Ducere Wealth Management LLC
NEWPORT BEACH CA · SEC CIK 0002083656
$2.53亿2026Q1 申报市值
126持仓数
40.9%前十大占比 · 第一大 8.0%
15 / 14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
GSLC 加仓+$607.91万
SPY 加仓+$184.24万
GPZ 新建仓+$177.92万
FLXR 加仓+$169.08万
NVDA 加仓+$167.62万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$180.52万
META 减仓-$174.84万
CTAS 清仓-$107.32万
INTU 清仓-$106.85万
FTNT 清仓-$106.08万
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 |
|---|---|---|---|---|---|---|---|---|
| WCMI | FIRST TR EXCHANGE-TRADED FD | $116.85万 | 0.46% | 69,679 | 451 | 0.7% | $7,563 | 加仓 |
| SANM | SANMINA CORP | $118.32万 | 0.47% | 9,127 | 9,127 | — | $118.32万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $137.26万 | 0.54% | 14,606 | 8,416 | 136.0% | $79.09万 | 加仓 |
| AVGO | BROADCOM INC | $148.29万 | 0.59% | 4,791 | 1,510 | 46.0% | $46.74万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $149.55万 | 0.59% | 15,094 | 76 | 0.5% | $7,530 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $152.12万 | 0.60% | 1,391 | 46 | 3.4% | $5.03万 | 加仓 |
| GOOGL | ALPHABET INC | $156.47万 | 0.62% | 5,441 | 358 | 7.0% | $10.30万 | 加仓 |
| ASML | ASML HLDG NV | $156.52万 | 0.62% | 1,185 | 108 | 10.0% | $14.26万 | 加仓 |
| COR | CENCORA INC | $157.35万 | 0.62% | 5,009 | -2,068 | -29.2% | -$64.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $164.02万 | 0.65% | 1,646 | 144 | 9.6% | $14.35万 | 加仓 |
| GPZ | VANECK ETF TRUST | $177.92万 | 0.70% | 82,851 | 82,851 | — | $177.92万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $199.22万 | 0.79% | 13,619 | 3,344 | 32.5% | $48.92万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $221.71万 | 0.87% | 27,686 | -34 | -0.1% | -$2,723 | 减仓 |
| QCOM | QUALCOMM INC | $229.51万 | 0.91% | 17,822 | -3,800 | -17.6% | -$48.94万 | 减仓 |
| ANGL | VANECK ETF TRUST | $229.89万 | 0.91% | 80,046 | 55,859 | 230.9% | $160.43万 | 加仓 |
| AMAT | APPLIED MATLS INC | $243.57万 | 0.96% | 7,126 | -321 | -4.3% | -$10.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $277.48万 | 1.10% | 9,433 | -667 | -6.6% | -$19.62万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $277.85万 | 1.10% | 64,421 | -2,595 | -3.9% | -$11.19万 | 减仓 |
| IWP | ISHARES TR | $284.63万 | 1.12% | 22,216 | -30 | -0.1% | -$3,844 | 减仓 |
| MA | MASTERCARD INCORPORATED | $291.61万 | 1.15% | 5,836 | -107 | -1.8% | -$5.35万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $311.38万 | 1.23% | 53,521 | 12,951 | 31.9% | $75.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $320.31万 | 1.26% | 44,531 | 1,279 | 3.0% | $9.20万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $367.48万 | 1.45% | 64,835 | -5,300 | -7.6% | -$30.04万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $385.59万 | 1.52% | 87,276 | 7,438 | 9.3% | $32.86万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $430.45万 | 1.70% | 89,546 | -9,305 | -9.4% | -$44.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $469.85万 | 1.85% | 7,863 | -3,021 | -27.8% | -$180.52万 | 减仓 |
| MOAT | VANECK ETF TRUST | $470.15万 | 1.86% | 48,620 | -3,028 | -5.9% | -$29.28万 | 减仓 |
| APH | AMPHENOL CORP | $489.98万 | 1.93% | 38,780 | -163 | -0.4% | -$2.06万 | 减仓 |
| AAPL | APPLE INC | $502.46万 | 1.98% | 19,798 | 841 | 4.4% | $21.34万 | 加仓 |
| CMF | ISHARES TR | $513.29万 | 2.03% | 90,272 | -7,199 | -7.4% | -$40.93万 | 减仓 |
| IWF | ISHARES TR | $556.46万 | 2.20% | 13,050 | 402 | 3.2% | $17.14万 | 加仓 |
| IEFA | ISHARES TR | $604.02万 | 2.38% | 66,721 | 5,070 | 8.2% | $45.90万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $625.17万 | 2.47% | 136,292 | -5,291 | -3.7% | -$24.27万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $633.57万 | 2.50% | 125,067 | -8,772 | -6.6% | -$44.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $641.91万 | 2.53% | 13,396 | -193 | -1.4% | -$9.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $653.14万 | 2.58% | 10,043 | 2,833 | 39.3% | $184.24万 | 加仓 |
| BE | BLOOM ENERGY CORP | $659.65万 | 2.60% | 48,686 | -445 | -0.9% | -$6.03万 | 减仓 |
| AMZN | AMAZON COM INC | $737.09万 | 2.91% | 35,391 | 31 | 0.1% | $6,456 | 加仓 |
| NVDA | NVIDIA CORPORATION | $754.04万 | 2.98% | 43,236 | 9,611 | 28.6% | $167.62万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $767.63万 | 3.03% | 90,308 | 71,518 | 380.6% | $607.91万 | 加仓 |
| FLXR | TCW ETF TRUST | $944.67万 | 3.73% | 240,557 | 43,057 | 21.8% | $169.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $953.49万 | 3.76% | 25,758 | 2,303 | 9.8% | $85.25万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,261.92万 | 4.98% | 243,003 | 25,909 | 11.9% | $134.55万 | 加仓 |
| GOOG | ALPHABET INC | $1,611.72万 | 6.36% | 56,185 | -411 | -0.7% | -$11.79万 | 减仓 |
| IVV | ISHARES TR | $2,024.39万 | 7.99% | 30,991 | 1,076 | 3.6% | $70.29万 | 加仓 |