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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $5,244.93万 | 0.62% | 529,898 | 47,723 | 9.9% | $472.36万 | 加仓 |
| IXUS | ISHARES TR | $5,648.84万 | 0.66% | 591,873 | 59,046 | 11.1% | $563.54万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $5,760.40万 | 0.68% | 739,365 | 54,821 | 8.0% | $427.11万 | 加仓 |
| IVE | ISHARES TR | $5,908.86万 | 0.69% | 260,233 | -16,846 | -6.1% | -$382.51万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $6,139.51万 | 0.72% | 908,750 | 165,099 | 22.2% | $1,115.41万 | 加仓 |
| SGOV | ISHARES TR | $6,174.56万 | 0.72% | 613,347 | 49,670 | 8.8% | $500.03万 | 加仓 |
| ESGU | ISHARES TR | $6,225.61万 | 0.73% | 380,376 | 35,843 | 10.4% | $586.64万 | 加仓 |
| GOOGL | ALPHABET INC | $6,348.62万 | 0.74% | 177,648 | 6,678 | 3.9% | $238.65万 | 加仓 |
| QUAL | ISHARES TR | $6,348.64万 | 0.74% | 289,324 | -11,429 | -3.8% | -$250.79万 | 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 |
| SPYG | SPDR SERIES TRUST | $6,550.05万 | 0.77% | 550,470 | -22,587 | -3.9% | -$268.76万 | 减仓 |
| 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 |
| VTEB | VANGUARD MUN BD FDS | $8,065.70万 | 0.95% | 1,594,643 | 229,033 | 16.8% | $1,158.45万 | 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 |
| GFLW | VICTORY PORTFOLIOS II | $8,782.05万 | 1.03% | 2,561,603 | 260,739 | 11.3% | $893.90万 | 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 |
| VOO | VANGUARD INDEX FDS | $9,245.13万 | 1.08% | 134,610 | 3,937 | 3.0% | $270.40万 | 加仓 |
| EMXC | ISHARES INC | $9,420.47万 | 1.10% | 920,867 | -35,209 | -3.7% | -$360.19万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $9,515.45万 | 1.12% | 1,858,446 | -7,793 | -0.4% | -$39.90万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1.04亿 | 1.22% | 2,273,385 | 106,833 | 4.9% | $488.76万 | 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 |
| IEFA | ISHARES TR | $1.11亿 | 1.31% | 1,153,599 | 81,010 | 7.6% | $782.39万 | 加仓 |
| AMZN | AMAZON COM INC | $1.14亿 | 1.33% | 476,760 | 18,697 | 4.1% | $445.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.14亿 | 1.34% | 307,840 | 2,812 | 0.9% | $104.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.17亿 | 1.37% | 583,142 | 15,761 | 2.8% | $315.36万 | 加仓 |
| GOOG | ALPHABET INC | $1.19亿 | 1.39% | 335,661 | 47,899 | 16.6% | $1,692.41万 | 加仓 |
| IGSB | ISHARES TR | $1.26亿 | 1.47% | 2,399,367 | 319,842 | 15.4% | $1,676.29万 | 加仓 |
| QLTA | ISHARES TR | $1.27亿 | 1.49% | 2,676,208 | 405,622 | 17.9% | $1,927.52万 | 加仓 |
| EFV | ISHARES TR | $1.32亿 | 1.54% | 1,718,610 | -348,505 | -16.9% | -$2,667.81万 | 减仓 |
| IVV | ISHARES TR | $1.34亿 | 1.57% | 179,336 | -36,132 | -16.8% | -$2,705.89万 | 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 |
| QQQ | INVESCO QQQ TR | $1.64亿 | 1.92% | 222,465 | -2,322 | -1.0% | -$170.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.68亿 | 1.97% | 451,467 | 16,952 | 3.9% | $632.34万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.99亿 | 2.33% | 2,168,459 | 172,568 | 8.6% | $1,581.41万 | 加仓 |
| AAPL | APPLE INC | $2.21亿 | 2.59% | 763,434 | 77 | 0.0% | $2.23万 | 加仓 |
| MBB | ISHARES TR | $2.22亿 | 2.61% | 2,352,562 | 328,739 | 16.2% | $3,107.24万 | 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 |
| SCHF | SCHWAB STRATEGIC TR | $4.46亿 | 5.23% | 16,104,671 | 597,724 | 3.9% | $1,655.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4.47亿 | 5.25% | 5,090,408 | 1,104,560 | 27.7% | $9,706.87万 | 加仓 |