PURSUIT WEALTH STRATEGIES, LLC
RALEIGH NC · SEC CIK 0002116904
$7,196.27万2026Q1 申报市值
109持仓数
44.5%前十大占比 · 第一大 16.0%
12 / 2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
IHDG 加仓+$48.68万
RSPT 新建仓+$41.19万
AGG 加仓+$25.71万
KO 新建仓+$25.36万
CHTR 新建仓+$22.60万
2026Q1 卖出最多 按季末市值估算
BBN 减仓-$47.37万
MA 清仓-$22.38万
LDOS 减仓-$16.98万
XNEAX 减仓-$11.44万
NVDA 减仓-$6.92万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $1.76万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.65万 | 0.02% | 63 | 17 | 37.0% | $4,457 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.22万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $8,147 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $7,672 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $7,290 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $7,058 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $6,649 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $2,914 | 0.00% | 30 | 30 | — | $2,914 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -392 | -100.0% | -$22.38万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -243 | -100.0% | -$3.20万 | 清仓 |