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WealthTrust Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

WealthTrust Asset Management, LLC

No.7414 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.85亿
环比变动 Q1 2026
+$1,724.2万+10.3%
持仓股票数
111
新买入
21
加仓
34
减仓
44
清仓
8
持股不变
12
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
EETF OPPORTUNITIES TRUSTWLTG
27.06%27%$4,999.4万133.5万股$4,522.4万133.4万股+541股+0.04%加仓
CC H ROBINSON WORLDWIDE INCHRW
6.69%6.51%$1,235.7万6.6万股$1,089.6万6.6万股00.00%持仓不变
IiShares安硕·RUSSELLIWB
3.91%3.73%$722.2万1.8万股$625.1万1.8万股+106股+0.60%加仓
SSPDR道富系列信托BIL
3.35%3.74%$618.2万6.7万股$625.8万6.8万股-831股-1.22%减仓
IiShares安硕信托AGG
2.87%3.14%$530.6万5.4万股$526.5万5.3万股+573股+1.08%加仓
V先锋领航指数基金VOO
2.78%2.07%$513.3万6,970股$347.5万6,020股+950股+15.78%加仓
苹果AAPL
2.76%2.05%$509.9万1.8万股$344.0万1.4万股+4,064股+29.98%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
2.45%2.71%$452.9万8.9万股$453.7万8.9万股-324股-0.36%减仓
美国合众银行USB
2.42%2.3%$447.0万7.4万股$384.9万7.4万股00.00%持仓不变
英伟达NVDA
2.29%2.01%$422.1万2.1万股$336.3万1.9万股+1,815股+9.41%加仓
V先锋领航·MIDVO
2.06%2.02%$380.9万4.7万股$338.0万1.2万股+3.6万股+301.63%加仓
台积电TSM
1.66%1.3%$307.4万6,437股$218.0万6,451股-14股-0.22%减仓
SSPDR道富系列信托BILS
1.52%6.84%$280.2万2.8万股$1,146.4万11.5万股-8.7万股-75.55%减仓
亚马逊AMZN
1.47%1.48%$271.6万1.1万股$248.3万1.2万股-527股-4.42%减仓
礼来LLY
1.4%1.22%$258.0万2,151股$203.5万2,213股-62股-2.80%减仓
Meta平台META
1.38%1.53%$254.4万4,516股$255.7万4,470股+46股+1.03%加仓
微软MSFT
1.23%1.38%$228.0万6,113股$230.7万6,233股-120股-1.93%减仓
谷歌AGOOGL
1.14%1.7%$210.6万5,893股$284.0万9,877股-3,984股-40.34%减仓
VertivVRT
1.1%0.91%$202.9万6,060股$153.2万6,112股-52股-0.85%减仓
美光科技MU
1.04%$192.5万1,668股$00股+1,668股新买入
B纽约梅隆银行BK
0.98%0.92%$181.3万1.3万股$154.1万1.3万股-453股-3.49%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.96%$177.0万2.0万股$00股+2.0万股新买入
SSPDR黄金信托GLD
0.92%1.23%$169.9万4,613股$205.6万4,778股-165股-3.45%减仓
V先锋领航指数基金VB
0.87%0.83%$161.6万5,330股$139.0万5,307股+23股+0.43%加仓
EMCOREME
0.83%0.83%$152.9万1,842股$139.6万1,891股-49股-2.59%减仓
德文能源DVN
0.78%$143.4万3.5万股$00股+3.5万股新买入
IiShares安硕·7-10YRIEF
0.76%0.83%$139.9万1.5万股$139.0万1.5万股+226股+1.55%加仓
艾伯维ABBV
0.72%0.63%$133.1万5,289股$105.8万4,866股+423股+8.69%加仓
SYNCHRONY FINANCIAL COMSYF
0.7%0.71%$130.2万1.7万股$118.7万1.7万股-335股-1.92%减仓
BBANK OF AMERBAC
0.7%0.69%$129.1万2.3万股$114.8万2.4万股-895股-3.80%减仓
特斯拉TSLA
0.69%0.67%$127.2万3,024股$112.4万3,024股00.00%持仓不变
HCA医疗HCA
0.67%$123.4万3,166股$00股+3,166股新买入
Citizens金融CFG
0.63%0.61%$116.9万1.7万股$102.7万1.7万股-453股-2.64%减仓
博通AVGO
0.62%0.52%$114.9万3,042股$87.8万2,836股+206股+7.26%加仓
V先锋领航指数基金VV
0.62%0.61%$114.9万3,340股$102.4万3,427股-87股-2.54%减仓
第一资本COF
0.61%0.63%$113.5万5,656股$106.3万5,828股-172股-2.95%减仓
雷神技术RTX
0.58%0.68%$107.3万5,657股$113.9万5,905股-248股-4.20%减仓
摩根大通JPM
0.56%0.58%$104.2万3,184股$96.4万3,278股-94股-2.87%减仓
好事达ALL
0.56%$103.8万4,362股$00股+4,362股新买入
阿默普莱斯AMP
0.55%0.59%$101.3万2,208股$98.3万2,212股-4股-0.18%减仓
马拉松石油MPC
0.52%$96.4万3,772股$00股+3,772股新买入
CCALAMOS ETF TRCAIE
0.49%0.51%$91.2万3.4万股$85.1万3.4万股-308股-0.91%减仓
NETFLIXNFLX
0.47%0.65%$87.2万1.2万股$108.3万1.1万股+955股+8.48%加仓
百事可乐PEP
0.45%0.57%$83.9万6,197股$96.0万6,183股+14股+0.23%加仓
DOW COMDOW
0.45%$83.6万3.1万股$00股+3.1万股新买入
CCARNIVAL CORP LTD COMMON SHARESCCL
0.44%0.45%$81.9万2.9万股$76.2万2.9万股-768股-2.61%减仓
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
0.44%0.44%$80.7万2.4万股$73.6万2.4万股-615股-2.52%减仓
IiShares安硕信托PFF
0.43%0.49%$79.2万2.6万股$82.3万2.7万股-1,168股-4.30%减仓
LEIDOS COMLDOS
0.41%0.4%$75.9万7,371股$66.8万4,298股+3,073股+71.50%加仓
ROYAL CARIBBEANRCL
0.4%0.39%$73.7万2,321股$65.6万2,384股-63股-2.64%减仓

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