13FBOX
PARTNERS WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

PARTNERS WEALTH MANAGEMENT, LLC

No.9123 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.02亿
环比变动 Q1 2026
+$496.7万+5.1%
持仓股票数
108
新买入
7
加仓
26
减仓
43
清仓
8
持股不变
32
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSTARBOARD INVT TRAGOX
7.52%5.82%$766.7万22.1万股$564.8万21.2万股+9,033股+4.26%加仓
苹果AAPL
6.97%6.96%$711.4万2.5万股$675.4万2.7万股-2,028股-7.62%减仓
SSTARBOARD INVT TRAMAX
6.47%6.34%$660.4万89.2万股$615.0万80.1万股+9.2万股+11.44%加仓
SSTARBOARD INVT TRRHRX
4.69%3.82%$478.2万21.7万股$370.3万19.5万股+2.2万股+11.30%加仓
J骏利Detroit策略信托VNLA
4.61%4.46%$469.8万9.6万股$433.1万8.9万股+7,505股+8.47%加仓
伯克希尔哈撒韦BRK.B
3.27%3.34%$333.1万6,658股$323.9万6,760股-102股-1.51%减仓
IiShares安硕·S&PIVE
2.82%2.59%$288.0万1.3万股$251.2万1.2万股+784股+6.59%加仓
礼来LLY
2.51%2.57%$256.0万2,135股$249.0万2,707股-572股-21.13%减仓
IiShares安硕信托IVW
2.34%1.93%$238.3万1.7万股$187.2万1.7万股+774股+4.68%加仓
英伟达NVDA
1.86%1.71%$189.6万9,478股$165.7万9,502股-24股-0.25%减仓
微软MSFT
1.81%1.91%$184.7万4,951股$185.0万4,997股-46股-0.92%减仓
亚马逊AMZN
1.78%1.66%$181.3万7,605股$160.7万7,715股-110股-1.43%减仓
V先锋领航全球基金VDE
1.62%1.96%$165.3万1.1万股$190.5万1.1万股+1股+0.01%加仓
BBONDBLOXX ETF TRUSTXTRE
1.56%1.62%$159.2万3.2万股$157.2万3.2万股+718股+2.26%加仓
AAT&TT
1.54%2.3%$157.3万7.6万股$223.0万7.7万股-954股-1.24%减仓
V先锋领航指数基金VOO
1.47%1.35%$150.4万2,189股$130.8万2,189股00.00%持仓不变
I景顺QQQ信托VOO
1.36%1.1%$138.7万1,883股$107.0万1,854股+29股+1.56%加仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
1.36%1.44%$138.4万3.2万股$139.4万3.2万股-100股-0.31%减仓
F第一信托交易所交易基金SDVY
1.11%1.08%$113.7万2.6万股$104.5万2.7万股-150股-0.57%减仓
IISHARES YIELD OPTIMIZED BOND ETFBYLD
1.11%1.23%$113.5万5.0万股$119.7万5.3万股-3,046股-5.73%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.07%1%$109.3万3.1万股$96.8万3.2万股-330股-1.04%减仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
1.06%1.02%$107.6万1.4万股$99.4万1.4万股-189股-1.34%减仓
摩根大通JPM
1.04%0.98%$106.3万3,248股$95.5万3,248股00.00%持仓不变
SSTATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFDWX
1.04%1.04%$106.2万2.3万股$101.1万2.2万股+945股+4.26%加仓
康宁GLW
1.01%0.57%$102.9万4,029股$55.2万4,058股-29股-0.71%减仓
AMD超威AMD
1%0.37%$102.4万1,763股$35.9万1,763股00.00%持仓不变
BBONDBLOXX CCC RATED USD HIGH YIELD CORPORATE BOND ETFXCCC
0.99%1%$101.2万2.8万股$97.1万2.7万股+990股+3.71%加仓
SSPDR行业精选信托XLF
0.98%0.89%$100.0万1.9万股$86.4万1.7万股+1,160股+6.63%加仓
SSPDR行业精选信托XLE
0.97%1.19%$99.3万1.9万股$115.9万1.9万股-227股-1.20%减仓
IiShares安硕信托IXJ
0.96%0.96%$97.7万9,931股$93.5万9,996股-65股-0.65%减仓
CSX铁路CSX
0.96%0.9%$97.5万2.1万股$87.4万2.1万股-773股-3.63%减仓
I景顺交易所交易基金IIDWAS
0.92%0.73%$93.6万7,349股$70.9万7,198股+151股+2.10%加仓
AAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETFKORP
0.86%0.91%$88.2万1.9万股$88.6万1.9万股-174股-0.92%减仓
宝洁PG
0.83%0.86%$84.7万5,774股$83.4万5,773股+1股+0.02%加仓
可口可乐KO
0.79%0.78%$80.5万9,910股$75.4万9,910股00.00%持仓不变
I景顺自营指数基金POWA
0.79%0.8%$80.3万9,043股$77.9万9,043股00.00%持仓不变
好事达ALL
0.77%$78.7万3,307股$00股+3,307股新买入
FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA
0.76%0.8%$77.2万1.5万股$77.3万1.5万股-82股-0.55%减仓
SSPDR行业精选信托XLY
0.73%0.7%$74.7万6,372股$68.0万6,237股+135股+2.16%加仓
卡特彼勒CAT
0.69%0.62%$70.8万665股$60.4万852股-187股-21.95%减仓
I景顺交易所交易基金信托XLG
0.64%0.6%$65.1万1.1万股$58.0万1.1万股00.00%持仓不变
IiShares安硕信托IJJ
0.64%0.6%$64.9万4,394股$58.2万4,394股00.00%持仓不变
SStrategyMSTR
0.64%0.91%$64.8万7,460股$88.3万7,078股+382股+5.40%加仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.63%0.61%$64.6万8,892股$59.2万8,457股+435股+5.14%加仓
沃尔玛WMT
0.62%0.71%$62.8万5,545股$68.9万5,543股+2股+0.04%加仓
ALTRIAMO
0.61%0.59%$62.4万8,676股$57.5万8,709股-33股-0.38%减仓
BP SPONSORED ADRBP
0.61%0.82%$62.4万1.7万股$79.4万1.7万股-25股-0.15%减仓
V先锋领航·WELLINGTON FDVFMO
0.6%0.5%$60.8万2,435股$48.1万2,438股-3股-0.12%减仓
摩根士丹利MS
0.58%0.5%$59.1万2,826股$48.2万2,929股-103股-3.52%减仓
PPROSHARES INVT GD INT RAT HED ETFIGHG
0.54%0.56%$55.1万7,040股$54.7万7,040股00.00%持仓不变

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