PURSUIT WEALTH STRATEGIES, LLC
RALEIGH NC · SEC CIK 0002116904
$7,690.36万2026Q2 申报市值
114持仓数
45.0%前十大占比 · 第一大 17.2%
12 / 8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
DDWM 新建仓+$147.43万
AGG 加仓+$20.91万
CRWD 新建仓+$20.83万
WISDOMTREE TR 新建仓+$18.66万
AAPL 加仓+$17.27万
2026Q2 卖出最多 按季末市值估算
IHDG 减仓-$142.16万
PGX 减仓-$81.16万
HONEYWELL INTL I 清仓-$26.08万
CHTR 清仓-$22.60万
T 清仓-$22.17万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $104.50万 | 1.36% | 7,131 | -21 | -0.3% | -$3,077 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.89万 | 1.39% | 4,209 | -104 | -2.4% | -$2.64万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $115.27万 | 1.50% | 25,223 | 668 | 2.7% | $3.05万 | 加仓 |
| AMZN | AMAZON COM INC | $125.92万 | 1.64% | 5,283 | 478 | 9.9% | $11.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.69万 | 1.65% | 4,505 | 3 | 0.1% | $844 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $129.50万 | 1.68% | 28,562 | -385 | -1.3% | -$1.75万 | 减仓 |
| — | EXXON MOBIL CORP | $131.00万 | 1.70% | 9,582 | 390 | 4.2% | $5.33万 | 加仓 |
| IJR | ISHARES TR | $131.30万 | 1.71% | 8,853 | -83 | -0.9% | -$1.23万 | 减仓 |
| MTUM | ISHARES TR | $131.48万 | 1.71% | 3,835 | -123 | -3.1% | -$4.22万 | 减仓 |
| IEMG | ISHARES INC | $137.46万 | 1.79% | 16,593 | -395 | -2.3% | -$3.27万 | 减仓 |
| DDWM | WISDOMTREE TR | $147.43万 | 1.92% | 31,925 | 31,925 | — | $147.43万 | 新建仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $155.56万 | 2.02% | 53,624 | 1,177 | 2.2% | $3.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $157.07万 | 2.04% | 8,244 | -181 | -2.1% | -$3.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $160.24万 | 2.08% | 4,296 | 390 | 10.0% | $14.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $167.48万 | 2.18% | 20,787 | 239 | 1.2% | $1.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $184.48万 | 2.40% | 9,220 | -411 | -4.3% | -$8.22万 | 减仓 |
| IJH | ISHARES TR | $197.21万 | 2.56% | 25,576 | -103 | -0.4% | -$7,942 | 减仓 |
| AAPL | APPLE INC | $264.16万 | 3.43% | 9,129 | 597 | 7.0% | $17.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $267.52万 | 3.48% | 21,134 | 33 | 0.2% | $4,177 | 加仓 |
| IEFA | ISHARES TR | $304.02万 | 3.95% | 31,478 | 267 | 0.9% | $2.58万 | 加仓 |
| AGG | ISHARES TR | $439.03万 | 5.71% | 44,355 | 2,113 | 5.0% | $20.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,320.86万 | 17.18% | 19,232 | 3 | 0.0% | $2,060 | 加仓 |