13FBOX
Collaborative Wealth Managment Inc. · 13F 持仓分析
期权收益计算器 机构排行

Collaborative Wealth Managment Inc.

No.6539 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.38亿
环比变动 Q1 2026
+$2,058.7万+9.5%
持仓股票数
167
新买入
17
加仓
63
减仓
67
清仓
10
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
IINNOVATOR ETFSBUFF
8.82%8.55%$2,102.7万39.9万股$1,861.6万37.7万股+2.2万股+5.94%加仓
IiShares安硕信托STIP
6.33%6.29%$1,510.4万14.8万股$1,370.3万13.2万股+1.5万股+11.60%加仓
F第一信托交易所交易基金VIUCON
6.31%6.46%$1,504.1万60.5万股$1,406.7万56.8万股+3.7万股+6.45%加仓
SSPDR道富指数基金SPDW
5.77%6.11%$1,374.8万27.3万股$1,330.3万29.1万股-1.9万股-6.38%减仓
AAvantis·U SAVUV
4.78%4.96%$1,140.8万9.1万股$1,080.4万9.8万股-6,362股-6.51%减仓
S道富SPMD
4.66%4.76%$1,112.0万16.5万股$1,036.8万17.5万股-1.0万股-5.99%减仓
A美国世纪ETF信托AVEM
3.83%3.75%$912.4万9.5万股$817.3万10.1万股-6,874股-6.78%减仓
SSPDR道富系列信托SPYG
3.58%2.87%$854.0万7.2万股$624.6万6.4万股+7,976股+12.50%加仓
S道富SPYV
3.08%2.75%$735.4万12.1万股$599.4万10.6万股+1.5万股+14.20%加仓
I景顺·NASDAQ 100 ETFQQQM
2.9%2.53%$691.7万2.3万股$550.4万2.3万股-330股-1.42%减仓
苹果AAPL
2.54%2.46%$605.5万2.1万股$534.9万2.1万股-151股-0.72%减仓
J摩根大通交易所交易基金JQUA
2.24%2.1%$533.7万7.4万股$457.6万7.5万股-785股-1.05%减仓
SSTATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETFONEY
2.16%2.09%$515.0万4.0万股$454.5万3.8万股+2,346股+6.20%加仓
SSPDR道富系列信托SPTM
2.12%2.1%$506.4万5.6万股$458.0万5.8万股-2,158股-3.72%减仓
GGlobal X基金MLPX
1.6%1.35%$382.0万5.2万股$293.9万4.0万股+1.2万股+30.49%加仓
WWORLD GOLD TRGLD
1.55%1.63%$369.1万4.6万股$355.7万3.8万股+8,098股+21.10%加仓
J摩根大通交易所交易基金JEPI
1.35%1.16%$322.1万5.7万股$252.8万4.5万股+1.2万股+27.84%加仓
麦当劳MCD
1.23%1.55%$294.0万1.1万股$338.0万1.1万股00.00%持仓不变
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.17%1.13%$278.4万5.7万股$246.8万4.9万股+8,627股+17.76%加仓
G通用动力VTI
0.96%0.93%$228.7万6,181股$203.2万6,334股-153股-2.42%减仓
WWisdomTree·GLOBAL EX-U.S. QUALITY GROWTH FUNDDNL
0.95%1.1%$227.2万4.9万股$239.5万5.9万股-1.0万股-17.09%减仓
I景顺交易所交易基金IIPZA
0.95%0.81%$226.0万9.6万股$177.5万7.7万股+1.9万股+24.39%加仓
WWisdomTree信托DEM
0.91%0.8%$217.4万4.0万股$174.6万3.5万股+5,281股+15.03%加仓
SSPDR道富系列信托HYMB
0.89%0.99%$211.8万8.3万股$216.7万8.7万股-4,104股-4.70%减仓
S道富SPTI
0.76%0.74%$182.3万6.4万股$160.3万5.6万股+8,303股+14.85%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.66%0.62%$158.1万3.1万股$135.1万2.7万股+4,569股+17.03%加仓
SSPDR行业精选信托XLE
0.61%0.78%$144.9万2.7万股$170.5万2.8万股-557股-2.00%减仓
V先锋领航白厅基金VYM
0.57%0.59%$136.5万8,640股$127.5万8,612股+28股+0.33%加仓
VANECK REAL ASSETS ETFRAAX
0.56%0.44%$133.3万3.4万股$96.9万2.4万股+9,792股+41.14%加仓
I景顺QQQ信托VOO
0.55%0.48%$131.6万1,787股$105.1万1,821股-34股-1.87%减仓
SSPDR道富系列信托SPMB
0.53%0.77%$126.4万5.7万股$168.5万7.5万股-1.9万股-24.75%减仓
SSPDR道富指数基金SPEM
0.49%0.54%$118.0万2.3万股$117.3万2.5万股-2,223股-8.89%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.49%0.49%$117.1万4,950股$106.4万4,946股+4股+0.08%加仓
S道富SPIB
0.49%0.49%$116.6万3.5万股$106.9万3.2万股+2,975股+9.34%加仓
特斯拉TSLA
0.47%0.46%$112.9万2,684股$100.2万2,696股-12股-0.45%减仓
SSPDR标普500 ETFSPY
0.47%0.4%$112.0万1,500股$87.0万1,337股+163股+12.19%加仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.44%0.44%$104.3万4.1万股$96.4万3.9万股+2,546股+6.55%加仓
V先锋领航全球基金VGT
0.43%0.34%$102.9万8,608股$75.1万1,076股+7,532股+700.00%加仓
J摩根大通交易所交易基金JMUB
0.42%0.44%$100.5万2.0万股$95.5万1.9万股+748股+3.92%加仓
J摩根大通交易所交易基金JMST
0.42%0.43%$100.5万2.0万股$94.1万1.8万股+1,249股+6.77%加仓
IiShares安硕信托HDV
0.42%0.45%$99.5万3.6万股$98.8万7,278股+2.9万股+398.83%加仓
I景顺·BUYBACK ACHIEVERS ETFPKW
0.41%0.42%$98.6万6,959股$91.3万6,959股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.41%0.42%$98.4万1.7万股$91.1万1.7万股+75股+0.43%加仓
英伟达NVDA
0.37%0.34%$88.9万4,441股$74.4万4,267股+174股+4.08%加仓
V先锋领航指数基金VOO
0.37%0.35%$87.4万1,272股$75.6万1,265股+7股+0.55%加仓
V先锋领航全球基金MGV
0.33%0.32%$78.6万4,807股$69.8万4,814股-7股-0.15%减仓
S道富SPSM
0.33%0.33%$78.3万1.4万股$71.2万1.5万股-1,152股-7.82%减仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
0.33%$77.5万1.9万股$00股+1.9万股新买入
IInnovator ETF信托PAPR
0.32%0.39%$77.2万1.8万股$84.3万2.1万股-2,898股-13.68%减仓
S道富XLI
0.31%0.3%$72.9万3,938股$65.4万4,042股-104股-2.57%减仓

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