Comprehensive Wealth Management, LLC
LYNNWOOD WA · SEC CIK 0001535202
$2.19亿2026Q2 申报市值
43持仓数
76.2%前十大占比 · 第一大 17.2%
4 / 2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
XLC 加仓+$279.49万
AIRR 加仓+$273.83万
EDIV 加仓+$213.77万
CAPITAL-FORCE ET 新建仓+$204.35万
GUINNESS ATKINSO 加仓+$157.31万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$562.09万
RSPN 清仓-$262.26万
KORP 减仓-$217.17万
LGOV 减仓-$191.07万
INNOVATOR ETFS T 清仓-$171.86万
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 |
|---|---|---|---|---|---|---|---|---|
| RSPN | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -45,547 | -100.0% | -$262.26万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -43,741 | -100.0% | -$171.86万 | 清仓 |
| AMZN | AMAZON COM INC | $37.87万 | 0.17% | 1,589 | 1,589 | — | $37.87万 | 新建仓 |
| IXG | ISHARES TR | $43.99万 | 0.20% | 3,533 | 78 | 2.3% | $9,711 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $85.96万 | 0.39% | 17,268 | 17,268 | — | $85.96万 | 新建仓 |
| KORP | AMERICAN CENTY ETF TR | $96.75万 | 0.44% | 20,651 | -46,354 | -69.2% | -$217.17万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $97.18万 | 0.44% | 34,232 | 2,351 | 7.4% | $6.67万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $99.66万 | 0.46% | 21,231 | 14,719 | 226.0% | $69.09万 | 重新持有 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $112.12万 | 0.51% | 48,917 | -14,509 | -22.9% | -$33.25万 | 减仓 |
| IAGG | ISHARES TR | $112.42万 | 0.51% | 22,218 | -14,950 | -40.2% | -$75.65万 | 减仓 |
| HYZD | WISDOMTREE TR | $123.94万 | 0.57% | 55,067 | 37,938 | 221.5% | $85.39万 | 重新持有 |
| SYLD | CAMBRIA ETF TR | $128.59万 | 0.59% | 16,259 | 9,770 | 150.6% | $77.27万 | 加仓 |
| WTMF | WISDOMTREE TR | $128.70万 | 0.59% | 31,506 | 1,842 | 6.2% | $7.52万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $128.77万 | 0.59% | 25,759 | 25,759 | — | $128.77万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $129.35万 | 0.59% | 52,454 | -2,091 | -3.8% | -$5.16万 | 减仓 |
| REET | ISHARES TR | $131.85万 | 0.60% | 47,737 | 2,914 | 6.5% | $8.05万 | 加仓 |
| REZ | ISHARES TR | $136.73万 | 0.62% | 14,440 | 942 | 7.0% | $8.92万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $136.84万 | 0.63% | 14,615 | -9,101 | -38.4% | -$85.21万 | 减仓 |
| IYK | ISHARES TR | $138.57万 | 0.63% | 19,071 | 722 | 3.9% | $5.25万 | 加仓 |
| ICVT | ISHARES TR | $145.92万 | 0.67% | 11,986 | 2,114 | 21.4% | $25.74万 | 加仓 |
| — | PROSHARES TR | $149.47万 | 0.68% | 27,314 | 8,741 | 47.1% | $47.83万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $162.25万 | 0.74% | 9,536 | -2,856 | -23.0% | -$48.59万 | 减仓 |
| HEZU | ISHARES TR | $164.04万 | 0.75% | 32,708 | -7,712 | -19.1% | -$38.68万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $171.40万 | 0.78% | 32,273 | 28,739 | 813.2% | $152.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $177.75万 | 0.81% | 4,765 | -3 | -0.1% | -$1,119 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $182.06万 | 0.83% | 11,475 | 1,549 | 15.6% | $24.58万 | 加仓 |
| DXJ | WISDOMTREE TR | $189.61万 | 0.87% | 10,927 | 6,941 | 174.1% | $120.44万 | 加仓 |
| — | CAPITAL-FORCE ETF TR | $204.35万 | 0.93% | 41,766 | 41,766 | — | $204.35万 | 新建仓 |
| — | FLEXSHARES TR | $212.66万 | 0.97% | 50,711 | -32,290 | -38.9% | -$135.41万 | 减仓 |
| ANGL | VANECK ETF TRUST | $212.93万 | 0.97% | 72,820 | -13,087 | -15.2% | -$38.27万 | 减仓 |
| UTES | ETFIS SER TR I | $220.76万 | 1.01% | 27,007 | 2,527 | 10.3% | $20.66万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $242.53万 | 1.11% | 47,911 | 25,360 | 112.5% | $128.37万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $281.37万 | 1.29% | 9,287 | -814 | -8.1% | -$24.66万 | 减仓 |
| RING | ISHARES INC | $304.76万 | 1.39% | 47,177 | 14,351 | 43.7% | $92.71万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $313.53万 | 1.43% | 27,971 | -2,546 | -8.3% | -$28.54万 | 减仓 |
| — | ISHARES TR | $360.59万 | 1.65% | 83,898 | -16,359 | -16.3% | -$70.31万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $361.08万 | 1.65% | 168,729 | -89,285 | -34.6% | -$191.07万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $464.79万 | 2.12% | 86,699 | -8,740 | -9.2% | -$46.86万 | 减仓 |
| GDX | VANECK ETF TRUST | $616.42万 | 2.82% | 81,699 | 11,074 | 15.7% | $83.55万 | 加仓 |
| — | CAPITOL SER TR | $657.96万 | 3.01% | 150,048 | -10,646 | -6.6% | -$46.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,910.29万 | 8.73% | 100,267 | -29,503 | -22.7% | -$562.09万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $2,455.19万 | 11.22% | 229,179 | 26,089 | 12.8% | $279.49万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $2,828.35万 | 12.92% | 690,557 | 52,194 | 8.2% | $213.77万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3,274.41万 | 14.96% | 245,734 | 20,550 | 9.1% | $273.83万 | 加仓 |
| — | GUINNESS ATKINSON FDS | $3,754.31万 | 17.15% | 2,019,643 | 84,626 | 4.4% | $157.31万 | 加仓 |