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

Clientfirst Wealth Management, LLC

No.8787 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.22亿
环比变动 Q1 2026
+$325.6万+2.7%
持仓股票数
53
新买入
5
加仓
5
减仓
1
清仓
2
持股不变
42
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
DILLARDSDDS
46.95%52.2%$5,715.4万10.8万股$6,184.6万10.8万股+59股+0.05%加仓
IiShares安硕·RUSSELLIWF
11.46%10.17%$1,394.9万11.2万股$1,205.2万2.8万股+8.4万股+297.45%加仓
SSPDR标普500 ETFSPY
4.88%4.36%$593.7万7,950股$517.0万7,950股00.00%持仓不变
V先锋领航指数基金VOO
3.89%3.49%$474.0万6,902股$413.5万6,920股-18股-0.26%减仓
苹果AAPL
3.57%3.21%$434.1万1.5万股$380.7万1.5万股00.00%持仓不变
IiShares安硕信托IWD
2.88%2.61%$351.0万1.4万股$309.4万1.4万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
2.86%2.43%$348.6万1.2万股$287.8万1.2万股00.00%持仓不变
V先锋领航·FTSEVEA
2.28%2.11%$277.7万3.9万股$249.7万3.9万股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
2.16%1.95%$263.1万3,741股$230.7万3,741股00.00%持仓不变
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
1.8%1.72%$219.3万1.0万股$203.9万1.0万股00.00%持仓不变
IiShares安硕信托IVV
1.47%1.32%$179.1万2,391股$156.2万2,391股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.89%0.83%$108.4万5,096股$97.8万5,096股00.00%持仓不变
AARK·ETF TRARKG
0.82%0.51%$99.5万2.4万股$60.2万2.3万股+852股+3.74%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.79%0.81%$96.0万1.2万股$96.5万1.2万股00.00%持仓不变
卡特彼勒CAT
0.76%0.52%$92.5万869股$61.6万869股00.00%持仓不变
IiShares安硕·S&PIVE
0.76%0.72%$92.3万4,066股$85.9万4,066股00.00%持仓不变
IiShares比特币ETFIBIT
0.61%0.52%$74.6万2.2万股$61.0万1.6万股+6,527股+41.08%加仓
特斯拉TSLA
0.59%0.54%$71.9万1,710股$63.6万1,710股00.00%持仓不变
SSTATE STREET SPDR DOW JONES REIT ETFRWR
0.58%0.53%$70.6万6,252股$63.1万6,252股00.00%持仓不变
V先锋领航·FSTEVWO
0.56%0.52%$68.2万1.1万股$61.8万1.1万股00.00%持仓不变
IiShares安硕信托PFF
0.5%0.51%$60.8万2.0万股$60.5万2.0万股00.00%持仓不变
帕兰提尔PLTR
0.44%0.57%$53.4万4,580股$67.0万4,580股00.00%持仓不变
VVanEck ETF信托GDX
0.43%0.54%$52.8万7,000股$64.2万7,000股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.42%0.4%$51.2万4,930股$47.9万4,930股00.00%持仓不变
IiShares安硕信托IJK
0.42%0.37%$50.8万4,324股$43.5万4,324股00.00%持仓不变
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.41%0.49%$50.0万9,793股$57.8万9,793股00.00%持仓不变
摩根大通JPM
0.4%0.37%$49.2万1,504股$44.2万1,504股00.00%持仓不变
SSPDR行业精选信托XLU
0.37%0.38%$44.7万9,848股$45.2万9,848股00.00%持仓不变
IiShares安硕·MSCI INDIA ETFINDA
0.34%0.34%$41.9万8,485股$39.7万8,485股00.00%持仓不变
G通用动力VTI
0.33%0.3%$40.7万1,100股$35.3万1,100股00.00%持仓不变
V先锋领航指数基金VXF
0.32%0.28%$39.2万1,591股$32.7万1,591股00.00%持仓不变
IiShares安硕信托DVY
0.29%0.29%$35.7万2,285股$34.6万2,285股00.00%持仓不变
SIMON PPTY NEW COMSPG
0.29%0.25%$35.6万1,593股$29.7万1,593股00.00%持仓不变
亚马逊AMZN
0.29%0.26%$35.3万1,480股$30.8万1,480股00.00%持仓不变
英伟达NVDA
0.29%0.26%$35.0万1,750股$30.5万1,750股00.00%持仓不变
英特尔INTC
0.29%$34.9万2,500股$00股+2,500股新买入
V先锋领航债券指数基金BSV
0.28%0.29%$34.6万4,437股$34.8万4,437股00.00%持仓不变
IiShares安硕信托IVW
0.28%0.24%$34.0万2,472股$28.0万2,472股00.00%持仓不变
IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC
0.27%0.31%$33.4万1.3万股$36.2万1.3万股00.00%持仓不变
IiShares安硕信托IJJ
0.27%0.25%$33.4万2,258股$29.9万2,258股00.00%持仓不变
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.26%0.23%$31.6万1,430股$27.1万1,430股00.00%持仓不变
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.25%0.3%$30.2万1.0万股$35.4万1.0万股00.00%持仓不变
S嘉信策略信托SCHD
0.23%0.23%$27.6万8,700股$26.7万8,700股00.00%持仓不变
沃尔玛WMT
0.21%0.24%$25.8万2,280股$28.3万2,280股00.00%持仓不变
SSPDR行业精选信托XLE
0.2%0.23%$24.5万4,618股$27.2万4,435股+183股+4.13%加仓
AARK·ETF TRARKK
0.2%0.17%$24.2万3,000股$20.3万3,000股00.00%持仓不变
IiShares安硕·COREIJR
0.19%$23.4万1,580股$00股+1,580股新买入
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.19%$23.3万591股$00股+591股新买入
WWEDBUSH SER TRIVES
0.19%$22.9万6,000股$00股+6,000股新买入
V先锋领航·TOTALBNDX
0.17%0.17%$20.3万4,201股$20.2万4,201股00.00%持仓不变

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