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

CAPITAL WEALTH MANAGEMENT, LLC

No.4767
最新持仓市值 (Q2 2026)
$4.16亿
环比变动 Q1 2026
+$4,627.8万+12.5%
持仓股票数
39
新买入
5
加仓
25
减仓
6
清仓
0
持股不变
3
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先锋领航指数基金VUG
10.74%9.92%$4,468.6万51.9万股$3,665.2万8.4万股+43.5万股+518.21%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
8.86%9.52%$3,684.4万122.8万股$3,520.4万117.1万股+5.7万股+4.87%加仓
V先锋领航指数基金VTV
8.58%8.47%$3,568.6万16.4万股$3,129.0万15.9万股+4,267股+2.68%加仓
F富达·MERRIMACK STR TRFBND
7.26%7.72%$3,018.8万66.4万股$2,853.6万62.6万股+3.8万股+6.09%加仓
SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR
6.48%8.13%$2,696.7万35.7万股$3,006.3万35.8万股-710股-0.20%减仓
IiShares安硕信托HSCZ
6.07%6.13%$2,524.3万58.7万股$2,265.9万57.1万股+1.6万股+2.84%加仓
S嘉信策略信托SCHC
6.03%6.13%$2,508.5万47.5万股$2,267.4万46.3万股+1.2万股+2.60%加仓
IiShares安硕信托IMCG
5.76%4.84%$2,393.7万24.4万股$1,787.2万22.7万股+1.7万股+7.33%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
5.69%5.76%$2,365.7万45.2万股$2,130.2万44.2万股+9,228股+2.09%加仓
SSPDR道富指数基金SPEM
5.42%5.47%$2,254.6万43.5万股$2,020.4万43.1万股+4,728股+1.10%加仓
V先锋领航·SMALLVBR
4.91%4.84%$2,042.7万8.4万股$1,789.9万8.2万股+1,675股+2.03%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
4.45%4.2%$1,852.5万54.7万股$1,552.0万53.3万股+1.5万股+2.75%加仓
SSPDR行业精选信托XLRE
4.1%4.01%$1,706.7万38.8万股$1,481.1万36.3万股+2.5万股+6.85%加仓
S道富MDYV
2.33%2.25%$967.0万10.2万股$830.7万9.8万股+4,401股+4.51%加仓
SSPDR标普500 ETFSPY
2.25%2.21%$934.0万1.3万股$817.8万1.3万股-68股-0.54%减仓
IInnovator ETF信托BUFB
2.23%2.08%$926.6万23.6万股$767.0万21.4万股+2.2万股+10.36%加仓
V先锋领航指数基金VOO
1.93%1.7%$801.2万1.2万股$628.2万1.1万股+1,153股+10.97%加仓
IiShares安硕·FALLEN ANGELS USD BOND ETFFALN
1.75%1.76%$726.1万26.7万股$651.4万24.4万股+2.3万股+9.33%加仓
IiShares安硕信托ICVT
1.54%1.44%$639.8万5.3万股$533.3万5.2万股+165股+0.31%加仓
V先锋领航·S&PIVOG
0.63%0.54%$263.2万1.7万股$199.6万1.6万股+1,122股+7.00%加仓
S道富SPTI
0.52%0.62%$214.8万7.6万股$230.9万8.1万股-4,921股-6.11%减仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.47%0.4%$196.4万1.6万股$148.0万1.5万股+826股+5.45%加仓
S道富SPHY
0.3%0.31%$126.4万5.4万股$114.5万4.9万股+4,791股+9.75%加仓
I景顺QQQ信托VOO
0.29%0.32%$121.9万1,656股$118.9万2,060股-404股-19.61%减仓
IiShares安硕信托AGG
0.27%0.28%$111.3万2.2万股$105.3万2.1万股+948股+4.51%加仓
SSPDR道富系列信托TIPX
0.26%0.32%$109.4万5.8万股$116.5万6.1万股-2,906股-4.79%减仓
IiShares安硕IEMG
0.11%0.1%$44.1万5,318股$37.1万5,318股00.00%持仓不变
HHASBROHAS
0.09%0.11%$37.3万4,517股$42.3万4,517股00.00%持仓不变
VVanEck ETF信托EMLC
0.09%0.09%$35.8万1.5万股$34.8万1.5万股+283股+1.95%加仓
IiShares安硕信托IGIB
0.08%$31.2万5,870股$00股+5,870股新买入
IiShares安硕信托IVV
0.07%0.07%$27.7万370股$24.2万370股00.00%持仓不变
EEA SERIES TRUSTBBLU
0.06%0.04%$26.7万1.6万股$16.0万1.1万股+5,365股+49.56%加仓
IiShares安硕·COREIJH
0.06%0.08%$26.6万3,446股$30.8万4,554股-1,108股-24.33%减仓
微软MSFT
0.06%0.06%$24.1万646股$23.5万635股+11股+1.73%加仓
家得宝HD
0.06%0.06%$23.4万664股$21.6万657股+7股+1.07%加仓
亚马逊AMZN
0.05%$22.8万956股$00股+956股新买入
谷歌AGOOGL
0.05%$22.7万635股$00股+635股新买入
BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV
0.05%$22.2万4,565股$00股+4,565股新买入
摩根士丹利MS
0.05%$20.5万983股$00股+983股新买入

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