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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,320.86万 | 17.18% | 19,232 | 3 | 0.0% | $2,060 | 加仓 |
| AGG | ISHARES TR | $439.03万 | 5.71% | 44,355 | 2,113 | 5.0% | $20.91万 | 加仓 |
| IEFA | ISHARES TR | $304.02万 | 3.95% | 31,478 | 267 | 0.9% | $2.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $267.52万 | 3.48% | 21,134 | 33 | 0.2% | $4,177 | 加仓 |
| AAPL | APPLE INC | $264.16万 | 3.43% | 9,129 | 597 | 7.0% | $17.27万 | 加仓 |
| IJH | ISHARES TR | $197.21万 | 2.56% | 25,576 | -103 | -0.4% | -$7,942 | 减仓 |
| NVDA | NVIDIA CORPORATION | $184.48万 | 2.40% | 9,220 | -411 | -4.3% | -$8.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $167.48万 | 2.18% | 20,787 | 239 | 1.2% | $1.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $160.24万 | 2.08% | 4,296 | 390 | 10.0% | $14.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $157.07万 | 2.04% | 8,244 | -181 | -2.1% | -$3.45万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $155.56万 | 2.02% | 53,624 | 1,177 | 2.2% | $3.41万 | 加仓 |
| DDWM | WISDOMTREE TR | $147.43万 | 1.92% | 31,925 | 31,925 | — | $147.43万 | 新建仓 |
| IEMG | ISHARES INC | $137.46万 | 1.79% | 16,593 | -395 | -2.3% | -$3.27万 | 减仓 |
| MTUM | ISHARES TR | $131.48万 | 1.71% | 3,835 | -123 | -3.1% | -$4.22万 | 减仓 |
| IJR | ISHARES TR | $131.30万 | 1.71% | 8,853 | -83 | -0.9% | -$1.23万 | 减仓 |
| — | EXXON MOBIL CORP | $131.00万 | 1.70% | 9,582 | 390 | 4.2% | $5.33万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $129.50万 | 1.68% | 28,562 | -385 | -1.3% | -$1.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.69万 | 1.65% | 4,505 | 3 | 0.1% | $844 | 加仓 |
| AMZN | AMAZON COM INC | $125.92万 | 1.64% | 5,283 | 478 | 9.9% | $11.39万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $115.27万 | 1.50% | 25,223 | 668 | 2.7% | $3.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $106.89万 | 1.39% | 4,209 | -104 | -2.4% | -$2.64万 | 减仓 |
| ORCL | ORACLE CORP | $104.50万 | 1.36% | 7,131 | -21 | -0.3% | -$3,077 | 减仓 |
| ETN | EATON CORP PLC | $98.28万 | 1.28% | 2,306 | -159 | -6.5% | -$6.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $97.68万 | 1.27% | 2,984 | -269 | -8.3% | -$8.81万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $90.67万 | 1.18% | 8,805 | -26 | -0.3% | -$2,677 | 减仓 |
| WM | WASTE MGMT INC DEL | $83.41万 | 1.08% | 3,742 | -42 | -1.1% | -$9,362 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $79.46万 | 1.03% | 7,197 | -4 | -0.1% | -$442 | 减仓 |
| IEF | ISHARES TR | $79.08万 | 1.03% | 8,362 | 229 | 2.8% | $2.17万 | 加仓 |
| IVV | ISHARES TR | $78.90万 | 1.03% | 1,053 | 13 | 1.2% | $9,740 | 加仓 |
| IHDG | WISDOMTREE TR | $78.20万 | 1.02% | 14,930 | -27,140 | -64.5% | -$142.16万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $74.64万 | 0.97% | 68,856 | -74,866 | -52.1% | -$81.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.89万 | 0.96% | 5,039 | -79 | -1.5% | -$1.16万 | 减仓 |
| RY | ROYAL BK CDA | $65.82万 | 0.86% | 3,180 | -3 | -0.1% | -$621 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $56.12万 | 0.73% | 8,700 | -400 | -4.4% | -$2.58万 | 减仓 |
| FSLR | FIRST SOLAR INC | $54.77万 | 0.71% | 2,321 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $52.09万 | 0.68% | 4,054 | -120 | -2.9% | -$1.54万 | 减仓 |
| GOOG | ALPHABET INC | $51.76万 | 0.67% | 1,465 | 12 | 0.8% | $4,240 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.56万 | 0.67% | 5,347 | 28 | 0.5% | $2,700 | 加仓 |
| WMT | WALMART INC | $51.46万 | 0.67% | 4,543 | -295 | -6.1% | -$3.34万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $51.09万 | 0.66% | 43,517 | -15,717 | -26.5% | -$18.45万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.04万 | 0.65% | 1,850 | 49 | 2.7% | $1.33万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $49.21万 | 0.64% | 27,524 | -501 | -1.8% | -$8,958 | 减仓 |
| VUG | VANGUARD INDEX FDS | $48.72万 | 0.63% | 5,656 | 58 | 1.0% | $4,996 | 加仓 |
| DDD | 3D SYS CORP DEL | $47.04万 | 0.61% | 155,763 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $45.63万 | 0.59% | 640 | -67 | -9.5% | -$4.78万 | 减仓 |
| GOOGL | ALPHABET INC | $40.62万 | 0.53% | 1,137 | -468 | -29.2% | -$16.72万 | 减仓 |
| CSX | CSX CORP | $40.61万 | 0.53% | 8,543 | -89 | -1.0% | -$4,230 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $40.03万 | 0.52% | 2,633 | 7 | 0.3% | $1,064 | 加仓 |
| CAT | CATERPILLAR INC | $39.98万 | 0.52% | 375 | -5 | -1.3% | -$5,331 | 减仓 |
| TSLA | TESLA INC | $39.87万 | 0.52% | 948 | -94 | -9.0% | -$3.95万 | 减仓 |
| CSCO | CISCO SYS INC | $39.28万 | 0.51% | 3,344 | -63 | -1.8% | -$7,400 | 减仓 |
| USHY | ISHARES TR | $38.68万 | 0.50% | 10,448 | 722 | 7.4% | $2.67万 | 加仓 |
| AVGO | BROADCOM INC | $36.71万 | 0.48% | 972 | -225 | -18.8% | -$8.50万 | 减仓 |
| META | META PLATFORMS INC | $35.63万 | 0.46% | 633 | -57 | -8.3% | -$3.21万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.67万 | 0.45% | 726 | -10 | -1.4% | -$4,776 | 减仓 |
| KO | COCA COLA CO | $33.31万 | 0.43% | 4,098 | 764 | 22.9% | $6.21万 | 加仓 |
| LLY | ELI LILLY & CO | $32.96万 | 0.43% | 275 | -24 | -8.0% | -$2.88万 | 减仓 |
| D | DOMINION ENERGY INC | $32.13万 | 0.42% | 4,704 | -286 | -5.7% | -$1.95万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.99万 | 0.42% | 644 | 127 | 24.6% | $6.31万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $31.66万 | 0.41% | 32,081 | -9,410 | -22.7% | -$9.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.02万 | 0.40% | 620 | 16 | 2.6% | $8,006 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.52万 | 0.40% | 2,231 | 466 | 26.4% | $6.37万 | 加仓 |
| PSX | PHILLIPS 66 | $30.33万 | 0.39% | 1,794 | -9 | -0.5% | -$1,521 | 减仓 |
| BAC | BANK OF AMER CORP | $29.92万 | 0.39% | 5,251 | 875 | 20.0% | $4.99万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.46万 | 0.38% | 2,016 | -455 | -18.4% | -$6.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.46万 | 0.37% | 1,717 | 69 | 4.2% | $1.14万 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.05万 | 0.35% | 1,038 | 137 | 15.2% | $3.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.24万 | 0.33% | 5,960 | -888 | -13.0% | -$3.76万 | 减仓 |
| USMV | ISHARES TR | $24.91万 | 0.32% | 2,582 | 137 | 5.6% | $1.32万 | 加仓 |
| NVR | NVR INC | $23.85万 | 0.31% | 35 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $23.84万 | 0.31% | 4,713 | 78 | 1.7% | $3,945 | 加仓 |
| NGG | NATIONAL GRID PLC | $23.68万 | 0.31% | 2,857 | 256 | 9.8% | $2.12万 | 加仓 |
| PTNQ | PACER FDS TR | $23.17万 | 0.30% | 2,613 | -68 | -2.5% | -$6,028 | 减仓 |
| SO | SOUTHERN CO | $22.78万 | 0.30% | 2,380 | -46 | -1.9% | -$4,402 | 减仓 |
| TFC | TRUIST FINL CORP | $22.67万 | 0.29% | 4,551 | 74 | 1.7% | $3,687 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $21.61万 | 0.28% | 4,579 | 0 | 0.0% | — | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.83万 | 0.27% | 273 | 273 | — | $20.83万 | 新建仓 |
| — | WISDOMTREE TR | $18.66万 | 0.24% | 4,567 | 4,567 | — | $18.66万 | 新建仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $16.00万 | 0.21% | 2,500 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $15.27万 | 0.20% | 2,621 | -68 | -2.5% | -$3,962 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $14.09万 | 0.18% | 15,278 | 584 | 4.0% | $5,384 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $11.41万 | 0.15% | 752 | 752 | — | $11.41万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $10.10万 | 0.13% | 637 | 2 | 0.3% | $317 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $9.38万 | 0.12% | 737 | 737 | — | $9.38万 | 新建仓 |
| IYW | ISHARES TR | $8.79万 | 0.11% | 349 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $8.39万 | 0.11% | 1,155 | 3 | 0.3% | $218 | 加仓 |
| IWM | ISHARES TR | $7.21万 | 0.09% | 240 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.59万 | 0.09% | 880 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $5.72万 | 0.07% | 503 | 503 | — | $5.72万 | 新建仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $5.53万 | 0.07% | 990 | 990 | — | $5.53万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $5.53万 | 0.07% | 1,031 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $4.98万 | 0.06% | 1,132 | -108 | -8.7% | -$4,754 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $3.86万 | 0.05% | 209 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $3.71万 | 0.05% | 316 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.34万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $3.26万 | 0.04% | 88 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3.20万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY ETF TR | $3.01万 | 0.04% | 1,009 | 1,009 | — | $3.01万 | 新建仓 |
| IWD | ISHARES TR | $2.67万 | 0.03% | 110 | -134 | -54.9% | -$3.25万 | 减仓 |
| IGV | ISHARES TR | $2.27万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |