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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,024.39万 | 7.99% | 30,991 | 1,076 | 3.6% | $70.29万 | 加仓 |
| GOOG | ALPHABET INC | $1,611.72万 | 6.36% | 56,185 | -411 | -0.7% | -$11.79万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,261.92万 | 4.98% | 243,003 | 25,909 | 11.9% | $134.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $953.49万 | 3.76% | 25,758 | 2,303 | 9.8% | $85.25万 | 加仓 |
| FLXR | TCW ETF TRUST | $944.67万 | 3.73% | 240,557 | 43,057 | 21.8% | $169.08万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $767.63万 | 3.03% | 90,308 | 71,518 | 380.6% | $607.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $754.04万 | 2.98% | 43,236 | 9,611 | 28.6% | $167.62万 | 加仓 |
| AMZN | AMAZON COM INC | $737.09万 | 2.91% | 35,391 | 31 | 0.1% | $6,456 | 加仓 |
| BE | BLOOM ENERGY CORP | $659.65万 | 2.60% | 48,686 | -445 | -0.9% | -$6.03万 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $641.91万 | 2.53% | 13,396 | -193 | -1.4% | -$9.25万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $633.57万 | 2.50% | 125,067 | -8,772 | -6.6% | -$44.44万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $625.17万 | 2.47% | 136,292 | -5,291 | -3.7% | -$24.27万 | 减仓 |
| IEFA | ISHARES TR | $604.02万 | 2.38% | 66,721 | 5,070 | 8.2% | $45.90万 | 加仓 |
| IWF | ISHARES TR | $556.46万 | 2.20% | 13,050 | 402 | 3.2% | $17.14万 | 加仓 |
| CMF | ISHARES TR | $513.29万 | 2.03% | 90,272 | -7,199 | -7.4% | -$40.93万 | 减仓 |
| AAPL | APPLE INC | $502.46万 | 1.98% | 19,798 | 841 | 4.4% | $21.34万 | 加仓 |
| APH | AMPHENOL CORP | $489.98万 | 1.93% | 38,780 | -163 | -0.4% | -$2.06万 | 减仓 |
| MOAT | VANECK ETF TRUST | $470.15万 | 1.86% | 48,620 | -3,028 | -5.9% | -$29.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $469.85万 | 1.85% | 7,863 | -3,021 | -27.8% | -$180.52万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $430.45万 | 1.70% | 89,546 | -9,305 | -9.4% | -$44.73万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $385.59万 | 1.52% | 87,276 | 7,438 | 9.3% | $32.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $367.48万 | 1.45% | 64,835 | -5,300 | -7.6% | -$30.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $320.31万 | 1.26% | 44,531 | 1,279 | 3.0% | $9.20万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $311.38万 | 1.23% | 53,521 | 12,951 | 31.9% | $75.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $291.61万 | 1.15% | 5,836 | -107 | -1.8% | -$5.35万 | 减仓 |
| IWP | ISHARES TR | $284.63万 | 1.12% | 22,216 | -30 | -0.1% | -$3,844 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $277.85万 | 1.10% | 64,421 | -2,595 | -3.9% | -$11.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $277.48万 | 1.10% | 9,433 | -667 | -6.6% | -$19.62万 | 减仓 |
| AMAT | APPLIED MATLS INC | $243.57万 | 0.96% | 7,126 | -321 | -4.3% | -$10.97万 | 减仓 |
| ANGL | VANECK ETF TRUST | $229.89万 | 0.91% | 80,046 | 55,859 | 230.9% | $160.43万 | 加仓 |
| QCOM | QUALCOMM INC | $229.51万 | 0.91% | 17,822 | -3,800 | -17.6% | -$48.94万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $221.71万 | 0.87% | 27,686 | -34 | -0.1% | -$2,723 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $199.22万 | 0.79% | 13,619 | 3,344 | 32.5% | $48.92万 | 加仓 |
| GPZ | VANECK ETF TRUST | $177.92万 | 0.70% | 82,851 | 82,851 | — | $177.92万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $164.02万 | 0.65% | 1,646 | 144 | 9.6% | $14.35万 | 加仓 |
| COR | CENCORA INC | $157.35万 | 0.62% | 5,009 | -2,068 | -29.2% | -$64.96万 | 减仓 |
| ASML | ASML HLDG NV | $156.52万 | 0.62% | 1,185 | 108 | 10.0% | $14.26万 | 加仓 |
| GOOGL | ALPHABET INC | $156.47万 | 0.62% | 5,441 | 358 | 7.0% | $10.30万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $152.12万 | 0.60% | 1,391 | 46 | 3.4% | $5.03万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $149.55万 | 0.59% | 15,094 | 76 | 0.5% | $7,530 | 加仓 |
| AVGO | BROADCOM INC | $148.29万 | 0.59% | 4,791 | 1,510 | 46.0% | $46.74万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $137.26万 | 0.54% | 14,606 | 8,416 | 136.0% | $79.09万 | 加仓 |
| SANM | SANMINA CORP | $118.32万 | 0.47% | 9,127 | 9,127 | — | $118.32万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $116.85万 | 0.46% | 69,679 | 451 | 0.7% | $7,563 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $116.49万 | 0.46% | 2,426 | -517 | -17.6% | -$24.83万 | 减仓 |
| IESC | IES HOLDINGS INC | $101.39万 | 0.40% | 2,128 | 2,128 | — | $101.39万 | 新建仓 |
| HYS | PIMCO ETF TR | $98.52万 | 0.39% | 10,562 | 10,562 | — | $98.52万 | 新建仓 |
| AGG | ISHARES TR | $95.31万 | 0.38% | 9,601 | -402 | -4.0% | -$3.99万 | 减仓 |
| GEV | GE VERNOVA INC | $91.31万 | 0.36% | 1,046 | 666 | 175.3% | $58.14万 | 加仓 |
| — | EXXON MOBIL CORP | $90.75万 | 0.36% | 5,349 | 1 | 0.0% | $170 | 加仓 |
| IDXX | IDEXX LABS INC | $90.41万 | 0.36% | 1,609 | 18 | 1.1% | $1.01万 | 加仓 |
| TSLA | TESLA INC | $86.77万 | 0.34% | 2,334 | -66 | -2.8% | -$2.45万 | 减仓 |
| APP | APPLOVIN CORP | $84.81万 | 0.33% | 2,131 | 357 | 20.1% | $14.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $83.81万 | 0.33% | 6,826 | 345 | 5.3% | $4.24万 | 加仓 |
| MELI | MERCADOLIBRE INC | $79.88万 | 0.32% | 462 | 53 | 13.0% | $9.16万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $75.39万 | 0.30% | 6,918 | -11 | -0.2% | -$1,199 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $74.08万 | 0.29% | 32,236 | -225 | -0.7% | -$5,170 | 减仓 |
| MSCI | MSCI INC | $73.71万 | 0.29% | 1,367 | 83 | 6.5% | $4.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.79万 | 0.27% | 2,006 | 1,266 | 171.1% | $42.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.56万 | 0.26% | 3,272 | 2,247 | 219.2% | $45.71万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $65.71万 | 0.26% | 17,560 | -4,092 | -18.9% | -$15.31万 | 减仓 |
| LIN | LINDE PLC | $65.13万 | 0.26% | 1,314 | -107 | -7.5% | -$5.30万 | 减仓 |
| BOND | PIMCO ETF TR | $64.80万 | 0.26% | 7,023 | -1,701 | -19.5% | -$15.70万 | 减仓 |
| GE | GE AEROSPACE | $64.48万 | 0.25% | 2,272 | 1,334 | 142.2% | $37.86万 | 加仓 |
| IWM | ISHARES TR | $62.38万 | 0.25% | 2,515 | -87 | -3.3% | -$2.16万 | 减仓 |
| BIL | SPDR SERIES TRUST | $59.15万 | 0.23% | 6,454 | 6,454 | — | $59.15万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $57.05万 | 0.23% | 60,822 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $56.31万 | 0.22% | 2,304 | -331 | -12.6% | -$8.09万 | 减仓 |
| PHYL | PGIM ETF TR | $56.06万 | 0.22% | 16,187 | 16,187 | — | $56.06万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $52.23万 | 0.21% | 1,228 | 224 | 22.3% | $9.53万 | 加仓 |
| CME | CME GROUP INC | $51.84万 | 0.20% | 1,755 | -40 | -2.2% | -$1.18万 | 减仓 |
| IWR | ISHARES TR | $51.51万 | 0.20% | 5,298 | -256 | -4.6% | -$2.49万 | 减仓 |
| WMT | WALMART INC | $50.87万 | 0.20% | 4,093 | -245 | -5.6% | -$3.04万 | 减仓 |
| NOW | SERVICENOW INC | $49.91万 | 0.20% | 4,774 | -2,263 | -32.2% | -$23.66万 | 减仓 |
| HYG | ISHARES TR | $49.61万 | 0.20% | 6,235 | 6,235 | — | $49.61万 | 新建仓 |
| LLY | ELI LILLY & CO | $49.16万 | 0.19% | 534 | 3 | 0.6% | $2,762 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.09万 | 0.19% | 2,373 | 47 | 2.0% | $9,724 | 加仓 |
| IEF | ISHARES TR | $47.26万 | 0.19% | 4,952 | -70 | -1.4% | -$6,681 | 减仓 |
| LH | LABCORP HOLDINGS INC | $46.03万 | 0.18% | 1,725 | -64 | -3.6% | -$1.71万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.92万 | 0.18% | 743 | 16 | 2.2% | $9,674 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $44.01万 | 0.17% | 8,915 | -208 | -2.3% | -$1.03万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $40.87万 | 0.16% | 2,490 | 2,490 | — | $40.87万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.80万 | 0.16% | 1,045 | 1,045 | — | $40.80万 | 新建仓 |
| RTX | RTX CORPORATION | $38.92万 | 0.15% | 2,018 | -77 | -3.7% | -$1.49万 | 减仓 |
| IR | INGERSOLL RAND INC | $38.75万 | 0.15% | 4,837 | 12 | 0.2% | $961 | 加仓 |
| VUG | VANGUARD INDEX FDS | $35.38万 | 0.14% | 810 | -10 | -1.2% | -$4,368 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $35.36万 | 0.14% | 8,646 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $35.27万 | 0.14% | 3,797 | 10 | 0.3% | $929 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.72万 | 0.14% | 410 | -14 | -3.3% | -$1.19万 | 减仓 |
| CAT | CATERPILLAR INC | $34.71万 | 0.14% | 490 | -2 | -0.4% | -$1,417 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $34.68万 | 0.14% | 58,676 | -18,255 | -23.7% | -$10.79万 | 减仓 |
| V | VISA INC | $33.65万 | 0.13% | 1,113 | -67 | -5.7% | -$2.03万 | 减仓 |
| META | META PLATFORMS INC | $33.18万 | 0.13% | 580 | -3,056 | -84.0% | -$174.84万 | 减仓 |
| LOW | LOWES COS INC | $31.64万 | 0.12% | 1,339 | -3,194 | -70.5% | -$75.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $31.43万 | 0.12% | 1,471 | 22 | 1.5% | $4,700 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.16万 | 0.12% | 1,605 | -319 | -16.6% | -$6.19万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $30.45万 | 0.12% | 6,151 | -371 | -5.7% | -$1.84万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $30.28万 | 0.12% | 35,288 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $29.74万 | 0.12% | 922 | -304 | -24.8% | -$9.81万 | 减仓 |