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

WT Wealth Management

No.5186 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.61亿
环比变动 Q1 2026
+$2,471.9万+7.3%
持仓股票数
138
新买入
17
加仓
58
减仓
49
清仓
17
持股不变
14
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·U.S. BROAD MARKET ETFSCHB
9.32%8.76%$3,364.0万116.2万股$2,945.8万117.4万股-1.2万股-1.03%减仓
EETFS GOLD TRSGOL
4.35%5.66%$1,571.5万41.1万股$1,903.6万42.7万股-1.6万股-3.65%减仓
VanEck ETF信托SMH
3.53%2.67%$1,273.1万1.9万股$896.8万2.3万股-3,981股-17.02%减仓
英伟达NVDA
3.37%3.19%$1,217.5万6.1万股$1,072.5万6.1万股-644股-1.05%减仓
AAlphabet Inc Class CGOOG
3.27%2.92%$1,180.8万3.3万股$981.3万3.4万股-789股-2.31%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
2.9%3.31%$1,048.5万20.8万股$1,113.8万22.1万股-1.3万股-5.88%减仓
J骏利亨德森JAAA
2.79%3.11%$1,008.3万20.0万股$1,047.1万20.8万股-8,176股-3.93%减仓
亚马逊AMZN
2.67%2.47%$962.4万4.0万股$829.3万4.0万股+558股+1.40%加仓
苹果AAPL
2.54%2.18%$916.1万3.2万股$734.7万2.9万股+2,712股+9.37%加仓
S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI
2.42%2.3%$873.6万38.6万股$772.5万34.1万股+4.5万股+13.29%加仓
TTidal·TRUST IIIPOW
2.15%1.63%$777.5万25.1万股$549.9万22.7万股+2.4万股+10.59%加仓
HHARBOR ETF TRUSTSIHY
1.8%1.68%$650.7万14.3万股$564.3万12.6万股+1.7万股+13.40%加仓
J骏利Detroit策略信托JBBB
1.78%1.68%$642.3万13.6万股$565.8万12.1万股+1.4万股+11.72%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.77%2.22%$639.9万12.7万股$746.6万14.8万股-2.1万股-14.22%减仓
I景顺交易所交易基金信托PPA
1.76%1.56%$635.3万3.6万股$524.0万3.2万股+4,338股+13.72%加仓
GGlobal X基金PAVE
1.66%1.52%$598.0万10.1万股$512.5万10.1万股+634股+0.63%加仓
Meta平台META
1.64%1.28%$591.6万1.1万股$431.5万7,542股+2,960股+39.25%加仓
VanEck ETF信托PPH
1.63%1.56%$588.2万5.4万股$523.4万5.0万股+3,402股+6.75%加仓
S嘉信策略信托SCHF
1.62%1.57%$586.3万21.2万股$526.4万21.3万股-1,024股-0.48%减仓
微软MSFT
1.61%1.32%$581.2万1.6万股$444.3万1.2万股+3,578股+29.81%加仓
IiShares安硕信托ICSH
1.59%2.45%$573.3万11.3万股$823.6万16.3万股-4.9万股-30.34%减仓
GGlobal X基金AIQ
1.46%0.17%$528.4万8.1万股$58.8万1.3万股+6.8万股+539.35%加仓
S嘉信策略信托SCHR
1.42%1.47%$514.5万20.9万股$496.1万19.9万股+9,490股+4.77%加仓
特斯拉TSLA
1.3%0.89%$469.5万1.1万股$298.3万8,025股+3,138股+39.10%加仓
好市多COST
1.1%1.09%$395.4万4,227股$367.3万3,686股+541股+14.68%加仓
IiShares安硕信托ITOT
1.09%0.99%$392.6万2.4万股$332.5万2.4万股+475股+2.02%加仓
BBONDBLOXX ETF TRUSTPCMM
0.98%1.25%$354.5万7.1万股$418.8万8.5万股-1.4万股-16.55%减仓
高盛GS
0.95%$342.7万3,388股$00股+3,388股新买入
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
0.9%0.85%$324.8万10.4万股$286.2万9.1万股+1.3万股+13.95%加仓
VisaV
0.89%0.79%$320.9万9,354股$266.9万8,830股+524股+5.93%加仓
SSTATE STREET ULTRA SHORTTERM BOND ETFULST
0.89%0.86%$320.7万7.9万股$289.8万7.2万股+7,782股+10.88%加仓
V先锋领航指数基金VOO
0.89%0.56%$319.7万4,341股$187.6万3,250股+1,091股+33.57%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.86%0.73%$311.8万3.0万股$246.7万3.1万股-880股-2.81%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.83%0.83%$300.5万12.5万股$278.2万11.5万股+9,882股+8.62%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.83%0.87%$299.1万4.0万股$292.2万4.0万股-9股-0.02%减仓
AABRDN SILVER ETF TRUSTSIVR
0.79%1.11%$285.7万5.1万股$372.6万5.2万股-1,208股-2.32%减仓
GGlobal X基金HEAL
0.72%0.72%$258.4万9.4万股$240.9万10.1万股-7,448股-7.37%减仓
IiShares安硕·S&P 100 ETFIWO
0.7%0.53%$253.4万6,926股$178.8万5,621股+1,305股+23.22%加仓
万事达MA
0.7%0.61%$251.7万4,901股$204.0万4,083股+818股+20.03%加仓
TTORTOISE CAPITAL SERIES TRUSTCAI
0.7%$251.4万4.5万股$00股+4.5万股新买入
V先锋领航全球基金MGV
0.69%0.46%$249.1万1.5万股$154.7万1.1万股+4,568股+42.81%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
0.68%0.48%$244.6万2.1万股$160.5万1.5万股+5,434股+35.55%加仓
FFLEXSHARES QUALITYQDEF
0.66%0.47%$240.1万2.8万股$157.5万2.0万股+7,856股+39.81%加仓
IiShares安硕·MSCIQUAL
0.66%0.44%$239.9万1.1万股$149.4万7,788股+3,143股+40.36%加仓
REDDIT CL ARDDT
0.65%0.48%$234.6万1.4万股$162.0万1.2万股+1,480股+12.30%加仓
Live NationLYV
0.64%0.54%$230.7万1.3万股$180.5万1.2万股+766股+6.47%加仓
VVanEck Russia ETFBBH
0.63%0.77%$229.3万2.6万股$258.4万2.9万股-3,465股-11.80%减仓
沃尔玛WMT
0.63%1.07%$227.4万2.0万股$359.9万2.9万股-8,883股-30.67%减仓
ExpediaEXPE
0.62%0.51%$225.0万8,792股$170.2万7,373股+1,419股+19.25%加仓
RobinhoodHOOD
0.62%0.44%$224.1万2.2万股$146.4万2.1万股+1,222股+5.78%加仓

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