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

ForthRight Wealth Management, LLC

No.4941 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.91亿
环比变动 Q1 2026
+$3,836.3万+10.9%
持仓股票数
76
新买入
7
加仓
27
减仓
22
清仓
6
持股不变
20
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VOO
13.37%13.29%$5,225.6万7.6万股$4,686.1万7.8万股-2,337股-2.98%减仓
S嘉信策略信托SCHD
10.53%11.23%$4,114.5万129.8万股$3,958.2万129.0万股+7,397股+0.57%加仓
S嘉信·USSCHA
8.71%7.87%$3,404.8万94.2万股$2,775.9万95.5万股-1.2万股-1.28%减仓
IiShares安硕信托IUSV
8.3%8.77%$3,242.4万29.4万股$3,090.7万30.2万股-7,915股-2.62%减仓
IiShares安硕·S&PIUSG
8.27%7.64%$3,233.6万17.2万股$2,691.8万17.4万股-1,626股-0.94%减仓
V先锋领航债券指数基金BIV
6.52%6.9%$2,548.2万33.2万股$2,433.6万31.5万股+1.7万股+5.36%加仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
5.64%5.72%$2,203.5万45.6万股$2,016.6万42.2万股+3.4万股+8.07%加仓
AAMPLIFY ETF TRDIVO
5.45%5.31%$2,130.2万46.6万股$1,870.3万41.7万股+4.9万股+11.78%加仓
PProShares信托NOBL
4.67%5.15%$1,826.1万32.5万股$1,815.4万17.1万股+15.4万股+89.88%加仓
V先锋领航·MIDVO
4.04%3.87%$1,580.2万19.6万股$1,362.6万4.7万股+14.9万股+313.35%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
2.95%2.61%$1,152.3万14.0万股$921.1万12.2万股+1.8万股+14.87%加仓
V先锋领航市政债券基金VTEB
1.89%2.11%$739.8万14.6万股$744.3万14.9万股-2,924股-1.96%减仓
SSPDR标普500 ETFSPY
1.59%1.54%$623.0万8,342股$543.2万8,353股-11股-0.13%减仓
AAvantis·U SAVUV
1.37%1.39%$534.3万4.3万股$488.6万4.4万股-1,401股-3.17%减仓
F第一信托交易所交易基金FGD
1.36%1.6%$529.7万16.6万股$563.1万17.6万股-1.1万股-6.10%减仓
AALPS ETF信托IDOG
1.34%1.61%$525.2万12.8万股$567.7万13.6万股-8,772股-6.44%减仓
CCOHEN & STEERS ETF TRUSTCSEN
1.02%$397.8万16.8万股$00股+16.8万股新买入
IiShares安硕·COREIJH
1%0.97%$389.1万5.0万股$343.7万5.1万股-437股-0.86%减仓
VisaV
0.76%0.74%$297.4万8,669股$262.0万8,669股00.00%持仓不变
苹果AAPL
0.74%0.74%$289.1万9,990股$260.5万1.0万股-273股-2.66%减仓
H哈特福德·FDS EXCHANGE TRADEDTRPA
0.65%0.81%$252.7万6.5万股$286.6万7.4万股-8,920股-12.06%减仓
马拉松石油MPC
0.63%0.67%$245.5万9,602股$234.5万9,602股00.00%持仓不变
PROGRESSIVEPGR
0.42%0.42%$164.9万7,548股$149.6万7,548股00.00%持仓不变
F第一信托交易所交易基金FTCS
0.41%0.46%$161.8万1.7万股$160.9万1.7万股-118股-0.68%减仓
宝洁PG
0.39%0.43%$153.0万1.0万股$150.4万1.0万股+15股+0.14%加仓
PPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFSMDV
0.36%0.36%$141.4万1.8万股$126.2万1.8万股+3股+0.02%加仓
HHF SINCLAIRDINO
0.35%0.38%$138.5万2.0万股$133.1万2.1万股-1,440股-6.75%减仓
家得宝HD
0.33%0.34%$128.9万3,655股$120.0万3,648股+7股+0.19%加仓
AAlphabet Inc Class CGOOG
0.32%0.3%$125.5万3,552股$104.2万3,634股-82股-2.26%减仓
南方电力SO
0.32%0.35%$124.7万1.3万股$123.8万1.3万股+204股+1.59%加仓
亚马逊AMZN
0.32%0.3%$124.6万5,227股$106.7万5,121股+106股+2.07%加仓
IIBMIBM
0.31%0.29%$121.7万4,327股$102.4万4,226股+101股+2.39%加仓
V先锋领航斯科茨代尔基金VONG
0.3%0.28%$116.2万9,088股$99.7万9,088股00.00%持仓不变
联合包裹UPSUPS
0.26%0.26%$101.5万9,442股$92.9万9,442股00.00%持仓不变
IiShares安硕信托GVI
0.26%0.28%$100.5万9,337股$99.1万9,337股00.00%持仓不变
IiShares安硕信托PFF
0.26%0.31%$100.4万3.3万股$109.9万3.6万股-3,345股-9.22%减仓
S道富SPYV
0.24%0.25%$93.0万1.5万股$86.5万1.5万股+2股+0.01%加仓
微软MSFT
0.22%0.24%$86.6万2,320股$82.9万2,239股+81股+3.62%加仓
IBOTTAIBTA
0.22%0.26%$86.0万2.5万股$90.8万3.0万股-5,116股-16.89%减仓
AFLAC COMAFL
0.21%0.22%$81.9万6,983股$76.6万6,983股00.00%持仓不变
IiShares安硕信托ITOT
0.2%0.19%$76.7万4,669股$67.0万4,708股-39股-0.83%减仓
沃尔玛WMT
0.18%0.21%$68.4万6,043股$75.1万6,043股00.00%持仓不变
英伟达NVDA
0.17%0.13%$65.0万3,248股$44.4万2,548股+700股+27.47%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.15%0.16%$60.4万2,555股$54.9万2,553股+2股+0.08%加仓
V先锋领航斯科茨代尔基金BSV
0.15%0.16%$57.5万7,280股$56.8万7,163股+117股+1.63%加仓
埃克森美孚XOM
0.14%0.19%$54.8万4,006股$68.0万4,006股00.00%持仓不变
谷歌AGOOGL
0.14%0.12%$52.9万1,479股$41.4万1,439股+40股+2.78%加仓
GGlobal X·URANIUM ETFURA
0.13%0.15%$51.2万1.2万股$52.7万1.1万股+834股+7.66%加仓
Genuine Parts Co ComGPC
0.13%0.13%$50.0万4,238股$44.8万4,235股+3股+0.07%加仓
英特尔INTC
0.13%$49.3万3,531股$00股+3,531股新买入

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