Catherine Avery Investment Management LLC
LONGBOAT KEY FL · SEC CIK 0002103454
$2.23亿2026Q1 申报市值
109持仓数
30.6%前十大占比 · 第一大 3.3%
1 / 23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
OMC 加仓+$614.68万
ES 新建仓+$381.04万
ORCL 加仓+$297.02万
BBY 加仓+$256.87万
IBM 加仓+$246.92万
2026Q1 卖出最多 按季末市值估算
BKR 减仓-$520.37万
RTX 减仓-$400.38万
JCI 减仓-$22.89万
STX 减仓-$20.33万
AAPL 减仓-$10.35万
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 |
|---|---|---|---|---|---|---|---|---|
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDVD | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -2,163 | -100.0% | -$4.64万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -654 | -100.0% | -$2.83万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -405 | -100.0% | -$2.35万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -516 | -100.0% | -$1.54万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -783 | -100.0% | -$1.36万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -259 | -100.0% | -$1.30万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -155 | -100.0% | -$1.02万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -25 | -100.0% | -$7,963 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -84 | -100.0% | -$7,764 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -398 | -100.0% | -$6,866 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | -113 | -100.0% | -$3,932 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHS | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -41 | -100.0% | -$3,254 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -5 | -100.0% | -$2,854 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -10 | -100.0% | -$2,789 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,875 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,532 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$1,294 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -80 | -100.0% | -$871 | 清仓 |
| — | STRAN & COMPANY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$817 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -7 | -100.0% | -$649 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | UPEXI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$340 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -6 | -100.0% | -$177 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFC | V F CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$41 | 清仓 |
| — | AURORA CANNABIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DXC | DXC TECHNOLOGY CO | $201 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $528 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $732 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1,154 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1,158 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1,298 | 0.00% | 10 | -51 | -83.6% | -$6,620 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,390 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,501 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $3,302 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3,518 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,505 | 0.00% | 35 | -117 | -77.0% | -$1.84万 | 减仓 |
| — | WELLS FARGO & CO | $5,775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $5,869 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,898 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $6,555 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $6,939 | 0.00% | 72 | -138 | -65.7% | -$1.33万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $7,815 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $7,988 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $8,187 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8,742 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $9,156 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $9,380 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $9,508 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $9,816 | 0.00% | 170 | 1 | 0.6% | $58 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.02万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $1.02万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1.35万 | 0.01% | 65 | -24 | -27.0% | -$4,999 | 减仓 |
| GM | GENERAL MTRS CO | $1.49万 | 0.01% | 200 | -50 | -20.0% | -$3,725 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.57万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.92万 | 0.01% | 200 | -30 | -13.0% | -$2,884 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.99万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $2.26万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.40万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2.46万 | 0.01% | 43 | 1 | 2.4% | $572 | 加仓 |
| ABBV | ABBVIE INC | $2.53万 | 0.01% | 116 | -40 | -25.6% | -$8,710 | 减仓 |
| LOW | LOWES COS INC | $2.65万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $2.97万 | 0.01% | 274 | 1 | 0.4% | $108 | 加仓 |
| F | FORD MTR CO | $3.11万 | 0.01% | 2,691 | -652 | -19.5% | -$7,524 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.19万 | 0.01% | 49 | 38 | 345.5% | $2.47万 | 加仓 |
| IHI | ISHARES TR | $5.93万 | 0.03% | 1,112 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $5.95万 | 0.03% | 197 | -7 | -3.4% | -$2,116 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.37万 | 0.03% | 385 | 3 | 0.8% | $496 | 加仓 |
| MO | ALTRIA GROUP INC | $6.60万 | 0.03% | 1,000 | 830 | 488.2% | $5.48万 | 加仓 |
| CAT | CATERPILLAR INC | $6.94万 | 0.03% | 98 | -54 | -35.5% | -$3.83万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $7.87万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7.91万 | 0.04% | 370 | -222 | -37.5% | -$4.74万 | 减仓 |
| AGI | ALAMOS GOLD INC | $8.45万 | 0.04% | 1,902 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8.98万 | 0.04% | 660 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $9.08万 | 0.04% | 3,844 | -584 | -13.2% | -$1.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $9.37万 | 0.04% | 155 | -9 | -5.5% | -$5,440 | 减仓 |