13FBOX
Refined Wealth Management · 13F 持仓分析
期权收益计算器 机构排行

Refined Wealth Management

No.7792
最新持仓市值 (Q2 2026)
$1.66亿
环比变动 Q1 2026
+$727.5万+4.6%
持仓股票数
49
新买入
2
加仓
20
减仓
17
清仓
3
持股不变
10
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·FTSEVEA
12.05%11.31%$1,996.8万28.0万股$1,792.1万28.0万股+581股+0.21%加仓
I景顺QQQ信托VOO
10.23%8.45%$1,695.0万2.3万股$1,339.2万2.3万股-185股-0.80%减仓
I景顺交易所交易基金信托RSP
8.47%7.94%$1,404.2万6.6万股$1,258.0万6.6万股+444股+0.68%加仓
COINBASE GLOBALCOIN
5.2%6.52%$861.0万5.9万股$1,032.8万5.9万股-257股-0.43%减仓
PPIMCO太平洋投资管理ETFPYLD
5.09%5.13%$843.2万31.8万股$813.5万31.0万股+7,455股+2.40%加仓
BBITWISE BITCOIN ETF TRBITB
4.83%5.71%$800.8万25.1万股$904.4万24.6万股+5,651股+2.30%加仓
V先锋领航指数基金VTV
4.81%4.52%$796.6万3.7万股$716.5万3.7万股+38股+0.10%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
4.78%3.84%$792.7万7.7万股$609.1万7.7万股+49股+0.06%加仓
B贝莱德·ETF TRUST IIBINC
4.77%4.86%$790.8万15.1万股$769.4万14.8万股+2,926股+1.97%加仓
雪佛龙CVX
4.5%5.8%$745.1万4.5万股$919.4万4.4万股+515股+1.16%加仓
SSPDR黄金信托GLD
3.82%4.64%$632.8万1.7万股$734.7万1.7万股+104股+0.61%加仓
马拉松石油MPC
3.74%3.85%$619.3万2.4万股$610.2万2.5万股-767股-3.07%减仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
3.48%3.52%$577.1万11.9万股$557.6万11.7万股+2,758股+2.37%加仓
S嘉信策略信托SCHR
3.47%3.59%$575.8万23.3万股$569.1万22.8万股+4,999股+2.19%加仓
EENOVIXENVX
3.09%2.79%$512.8万84.5万股$442.6万85.4万股-9,621股-1.13%减仓
IiShares安硕PICK
2.78%2.77%$460.2万7.9万股$439.6万7.8万股+1,459股+1.88%加仓
VVanEck Russia ETFBBH
2.05%2.11%$339.7万3.8万股$334.2万3.8万股+407股+1.07%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.68%1.5%$278.7万1.6万股$237.2万1.6万股+27股+0.17%加仓
AAvantis·U SAVUV
1.65%1.52%$273.7万2.2万股$240.5万2.2万股+165股+0.76%加仓
BBED BATH & BEYONDNXH
1.47%1.24%$243.8万42.1万股$196.1万42.3万股-1,463股-0.35%减仓
BBITWISE XRP ETFXRP
1.08%1.41%$179.2万15.4万股$223.4万14.9万股+5,123股+3.45%加仓
V先锋领航指数基金VOO
0.63%0.58%$104.0万1,514股$91.4万1,530股-16股-1.05%减仓
英伟达NVDA
0.58%0.53%$96.6万4,828股$84.5万4,848股-20股-0.41%减仓
NNUSHARES ETF TRNULG
0.52%0.44%$85.7万7,323股$70.4万7,737股-414股-5.35%减仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.51%0.54%$84.9万1.4万股$84.9万1.4万股00.00%持仓不变
苹果AAPL
0.51%0.48%$84.1万2,908股$76.4万3,008股-100股-3.32%减仓
亚马逊AMZN
0.42%0.38%$69.5万2,918股$61.0万2,928股-10股-0.34%减仓
V先锋领航全球基金VSGX
0.42%0.38%$69.3万8,422股$60.4万8,422股00.00%持仓不变
联合太平洋铁路UNP
0.41%0.38%$67.6万2,484股$60.0万2,472股+12股+0.49%加仓
V先锋领航·TOTALBNDX
0.3%0.32%$50.3万1.0万股$50.3万1.0万股-88股-0.84%减仓
SSPDR行业精选信托XLRE
0.28%0.29%$46.0万1.1万股$45.6万1.1万股+40股+0.35%加仓
DDEFIANCE LARGE CAP EX-MAG 7 ETFXMAG
0.23%0.2%$37.6万1.4万股$32.1万1.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.21%0.26%$34.9万698股$41.2万860股-162股-18.84%减仓
V先锋领航·MIDVO
0.2%0.19%$34.0万4,215股$30.2万1,053股+3,162股+300.28%加仓
微软MSFT
0.2%0.2%$32.6万875股$32.4万875股00.00%持仓不变
Meta平台META
0.2%0.21%$32.3万574股$32.8万574股00.00%持仓不变
V先锋领航指数基金VB
0.16%0.15%$27.2万898股$23.5万897股+1股+0.11%加仓
IiShares安硕信托TLT
0.16%0.2%$25.7万2,976股$32.2万3,712股-736股-19.83%减仓
特斯拉TSLA
0.15%0.14%$25.5万606股$22.5万606股00.00%持仓不变
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
0.15%0.16%$25.4万3,374股$25.6万3,423股-49股-1.43%减仓
伊顿ETN
0.15%0.13%$24.5万574股$21.1万590股-16股-2.71%减仓
WWORLD GOLD TRGLD
0.15%0.18%$24.4万3,072股$28.5万3,072股00.00%持仓不变
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
0.14%$22.5万4,570股$00股+4,570股新买入
博通AVGO
0.13%$21.9万581股$00股+581股新买入
NEXGEN ENERGYNXE
0.06%0.08%$10.3万1.1万股$12.8万1.1万股00.00%持仓不变
XXRP ETFXRPI
0.04%0.06%$7.2万1.2万股$9.7万1.3万股-367股-2.85%减仓
DDENISON MINESDNN
0.02%0.02%$3.3万1.1万股$3.8万1.1万股00.00%持仓不变
BBED BATH &BEYOND INC
0.01%0.01%$1.7万4.2万股$2.3万4.2万股-95股-0.23%减仓
UUR-ENERGY INC COMURG
0.01%0.01%$1.5万1.1万股$1.6万1.1万股00.00%持仓不变

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