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Total Wealth Planning & Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Total Wealth Planning & Management, Inc.

No.8197 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.48亿
环比变动 Q1 2026
+$1,246.2万+9.2%
持仓股票数
189
新买入
31
加仓
81
减仓
59
清仓
17
持股不变
18
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
美光科技MU
3.03%0.89%$447.7万3,879股$120.8万3,576股+303股+8.47%加仓
苹果AAPL
2.97%2.82%$439.4万1.5万股$381.7万1.5万股+145股+0.96%加仓
微软MSFT
2.32%2.3%$343.2万9,201股$312.1万8,431股+770股+9.13%加仓
亚马逊AMZN
2.18%1.93%$322.5万1.4万股$261.9万1.3万股+957股+7.61%加仓
艾伯维ABBV
1.87%2.06%$277.1万1.1万股$279.5万1.3万股-1,841股-14.32%减仓
切尼尔能源LNG
1.81%3.21%$267.2万1.1万股$434.3万1.5万股-4,128股-26.97%减仓
谷歌AGOOGL
1.77%1.5%$261.2万7,308股$203.0万7,058股+250股+3.54%加仓
摩根大通JPM
1.73%1.64%$255.9万7,819股$221.7万7,535股+284股+3.77%加仓
英伟达NVDA
1.4%1.44%$207.4万1.0万股$195.1万1.1万股-823股-7.36%减仓
FFACTSET RESH SYSFDS
1.4%1.7%$206.9万8,993股$230.2万1.1万股-1,614股-15.22%减仓
KKULICKE & SOFFA INDSKLIC
1.36%0.86%$200.7万1.5万股$116.2万1.8万股-2,681股-15.16%减仓
V先锋领航指数基金VOO
1.35%1.14%$199.3万2,706股$153.9万2,667股+39股+1.46%加仓
SSPDR行业精选信托XLK
1.18%0.51%$173.9万9,127股$69.1万5,200股+3,927股+75.52%加仓
家得宝HD
1.15%1.12%$170.6万4,837股$151.6万4,609股+228股+4.95%加仓
威瑞森VZ
1.15%1.53%$169.5万4.0万股$207.3万4.1万股-1,261股-3.05%减仓
IiShares安硕信托ITA
1.14%1.11%$167.9万6,926股$149.9万6,854股+72股+1.05%加仓
埃克森美孚XOM
1.11%1.78%$163.5万1.2万股$241.6万1.4万股-2,281股-16.02%减仓
博通AVGO
1.07%0.94%$158.6万4,198股$126.7万4,092股+106股+2.59%加仓
辉瑞PFE
1.02%1.37%$151.4万6.3万股$185.8万6.6万股-3,290股-4.97%减仓
国际纸业IP
1.02%0.94%$150.6万4.0万股$127.0万3.6万股+3,935股+11.06%加仓
DDYCOM INDSDY
0.98%0.66%$145.5万2,878股$89.2万2,632股+246股+9.35%加仓
NNRG ENERGYNRG
0.98%0.99%$145.2万9,940股$134.3万9,190股+750股+8.16%加仓
AALPS ETF信托AMLP
0.94%0.98%$138.9万2.7万股$133.3万2.5万股+1,468股+5.80%加仓
GE航空GE
0.93%0.8%$137.9万3,690股$108.7万3,831股-141股-3.68%减仓
德州仪器TXN
0.89%0.65%$131.2万4,400股$87.4万4,500股-100股-2.22%减仓
GGILEAD SCIENCES COMGILD
0.88%1.09%$130.7万1.0万股$147.0万1.1万股-196股-1.86%减仓
Meta平台META
0.88%0.88%$129.8万2,304股$119.6万2,091股+213股+10.19%加仓
HEICOHEI
0.86%0.54%$127.2万3,572股$73.4万2,677股+895股+33.43%加仓
SSTMICROELECTRONICS NY REGISTRYSTM
0.85%1.02%$126.0万1.7万股$137.6万4.0万股-2.3万股-57.75%减仓
DIGITAL RLTY TR COMDLR
0.82%1%$121.8万6,780股$135.5万7,517股-737股-9.80%减仓
T-MOBILE US COMTMUS
0.8%1.06%$118.3万7,051股$143.7万6,842股+209股+3.05%加仓
AAT&TT
0.8%1.25%$117.9万5.7万股$169.4万5.8万股-1,463股-2.50%减仓
O宏盟集团OMC
0.77%0.94%$114.1万1.6万股$127.2万1.7万股-1,220股-7.22%减仓
SSPDR黄金信托GLD
0.76%1.07%$112.4万3,050股$144.3万3,354股-304股-9.06%减仓
WESCO INTLWCC
0.75%0.64%$110.8万3,207股$86.7万3,168股+39股+1.23%加仓
嘉信理财SCHW
0.75%0.76%$110.5万1.2万股$103.2万1.1万股+995股+9.06%加仓
MSC INDL DIRECTMSM
0.74%0.63%$109.4万9,200股$84.9万9,200股00.00%持仓不变
默沙东MRK
0.73%0.78%$108.3万8,427股$106.3万8,834股-407股-4.61%减仓
C花旗集团C
0.73%0.59%$108.2万7,733股$79.3万6,993股+740股+10.58%加仓
道明尼能源D
0.73%0.72%$107.8万1.6万股$97.6万1.6万股-10股-0.06%减仓
沃尔玛WMT
0.73%0.96%$107.7万9,511股$129.5万1.0万股-911股-8.74%减仓
CVS健康CVS
0.72%0.54%$106.2万1.0万股$73.2万1.0万股+72股+0.71%加仓
IITURAN LOCATION AND CONTROL SHSITRN
0.71%0.58%$104.9万1.7万股$78.4万1.6万股+1,199股+7.50%加仓
CONSTRUCTION PARTNERSROAD
0.71%0.7%$104.9万8,830股$94.4万8,498股+332股+3.91%加仓
UNUMUNM
0.71%0.43%$104.8万1.2万股$58.4万7,993股+3,728股+46.64%加仓
保德信金融PRU
0.71%0.7%$104.6万9,696股$94.7万9,696股00.00%持仓不变
强生JNJ
0.71%0.83%$104.3万4,105股$113.0万4,622股-517股-11.19%减仓
CALAMOS CONVERTIBLE OPPSCHI
0.7%0.57%$103.6万7.7万股$76.7万7.1万股+5,646股+7.90%加仓
ONEOKOKE
0.66%0.75%$97.5万1.1万股$101.9万1.1万股-52股-0.46%减仓
卡地纳健康CAH
0.65%0.55%$96.5万4,064股$74.8万3,540股+524股+14.80%加仓

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