13FBOX
ENZI WEALTH · 13F 持仓分析
期权收益计算器 机构排行

ENZI WEALTH

No.5623 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.16亿
环比变动 Q1 2026
+$2,766.9万+9.6%
持仓股票数
76
新买入
6
加仓
22
减仓
39
清仓
0
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
A美国世纪ETF信托AVMV
18.26%17.43%$5,765.9万71.6万股$5,022.1万67.7万股+3.9万股+5.74%加仓
IiShares安硕信托IVV
13.61%12.73%$4,296.4万5.7万股$3,668.0万5.6万股+744股+1.32%加仓
AAvantis·U SAVUV
12.78%11.93%$4,035.3万32.5万股$3,437.3万31.1万股+1.4万股+4.52%加仓
I景顺QQQ信托VOO
7.06%6.02%$2,227.7万3.1万股$1,733.0万3.0万股+928股+3.09%加仓
EEQUABLE SHARES HEDGED EQUITY ETFHEDG
5.58%5.47%$1,763.3万58.5万股$1,575.6万54.4万股+4.2万股+7.66%加仓
EEA SERIES TRUSTFRDM
5.38%5.57%$1,697.8万24.9万股$1,604.0万29.4万股-4.4万股-15.00%减仓
IiShares安硕信托IQLT
4.9%5.04%$1,546.3万31.3万股$1,453.2万31.4万股-1,082股-0.34%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
4.15%4.28%$1,309.9万17.7万股$1,231.6万18.3万股-6,372股-3.47%减仓
埃克森美孚XOM
3.38%8.01%$1,066.1万7.3万股$2,308.3万13.6万股-6.3万股-45.99%减仓
IiShares安硕·COREIJR
2.35%2.34%$741.5万5.1万股$674.1万5.4万股-3,217股-5.93%减仓
EEA SERIES TRUSTBOXX
1.84%1.72%$580.6万4.9万股$494.1万4.2万股+6,957股+16.37%加仓
苹果AAPL
1.37%1.31%$433.1万1.4万股$378.7万1.5万股-1,165股-7.81%减仓
英伟达NVDA
1.35%1.21%$424.8万2.0万股$348.8万2.0万股+59股+0.30%加仓
CADENCE DESIGN SYSTEM COMAYI
1.18%0.96%$374.0万9,925股$275.8万9,927股-2股-0.02%减仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.09%1.09%$344.2万4.3万股$314.7万4.4万股-1,676股-3.79%减仓
PPACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETFPALC
1.08%1.11%$342.0万5.9万股$318.6万6.1万股-2,070股-3.37%减仓
IiShares安硕信托USMV
0.96%1.07%$301.9万3.1万股$307.5万3.3万股-1,995股-6.02%减仓
DDBX ETF信托DBEF
0.94%1.04%$296.5万5.4万股$298.8万6.0万股-6,244股-10.32%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.8%0.87%$252.5万2.2万股$249.8万2.4万股-1,833股-7.58%减仓
V先锋领航指数基金VOO
0.8%0.74%$251.0万3,632股$213.0万3,565股+67股+1.88%加仓
AMD超威AMD
0.69%0.32%$216.3万3,947股$91.5万4,498股-551股-12.25%减仓
IiShares安硕·COREIJH
0.66%0.65%$208.4万2.8万股$186.5万2.8万股-37股-0.13%减仓
J摩根大通交易所交易基金JQUA
0.63%0.61%$198.2万2.7万股$174.6万2.8万股-1,069股-3.75%减仓
亚马逊AMZN
0.61%0.55%$191.4万7,734股$159.7万7,668股+66股+0.86%加仓
DDimensional维度ETF信托DFEM
0.55%0.58%$172.5万4.4万股$167.8万4.9万股-4,521股-9.31%减仓
特斯拉TSLA
0.46%0.47%$146.6万3,700股$136.5万3,673股+27股+0.74%加仓
A美国世纪ETF信托DSPY
0.42%0.47%$132.2万2.1万股$134.8万2.2万股-1,895股-8.43%减仓
帕兰提尔PLTR
0.42%0.5%$131.5万9,831股$143.7万9,827股+4股+0.04%加仓
英特尔INTC
0.41%0.18%$128.0万1.2万股$52.3万1.2万股+18股+0.15%加仓
IiShares安硕·RUSSELLIWB
0.3%0.28%$94.3万2,292股$81.9万2,296股-4股-0.17%减仓
谷歌AGOOGL
0.29%0.26%$92.6万2,576股$74.5万2,591股-15股-0.58%减仓
强生JNJ
0.28%0.3%$89.1万3,510股$86.9万3,555股-45股-1.27%减仓
伊顿ETN
0.28%0.26%$88.3万2,124股$76.0万2,124股00.00%持仓不变
DDELL TECHNOLOGIES INC CLASS CDELL
0.28%0.09%$87.7万1,916股$27.2万1,656股+260股+15.70%加仓
ALTRIAMO
0.24%0.25%$77.0万1.1万股$72.9万1.1万股-73股-0.66%减仓
SSPDR标普500 ETFSPY
0.23%0.22%$73.3万975股$62.4万960股+15股+1.56%加仓
Meta平台META
0.23%0.22%$72.5万1,096股$62.8万1,097股-1股-0.09%减仓
好市多COST
0.22%0.26%$69.3万751股$75.0万752股-1股-0.13%减仓
IiShares安硕信托IVW
0.21%0.2%$64.9万4,706股$57.6万5,091股-385股-7.56%减仓
微软MSFT
0.2%0.22%$64.6万1,678股$64.2万1,734股-56股-3.23%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.18%0.18%$57.8万1,102股$51.4万1,110股-8股-0.72%减仓
伯克希尔哈撒韦BRK.B
0.17%0.18%$54.1万1,102股$53.3万1,112股-10股-0.90%减仓
阿默普莱斯AMP
0.17%0.16%$52.4万1,010股$44.9万1,010股00.00%持仓不变
嘉信理财SCHW
0.16%0.16%$50.6万5,000股$47.0万5,000股00.00%持仓不变
IiShares安硕信托IEFA
0.16%0.16%$50.3万5,194股$47.5万5,246股-52股-0.99%减仓
摩根大通JPM
0.14%0.13%$44.7万1,304股$38.8万1,319股-15股-1.14%减仓
IiShares安硕·S&PIVE
0.13%0.15%$40.6万1,767股$42.3万2,003股-236股-11.78%减仓
NNUTANIXNTNX
0.12%0.09%$36.4万6,568股$25.0万6,568股00.00%持仓不变
艾伯维ABBV
0.11%0.11%$36.3万1,482股$31.9万1,466股+16股+1.09%加仓
IiShares安硕信托IXUS
0.11%0.12%$35.9万3,793股$35.5万4,100股-307股-7.49%减仓

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