Catherine Avery Investment Management LLC
LONGBOAT KEY FL · SEC CIK 0002103454
$2.29亿2026Q2 申报市值
166持仓数
33.5%前十大占比 · 第一大 4.9%
37 / 7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
IP 新建仓+$547.20万
CRM 新建仓+$541.93万
MSFT 加仓+$513.32万
LHX 加仓+$270.21万
BMY 加仓+$86.68万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$728.78万
SWK 减仓-$685.51万
HPE 减仓-$614.97万
PKG 减仓-$559.19万
VZ 减仓-$310.53万
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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TR | $1.59万 | 0.01% | 239 | 239 | — | $1.59万 | 新建仓 |
| ZAP | GLOBAL X FDS | $1.59万 | 0.01% | 458 | 458 | — | $1.59万 | 新建仓 |
| GM | GENERAL MTRS CO | $1.54万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1.54万 | 0.01% | 217 | 217 | — | $1.54万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $1.52万 | 0.01% | 232 | 232 | — | $1.52万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.51万 | 0.01% | 342 | 342 | — | $1.51万 | 新建仓 |
| AMZN | AMAZON COM INC | $1.43万 | 0.01% | 60 | -5 | -7.7% | -$1,192 | 减仓 |
| NFLX | NETFLIX INC. | $1.43万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $1.43万 | 0.01% | 254 | 254 | — | $1.43万 | 新建仓 |
| XME | SPDR SERIES TRUST | $1.39万 | 0.01% | 130 | 130 | — | $1.39万 | 新建仓 |
| XYL | XYLEM INC | $1.37万 | 0.01% | 116 | 116 | — | $1.37万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1.30万 | 0.01% | 35 | 35 | — | $1.30万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1.21万 | 0.01% | 67 | 67 | — | $1.21万 | 新建仓 |
| GEV | GE VERNOVA INC | $1.18万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $1.12万 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.10万 | 0.00% | 22 | -9 | -29.0% | -$4,504 | 重新持有 |
| SGU | STAR GROUP LP | $1.04万 | 0.00% | 808 | 808 | — | $1.04万 | 新建仓 |
| DOV | DOVER CORP | $1.01万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $9,935 | 0.00% | 172 | 2 | 1.2% | $116 | 加仓 |
| HPQ | HP INC | $9,807 | 0.00% | 447 | 256 | 134.0% | $5,617 | 重新持有 |
| WMT | WALMART INC | $9,287 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $8,828 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8,634 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $8,141 | 0.00% | 119 | 119 | — | $8,141 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $8,137 | 0.00% | 101 | -56 | -35.7% | -$4,512 | 重新持有 |
| QQQ | INVESCO QQQ TR | $7,364 | 0.00% | 10 | 8 | 400.0% | $5,891 | 重新持有 |
| KGC | KINROSS GOLD CORP | $7,086 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $7,021 | 0.00% | 221 | 221 | — | $7,021 | 新建仓 |
| DIS | DISNEY WALT CO | $6,930 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $6,112 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $6,065 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,016 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $5,785 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $5,770 | 0.00% | 190 | 190 | — | $5,770 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,403 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $5,259 | 0.00% | 55 | 0 | 0.0% | — | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,027 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| MARA | MARA HOLDINGS INC | $4,862 | 0.00% | 350 | 285 | 438.5% | $3,959 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,309 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,259 | 0.00% | 18 | 1 | 5.9% | $237 | 重新持有 |
| SOUN | SOUNDHOUND AI INC | $4,070 | 0.00% | 629 | 0 | 0.0% | — | 重新持有 |
| DHS | WISDOMTREE TR | $3,638 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| SBET | SHARPLINK INC | $3,240 | 0.00% | 675 | 225 | 50.0% | $1,080 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $3,122 | 0.00% | 21 | 0 | 0.0% | — | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $3,095 | 0.00% | 14 | 14 | — | $3,095 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $2,823 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $2,729 | 0.00% | 205 | 125 | 156.2% | $1,664 | 重新持有 |
| TTD | THE TRADE DESK INC | $2,459 | 0.00% | 136 | 0 | 0.0% | — | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $2,375 | 0.00% | 55 | -74 | -57.4% | -$3,195 | 重新持有 |
| LQD | ISHARES TR | $1,854 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $1,567 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,563 | 0.00% | 87 | 0 | 0.0% | — | 重新持有 |
| — | STRAN & COMPANY INC | $1,115 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| TLT | ISHARES TR | $1,037 | 0.00% | 12 | 0 | 0.0% | — | 重新持有 |
| COIN | COINBASE GLOBAL INC | $1,023 | 0.00% | 7 | 7 | — | $1,023 | 新建仓 |
| OUST | OUSTER INC | $1,000 | 0.00% | 16 | 16 | — | $1,000 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $954 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $918 | 0.00% | 250 | 250 | — | $918 | 新建仓 |
| SHY | ISHARES TR | $657 | 0.00% | 8 | 0 | 0.0% | — | 重新持有 |
| NKE | NIKE INC | $411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | UPEXI INC | $392 | 0.00% | 500 | 250 | 100.0% | $196 | 重新持有 |
| — | VUZIX CORP | $334 | 0.00% | 115 | 115 | — | $334 | 新建仓 |
| DDD | 3D SYS CORP DEL | $302 | 0.00% | 100 | 100 | — | $302 | 新建仓 |
| BHVN | BIOHAVEN LTD | $179 | 0.00% | 12 | 0 | 0.0% | — | 重新持有 |
| DXC | DXC TECHNOLOGY CO | $142 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $8 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2.40万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -50 | -100.0% | -$1.02万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -29 | -100.0% | -$6,555 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -86 | -100.0% | -$2,501 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -10 | -100.0% | -$1,298 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$1,158 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,154 | 清仓 |