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Vertrix Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Vertrix Wealth Management, LLC

No.5803 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.97亿
环比变动 Q1 2026
+$2,545.1万+9.4%
持仓股票数
103
新买入
18
加仓
47
减仓
33
清仓
10
持股不变
5
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
V先锋领航债券指数基金BIV
5.06%4.15%$1,501.9万19.6万股$1,125.6万14.6万股+5.0万股+34.27%加仓
V先锋领航债券指数基金BSV
5.01%5.18%$1,486.9万19.1万股$1,406.0万17.9万股+1.2万股+6.43%加仓
V先锋领航·MALVERN FDSVTIP
4.43%4.59%$1,317.0万26.2万股$1,245.5万24.9万股+1.3万股+5.15%加仓
S道富SPYV
4.09%4.47%$1,214.5万20.0万股$1,213.4万21.4万股-1.5万股-6.84%减仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
4%$1,188.8万23.3万股$00股+23.3万股新买入
苹果AAPL
3.03%3.01%$900.2万3.1万股$816.1万3.2万股-1,043股-3.24%减仓
SSPDR道富系列信托SPYG
2.97%2.88%$881.8万7.4万股$781.6万8.0万股-5,718股-7.16%减仓
摩根大通JPM
2.32%2.27%$690.1万2.1万股$617.3万2.1万股+98股+0.47%加仓
美国运通AXP
2.06%1.83%$612.2万1.8万股$497.8万1.6万股+1,641股+9.97%加仓
沃尔玛WMT
2.03%2.39%$602.4万5.3万股$650.1万5.2万股+874股+1.67%加仓
微软MSFT
1.99%2.19%$592.1万1.6万股$595.6万1.6万股-217股-1.35%减仓
SSPDR行业精选信托XLRE
1.99%$590.5万14.7万股$00股+14.7万股新买入
AMGEN COMAMGN
1.95%2%$580.6万1.6万股$543.8万1.5万股+576股+3.73%加仓
林德LIN
1.85%1.92%$550.2万1.1万股$522.2万1.1万股+68股+0.65%加仓
英伟达NVDA
1.85%1.48%$550.0万2.7万股$402.1万2.3万股+4,431股+19.22%加仓
摩根士丹利MS
1.85%1.87%$549.2万2.6万股$508.2万3.1万股-4,608股-14.92%减仓
博通AVGO
1.79%2%$533.1万1.4万股$543.6万1.8万股-3,453股-19.66%减仓
B纽约梅隆银行BK
1.77%1.86%$524.2万3.6万股$505.0万4.3万股-6,321股-14.85%减仓
杜克能源DUK
1.75%1.81%$518.8万4.1万股$490.3万3.7万股+3,545股+9.47%加仓
LOWES COS COMLOW
1.74%2.01%$518.1万2.3万股$546.3万2.3万股+374股+1.62%加仓
SIMON PPTY NEW COMSPG
1.65%1.6%$491.4万2.2万股$435.3万2.3万股-1,363股-5.84%减仓
艾默生电气EMR
1.6%1.55%$474.9万3.3万股$420.9万3.2万股+1,046股+3.26%加仓
洛克希德马丁LMT
1.59%1.81%$471.0万9,246股$492.4万8,147股+1,099股+13.49%加仓
WASTE MGMT DELWM
1.53%1.51%$455.7万2.0万股$409.2万1.8万股+2,641股+14.83%加仓
TJXTJX
1.51%1.53%$449.3万3.0万股$416.1万2.6万股+3,602股+13.82%加仓
伯克希尔哈撒韦BRK.B
1.51%1.84%$448.7万8,968股$499.8万1.0万股-1,462股-14.02%减仓
MCKESSON COMMCK
1.47%1.48%$436.1万5,772股$402.8万4,655股+1,117股+24.00%加仓
亚马逊AMZN
1.42%1.27%$420.3万1.8万股$346.2万1.7万股+1,013股+6.09%加仓
宝洁PG
1.41%1.48%$418.2万2.9万股$403.1万2.8万股+612股+2.19%加仓
谷歌AGOOGL
1.4%1.23%$416.8万1.2万股$334.5万1.2万股+29股+0.25%加仓
雪佛龙CVX
1.38%1.83%$409.4万2.5万股$497.9万2.4万股+633股+2.63%加仓
CVS健康CVS
1.28%$379.0万3.7万股$00股+3.7万股新买入
IIBMIBM
1.25%1.37%$371.0万1.3万股$372.5万1.5万股-2,173股-14.14%减仓
强生JNJ
1.24%0.13%$368.1万1.4万股$36.4万1,489股+1.3万股+873.27%加仓
思科CSCO
1.23%1.1%$366.3万3.1万股$298.2万3.8万股-7,250股-18.86%减仓
V先锋领航·INSTL INDEX FDVBIL
1.2%0.93%$356.7万4.7万股$253.7万3.4万股+1.4万股+40.54%加仓
可口可乐KO
1.2%1.2%$356.4万4.4万股$326.8万4.3万股+888股+2.07%加仓
麦当劳MCD
1.09%1.22%$322.8万1.2万股$330.0万1.1万股+1,326股+12.49%加仓
CrowdStrikeCRWD
1.02%0.85%$303.7万3,979股$230.3万5,899股-1,920股-32.55%减仓
英特尔INTC
1%$295.7万2.1万股$00股+2.1万股新买入
V先锋领航指数基金VTV
0.93%0.8%$276.5万1.3万股$217.0万1.1万股+1,628股+14.72%加仓
雅培ABT
0.9%$266.6万2.9万股$00股+2.9万股新买入
星巴克SBUX
0.87%1.07%$259.4万2.5万股$291.6万3.3万股-7,161股-22.00%减仓
V先锋领航指数基金VUG
0.81%0.61%$241.3万2.8万股$165.7万3,793股+2.4万股+638.57%加仓
科磊KLAC
0.64%0.49%$190.0万6,297股$132.8万902股+5,395股+598.12%加仓
Meta平台META
0.63%1.21%$186.4万3,309股$328.5万5,741股-2,432股-42.36%减仓
IiShares安硕信托IWS
0.62%0.65%$185.5万1.1万股$176.5万1.2万股-844股-6.97%减仓
V先锋领航·FTSEVEA
0.62%0.49%$183.1万2.6万股$132.9万2.1万股+4,960股+23.92%加仓
PALO ALTOPANW
0.61%0.44%$180.4万5,290股$120.4万7,507股-2,217股-29.53%减仓
台积电TSM
0.59%0.47%$174.1万3,645股$127.4万3,769股-124股-3.29%减仓

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