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 |
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INC | $23.22万 | 0.22% | 1,624 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.13万 | 0.21% | 818 | 818 | — | $22.13万 | 新建仓 |
| META | META PLATFORMS INC | $21.52万 | 0.20% | 376 | 376 | — | $21.52万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.50万 | 0.20% | 2,094 | 2,094 | — | $21.50万 | 新建仓 |
| DGRW | WISDOMTREE TR | $21.09万 | 0.20% | 2,401 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.83万 | 0.20% | 1,578 | 1,578 | — | $20.83万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $19.68万 | 0.19% | 13,785 | 13,785 | — | $19.68万 | 新建仓 |
| S | SENTINELONE INC | $15.06万 | 0.14% | 11,695 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $7.02万 | 0.07% | 11,599 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CREDIT COMPANY I | $4.70万 | 0.04% | 12,500 | 0 | 0.0% | — | 不变 |
| — | VALENS SEMICONDUCTOR LTD | $1.42万 | 0.01% | 12,593 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -12,510 | -100.0% | -$193.65万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -33,835 | -100.0% | -$159.09万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | -110,104 | -100.0% | -$138.51万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,811 | -100.0% | -$130.47万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -104,326 | -100.0% | -$125.40万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -19,914 | -100.0% | -$88.56万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,055 | -100.0% | -$56.50万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -911 | -100.0% | -$52.01万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -2,060 | -100.0% | -$41.13万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,178 | -100.0% | -$36.00万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -518 | -100.0% | -$34.31万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -3,058 | -100.0% | -$34.14万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -728 | -100.0% | -$28.32万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,658 | -100.0% | -$26.85万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -619 | -100.0% | -$21.81万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -648 | -100.0% | -$21.00万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,632 | -100.0% | -$20.53万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -12,512 | -100.0% | -$16.98万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -10,864 | -100.0% | -$16.09万 | 清仓 |