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

Sendero Wealth Management, LLC

No.2782 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.04亿
环比变动 Q1 2026
+$1.00亿+11.1%
持仓股票数
209
新买入
17
加仓
93
减仓
76
清仓
13
持股不变
23
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
G通用动力VTI
21.42%20.66%$2.15亿58.1万股$1.87亿58.2万股-729股-0.13%减仓
TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL
9.26%9.18%$9,298.5万289.0万股$8,303.0万272.9万股+16.1万股+5.90%加仓
AAMERICAN BEACON SELECT FUNDSMGNR
6.88%8.33%$6,908.6万142.3万股$7,528.1万146.0万股-3.7万股-2.50%减仓
IiShares安硕信托ITOT
3.53%3.38%$3,541.4万21.6万股$3,057.8万21.5万股+897股+0.42%加仓
英伟达NVDA
3.35%3.3%$3,368.9万16.8万股$2,988.0万17.1万股-2,960股-1.73%减仓
TTOUCHSTONE ETF TRUSTTLG
2.88%2.81%$2,893.6万109.5万股$2,544.3万108.9万股+5,910股+0.54%加仓
谷歌AGOOGL
2.8%2.62%$2,815.5万7.9万股$2,369.7万8.2万股-3,623股-4.40%减仓
博通AVGO
1.68%1.57%$1,690.3万4.5万股$1,415.5万4.6万股-987股-2.16%减仓
亚马逊AMZN
1.56%1.94%$1,562.1万6.6万股$1,758.3万8.4万股-1.9万股-22.37%减仓
微软MSFT
1.33%2.28%$1,330.9万3.6万股$2,056.8万5.6万股-2.0万股-35.79%减仓
V先锋领航指数基金VOO
1.31%1.32%$1,315.3万1.9万股$1,192.3万2.0万股-802股-4.02%减仓
Arista网络ANET
1.28%0.96%$1,283.5万7.6万股$866.5万7.1万股+4,979股+7.06%加仓
KEURIG DR PEPPER COMKDP
1.23%0.96%$1,231.6万37.6万股$868.1万33.0万股+4.7万股+14.13%加仓
Meta平台META
1.03%1.03%$1,037.0万1.8万股$929.7万1.6万股+2,161股+13.30%加仓
FIRST CTZNS BANCSHARES DFCNCA
0.99%0.95%$994.6万4,780股$860.0万4,563股+217股+4.76%加仓
赛富时CRM
0.96%1.1%$960.9万6.1万股$995.1万5.3万股+8,027股+15.06%加仓
埃克森美孚XOM
0.95%1.24%$950.2万6.9万股$1,117.5万6.6万股+3,629股+5.51%加仓
IQVIAIQV
0.92%0.92%$920.6万4.8万股$831.5万4.9万股-1,113股-2.28%减仓
CENTENE DEL COMCNC
0.87%0.52%$869.9万13.6万股$473.6万14.5万股-9,141股-6.32%减仓
第一资本COF
0.86%0.8%$863.0万4.3万股$726.9万4.0万股+3,171股+7.96%加仓
AIRBNB COM CL AABNB
0.81%0.74%$810.6万5.7万股$668.2万5.3万股+3,735股+7.06%加仓
ICON PUB LTD COICLR
0.78%0.5%$788.3万4.5万股$448.0万4.0万股+4,902股+12.11%加仓
嘉信理财SCHW
0.78%0.7%$783.4万8.5万股$632.6万6.7万股+1.8万股+26.12%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.75%0.98%$751.3万6.1万股$882.9万5.6万股+4,888股+8.71%加仓
GE VernovaGEV
0.72%0.69%$719.6万6,125股$621.5万7,120股-995股-13.97%减仓
V先锋领航指数基金VUG
0.68%0.58%$682.0万7.9万股$525.1万1.2万股+6.7万股+558.64%加仓
苹果AAPL
0.68%0.57%$679.8万2.3万股$512.8万2.0万股+3,289股+16.28%加仓
康菲石油COP
0.64%1.02%$638.5万6.1万股$925.4万7.0万股-8,690股-12.40%减仓
S嘉信策略信托SCHD
0.63%0.67%$633.2万20.0万股$607.2万19.8万股+1,772股+0.90%加仓
Targa资源TRGP
0.6%0.65%$601.3万2.2万股$584.1万2.3万股-869股-3.73%减仓
PPAYCOM SOFTWAREPAYC
0.59%0.51%$593.4万4.7万股$460.9万3.8万股+9,295股+24.51%加仓
CCHARLES RIV LABS INTLCRL
0.59%0.5%$592.8万2.6万股$449.2万2.6万股+98股+0.38%加仓
V先锋领航指数基金VV
0.57%0.45%$575.3万1.7万股$407.1万1.4万股+3,104股+22.78%加仓
AAlphabet Inc Class CGOOG
0.57%0.53%$570.9万1.6万股$477.1万1.7万股-474股-2.85%减仓
CCUSTOM TRUCK ONE SOURCECTOS
0.54%0.28%$540.6万45.8万股$256.8万39.1万股+6.7万股+17.14%加仓
HOWMET AEROSPACE COMHWM
0.52%0.56%$526.2万2.0万股$505.5万2.2万股-2,361股-10.76%减仓
台积电TSM
0.52%0.25%$521.1万1.1万股$224.8万6,652股+4,259股+64.03%加仓
SSPDR行业精选信托XLK
0.5%0.39%$500.5万2.6万股$349.2万2.6万股00.00%持仓不变
WWILLIS TOWERS WATSONWTW
0.48%0.57%$486.5万1.9万股$511.2万1.8万股+1,028股+5.85%加仓
MMARSH & MCLENNAN COS COMMRSH
0.48%0.03%$481.8万2.9万股$24.0万1,384股+2.8万股+1,988.51%加仓
GE航空GE
0.46%0.39%$460.5万1.2万股$354.5万1.2万股-171股-1.37%减仓
REDDIT CL ARDDT
0.44%0.35%$445.4万2.6万股$313.8万2.3万股+2,353股+10.10%加仓
EEVERPURE CL AEVPR
0.41%0.22%$413.1万5.2万股$200.0万3.4万股+1.9万股+54.80%加仓
LLITHIA MTRSLAD
0.41%0.39%$408.7万1.4万股$355.1万1.4万股-152股-1.07%减仓
EquifaxEFX
0.4%0.47%$403.5万2.5万股$426.6万2.4万股+1,731股+7.31%加仓
CCBRE CL ACBRE
0.4%0.45%$397.2万2.9万股$405.3万3.0万股-431股-1.44%减仓
IiShares安硕·RUSSELLIWF
0.39%0.41%$396.6万3.2万股$371.1万8,703股+2.3万股+266.95%加仓
安费诺APH
0.39%$391.6万2.2万股$00股+2.2万股新买入
甲骨文ORCL
0.33%0.38%$333.6万2.3万股$345.8万2.4万股-744股-3.17%减仓
优步UBER
0.33%0.47%$333.1万4.6万股$428.5万6.0万股-1.3万股-22.51%减仓

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