13F 机构持仓

WRAPMANAGER INC

MILL VALLEY CA · SEC CIK 0001266014

2026Q22026Q1 更早 9 个季度 🔒
$2.88亿2026Q1 申报市值
135持仓数
44.6%前十大占比 · 第一大 7.6%
4 / 9新建仓 / 清仓
申报市值走势$3.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 7.6%
SPDW 6.9%
SPIB 5.8%
SPMD 4.2%
SPEM 4.1%
NVDA 3.7%
AAPL 3.2%
SPSB 3.1%
IEI 3.0%
SPYG 3.0%

2026Q1 买入最多 按季末市值估算

SPDW 加仓+$315.68万
ANGL 加仓+$149.06万
QLTA 加仓+$129.15万
OEF 新建仓+$113.33万
IEI 加仓+$98.60万

2026Q1 卖出最多 按季末市值估算

SPTS 清仓-$254.33万
SPYD 清仓-$75.00万
SPEM 减仓-$69.75万
IJH 减仓-$64.00万
ESML 减仓-$59.48万

2026Q1 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
GE GE AEROSPACE $113.17万0.39%3,988 130.3% $3,689 加仓
OEF ISHARES TR $113.33万0.39%3,563 3,563— $113.33万 新建仓
ABBV ABBVIE INC $122.94万0.43%5,652 611.1% $1.33万 加仓
NFLX NETFLIX INC. $129.94万0.45%13,514 -18-0.1% -$1,731 减仓
CAT CATERPILLAR INC $131.15万0.46%1,851 -118-6.0% -$8.36万 减仓
WMT WALMART INC $137.03万0.48%11,025 -35-0.3% -$4,350 减仓
MA MASTERCARD INCORPORATED $155.89万0.54%3,120 -80-2.5% -$4.00万 减仓
— EXXON MOBIL CORP $178.55万0.62%10,524 -293-2.7% -$4.97万 减仓
JNJ JOHNSON & JOHNSON $182.88万0.64%7,481 -343-4.4% -$8.38万 减仓
V VISA INC $185.55万0.64%6,139 -131-2.1% -$3.96万 减仓
IBDX ISHARES TR $192.72万0.67%76,265 1,5702.1% $3.97万 加仓
IBDW ISHARES TR $193.90万0.67%92,644 2,0402.3% $4.27万 加仓
IBDT ISHARES TR $194.02万0.67%76,595 1,7842.4% $4.52万 加仓
IBDU ISHARES TR $194.10万0.67%83,449 1,8542.3% $4.31万 加仓
IBDR ISHARES TR $195.92万0.68%80,826 1,9832.5% $4.81万 加仓
IBDS ISHARES TR $195.93万0.68%80,828 1,8732.4% $4.54万 加仓
IBDV ISHARES TR $195.96万0.68%89,520 1,8092.1% $3.96万 加仓
LLY ELI LILLY & CO $197.01万0.68%2,142 -16-0.7% -$1.47万 减仓
ESML ISHARES TR $201.35万0.70%42,821 -12,650-22.8% -$59.48万 减仓
EMB ISHARES TR $219.64万0.76%23,383 -573-2.4% -$5.38万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $219.90万0.76%4,589 30.1% $1,438 加仓
JPM JPMORGAN CHASE & CO $245.61万0.85%8,349 -331-3.8% -$9.74万 减仓
BAB INVESCO EXCH TRADED FD TR II $274.78万0.95%101,921 6,0956.4% $16.43万 加仓
FLOT ISHARES TR $295.14万1.03%57,927 3,4966.4% $17.81万 加仓
TSLA TESLA INC $298.33万1.04%8,025 310.4% $1.15万 加仓
IJH ISHARES TR $322.50万1.12%47,757 -9,477-16.6% -$64.00万 减仓
META META PLATFORMS INC $331.55万1.15%5,795 1602.8% $9.15万 加仓
GOOG ALPHABET INC $409.31万1.42%14,268 -354-2.4% -$10.16万 减仓
GOOGL ALPHABET INC $417.48万1.45%14,518 -194-1.3% -$5.58万 减仓
AVGO BROADCOM INC $421.01万1.46%13,602 -107-0.8% -$3.31万 减仓
QLTA ISHARES TR $517.70万1.80%108,783 27,13833.2% $129.15万 加仓
ESGD ISHARES TR $577.71万2.01%60,417 3,9897.1% $38.14万 加仓
SPYV SPDR SERIES TRUST $624.32万2.17%110,342 -4,832-4.2% -$27.34万 减仓
AMZN AMAZON COM INC $630.18万2.19%30,257 -645-2.1% -$13.43万 减仓
MSFT MICROSOFT CORP $711.24万2.47%19,213 -500-2.5% -$18.51万 减仓
ANGL VANECK ETF TRUST $785.88万2.73%273,636 51,90023.4% $149.06万 加仓
SPSM SPDR SERIES TRUST $808.09万2.81%167,238 -7,824-4.5% -$37.81万 减仓
SPYG SPDR SERIES TRUST $861.51万2.99%87,990 -3,579-3.9% -$35.04万 减仓
IEI ISHARES TR $872.46万3.03%73,563 8,31412.7% $98.60万 加仓
SPSB SPDR SERIES TRUST $882.08万3.06%293,342 9,5283.4% $28.65万 加仓
AAPL APPLE INC $930.25万3.23%36,654 3911.1% $9.92万 加仓
NVDA NVIDIA CORPORATION $1,079.29万3.75%61,886 -15-0.0% -$2,616 减仓
SPEM SPDR INDEX SHS FDS $1,173.11万4.08%250,076 -14,868-5.6% -$69.75万 减仓
SPMD SPDR SERIES TRUST $1,195.33万4.15%201,846 7,5243.9% $44.56万 加仓
SPIB SPDR SERIES TRUST $1,662.63万5.78%495,717 3530.1% $1.18万 加仓
SPDW SPDR INDEX SHS FDS $1,996.46万6.94%437,340 69,15318.8% $315.68万 加仓
AGG ISHARES TR $2,189.76万7.61%220,586 8,3743.9% $83.13万 加仓