Ducere Wealth Management LLC
NEWPORT BEACH CA · SEC CIK 0002083656
$3.33亿2026Q2 申报市值
135持仓数
42.7%前十大占比 · 第一大 8.2%
22 / 18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
AVLV 新建仓+$783.70万
FLXR 加仓+$597.47万
AVIV 新建仓+$588.89万
BINC 加仓+$542.19万
IVV 加仓+$414.59万
2026Q2 卖出最多 按季末市值估算
GSLC 减仓-$1,133.75万
MOAT 减仓-$461.27万
JPRE 清仓-$430.45万
IEFA 减仓-$393.82万
IWF 减仓-$253.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $147.50万 | 0.44% | 3,947 | 1,675 | 73.7% | $62.59万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $147.57万 | 0.44% | 10,401 | -79,907 | -88.5% | -$1,133.75万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $153.03万 | 0.46% | 15,212 | 118 | 0.8% | $1.19万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $157.65万 | 0.47% | 9,280 | 2,454 | 36.0% | $41.69万 | 加仓 |
| APP | APPLOVIN CORP | $165.03万 | 0.50% | 3,203 | 1,072 | 50.3% | $55.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $167.15万 | 0.50% | 3,874 | 1,384 | 55.6% | $59.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $171.17万 | 0.51% | 2,243 | 1,198 | 114.6% | $91.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $173.59万 | 0.52% | 18,813 | 4,207 | 28.8% | $38.82万 | 加仓 |
| GEV | GE VERNOVA INC | $175.56万 | 0.53% | 1,494 | 448 | 42.8% | $52.65万 | 加仓 |
| HYS | PIMCO ETF TR | $177.28万 | 0.53% | 18,956 | 8,394 | 79.5% | $78.50万 | 加仓 |
| IESC | IES HOLDINGS INC | $181.17万 | 0.54% | 2,466 | 338 | 15.9% | $24.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $205.79万 | 0.62% | 2,200 | 554 | 33.7% | $51.82万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $209.92万 | 0.63% | 1,519 | 128 | 9.2% | $17.69万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $210.30万 | 0.63% | 18,025 | 4,406 | 32.4% | $51.40万 | 加仓 |
| GPZ | VANECK ETF TRUST | $211.45万 | 0.64% | 98,624 | 15,773 | 19.0% | $33.82万 | 加仓 |
| GOOGL | ALPHABET INC | $223.84万 | 0.67% | 6,264 | 823 | 15.1% | $29.41万 | 加仓 |
| IWP | ISHARES TR | $238.21万 | 0.72% | 16,270 | -5,946 | -26.8% | -$87.06万 | 减仓 |
| IEFA | ISHARES TR | $250.58万 | 0.75% | 25,945 | -40,776 | -61.1% | -$393.82万 | 减仓 |
| SANM | SANMINA CORP | $251.56万 | 0.76% | 9,940 | 813 | 8.9% | $20.58万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $251.74万 | 0.76% | 27,829 | 143 | 0.5% | $1.29万 | 加仓 |
| BIL | SPDR SERIES TRUST | $254.86万 | 0.77% | 27,811 | 21,357 | 330.9% | $195.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $265.36万 | 0.80% | 4,568 | 1,296 | 39.6% | $75.29万 | 加仓 |
| ASML | ASML HLDG NV | $270.36万 | 0.81% | 1,359 | 174 | 14.7% | $34.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $312.44万 | 0.94% | 9,545 | 112 | 1.2% | $3.67万 | 加仓 |
| AVGO | BROADCOM INC | $319.49万 | 0.96% | 8,458 | 3,667 | 76.5% | $138.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $330.21万 | 0.99% | 58,465 | -6,370 | -9.8% | -$35.98万 | 减仓 |
| QCOM | QUALCOMM INC | $339.13万 | 1.02% | 18,352 | 530 | 3.0% | $9.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $355.49万 | 1.07% | 5,176 | -2,687 | -34.2% | -$184.55万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $356.23万 | 1.07% | 49,366 | 4,835 | 10.9% | $34.89万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $359.66万 | 1.08% | 11,871 | 11,871 | — | $359.66万 | 新建仓 |
| IWF | ISHARES TR | $394.65万 | 1.19% | 31,783 | -20,417 | -39.1% | -$253.52万 | 减仓 |
| CMF | ISHARES TR | $456.16万 | 1.37% | 79,139 | -11,133 | -12.3% | -$64.17万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $461.42万 | 1.39% | 92,119 | 4,843 | 5.5% | $24.26万 | 加仓 |
| ANGL | VANECK ETF TRUST | $494.18万 | 1.49% | 169,009 | 88,963 | 111.1% | $260.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $514.68万 | 1.55% | 7,119 | -7 | -0.1% | -$5,061 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $566.80万 | 1.70% | 110,701 | -14,366 | -11.5% | -$73.56万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $588.89万 | 1.77% | 76,064 | 76,064 | — | $588.89万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $602.39万 | 1.81% | 88,574 | 35,053 | 65.5% | $238.39万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $695.17万 | 2.09% | 76,174 | 4,909 | 6.9% | $44.80万 | 重新持有 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $702.87万 | 2.11% | 126,030 | -10,262 | -7.5% | -$57.23万 | 减仓 |
| APH | AMPHENOL CORP | $705.67万 | 2.12% | 40,022 | 1,242 | 3.2% | $21.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $726.68万 | 2.19% | 9,731 | -312 | -3.1% | -$23.30万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $783.70万 | 2.36% | 85,923 | 85,923 | — | $783.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $813.66万 | 2.45% | 16,260 | 2,864 | 21.4% | $143.32万 | 加仓 |
| AAPL | APPLE INC | $838.17万 | 2.52% | 28,966 | 9,168 | 46.3% | $265.29万 | 加仓 |
| AMZN | AMAZON COM INC | $949.74万 | 2.86% | 39,848 | 4,457 | 12.6% | $106.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,011.71万 | 3.04% | 50,563 | 7,327 | 16.9% | $146.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,087.70万 | 3.27% | 29,159 | 3,401 | 13.2% | $126.87万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,407.52万 | 4.23% | 46,499 | -2,187 | -4.5% | -$66.20万 | 减仓 |
| FLXR | TCW ETF TRUST | $1,540.70万 | 4.63% | 392,935 | 152,378 | 63.3% | $597.47万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,814.07万 | 5.45% | 346,593 | 103,590 | 42.6% | $542.19万 | 加仓 |
| GOOG | ALPHABET INC | $2,018.11万 | 6.07% | 57,117 | 932 | 1.7% | $32.93万 | 加仓 |
| IVV | ISHARES TR | $2,735.47万 | 8.23% | 36,527 | 5,536 | 17.9% | $414.59万 | 加仓 |