.86% | 9,478 | -24 | -0.3% | -$4,802 | 减仓 |
| MSFT | MICROSOFT CORP | $184.68万 | 1.81% | 4,951 | -46 | -0.9% | -$1.72万 | 减仓 |
| AMZN | AMAZON COM INC | $181.25万 | 1.78% | 7,605 | -110 | -1.4% | -$2.62万 | 减仓 |
| VDE | VANGUARD WORLD FD | $165.32万 | 1.62% | 11,012 | 1 | 0.0% | $150 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $159.19万 | 1.56% | 32,468 | 718 | 2.3% | $3.52万 | 加仓 |
| T | AT&T INC | $157.26万 | 1.54% | 75,973 | -954 | -1.2% | -$1.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $150.37万 | 1.47% | 2,189 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $138.67万 | 1.36% | 1,883 | 29 | 1.6% | $2.14万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $138.44万 | 1.36% | 31,825 | -100 | -0.3% | -$4,350 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $113.71万 | 1.11% | 26,358 | -150 | -0.6% | -$6,471 | 减仓 |
| BYLD | ISHARES TR | $113.46万 | 1.11% | 50,093 | -3,046 | -5.7% | -$6.90万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $109.35万 | 1.07% | 31,412 | -330 | -1.0% | -$1.15万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $107.65万 | 1.06% | 13,935 | -189 | -1.3% | -$1.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $106.32万 | 1.04% | 3,248 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $106.19万 | 1.04% | 23,104 | 945 | 4.3% | $4.34万 | 加仓 |
| GLW | CORNING INC | $102.90万 | 1.01% | 4,029 | -29 | -0.7% | -$7,407 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $102.41万 | 1.00% | 1,763 | 0 | 0.0% | — | 不变 |
| XCCC | BONDBLOXX ETF TRUST | $101.16万 | 0.99% | 27,667 | 990 | 3.7% | $3.62万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $100.00万 | 0.98% | 18,653 | 1,160 | 6.6% | $6.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $99.31万 | 0.97% | 18,698 | -227 | -1.2% | -$1.21万 | 减仓 |
| IXJ | ISHARES TR | $97.70万 | 0.96% | 9,931 | -65 | -0.7% | -$6,394 | 减仓 |
| CSX | CSX CORP | $97.53万 | 0.96% | 20,520 | -773 | -3.6% | -$3.67万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $93.56万 | 0.92% | 7,349 | 151 | 2.1% | $1.92万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $88.22万 | 0.86% | 18,830 | -174 | -0.9% | -$8,152 | 减仓 |
| PG | PROCTER & GAMBLE CO | $84.67万 | 0.83% | 5,774 | 1 | 0.0% | $147 | 加仓 |
| KO | COCA COLA CO | $80.54万 | 0.79% | 9,910 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $80.34万 | 0.79% | 9,043 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $78.68万 | 0.77% | 3,307 | 3,307 | — | $78.68万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $77.21万 | 0.76% | 14,696 | -82 | -0.6% | -$4,308 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $74.74万 | 0.73% | 6,372 | 135 | 2.2% | $1.58万 | 加仓 |
| CAT | CATERPILLAR INC | $70.82万 | 0.69% | 665 | -187 | -21.9% | -$19.91万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $65.08万 | 0.64% | 10,628 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $64.91万 | 0.64% | 4,394 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $64.85万 | 0.64% | 7,460 | 382 | 5.4% | $3.32万 | 加仓 |
| IYK | ISHARES TR | $64.61万 | 0.63% | 8,892 | 435 | 5.1% | $3.16万 | 加仓 |
| WMT | WALMART INC | $62.81万 | 0.62% | 5,545 | 2 | 0.0% | $227 | 加仓 |
| MO | ALTRIA GROUP INC | $62.42万 | 0.61% | 8,676 | -33 | -0.4% | -$2,374 | 减仓 |
| BP | BP PLC | $62.36万 | 0.61% | 16,876 | -25 | -0.1% | -$924 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $60.75万 | 0.60% | 2,435 | -3 | -0.1% | -$749 | 减仓 |
| MS | MORGAN STANLEY | $59.07万 | 0.58% | 2,826 | -103 | -3.5% | -$2.15万 | 减仓 |
| IGHG | PROSHARES TR | $55.15万 | 0.54% | 7,040 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $54.86万 | 0.54% | 11,167 | -60 | -0.5% | -$2,948 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $54.17万 | 0.53% | 2,994 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $53.39万 | 0.52% | 7,010 | -200 | -2.8% | -$1.52万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $52.71万 | 0.52% | 9,990 | 1,442 | 16.9% | $7.61万 | 加仓 |
| IYR | ISHARES TR | $48.16万 | 0.47% | 4,710 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.92万 | 0.47% | 642 | -3 | -0.5% | -$2,239 | 减仓 |
| ITA | ISHARES TR | $46.38万 | 0.45% | 1,913 | -307 | -13.8% | -$7.44万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $44.49万 | 0.44% | 16,967 | 42 | 0.2% | $1,101 | 加仓 |
| AVGO | BROADCOM INC | $43.99万 | 0.43% | 1,165 | -43 | -3.6% | -$1.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $43.64万 | 0.43% | 2,632 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $43.54万 | 0.43% | 4,549 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $42.19万 | 0.41% | 2,924 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $42.13万 | 0.41% | 1,659 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $42.06万 | 0.41% | 1,027 | -25 | -2.4% | -$1.02万 | 减仓 |
| DAL | DELTA AIR LINES INC | $41.06万 | 0.40% | 4,384 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $39.69万 | 0.39% | 9,780 | -51 | -0.5% | -$2,070 | 减仓 |
| MRK | MERCK & CO INC | $39.57万 | 0.39% | 3,079 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.61万 | 0.38% | 1,373 | -17 | -1.2% | -$4,781 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.35万 | 0.38% | 12,095 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $36.50万 | 0.36% | 4,417 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.54万 | 0.35% | 1,172 | 197 | 20.2% | $5.97万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.76万 | 0.33% | 3,501 | -387 | -10.0% | -$3.73万 | 减仓 |
| GOOGL | ALPHABET INC | $31.66万 | 0.31% | 886 | -90 | -9.2% | -$3.22万 | 减仓 |
| LOW | LOWES COS INC | $30.93万 | 0.30% | 1,403 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $30.72万 | 0.30% | 2,467 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.34万 | 0.30% | 300 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $30.25万 | 0.30% | 821 | -40 | -4.6% | -$1.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.16万 | 0.30% | 261 | 261 | — | $30.16万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $29.95万 | 0.29% | 3,150 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.71万 | 0.28% | 814 | 3 | 0.4% | $1,058 | 加仓 |
| GILD | GILEAD SCIENCES INC | $27.16万 | 0.27% | 2,150 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $27.08万 | 0.27% | 2,000 | 2 | 0.1% | $271 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $26.59万 | 0.26% | 4,411 | -13 | -0.3% | -$784 | 减仓 |
| IJR | ISHARES TR | $26.59万 | 0.26% | 1,793 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.44万 | 0.25% | 741 | -58 | -7.3% | -$1.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.24万 | 0.25% | 1,994 | -102 | -4.9% | -$1.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $24.92万 | 0.24% | 836 | 836 | — | $24.92万 | 新建仓 |
| PSX | PHILLIPS 66 | $24.13万 | 0.24% | 1,428 | -127 | -8.2% | -$2.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.09万 | 0.24% | 469 | -4 | -0.8% | -$2,054 | 减仓 |
| GE | GE AEROSPACE | $23.76万 | 0.23% | 636 | -345 | -35.2% | -$12.89万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.76万 | 0.23% | 1,061 | -27 | -2.5% | -$6,047 | 减仓 |
| IVV | ISHARES TR | $23.08万 | 0.23% | 308 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $22.20万 | 0.22% | 545 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.01万 | 0.22% | 5,199 | 353 | 7.3% | $1.49万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $22.01万 | 0.22% | 225 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $21.93万 | 0.21% | 1,156 | 1 | 0.1% | $190 | 加仓 |
| DVY | ISHARES TR | $21.71万 | 0.21% | 1,389 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $21.61万 | 0.21% | 544 | 544 | — | $21.61万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $21.33万 | 0.21% | 8,776 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $21.28万 | 0.21% | 3,785 | 0 | 0.0% | — | 不变 |