WILLIAM JOHN SEMPOLINSKI
EASTON MA · SEC CIK 0002149024
$1.99亿2026Q1 申报市值
93持仓数
58.5%前十大占比 · 第一大 22.3%
10 / 5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
AVEM 新建仓+$177.14万
TOTL 新建仓+$150.95万
TBUX 加仓+$131.59万
IVLU 加仓+$125.49万
AAPL 加仓+$103.77万
2026Q1 卖出最多 按季末市值估算
IGV 清仓-$411.56万
SKYY 清仓-$299.00万
BX 清仓-$201.54万
IBM 减仓-$43.63万
CFG 减仓-$29.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $0 | 0.00% | 0 | -38,940 | -100.0% | -$411.56万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -22,986 | -100.0% | -$299.00万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -13,075 | -100.0% | -$201.54万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,656 | -100.0% | -$22.50万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -12,580 | -100.0% | -$5.15万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $5.17万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $6.75万 | 0.03% | 24,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.60万 | 0.10% | 1,400 | 1,400 | — | $20.60万 | 新建仓 |
| MTUM | ISHARES TR | $21.10万 | 0.11% | 879 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $21.38万 | 0.11% | 1,266 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $22.08万 | 0.11% | 2,850 | -300 | -9.5% | -$2.32万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $22.72万 | 0.11% | 662 | 62 | 10.3% | $2.13万 | 加仓 |
| DAL | DELTA AIR LINES INC | $23.27万 | 0.12% | 3,500 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $24.01万 | 0.12% | 2,488 | 0 | 0.0% | — | 不变 |
| EVSB | MORGAN STANLEY ETF TRUST | $25.38万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $25.60万 | 0.13% | 1,509 | 1,509 | — | $25.60万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $25.68万 | 0.13% | 760 | 760 | — | $25.68万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.44万 | 0.13% | 675 | 675 | — | $26.44万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $26.45万 | 0.13% | 2,020 | 240 | 13.5% | $3.14万 | 加仓 |
| RIO | RIO TINTO PLC | $27.06万 | 0.14% | 2,901 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $27.26万 | 0.14% | 1,802 | 1,802 | — | $27.26万 | 新建仓 |
| C | CITIGROUP INC | $28.35万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.60万 | 0.15% | 900 | 7 | 0.8% | $2,302 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.03万 | 0.15% | 503 | 138 | 37.8% | $8.24万 | 加仓 |
| MPLX | MPLX LP | $31.61万 | 0.16% | 5,539 | 700 | 14.5% | $3.99万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.70万 | 0.16% | 1,704 | 50 | 3.0% | $9,596 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.83万 | 0.16% | 1,116 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $34.85万 | 0.18% | 3,850 | 1,550 | 67.4% | $14.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.88万 | 0.18% | 350 | 50 | 16.7% | $4.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $34.98万 | 0.18% | 1,431 | 100 | 7.5% | $2.44万 | 加仓 |
| LLY | ELI LILLY & CO | $35.69万 | 0.18% | 388 | -50 | -11.4% | -$4.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $36.44万 | 0.18% | 603 | 603 | — | $36.44万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $38.91万 | 0.20% | 3,750 | 400 | 11.9% | $4.15万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $39.08万 | 0.20% | 4,000 | -200 | -4.8% | -$1.95万 | 减仓 |
| AMAT | APPLIED MATLS INC | $39.92万 | 0.20% | 1,168 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $41.78万 | 0.21% | 16,500 | 2,800 | 20.4% | $7.09万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $43.37万 | 0.22% | 86,232 | -7,900 | -8.4% | -$3.97万 | 减仓 |
| ENB | ENBRIDGE INC | $43.86万 | 0.22% | 8,102 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.80万 | 0.24% | 6,030 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $52.46万 | 0.26% | 6,691 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $55.77万 | 0.28% | 5,618 | -90 | -1.6% | -$8,934 | 减仓 |
| GE | GE AEROSPACE | $58.34万 | 0.29% | 2,056 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $60.57万 | 0.30% | 35,177 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $61.32万 | 0.31% | 4,510 | 4,510 | — | $61.32万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $63.17万 | 0.32% | 1,969 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $66.00万 | 0.33% | 13,744 | 2,600 | 23.3% | $12.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.46万 | 0.37% | 5,090 | -1,600 | -23.9% | -$23.40万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $75.07万 | 0.38% | 12,518 | -5,000 | -28.5% | -$29.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $75.66万 | 0.38% | 3,518 | 400 | 12.8% | $8.60万 | 加仓 |
| BAC | BANK OF AMER CORP | $78.13万 | 0.39% | 16,026 | 2,809 | 21.3% | $13.69万 | 加仓 |
| CCL | CARNIVAL CORP | $85.12万 | 0.43% | 32,890 | -4,100 | -11.1% | -$10.61万 | 减仓 |
| IGM | ISHARES TR | $85.39万 | 0.43% | 7,205 | 7,205 | — | $85.39万 | 新建仓 |
| AVGO | BROADCOM INC | $92.39万 | 0.46% | 2,985 | 1,475 | 97.7% | $45.65万 | 加仓 |
| ASML | ASML HLDG NV | $93.78万 | 0.47% | 710 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $95.89万 | 0.48% | 36,600 | 4,900 | 15.5% | $12.84万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $97.62万 | 0.49% | 29,115 | -1,716 | -5.6% | -$5.75万 | 减仓 |
| V | VISA INC | $108.81万 | 0.55% | 3,600 | 900 | 33.3% | $27.20万 | 加仓 |
| NGG | NATIONAL GRID PLC | $111.76万 | 0.56% | 13,210 | 1,140 | 9.4% | $9.64万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $113.55万 | 0.57% | 3,360 | 2,190 | 187.2% | $74.01万 | 加仓 |
| PFF | ISHARES TR | $117.71万 | 0.59% | 38,824 | -4,806 | -11.0% | -$14.57万 | 减仓 |
| WMT | WALMART INC | $119.20万 | 0.60% | 9,591 | 555 | 6.1% | $6.90万 | 加仓 |
| IWM | ISHARES TR | $119.49万 | 0.60% | 4,818 | 25 | 0.5% | $6,200 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $119.50万 | 0.60% | 15,889 | -1,300 | -7.6% | -$9.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.80万 | 0.60% | 2,500 | 1,670 | 201.2% | $80.03万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $123.20万 | 0.62% | 193,100 | 6,550 | 3.5% | $4.18万 | 加仓 |
| CAT | CATERPILLAR INC | $129.65万 | 0.65% | 1,830 | 200 | 12.3% | $14.17万 | 加仓 |
| GOOG | ALPHABET INC | $131.50万 | 0.66% | 4,584 | 1,500 | 48.6% | $43.03万 | 加仓 |
| IJR | ISHARES TR | $139.64万 | 0.70% | 11,233 | 170 | 1.5% | $2.11万 | 加仓 |
| RTX | RTX CORPORATION | $141.82万 | 0.71% | 7,352 | -81 | -1.1% | -$1.56万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $150.95万 | 0.76% | 37,995 | 37,995 | — | $150.95万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $152.20万 | 0.76% | 44,230 | 14,800 | 50.3% | $50.93万 | 加仓 |
| RKLB | ROCKET LAB CORP | $170.50万 | 0.86% | 26,550 | -3,550 | -11.8% | -$22.80万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $177.14万 | 0.89% | 21,983 | 21,983 | — | $177.14万 | 新建仓 |
| O | REALTY INCOME CORP | $188.13万 | 0.94% | 30,750 | 700 | 2.3% | $4.28万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $188.87万 | 0.95% | 53,067 | 150 | 0.3% | $5,339 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.79万 | 0.95% | 7,830 | -1,800 | -18.7% | -$43.63万 | 减仓 |
| EFA | ISHARES TR | $206.06万 | 1.03% | 21,215 | 20 | 0.1% | $1,943 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $224.13万 | 1.13% | 21,200 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $227.03万 | 1.14% | 25,072 | 3,947 | 18.7% | $35.74万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $229.71万 | 1.15% | 7,166 | 90 | 1.3% | $2.88万 | 加仓 |
| SOXX | ISHARES TR | $233.55万 | 1.17% | 7,106 | 2,120 | 42.5% | $69.68万 | 加仓 |
| IVLU | ISHARES TR | $237.79万 | 1.19% | 59,927 | 31,625 | 111.7% | $125.49万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $251.42万 | 1.26% | 24,379 | 610 | 2.6% | $6.29万 | 加仓 |
| TLT | ISHARES TR | $255.39万 | 1.28% | 29,460 | -1,520 | -4.9% | -$13.18万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $272.20万 | 1.37% | 16,640 | 5,760 | 52.9% | $94.22万 | 加仓 |
| NOBL | PROSHARES TR | $320.60万 | 1.61% | 30,242 | 50 | 0.2% | $5,300 | 加仓 |
| META | META PLATFORMS INC | $332.69万 | 1.67% | 5,815 | -85 | -1.4% | -$4.86万 | 减仓 |
| QUAL | ISHARES TR | $373.42万 | 1.88% | 19,468 | 996 | 5.4% | $19.10万 | 加仓 |
| MOAT | VANECK ETF TRUST | $410.63万 | 2.06% | 42,464 | 1,370 | 3.3% | $13.25万 | 加仓 |
| ITA | ISHARES TR | $460.64万 | 2.31% | 21,058 | 1,543 | 7.9% | $33.75万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $517.16万 | 2.60% | 121,570 | 23,895 | 24.5% | $101.65万 | 加仓 |
| AMZN | AMAZON COM INC | $544.61万 | 2.73% | 26,149 | -40 | -0.2% | -$8,331 | 减仓 |
| GOOGL | ALPHABET INC | $615.72万 | 3.09% | 21,412 | 1,004 | 4.9% | $28.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $628.92万 | 3.16% | 16,990 | -671 | -3.8% | -$24.84万 | 减仓 |
| SGOV | ISHARES TR | $820.53万 | 4.12% | 81,515 | -1,670 | -2.0% | -$16.81万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $1,272.99万 | 6.39% | 255,877 | 26,450 | 11.5% | $131.59万 | 加仓 |
| AAPL | APPLE INC | $1,948.70万 | 9.79% | 76,784 | 4,089 | 5.6% | $103.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,439.18万 | 22.29% | 254,540 | 840 | 0.3% | $14.65万 | 加仓 |