13FBOX
Straight Path Wealth Management · 13F 持仓分析
期权收益计算器 机构排行

Straight Path Wealth Management

No.4697 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.28亿
环比变动 Q1 2026
+$5,346.2万+14.3%
持仓股票数
141
新买入
17
加仓
67
减仓
26
清仓
5
持股不变
31
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
DDimensional维度ETF信托DFAC
19.53%18.9%$8,356.6万188.4万股$7,074.6万182.1万股+6.3万股+3.48%加仓
特斯拉TSLA
11.64%11.76%$4,979.7万11.8万股$4,402.8万11.8万股-40股-0.03%减仓
DDimensional维度ETF信托DFIC
9.25%9.9%$3,956.0万106.2万股$3,707.6万104.4万股+1.8万股+1.75%加仓
DDimensional维度ETF信托DFGP
6.59%7.05%$2,817.8万51.7万股$2,639.6万48.9万股+2.9万股+5.83%加仓
IiShares安硕信托MTUM
5.75%4.87%$2,458.0万7.2万股$1,821.8万7.6万股-4,213股-5.55%减仓
DDimensional维度ETF信托DFEM
4.28%4.24%$1,833.0万45.1万股$1,585.7万45.9万股-7,926股-1.73%减仓
IiShares安硕信托IMTM
3.72%3.78%$1,593.2万29.9万股$1,416.3万29.5万股+3,799股+1.29%加仓
I景顺自营指数基金BSCS
2.66%2.94%$1,139.5万56.0万股$1,101.1万53.9万股+2.0万股+3.78%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
2.6%2.92%$1,112.8万59.9万股$1,093.9万58.6万股+1.3万股+2.19%加仓
I景顺自营指数基金BSCR
2.55%2.84%$1,091.7万55.7万股$1,063.2万54.2万股+1.5万股+2.73%加仓
I景顺自营指数基金BSCQ
2.29%2.52%$978.7万50.1万股$942.6万48.3万股+1.9万股+3.85%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
2.02%2.03%$862.8万33.0万股$761.8万32.2万股+7,735股+2.40%加仓
IiShares安硕信托STIP
1.69%1.84%$723.5万7.1万股$690.5万6.7万股+4,058股+6.08%加仓
IiShares安硕信托IVV
1.3%1.13%$554.2万7,400股$424.0万6,490股+910股+14.02%加仓
V先锋领航·TOTALBND
1.1%0.59%$470.4万6.4万股$220.9万3.0万股+3.4万股+113.63%加仓
I景顺自营指数基金BSCU
1.06%1.21%$454.0万27.3万股$454.3万27.2万股+1,031股+0.38%加仓
I景顺自营指数基金BSCV
1.01%1.16%$432.1万26.4万股$432.4万26.3万股+1,009股+0.38%加仓
I景顺自营指数基金BSCW
0.88%0.99%$375.5万18.3万股$369.6万18.0万股+3,540股+1.97%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
0.83%0.86%$353.5万7.2万股$322.0万7.0万股+2,386股+3.41%加仓
IiShares安硕信托IBHH
0.75%0.8%$320.8万13.6万股$300.7万12.8万股+8,379股+6.54%加仓
AASTERA LABSALAB
0.71%0.18%$301.9万6,250股$68.5万6,250股00.00%持仓不变
IiShares安硕信托IBHI
0.7%0.72%$300.2万12.8万股$271.4万11.7万股+1.2万股+10.14%加仓
IISHARES IBONDS 2027 TERMIBHG
0.7%0.75%$298.8万13.5万股$282.3万12.8万股+7,757股+6.08%加仓
IiShares安硕信托IBHF
0.66%0.72%$282.8万12.5万股$271.2万11.8万股+6,677股+5.65%加仓
帕兰提尔PLTR
0.49%0.69%$209.5万1.8万股$257.6万1.8万股+350股+1.99%加仓
IiShares安硕信托IBHJ
0.46%0.52%$196.3万7.4万股$193.9万7.4万股+217股+0.29%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.45%0.18%$191.7万7,050股$67.6万7,200股-150股-2.08%减仓
DDimensional维度ETF信托DFSD
0.42%0.19%$179.7万3.8万股$71.8万1.5万股+2.3万股+151.05%加仓
V先锋领航·TOTALBNDX
0.4%0.21%$172.6万3.6万股$79.2万1.6万股+1.9万股+116.05%加仓
IiShares安硕信托HDV
0.4%0.33%$170.3万6.2万股$124.5万9,170股+5.3万股+577.68%加仓
IiShares安硕信托IBHK
0.39%0.44%$168.1万6.5万股$164.8万6.5万股+479股+0.74%加仓
Bloom EnergyBE
0.39%0.2%$166.5万5,500股$74.5万5,500股00.00%持仓不变
IInnovator ETF信托PAPR
0.31%0.33%$130.9万3.1万股$121.7万3.1万股+449股+1.47%加仓
辉瑞PFE
0.3%0.41%$130.2万5.4万股$151.8万5.4万股00.00%持仓不变
IInnovator ETF信托IJUL
0.29%0.31%$126.1万3.5万股$117.0万3.5万股+413股+1.19%加仓
IISHARES TRIBHL
0.29%0.32%$124.9万4.9万股$121.0万4.8万股+1,224股+2.55%加仓
相干公司COHR
0.29%0.2%$124.3万3,150股$75.0万3,150股00.00%持仓不变
艾伯维ABBV
0.26%0.26%$111.2万4,418股$96.6万4,440股-22股-0.50%减仓
苹果AAPL
0.26%0.26%$110.8万3,830股$98.5万3,880股-50股-1.29%减仓
IInnovator ETF信托PSEP
0.23%0.25%$98.8万2.1万股$92.4万2.1万股00.00%持仓不变
IiShares安硕信托IBTH
0.23%0.26%$98.6万4.4万股$97.2万4.3万股+708股+1.63%加仓
IiShares安硕信托IBDR
0.23%0.22%$96.7万4.0万股$83.4万3.4万股+5,483股+15.93%加仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
0.22%0.26%$95.2万1.9万股$98.4万1.9万股+175股+0.93%加仓
LYONDELLBASELL INDUSTRIES SHS - A -LYB
0.21%0.37%$89.5万1.7万股$137.0万1.7万股00.00%持仓不变
EEA SERIES TRUSTBOXX
0.21%0.24%$88.7万7,574股$88.6万7,620股-46股-0.60%减仓
RobinhoodHOOD
0.2%0.16%$86.7万8,645股$59.9万8,645股00.00%持仓不变
天弘CLS
0.2%0.18%$85.7万2,350股$66.2万2,350股00.00%持仓不变
AARK·ETF TRARKK
0.19%0.18%$82.3万1.0万股$67.5万9,985股+201股+2.01%加仓
IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG
0.19%0.23%$81.9万3.6万股$86.7万3.8万股-2,059股-5.44%减仓
Old National Bancorp CORP COMMONONB
0.19%0.19%$81.5万3.1万股$69.6万3.1万股00.00%持仓不变

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