Sulzberger Capital Advisors, Inc.
MIAMI FL · SEC CIK 0002056727
$1.02亿2026Q2 申报市值
53持仓数
60.5%前十大占比 · 第一大 18.6%
3 / 1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
JEPI 加仓+$90.64万
VPU 加仓+$38.29万
ASX 新建仓+$27.07万
JEPQ 加仓+$26.46万
IGLD 新建仓+$21.99万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$159.99万
SGOV 减仓-$92.77万
NVDA 减仓-$62.63万
LQTI 减仓-$50.06万
MSFT 减仓-$24.88万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,284 | -100.0% | -$21.24万 | 清仓 |
| IWD | ISHARES TR | $20.05万 | 0.20% | 827 | 827 | — | $20.05万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.71万 | 0.21% | 1,200 | -117 | -8.9% | -$2.12万 | 重新持有 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $21.99万 | 0.21% | 10,440 | 10,440 | — | $21.99万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.70万 | 0.22% | 3,006 | -25 | -0.8% | -$1,888 | 减仓 |
| SUSA | ISHARES TR | $23.14万 | 0.23% | 1,500 | 0 | 0.0% | — | 重新持有 |
| PEP | PEPSICO INC | $23.42万 | 0.23% | 1,730 | -264 | -13.2% | -$3.57万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.16万 | 0.24% | 2,663 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.52万 | 0.26% | 1,398 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $27.07万 | 0.26% | 6,000 | 6,000 | — | $27.07万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.65万 | 0.27% | 1,023 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $31.14万 | 0.30% | 600 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.23万 | 0.30% | 1,884 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $32.19万 | 0.31% | 1,690 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.97万 | 0.35% | 4,176 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.78万 | 0.36% | 5,162 | 1,462 | 39.5% | $10.42万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $38.62万 | 0.38% | 12,870 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $39.35万 | 0.38% | 600 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $45.19万 | 0.44% | 1,317 | -201 | -13.2% | -$6.90万 | 减仓 |
| NFLX | NETFLIX INC. | $48.31万 | 0.47% | 6,766 | -10 | -0.1% | -$714 | 减仓 |
| ESGV | VANGUARD WORLD FD | $51.08万 | 0.50% | 3,863 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $51.83万 | 0.51% | 554 | -14 | -2.5% | -$1.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.95万 | 0.60% | 2,400 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $63.31万 | 0.62% | 626 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $66.52万 | 0.65% | 920 | -280 | -23.3% | -$20.24万 | 减仓 |
| ABBV | ABBVIE INC | $68.40万 | 0.67% | 2,718 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $85.62万 | 0.84% | 5,839 | 6 | 0.1% | $880 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $92.46万 | 0.90% | 1,936 | 80 | 4.3% | $3.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $97.19万 | 0.95% | 2,850 | -220 | -7.2% | -$7.50万 | 减仓 |
| LLY | ELI LILLY & CO | $108.81万 | 1.06% | 907 | 30 | 3.4% | $3.60万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $121.67万 | 1.19% | 21,642 | -2,205 | -9.2% | -$12.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $132.96万 | 1.30% | 4,062 | -80 | -1.9% | -$2.62万 | 减仓 |
| CSCO | CISCO SYS INC | $134.87万 | 1.32% | 11,482 | 2 | 0.0% | $235 | 加仓 |
| HD | HOME DEPOT INC | $146.19万 | 1.43% | 4,145 | -70 | -1.7% | -$2.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $152.07万 | 1.48% | 2,065 | -75 | -3.5% | -$5.52万 | 减仓 |
| VPU | VANGUARD WORLD FD | $155.59万 | 1.52% | 7,949 | 1,956 | 32.6% | $38.29万 | 加仓 |
| AAPL | APPLE INC | $156.45万 | 1.53% | 5,407 | -99 | -1.8% | -$2.86万 | 减仓 |
| GLD | SPDR GOLD TR | $160.13万 | 1.56% | 4,347 | 152 | 3.6% | $5.60万 | 加仓 |
| AMZN | AMAZON COM INC | $188.34万 | 1.84% | 7,902 | -365 | -4.4% | -$8.70万 | 减仓 |
| AVGO | BROADCOM INC | $215.96万 | 2.11% | 5,717 | -26 | -0.5% | -$9,822 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.56万 | 2.62% | 5,367 | 70 | 1.3% | $3.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $287.35万 | 2.81% | 46,754 | 4,306 | 10.1% | $26.46万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $297.48万 | 2.90% | 154,057 | -25,924 | -14.4% | -$50.06万 | 减仓 |
| SGOV | ISHARES TR | $303.33万 | 2.96% | 30,131 | -9,215 | -23.4% | -$92.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $311.40万 | 3.04% | 35,479 | 667 | 1.9% | $5.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $328.05万 | 3.20% | 8,865 | -385 | -4.2% | -$14.25万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $387.10万 | 3.78% | 12,777 | -700 | -5.2% | -$21.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $387.14万 | 3.78% | 10,378 | -667 | -6.0% | -$24.88万 | 减仓 |
| GOOGL | ALPHABET INC | $403.65万 | 3.94% | 11,295 | -250 | -2.2% | -$8.93万 | 减仓 |
| PMMF | BLACKROCK ETF TRUST | $477.77万 | 4.66% | 47,629 | -849 | -1.8% | -$8.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $581.87万 | 5.68% | 8,472 | 19 | 0.2% | $1.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $590.91万 | 5.77% | 29,532 | -3,130 | -9.6% | -$62.63万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $826.34万 | 8.07% | 146,306 | 16,048 | 12.3% | $90.64万 | 加仓 |
| SHV | ISHARES TR | $1,904.52万 | 18.59% | 172,589 | -14,498 | -7.7% | -$159.99万 | 减仓 |