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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,149.05万 | 15.97% | 19,229 | 72 | 0.4% | $4.30万 | 加仓 |
| AGG | ISHARES TR | $419.33万 | 5.83% | 42,242 | 2,590 | 6.5% | $25.71万 | 加仓 |
| IEFA | ISHARES TR | $282.55万 | 3.93% | 31,211 | -432 | -1.4% | -$3.91万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $276.30万 | 3.84% | 21,101 | -41 | -0.2% | -$5,369 | 减仓 |
| AAPL | APPLE INC | $216.54万 | 3.01% | 8,532 | 139 | 1.7% | $3.53万 | 加仓 |
| IHDG | WISDOMTREE TR | $202.57万 | 2.81% | 42,070 | 10,110 | 31.6% | $48.68万 | 加仓 |
| IJH | ISHARES TR | $173.41万 | 2.41% | 25,679 | -547 | -2.1% | -$3.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $167.97万 | 2.33% | 9,631 | -397 | -4.0% | -$6.92万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $156.37万 | 2.17% | 143,722 | -5,593 | -3.7% | -$6.09万 | 减仓 |
| — | EXXON MOBIL CORP | $155.95万 | 2.17% | 9,192 | 47 | 0.5% | $7,974 | 加仓 |
| VO | VANGUARD INDEX FDS | $147.52万 | 2.05% | 5,137 | -58 | -1.1% | -$1.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $144.60万 | 2.01% | 3,906 | 150 | 4.0% | $5.55万 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $138.36万 | 1.92% | 52,447 | 1,987 | 3.9% | $5.24万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $137.34万 | 1.91% | 8,831 | -1,092 | -11.0% | -$16.98万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $132.84万 | 1.85% | 28,947 | 2,338 | 8.8% | $10.73万 | 加仓 |
| IEMG | ISHARES INC | $118.49万 | 1.65% | 16,988 | -669 | -3.8% | -$4.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $111.97万 | 1.56% | 8,425 | 189 | 2.3% | $2.51万 | 加仓 |
| IJR | ISHARES TR | $111.08万 | 1.54% | 8,936 | -285 | -3.1% | -$3.54万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $110.13万 | 1.53% | 24,555 | -88 | -0.4% | -$3,947 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $109.11万 | 1.52% | 4,502 | 2 | 0.0% | $485 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $105.43万 | 1.47% | 4,313 | 184 | 4.5% | $4.50万 | 加仓 |
| ORCL | ORACLE CORP | $105.21万 | 1.46% | 7,152 | 53 | 0.7% | $7,796 | 加仓 |
| AMZN | AMAZON COM INC | $100.07万 | 1.39% | 4,805 | -120 | -2.4% | -$2.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $95.68万 | 1.33% | 3,253 | 76 | 2.4% | $2.24万 | 加仓 |
| MTUM | ISHARES TR | $94.99万 | 1.32% | 3,958 | -145 | -3.5% | -$3.48万 | 减仓 |
| ETN | EATON CORP PLC | $88.17万 | 1.23% | 2,465 | 122 | 5.2% | $4.36万 | 加仓 |
| WM | WASTE MGMT INC DEL | $86.96万 | 1.21% | 3,784 | -41 | -1.1% | -$9,423 | 减仓 |
| IEF | ISHARES TR | $77.62万 | 1.08% | 8,133 | -294 | -3.5% | -$2.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.92万 | 1.03% | 5,118 | 7 | 0.1% | $1,011 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $68.35万 | 0.95% | 7,201 | 1 | 0.0% | $95 | 加仓 |
| IVV | ISHARES TR | $67.95万 | 0.94% | 1,040 | 1 | 0.1% | $653 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $66.52万 | 0.92% | 59,234 | -10,188 | -14.7% | -$11.44万 | 减仓 |
| WMT | WALMART INC | $60.12万 | 0.84% | 4,838 | 403 | 9.1% | $5.01万 | 加仓 |
| RY | ROYAL BK CDA | $51.49万 | 0.72% | 3,183 | -145 | -4.4% | -$2.35万 | 减仓 |
| MRK | MERCK & CO INC | $50.21万 | 0.70% | 4,174 | 58 | 1.4% | $6,977 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $49.74万 | 0.69% | 28,025 | 322 | 1.2% | $5,716 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $47.18万 | 0.66% | 5,319 | 77 | 1.5% | $6,830 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.88万 | 0.65% | 1,801 | -3 | -0.2% | -$781 | 减仓 |
| GOOGL | ALPHABET INC | $46.15万 | 0.64% | 1,605 | -53 | -3.2% | -$1.52万 | 减仓 |
| FSLR | FIRST SOLAR INC | $45.78万 | 0.64% | 2,321 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.68万 | 0.58% | 1,453 | -88 | -5.7% | -$2.52万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $41.19万 | 0.57% | 9,100 | 9,100 | — | $41.19万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $40.75万 | 0.57% | 933 | -1 | -0.1% | -$437 | 减仓 |
| META | META PLATFORMS INC | $39.49万 | 0.55% | 690 | 52 | 8.2% | $2.98万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $39.46万 | 0.55% | 41,491 | -1,685 | -3.9% | -$1.60万 | 减仓 |
| TSLA | TESLA INC | $38.74万 | 0.54% | 1,042 | 4 | 0.4% | $1,487 | 加仓 |
| CMI | CUMMINS INC | $38.02万 | 0.53% | 707 | 29 | 4.3% | $1.56万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $38.02万 | 0.53% | 2,626 | 6 | 0.2% | $869 | 加仓 |
| AVGO | BROADCOM INC | $37.04万 | 0.51% | 1,197 | 257 | 27.3% | $7.95万 | 加仓 |
| USHY | ISHARES TR | $35.83万 | 0.50% | 9,726 | 1,266 | 15.0% | $4.66万 | 加仓 |
| CSX | CSX CORP | $35.44万 | 0.49% | 8,632 | -3 | -0.0% | -$123 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.38万 | 0.48% | 6,848 | 449 | 7.0% | $2.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.10万 | 0.47% | 1,648 | 82 | 5.2% | $1.70万 | 加仓 |
| PSX | PHILLIPS 66 | $32.85万 | 0.46% | 1,803 | -261 | -12.6% | -$4.76万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.36万 | 0.45% | 2,471 | 334 | 15.6% | $4.37万 | 加仓 |
| D | DOMINION ENERGY INC | $30.85万 | 0.43% | 4,990 | -312 | -5.9% | -$1.93万 | 减仓 |
| DDD | 3D SYS CORP DEL | $29.28万 | 0.41% | 155,763 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.94万 | 0.40% | 604 | 47 | 8.4% | $2.25万 | 加仓 |
| LLY | ELI LILLY & CO | $27.47万 | 0.38% | 299 | -52 | -14.8% | -$4.78万 | 减仓 |
| CAT | CATERPILLAR INC | $26.95万 | 0.37% | 380 | 5 | 1.3% | $3,546 | 加仓 |
| CSCO | CISCO SYS INC | $26.44万 | 0.37% | 3,407 | 47 | 1.4% | $3,647 | 加仓 |
| — | HONEYWELL INTL INC | $26.08万 | 0.36% | 1,154 | -125 | -9.8% | -$2.83万 | 减仓 |
| KO | COCA COLA CO | $25.36万 | 0.35% | 3,334 | 3,334 | — | $25.36万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.87万 | 0.35% | 736 | 61 | 9.0% | $2.06万 | 加仓 |
| SO | SOUTHERN CO | $23.42万 | 0.33% | 2,426 | 18 | 0.7% | $1,738 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.14万 | 0.32% | 1,765 | -8 | -0.5% | -$1,049 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $23.12万 | 0.32% | 4,635 | 68 | 1.5% | $3,393 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.09万 | 0.32% | 517 | -17 | -3.2% | -$7,591 | 减仓 |
| NVR | NVR INC | $23.06万 | 0.32% | 35 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $22.68万 | 0.32% | 2,445 | 46 | 1.9% | $4,267 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $22.60万 | 0.31% | 1,047 | 1,047 | — | $22.60万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $22.27万 | 0.31% | 901 | 901 | — | $22.27万 | 新建仓 |
| T | AT&T INC | $22.17万 | 0.31% | 7,648 | 7,648 | — | $22.17万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $22.00万 | 0.31% | 2,601 | 2,601 | — | $22.00万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.77万 | 0.30% | 502 | 502 | — | $21.77万 | 新建仓 |
| O | REALTY INCOME CORP | $21.75万 | 0.30% | 3,554 | 3,554 | — | $21.75万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.63万 | 0.30% | 1,639 | 1,639 | — | $21.63万 | 新建仓 |
| BAC | BANK AMERICA CORP | $21.33万 | 0.30% | 4,376 | 25 | 0.6% | $1,219 | 加仓 |
| TFC | TRUIST FINL CORP | $20.58万 | 0.29% | 4,477 | -98 | -2.1% | -$4,505 | 减仓 |
| PTNQ | PACER FDS TR | $19.56万 | 0.27% | 2,681 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $19.00万 | 0.26% | 11,748 | -29,296 | -71.4% | -$47.37万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $14.39万 | 0.20% | 2,500 | 2,500 | — | $14.39万 | 新建仓 |
| PTLC | PACER FDS TR | $14.11万 | 0.20% | 2,689 | -441 | -14.1% | -$2.31万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $13.21万 | 0.18% | 14,694 | 19 | 0.1% | $171 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $9.32万 | 0.13% | 635 | 2 | 0.3% | $293 | 加仓 |
| IYK | ISHARES TR | $8.07万 | 0.11% | 1,152 | -338 | -22.7% | -$2.37万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.44万 | 0.09% | 880 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $6.32万 | 0.09% | 349 | 1 | 0.3% | $181 | 加仓 |
| IWM | ISHARES TR | $5.95万 | 0.08% | 240 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $5.67万 | 0.08% | 1,114 | 8 | 0.7% | $408 | 加仓 |
| IWD | ISHARES TR | $5.21万 | 0.07% | 244 | 60 | 32.6% | $1.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5.09万 | 0.07% | 1,031 | 5 | 0.5% | $247 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $5.06万 | 0.07% | 1,240 | 5 | 0.4% | $204 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $3.44万 | 0.05% | 316 | 1 | 0.3% | $109 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3.37万 | 0.05% | 209 | 1 | 0.5% | $161 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $3.30万 | 0.05% | 403 | 2 | 0.5% | $164 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $3.15万 | 0.04% | 629 | 2 | 0.3% | $100 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.82万 | 0.04% | 88 | -5 | -5.4% | -$1,602 | 减仓 |
| COTY | COTY INC | $2.01万 | 0.03% | 10,000 | 10,000 | — | $2.01万 | 新建仓 |
| IGV | ISHARES TR | $2.00万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |