SBE LLC DBA CEDAR COVE WEALTH PARTNERS
BLOOMINGTON MN · SEC CIK 0002111343
$1.91亿2026Q1 申报市值
88持仓数
55.7%前十大占比 · 第一大 19.1%
14 / 10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
INVESCO EXCHANGE 新建仓+$508.75万
OUNZ 新建仓+$343.38万
VANECK ETF TRUST 新建仓+$294.94万
JUST 加仓+$267.29万
RBB FD INC 新建仓+$244.89万
2026Q1 卖出最多 按季末市值估算
PSP 清仓-$632.89万
EWJ 清仓-$584.73万
URNM 减仓-$373.43万
AMCOR PLC 清仓-$81.15万
SMH 减仓-$65.87万
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 |
|---|---|---|---|---|---|---|---|---|
| JUST | GOLDMAN SACHS ETF TR | $3,642.53万 | 19.11% | 393,803 | 28,897 | 7.9% | $267.29万 | 加仓 |
| DMXF | ISHARES TR | $1,790.68万 | 9.40% | 237,333 | 1,542 | 0.7% | $11.63万 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $1,448.60万 | 7.60% | 585,952 | 93,234 | 18.9% | $230.49万 | 加仓 |
| — | VANECK FDS | $659.05万 | 3.46% | 203,600 | 60,261 | 42.0% | $195.06万 | 加仓 |
| SMTH | ALPS ETF TR | $562.28万 | 2.95% | 218,318 | 13,817 | 6.8% | $35.59万 | 加仓 |
| SMH | VANECK ETF TRUST | $521.66万 | 2.74% | 13,606 | -1,718 | -11.2% | -$65.87万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $508.75万 | 2.67% | 172,457 | 172,457 | — | $508.75万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $498.97万 | 2.62% | 255,488 | -21,453 | -7.7% | -$41.90万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $490.14万 | 2.57% | 94,331 | 7,517 | 8.7% | $39.06万 | 加仓 |
| GDX | VANECK ETF TRUST | $485.64万 | 2.55% | 52,920 | 19,976 | 60.6% | $183.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $425.36万 | 2.23% | 84,047 | 4,792 | 6.0% | $24.25万 | 加仓 |
| ESGD | ISHARES TR | $392.41万 | 2.06% | 41,038 | -639 | -1.5% | -$6.11万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $375.61万 | 1.97% | 111,591 | 3,477 | 3.2% | $11.70万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $343.38万 | 1.80% | 76,221 | 76,221 | — | $343.38万 | 新建仓 |
| EWZ | ISHARES INC | $330.68万 | 1.74% | 86,138 | -14,011 | -14.0% | -$53.79万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $310.01万 | 1.63% | 106,422 | -3,159 | -2.9% | -$9.20万 | 减仓 |
| — | VANECK ETF TRUST | $294.94万 | 1.55% | 55,481 | 55,481 | — | $294.94万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $262.86万 | 1.38% | 58,335 | 808 | 1.4% | $3.64万 | 加仓 |
| — | RBB FD INC | $244.89万 | 1.28% | 69,994 | 69,994 | — | $244.89万 | 新建仓 |
| — | TIDAL TRUST III | $238.06万 | 1.25% | 122,187 | 8,760 | 7.7% | $17.07万 | 加仓 |
| BIL | SPDR SERIES TRUST | $220.86万 | 1.16% | 24,101 | 24,101 | — | $220.86万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $217.20万 | 1.14% | 93,723 | -5,970 | -6.0% | -$13.84万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $195.74万 | 1.03% | 99,738 | -7,822 | -7.3% | -$15.35万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $177.51万 | 0.93% | 39,221 | -1,243 | -3.1% | -$5.63万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $176.43万 | 0.93% | 10,786 | 10,786 | — | $176.43万 | 新建仓 |
| NULG | NUSHARES ETF TR | $176.11万 | 0.92% | 19,366 | -1,537 | -7.4% | -$13.98万 | 减仓 |
| — | DBX ETF TR | $175.78万 | 0.92% | 47,014 | -695 | -1.5% | -$2.60万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $170.18万 | 0.89% | 191,644 | 22,629 | 13.4% | $20.09万 | 加仓 |
| VOLT | TEMA ETF TRUST | $168.73万 | 0.89% | 49,278 | 49,278 | — | $168.73万 | 新建仓 |
| IVV | ISHARES TR | $168.39万 | 0.88% | 2,578 | -67 | -2.5% | -$4.38万 | 减仓 |
| BBDC | BARINGS BDC INC | $166.29万 | 0.87% | 202,054 | 8,642 | 4.5% | $7.11万 | 加仓 |
| EUSB | ISHARES TR | $165.93万 | 0.87% | 38,144 | 3,692 | 10.7% | $16.06万 | 加仓 |
| AAPL | APPLE INC | $161.08万 | 0.85% | 6,347 | 297 | 4.9% | $7.54万 | 加仓 |
| — | RUNWAY GROWTH FINANCE CORP | $149.88万 | 0.79% | 218,167 | 28,579 | 15.1% | $19.63万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $142.74万 | 0.75% | 126,321 | 16,577 | 15.1% | $18.73万 | 加仓 |
| URNM | SPROTT FDS TR | $122.30万 | 0.64% | 19,366 | -59,134 | -75.3% | -$373.43万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $109.51万 | 0.57% | 35,904 | -2,466 | -6.4% | -$7.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $103.44万 | 0.54% | 5,931 | -362 | -5.8% | -$6.31万 | 减仓 |
| EMNT | PIMCO ETF TR | $90.62万 | 0.48% | 9,160 | 820 | 9.8% | $8.11万 | 加仓 |
| PWR | QUANTA SVCS INC | $85.24万 | 0.45% | 1,553 | -441 | -22.1% | -$24.20万 | 减仓 |
| NULV | NUSHARES ETF TR | $85.16万 | 0.45% | 18,717 | -86 | -0.5% | -$3,913 | 减仓 |
| IWD | ISHARES TR | $82.11万 | 0.43% | 3,843 | -124 | -3.1% | -$2.65万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $81.43万 | 0.43% | 36,409 | -3,957 | -9.8% | -$8.85万 | 减仓 |
| AMCR | AMCOR PLC | $77.63万 | 0.41% | 19,530 | 19,530 | — | $77.63万 | 新建仓 |
| ACWX | ISHARES TR | $70.25万 | 0.37% | 10,260 | -1,930 | -15.8% | -$13.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.41万 | 0.34% | 646 | 3 | 0.5% | $2,991 | 加仓 |
| LLY | ELI LILLY & CO | $62.80万 | 0.33% | 683 | 370 | 118.2% | $34.02万 | 加仓 |
| GOOGL | ALPHABET INC | $62.78万 | 0.33% | 2,183 | 135 | 6.6% | $3.88万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $62.54万 | 0.33% | 5,094 | -94 | -1.8% | -$1.15万 | 减仓 |
| IWF | ISHARES TR | $58.43万 | 0.31% | 1,370 | -238 | -14.8% | -$10.15万 | 减仓 |
| — | ISHARES TR | $57.97万 | 0.30% | 21,370 | 417 | 2.0% | $1.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $53.12万 | 0.28% | 1,554 | -84 | -5.1% | -$2.87万 | 减仓 |
| META | META PLATFORMS INC | $52.66万 | 0.28% | 920 | -57 | -5.8% | -$3.26万 | 减仓 |
| AMZN | AMAZON COM INC | $52.17万 | 0.27% | 2,505 | -108 | -4.1% | -$2.25万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $49.72万 | 0.26% | 5,291 | -181 | -3.3% | -$1.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $46.01万 | 0.24% | 1,564 | 1,564 | — | $46.01万 | 新建仓 |
| URI | UNITED RENTALS INC | $45.81万 | 0.24% | 629 | -48 | -7.1% | -$3.50万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $45.11万 | 0.24% | 5,388 | 5,388 | — | $45.11万 | 新建仓 |
| BLK | BLACKROCK INC | $45.10万 | 0.24% | 469 | 7 | 1.5% | $6,731 | 加仓 |
| SPSM | SPDR SERIES TRUST | $44.68万 | 0.23% | 9,248 | 376 | 4.2% | $1.82万 | 加仓 |
| GE | GE AEROSPACE | $43.38万 | 0.23% | 1,529 | 55 | 3.7% | $1.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.54万 | 0.22% | 1,572 | 733 | 87.4% | $19.84万 | 加仓 |
| ADI | ANALOG DEVICES INC | $41.89万 | 0.22% | 1,317 | -75 | -5.4% | -$2.39万 | 减仓 |
| ORCL | ORACLE CORP | $41.29万 | 0.22% | 2,807 | -948 | -25.2% | -$13.94万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.38万 | 0.21% | 1,165 | -201 | -14.7% | -$6.79万 | 减仓 |
| V | VISA INC | $39.07万 | 0.21% | 1,293 | -47 | -3.5% | -$1.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $36.83万 | 0.19% | 1,603 | -184 | -10.3% | -$4.23万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $36.27万 | 0.19% | 2,262 | -113 | -4.8% | -$1.81万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $33.98万 | 0.18% | 2,204 | -145 | -6.2% | -$2.24万 | 减仓 |
| IWP | ISHARES TR | $33.75万 | 0.18% | 2,635 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $33.29万 | 0.17% | 783 | -23 | -2.9% | -$9,777 | 减仓 |
| DXCM | DEXCOM INC | $33.06万 | 0.17% | 5,264 | 5,264 | — | $33.06万 | 新建仓 |
| — | ISHARES TR | $33.02万 | 0.17% | 7,129 | 581 | 8.9% | $2.69万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.97万 | 0.17% | 1,181 | -28 | -2.3% | -$7,816 | 减仓 |
| — | VANECK ETF TRUST | $32.94万 | 0.17% | 13,749 | 1,101 | 8.7% | $2.64万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $32.88万 | 0.17% | 958 | 958 | — | $32.88万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.29万 | 0.16% | 4,828 | -202 | -4.0% | -$1.27万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $30.12万 | 0.16% | 4,187 | 333 | 8.6% | $2.40万 | 加仓 |
| SYK | STRYKER CORPORATION | $27.93万 | 0.15% | 850 | -17 | -2.0% | -$5,586 | 减仓 |
| MUNI | PIMCO ETF TR | $26.13万 | 0.14% | 5,008 | 39 | 0.8% | $2,035 | 加仓 |
| USXF | ISHARES TR | $25.94万 | 0.14% | 4,700 | -76 | -1.6% | -$4,195 | 减仓 |
| SNOW | SNOWFLAKE INC | $24.61万 | 0.13% | 1,632 | 1,632 | — | $24.61万 | 新建仓 |
| DASH | DOORDASH INC | $23.29万 | 0.12% | 1,551 | 93 | 6.4% | $1.40万 | 加仓 |
| MCK | MCKESSON CORP | $22.93万 | 0.12% | 265 | -39 | -12.8% | -$3.37万 | 减仓 |
| NFLX | NETFLIX INC. | $22.78万 | 0.12% | 2,369 | -2,840 | -54.5% | -$27.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $22.47万 | 0.12% | 607 | -3 | -0.5% | -$1,111 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.11万 | 0.12% | 531 | -3 | -0.6% | -$1,249 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.89万 | 0.11% | 2,210 | 2,210 | — | $21.89万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -94,357 | -100.0% | -$632.89万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -72,422 | -100.0% | -$584.73万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -19,461 | -100.0% | -$81.15万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,587 | -100.0% | -$47.74万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -685 | -100.0% | -$38.91万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,252 | -100.0% | -$34.50万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,954 | -100.0% | -$31.56万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,182 | -100.0% | -$30.59万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |