13F 机构持仓

Turn8 Private Wealth Inc.

POINTE CLAIRE A8 · SEC CIK 0002070026

2026Q22026Q1 更早 9 个季度 🔒
$1.60亿2026Q1 申报市值
51持仓数
39.4%前十大占比 · 第一大 5.2%
12 / 6新建仓 / 清仓
申报市值走势$1.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JEPI 5.2%
GOOGL 4.4%
MSFT 4.3%
TSM 4.1%
LQD 4.0%
XLE 3.8%
MPC 3.6%
FXI 3.5%
WMT 3.4%
NVDA 3.2%

2026Q1 买入最多 按季末市值估算

CNQ 新建仓+$484.40万
PPA 新建仓+$409.20万
VTI 新建仓+$375.60万
FXI 加仓+$309.26万
PANW 新建仓+$270.90万

2026Q1 卖出最多 按季末市值估算

WM 清仓-$370.85万
AAPL 减仓-$363.01万
SIEGY 清仓-$359.14万
COST 清仓-$329.16万
SPY 减仓-$279.50万

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
WM WASTE MANAGEMENT INC $00.00%0 -16,879-100.0% -$370.85万 清仓
SIEGY SIEMENS AG SPON ADR $00.00%0 -25,662-100.0% -$359.14万 清仓
COST COSTCO WHOLESALE CORP $00.00%0 -3,817-100.0% -$329.16万 清仓
— VANGUARD US TOTAL MKT ETF $00.00%0 -6,704-100.0% -$61.12万 清仓
PLTR PALANTIR TECHS INC CL-A $00.00%0 -1,205-100.0% -$21.41万 清仓
CRSP CRISPR THERAPEUTICS AG $00.00%0 —— — 申报中断
TSLA TESLA INC $00.00%0 -275-100.0% -$12.37万 清仓
— ABOVE FOOD INGREDIENTS $2.70万0.02%26,291 26,291— $2.70万 新建仓
SHOP SHOPIFY INC CL-A SVS $20.10万0.13%1,698 00.0% — 不变
BND VANGUARD TOTAL BND MK ETF $26.50万0.17%3,602 66922.8% $4.92万 加仓
META META PLATFORMS INC CL-A $28.40万0.18%496 -267-35.0% -$15.29万 减仓
TD TORONTO DOMINION BANK $38.30万0.24%4,115 4,115— $38.30万 新建仓
GOOG ALPHABET INC CL-C $41.30万0.26%1,438 1,438— $41.30万 新建仓
ITOT ISHARES CORE S&P TOTAL US $41.40万0.26%2,904 69831.6% $9.95万 加仓
JPST JP MORG ULT-SHRT INCM ETF $47.90万0.30%9,470 9,470— $47.90万 新建仓
EFA ISHARES MSCI EAFE ETF $57.30万0.36%5,899 1,27027.4% $12.34万 加仓
AAPL APPLE INC $88.50万0.55%3,488 -14,307-80.4% -$363.01万 减仓
ABT ABBOTT LABORATORIES . $102.70万0.64%10,000 10,000— $102.70万 新建仓
J JACOB SOLUTIONS INC $102.80万0.64%8,077 -17,838-68.8% -$227.03万 减仓
SPY STATE STREET SPDR ETF $108.60万0.68%1,670 -4,298-72.0% -$279.50万 减仓
PCAR PACCAR INC $118.30万0.74%10,246 3,86260.5% $44.59万 加仓
IBIT ISHARES BITCOIN TRUST ETF $121.40万0.76%31,609 31,609— $121.40万 新建仓
BIDU BAIDU INC ADS $144.80万0.90%13,000 13,000— $144.80万 新建仓
BMO BANK OF MONTREAL $151.40万0.95%11,215 930.8% $1.26万 加仓
XLU SELECT SECTOR SPDR TR $151.80万0.95%33,069 10,29845.2% $47.27万 加仓
VIG VANGUARD DIV APPR ETF $166.30万1.04%7,735 2,68453.1% $57.71万 加仓
QFIN QIFU HOLDINGS INC ADR $177.60万1.11%137,567 14,33011.6% $18.50万 加仓
SGOV ISHS 0-3 MTH TREAS BD ETF $210.00万1.31%20,860 5,08532.2% $51.19万 加仓
EEM ISHARES MSCI EMERGING MARKET $255.60万1.60%45,000 45,000— $255.60万 新建仓
PANW PALO ALTO NETWORKS INC $270.90万1.69%16,900 16,900— $270.90万 新建仓
APO APOLLO GLOBAL MGMT INC $293.40万1.83%26,335 1,8907.7% $21.06万 加仓
PDD PDD HOLDINGS INC ADR $295.80万1.85%28,946 4,50018.4% $45.99万 加仓
SLQD ISHARES 0-5 YEAR INVESTMT $303.70万1.90%60,142 13,18828.1% $66.60万 加仓
AGG ISHRS CORE US AGG BND ETF $353.20万2.21%35,576 10,32040.9% $102.46万 加仓
V VISA INC CLASS-A $354.60万2.22%11,731 1,54415.2% $46.67万 加仓
ISTB ISHARES CORE 1-5Y USD BND $359.10万2.24%74,100 19,31735.3% $93.61万 加仓
JEPQ JP MORG NSDQ EQ PREM ETF $368.90万2.31%66,438 1,5892.5% $8.82万 加仓
VTI VANGUARD TTL STK MRKT ETF $375.60万2.35%11,708 11,708— $375.60万 新建仓
BLK BLACKROCK INC-NEW $385.10万2.41%4,004 50114.3% $48.19万 加仓
PPA INVESCO AEROSPACE & DEFENSE ETF $409.20万2.56%24,694 24,694— $409.20万 新建仓
CCJ CAMECO CORP $423.80万2.65%39,087 -9,652-19.8% -$104.65万 减仓
AMZN AMAZON COM INC $438.90万2.74%21,074 1,8989.9% $39.53万 加仓
BRK/B BERKSHIRE HATHAWAY-B-NEW $446.80万2.79%9,324 1,30816.3% $62.68万 加仓
JPM JP MORGAN CHASE & CO $457.10万2.86%15,539 2,32117.6% $68.28万 加仓
BABA ALIBABA GROUP HOLDING-ADR $468.30万2.93%37,324 15,40470.3% $193.27万 加仓
CNQ CANADIAN NAT RES LTD F $484.40万3.03%99,610 99,610— $484.40万 新建仓
GS GOLDMAN SACHS GROUP INC $505.70万3.16%5,978 4127.4% $34.85万 加仓
RY ROYAL BANK OF CANADA $505.90万3.16%31,386 3,45512.4% $55.69万 加仓
NVDA NVIDIA CORP $514.30万3.21%29,489 2,4589.1% $42.87万 加仓
WMT WALMART INC $544.40万3.40%43,807 3,8139.5% $47.39万 加仓
FXI ISHARES CHINA LRG CAP ETF $558.70万3.49%155,613 86,136124.0% $309.26万 加仓
MPC MARATHON PETROLEUM CORP $569.30万3.56%23,314 2,53512.2% $61.90万 加仓
XLE STATE ST EGY SLCT SCT ETF $605.70万3.78%98,880 -24,720-20.0% -$151.43万 减仓
LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF $632.80万3.95%58,063 16,53139.8% $180.16万 加仓
TSM TAIWAN SEMICON MAN SP/ADR $658.40万4.11%19,482 1,1446.2% $38.66万 加仓
MSFT MICROSOFT CORP $681.20万4.26%18,402 6,99661.3% $258.98万 加仓
GOOGL ALPHABET INC CL-A $710.30万4.44%24,702 1,7067.4% $49.06万 加仓
JEPI JPMORGAN EQT PREM ICM ETF $824.40万5.15%145,448 26,28522.1% $148.98万 加仓