Colter Lewis Investment Partners LLC
GREENWICH CT · SEC CIK 0002107902
$1.06亿2026Q1 申报市值
111持仓数
40.0%前十大占比 · 第一大 12.0%
38 / 19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
BSV 加仓+$1,250.32万
STUB 新建仓+$425.98万
PTF 新建仓+$226.59万
MSFT 加仓+$160.25万
BRK/A 新建仓+$143.63万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$574.71万
SPY 减仓-$422.26万
AXP 减仓-$302.93万
XLV 清仓-$193.65万
AMLP 清仓-$159.09万
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $82.87万 | 0.78% | 2,535 | 2,535 | — | $82.87万 | 新建仓 |
| AMGN | AMGEN INC | $84.09万 | 0.79% | 2,390 | 2,390 | — | $84.09万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $85.41万 | 0.80% | 4,924 | 4,924 | — | $85.41万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $87.65万 | 0.82% | 1,519 | -429 | -22.0% | -$24.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.15万 | 0.84% | 3,647 | 3,647 | — | $89.15万 | 新建仓 |
| PEP | PEPSICO INC | $97.83万 | 0.92% | 6,300 | -1,169 | -15.7% | -$18.15万 | 减仓 |
| DVY | ISHARES TR | $98.87万 | 0.93% | 6,530 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $99.56万 | 0.94% | 5,074 | 89 | 1.8% | $1.75万 | 加仓 |
| IVV | ISHARES TR | $99.87万 | 0.94% | 1,529 | -8,799 | -85.2% | -$574.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $101.91万 | 0.96% | 33,217 | 12,332 | 59.0% | $37.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $102.06万 | 0.96% | 5,852 | 1,128 | 23.9% | $19.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $111.31万 | 1.05% | 7,706 | 5,038 | 188.8% | $72.77万 | 加仓 |
| VGT | VANGUARD WORLD FD | $111.70万 | 1.05% | 1,601 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $114.35万 | 1.08% | 6,277 | 6,277 | — | $114.35万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $119.85万 | 1.13% | 15,958 | 5,426 | 51.5% | $40.75万 | 加仓 |
| IWD | ISHARES TR | $120.79万 | 1.14% | 5,653 | 5,653 | — | $120.79万 | 新建仓 |
| TSLA | TESLA INC | $121.86万 | 1.15% | 3,278 | 156 | 5.0% | $5.80万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $122.48万 | 1.15% | 22,660 | 14,822 | 189.1% | $80.11万 | 加仓 |
| ITOT | ISHARES TR | $132.23万 | 1.24% | 9,284 | -3,505 | -27.4% | -$49.92万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $134.53万 | 1.27% | 11,716 | 11,716 | — | $134.53万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 1.35% | 2 | 2 | — | $143.63万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $154.25万 | 1.45% | 30,501 | -4,704 | -13.4% | -$23.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $193.79万 | 1.82% | 6,588 | 2,387 | 56.8% | $70.22万 | 加仓 |
| AAPL | APPLE INC | $216.79万 | 2.04% | 8,542 | 253 | 3.1% | $6.42万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $226.59万 | 2.13% | 26,249 | 26,249 | — | $226.59万 | 新建仓 |
| IEFA | ISHARES TR | $229.83万 | 2.16% | 25,387 | 720 | 2.9% | $6.52万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $239.90万 | 2.26% | 17,344 | 42 | 0.2% | $5,809 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $240.12万 | 2.26% | 11,165 | 1,151 | 11.5% | $24.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $241.90万 | 2.28% | 7,540 | 1,599 | 26.9% | $51.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $249.09万 | 2.34% | 6,729 | 4,329 | 180.4% | $160.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $422.11万 | 3.97% | 13,955 | -10,015 | -41.8% | -$302.93万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $425.98万 | 4.01% | 682,657 | 682,657 | — | $425.98万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $449.26万 | 4.23% | 7,518 | 2,032 | 37.0% | $121.43万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $477.45万 | 4.49% | 103,637 | 20,416 | 24.5% | $94.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,278.15万 | 12.02% | 163,009 | 159,459 | 4,491.8% | $1,250.32万 | 加仓 |