13FBOX
Solutions 4 Wealth, Ltd · 13F 持仓分析
期权收益计算器 机构排行

Solutions 4 Wealth, Ltd

No.9341 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7,747.3万
环比变动 Q1 2026
+$1,098.5万+16.5%
持仓股票数
58
新买入
5
加仓
24
减仓
18
清仓
2
持股不变
11
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
IINVESCO SENIOR INCOME TRUST COM STK USD0.01VVR
10.48%13.67%$812.1万270.7万股$908.8万282.2万股-11.5万股-4.08%减仓
WWISDOMTREE EQUITY PREMIUM INCOME FUNDWTPI
10.18%9.45%$788.7万24.1万股$628.6万19.7万股+4.4万股+22.10%加仓
GGlobal X基金QYLD
8.21%8.64%$635.8万34.5万股$574.3万33.5万股+1.0万股+3.03%加仓
SSPDR行业精选信托XLK
5.98%4.86%$463.6万2.4万股$323.2万2.4万股+18股+0.07%加仓
苹果AAPL
4.44%4.52%$343.7万1.2万股$300.8万1.2万股+27股+0.23%加仓
J摩根大通交易所交易基金JEPI
4.33%4.1%$335.1万5.9万股$272.6万4.8万股+1.1万股+23.35%加仓
GGlobal X基金AIQ
4.11%3.42%$318.2万4.8万股$227.4万4.9万股-239股-0.49%减仓
FFIRST TRUST MID CAP COREALPHADEX FUNDFNX
4.09%4.29%$316.9万2.2万股$285.3万2.2万股-591股-2.66%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
3.24%3.02%$250.9万2.2万股$200.6万1.9万股+2,814股+14.50%加仓
SSCHWAB HIGH YIELD BOND ETFSCYB
2.73%1.41%$211.6万8.1万股$93.9万3.6万股+4.5万股+123.83%加仓
V先锋领航斯科茨代尔基金VONG
2.54%2.15%$196.7万1.5万股$143.0万1.3万股+2,357股+18.08%加仓
EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO
2.33%2.16%$180.1万2.1万股$143.9万2.1万股+2股+0.01%加仓
I景顺交易所交易基金信托PWV
2.28%1.99%$176.5万2.3万股$132.4万1.9万股+4,309股+22.69%加仓
诺华NVS
2.03%2.47%$157.1万1.0万股$163.9万1.1万股-704股-6.56%减仓
S道富SLYG
2.02%1.62%$156.4万1.3万股$107.7万1.1万股+1,982股+17.79%加仓
F第一信托·USTCIBR
1.99%1.65%$154.5万1.7万股$109.8万1.8万股-324股-1.85%减仓
IiShares安硕信托IHAK
1.7%1.43%$131.8万2.2万股$94.8万2.2万股+3股+0.01%加仓
EEXCHANGE TRADED CONCEPTS TRUNUKZ
1.65%1.96%$127.5万1.9万股$130.0万2.0万股-1,063股-5.38%减仓
I景顺交易所交易基金信托XMVM
1.59%1.39%$123.5万1.7万股$92.2万1.4万股+3,260股+23.02%加仓
GGlobal X基金DTCR
1.52%1.43%$117.9万3.9万股$94.8万4.0万股-776股-1.96%减仓
DDimensional维度ETF信托DFSD
1.37%2.1%$106.4万2.2万股$139.3万2.9万股-6,806股-23.39%减仓
GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD
1.31%1.39%$101.5万6.3万股$92.2万6.2万股+1,801股+2.92%加仓
SOUTHSIDE BANCSHARESSBSI
1.1%1.13%$85.3万2.4万股$75.4万2.4万股00.00%持仓不变
F第一信托交易所交易基金FPX
1.1%1.12%$85.2万4,443股$74.5万4,556股-113股-2.48%减仓
G通用动力VTI
1.09%1.1%$84.6万2,287股$73.0万2,274股+13股+0.57%加仓
V先锋领航指数基金VBK
1.08%1.04%$83.3万2,278股$68.8万2,277股+1股+0.04%加仓
SSPDR道富系列信托SPYG
1.06%1.05%$82.3万6,915股$69.7万7,118股-203股-2.85%减仓
I景顺交易所交易基金信托XSMO
0.92%0.87%$71.3万7,610股$58.1万7,646股-36股-0.47%减仓
SSPDR行业精选信托XLU
0.9%1.26%$69.7万1.5万股$83.6万1.8万股-2,856股-15.67%减仓
V先锋领航全球基金VGT
0.86%0.73%$66.6万5,576股$48.6万697股+4,879股+700.00%加仓
SSPDR标普500 ETFSPY
0.79%1.11%$61.0万817股$73.8万1,135股-318股-28.02%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.78%0.71%$60.5万2.1万股$47.1万1.9万股+2,119股+11.29%加仓
埃克森美孚XOM
0.69%1%$53.8万3,935股$66.7万3,934股+1股+0.03%加仓
V先锋领航指数基金VOO
0.65%0.77%$50.5万686股$51.1万886股-200股-22.57%减仓
V先锋领航全球基金MGV
0.6%0.65%$46.7万2,859股$43.3万2,990股-131股-4.38%减仓
V先锋领航·SMALLVBR
0.58%0.6%$44.7万1,841股$40.0万1,841股00.00%持仓不变
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
0.56%0.54%$43.2万3,144股$36.1万3,144股00.00%持仓不变
GGlobal X基金XYLD
0.55%0.6%$42.6万1.0万股$40.0万1.0万股+240股+2.35%加仓
V先锋领航全球基金VDE
0.55%0.73%$42.4万2,824股$48.9万2,824股00.00%持仓不变
强生JNJ
0.54%0.6%$41.7万1,641股$39.9万1,631股+10股+0.61%加仓
康菲石油COP
0.49%0.73%$38.0万3,660股$48.3万3,659股+1股+0.03%加仓
IICAHN ENTERPRISES L P LPIEP
0.45%0.32%$34.8万4.8万股$21.3万2.8万股+2.0万股+70.81%加仓
VanEck ETF信托SMH
0.44%$33.7万515股$00股+515股新买入
特斯拉TSLA
0.41%0.44%$31.7万754股$29.1万782股-28股-3.58%减仓
谷歌AGOOGL
0.39%0.36%$30.0万839股$24.1万839股00.00%持仓不变
BBANK OF AMERBAC
0.39%0.38%$29.9万5,244股$25.5万5,239股+5股+0.10%加仓
特灵科技TT
0.38%0.38%$29.8万607股$25.3万607股00.00%持仓不变
SSPDR行业精选信托XLF
0.38%0.52%$29.7万5,542股$34.7万7,028股-1,486股-21.14%减仓
V先锋领航·HEALTHVHT
0.33%0.35%$25.4万850股$23.5万862股-12股-1.39%减仓
亚马逊AMZN
0.32%$25.2万1,056股$00股+1,056股新买入

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