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 |
|---|---|---|---|---|---|---|---|---|
| COTY | COTY INC | $2.16万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.94万 | 0.03% | 64 | 1 | 1.6% | $304 | 加仓 |
| DGRW | WISDOMTREE TR | $1.91万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $1.48万 | 0.02% | 68 | 68 | — | $1.48万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $1.19万 | 0.02% | 111 | 1 | 0.9% | $107 | 加仓 |
| EFA | ISHARES TR | $1.12万 | 0.01% | 108 | 78 | 260.0% | $8,103 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $1.09万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.04万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $8,777 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $8,399 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $8,001 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $3,301 | 0.00% | 24 | 24 | — | $3,301 | 新建仓 |
| IWF | ISHARES TR | $2,856 | 0.00% | 23 | 23 | — | $2,856 | 新建仓 |
| IVE | ISHARES TR | $2,725 | 0.00% | 12 | 12 | — | $2,725 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$26.08万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$22.60万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,648 | -100.0% | -$22.17万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -502 | -100.0% | -$21.77万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -3,554 | -100.0% | -$21.75万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,639 | -100.0% | -$21.63万 | 清仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | 0.00% | 0 | -11,748 | -100.0% | -$19.00万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -1,114 | -100.0% | -$5.67万 | 清仓 |