13FBOX
SHELTON WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

SHELTON WEALTH MANAGEMENT, LLC

No.6315
最新持仓市值 (Q2 2026)
$2.55亿
环比变动 Q1 2026
+$2,635.3万+11.5%
持仓股票数
126
新买入
17
加仓
54
减仓
52
清仓
18
持股不变
3
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
5.11%5.66%$1,303.5万21.8万股$1,293.5万21.6万股+1,844股+0.85%加仓
IiShares安硕信托IBTH
4.27%4.48%$1,089.1万48.7万股$1,023.7万45.6万股+3.0万股+6.68%加仓
IiShares安硕信托IBTI
4.26%4.47%$1,087.0万49.1万股$1,021.5万45.8万股+3.3万股+7.10%加仓
IiShares安硕信托IBTJ
4.26%4.46%$1,085.1万50.1万股$1,019.8万46.7万股+3.4万股+7.35%加仓
IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL
4.25%4.43%$1,083.8万53.7万股$1,011.4万49.6万股+4.1万股+8.27%加仓
IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK
4.25%4.44%$1,083.4万55.4万股$1,015.8万51.5万股+3.9万股+7.64%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
3.71%4.07%$945.3万8.6万股$931.1万9.6万股-1.0万股-10.52%减仓
IiShares安硕·RUSSELLIWB
2.4%2.37%$611.4万1.5万股$541.2万1.5万股-248股-1.63%减仓
F第一信托交易所交易基金FTCS
2.1%2.23%$534.2万5.7万股$510.7万5.5万股+1,825股+3.31%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.72%1.6%$438.0万4.3万股$365.2万4.6万股-3,604股-7.76%减仓
S嘉信·USSCHX
1.71%1.75%$435.7万14.8万股$401.0万15.6万股-8,344股-5.34%减仓
IiShares安硕信托TLT
1.71%1.89%$434.7万5.0万股$431.2万5.0万股+561股+1.13%加仓
IiShares安硕信托IEI
1.65%1.81%$419.7万3.6万股$413.9万3.5万股+832股+2.38%加仓
AMD超威AMD
1.63%1%$415.5万7,152股$228.5万1.1万股-4,078股-36.31%减仓
泛林集团LRCX
1.51%1.14%$385.5万8,896股$261.7万1.2万股-3,352股-27.37%减仓
F第一信托交易所交易基金RDVY
1.47%1.44%$375.2万4.6万股$329.7万4.8万股-1,992股-4.13%减仓
英伟达NVDA
1.22%1.3%$312.2万1.6万股$296.8万1.7万股-1,414股-8.31%减仓
谷歌AGOOGL
1.19%1.25%$302.8万8,473股$285.8万9,938股-1,465股-14.74%减仓
V先锋领航指数基金VBK
1.13%1.11%$288.1万7,879股$254.5万8,419股-540股-6.41%减仓
美光科技MU
1.12%0.67%$284.5万2,465股$152.3万4,509股-2,044股-45.33%减仓
亚马逊AMZN
1.1%1.22%$279.6万1.2万股$278.5万1.3万股-1,643股-12.29%减仓
IiShares安硕信托IGM
1.06%0.96%$269.9万1.7万股$220.3万1.9万股-2,092股-11.25%减仓
WELLS FARGO NEWWFC
0.97%1.04%$247.2万3.0万股$237.4万3.0万股+103股+0.35%加仓
IiShares安硕·COREIJR
0.96%0.92%$245.1万1.7万股$210.9万1.7万股-440股-2.59%减仓
CSX铁路CSX
0.93%0.91%$237.8万5.0万股$207.5万5.1万股-533股-1.05%减仓
AAPPLOVINAPP
0.93%1.03%$237.5万4,609股$236.0万5,930股-1,321股-22.28%减仓
特斯拉TSLA
0.93%0.85%$236.1万5,614股$193.3万5,200股+414股+7.96%加仓
迈威尔MRVL
0.92%0.66%$235.1万7,892股$149.7万1.5万股-7,225股-47.79%减仓
VertivVRT
0.89%1.05%$226.3万6,759股$239.4万9,552股-2,793股-29.24%减仓
艾默生电气EMR
0.86%0.84%$219.0万1.5万股$192.1万1.5万股+640股+4.37%加仓
IiShares安硕·RUSSELLIWM
0.85%0.79%$217.0万7,223股$180.0万7,259股-36股-0.50%减仓
派克汉尼汾PH
0.84%0.85%$213.5万2,183股$193.2万2,158股+25股+1.16%加仓
阿斯麦ASML
0.84%0.73%$213.1万1,071股$166.3万1,259股-188股-14.93%减仓
卡梅科CCJ
0.83%1.02%$212.6万2.1万股$233.8万2.2万股-646股-3.00%减仓
微软MSFT
0.78%0.9%$200.1万5,363股$206.8万5,587股-224股-4.01%减仓
苹果AAPL
0.77%0.84%$196.8万6,802股$192.5万7,586股-784股-10.33%减仓
应用材料AMAT
0.76%0.51%$194.3万2,688股$115.7万3,386股-698股-20.61%减仓
MERCADOLIBRE COMMELI
0.74%0.76%$189.3万1,115股$172.9万1,000股+115股+11.50%加仓
优步UBER
0.74%0.68%$187.8万2.6万股$154.6万2.1万股+4,539股+21.12%加仓
加拿大太平洋堪萨斯城铁路CP
0.73%0.59%$186.3万2.2万股$134.6万1.7万股+4,397股+25.70%加仓
飞塔FTNT
0.73%0.37%$185.6万1.2万股$85.4万1.0万股+1,625股+15.54%加仓
Arista网络ANET
0.72%0.65%$182.4万1.1万股$149.2万1.2万股-1,411股-11.61%减仓
EQTEQT
0.7%0.92%$178.6万3.4万股$209.9万3.3万股+610股+1.85%加仓
通用动力GD
0.7%0.68%$178.5万5,039股$155.5万4,532股+507股+11.19%加仓
迪尔DE
0.7%$177.4万2,797股$00股+2,797股新买入
自由港麦克莫兰FCX
0.68%0.65%$174.5万2.8万股$149.3万2.5万股+2,352股+9.26%加仓
HalozymeHALO
0.65%0.51%$164.8万2.1万股$116.5万1.8万股+3,025股+16.78%加仓
礼来LLY
0.64%0.47%$163.2万1,361股$107.0万1,163股+198股+17.02%加仓
TwilioTWLO
0.64%0.63%$163.0万7,898股$143.5万1.1万股-3,510股-30.77%减仓
IiShares安硕信托IEFA
0.62%0.63%$158.1万1.6万股$144.9万1.6万股+374股+2.34%加仓

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