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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 40
增持 36
减持 33
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$336.3M
25,613
-98%
减持
TSLA
TESLA INC
-$297.4M
917
-100%
减持
AAPL
APPLE INC
-$131.0M
13,465
-97%
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。
减持
MSFT
MICROSOFT CORP
-$39.6M
8,541
-90%
建仓
SH
PROSHARES TR
+$20.5M
540,662
减持
IYW
ISHARES TR
-$9.5M
1,709
-97%
清仓
IYH
ISHARES TR
-$9.4M
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$7.8M
85,486
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$7.3M
143,518
减持
QQQ
INVESCO QQQ TR
-$7.2M
6,739
-63%
减持
IVW
ISHARES TR
-$7.2M
17,077
-77%
增持
GSST
GOLDMAN SACHS ETF TR
+$7.1M
147,605
+1910%
清仓
SSO
PROSHARES TR
-$6.0M
0
-100%
建仓
SDS
PROSHARES TR
+$5.0M
66,230
减持
IYZ
ISHARES TR
-$4.9M
127,642
-56%
建仓
IYJ
ISHARES TR
+$4.6M
31,293
减持
IWM
ISHARES TR
-$4.3M
14,301
-55%
清仓
IDU
ISHARES TR
-$4.3M
0
-100%
建仓
IYE
ISHARES TR
+$4.2M
64,694
增持
IJS
ISHARES TR
+$2.9M
29,371
+464%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.4M
1,345
-89%
建仓
IJK
ISHARES TR
+$2.2M
22,216
增持
AMAT
APPLIED MATLS INC
+$2.1M
7,525
+329%
增持
EXEL
EXELIXIS INC
+$2.0M
59,519
+346%
增持
ALB
ALBEMARLE CORP
+$1.9M
15,178
+146%
增持
TER
TERADYNE INC
+$1.5M
8,226
+78%
增持
GLD
SPDR GOLD TR
+$1.5M
25,545
+6%
建仓
QCOM
QUALCOMM INC
+$1.5M
11,468
增持
LRCX
LAM RESEARCH CORP
+$1.5M
23,704
+12%
增持
EXPE
EXPEDIA GROUP INC
+$1.3M
6,945
+636%
减持
ORCL
ORACLE CORP
-$1.3M
12,658
-22%
减持
ADBE
ADOBE INC
-$1.3M
1,897
-61%
增持
CRM
SALESFORCE INC
+$1.2M
7,802
+626%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
22,750
+51%
减持
AVGO
BROADCOM INC
-$1.1M
6,875
-26%
清仓
ABT
ABBOTT LABS
-$1.1M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$1.0M
10,889
减持
PAAA
PGIM ETF TR
-$1.0M
5,363
-79%
清仓
CIEN
CIENA CORP
-$990.9K
0
-100%
减持
GLW
CORNING INC
-$880.2K
6,398
-68%
增持
ANET
ARISTA NETWORKS INC
+$834.6K
15,443
+91%
减持
JAAA
JANUS DETROIT STR TR
-$826.2K
5,893
-73%
建仓
—
ROIVANT SCIENCES LTD
+$818.7K
29,557
建仓
COR
CENCORA INC
+$799.5K
2,545
建仓
MZTI
MARZETTI COMPANY
+$799.1K
5,777
清仓
MPLX
MPLX LP
-$775.4K
0
-100%
减持
IDXX
IDEXX LABS INC
-$761.9K
1,394
-39%
增持
MPWR
MONOLITHIC PWR SYS INC
+$717.1K
879
+226%
建仓
AMKR
AMKOR TECHNOLOGY INC
+$703.9K
15,632
减持
INTC
INTEL CORP
-$701.0K
26,812
-47%
清仓
FIX
COMFORT SYS USA INC
-$693.4K
0
-100%
清仓
CDE
COEUR MNG INC
-$687.3K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$685.6K
0
-100%
减持
MEDP
MEDPACE HLDGS INC
-$685.3K
511
-69%
建仓
TPR
TAPESTRY INC
+$657.3K
4,658
建仓
—
DUPONT DE NEMOURS INC
+$647.9K
14,146
建仓
SNDK
SANDISK CORP
+$626.4K
986
建仓
SCHO
SCHWAB STRATEGIC TR
+$621.5K
25,609
建仓
—
INVESCO LTD
+$616.2K
25,369
清仓
APP
APPLOVIN CORP
-$614.5K
0
-100%
增持
MO
ALTRIA GROUP INC
+$613.2K
21,181
+54%
减持
MU
MICRON TECHNOLOGY INC
-$609.9K
9,057
-30%
清仓
INTU
INTUIT
-$595.5K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$591.1K
4,466
+160%
清仓
—
TE CONNECTIVITY PLC
-$590.6K
0
-100%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$584.1K
9,315
清仓
BSX
BOSTON SCIENTIFIC CORP
-$578.7K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$572.7K
0
-100%
增持
CHRW
C H ROBINSON WORLDWIDE IN
+$571.6K
6,876
+93%
减持
IVV
ISHARES TR
-$567.7K
6,776
-7%
增持
CSGP
COSTAR GROUP INC
+$551.3K
26,644
+242%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$547.8K
23,409
+45%
建仓
GWW
WW GRAINGER INC
+$547.6K
502
清仓
FSLR
FIRST SOLAR INC
-$544.4K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$539.6K
1,942
清仓
KMB
KIMBERLY-CLARK CORP
-$529.7K
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$521.6K
13,515
+107%
清仓
KHC
KRAFT HEINZ CO
-$514.6K
0
-100%
清仓
POST
POST HLDGS INC
-$503.6K
0
-100%
清仓
CENX
CENTURY ALUM CO
-$495.2K
0
-100%
增持
HQY
HEALTHEQUITY INC
+$494.2K
11,966
+117%
建仓
DG
DOLLAR GEN CORP
+$491.4K
4,139
减持
V
VISA INC
-$483.0K
7,280
-5%
清仓
PAYC
PAYCOM SOFTWARE INC
-$482.5K
0
-100%
减持
GOOG
ALPHABET INC
-$476.7K
12,500
-3%
增持
GOOGL
ALPHABET INC
+$472.6K
6,831
+43%
建仓
HL
HECLA MINING COMPANY
+$462.4K
24,822
建仓
HAL
HALLIBURTON CO
+$455.6K
11,684
清仓
INCY
INCYTE CORP
-$454.8K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$449.0K
859
减持
MA
MASTERCARD INCORPORATED
-$433.5K
4,035
-6%
清仓
EA
ELECTRONIC ARTS INC
-$433.0K
0
-100%
增持
SHOP
SHOPIFY INC
+$424.6K
18,489
+68%
建仓
BKR
BAKER HUGHES COMPANY
+$423.7K
6,941
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$423.6K
420
-59%
建仓
UGA
UNITED STS GASOLINE FD LP
+$422.7K
4,090
清仓
SHOO
MADDEN STEVEN LTD
-$416.1K
0
-100%
增持
GM
GENERAL MTRS CO
+$409.8K
8,903
+186%
清仓
EPAM
EPAM SYS INC
-$408.7K
0
-100%
建仓
MRNA
MODERNA INC
+$407.2K
8,016
建仓
VTRS
VIATRIS INC
+$405.3K
30,000
减持
NFLX
NETFLIX INC.
-$402.9K
11,879
-28%
清仓
BFH
BREAD FINANCIAL HOLDINGS INC
-$402.5K
0
-100%
建仓
FDX
FEDEX CORP
+$397.2K
1,111
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$395.7K
7,721
-19%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$391.1K
3,237
+117%
建仓
—
ASML HLDG NV
+$388.3K
294
增持
PCRX
PACIRA BIOSCIENCES INC
+$386.9K
43,835
+88%
增持
CMI
CUMMINS INC
+$385.7K
1,195
+137%
增持
LNTH
LANTHEUS HLDGS INC
+$384.6K
13,495
+41%
增持
HII
HUNTINGTON INGALLS INDS INC
+$381.4K
1,755
+109%
减持
LLY
ELI LILLY & CO
-$377.7K
1,918
-4%
增持
CAT
CATERPILLAR INC
+$370.3K
1,485
+25%
建仓
FCX
FREEPORT MCMORAN INC
+$365.9K
6,225
清仓
EFA
ISHARES TR
-$360.6K
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$353.3K
9,363
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$325.7K
14,419
+68%
建仓
ILF
ISHARES TR
+$321.8K
9,061
增持
JBHT
HUNT J B TRANS SVCS INC
+$318.2K
2,529
+126%
清仓
LNT
ALLIANT ENERGY CORP
-$314.3K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$314.0K
2,991
-12%
增持
BND
VANGUARD BD INDEX FDS
+$308.8K
29,057
+18%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$306.1K
1,595
增持
SNPS
SYNOPSYS INC
+$304.0K
2,788
+63%
建仓
JNK
SPDR SERIES TRUST
+$298.6K
3,120
清仓
UNH
UNITEDHEALTH GROUP INC
-$298.1K
0
-100%
减持
PNOV
INNOVATOR ETFS TRUST
-$291.6K
126,584
-3%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$290.9K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$290.0K
4,895
+3%
增持
WBD
WARNER BROS DISCOVERY INC
+$286.7K
125,334
+14%
清仓
BLBD
BLUE BIRD CORP
-$278.1K
0
-100%
减持
ZTS
ZOETIS INC
-$271.4K
8,115
-17%
增持
KLAC
KLA CORP
+$270.9K
557
+23%
建仓
SPTL
SPDR SERIES TRUST
+$269.9K
10,261
清仓
FHI
FEDERATED HERMES INC
-$267.8K
0
-100%
清仓
BXP
BXP INC
-$267.1K
0
-100%
清仓
DIOD
DIODES INC
-$260.7K
0
-100%
减持
BNOV
INNOVATOR ETFS TRUST
-$258.0K
53,917
-7%
清仓
LVS
LAS VEGAS SANDS CORP
-$257.4K
0
-100%
清仓
GE
GE AEROSPACE
-$245.3K
0
-100%
减持
LITE
LUMENTUM HLDGS INC
-$241.3K
1,282
-59%
清仓
NRG
NRG ENERGY INC
-$241.2K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$238.6K
0
-100%
清仓
ADSK
AUTODESK INC
-$236.5K
0
-100%
建仓
VOD
VODAFONE GROUP PLC
+$232.1K
15,454
清仓
—
REV GROUP INC
-$231.9K
0
-100%
建仓
R
RYDER SYS INC
+$231.7K
1,132
建仓
POWI
POWER INTEGRATIONS INC
+$231.6K
4,523
清仓
EBAY
EBAY INC.
-$231.3K
0
-100%
