FFT WEALTH MANAGEMENT LLC
PHILADELPHIA PA · SEC CIK 0001653199
$5.52亿2026Q1 申报市值
99持仓数
67.2%前十大占比 · 第一大 19.3%
18 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$1,431.97万
DGRO 加仓+$713.46万
QQQ 加仓+$335.05万
IJR 加仓+$271.84万
IEFA 加仓+$225.95万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$186.59万
FISV 清仓-$177.89万
DFUS 减仓-$93.41万
AGG 减仓-$58.89万
EEM 减仓-$51.61万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.07亿 | 19.31% | 163,294 | 21,922 | 15.5% | $1,431.97万 | 加仓 |
| QLTY | GMO ETF TRUST | $5,926.69万 | 10.73% | 1,635,379 | 47,974 | 3.0% | $173.86万 | 加仓 |
| IWV | ISHARES TR | $5,111.76万 | 9.25% | 137,902 | 1,221 | 0.9% | $45.26万 | 加仓 |
| DGRO | ISHARES TR | $4,973.74万 | 9.01% | 708,712 | 101,662 | 16.7% | $713.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,704.12万 | 4.90% | 41,466 | 206 | 0.5% | $13.43万 | 加仓 |
| IJR | ISHARES TR | $2,385.02万 | 4.32% | 191,861 | 21,868 | 12.9% | $271.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,926.77万 | 3.49% | 33,383 | 5,805 | 21.0% | $335.05万 | 加仓 |
| IJH | ISHARES TR | $1,192.36万 | 2.16% | 176,567 | -4,021 | -2.2% | -$27.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,147.60万 | 2.08% | 35,747 | 22 | 0.1% | $7,063 | 加仓 |
| CPRT | COPART INC | $1,078.00万 | 1.95% | 324,699 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $966.30万 | 1.75% | 88,970 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $942.21万 | 1.71% | 16,468 | 1,266 | 8.3% | $72.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $937.81万 | 1.70% | 373,629 | -12 | -0.0% | -$301 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $821.86万 | 1.49% | 332,064 | -188 | -0.1% | -$4,653 | 减仓 |
| WMB | WILLIAMS COS INC | $785.60万 | 1.42% | 107,941 | 359 | 0.3% | $2.61万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $784.77万 | 1.42% | 106,165 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $714.98万 | 1.29% | 24,925 | -428 | -1.7% | -$12.28万 | 减仓 |
| AAPL | APPLE INC | $687.89万 | 1.25% | 27,105 | 4,300 | 18.9% | $109.13万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $595.79万 | 1.08% | 62,068 | 68 | 0.1% | $6,527 | 加仓 |
| AMZN | AMAZON COM INC | $589.42万 | 1.07% | 28,301 | 3,012 | 11.9% | $62.73万 | 加仓 |
| ACWI | ISHARES TR | $585.29万 | 1.06% | 42,299 | 7,873 | 22.9% | $108.94万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $582.80万 | 1.06% | 110,274 | -35,305 | -24.3% | -$186.59万 | 减仓 |
| EEM | ISHARES TR | $561.68万 | 1.02% | 98,905 | -9,087 | -8.4% | -$51.61万 | 减仓 |
| EFA | ISHARES TR | $468.83万 | 0.85% | 48,268 | -3,976 | -7.6% | -$38.62万 | 减仓 |
| GOOGL | ALPHABET INC | $463.87万 | 0.84% | 16,131 | 5,395 | 50.3% | $155.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $403.57万 | 0.73% | 62,979 | 806 | 1.3% | $5.16万 | 加仓 |
| SNPS | SYNOPSYS INC | $371.42万 | 0.67% | 9,368 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $345.51万 | 0.63% | 49,536 | 19,049 | 62.5% | $132.87万 | 加仓 |
| IEFA | ISHARES TR | $331.22万 | 0.60% | 36,586 | 24,958 | 214.6% | $225.95万 | 加仓 |
| AGG | ISHARES TR | $305.34万 | 0.55% | 30,759 | -5,932 | -16.2% | -$58.89万 | 减仓 |
| MUB | ISHARES TR | $282.60万 | 0.51% | 26,623 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $277.63万 | 0.50% | 30,715 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $262.79万 | 0.48% | 19,400 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $244.45万 | 0.44% | 45,226 | 4,962 | 12.3% | $26.82万 | 加仓 |
| NTR | NUTRIEN LTD | $227.59万 | 0.41% | 29,942 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $221.47万 | 0.40% | 31,232 | -13,173 | -29.7% | -$93.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $204.71万 | 0.37% | 10,434 | 115 | 1.1% | $2.26万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $196.50万 | 0.36% | 27,394 | 27,394 | — | $196.50万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $180.91万 | 0.33% | 33,822 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $175.63万 | 0.32% | 33,074 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $172.42万 | 0.31% | 1,875 | 1,541 | 461.4% | $141.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $169.25万 | 0.31% | 3,532 | 2,636 | 294.2% | $126.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $143.55万 | 0.26% | 9,693 | 9,693 | — | $143.55万 | 新建仓 |
| IEF | ISHARES TR | $143.45万 | 0.26% | 15,031 | 15,031 | — | $143.45万 | 新建仓 |
| IGV | ISHARES TR | $133.45万 | 0.24% | 16,671 | 16,671 | — | $133.45万 | 新建仓 |
| MSFT | MICROSOFT CORP | $127.67万 | 0.23% | 3,449 | 827 | 31.5% | $30.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $107.67万 | 0.19% | 27,708 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $107.25万 | 0.19% | 21,596 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $99.65万 | 0.18% | 8,810 | -255 | -2.8% | -$2.88万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $98.47万 | 0.18% | 3,256 | 2,586 | 386.0% | $78.21万 | 加仓 |
| EMXC | ISHARES INC | $98.15万 | 0.18% | 12,478 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $94.99万 | 0.17% | 1,901 | -80 | -4.0% | -$4.00万 | 减仓 |
| — | QORVO INC | $88.31万 | 0.16% | 11,409 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $86.02万 | 0.16% | 2,630 | 2,630 | — | $86.02万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $84.59万 | 0.15% | 3,287 | 3,287 | — | $84.59万 | 新建仓 |
| V | VISA INC | $82.33万 | 0.15% | 2,724 | -159 | -5.5% | -$4.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.96万 | 0.14% | 4,527 | 45 | 1.0% | $7,848 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $78.34万 | 0.14% | 17,320 | -3,501 | -16.8% | -$15.84万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $78.27万 | 0.14% | 23,753 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES TR | $71.17万 | 0.13% | 29,361 | 6,029 | 25.8% | $14.61万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $68.03万 | 0.12% | 7,370 | 0 | 0.0% | — | 重新持有 |
| VMC | VULCAN MATLS CO | $67.99万 | 0.12% | 2,497 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $64.65万 | 0.12% | 1,082 | 138 | 14.6% | $8.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $62.19万 | 0.11% | 6,352 | 6 | 0.1% | $587 | 加仓 |
| XBI | SPDR SERIES TRUST | $58.87万 | 0.11% | 4,609 | -61 | -1.3% | -$7,792 | 减仓 |
| ABBV | ABBVIE INC | $56.44万 | 0.10% | 2,595 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.57万 | 0.10% | 1,788 | 0 | 0.0% | — | 重新持有 |
| — | CALAVO GROWERS INC | $55.19万 | 0.10% | 21,400 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.88万 | 0.10% | 3,615 | -195 | -5.1% | -$2.85万 | 减仓 |
| IWF | ISHARES TR | $50.08万 | 0.09% | 1,175 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $41.88万 | 0.08% | 8,394 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $41.23万 | 0.07% | 3,476 | -117 | -3.3% | -$1.39万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $40.34万 | 0.07% | 1,960 | 1,960 | — | $40.34万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.90万 | 0.07% | 2,740 | 2,740 | — | $37.90万 | 新建仓 |
| APH | AMPHENOL CORP | $37.07万 | 0.07% | 2,928 | 2,928 | — | $37.07万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $36.76万 | 0.07% | 6,279 | -4,080 | -39.4% | -$23.88万 | 重新持有 |
| IWB | ISHARES TR | $35.17万 | 0.06% | 986 | 1 | 0.1% | $357 | 加仓 |
| — | EXXON MOBIL CORP | $34.56万 | 0.06% | 2,037 | 2,037 | — | $34.56万 | 新建仓 |
| MAGS | LISTED FDS TR | $33.55万 | 0.06% | 5,790 | 5,790 | — | $33.55万 | 新建仓 |
| GUNR | FLEXSHARES TR | $32.27万 | 0.06% | 5,851 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $31.92万 | 0.06% | 6,065 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $30.99万 | 0.06% | 3,653 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $29.87万 | 0.05% | 1,398 | 1,398 | — | $29.87万 | 新建仓 |
| IGF | ISHARES TR | $28.90万 | 0.05% | 4,313 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.80万 | 0.05% | 979 | 979 | — | $28.80万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $28.55万 | 0.05% | 1,168 | 1,168 | — | $28.55万 | 新建仓 |
| USXF | ISHARES TR | $27.53万 | 0.05% | 4,988 | 4,988 | — | $27.53万 | 新建仓 |
| NFRA | FLEXSHARES TR | $27.13万 | 0.05% | 4,243 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $27.06万 | 0.05% | 7,967 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $26.14万 | 0.05% | 28,626 | -1,015 | -3.4% | -$9,267 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $24.57万 | 0.04% | 212 | 212 | — | $24.57万 | 新建仓 |
| ARTY | ISHARES TR | $24.50万 | 0.04% | 5,265 | 5,265 | — | $24.50万 | 新建仓 |
| ORCL | ORACLE CORP | $23.70万 | 0.04% | 1,611 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.59万 | 0.04% | 1,097 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.21万 | 0.04% | 2,261 | 61 | 2.8% | $6,263 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.16万 | 0.04% | 3,709 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.25万 | 0.04% | 300 | 300 | — | $21.25万 | 新建仓 |
| IJK | ISHARES TR | $21.05万 | 0.04% | 2,092 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.99万 | 0.04% | 1,139 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -26,483 | -100.0% | -$177.89万 | 清仓 |