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Three Seasons Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Three Seasons Wealth, LLC
报告期 2026-03-31 · CIK 0002044495
持仓数
187
前50大市值合计
$184.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 51
增持 33
减持 32
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
+$16.6M
1,480,221
-0%
建仓
QQQ
INVESCO QQQ TR
+$11.1M
18,077
建仓
IYH
ISHARES TR
+$9.4M
144,312
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$9.0M
494,465
+0%
清仓
IYF
ISHARES TR
-$8.8M
0
-100%
清仓
IYC
ISHARES TR
-$8.7M
0
-100%
增持
IVW
ISHARES TR
+$8.2M
73,998
+824%
建仓
IWM
ISHARES TR
+$7.9M
32,061
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$7.6M
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$7.6M
0
-100%
减持
GSST
GOLDMAN SACHS ETF TR
-$7.1M
7,344
-95%
建仓
IYM
ISHARES TR
+$5.1M
33,290
建仓
IDU
ISHARES TR
+$4.3M
39,553
增持
TSLA
TESLA INC
+$3.6M
661,948
+0%
减持
MSFT
MICROSOFT CORP
-$3.3M
88,328
-1%
减持
GLD
SPDR GOLD TR
-$3.3M
24,007
-33%
增持
MU
MICRON TECHNOLOGY INC
+$3.2M
12,857
+340%
建仓
WBD
WARNER BROS DISCOVERY INC
+$3.2M
109,473
增持
LRCX
LAM RESEARCH CORP
+$3.1M
21,096
+437%
减持
ORCL
ORACLE CORP
-$3.0M
16,290
-25%
清仓
GEV
GE VERNOVA INC
-$2.5M
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.1M
9,542
+355%
建仓
INTC
INTEL CORP
+$1.9M
51,063
清仓
TPR
TAPESTRY INC
-$1.9M
0
-100%
建仓
GLW
CORNING INC
+$1.8M
19,988
减持
IDXX
IDEXX LABS INC
-$1.7M
2,284
-55%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
5,945
-61%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
12,580
+105%
减持
AVGO
BROADCOM INC
-$1.7M
9,237
-37%
建仓
WDC
WESTERN DIGITAL CORP
+$1.4M
8,368
减持
ANET
ARISTA NETWORKS INC
-$1.4M
8,101
-52%
清仓
CLOA
BLACKROCK ETF TRUST II
-$1.2M
0
-100%
增持
IYZ
ISHARES TR
+$1.2M
292,582
+8%
建仓
EEM
ISHARES TR
+$1.1M
19,589
清仓
JBL
JABIL INC
-$1.0M
0
-100%
清仓
DASH
DOORDASH INC
-$1.0M
0
-100%
建仓
CIEN
CIENA CORP
+$990.9K
4,237
增持
GOOG
ALPHABET INC
+$937.5K
12,946
+1%
建仓
TER
TERADYNE INC
+$896.6K
4,632
建仓
ALB
ALBEMARLE CORP
+$873.2K
6,165
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$871.9K
16,165
建仓
ECHO
ECHOSTAR CORP
+$852.4K
7,842
增持
IYW
ISHARES TR
+$815.2K
49,065
+7%
建仓
MO
ALTRIA GROUP INC
+$806.9K
13,744
减持
SHOP
SHOPIFY INC
-$778.9K
10,987
-36%
建仓
MPLX
MPLX LP
+$775.4K
14,528
增持
ADBE
ADOBE INC
+$751.9K
4,901
+79%
增持
LLY
ELI LILLY & CO
+$732.6K
1,993
+8%
建仓
APPF
APPFOLIO INC
+$730.1K
3,138
增持
MEDP
MEDPACE HLDGS INC
+$729.1K
1,657
+323%
增持
GOOGL
ALPHABET INC
+$707.8K
4,766
+48%
清仓
CELH
CELSIUS HLDGS INC
-$690.5K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$685.6K
5,064
建仓
NEM
NEWMONT CORP
+$682.1K
6,831
建仓
CAT
CATERPILLAR INC
+$681.7K
1,190
建仓
ISRG
INTUITIVE SURGICAL INC
+$608.8K
1,075
建仓
PCRX
PACIRA BIOSCIENCES INC
+$603.8K
23,331
清仓
HWM
HOWMET AEROSPACE INC
-$603.8K
0
-100%
建仓
IJS
ISHARES TR
+$592.3K
5,208
减持
EXEL
EXELIXIS INC
-$582.4K
13,357
-53%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$574.4K
3,560
建仓
PG
PROCTER AND GAMBLE CO
+$572.7K
3,996
减持
CRM
SALESFORCE INC
-$564.4K
1,075
-70%
清仓
SNEX
STONEX GROUP INC
-$562.7K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$552.5K
0
-100%
建仓
KLAC
KLA CORP
+$549.2K
452
建仓
FSLR
FIRST SOLAR INC
+$544.4K
2,084
清仓
DLTR
DOLLAR TREE INC
-$538.5K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$529.7K
5,189
清仓
C
CITIGROUP INC
-$528.7K
0
-100%
清仓
—
CARNIVAL CORP
-$524.9K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$518.4K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$516.4K
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$514.6K
21,222
建仓
POST
POST HLDGS INC
+$503.6K
5,084
清仓
VST
VISTRA CORP
-$502.9K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$486.6K
0
-100%
清仓
WDAY
WORKDAY INC
-$485.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$479.9K
15,068
-15%
减持
V
VISA INC
-$469.0K
7,651
-17%
建仓
LQD
ISHARES TR
+$468.4K
4,251
清仓
—
ROYAL CARIBBEAN GROUP
-$466.3K
0
-100%
建仓
INCY
INCYTE CORP
+$454.8K
4,605
建仓
AMAT
APPLIED MATLS INC
+$451.0K
1,755
清仓
ULTA
ULTA BEAUTY INC
-$439.0K
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$433.0K
2,119
减持
LITE
LUMENTUM HLDGS INC
+$422.3K
3,099
-30%
增持
NFLX
NETFLIX INC
-$418.8K
16,479
+906%
清仓
URI
UNITED RENTALS INC
-$401.9K
0
-100%
清仓
CW
CURTISS WRIGHT CORP
-$379.1K
0
-100%
减持
IVV
ISHARES TR
-$375.2K
7,291
-9%
清仓
MOH
MOLINA HEALTHCARE INC
-$365.5K
0
-100%
建仓
EFA
ISHARES TR
+$360.6K
3,755
建仓
CAH
CARDINAL HEALTH INC
+$352.6K
1,716
清仓
GILD
GILEAD SCIENCES INC
-$347.4K
0
-100%
减持
ABT
ABBOTT LABS
-$327.4K
8,522
-18%
减持
NRG
NRG ENERGY INC
-$324.3K
1,515
-57%
减持
KO
COCA COLA CO
-$323.2K
8,228
-39%
减持
GE
GE AEROSPACE
-$313.9K
794
-57%
减持
EXPE
EXPEDIA GROUP INC
-$305.0K
943
-65%
减持
EBAY
EBAY INC.
-$299.3K
2,655
-54%
增持
SSO
PROSHARES TR
+$294.3K
103,065
+104%
增持
LNTH
LANTHEUS HLDGS INC
+$289.8K
9,602
+41%
清仓
—
MERUS N V
-$284.3K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$257.4K
3,955
建仓
CMI
CUMMINS INC
+$257.3K
504
建仓
GM
GENERAL MTRS CO
+$253.5K
3,117
减持
HII
HUNTINGTON INGALLS INDS INC
-$251.6K
839
-55%
建仓
CMCSA
COMCAST CORP NEW
+$238.6K
7,981
建仓
—
REV GROUP INC
+$231.9K
3,810
建仓
FOX
FOX CORP
+$228.6K
3,521
减持
MPWR
MONOLITHIC PWR SYS INC
-$222.9K
270
-47%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$222.6K
7,605
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$217.8K
715
建仓
JBHT
HUNT J B TRANS SVCS INC
+$217.7K
1,120
清仓
TMUS
T-MOBILE US INC
-$217.6K
0
-100%
清仓
MMM
3M CO
-$217.4K
0
-100%
建仓
KR
KROGER CO
+$211.8K
3,390
建仓
VNT
VONTIER CORPORATION
+$210.8K
5,670
清仓
HOOD
ROBINHOOD MKTS INC
-$207.6K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$206.4K
0
-100%
建仓
NDSN
NORDSON CORP
+$204.8K
849
增持
META
META PLATFORMS INC
+$200.2K
1,833
+33%
建仓
VIPS
VIPSHOP HLDGS LTD
+$198.3K
11,212
清仓
VOD
VODAFONE GROUP PLC NEW
-$197.0K
0
-100%
减持
IJH
ISHARES TR
-$194.9K
23,373
-12%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$181.8K
8,573
+54%
增持
BND
VANGUARD BD INDEX FDS
+$171.3K
24,719
+11%
增持
BFH
BREAD FINANCIAL HOLDINGS INC
+$160.5K
5,437
+25%
增持
SFM
SPROUTS FMRS MKT INC
+$159.5K
6,537
+97%
增持
HQY
HEALTHEQUITY INC
+$156.6K
5,521
+50%
减持
PAAA
PGIM ETF TR
-$155.0K
25,009
-10%
清仓
GNW
GENWORTH FINL INC
-$149.1K
0
-100%
增持
NOW
SERVICENOW INC
-$138.1K
7,401
+436%
增持
SPY
SPDR S&P 500 ETF TR
+$137.7K
1,017
+36%
建仓
KRP
KIMBELL RTY PARTNERS LP
+$132.9K
11,300
减持
UNH
UNITEDHEALTH GROUP INC
-$111.4K
903
-24%
增持
PAYC
PAYCOM SOFTWARE INC
-$110.7K
3,028
+6%
减持
JAAA
JANUS DETROIT STR TR
-$107.9K
22,226
-8%
增持
SNPS
SYNOPSYS INC
+$107.1K
1,706
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$104.5K
4,949
-4%
增持
—
EATON CORP PLC
-$92.8K
1,758
+1%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$90.5K
8,722
-6%
增持
—
TE CONNECTIVITY PLC
+$83.1K
2,596
+12%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$83.0K
10,968
+2%
增持
MRK
MERCK & CO INC
+$81.0K
3,697
+1%
增持
ZTS
ZOETIS INC
-$77.9K
9,781
+9%
减持
PNOV
INNOVATOR ETFS TRUST
-$76.2K
130,776
-3%
减持
ABNB
AIRBNB INC
+$71.4K
5,446
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$70.9K
1,495
+20%
