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

Wealth Group Ltd

No.4130 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.23亿
环比变动 Q1 2026
+$8,348.0万+19.0%
持仓股票数
92
新买入
7
加仓
34
减仓
32
清仓
6
持股不变
19
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安硕信托IVV
22.43%23.26%$1.17亿15.7万股$1.02亿15.6万股+158股+0.10%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
16.2%15.75%$8,467.4万62.9万股$6,913.7万59.0万股+3.9万股+6.53%加仓
IiShares安硕·MSCIQUAL
9.07%9.16%$4,737.7万21.6万股$4,020.7万21.0万股+6,293股+3.00%加仓
I景顺QQQ信托VOO
6.9%6.4%$3,607.0万4.9万股$2,810.9万4.9万股+281股+0.58%加仓
V先锋领航全球基金VGT
6.09%5.29%$3,179.8万26.6万股$2,323.6万3.3万股+23.3万股+698.84%加仓
B贝莱德ETF信托DYNF
5.53%5.28%$2,890.7万42.5万股$2,317.3万39.8万股+2.7万股+6.72%加仓
V先锋领航指数基金VOO
4.78%4.91%$2,495.6万3.6万股$2,156.5万3.6万股+246股+0.68%加仓
IiShares安硕·S&P 100 ETFIWO
4.23%4.11%$2,210.9万6.0万股$1,806.2万5.7万股+3,642股+6.41%加仓
PPacer基金信托COWZ
3.68%4.44%$1,921.3万30.9万股$1,950.1万31.2万股-2,840股-0.91%减仓
I景顺·NASDAQ 100 ETFQQQM
2.02%1.58%$1,054.4万3.5万股$693.1万2.9万股+5,631股+19.30%加仓
IiShares安硕信托DGRO
1.45%1.66%$758.7万10.0万股$729.0万10.4万股-3,774股-3.63%减仓
IINVESCO S&P 500 PURE GROWTH ETFRPG
0.94%0.82%$490.9万7.7万股$361.6万7.7万股-489股-0.63%减仓
PPacer·DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFICOW
0.93%1.21%$486.9万11.7万股$529.9万12.5万股-7,890股-6.32%减仓
V先锋领航指数基金VXF
0.82%0.88%$428.1万1.7万股$387.9万1.9万股-1,459股-7.74%减仓
S嘉信·USSCHX
0.75%0.79%$393.9万13.4万股$346.3万13.5万股-1,222股-0.90%减仓
S嘉信策略信托SCHM
0.72%0.72%$376.7万10.2万股$316.4万10.2万股-215股-0.21%减仓
V先锋领航全球基金ESGV
0.64%0.64%$334.0万2.5万股$282.0万2.5万股+139股+0.55%加仓
IiShares安硕信托IXUS
0.62%0.67%$324.7万3.4万股$294.7万3.4万股+8股+0.02%加仓
IiShares安硕·COREIJH
0.57%0.6%$300.1万3.9万股$263.9万3.9万股-172股-0.44%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.57%0.6%$296.7万10.2万股$264.7万10.5万股-3,010股-2.85%减仓
G通用动力VTI
0.56%0.58%$292.3万7,900股$254.4万7,930股-30股-0.38%减仓
IiShares安硕信托ITOT
0.56%0.57%$290.2万1.8万股$248.6万1.7万股+214股+1.23%加仓
PProShares信托NOBL
0.55%0.64%$288.6万5.1万股$281.4万2.7万股+2.5万股+93.54%加仓
S嘉信·USSCHA
0.52%0.49%$269.7万7.5万股$216.8万7.5万股+21股+0.03%加仓
英伟达NVDA
0.45%0.44%$234.9万1.2万股$194.7万1.1万股+572股+5.12%加仓
SSPDR标普500 ETFSPY
0.45%0.46%$234.3万3,137股$204.0万3,137股00.00%持仓不变
苹果AAPL
0.4%0.43%$211.2万7,298股$189.0万7,447股-149股-2.00%减仓
BBNY MELLON ETF TRUST US LRG CP COREBKLC
0.39%0.38%$201.6万1.4万股$165.2万1.3万股+823股+6.22%加仓
CCLEARFIELDCLFD
0.36%0.28%$187.0万4.7万股$124.4万4.7万股00.00%持仓不变
S道富SPYM
0.34%0.36%$178.9万2.0万股$156.1万2.0万股-40股-0.20%减仓
IiShares安硕信托IQLT
0.3%0.33%$156.4万3.2万股$145.9万3.2万股00.00%持仓不变
V先锋领航·TOTALBND
0.25%0.31%$129.0万1.8万股$135.0万1.8万股-769股-4.19%减仓
I景顺·S&PSPHQ
0.22%0.22%$115.4万1.3万股$96.3万1.3万股00.00%持仓不变
3M COMMMM
0.22%0.16%$114.6万7,077股$68.2万4,694股+2,383股+50.77%加仓
FIRST INTST BANCSYSTEMFIBK
0.21%0.21%$109.1万3.0万股$92.8万2.7万股+2,403股+8.75%加仓
迈威尔MRVL
0.21%0.08%$107.9万3,623股$34.9万3,521股+102股+2.90%加仓
V先锋领航STAR基金VXUS
0.2%0.22%$104.8万1.2万股$94.8万1.2万股-43股-0.35%减仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
0.2%0.19%$102.6万2.2万股$82.2万2.1万股+1,595股+7.66%加仓
帕卡PCAR
0.2%0.22%$102.1万8,500股$98.2万8,500股00.00%持仓不变
SSPDR行业精选信托XLK
0.19%0.2%$100.5万5,274股$87.9万6,611股-1,337股-20.22%减仓
伯克希尔哈撒韦BRK.B
0.19%0.24%$100.2万2,003股$105.7万2,205股-202股-9.16%减仓
PPacer基金信托CALF
0.18%0.24%$95.4万1.9万股$104.0万2.3万股-4,322股-18.65%减仓
微软MSFT
0.18%0.22%$93.0万2,494股$95.1万2,569股-75股-2.92%减仓
博通AVGO
0.17%0.17%$89.4万2,366股$73.2万2,366股00.00%持仓不变
PPGIM ROCK ETF TRPBFR
0.16%0.05%$86.0万2.8万股$23.1万7,980股+2.0万股+251.82%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.16%0.18%$84.2万3,558股$76.8万3,573股-15股-0.42%减仓
IiShares安硕信托IUSB
0.15%0.2%$78.5万1.7万股$86.6万1.9万股-1,751股-9.34%减仓
谷歌AGOOGL
0.14%0.14%$73.8万2,066股$59.4万2,066股00.00%持仓不变
IiShares安硕·COREIJR
0.14%0.14%$72.5万4,889股$63.6万5,113股-224股-4.38%减仓
EEBAY COMEBAY
0.14%0.13%$72.1万6,451股$58.7万6,451股00.00%持仓不变

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