Sulzberger Capital Advisors, Inc.
MIAMI FL · SEC CIK 0002056727
$9,798.72万2026Q1 申报市值
49持仓数
63.1%前十大占比 · 第一大 21.1%
1 / 2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
PMMF 加仓+$338.57万
JEPI 加仓+$335.50万
GLD 加仓+$29.30万
SIVR 加仓+$28.38万
SHEL 新建仓+$21.24万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$431.40万
NVDA 减仓-$28.20万
ORCL 清仓-$26.31万
SGOV 减仓-$24.75万
META 清仓-$24.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $2,065.25万 | 21.08% | 187,087 | -39,080 | -17.3% | -$431.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $738.30万 | 7.53% | 130,258 | 59,192 | 83.3% | $335.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $569.63万 | 5.81% | 32,662 | -1,617 | -4.7% | -$28.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $505.15万 | 5.16% | 8,453 | 211 | 2.6% | $12.61万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $487.20万 | 4.97% | 48,478 | 33,689 | 227.8% | $338.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $408.87万 | 4.17% | 11,045 | -181 | -1.6% | -$6.70万 | 减仓 |
| SGOV | ISHARES TR | $396.06万 | 4.04% | 39,346 | -2,459 | -5.9% | -$24.75万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $352.40万 | 3.60% | 179,981 | -2,376 | -1.3% | -$4.65万 | 减仓 |
| GOOGL | ALPHABET INC | $331.99万 | 3.39% | 11,545 | -458 | -3.8% | -$13.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $323.33万 | 3.30% | 34,812 | 1,062 | 3.1% | $9.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $320.25万 | 3.27% | 13,477 | -425 | -3.1% | -$10.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $296.76万 | 3.03% | 9,250 | -49 | -0.5% | -$1.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $253.84万 | 2.59% | 5,297 | 20 | 0.4% | $9,584 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $235.67万 | 2.41% | 42,448 | 791 | 1.9% | $4.39万 | 加仓 |
| GLD | SPDR GOLD TR | $180.51万 | 1.84% | 4,195 | 681 | 19.4% | $29.30万 | 加仓 |
| AVGO | BROADCOM INC | $177.75万 | 1.81% | 5,743 | -47 | -0.8% | -$1.45万 | 减仓 |
| AMZN | AMAZON COM INC | $172.18万 | 1.76% | 8,267 | 136 | 1.7% | $2.83万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $170.77万 | 1.74% | 23,847 | 3,963 | 19.9% | $28.38万 | 加仓 |
| AAPL | APPLE INC | $139.75万 | 1.43% | 5,506 | -85 | -1.5% | -$2.16万 | 减仓 |
| HD | HOME DEPOT INC | $138.63万 | 1.41% | 4,215 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $123.52万 | 1.26% | 2,140 | -78 | -3.5% | -$4.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $121.84万 | 1.24% | 4,142 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $118.75万 | 1.21% | 5,993 | 161 | 2.8% | $3.19万 | 加仓 |
| CSCO | CISCO SYS INC | $89.07万 | 0.91% | 11,480 | 3 | 0.0% | $233 | 加仓 |
| PG | PROCTER & GAMBLE CO | $84.25万 | 0.86% | 5,833 | -664 | -10.2% | -$9.59万 | 减仓 |
| LLY | ELI LILLY & CO | $80.67万 | 0.82% | 877 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $65.15万 | 0.66% | 6,776 | 985 | 17.0% | $9.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.72万 | 0.64% | 1,856 | 543 | 41.4% | $18.35万 | 加仓 |
| ABBV | ABBVIE INC | $59.11万 | 0.60% | 2,718 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $58.67万 | 0.60% | 2,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $56.60万 | 0.58% | 568 | 20 | 3.6% | $1.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.96万 | 0.54% | 626 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $49.22万 | 0.50% | 3,070 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $45.88万 | 0.47% | 1,518 | 333 | 28.1% | $10.07万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $43.37万 | 0.44% | 3,863 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $41.01万 | 0.42% | 1,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $38.98万 | 0.40% | 1,884 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $38.70万 | 0.39% | 12,870 | -1,670 | -11.5% | -$5.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $32.04万 | 0.33% | 1,690 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.79万 | 0.32% | 1,023 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.96万 | 0.32% | 1,994 | 139 | 7.5% | $2.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.40万 | 0.31% | 696 | -115 | -14.2% | -$5.02万 | 减仓 |
| LIN | LINDE PLC | $29.75万 | 0.30% | 600 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.34万 | 0.28% | 2,663 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.97万 | 0.28% | 1,398 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $26.72万 | 0.27% | 3,031 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.71万 | 0.24% | 3,700 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $23.00万 | 0.23% | 600 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $21.24万 | 0.22% | 2,284 | 2,284 | — | $21.24万 | 新建仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,350 | -100.0% | -$26.31万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -374 | -100.0% | -$24.69万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |