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

Trueblood Wealth Management, LLC

No.5931 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.86亿
环比变动 Q1 2026
+$3,080.5万+12.0%
持仓股票数
261
新买入
16
加仓
161
减仓
63
清仓
11
持股不变
21
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
摩根大通JPM
4.67%4.73%$1,338.4万4.1万股$1,209.9万4.1万股-244股-0.59%减仓
苹果AAPL
3.49%3.4%$1,001.1万3.5万股$870.0万3.4万股+318股+0.93%加仓
卡特彼勒CAT
2.07%1.55%$592.0万5,559股$396.4万5,595股-36股-0.64%减仓
微软MSFT
1.94%2.1%$554.9万1.5万股$536.7万1.4万股+378股+2.61%加仓
I景顺交易所交易基金信托RSP
1.88%1.8%$537.7万2.5万股$461.5万2.4万股+1,229股+5.11%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
1.79%1.68%$514.2万17.5万股$429.2万16.8万股+6,927股+4.12%加仓
英伟达NVDA
1.77%1.6%$507.7万2.5万股$408.4万2.3万股+1,956股+8.35%加仓
CCAPITAL GBL GROWTH EQTCGGR
1.47%1.24%$420.5万9.9万股$317.8万9.5万股+4,116股+4.32%加仓
F第一信托交易所交易基金SDVY
1.47%1.47%$419.9万9.7万股$376.1万9.5万股+1,954股+2.05%加仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
1.4%1.48%$401.5万4.1万股$378.3万4.1万股+518股+1.26%加仓
F第一信托交易所交易基金FGD
1.19%1.25%$342.0万10.7万股$320.6万10.0万股+6,498股+6.47%加仓
ANALOG DEVICES COMADI
1.18%1.02%$337.6万8,499股$261.0万8,203股+296股+3.61%加仓
CINCINNATI FINL COMCINF
1.14%1.09%$328.0万1.8万股$278.7万1.8万股+3股+0.02%加仓
V先锋领航指数基金VOO
1.11%1.01%$318.5万4,637股$259.4万4,342股+295股+6.79%加仓
CCAPITAL CORE EQUITY ETCGUS
1.04%0.97%$297.8万6.7万股$247.8万6.5万股+2,458股+3.81%加仓
台积电TSM
0.98%0.77%$279.4万5,851股$196.4万5,813股+38股+0.65%加仓
F第一信托交易所交易基金IFV
0.93%0.95%$265.8万9.9万股$242.0万9.6万股+2,896股+3.02%加仓
安费诺APH
0.93%0.73%$265.2万1.5万股$186.8万1.5万股+257股+1.74%加仓
沃尔玛WMT
0.88%1.07%$251.4万2.2万股$273.5万2.2万股+195股+0.89%加仓
博通AVGO
0.86%0.69%$247.0万6,539股$176.5万5,703股+836股+14.66%加仓
艾伯维ABBV
0.85%0.82%$244.1万9,700股$209.2万9,619股+81股+0.84%加仓
CCAPITAL DIVIDEND GROWECGDG
0.84%0.86%$240.7万6.4万股$219.7万6.1万股+2,949股+4.82%加仓
林德LIN
0.84%0.87%$239.2万4,610股$222.4万4,487股+123股+2.74%加仓
C资本集团成长ETFCGGR
0.83%0.75%$238.5万5.1万股$191.6万4.8万股+2,850股+5.98%加仓
REPUBLIC SVCSRSG
0.83%0.93%$237.6万1.1万股$238.8万1.1万股+246股+2.26%加仓
雪佛龙CVX
0.83%1.15%$237.4万1.4万股$294.7万1.4万股+77股+0.54%加仓
高盛GS
0.82%0.76%$235.4万2,328股$193.3万2,285股+43股+1.88%加仓
IiShares安硕信托IEFA
0.77%0.74%$222.0万2.3万股$189.8万2.1万股+2,027股+9.67%加仓
谷歌AGOOGL
0.77%0.68%$220.1万6,158股$174.6万6,070股+88股+1.45%加仓
亚马逊AMZN
0.74%0.74%$212.5万8,917股$190.1万9,126股-209股-2.29%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.73%0.7%$208.1万1.9万股$179.9万1.9万股+48股+0.25%加仓
CCAPITAL INTL FOCUS EQTCGXU
0.72%0.68%$206.3万6.0万股$174.1万5.9万股+579股+0.98%加仓
强生JNJ
0.72%0.76%$205.6万8,097股$195.1万7,981股+116股+1.45%加仓
IiShares安硕IEMG
0.71%0.63%$204.3万2.5万股$160.7万2.3万股+1,623股+7.04%加仓
CASEYS GEN STORESCASY
0.71%0.73%$203.7万2,563股$186.4万2,561股+2股+0.08%加仓
CCAPITAL INTERNATIONAL EQUITY ETFCGIE
0.7%0.7%$200.7万5.5万股$179.9万5.3万股+1,377股+2.59%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
0.69%0.6%$197.4万2.6万股$153.8万2.5万股+561股+2.20%加仓
康明斯CMI
0.68%0.57%$195.6万2,743股$145.8万2,710股+33股+1.22%加仓
C资本集团股息价值CCBG
0.68%0.66%$195.2万4.0万股$169.4万4.0万股-202股-0.51%减仓
WELLTOWER COMWELL
0.67%0.64%$193.2万8,513股$163.5万8,270股+243股+2.94%加仓
实耐宝SNA
0.66%0.67%$190.2万4,728股$170.5万4,694股+34股+0.72%加仓
VisaV
0.65%0.64%$185.1万5,396股$164.5万5,443股-47股-0.86%减仓
甲骨文ORCL
0.64%0.7%$183.7万1.3万股$177.7万1.2万股+452股+3.74%加仓
CHUBB LIMITEDCB
0.64%0.69%$183.3万5,379股$175.5万5,385股-6股-0.11%减仓
VVanEck ETF信托GDX
0.64%0.87%$183.2万2.4万股$222.6万2.4万股+33股+0.14%加仓
埃克森美孚XOM
0.63%0.87%$180.3万1.3万股$222.8万1.3万股+58股+0.44%加仓
F第一信托交易所交易基金FTCS
0.63%0.69%$179.4万1.9万股$176.8万1.9万股+48股+0.25%加仓
伯克希尔哈撒韦BRK.B
0.6%0.66%$171.8万3,434股$168.8万3,522股-88股-2.50%减仓
GALLAGHER ARTHUR J & COMAJG
0.6%0.63%$170.7万7,436股$161.9万7,475股-39股-0.52%减仓
好市多COST
0.59%0.7%$169.6万1,813股$179.9万1,805股+8股+0.44%加仓

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