Composition Wealth, LLC
LOS ANGELES CA · SEC CIK 0001585859
$85.28亿2026Q2 申报市值
1,004持仓数
29.4%前十大占比 · 第一大 5.2%
137 / 35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
SPYM 加仓+$9,706.87万
WCMI 新建仓+$8,358.11万
BND 加仓+$4,913.49万
PAVE 新建仓+$4,289.84万
MBB 加仓+$3,107.24万
2026Q2 卖出最多 按季末市值估算
PPA 减仓-$4,778.29万
IVV 减仓-$2,705.89万
EFV 减仓-$2,667.81万
GBIL 减仓-$2,602.21万
VEA 减仓-$1,422.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4.47亿 | 5.25% | 5,090,408 | 1,104,560 | 27.7% | $9,706.87万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4.46亿 | 5.23% | 16,104,671 | 597,724 | 3.9% | $1,655.70万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3.61亿 | 4.23% | 4,911,062 | 669,322 | 15.8% | $4,913.49万 | 加仓 |
| MBB | ISHARES TR | $2.22亿 | 2.61% | 2,352,562 | 328,739 | 16.2% | $3,107.24万 | 加仓 |
| AAPL | APPLE INC | $2.21亿 | 2.59% | 763,434 | 77 | 0.0% | $2.23万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.99亿 | 2.33% | 2,168,459 | 172,568 | 8.6% | $1,581.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.68亿 | 1.97% | 451,467 | 16,952 | 3.9% | $632.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.64亿 | 1.92% | 222,465 | -2,322 | -1.0% | -$170.99万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.47亿 | 1.72% | 484,041 | 45,693 | 10.4% | $1,384.36万 | 加仓 |
| IVV | ISHARES TR | $1.34亿 | 1.57% | 179,336 | -36,132 | -16.8% | -$2,705.89万 | 减仓 |
| EFV | ISHARES TR | $1.32亿 | 1.54% | 1,718,610 | -348,505 | -16.9% | -$2,667.81万 | 减仓 |
| QLTA | ISHARES TR | $1.27亿 | 1.49% | 2,676,208 | 405,622 | 17.9% | $1,927.52万 | 加仓 |
| IGSB | ISHARES TR | $1.26亿 | 1.47% | 2,399,367 | 319,842 | 15.4% | $1,676.29万 | 加仓 |
| GOOG | ALPHABET INC | $1.19亿 | 1.39% | 335,661 | 47,899 | 16.6% | $1,692.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.17亿 | 1.37% | 583,142 | 15,761 | 2.8% | $315.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.14亿 | 1.34% | 307,840 | 2,812 | 0.9% | $104.06万 | 加仓 |
| AMZN | AMAZON COM INC | $1.14亿 | 1.33% | 476,760 | 18,697 | 4.1% | $445.62万 | 加仓 |
| IEFA | ISHARES TR | $1.11亿 | 1.31% | 1,153,599 | 81,010 | 7.6% | $782.39万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.06亿 | 1.24% | 1,778,058 | 408,481 | 29.8% | $2,438.22万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1.04亿 | 1.22% | 2,273,385 | 106,833 | 4.9% | $488.76万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $9,515.45万 | 1.12% | 1,858,446 | -7,793 | -0.4% | -$39.90万 | 减仓 |
| EMXC | ISHARES INC | $9,420.47万 | 1.10% | 920,867 | -35,209 | -3.7% | -$360.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,245.13万 | 1.08% | 134,610 | 3,937 | 3.0% | $270.40万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $8,860.49万 | 1.04% | 884,634 | -259,805 | -22.7% | -$2,602.21万 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $8,782.05万 | 1.03% | 2,561,603 | 260,739 | 11.3% | $893.90万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $8,358.11万 | 0.98% | 4,270,879 | 4,270,879 | — | $8,358.11万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $8,065.70万 | 0.95% | 1,594,643 | 229,033 | 16.8% | $1,158.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,911.02万 | 0.81% | 92,545 | 21,808 | 30.8% | $1,628.56万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6,550.05万 | 0.77% | 550,470 | -22,587 | -3.9% | -$268.76万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $6,377.73万 | 0.75% | 633,969 | -2,379 | -0.4% | -$23.93万 | 减仓 |
| QUAL | ISHARES TR | $6,348.64万 | 0.74% | 289,324 | -11,429 | -3.8% | -$250.79万 | 减仓 |
| GOOGL | ALPHABET INC | $6,348.62万 | 0.74% | 177,648 | 6,678 | 3.9% | $238.65万 | 加仓 |
| ESGU | ISHARES TR | $6,225.61万 | 0.73% | 380,376 | 35,843 | 10.4% | $586.64万 | 加仓 |
| SGOV | ISHARES TR | $6,174.56万 | 0.72% | 613,347 | 49,670 | 8.8% | $500.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $6,139.51万 | 0.72% | 908,750 | 165,099 | 22.2% | $1,115.41万 | 加仓 |
| IVE | ISHARES TR | $5,908.86万 | 0.69% | 260,233 | -16,846 | -6.1% | -$382.51万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $5,760.40万 | 0.68% | 739,365 | 54,821 | 8.0% | $427.11万 | 加仓 |
| IXUS | ISHARES TR | $5,648.84万 | 0.66% | 591,873 | 59,046 | 11.1% | $563.54万 | 加仓 |
| AGG | ISHARES TR | $5,244.93万 | 0.62% | 529,898 | 47,723 | 9.9% | $472.36万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $5,065.23万 | 0.59% | 970,536 | 52,239 | 5.7% | $272.64万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,986.69万 | 0.58% | 1,423,549 | 126,583 | 9.8% | $443.42万 | 加仓 |
| IWR | ISHARES TR | $4,778.51万 | 0.56% | 433,150 | -7,970 | -1.8% | -$87.92万 | 减仓 |
| GEME | 2023 ETF SERIES TRUST | $4,562.38万 | 0.54% | 1,047,860 | 46,989 | 4.7% | $204.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,537.26万 | 0.53% | 636,809 | -199,631 | -23.9% | -$1,422.37万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $4,436.49万 | 0.52% | 397,707 | 30,908 | 8.4% | $344.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,425.25万 | 0.52% | 135,192 | 1,623 | 1.2% | $53.13万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $4,394.97万 | 0.52% | 854,388 | 136,830 | 19.1% | $703.85万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $4,313.15万 | 0.51% | 1,689,445 | 242,266 | 16.7% | $618.51万 | 加仓 |
| PAVE | GLOBAL X FDS | $4,289.84万 | 0.50% | 728,078 | 728,078 | — | $4,289.84万 | 新建仓 |
| IUSB | ISHARES TR | $4,110.88万 | 0.48% | 890,765 | 75,644 | 9.3% | $349.10万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,072.65万 | 0.48% | 759,682 | 118,307 | 18.4% | $634.24万 | 加仓 |
| IJH | ISHARES TR | $3,853.97万 | 0.45% | 499,802 | 11,734 | 2.4% | $90.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,852.72万 | 0.45% | 76,994 | 8,962 | 13.2% | $448.45万 | 加仓 |
| EFA | ISHARES TR | $3,705.03万 | 0.43% | 356,664 | 2,911 | 0.8% | $30.24万 | 加仓 |
| ITOT | ISHARES TR | $3,625.27万 | 0.43% | 220,690 | -400 | -0.2% | -$6.57万 | 减仓 |
| AVGO | BROADCOM INC | $3,565.62万 | 0.42% | 94,391 | 2,026 | 2.2% | $76.53万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,418.91万 | 0.40% | 112,791 | -1,209 | -1.1% | -$36.65万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $3,352.43万 | 0.39% | 317,556 | -8,698 | -2.7% | -$91.82万 | 减仓 |
| ESGD | ISHARES TR | $3,188.17万 | 0.37% | 310,104 | 6,531 | 2.2% | $67.15万 | 加仓 |
| META | META PLATFORMS INC | $3,143.79万 | 0.37% | 55,811 | -8,147 | -12.7% | -$458.91万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,131.18万 | 0.37% | 542,947 | 85,212 | 18.6% | $491.42万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $3,079.56万 | 0.36% | 1,223,504 | 191,395 | 18.5% | $481.74万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $3,049.57万 | 0.36% | 1,244,215 | 5,701 | 0.5% | $13.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,910.67万 | 0.34% | 114,607 | -1,293 | -1.1% | -$32.84万 | 减仓 |
| EPI | WISDOMTREE TR | $2,832.16万 | 0.33% | 662,028 | 67,629 | 11.4% | $289.32万 | 加仓 |
| CAT | CATERPILLAR INC | $2,769.77万 | 0.32% | 26,010 | 1,036 | 4.1% | $110.32万 | 加仓 |
| LLY | ELI LILLY & CO | $2,753.77万 | 0.32% | 22,959 | 815 | 3.7% | $97.75万 | 加仓 |
| WMT | WALMART INC | $2,723.12万 | 0.32% | 240,430 | 9,347 | 4.0% | $105.86万 | 加仓 |
| EAGG | ISHARES TR | $2,582.42万 | 0.30% | 544,699 | 42,518 | 8.5% | $201.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,531.06万 | 0.30% | 27,057 | 1,804 | 7.1% | $168.76万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,510.91万 | 0.29% | 369,197 | -36,633 | -9.0% | -$249.14万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2,502.21万 | 0.29% | 478,068 | -167,555 | -26.0% | -$876.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,458.08万 | 0.29% | 129,019 | 27 | 0.0% | $5,144 | 加仓 |
| SNDK | SANDISK CORP | $2,400.60万 | 0.28% | 10,558 | 115 | 1.1% | $26.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,339.93万 | 0.27% | 23,136 | 381 | 1.7% | $38.53万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,296.90万 | 0.27% | 32,657 | -456 | -1.4% | -$32.07万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,282.18万 | 0.27% | 129,192 | -270,495 | -67.7% | -$4,778.29万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,278.37万 | 0.27% | 275,764 | -470 | -0.2% | -$3.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,246.91万 | 0.26% | 31,078 | 2,237 | 7.8% | $161.73万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,230.31万 | 0.26% | 34,918 | 186 | 0.5% | $11.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,114.09万 | 0.25% | 624,732 | -17,024 | -2.7% | -$57.61万 | 减仓 |
| IJR | ISHARES TR | $2,095.46万 | 0.25% | 141,289 | -3,999 | -2.8% | -$59.31万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $2,077.48万 | 0.24% | 413,265 | 1,419 | 0.3% | $7.13万 | 加仓 |
| IWF | ISHARES TR | $2,061.08万 | 0.24% | 165,988 | 3,440 | 2.1% | $42.71万 | 加仓 |
| V | VISA INC | $2,015.37万 | 0.24% | 58,742 | 1,824 | 3.2% | $62.58万 | 加仓 |
| TSLA | TESLA INC | $1,986.04万 | 0.23% | 47,219 | -544 | -1.1% | -$22.88万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,957.84万 | 0.23% | 246,517 | -4,478 | -1.8% | -$35.56万 | 减仓 |
| TLT | ISHARES TR | $1,955.74万 | 0.23% | 226,306 | 178,050 | 369.0% | $1,538.71万 | 加仓 |
| HD | HOME DEPOT INC | $1,906.23万 | 0.22% | 54,050 | 325 | 0.6% | $11.46万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,847.58万 | 0.22% | 785,536 | 94,857 | 13.7% | $223.10万 | 加仓 |
| GLD | SPDR GOLD TR | $1,778.67万 | 0.21% | 48,283 | 15,059 | 45.3% | $554.75万 | 加仓 |
| MCHB | MECHANICS BANCORP | $1,774.09万 | 0.21% | 1,115,781 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1,770.85万 | 0.21% | 120,762 | -28,405 | -19.0% | -$416.53万 | 减仓 |
| ABBV | ABBVIE INC | $1,708.08万 | 0.20% | 67,878 | 2,564 | 3.9% | $64.52万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,662.40万 | 0.19% | 573,043 | 36,445 | 6.8% | $105.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,659.83万 | 0.19% | 76,163 | 1,798 | 2.4% | $39.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,643.88万 | 0.19% | 69,473 | 7,879 | 12.8% | $186.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,642.00万 | 0.19% | 99,059 | 31,427 | 46.5% | $520.93万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,626.54万 | 0.19% | 395,751 | -1,133 | -0.3% | -$4.66万 | 减仓 |
| GVI | ISHARES TR | $1,621.38万 | 0.19% | 152,823 | 5,038 | 3.4% | $53.45万 | 加仓 |