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

Partnership Wealth Management, LLC

No.8196 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.48亿
环比变动 Q1 2026
+$1,681.1万+12.8%
持仓股票数
67
新买入
2
加仓
14
减仓
9
清仓
1
持股不变
42
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
礼来LLY
17.16%14.84%$2,538.2万2.1万股$1,946.4万2.1万股00.00%持仓不变
I景顺交易所交易基金信托RSP
17.09%16.89%$2,528.6万11.9万股$2,214.5万11.5万股+3,454股+2.99%加仓
IiShares安硕·COREIJH
8.54%8.34%$1,263.3万16.4万股$1,093.5万16.2万股+1,903股+1.18%加仓
SSPDR道富指数基金SPDW
7.43%7.34%$1,099.0万21.8万股$962.5万21.1万股+7,258股+3.44%加仓
IiShares安硕·COREIJR
7.1%6.67%$1,051.1万7.1万股$874.4万7.0万股+531股+0.75%加仓
S道富SPYV
2.16%2.4%$320.0万5.3万股$314.3万5.6万股-2,913股-5.24%减仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
2.15%2.22%$318.5万3.9万股$291.4万3.7万股+1,548股+4.16%加仓
IiShares安硕·RUSSELLIWF
2.15%2.17%$318.5万2.6万股$284.6万6,675股+1.9万股+284.22%加仓
SSPDR道富指数基金SPEM
2.06%2.04%$304.7万5.9万股$267.4万5.7万股+1,845股+3.24%加仓
特灵科技TT
1.74%1.67%$257.9万5,250股$218.8万5,250股00.00%持仓不变
强生JNJ
1.72%1.9%$254.0万1.0万股$248.7万1.0万股-174股-1.71%减仓
NORFOLK SOUTHN COMNSC
1.71%1.76%$252.8万8,035股$230.6万8,035股00.00%持仓不变
微软MSFT
1.53%1.71%$225.9万6,055股$224.1万6,055股00.00%持仓不变
MOLINA HEALTHCAREMOH
1.43%0.94%$212.2万9,278股$123.9万9,292股-14股-0.15%减仓
戴蒙德能源FANG
1.26%1.6%$185.9万1.1万股$209.2万1.1万股00.00%持仓不变
百时美施贵宝BMY
1.22%1.41%$180.7万3.1万股$185.5万3.1万股+770股+2.52%加仓
康宁GLW
1.12%0.67%$166.0万6,500股$88.4万6,500股00.00%持仓不变
百事可乐PEP
1.1%1.42%$162.1万1.2万股$185.9万1.2万股+1股+0.01%加仓
高露洁CL
1.07%1.12%$158.2万1.7万股$147.1万1.7万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.02%1.05%$150.4万3,006股$138.2万2,883股+123股+4.27%加仓
雅培ABT
0.92%1.17%$135.4万1.5万股$153.3万1.5万股00.00%持仓不变
苹果AAPL
0.91%0.95%$134.1万4,633股$124.8万4,919股-286股-5.81%减仓
迪士尼DIS
0.9%0.99%$133.1万1.4万股$129.4万1.3万股+401股+2.99%加仓
美敦力MDT
0.86%1.02%$126.7万1.6万股$134.1万1.5万股+717股+4.63%加仓
PPG工业PPG
0.82%0.82%$121.3万1.0万股$106.9万1.0万股00.00%持仓不变
艾默生电气EMR
0.79%0.82%$117.3万8,193股$107.3万8,193股00.00%持仓不变
思科CSCO
0.77%0.57%$113.9万9,700股$75.3万9,700股00.00%持仓不变
英特尔INTC
0.76%0.27%$111.7万8,000股$35.3万8,000股00.00%持仓不变
星座能源CEG
0.75%0.96%$111.5万4,489股$125.4万4,489股00.00%持仓不变
CencoraCOR
0.69%0.86%$101.9万3,600股$113.1万3,600股00.00%持仓不变
雪佛龙CVX
0.65%0.92%$96.1万5,800股$120.0万5,800股00.00%持仓不变
宝洁PG
0.6%0.68%$89.1万6,078股$89.1万6,171股-93股-1.51%减仓
麦当劳MCD
0.58%0.75%$85.3万3,155股$98.1万3,155股00.00%持仓不变
辉瑞PFE
0.48%0.63%$71.3万3.0万股$83.2万3.0万股00.00%持仓不变
N新纪元能源NEE
0.47%0.57%$70.2万8,000股$74.9万8,063股-63股-0.78%减仓
联邦快递FDX
0.44%0.57%$65.8万2,100股$74.8万2,100股00.00%持仓不变
E爱克斯龙EXC
0.42%0.5%$62.8万1.3万股$66.0万1.3万股00.00%持仓不变
艾伯维ABBV
0.4%0.39%$59.1万2,349股$51.1万2,349股00.00%持仓不变
空气化工APD
0.4%0.44%$58.6万2,000股$58.1万2,000股00.00%持仓不变
WWEC ENERGY COMIDU
0.39%0.43%$57.2万4,900股$56.7万4,900股00.00%持仓不变
雅保ALB
0.37%0.55%$54.0万4,000股$71.8万4,000股00.00%持仓不变
雷神技术RTX
0.35%0.4%$51.7万2,726股$52.6万2,726股00.00%持仓不变
AAT&TT
0.35%0.55%$51.5万2.5万股$72.7万2.5万股-223股-0.89%减仓
SSPDR道富系列信托SPTM
0.33%0.32%$49.2万5,421股$42.1万5,329股+92股+1.73%加仓
ADPADP
0.31%0.32%$45.8万2,043股$41.5万2,043股00.00%持仓不变
V先锋领航债券指数基金VUSB
0.3%$45.0万9,038股$00股+9,038股新买入
SYSCO COMSYY
0.28%0.27%$41.8万5,000股$35.7万5,000股00.00%持仓不变
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.28%0.28%$41.4万5,355股$36.5万5,193股+162股+3.12%加仓
MascoMAS
0.27%0.23%$40.7万5,000股$30.2万5,000股00.00%持仓不变
MCCORMICK & COM NON VTGMKC
0.27%0.31%$40.3万8,000股$40.4万8,000股00.00%持仓不变

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