WEALTH MANAGEMENT RESOURCES, INC.
SMITHFIELD RI · SEC CIK 0001063516
$3.24亿2026Q2 申报市值
31持仓数
74.5%前十大占比 · 第一大 13.3%
2 / 0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
FLDR 新建仓+$1,524.20万
SPHQ 加仓+$365.37万
SCHD 加仓+$220.26万
ISTB 加仓+$140.98万
IHDG 加仓+$67.76万
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$316.78万
IEF 减仓-$309.64万
XSOE 减仓-$290.16万
SPMD 减仓-$241.87万
SPYG 减仓-$188.34万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,315.70万 | 13.31% | 478,990 | 40,552 | 9.2% | $365.37万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,987.24万 | 9.22% | 656,681 | -6,210 | -0.9% | -$28.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,982.78万 | 9.20% | 940,642 | 69,460 | 8.0% | $220.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,768.44万 | 8.54% | 999,438 | -114,361 | -10.3% | -$316.78万 | 减仓 |
| IEF | ISHARES TR | $2,461.81万 | 7.59% | 260,316 | -32,742 | -11.2% | -$309.64万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,358.19万 | 7.27% | 198,184 | -15,828 | -7.4% | -$188.34万 | 减仓 |
| ISTB | ISHARES TR | $1,733.44万 | 5.35% | 359,263 | 29,219 | 8.9% | $140.98万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,724.24万 | 5.32% | 329,179 | 12,937 | 4.1% | $67.76万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $1,524.20万 | 4.70% | 304,171 | 304,171 | — | $1,524.20万 | 新建仓 |
| SMMV | ISHARES TR | $1,309.55万 | 4.04% | 284,437 | 4,664 | 1.7% | $21.47万 | 加仓 |
| XSOE | WISDOMTREE TR | $1,266.19万 | 3.91% | 257,460 | -58,999 | -18.6% | -$290.16万 | 减仓 |
| USMV | ISHARES TR | $1,251.43万 | 3.86% | 129,736 | 3,915 | 3.1% | $37.76万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,034.14万 | 3.19% | 153,069 | -35,800 | -19.0% | -$241.87万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $964.33万 | 2.97% | 407,235 | 346 | 0.1% | $8,193 | 加仓 |
| SPYM | SPDR SERIES TRUST | $874.48万 | 2.70% | 99,508 | 6,193 | 6.6% | $54.42万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $548.04万 | 1.69% | 95,030 | 2,229 | 2.4% | $12.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $503.85万 | 1.55% | 23,120 | 1,294 | 5.9% | $28.20万 | 加仓 |
| MUB | ISHARES TR | $418.06万 | 1.29% | 38,846 | 759 | 2.0% | $8.17万 | 加仓 |
| BCD | ABRDN ETFS | $283.88万 | 0.88% | 83,127 | -1,362 | -1.6% | -$4.65万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $211.27万 | 0.65% | 83,045 | 700 | 0.9% | $1.78万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $174.51万 | 0.54% | 28,708 | -55 | -0.2% | -$3,343 | 减仓 |
| DGRW | WISDOMTREE TR | $151.07万 | 0.47% | 15,799 | -3,875 | -19.7% | -$37.05万 | 减仓 |
| FLOT | ISHARES TR | $129.80万 | 0.40% | 25,426 | -2,690 | -9.6% | -$13.73万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $127.02万 | 0.39% | 10,387 | 20 | 0.2% | $2,446 | 加仓 |
| VHT | VANGUARD WORLD FD | $83.05万 | 0.26% | 2,777 | 9 | 0.3% | $2,692 | 加仓 |
| CWB | SPDR SERIES TRUST | $57.76万 | 0.18% | 5,357 | 2 | 0.0% | $216 | 加仓 |
| SHM | SPDR SERIES TRUST | $51.17万 | 0.16% | 10,668 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $39.51万 | 0.12% | 7,811 | 11 | 0.1% | $556 | 重新持有 |
| QQQ | INVESCO QQQ TR | $37.35万 | 0.12% | 507 | 108 | 27.1% | $7.96万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $22.93万 | 0.07% | 4,566 | 4,566 | — | $22.93万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $20.92万 | 0.06% | 7,894 | 0 | 0.0% | — | 不变 |