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

Cordatus Wealth Management LLC

No.4514 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.55亿
环比变动 Q1 2026
+$3,511.1万+8.4%
持仓股票数
168
新买入
18
加仓
71
减仓
57
清仓
14
持股不变
22
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IWD
7.69%8.03%$3,502.8万14.4万股$3,373.6万15.8万股-1.3万股-8.49%减仓
苹果AAPL
5.9%5.62%$2,687.6万9.3万股$2,361.4万9.3万股-166股-0.18%减仓
博通AVGO
4.91%4.41%$2,236.3万5.9万股$1,852.7万6.0万股-657股-1.10%减仓
微软MSFT
3.95%4.22%$1,798.5万4.8万股$1,773.3万4.8万股+308股+0.64%加仓
英伟达NVDA
3.64%3.47%$1,659.0万8.3万股$1,457.3万8.4万股-649股-0.78%减仓
AAlphabet Inc Class CGOOG
3.06%2.69%$1,392.2万3.9万股$1,130.2万3.9万股+2股+0.01%加仓
摩根大通JPM
2.6%2.55%$1,183.7万3.6万股$1,070.5万3.6万股-228股-0.63%减仓
SSPDR标普500 ETFSPY
2.45%1.17%$1,117.8万1.5万股$491.0万7,550股+7,419股+98.26%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
2.34%0.05%$1,064.6万6.0万股$21.5万1,486股+5.8万股+3,911.37%加仓
沃尔玛WMT
1.98%2.37%$899.6万7.9万股$996.1万8.0万股-714股-0.89%减仓
V先锋领航斯科茨代尔基金BSV
1.81%1.97%$823.2万10.4万股$825.9万10.4万股-22股-0.02%减仓
强生JNJ
1.79%1.87%$813.2万3.2万股$785.9万3.2万股-130股-0.40%减仓
V先锋领航指数基金VOO
1.71%1.57%$777.3万1.1万股$660.8万1.1万股-893股-7.80%减仓
亚马逊AMZN
1.66%1.57%$755.7万3.2万股$661.0万3.2万股-30股-0.09%减仓
S道富MDYG
1.39%$632.7万5.6万股$00股+5.6万股新买入
IiShares安硕·RUSSELLIWF
1.38%1.27%$626.6万5.0万股$533.4万1.3万股+3.8万股+303.39%加仓
GE航空GE
1.37%1.13%$624.9万1.7万股$476.5万1.7万股-71股-0.42%减仓
卡特彼勒CAT
1.34%0.97%$609.1万5,720股$409.5万5,780股-60股-1.04%减仓
帕兰提尔PLTR
1.29%1.72%$589.2万5.1万股$724.3万5.0万股+989股+2.00%加仓
好市多COST
1.24%1.43%$565.2万6,042股$599.3万6,014股+28股+0.47%加仓
C花旗集团C
1.21%1.07%$552.1万3.9万股$451.7万4.0万股-379股-0.95%减仓
ANALOG DEVICES COMADI
1.19%1.05%$543.4万1.4万股$440.0万1.4万股-151股-1.09%减仓
Meta平台META
1.15%1.26%$524.7万9,316股$530.8万9,278股+38股+0.41%加仓
礼来LLY
1.13%0.94%$516.6万4,307股$396.2万4,308股-1股-0.02%减仓
BBANK OF AMERBAC
1.05%0.97%$478.1万8.4万股$407.5万8.4万股+305股+0.36%加仓
V先锋领航斯科茨代尔基金VGSH
1.04%1.02%$472.1万8.1万股$427.6万7.3万股+8,068股+11.05%加仓
IiShares安硕信托USMV
1.02%1.06%$464.1万4.8万股$446.1万4.8万股+8股+0.02%加仓
林德LIN
0.99%1.03%$452.6万8,723股$434.5万8,764股-41股-0.47%减仓
麦当劳MCD
0.97%1.2%$440.5万1.6万股$505.7万1.6万股+25股+0.15%加仓
VisaV
0.93%0.88%$424.6万1.2万股$368.8万1.2万股+172股+1.41%加仓
思科CSCO
0.93%0.67%$423.4万3.6万股$281.8万3.6万股-269股-0.74%减仓
艾伯维ABBV
0.91%0.85%$412.8万1.6万股$356.2万1.6万股+25股+0.15%加仓
宝洁PG
0.9%0.95%$410.6万2.8万股$400.5万2.8万股+275股+0.99%加仓
默沙东MRK
0.84%0.86%$384.3万3.0万股$361.7万3.0万股-166股-0.55%减仓
特斯拉TSLA
0.76%0.72%$346.4万8,235股$302.3万8,133股+102股+1.25%加仓
伯克希尔哈撒韦BRK.B
0.74%0.75%$335.4万6,703股$316.3万6,600股+103股+1.56%加仓
SSPDR行业精选信托XLU
0.73%0.8%$333.3万7.4万股$335.5万7.3万股+400股+0.55%加仓
雷神技术RTX
0.73%0.8%$330.6万1.7万股$337.6万1.8万股-74股-0.42%减仓
ILLINOIS TOOLITW
0.72%0.75%$327.8万1.2万股$317.0万1.2万股-59股-0.48%减仓
LOWES COS COMLOW
0.72%0.84%$327.0万1.5万股$352.4万1.5万股-84股-0.56%减仓
雪佛龙CVX
0.72%0.98%$325.9万2.0万股$410.5万2.0万股-175股-0.88%减仓
万事达MA
0.71%0.74%$324.1万6,310股$309.0万6,185股+125股+2.02%加仓
宣伟SHW
0.7%0.71%$318.1万9,240股$296.4万9,246股-6股-0.06%减仓
N新纪元能源NEE
0.69%0.8%$316.2万3.6万股$337.4万3.6万股-301股-0.83%减仓
PPNC FINL SVCS COMVXF
0.68%0.12%$310.8万1.3万股$49.9万2,400股+1.0万股+426.04%加仓
S道富SPYV
0.68%0.7%$308.9万5.1万股$295.0万5.2万股-1,321股-2.53%减仓
家得宝HD
0.66%0.66%$302.2万8,569股$277.9万8,451股+118股+1.40%加仓
AMGEN COMAMGN
0.66%0.69%$298.6万8,245股$291.9万8,297股-52股-0.63%减仓
百事可乐PEP
0.57%0.68%$257.7万1.9万股$286.6万1.8万股+573股+3.10%加仓
SSPDR行业精选信托XLRE
0.56%0.56%$257.1万5.8万股$237.1万5.8万股+312股+0.54%加仓

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