13FBOX
Upper Left Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Upper Left Wealth Management, LLC

No.7511
最新持仓市值 (Q2 2026)
$1.80亿
环比变动 Q1 2026
+$1,110.2万+6.6%
持仓股票数
73
新买入
5
加仓
40
减仓
24
清仓
0
持股不变
4
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
IiShares黄金信托IAU
6.92%8.28%$1,249.7万16.5万股$1,402.4万15.9万股+6,418股+4.03%加仓
S道富SPYM
5.9%5.45%$1,064.4万12.1万股$922.7万12.1万股+573股+0.48%加仓
AABRDN BLOOMBERGBCI
4.4%5.3%$793.3万35.5万股$898.4万37.0万股-1.5万股-3.99%减仓
V先锋领航·TOTALBNDX
4.3%4.24%$776.0万16.0万股$717.8万14.9万股+1.1万股+7.27%加仓
S嘉信·U.S. REIT ETFSCHH
3.78%3.53%$682.6万28.8万股$598.7万27.9万股+9,676股+3.47%加仓
SSPDR道富系列信托BWX
3.68%4.05%$665.0万30.7万股$685.9万31.2万股-5,778股-1.85%减仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
3.62%3.56%$652.5万21.3万股$603.5万20.0万股+1.3万股+6.49%加仓
S嘉信策略信托SCHF
3.46%3.1%$624.4万22.5万股$524.9万21.2万股+1.3万股+6.29%加仓
S嘉信·USSCHA
3.23%2.79%$583.3万16.1万股$472.9万16.3万股-1,158股-0.71%减仓
IiShares比特币ETFIBIT
3.02%3.43%$544.5万16.4万股$581.6万15.1万股+1.2万股+8.04%加仓
SSPDR道富系列信托BIL
2.95%2.97%$533.2万5.8万股$502.8万5.5万股+3,309股+6.03%加仓
WWORLD GOLD TRGLD
2.74%3.46%$493.8万6.2万股$585.8万6.3万股-1,025股-1.62%减仓
S嘉信策略信托SCHE
2.67%2.63%$481.2万13.3万股$445.1万13.5万股-2,388股-1.77%减仓
S嘉信策略信托SCHR
2.61%2.59%$470.5万19.1万股$438.1万17.6万股+1.5万股+8.49%加仓
IiShares安硕信托MCHI
2.6%3.12%$469.5万9.2万股$527.7万9.4万股-1,899股-2.02%减仓
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
2.6%2.63%$469.1万9.7万股$446.1万9.5万股+2,039股+2.14%加仓
V先锋领航国际股票指数基金VNQI
2.56%2.7%$462.6万10.3万股$458.0万10.3万股+105股+0.10%加仓
S嘉信·USSCHP
2.51%2.59%$452.4万17.1万股$438.7万16.5万股+5,848股+3.55%加仓
VVANECK JPMEMLC
2.32%2.36%$417.9万16.4万股$399.7万15.9万股+4,327股+2.72%加仓
V先锋领航·FSTEVWO
2.2%1.97%$397.5万6.7万股$334.3万6.2万股+4,744股+7.67%加仓
IiShares安硕信托IVV
2.18%1.85%$392.9万5,247股$312.5万4,784股+463股+9.68%加仓
V先锋领航国际股票指数基金VEU
2.12%2.11%$382.8万4.6万股$357.2万4.8万股-1,858股-3.91%减仓
SSTATE ST SPDR EURO STOXX 50FEZ
1.89%1.77%$341.1万5.0万股$299.8万4.8万股+1,369股+2.83%加仓
V先锋领航·FTSEVEA
1.87%1.71%$337.4万4.7万股$289.5万4.5万股+2,181股+4.83%加仓
V先锋领航STAR基金VXUS
1.83%1.64%$330.1万3.9万股$277.0万3.6万股+2,690股+7.49%加仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
1.81%2.37%$326.3万12.6万股$401.9万13.3万股-7,205股-5.42%减仓
V先锋领航国际股票指数基金VSS
1.57%1.53%$282.5万1.8万股$259.8万1.8万股+490股+2.75%加仓
SSPDR标普500 ETFSPY
1.32%1.15%$237.4万3,178股$194.4万2,989股+189股+6.32%加仓
IiShares安硕IEMG
0.87%0.68%$157.0万1.9万股$114.7万1.6万股+2,509股+15.26%加仓
SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX
0.85%0.75%$154.2万3.5万股$127.1万3.0万股+5,126股+17.03%加仓
V先锋领航指数基金VB
0.8%0.66%$144.2万4,756股$111.0万4,239股+517股+12.20%加仓
IiShares安硕·US REAL ESTATE ETFIYR
0.79%0.79%$142.1万1.4万股$133.1万1.4万股-181股-1.29%减仓
IISHARES INTERNATIONAL TREASURY BOND ETFIGOV
0.74%0.45%$134.3万3.3万股$76.9万1.9万股+1.4万股+74.79%加仓
SSPDR DOW JONES INTER REAL ESTATE ETFRWX
0.68%0.6%$122.9万4.6万股$101.7万3.8万股+7,309股+19.13%加仓
EETFS GOLD TRSGOL
0.67%0.31%$121.3万3.2万股$53.1万1.2万股+2.0万股+166.57%加仓
V先锋领航指数基金VNQ
0.67%0.51%$120.7万1.3万股$85.8万9,672股+2,849股+29.46%加仓
SSPDR黄金信托GLD
0.67%0.84%$120.5万3,272股$142.0万3,299股-27股-0.82%减仓
SSPDR道富指数基金SPEM
0.63%0.62%$113.6万2.2万股$104.4万2.2万股-311股-1.40%减仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
0.62%0.53%$112.4万4.3万股$90.3万3.0万股+1.3万股+43.92%加仓
IiShares安硕信托IEI
0.5%0.55%$89.4万7,612股$93.1万7,847股-235股-2.99%减仓
IiShares安硕·MSCI EUROZONE ETFEZU
0.49%0.4%$88.2万1.3万股$68.6万1.1万股+1,734股+15.84%加仓
IiShares安硕·GOLD TRUST MICROIAUM
0.49%$88.1万2.2万股$00股+2.2万股新买入
GRAYSCALE BITCOIN TRUST ETFGBTC
0.49%0.6%$87.7万1.9万股$101.6万1.9万股00.00%持仓不变
V先锋领航指数基金VOO
0.45%0.41%$80.5万1,172股$70.0万1,172股00.00%持仓不变
IiShares安硕·COREIJR
0.44%0.41%$79.1万5,336股$68.8万5,532股-196股-3.54%减仓
SSPDR道富指数基金SPDW
0.41%0.41%$74.8万1.5万股$69.4万1.5万股-361股-2.38%减仓
SSPDR道富系列信托EBND
0.41%0.34%$73.4万3.5万股$57.8万2.8万股+7,078股+25.25%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.39%0.46%$70.3万1.4万股$77.2万1.3万股+693股+5.30%加仓
IiShares安硕·RUSSELLIWM
0.38%0.36%$68.8万2,290股$60.7万2,448股-158股-6.45%减仓
IiShares安硕信托AGG
0.36%0.45%$65.7万1.3万股$75.6万1.5万股-2,115股-14.01%减仓

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