AFFINITY WEALTH MANAGEMENT LLC
WILMINGTON DE · SEC CIK 0000810672
$7.76亿2026Q2 申报市值
113持仓数
56.0%前十大占比 · 第一大 8.2%
12 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IGV 新建仓+$2,983.87万
PDP 加仓+$560.07万
CIFR 新建仓+$477.24万
PURR 新建仓+$460.23万
TSHA 新建仓+$392.81万
2026Q2 卖出最多 按季末市值估算
XLF 减仓-$3,539.15万
FV 减仓-$683.88万
QQQ 减仓-$60.02万
ARES 清仓-$45.78万
RDN 清仓-$37.75万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $1,418.80万 | 1.83% | 121,608 | 1,505 | 1.3% | $17.56万 | 加仓 |
| LLY | ELI LILLY & CO | $1,639.32万 | 2.11% | 13,667 | 246 | 1.8% | $29.51万 | 加仓 |
| DBJP | DBX ETF TR | $1,672.73万 | 2.15% | 145,721 | -1,187 | -0.8% | -$13.63万 | 减仓 |
| FLEX | FLEX LTD | $1,712.30万 | 2.21% | 105,652 | 318 | 0.3% | $5.15万 | 加仓 |
| GOOGL | ALPHABET INC | $1,745.08万 | 2.25% | 48,831 | 327 | 0.7% | $11.69万 | 加仓 |
| TER | TERADYNE INC | $2,152.94万 | 2.77% | 44,497 | -49 | -0.1% | -$2.37万 | 减仓 |
| — | DBX ETF TR | $2,372.85万 | 3.06% | 378,464 | 2,603 | 0.7% | $16.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,595.89万 | 3.34% | 129,736 | 848 | 0.7% | $16.97万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $2,697.79万 | 3.47% | 1,508,832 | 20,880 | 1.4% | $37.33万 | 加仓 |
| IGV | ISHARES TR | $2,983.87万 | 3.84% | 329,345 | 329,345 | — | $2,983.87万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,062.33万 | 3.94% | 31,734 | -317 | -1.0% | -$30.59万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $3,276.97万 | 4.22% | 305,887 | 4,280 | 1.4% | $45.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $3,761.98万 | 4.85% | 708,338 | -1,179 | -0.2% | -$6.26万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $4,026.25万 | 5.19% | 629,151 | -920 | -0.1% | -$5.89万 | 减仓 |
| XAR | SPDR SERIES TRUST | $4,444.41万 | 5.72% | 156,609 | -838 | -0.5% | -$23.78万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $4,750.99万 | 6.12% | 849,910 | 5,226 | 0.6% | $29.21万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,381.40万 | 6.93% | 663,879 | 433 | 0.1% | $3.51万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $5,452.72万 | 7.02% | 320,484 | -2,150 | -0.7% | -$36.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,349.42万 | 8.18% | 86,222 | -815 | -0.9% | -$60.02万 | 减仓 |