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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $29.42万 | 0.12% | 1,533 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.91万 | 0.11% | 1,748 | -148 | -7.8% | -$2.45万 | 减仓 |
| GSK | GSK PLC | $28.80万 | 0.11% | 5,219 | -227 | -4.2% | -$1.25万 | 减仓 |
| MUB | ISHARES TR | $28.69万 | 0.11% | 2,702 | 1 | 0.0% | $106 | 加仓 |
| CSCO | CISCO SYS INC | $28.52万 | 0.11% | 3,676 | -693 | -15.9% | -$5.38万 | 减仓 |
| IWN | ISHARES TR | $28.31万 | 0.11% | 1,493 | 1,493 | — | $28.31万 | 新建仓 |
| SGOV | ISHARES TR | $27.91万 | 0.11% | 2,772 | 2,772 | — | $27.91万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $26.77万 | 0.11% | 22,977 | 0 | 0.0% | — | 不变 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $26.55万 | 0.10% | 11,000 | 11,000 | — | $26.55万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $26.34万 | 0.10% | 504 | -398 | -44.1% | -$20.80万 | 减仓 |
| ABBV | ABBVIE INC | $26.09万 | 0.10% | 1,200 | -80 | -6.2% | -$1.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.71万 | 0.10% | 362 | 10 | 2.8% | $6,825 | 加仓 |
| DIS | DISNEY WALT CO | $24.69万 | 0.10% | 2,561 | -1,178 | -31.5% | -$11.36万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $24.51万 | 0.10% | 5,500 | 5,500 | — | $24.51万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.10% | 1,471 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.49万 | 0.09% | 2,622 | 11 | 0.4% | $985 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.49万 | 0.09% | 1,626 | 110 | 7.3% | $1.59万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.83万 | 0.09% | 8,906 | 1,390 | 18.5% | $3.56万 | 加仓 |
| TJX | TJX COS INC NEW | $22.58万 | 0.09% | 1,414 | 15 | 1.1% | $2,395 | 加仓 |
| MCD | MCDONALDS CORP | $22.36万 | 0.09% | 720 | -27 | -3.6% | -$8,386 | 减仓 |
| PWR | QUANTA SVCS INC | $21.69万 | 0.09% | 395 | 395 | — | $21.69万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.08万 | 0.08% | 50 | -66 | -56.9% | -$27.82万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $20.43万 | 0.08% | 4,010 | -488 | -10.8% | -$2.49万 | 减仓 |
| PEP | PEPSICO INC | $20.18万 | 0.08% | 1,299 | 1,299 | — | $20.18万 | 新建仓 |
| NOV | NOV INC | $20.05万 | 0.08% | 10,658 | 0 | 0.0% | — | 不变 |
| — | TELA BIO INC | $2.54万 | 0.01% | 41,000 | 21,000 | 105.0% | $1.30万 | 加仓 |
| 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 |