13FBOX
Ducere Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Ducere Wealth Management LLC

No.5424 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.33亿
环比变动 Q1 2026
+$7,398.0万+28.6%
持仓股票数
135
新买入
34
加仓
58
减仓
39
清仓
29
持股不变
4
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
IiShares安硕信托IVV
8.23%7.92%$2,735.5万3.7万股$2,049.0万3.0万股+6,612股+22.10%加仓
AAlphabet Inc Class CGOOG
6.07%6.87%$2,018.1万5.7万股$1,776.0万5.7万股+521股+0.92%加仓
B贝莱德·ETF TRUST IIBINC
5.45%4.43%$1,814.1万34.7万股$1,145.6万21.7万股+12.9万股+59.65%加仓
TTCW ETF TRUSTXB
4.63%3.02%$1,540.7万39.3万股$782.1万19.8万股+19.5万股+98.95%加仓
Bloom EnergyBE
4.23%1.65%$1,407.5万4.6万股$426.9万4.9万股-2,632股-5.36%减仓
微软MSFT
3.27%4.39%$1,087.7万2.9万股$1,134.3万2.3万股+5,704股+24.32%加仓
英伟达NVDA
3.04%2.43%$1,011.7万5.1万股$627.1万3.4万股+1.7万股+50.37%加仓
亚马逊AMZN
2.86%3.16%$949.7万4.0万股$816.2万3.5万股+4,488股+12.69%加仓
苹果AAPL
2.52%1.99%$838.2万2.9万股$515.4万1.9万股+1.0万股+52.80%加仓
伯克希尔哈撒韦BRK.B
2.45%2.64%$813.7万1.6万股$683.0万1.4万股+2,671股+19.66%加仓
A美国世纪ETF信托AVLV
2.36%$783.7万8.6万股$00股+8.6万股新买入
SSPDR标普500 ETFSPY
2.19%1.9%$726.7万9,731股$491.7万7,210股+2,521股+34.97%加仓
安费诺APH
2.12%2.04%$705.7万4.0万股$526.3万3.9万股+1,079股+2.77%加仓
FIFTH THIRD BANCORP COMFITB
2.11%2.51%$702.9万12.6万股$649.7万14.2万股-1.6万股-10.99%减仓
TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC
2.09%2.08%$695.2万7.6万股$539.0万7.1万股+4,909股+6.89%加仓
B贝莱德ETF信托DYNF
1.81%0.95%$602.4万8.9万股$246.7万4.1万股+4.8万股+118.32%加仓
IiShares安硕信托EFV
1.77%$588.9万7.6万股$00股+7.6万股新买入
G高盛ETF信托GCAL
1.7%2.63%$566.8万11.1万股$681.3万13.4万股-2.3万股-17.29%减仓
应用材料AMAT
1.55%0.74%$514.7万7,119股$191.4万7,447股-328股-4.40%减仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.49%0.27%$494.2万16.9万股$71.0万2.4万股+14.5万股+598.76%加仓
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
1.39%1.54%$461.4万9.2万股$398.1万8.0万股+1.2万股+15.38%加仓
IiShares安硕信托CMF
1.37%2.17%$456.2万7.9万股$560.1万9.7万股-1.8万股-18.81%减仓
IiShares安硕·RUSSELLIWF
1.19%2.31%$394.7万3.2万股$598.6万1.3万股+1.9万股+151.29%加仓
I景顺·NASDAQ 100 ETFQQQM
1.08%$359.7万1.2万股$00股+1.2万股新买入
优步UBER
1.07%1.37%$356.2万4.9万股$353.4万4.3万股+6,114股+14.14%加仓
V先锋领航指数基金VOO
1.07%2.64%$355.5万5,176股$682.6万1.1万股-5,708股-52.44%减仓
Q高通QCOM
1.02%1.43%$339.1万1.8万股$369.8万2.2万股-3,270股-15.12%减仓
J摩根大通交易所交易基金JEPI
0.99%1.55%$330.2万5.8万股$401.5万7.0万股-1.2万股-16.64%减仓
博通AVGO
0.96%0.44%$319.5万8,458股$113.6万3,281股+5,177股+157.79%加仓
摩根大通JPM
0.94%1.26%$312.4万9,545股$325.5万1.0万股-555股-5.50%减仓
阿斯麦ASML
0.81%0.45%$270.4万1,359股$115.2万1,077股+282股+26.18%加仓
AMD超威AMD
0.8%0.08%$265.4万4,568股$22.0万1,025股+3,543股+345.66%加仓
SSPDR道富系列信托BIL
0.77%$254.9万2.8万股$00股+2.8万股新买入
爱德华生命科学EW
0.76%0.91%$251.7万2.8万股$236.3万2.8万股+109股+0.39%加仓
S新美亚SANM
0.76%$251.6万9,940股$00股+9,940股新买入
IiShares安硕信托IEFA
0.75%2.13%$250.6万2.6万股$551.5万6.2万股-3.6万股-57.92%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.72%1.18%$238.2万1.6万股$304.6万2.2万股-5,976股-26.86%减仓
谷歌AGOOGL
0.67%0.62%$223.8万6,264股$159.1万5,083股+1,181股+23.23%加仓
VVanEck ETF信托GPZ
0.64%$211.4万9.9万股$00股+9.9万股新买入
帕兰提尔PLTR
0.63%0.71%$210.3万1.8万股$182.6万1.0万股+7,750股+75.43%加仓
MONOLITHIC PWR SYSMPWR
0.63%0.47%$209.9万1,519股$121.9万1,345股+174股+12.94%加仓
好市多COST
0.62%0.5%$205.8万2,200股$129.5万1,502股+698股+46.47%加仓
IESIESC
0.54%$181.2万2,466股$00股+2,466股新买入
PPIMCO太平洋投资管理ETFHYS
0.53%$177.3万1.9万股$00股+1.9万股新买入
GE VernovaGEV
0.53%0.1%$175.6万1,494股$24.8万380股+1,114股+293.16%加仓
嘉信理财SCHW
0.52%0.24%$173.6万1.9万股$61.8万6,190股+1.3万股+203.93%加仓
CrowdStrikeCRWD
0.51%$171.2万2,243股$00股+2,243股新买入
DDELL TECHNOLOGIES INC CLASS CDELL
0.5%$167.1万3,874股$00股+3,874股新买入
AAPPLOVINAPP
0.5%0.46%$165.0万3,203股$119.5万1,774股+1,429股+80.55%加仓
Arista网络ANET
0.47%0.33%$157.6万9,280股$84.9万6,481股+2,799股+43.19%加仓

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