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Semus Wealth Partners LLC · 13F 持仓分析
期权收益计算器 机构排行

Semus Wealth Partners LLC

No.7035 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.07亿
环比变动 Q1 2026
+$2,791.8万+15.6%
持仓股票数
111
新买入
10
加仓
56
减仓
41
清仓
9
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
苹果AAPL
18.92%19.41%$3,913.7万13.5万股$3,473.8万13.7万股-1,623股-1.19%减仓
谷歌AGOOGL
4.12%3.8%$852.6万2.4万股$681.0万2.4万股+175股+0.74%加仓
英伟达NVDA
4.08%4.18%$844.9万4.2万股$747.5万4.3万股-639股-1.49%减仓
IiShares安硕信托IVV
4.01%3.15%$830.3万1.1万股$564.6万8,644股+2,443股+28.26%加仓
AAlphabet Inc Class CGOOG
3.2%2.98%$661.3万1.9万股$532.7万1.9万股+147股+0.79%加仓
微软MSFT
3%3.5%$621.7万1.7万股$626.5万1.7万股-258股-1.52%减仓
礼来LLY
2.99%2.39%$618.3万5,155股$428.1万4,655股+500股+10.74%加仓
特斯拉TSLA
2.81%2.88%$580.4万1.4万股$515.7万1.4万股-72股-0.52%减仓
G高盛ETF信托GINC
2.75%2.45%$569.4万9.6万股$438.8万8.9万股+7,328股+8.26%加仓
J摩根大通交易所交易基金JEPQ
2.47%2.5%$511.6万8.3万股$446.7万8.0万股+2,787股+3.46%加仓
G高盛ETF信托GINC
2.43%2.35%$502.5万9.0万股$421.3万8.4万股+6,244股+7.42%加仓
SSPDR标普500 ETFSPY
2.37%2.41%$491.3万6,580股$432.2万6,645股-65股-0.98%减仓
亚马逊AMZN
2.36%2.49%$488.8万2.1万股$446.3万2.1万股-917股-4.28%减仓
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
2.25%$465.6万8.3万股$00股+8.3万股新买入
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
2.17%2.1%$449.9万15.3万股$376.4万14.7万股+5,705股+3.87%加仓
J摩根大通交易所交易基金JEPI
2.07%2.34%$428.2万7.6万股$419.0万7.4万股+1,877股+2.54%加仓
I景顺QQQ信托VOO
1.6%1.34%$331.9万4,507股$240.1万4,160股+347股+8.34%加仓
IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI
1.51%1.48%$312.6万9.2万股$265.6万8.6万股+6,201股+7.19%加仓
Meta平台META
1.37%1.45%$282.7万5,018股$258.8万4,524股+494股+10.92%加仓
B贝莱德ETF信托DYNF
1.21%1.13%$250.5万3.7万股$202.5万3.5万股+2,016股+5.79%加仓
博通AVGO
1.18%1.1%$244.1万6,461股$197.1万6,370股+91股+1.43%加仓
J摩根大通交易所交易基金JGRO
1.09%1.1%$225.8万2.3万股$196.8万2.3万股-381股-1.64%减仓
强生JNJ
1.05%1.17%$217.5万8,563股$210.1万8,595股-32股-0.37%减仓
高盛GS
0.98%0.99%$203.0万2,007股$176.3万2,084股-77股-3.69%减仓
MERCADOLIBRE COMMELI
0.91%1.01%$187.4万1,104股$181.4万1,049股+55股+5.24%加仓
IiShares安硕信托IVW
0.85%0.76%$175.3万1.3万股$136.7万1.2万股+656股+5.43%加仓
NETFLIXNFLX
0.83%1.19%$170.7万2.4万股$212.8万2.2万股+1,773股+8.01%加仓
万事达MA
0.82%0.93%$169.4万3,299股$166.9万3,340股-41股-1.23%减仓
S嘉信策略信托SCHD
0.78%0.88%$162.2万5.1万股$157.4万5.1万股-156股-0.30%减仓
FIRST INDL RLTY TRFR
0.73%0.77%$150.4万2.5万股$137.7万2.5万股00.00%持仓不变
甲骨文ORCL
0.71%0.67%$146.7万1.0万股$120.5万8,189股+1,819股+22.21%加仓
AAMPLIFY ETF TRDIVO
0.71%0.8%$146.6万3.2万股$143.2万3.2万股+154股+0.48%加仓
IiShares安硕·S&PIVE
0.71%0.87%$145.9万6,425股$156.0万7,388股-963股-13.03%减仓
美光科技MU
0.68%0.21%$141.2万1,223股$36.8万1,088股+135股+12.41%加仓
UNITED RENTALSURI
0.63%0.67%$130.1万1,148股$119.9万1,646股-498股-30.26%减仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.62%0.68%$129.1万1.9万股$122.0万1.9万股+27股+0.14%加仓
GGRANITESHARES GOLD TRUSTBAR
0.62%0.84%$127.4万3.2万股$150.4万3.3万股-380股-1.17%减仓
摩根大通JPM
0.58%0.61%$120.8万3,689股$109.5万3,724股-35股-0.94%减仓
沃尔玛WMT
0.57%0.72%$118.2万1.0万股$129.5万1.0万股+14股+0.13%加仓
PALO ALTOPANW
0.56%0.28%$115.2万3,379股$50.4万3,142股+237股+7.54%加仓
VisaV
0.55%0.57%$112.9万3,289股$101.8万3,369股-80股-2.37%减仓
阿斯麦ASML
0.52%0.25%$108.2万544股$44.9万340股+204股+60.00%加仓
联合健康UNH
0.52%0.48%$106.9万2,571股$85.0万3,142股-571股-18.17%减仓
IiShares安硕IEMG
0.5%0.69%$104.0万1.3万股$122.8万1.8万股-5,050股-28.69%减仓
伯克希尔哈撒韦BRK.B
0.47%0.52%$97.0万1,939股$92.9万1,939股00.00%持仓不变
V先锋领航指数基金VUG
0.47%0.44%$96.5万1.1万股$79.5万1,820股+9,383股+515.55%加仓
IiShares安硕信托IUSB
0.44%0.33%$91.4万2.0万股$59.4万1.3万股+6,950股+54.03%加仓
B贝莱德ETF信托BAI
0.41%0.34%$84.7万1.6万股$61.3万1.9万股-2,552股-13.71%减仓
IiShares安硕信托EFG
0.41%0.37%$84.5万6,793股$66.7万5,987股+806股+13.46%加仓
默沙东MRK
0.4%0.44%$83.0万6,461股$78.3万6,506股-45股-0.69%减仓

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