13FBOX
PTM WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

PTM WEALTH MANAGEMENT, LLC

No.6780 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.22亿
环比变动 Q1 2026
+$3,338.9万+17.7%
持仓股票数
62
新买入
7
加仓
36
减仓
11
清仓
1
持股不变
8
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
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
15.78%15.68%$3,503.8万111.2万股$2,957.9万105.2万股+6.0万股+5.68%加仓
SSPDR行业精选信托XLK
13.27%11.84%$2,946.5万16.8万股$2,235.1万16.3万股+4,122股+2.52%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
13.19%14%$2,929.9万85.3万股$2,642.5万78.7万股+6.6万股+8.39%加仓
SSTATE STREET ULTRA SHORTTERM BOND ETFULST
9.36%10.09%$2,079.6万51.5万股$1,904.5万47.2万股+4.4万股+9.28%加仓
IiShares安硕信托IMCG
7%6.71%$1,554.7万16.3万股$1,265.8万15.7万股+6,431股+4.09%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
6.23%6.15%$1,382.9万16.1万股$1,160.7万15.2万股+9,377股+6.19%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHPI
5.69%6.03%$1,264.5万55.9万股$1,138.2万50.1万股+5.8万股+11.50%加仓
PPacer基金信托COWZ
5.03%5.44%$1,117.2万17.2万股$1,026.8万16.4万股+8,036股+4.90%加仓
F第一信托·USTCIBR
4.95%4.05%$1,098.6万12.4万股$763.4万11.9万股+5,287股+4.44%加仓
F第一信托交易所交易基金FYC
4.5%4.71%$1,000.1万8.3万股$889.2万7.8万股+4,293股+5.48%加仓
苹果AAPL
1.91%1.71%$424.1万1.3万股$322.7万1.2万股+270股+2.17%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.37%1.63%$303.3万5.4万股$306.8万5.1万股+3,801股+7.52%加仓
V先锋领航指数基金VOO
1.2%1.25%$265.8万3,913股$235.4万3,886股+27股+0.69%加仓
星座能源CEG
0.51%0.6%$113.9万4,151股$114.0万4,144股+7股+0.17%加仓
微软MSFT
0.44%0.32%$98.8万2,588股$61.2万1,641股+947股+57.71%加仓
IiShares安硕·COREIJR
0.43%0.46%$96.1万6,635股$86.0万6,819股-184股-2.70%减仓
亚马逊AMZN
0.42%0.45%$94.3万4,063股$85.4万4,013股+50股+1.25%加仓
IiShares安硕信托USMV
0.41%0.46%$90.2万9,302股$87.4万9,357股-55股-0.59%减仓
英伟达NVDA
0.4%0.34%$89.7万4,335股$64.9万3,656股+679股+18.57%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
0.4%0.45%$89.6万1.9万股$84.5万1.9万股-178股-0.91%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.37%0.29%$82.9万1,574股$54.1万1,573股+1股+0.06%加仓
谷歌AGOOGL
0.34%0.37%$76.5万2,392股$69.8万2,326股+66股+2.84%加仓
F第一信托·USTFVD
0.34%0.39%$74.9万1.5万股$73.5万1.5万股-483股-3.12%减仓
E爱克斯龙EXC
0.3%0.36%$66.4万1.4万股$68.1万1.4万股+66股+0.47%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.29%0.32%$64.9万1.4万股$60.8万1.4万股00.00%持仓不变
IiShares安硕信托IWY
0.28%0.33%$62.9万2,290股$63.1万2,502股-212股-8.47%减仓
泛林集团LRCX
0.28%0.23%$61.2万2,004股$44.1万2,000股+4股+0.20%加仓
LLIGHTWAVE LOGICLWLG
0.27%0.42%$60.5万10.0万股$78.7万10.0万股00.00%持仓不变
礼来LLY
0.27%0.25%$60.5万506股$46.8万505股+1股+0.20%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.26%0.33%$58.1万1.2万股$63.2万1.4万股-1,859股-13.68%减仓
洛克希德马丁LMT
0.23%0.3%$51.2万879股$55.7万873股+6股+0.69%加仓
V先锋领航白厅基金VYM
0.21%0.22%$45.7万2,819股$41.6万2,797股+22股+0.79%加仓
F第一信托交易所交易基金IIIFMB
0.21%0.24%$45.5万9,057股$46.1万9,065股-8股-0.09%减仓
IInnovator ETF信托PNOV
0.2%0.21%$43.5万9,827股$40.5万9,827股00.00%持仓不变
默沙东MRK
0.19%0.2%$42.6万3,252股$37.8万3,128股+124股+3.96%加仓
GE VernovaGEV
0.18%0.19%$41.0万404股$36.2万403股+1股+0.25%加仓
I景顺QQQ信托VOO
0.18%0.19%$40.9万598股$34.9万593股+5股+0.84%加仓
NNEWAMSTERDAM PHARMANAMS
0.17%0.23%$38.2万1.3万股$44.0万1.3万股00.00%持仓不变
V先锋领航指数基金VUG
0.17%0.16%$37.1万4,442股$29.4万662股+3,780股+571.00%加仓
S嘉信·USSCHX
0.16%0.17%$36.5万1.3万股$32.5万1.3万股+33股+0.26%加仓
IInnovator ETF信托PFEB
0.16%0.18%$36.5万8,484股$34.7万8,604股-120股-1.39%减仓
V先锋领航·MIDVO
0.16%0.17%$36.2万4,495股$32.6万1,120股+3,375股+301.34%加仓
S嘉信策略信托SCHD
0.16%0.19%$36.0万1.1万股$35.2万1.1万股-669股-5.83%减仓
V先锋领航指数基金VTV
0.15%0.16%$33.6万1,521股$29.9万1,514股+7股+0.46%加仓
PALO ALTOPANW
0.15%$32.4万1,000股$00股+1,000股新买入
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.14%0.15%$30.7万6,696股$28.6万6,696股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.13%0.14%$29.7万1,926股$26.9万1,919股+7股+0.36%加仓
特斯拉TSLA
0.13%0.18%$28.5万911股$33.2万942股-31股-3.29%减仓
AAlphabet Inc Class CGOOG
0.12%0.14%$27.7万869股$25.9万869股00.00%持仓不变
应用材料AMAT
0.12%$26.9万501股$00股+501股新买入

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