13FBOX
Three Seasons Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Three Seasons Wealth, LLC

No.2615 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.99亿
环比变动 Q1 2026
+$8.37亿+319.3%
持仓股票数
180
新买入
42
加仓
52
减仓
47
清仓
49
持股不变
39
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
亚马逊AMZN
32.01%2.04%$3.52亿147.6万股$533.4万2.6万股+145.0万股+5,661.51%加仓
特斯拉TSLA
24.02%0.13%$2.64亿62.7万股$34.1万917股+62.7万股+68,324.10%加仓
苹果AAPL
13.17%1.3%$1.45亿50.0万股$341.7万1.3万股+48.7万股+3,614.47%加仓
微软MSFT
2.95%1.21%$3,238.7万8.7万股$316.2万8,541股+7.8万股+916.54%加仓
IISHARES U.S. ENERGY ETFIYE
1.74%1.6%$1,911.7万33.8万股$419.0万6.5万股+27.3万股+422.17%加仓
SSPDR黄金信托GLD
1.09%4.2%$1,195.3万3.2万股$1,099.2万2.6万股+6,903股+27.02%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.99%0.12%$1,083.2万4.3万股$31.0万1,709股+4.1万股+2,412.87%加仓
IISHARES U.S. TELECOMMUNICATIONS ETFIYZ
0.96%1.92%$1,054.6万24.9万股$501.9万12.8万股+12.2万股+95.28%加仓
IISHARES U.S. BASIC MATERIALS ETFIYM
0.95%1.95%$1,040.6万5.8万股$510.5万2.9万股+2.9万股+99.76%加仓
PProShares信托SSO
0.74%$812.6万12.1万股$00股+12.1万股新买入
G高盛ETF信托GSST
0.69%2.85%$761.7万15.1万股$746.1万14.8万股+2,993股+2.03%加仓
SSPDR道富系列信托BIL
0.68%2.99%$743.6万8.1万股$783.4万8.5万股-4,344股-5.08%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.66%2.77%$725.7万14.3万股$726.3万14.4万股-21股-0.01%减仓
美光科技MU
0.64%1.17%$703.4万6,094股$306.1万9,057股-2,963股-32.72%减仓
英伟达NVDA
0.58%1.51%$640.3万3.2万股$396.8万2.3万股+9,253股+40.67%加仓
IInnovator ETF信托PNOV
0.51%1.97%$560.1万12.6万股$517.2万12.7万股-282股-0.22%减仓
SSANDISK COMSNDK
0.49%0.24%$541.8万2,383股$62.6万986股+1,397股+141.68%加仓
IiShares安硕信托IVV
0.45%1.69%$492.8万6,581股$442.6万6,776股-195股-2.88%减仓
西部数据WDC
0.41%0.62%$451.1万7,062股$163.5万6,044股+1,018股+16.84%加仓
英特尔INTC
0.4%0.45%$442.2万3.2万股$118.3万2.7万股+4,859股+18.12%加仓
I景顺QQQ信托VOO
0.38%$422.6万5,739股$00股+5,739股新买入
AAlphabet Inc Class CGOOG
0.38%1.37%$418.3万1.2万股$358.6万1.3万股-661股-5.29%减仓
ShopifySHOP
0.37%0.84%$411.6万3.6万股$219.3万1.8万股+1.8万股+94.99%加仓
LumentumLITE
0.35%0.34%$386.3万4,502股$90.1万1,282股+3,220股+251.17%加仓
迈威尔MRVL
0.35%$380.3万1.3万股$00股+1.3万股新买入
ALTRIAMO
0.34%0.54%$370.5万5.1万股$142.0万2.1万股+3.0万股+143.12%加仓
Arista网络ANET
0.34%0.72%$369.4万2.2万股$189.6万1.5万股+6,303股+40.81%加仓
希捷STX
0.31%1.16%$346.0万3,586股$303.0万7,721股-4,135股-53.56%减仓
I景顺·NASDAQ 100 ETFQQQM
0.28%0.29%$305.6万1.0万股$76.9万3,237股+6,851股+211.65%加仓
泛林集团LRCX
0.27%1.94%$297.0万6,854股$507.0万2.4万股-1.7万股-71.09%减仓
V先锋领航·TOTALBND
0.26%0.82%$283.8万3.9万股$214.0万2.9万股+9,604股+33.05%加仓
IiShares安硕·RUSSELLIWM
0.25%1.35%$277.9万9,248股$354.7万1.4万股-5,053股-35.33%减仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.25%1.33%$272.7万2.0万股$347.9万2.9万股-9,422股-32.08%减仓
ExpediaEXPE
0.24%0.61%$265.9万1.0万股$160.4万6,945股+3,447股+49.63%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
0.24%0.93%$262.2万5.7万股$243.6万5.7万股00.00%持仓不变
IINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERBNOV
0.23%0.89%$257.8万5.4万股$232.0万5.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.21%0.89%$229.3万4,583股$233.6万4,875股-292股-5.99%减仓
IiShares安硕信托EEM
0.2%0.49%$221.0万3.2万股$127.1万2.2万股+9,926股+44.35%加仓
百时美施贵宝BMY
0.2%0.54%$220.0万3.8万股$142.0万2.3万股+1.5万股+63.13%加仓
LAMAR ADVERTISINGLAMR
0.2%$219.2万1.4万股$00股+1.4万股新买入
VVODAFONE NEWVOD
0.2%0.09%$219.1万16.6万股$23.2万1.5万股+15.0万股+972.12%加仓
礼来LLY
0.2%0.67%$217.1万1,810股$176.4万1,918股-108股-5.63%减仓
TECHNIPFMC COMFTI
0.19%$211.1万3.2万股$00股+3.2万股新买入
VisaV
0.18%0.84%$202.0万5,887股$220.0万7,280股-1,393股-19.13%减仓
万事达MA
0.18%0.77%$200.5万3,903股$201.6万4,035股-132股-3.27%减仓
博通AVGO
0.18%0.81%$196.6万5,204股$212.8万6,875股-1,671股-24.31%减仓
默沙东MRK
0.18%0.18%$193.3万1.5万股$46.1万3,805股+1.1万股+295.43%加仓
F第一信托·EXCHANGE-TRADED ALPFYX
0.17%0.6%$183.5万1.3万股$156.4万1.3万股-388股-2.96%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.16%$180.9万1.0万股$00股+1.0万股新买入
卡地纳健康CAH
0.16%0.36%$177.7万7,481股$94.4万4,466股+3,015股+67.51%加仓

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