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

Element Wealth, LLC

No.6159 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.67亿
环比变动 Q1 2026
+$2,477.1万+10.2%
持仓股票数
212
新买入
16
加仓
75
减仓
105
清仓
10
持股不变
16
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
IiShares安硕信托IVV
8.68%8.33%$2,319.1万3.1万股$2,019.3万3.1万股+53股+0.17%加仓
IiShares安硕信托ITOT
3.94%3.81%$1,052.7万6.4万股$921.9万6.5万股-643股-0.99%减仓
S嘉信·USSCHX
3.68%3.55%$982.7万33.4万股$859.2万33.5万股-1,189股-0.35%减仓
AAMPLIFY ETF TRDIVO
2.83%3.14%$756.5万16.6万股$760.7万17.0万股-4,071股-2.40%减仓
IiShares安硕信托ICSH
2.76%3.3%$738.2万14.6万股$800.6万15.8万股-1.2万股-7.79%减仓
IiShares安硕信托AGG
2.36%2.56%$629.3万6.4万股$620.8万6.3万股+1,042股+1.67%加仓
AALPS ETF信托AMLP
2.32%2.73%$620.6万12.0万股$661.0万12.6万股-5,864股-4.67%减仓
SSPDR标普500 ETFSPY
2.1%2.03%$560.8万7,509股$492.6万7,574股-65股-0.86%减仓
IiShares安硕IEMG
2.04%1.87%$544.6万6.6万股$454.2万6.5万股+621股+0.95%加仓
IiShares安硕·COREIJR
1.94%1.88%$517.6万3.5万股$456.3万3.7万股-1,808股-4.93%减仓
IiShares安硕信托IEFA
1.82%1.86%$484.8万5.0万股$449.5万5.0万股+545股+1.10%加仓
G通用动力VTI
1.72%1.65%$460.7万1.2万股$400.5万1.2万股-35股-0.28%减仓
IiShares安硕·COREIJH
1.57%1.54%$419.6万5.4万股$373.1万5.5万股-837股-1.51%减仓
S嘉信策略信托SCHM
1.46%1.36%$390.9万10.6万股$329.1万10.6万股-281股-0.26%减仓
IiShares安硕信托GJS
1.45%1.61%$388.2万17.0万股$391.0万17.1万股-252股-0.15%减仓
S嘉信·USSCHA
1.39%1.24%$371.8万10.3万股$300.2万10.3万股-316股-0.31%减仓
EEXCHANGE TRADED CONCEPTS TRUTHNQ
1.22%0.69%$324.8万3.6万股$166.5万2.8万股+7,388股+26.18%加仓
V先锋领航白厅基金VYMI
1.21%1.29%$322.1万3.3万股$313.5万3.3万股-467股-1.40%减仓
PPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSPDO
1.11%1.2%$296.3万22.4万股$290.3万22.4万股-369股-0.16%减仓
PIMCO高收益基金PHK
1.06%1.18%$283.5万19.5万股$285.4万19.8万股-3,160股-1.60%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.99%1.01%$264.9万1.8万股$245.9万1.9万股-1,100股-5.73%减仓
摩根大通JPM
0.97%0.98%$260.1万7,946股$238.1万8,093股-147股-1.82%减仓
苹果AAPL
0.96%0.92%$255.4万8,825股$223.2万8,795股+30股+0.34%加仓
VanEck ETF信托SMH
0.95%0.55%$253.0万3,858股$133.5万3,481股+377股+10.83%加仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.94%0.8%$251.3万6.0万股$192.9万5.3万股+6,771股+12.73%加仓
IiShares安硕信托IXUS
0.92%0.93%$244.9万2.6万股$226.3万2.6万股-453股-1.73%减仓
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
0.76%0.74%$203.0万6.0万股$180.5万6.0万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.76%0.79%$202.8万4,052股$191.9万4,005股+47股+1.17%加仓
IiShares安硕信托IDV
0.75%0.98%$199.5万4.8万股$238.4万5.6万股-7,856股-14.02%减仓
HHARTFORD SCHRODERS TAX-AWARE BOND ETFHTAB
0.69%0.76%$183.4万9.6万股$183.8万9.7万股-1,142股-1.18%减仓
沃尔玛WMT
0.69%0.84%$183.2万1.6万股$202.7万1.6万股-134股-0.82%减仓
F第一信托交易所交易基金RDVY
0.68%0.7%$181.9万2.2万股$169.3万2.5万股-2,354股-9.49%减仓
雪佛龙CVX
0.68%0.93%$180.4万1.1万股$225.6万1.1万股-20股-0.18%减仓
F富达Covington信托FDVV
0.67%0.62%$178.9万3.0万股$151.1万2.7万股+2,322股+8.49%加仓
F富达Covington信托FENI
0.66%0.57%$176.1万4.4万股$138.9万3.7万股+6,521股+17.46%加仓
FIRST INTST BANCSYSTEMFIBK
0.66%0.62%$175.6万4.8万股$150.0万4.4万股+3,657股+8.23%加仓
IiShares安硕信托IEUR
0.64%0.66%$171.9万2.3万股$161.1万2.3万股-46股-0.20%减仓
礼来LLY
0.64%0.55%$170.3万1,420股$133.2万1,448股-28股-1.93%减仓
A美国世纪ETF信托AVUS
0.63%0.52%$169.3万1.3万股$125.1万1.1万股+1,966股+17.47%加仓
J骏利亨德森JAAA
0.62%0.72%$164.7万3.3万股$174.8万3.5万股-2,082股-6.00%减仓
B贝莱德·ETF TRUST IIBINC
0.61%0.67%$164.1万3.1万股$161.9万3.1万股+184股+0.59%加仓
PPIMCO太平洋投资管理ETFPYLD
0.61%0.65%$163.8万6.2万股$158.1万6.0万股+1,418股+2.35%加仓
Meta平台META
0.61%0.69%$163.5万2,902股$167.0万2,919股-17股-0.58%减仓
C资本集团固定收益ETF信托CGMS
0.6%0.64%$159.4万5.8万股$155.4万5.7万股+1,248股+2.19%加仓
J摩根大通交易所交易基金JPIE
0.58%0.65%$156.0万3.4万股$157.4万3.4万股-292股-0.85%减仓
SSPDR道富指数基金QEFA
0.57%0.61%$153.0万1.6万股$148.5万1.6万股+17股+0.11%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.57%0.61%$151.7万2,157股$147.7万2,395股-238股-9.94%减仓
微软MSFT
0.53%0.7%$142.8万3,828股$169.7万4,585股-757股-16.51%减仓
埃克森美孚XOM
0.52%0.73%$139.6万1.0万股$176.3万1.0万股-179股-1.72%减仓
AAlphabet Inc Class CGOOG
0.52%0.47%$138.3万3,913股$114.0万3,976股-63股-1.58%减仓

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