Victrix Investment Advisors
Stuart FL · SEC CIK 0002055229
$2.75亿2026Q1 申报市值
107持仓数
35.8%前十大占比 · 第一大 4.8%
9 / 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
VEA 加仓+$156.25万
MSFT 加仓+$147.66万
VWO 加仓+$128.64万
UNH 加仓+$92.62万
VOO 加仓+$72.72万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$60.90万
QQQ 减仓-$58.59万
ADBE 清仓-$39.51万
CLX 清仓-$36.39万
FBCG 清仓-$32.80万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $552.43万 | 2.01% | 44,450 | 88 | 0.2% | $1.09万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $583.61万 | 2.12% | 21,568 | 3,423 | 18.9% | $92.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $628.63万 | 2.28% | 25,717 | 1,660 | 6.9% | $40.58万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $661.71万 | 2.40% | 213,732 | 10,913 | 5.4% | $33.79万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $720.39万 | 2.62% | 247,727 | 12,499 | 5.3% | $36.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $726.72万 | 2.64% | 12,024 | -2 | -0.0% | -$1,209 | 减仓 |
| MSFT | MICROSOFT CORP | $838.06万 | 3.04% | 22,640 | 3,989 | 21.4% | $147.66万 | 加仓 |
| AMZN | AMAZON COM INC | $882.00万 | 3.20% | 42,349 | 3,393 | 8.7% | $70.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $926.01万 | 3.36% | 19,324 | 1,357 | 7.6% | $65.03万 | 重新持有 |
| AAPL | APPLE INC | $1,032.37万 | 3.75% | 40,678 | 1,246 | 3.2% | $31.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,041.68万 | 3.78% | 17,432 | 1,217 | 7.5% | $72.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,091.88万 | 3.96% | 170,393 | 24,383 | 16.7% | $156.25万 | 加仓 |
| GOOGL | ALPHABET INC | $1,276.11万 | 4.63% | 44,377 | 120 | 0.3% | $3.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,312.80万 | 4.77% | 75,275 | 301 | 0.4% | $5.25万 | 加仓 |