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Wellment Financial · 13F 持仓分析
期权收益计算器 机构排行

Wellment Financial

No.9256 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8,775.0万
环比变动 Q1 2026
+$691.9万+8.6%
持仓股票数
37
新买入
14
加仓
12
减仓
11
清仓
15
持股不变
0
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
EELEVATION SERIES TRUSTONEZ
10.51%4.29%$922.5万33.4万股$347.1万13.9万股+19.6万股+141.20%加仓
AAIM ETF PRODUCTS TRUSTMAYW
10.44%$915.9万26.3万股$00股+26.3万股新买入
AAIM ETF PRODUCTS TRUSTSIXD
8.15%$715.3万23.2万股$00股+23.2万股新买入
AAIM ETF PRODUCTS TRUSTJUNW
6.88%$603.3万17.5万股$00股+17.5万股新买入
AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW
6.71%6.74%$588.4万15.2万股$545.0万14.9万股+2,737股+1.83%加仓
PPIMCO太平洋投资管理ETFBILZ
5.92%2.48%$519.9万5.2万股$200.5万2.0万股+3.2万股+159.34%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW
5.83%$511.2万11.9万股$00股+11.9万股新买入
AAIM ETF PRODUCTS TRUSTNVBW
5.78%$507.1万14.3万股$00股+14.3万股新买入
AAIM ETF PRODUCTS TRUSTMAYT
5.71%$500.9万12.8万股$00股+12.8万股新买入
AALLIANZIM U.S. EQUITY BUFFER20 DEC ETFDECW
5.28%5.3%$463.2万13.0万股$428.1万12.8万股+1,790股+1.40%加仓
AAIM ETF PRODUCTS TRUSTDECT
4.46%4.62%$391.6万10.0万股$373.4万10.5万股-5,315股-5.06%减仓
AAIM ETF PRODUCTS TRUSTJUNT
3.53%$310.0万8.2万股$00股+8.2万股新买入
AAIM ETF PRODUCTS TRUSTFEBT
2.93%$257.0万6.2万股$00股+6.2万股新买入
EELEVATION SERIES TRUSTQBER
2.57%2.66%$225.6万9.5万股$214.9万8.9万股+5,734股+6.44%加仓
Meta平台META
1.88%2.09%$165.3万2,934股$168.9万2,952股-18股-0.61%减仓
EELEVATION SERIES TRUSTSEPZ
1.84%2.38%$161.4万3.6万股$192.6万4.7万股-1.2万股-25.13%减仓
艾伯维ABBV
1.65%1.49%$145.1万5,767股$120.4万5,538股+229股+4.14%加仓
英伟达NVDA
1.33%1%$117.0万5,846股$81.2万4,657股+1,189股+25.53%加仓
苹果AAPL
1.24%0.91%$109.0万3,768股$73.6万2,900股+868股+29.93%加仓
EELEVATION SERIES TRUSTPAYM
0.97%0.92%$85.4万3.4万股$74.0万3.4万股+271股+0.80%加仓
S道富SPYM
0.94%0.86%$82.4万9,371股$69.2万9,040股+331股+3.66%加仓
雅培ABT
0.64%0.8%$56.4万6,220股$65.0万6,334股-114股-1.80%减仓
SSPDR黄金信托GLD
0.54%0.69%$47.3万1,285股$55.4万1,287股-2股-0.16%减仓
特斯拉TSLA
0.51%0.41%$45.0万1,070股$33.4万899股+171股+19.02%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.5%0.54%$43.6万8,621股$43.7万8,639股-18股-0.21%减仓
美光科技MU
0.36%$31.9万276股$00股+276股新买入
B贝莱德ETF信托CORO
0.28%0.3%$25.0万6,818股$23.9万7,445股-627股-8.42%减仓
微软MSFT
0.28%$24.6万660股$00股+660股新买入
SSIMPLIFY EXCHANGE TRADED FUNTUA
0.28%0.31%$24.6万1.2万股$24.9万1.2万股+259股+2.20%加仓
B贝莱德ETF信托DYNF
0.28%0.28%$24.4万3,587股$22.6万3,890股-303股-7.79%减仓
SSPDR标普500 ETFSPY
0.27%$23.7万318股$00股+318股新买入
V先锋领航指数基金VUG
0.26%$22.9万2,658股$00股+2,658股新买入
KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG
0.25%$22.3万8,142股$00股+8,142股新买入
V先锋领航指数基金VTV
0.25%$22.1万1,016股$00股+1,016股新买入
AALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETFDECU
0.25%12.51%$22.1万7,552股$1,011.3万38.0万股-37.3万股-98.02%减仓
思科CSCO
0.25%0.26%$21.5万1,834股$20.8万2,685股-851股-31.69%减仓
IiShares安硕信托IVW
0.23%0.25%$20.1万1,458股$20.1万1,779股-321股-18.04%减仓

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