WEALTH MANAGEMENT RESOURCES, INC.
SMITHFIELD RI · SEC CIK 0001063516
$2.87亿2026Q1 申报市值
28持仓数
77.5%前十大占比 · 第一大 11.5%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BCD 新建仓+$302.30万
FBND 加仓+$26.40万
SPMD 加仓+$13.92万
IEF 加仓+$9.64万
SCHH 加仓+$9.23万
2026Q1 卖出最多 按季末市值估算
MUB 减仓-$57.08万
DGRW 减仓-$29.35万
IFRA 清仓-$22.46万
CWB 减仓-$15.51万
FLOT 减仓-$13.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -4,269 | -100.0% | -$22.46万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $21.01万 | 0.07% | 7,894 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.04万 | 0.08% | 399 | 27 | 7.3% | $1.56万 | 重新持有 |
| CWB | SPDR SERIES TRUST | $49.01万 | 0.17% | 5,355 | -1,695 | -24.0% | -$15.51万 | 减仓 |
| SHM | SPDR SERIES TRUST | $51.02万 | 0.18% | 10,668 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $75.39万 | 0.26% | 2,768 | 10 | 0.4% | $2,724 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $111.57万 | 0.39% | 10,367 | -15 | -0.1% | -$1,614 | 减仓 |
| FLOT | ISHARES TR | $143.25万 | 0.50% | 28,116 | -2,637 | -8.6% | -$13.44万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $162.74万 | 0.57% | 28,763 | -73 | -0.3% | -$4,130 | 减仓 |
| DGRW | WISDOMTREE TR | $172.81万 | 0.60% | 19,674 | -3,341 | -14.5% | -$29.35万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $204.22万 | 0.71% | 82,345 | -5,274 | -6.0% | -$13.08万 | 减仓 |
| BCD | ABRDN ETFS | $302.30万 | 1.05% | 84,489 | 84,489 | — | $302.30万 | 新建仓 |
| MUB | ISHARES TR | $404.29万 | 1.41% | 38,087 | -5,377 | -12.4% | -$57.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $428.23万 | 1.49% | 21,826 | -547 | -2.4% | -$10.73万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $448.41万 | 1.56% | 92,801 | -1,316 | -1.4% | -$6.36万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $714.23万 | 2.49% | 93,315 | -1,202 | -1.3% | -$9.20万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $874.41万 | 3.04% | 406,889 | 4,295 | 1.1% | $9.23万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,118.48万 | 3.89% | 188,869 | 2,351 | 1.3% | $13.92万 | 加仓 |
| USMV | ISHARES TR | $1,166.87万 | 4.06% | 125,821 | 35 | 0.0% | $3,246 | 加仓 |
| SMMV | ISHARES TR | $1,220.29万 | 4.25% | 279,773 | -1,026 | -0.4% | -$4.48万 | 减仓 |
| XSOE | WISDOMTREE TR | $1,269.00万 | 4.42% | 316,459 | -301 | -0.1% | -$1.21万 | 减仓 |
| IHDG | WISDOMTREE TR | $1,522.71万 | 5.30% | 316,242 | 768 | 0.2% | $3.70万 | 加仓 |
| ISTB | ISHARES TR | $1,599.39万 | 5.57% | 330,044 | 1,158 | 0.4% | $5.61万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,095.39万 | 7.29% | 214,012 | -356 | -0.2% | -$3.49万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,672.79万 | 9.30% | 871,182 | -1,732 | -0.2% | -$5.31万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,756.65万 | 9.60% | 1,113,799 | 1,886 | 0.2% | $4.67万 | 加仓 |
| IEF | ISHARES TR | $2,796.95万 | 9.74% | 293,058 | 1,010 | 0.3% | $9.64万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,024.11万 | 10.53% | 662,891 | 5,787 | 0.9% | $26.40万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,296.61万 | 11.48% | 438,438 | -403 | -0.1% | -$3.03万 | 减仓 |