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
AGG ISHARES TR $2,189.76万7.61%220,586 8,3743.9% $83.13万 加仓
SPDW SPDR INDEX SHS FDS $1,996.46万6.94%437,340 69,15318.8% $315.68万 加仓
SPIB SPDR SERIES TRUST $1,662.63万5.78%495,717 3530.1% $1.18万 加仓
SPMD SPDR SERIES TRUST $1,195.33万4.15%201,846 7,5243.9% $44.56万 加仓
SPEM SPDR INDEX SHS FDS $1,173.11万4.08%250,076 -14,868-5.6% -$69.75万 减仓
NVDA NVIDIA CORPORATION $1,079.29万3.75%61,886 -15-0.0% -$2,616 减仓
AAPL APPLE INC $930.25万3.23%36,654 3911.1% $9.92万 加仓
SPSB SPDR SERIES TRUST $882.08万3.06%293,342 9,5283.4% $28.65万 加仓
IEI ISHARES TR $872.46万3.03%73,563 8,31412.7% $98.60万 加仓
SPYG SPDR SERIES TRUST $861.51万2.99%87,990 -3,579-3.9% -$35.04万 减仓
SPSM SPDR SERIES TRUST $808.09万2.81%167,238 -7,824-4.5% -$37.81万 减仓
ANGL VANECK ETF TRUST $785.88万2.73%273,636 51,90023.4% $149.06万 加仓
MSFT MICROSOFT CORP $711.24万2.47%19,213 -500-2.5% -$18.51万 减仓
AMZN AMAZON COM INC $630.18万2.19%30,257 -645-2.1% -$13.43万 减仓
SPYV SPDR SERIES TRUST $624.32万2.17%110,342 -4,832-4.2% -$27.34万 减仓
ESGD ISHARES TR $577.71万2.01%60,417 3,9897.1% $38.14万 加仓
QLTA ISHARES TR $517.70万1.80%108,783 27,13833.2% $129.15万 加仓
AVGO BROADCOM INC $421.01万1.46%13,602 -107-0.8% -$3.31万 减仓
GOOGL ALPHABET INC $417.48万1.45%14,518 -194-1.3% -$5.58万 减仓
GOOG ALPHABET INC $409.31万1.42%14,268 -354-2.4% -$10.16万 减仓
META META PLATFORMS INC $331.55万1.15%5,795 1602.8% $9.15万 加仓
IJH ISHARES TR $322.50万1.12%47,757 -9,477-16.6% -$64.00万 减仓
TSLA TESLA INC $298.33万1.04%8,025 310.4% $1.15万 加仓
FLOT ISHARES TR $295.14万1.03%57,927 3,4966.4% $17.81万 加仓
BAB INVESCO EXCH TRADED FD TR II $274.78万0.95%101,921 6,0956.4% $16.43万 加仓
JPM JPMORGAN CHASE & CO $245.61万0.85%8,349 -331-3.8% -$9.74万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $219.90万0.76%4,589 30.1% $1,438 加仓
EMB ISHARES TR $219.64万0.76%23,383 -573-2.4% -$5.38万 减仓
ESML ISHARES TR $201.35万0.70%42,821 -12,650-22.8% -$59.48万 减仓
LLY ELI LILLY & CO $197.01万0.68%2,142 -16-0.7% -$1.47万 减仓
IBDV ISHARES TR $195.96万0.68%89,520 1,8092.1% $3.96万 加仓
IBDS ISHARES TR $195.93万0.68%80,828 1,8732.4% $4.54万 加仓
IBDR ISHARES TR $195.92万0.68%80,826 1,9832.5% $4.81万 加仓
IBDU ISHARES TR $194.10万0.67%83,449 1,8542.3% $4.31万 加仓
IBDT ISHARES TR $194.02万0.67%76,595 1,7842.4% $4.52万 加仓
IBDW ISHARES TR $193.90万0.67%92,644 2,0402.3% $4.27万 加仓
IBDX ISHARES TR $192.72万0.67%76,265 1,5702.1% $3.97万 加仓
V VISA INC $185.55万0.64%6,139 -131-2.1% -$3.96万 减仓
JNJ JOHNSON & JOHNSON $182.88万0.64%7,481 -343-4.4% -$8.38万 减仓
— EXXON MOBIL CORP $178.55万0.62%10,524 -293-2.7% -$4.97万 减仓
MA MASTERCARD INCORPORATED $155.89万0.54%3,120 -80-2.5% -$4.00万 减仓
WMT WALMART INC $137.03万0.48%11,025 -35-0.3% -$4,350 减仓
CAT CATERPILLAR INC $131.15万0.46%1,851 -118-6.0% -$8.36万 减仓
NFLX NETFLIX INC. $129.94万0.45%13,514 -18-0.1% -$1,731 减仓
ABBV ABBVIE INC $122.94万0.43%5,652 611.1% $1.33万 加仓
OEF ISHARES TR $113.33万0.39%3,563 3,563— $113.33万 新建仓
GE GE AEROSPACE $113.17万0.39%3,988 130.3% $3,689 加仓
COST COSTCO WHOLESALE CORPORATION $109.60万0.38%1,099 60.5% $5,984 加仓
RTX RTX CORPORATION $108.02万0.38%5,600 -296-5.0% -$5.71万 减仓
BAC BANK AMERICA CORP $104.42万0.36%21,420 -391-1.8% -$1.91万 减仓
TBLL INVESCO EXCH TRADED FD TR II $101.66万0.35%9,631 8169.3% $8.61万 加仓
HD HOME DEPOT INC $101.03万0.35%3,072 1625.6% $5.33万 加仓
CSCO CISCO SYS INC $100.03万0.35%12,892 -513-3.8% -$3.98万 减仓
PG PROCTER & GAMBLE CO $98.86万0.34%6,844 -72-1.0% -$1.04万 减仓
NEE NEXTERA ENERGY INC $96.79万0.34%10,421 -172-1.6% -$1.60万 减仓
CVX CHEVRON CORPORATION $96.19万0.33%4,649 1613.6% $3.33万 加仓
KO COCA COLA CO $88.59万0.31%11,648 100.1% $761 加仓
MRK MERCK & CO INC $87.25万0.30%7,253 5337.9% $6.41万 加仓
AMD ADVANCED MICRO DEVICES INC $85.34万0.30%4,195 2355.9% $4.78万 加仓
PM PHILIP MORRIS INTL INC $84.89万0.29%5,134 -170-3.2% -$2.81万 减仓
IBHF ISHARES TR $82.26万0.29%35,842 2950.8% $6,770 加仓
IBHG ISHARES TR $82.23万0.29%37,158 1870.5% $4,138 加仓
IBHH ISHARES TR $81.91万0.28%34,901 10.0% $23 加仓
IBHI ISHARES TR $81.60万0.28%35,047 490.1% $1,141 加仓
— ISHARES TR $81.39万0.28%31,043 -45-0.1% -$1,180 减仓
— ISHARES TR $81.09万0.28%31,862 -119-0.4% -$3,029 减仓
WFC WELLS FARGO & CO $79.92万0.28%10,039 -322-3.1% -$2.56万 减仓
PLTR PALANTIR TECHNOLOGIES INC $79.36万0.28%5,425 951.8% $1.39万 加仓
VZ VERIZON COMMUNICATIONS INC $77.31万0.27%15,400 1841.2% $9,237 加仓
ORCL ORACLE CORP $75.08万0.26%5,104 -317-5.8% -$4.66万 减仓
GS GOLDMAN SACHS GROUP INC $71.23万0.25%842 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $70.97万0.25%2,622 -120-4.4% -$3.25万 减仓
PEP PEPSICO INC $70.84万0.25%4,561 320.7% $4,970 加仓
MCD MCDONALDS CORP $67.71万0.24%2,178 100.5% $3,109 加仓
IBM INTERNATIONAL BUSINESS MACHS $65.49万0.23%2,702 -48-1.7% -$1.16万 减仓
MS MORGAN STANLEY $64.68万0.22%3,930 180.5% $2,962 加仓
ABT ABBOTT LABORATORIES $64.53万0.22%6,285 -893-12.4% -$9.17万 减仓
AMGN AMGEN INC $64.14万0.22%1,823 -63-3.3% -$2.22万 减仓
VTEB VANGUARD MUN BD FDS $60.84万0.21%12,194 6,573116.9% $32.79万 加仓
C CITIGROUP INC $59.77万0.21%5,270 1022.0% $1.16万 加仓
— HONEYWELL INTL INC $59.55万0.21%2,634 -50-1.9% -$1.13万 减仓
NOW SERVICENOW INC $59.51万0.21%5,692 5149.9% $5.37万 加仓
T AT&T INC $59.02万0.21%20,358 1220.6% $3,537 加仓
LIN LINDE PLC $57.51万0.20%1,160 191.7% $9,419 加仓
VUG VANGUARD INDEX FDS $52.11万0.18%1,193 -489-29.1% -$21.36万 减仓
UBER UBER TECHNOLOGIES INC $51.42万0.18%7,148 2493.6% $1.79万 加仓
ACN ACCENTURE PLC IRELAND $51.12万0.18%2,578 -89-3.3% -$1.76万 减仓
ISRG INTUITIVE SURGICAL INC $49.65万0.17%1,077 -16-1.5% -$7,376 减仓
IWD ISHARES TR $47.39万0.16%2,218 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $46.30万0.16%942 222.4% $1.08万 加仓
SHOP SHOPIFY INC $45.60万0.16%3,844 -764-16.6% -$9.06万 减仓
CRM SALESFORCE INC $45.10万0.16%2,416 -20-0.8% -$3,733 减仓
TXN TEXAS INSTRS INC $45.00万0.16%2,318 652.9% $1.26万 加仓
DIS DISNEY WALT CO $43.05万0.15%4,467 400.9% $3,855 加仓
BA BOEING CO $42.77万0.15%2,149 1547.7% $3.07万 加仓
AXP AMERICAN EXPRESS CO $42.13万0.15%1,392 372.7% $1.12万 加仓
JCI JOHNSON CONTROLS INTERNATION $40.08万0.14%3,061 -670-18.0% -$8.77万 减仓
INTC INTEL CORP $39.94万0.14%9,051 5616.6% $2.48万 加仓
QCOM QUALCOMM INC $39.77万0.14%3,088 913.0% $1.17万 加仓
VOE VANGUARD INDEX FDS $38.59万0.13%2,094 -278-11.7% -$5.12万 减仓