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

Guided Capital Wealth Management, LLC

No.7679 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.71亿
环比变动 Q1 2026
+$1,943.7万+12.8%
持仓股票数
35
新买入
3
加仓
10
减仓
13
清仓
2
持股不变
9
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
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
21.96%21.76%$3,755.4万62.9万股$3,297.6万55.2万股+7.7万股+13.98%加仓
CCAPITAL CORE EQUITY ETCGUS
6.44%6.17%$1,101.1万24.8万股$934.9万24.3万股+4,225股+1.74%加仓
HHARBOR ETF TRUSTINFO
6.28%$1,074.5万39.5万股$00股+39.5万股新买入
F第一信托交易所交易基金RDVY
5.57%5.27%$951.8万11.7万股$799.2万11.7万股+369股+0.32%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
5.29%5.11%$905.1万30.8万股$774.9万25.0万股+5.9万股+23.45%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
5.12%3.44%$875.8万17.4万股$521.5万10.4万股+7.0万股+67.90%加仓
J摩根大通交易所交易基金JGRO
5.01%4.82%$857.1万8.7万股$730.9万8.6万股+460股+0.53%加仓
F第一信托交易所交易基金VIDEED
4.98%5.95%$851.0万39.8万股$901.4万42.3万股-2.5万股-5.81%减仓
J摩根大通交易所交易基金JBND
4.88%5.76%$835.2万15.6万股$873.1万16.2万股-6,266股-3.86%减仓
F第一信托交易所交易基金FYC
4.79%4.49%$818.4万6.1万股$680.1万6.1万股+24股+0.04%加仓
IiShares安硕·RUSSELLIWM
3.11%4.07%$531.5万1.8万股$617.2万2.5万股-7,197股-28.92%减仓
CCARPENTER TECHNOLOGYCRS
3.06%2.34%$523.1万8,481股$354.6万8,997股-516股-5.74%减仓
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
2.97%2.4%$508.2万4.6万股$363.9万4.6万股-197股-0.43%减仓
QUANTA SVCSPWR
2.35%2.75%$401.6万5,578股$417.4万7,602股-2,024股-26.62%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
2.08%2.25%$356.4万13.2万股$340.6万11.9万股+1.3万股+11.06%加仓
谷歌AGOOGL
1.8%1.66%$307.2万8,595股$251.4万8,742股-147股-1.68%减仓
英伟达NVDA
1.78%1.73%$305.2万1.5万股$263.0万1.5万股+174股+1.15%加仓
NateraNTRA
1.68%1.4%$287.1万1.1万股$212.2万1.1万股-36股-0.34%减仓
EESTABLISHMENT LABSESTA
1.42%1.06%$243.4万2.8万股$161.1万2.8万股-6股-0.02%减仓
埃克森美孚XOM
1.33%1.86%$227.3万1.7万股$282.1万1.7万股00.00%持仓不变
HUNTINGTON INGALLS INDS COMHII
1.29%2.01%$221.2万7,904股$304.7万8,020股-116股-1.45%减仓
微软MSFT
1.23%1.45%$210.7万5,648股$219.6万5,933股-285股-4.80%减仓
帕兰提尔PLTR
1.07%1.52%$182.7万1.6万股$231.0万1.6万股-132股-0.84%减仓
ServiceNowNOW
0.99%0.91%$169.1万1.7万股$137.5万1.3万股+3,879股+29.50%加仓
TTHIRD COAST BANCSHARES INC COMTCBX
0.53%0.61%$89.8万2.2万股$93.2万2.5万股-2,400股-9.74%减仓
G高盛ETF信托GINC
0.45%0.43%$77.6万1.3万股$64.7万1.3万股00.00%持仓不变
V先锋领航指数基金VOO
0.44%0.43%$75.4万1,098股$65.6万1,098股00.00%持仓不变
IINVESCO QQQ INCOME ADVANTAGE ETFQQA
0.44%0.43%$74.9万1.3万股$64.9万1.3万股00.00%持仓不变
G高盛ETF信托GINC
0.42%0.43%$72.6万1.3万股$65.4万1.3万股00.00%持仓不变
J摩根大通交易所交易基金JEPI
0.4%0.45%$67.7万1.2万股$67.9万1.2万股00.00%持仓不变
IiShares安硕信托IVV
0.32%0.32%$55.1万736股$48.1万736股00.00%持仓不变
IiShares安硕·DOW JONES U.S. ETFIYY
0.19%0.18%$31.7万1,738股$27.5万1,738股00.00%持仓不变
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.16%0.18%$27.0万5,323股$27.1万5,323股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.12%$20.8万4,112股$00股+4,112股新买入
ALPHATECATEC
0.05%$8.7万1.0万股$00股+1.0万股新买入

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