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 |
|---|---|---|---|---|---|---|---|---|
| GSSC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -5,706 | -100.0% | -$107.32万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,613 | -100.0% | -$106.85万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -13,359 | -100.0% | -$106.08万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,044 | -100.0% | -$90.27万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,292 | -100.0% | -$66.52万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$50.92万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,046 | -100.0% | -$48.55万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,109 | -100.0% | -$38.85万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -3,270 | -100.0% | -$33.90万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -550 | -100.0% | -$33.79万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -50,446 | -100.0% | -$31.07万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -3,044 | -100.0% | -$30.54万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,057 | -100.0% | -$25.88万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$21.87万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELA BIO INC | $2.54万 | 0.01% | 41,000 | 21,000 | 105.0% | $1.30万 | 加仓 |
| NOV | NOV INC | $20.05万 | 0.08% | 10,658 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.18万 | 0.08% | 1,299 | 1,299 | — | $20.18万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $20.43万 | 0.08% | 4,010 | -488 | -10.8% | -$2.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.08万 | 0.08% | 50 | -66 | -56.9% | -$27.82万 | 减仓 |
| PWR | QUANTA SVCS INC | $21.69万 | 0.09% | 395 | 395 | — | $21.69万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.36万 | 0.09% | 720 | -27 | -3.6% | -$8,386 | 减仓 |
| TJX | TJX COS INC NEW | $22.58万 | 0.09% | 1,414 | 15 | 1.1% | $2,395 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.83万 | 0.09% | 8,906 | 1,390 | 18.5% | $3.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.49万 | 0.09% | 1,626 | 110 | 7.3% | $1.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $23.49万 | 0.09% | 2,622 | 11 | 0.4% | $985 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.10% | 1,471 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $24.51万 | 0.10% | 5,500 | 5,500 | — | $24.51万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.69万 | 0.10% | 2,561 | -1,178 | -31.5% | -$11.36万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.71万 | 0.10% | 362 | 10 | 2.8% | $6,825 | 加仓 |
| ABBV | ABBVIE INC | $26.09万 | 0.10% | 1,200 | -80 | -6.2% | -$1.74万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $26.34万 | 0.10% | 504 | -398 | -44.1% | -$20.80万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $26.55万 | 0.10% | 11,000 | 11,000 | — | $26.55万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $26.77万 | 0.11% | 22,977 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $27.91万 | 0.11% | 2,772 | 2,772 | — | $27.91万 | 新建仓 |
| IWN | ISHARES TR | $28.31万 | 0.11% | 1,493 | 1,493 | — | $28.31万 | 新建仓 |
| CSCO | CISCO SYS INC | $28.52万 | 0.11% | 3,676 | -693 | -15.9% | -$5.38万 | 减仓 |
| MUB | ISHARES TR | $28.69万 | 0.11% | 2,702 | 1 | 0.0% | $106 | 加仓 |
| GSK | GSK PLC | $28.80万 | 0.11% | 5,219 | -227 | -4.2% | -$1.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.91万 | 0.11% | 1,748 | -148 | -7.8% | -$2.45万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.42万 | 0.12% | 1,533 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $29.74万 | 0.12% | 922 | -304 | -24.8% | -$9.81万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $30.28万 | 0.12% | 35,288 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $30.45万 | 0.12% | 6,151 | -371 | -5.7% | -$1.84万 | 减仓 |
| TXN | TEXAS INSTRS INC | $31.16万 | 0.12% | 1,605 | -319 | -16.6% | -$6.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $31.43万 | 0.12% | 1,471 | 22 | 1.5% | $4,700 | 加仓 |
| LOW | LOWES COS INC | $31.64万 | 0.12% | 1,339 | -3,194 | -70.5% | -$75.48万 | 减仓 |
| META | META PLATFORMS INC | $33.18万 | 0.13% | 580 | -3,056 | -84.0% | -$174.84万 | 减仓 |
| V | VISA INC | $33.65万 | 0.13% | 1,113 | -67 | -5.7% | -$2.03万 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $34.68万 | 0.14% | 58,676 | -18,255 | -23.7% | -$10.79万 | 减仓 |
| CAT | CATERPILLAR INC | $34.71万 | 0.14% | 490 | -2 | -0.4% | -$1,417 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.72万 | 0.14% | 410 | -14 | -3.3% | -$1.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $35.27万 | 0.14% | 3,797 | 10 | 0.3% | $929 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $35.36万 | 0.14% | 8,646 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.38万 | 0.14% | 810 | -10 | -1.2% | -$4,368 | 减仓 |
| IR | INGERSOLL RAND INC | $38.75万 | 0.15% | 4,837 | 12 | 0.2% | $961 | 加仓 |
| RTX | RTX CORPORATION | $38.92万 | 0.15% | 2,018 | -77 | -3.7% | -$1.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.80万 | 0.16% | 1,045 | 1,045 | — | $40.80万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $40.87万 | 0.16% | 2,490 | 2,490 | — | $40.87万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $44.01万 | 0.17% | 8,915 | -208 | -2.3% | -$1.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.92万 | 0.18% | 743 | 16 | 2.2% | $9,674 | 加仓 |
| LH | LABCORP HOLDINGS INC | $46.03万 | 0.18% | 1,725 | -64 | -3.6% | -$1.71万 | 减仓 |
| IEF | ISHARES TR | $47.26万 | 0.19% | 4,952 | -70 | -1.4% | -$6,681 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.09万 | 0.19% | 2,373 | 47 | 2.0% | $9,724 | 加仓 |
| LLY | ELI LILLY & CO | $49.16万 | 0.19% | 534 | 3 | 0.6% | $2,762 | 加仓 |
| HYG | ISHARES TR | $49.61万 | 0.20% | 6,235 | 6,235 | — | $49.61万 | 新建仓 |
| NOW | SERVICENOW INC | $49.91万 | 0.20% | 4,774 | -2,263 | -32.2% | -$23.66万 | 减仓 |
| WMT | WALMART INC | $50.87万 | 0.20% | 4,093 | -245 | -5.6% | -$3.04万 | 减仓 |
| IWR | ISHARES TR | $51.51万 | 0.20% | 5,298 | -256 | -4.6% | -$2.49万 | 减仓 |
| CME | CME GROUP INC | $51.84万 | 0.20% | 1,755 | -40 | -2.2% | -$1.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $52.23万 | 0.21% | 1,228 | 224 | 22.3% | $9.53万 | 加仓 |
| PHYL | PGIM ETF TR | $56.06万 | 0.22% | 16,187 | 16,187 | — | $56.06万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $56.31万 | 0.22% | 2,304 | -331 | -12.6% | -$8.09万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $57.05万 | 0.23% | 60,822 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $59.15万 | 0.23% | 6,454 | 6,454 | — | $59.15万 | 新建仓 |
| IWM | ISHARES TR | $62.38万 | 0.25% | 2,515 | -87 | -3.3% | -$2.16万 | 减仓 |
| GE | GE AEROSPACE | $64.48万 | 0.25% | 2,272 | 1,334 | 142.2% | $37.86万 | 加仓 |
| BOND | PIMCO ETF TR | $64.80万 | 0.26% | 7,023 | -1,701 | -19.5% | -$15.70万 | 减仓 |
| LIN | LINDE PLC | $65.13万 | 0.26% | 1,314 | -107 | -7.5% | -$5.30万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $65.71万 | 0.26% | 17,560 | -4,092 | -18.9% | -$15.31万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.56万 | 0.26% | 3,272 | 2,247 | 219.2% | $45.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.79万 | 0.27% | 2,006 | 1,266 | 171.1% | $42.78万 | 加仓 |
| MSCI | MSCI INC | $73.71万 | 0.29% | 1,367 | 83 | 6.5% | $4.48万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $74.08万 | 0.29% | 32,236 | -225 | -0.7% | -$5,170 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $75.39万 | 0.30% | 6,918 | -11 | -0.2% | -$1,199 | 减仓 |
| MELI | MERCADOLIBRE INC | $79.88万 | 0.32% | 462 | 53 | 13.0% | $9.16万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $83.81万 | 0.33% | 6,826 | 345 | 5.3% | $4.24万 | 加仓 |
| APP | APPLOVIN CORP | $84.81万 | 0.33% | 2,131 | 357 | 20.1% | $14.21万 | 加仓 |
| TSLA | TESLA INC | $86.77万 | 0.34% | 2,334 | -66 | -2.8% | -$2.45万 | 减仓 |
| IDXX | IDEXX LABS INC | $90.41万 | 0.36% | 1,609 | 18 | 1.1% | $1.01万 | 加仓 |
| — | EXXON MOBIL CORP | $90.75万 | 0.36% | 5,349 | 1 | 0.0% | $170 | 加仓 |
| GEV | GE VERNOVA INC | $91.31万 | 0.36% | 1,046 | 666 | 175.3% | $58.14万 | 加仓 |
| AGG | ISHARES TR | $95.31万 | 0.38% | 9,601 | -402 | -4.0% | -$3.99万 | 减仓 |
| HYS | PIMCO ETF TR | $98.52万 | 0.39% | 10,562 | 10,562 | — | $98.52万 | 新建仓 |
| IESC | IES HOLDINGS INC | $101.39万 | 0.40% | 2,128 | 2,128 | — | $101.39万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $116.49万 | 0.46% | 2,426 | -517 | -17.6% | -$24.83万 | 减仓 |