NORTHWEST WEALTH MANAGEMENT, LLC
SPENCER IA · SEC CIK 0001695344
$6.65亿2026Q1 申报市值
255持仓数
49.3%前十大占比 · 第一大 9.3%
30 / 22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
VGIT 加仓+$620.63万
ITOT 加仓+$480.00万
DFSD 加仓+$361.41万
DIMENSIONAL ETF 加仓+$255.12万
VTIP 加仓+$244.65万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$85.38万
DFIV 减仓-$52.31万
AOA 减仓-$36.16万
AOR 减仓-$34.06万
LVS 清仓-$33.96万
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $66.16万 | 0.10% | 2,030 | 15 | 0.7% | $4,889 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $65.73万 | 0.10% | 37,032 | 315 | 0.9% | $5,591 | 加仓 |
| GEV | GE VERNOVA INC | $63.29万 | 0.10% | 725 | 47 | 6.9% | $4.10万 | 加仓 |
| ABNB | AIRBNB INC | $62.99万 | 0.09% | 4,988 | 1,374 | 38.0% | $17.35万 | 加仓 |
| IJS | ISHARES TR | $62.90万 | 0.09% | 5,310 | 3 | 0.1% | $355 | 加仓 |
| PCG | PG&E CORP | $62.70万 | 0.09% | 35,688 | 3,404 | 10.5% | $5.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.32万 | 0.09% | 4,192 | -983 | -19.0% | -$14.38万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $60.89万 | 0.09% | 25,394 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $60.08万 | 0.09% | 5,444 | -1,547 | -22.1% | -$17.07万 | 减仓 |
| SHY | ISHARES TR | $60.03万 | 0.09% | 7,270 | -33 | -0.5% | -$2,725 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $58.20万 | 0.09% | 4,208 | -146 | -3.4% | -$2.02万 | 减仓 |
| FTI | TECHNIPFMC PLC | $58.01万 | 0.09% | 8,391 | 831 | 11.0% | $5.74万 | 加仓 |
| GE | GE AEROSPACE | $57.56万 | 0.09% | 2,028 | -52 | -2.5% | -$1.48万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $56.58万 | 0.09% | 12,629 | 124 | 1.0% | $5,555 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.12万 | 0.08% | 912 | 158 | 21.0% | $9.55万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $54.85万 | 0.08% | 22,144 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $51.70万 | 0.08% | 15,790 | -591 | -3.6% | -$1.93万 | 减仓 |
| PSX | PHILLIPS 66 | $51.53万 | 0.08% | 2,828 | -149 | -5.0% | -$2.71万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $51.25万 | 0.08% | 8,718 | 1,256 | 16.8% | $7.38万 | 加仓 |
| ADBE | ADOBE INC | $51.15万 | 0.08% | 2,104 | 1,147 | 119.9% | $27.89万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $51.07万 | 0.08% | 10,701 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $50.72万 | 0.08% | 10,604 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $50.57万 | 0.08% | 565 | 1 | 0.2% | $895 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $50.35万 | 0.08% | 20,644 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $50.10万 | 0.08% | 6,725 | 257 | 4.0% | $1.91万 | 加仓 |
| ORCL | ORACLE CORP | $49.27万 | 0.07% | 3,349 | 91 | 2.8% | $1.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.97万 | 0.07% | 491 | 63 | 14.7% | $6.28万 | 加仓 |
| CPRT | COPART INC | $48.72万 | 0.07% | 14,676 | 1,656 | 12.7% | $5.50万 | 加仓 |
| TSN | TYSON FOODS INC | $47.11万 | 0.07% | 7,353 | 642 | 9.6% | $4.11万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $46.96万 | 0.07% | 6,544 | 17 | 0.3% | $1,220 | 加仓 |
| IEI | ISHARES TR | $46.51万 | 0.07% | 3,922 | -7 | -0.2% | -$830 | 减仓 |
| SNDK | SANDISK CORP | $46.38万 | 0.07% | 730 | 730 | — | $46.38万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $46.07万 | 0.07% | 1,759 | -410 | -18.9% | -$10.74万 | 减仓 |
| AMLP | ALPS ETF TR | $45.42万 | 0.07% | 8,628 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $45.19万 | 0.07% | 17,734 | 85 | 0.5% | $2,166 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $44.65万 | 0.07% | 6,539 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.31万 | 0.07% | 666 | 10 | 1.5% | $6,503 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.10万 | 0.06% | 2,607 | 90 | 3.6% | $1.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $43.03万 | 0.06% | 5,576 | 51 | 0.9% | $3,936 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.45万 | 0.06% | 2,212 | 2 | 0.1% | $384 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.12万 | 0.06% | 2,024 | 109 | 5.7% | $2.27万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $39.77万 | 0.06% | 1,877 | 151 | 8.7% | $3.20万 | 加仓 |
| VRSN | VERISIGN INC | $39.66万 | 0.06% | 1,597 | -81 | -4.8% | -$2.01万 | 减仓 |
| DAL | DELTA AIR LINES INC | $39.39万 | 0.06% | 5,925 | 629 | 11.9% | $4.18万 | 加仓 |
| SPGI | S&P GLOBAL INC | $39.30万 | 0.06% | 924 | 924 | — | $39.30万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $39.08万 | 0.06% | 1,889 | 84 | 4.7% | $1.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $39.04万 | 0.06% | 1,558 | 1,558 | — | $39.04万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $38.86万 | 0.06% | 503 | 29 | 6.1% | $2.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $38.33万 | 0.06% | 2,904 | -133 | -4.4% | -$1.76万 | 减仓 |
| GLW | CORNING INC | $38.23万 | 0.06% | 2,812 | -63 | -2.2% | -$8,566 | 减仓 |
| C | CITIGROUP INC | $38.08万 | 0.06% | 3,358 | 195 | 6.2% | $2.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $38.05万 | 0.06% | 7,580 | 197 | 2.7% | $9,889 | 加仓 |
| VXUS | VANGUARD STAR FDS | $37.16万 | 0.06% | 4,819 | -46 | -0.9% | -$3,547 | 减仓 |
| NOW | SERVICENOW INC | $36.87万 | 0.06% | 3,527 | 1,437 | 68.8% | $15.02万 | 加仓 |
| APH | AMPHENOL CORP | $36.16万 | 0.05% | 2,862 | -674 | -19.1% | -$8.52万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.13万 | 0.05% | 1,294 | -50 | -3.7% | -$1.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.10万 | 0.05% | 15,265 | -837 | -5.2% | -$1.98万 | 减仓 |
| FTNT | FORTINET INC | $35.81万 | 0.05% | 4,382 | 1,362 | 45.1% | $11.13万 | 加仓 |
| SNOW | SNOWFLAKE INC | $35.73万 | 0.05% | 2,369 | -274 | -10.4% | -$4.13万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.05万 | 0.05% | 14,160 | 423 | 3.1% | $1.05万 | 加仓 |
| HD | HOME DEPOT INC | $34.96万 | 0.05% | 1,063 | -15 | -1.4% | -$4,933 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.85万 | 0.05% | 1,152 | 4 | 0.3% | $1,210 | 加仓 |
| WM | WASTE MGMT INC DEL | $34.79万 | 0.05% | 1,514 | 9 | 0.6% | $2,068 | 加仓 |
| TPR | TAPESTRY INC | $34.74万 | 0.05% | 2,462 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $34.73万 | 0.05% | 1,176 | 9 | 0.8% | $2,658 | 加仓 |
| B | BARRICK MNG CORP | $34.53万 | 0.05% | 8,465 | 204 | 2.5% | $8,321 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.34万 | 0.05% | 4,332 | -21 | -0.5% | -$1,665 | 减仓 |
| DG | DOLLAR GEN CORP | $33.70万 | 0.05% | 2,838 | 157 | 5.9% | $1.86万 | 加仓 |
| EME | EMCOR GROUP INC | $33.45万 | 0.05% | 453 | 59 | 15.0% | $4.36万 | 加仓 |
| ABBV | ABBVIE INC | $33.08万 | 0.05% | 1,521 | -138 | -8.3% | -$3.00万 | 减仓 |
| ENFR | ALPS ETF TR | $32.64万 | 0.05% | 8,542 | -226 | -2.6% | -$8,635 | 减仓 |
| TJX | TJX COS INC NEW | $32.55万 | 0.05% | 2,038 | 189 | 10.2% | $3.02万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $32.45万 | 0.05% | 2,463 | 688 | 38.8% | $9.06万 | 加仓 |
| NTRA | NATERA INC | $32.36万 | 0.05% | 1,618 | 25 | 1.6% | $5,000 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $31.95万 | 0.05% | 1,842 | 1,842 | — | $31.95万 | 新建仓 |
| RL | RALPH LAUREN CORP | $31.72万 | 0.05% | 922 | 16 | 1.8% | $5,504 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $31.71万 | 0.05% | 18,535 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $31.24万 | 0.05% | 1,868 | -37 | -1.9% | -$6,187 | 减仓 |
| PII | POLARIS INC | $31.09万 | 0.05% | 5,704 | -63 | -1.1% | -$3,433 | 减仓 |
| BAC | BANK AMERICA CORP | $30.97万 | 0.05% | 6,353 | -168 | -2.6% | -$8,190 | 减仓 |
| MO | ALTRIA GROUP INC | $30.94万 | 0.05% | 4,689 | -487 | -9.4% | -$3.21万 | 减仓 |
| ILMN | ILLUMINA INC | $30.58万 | 0.05% | 2,481 | -166 | -6.3% | -$2.05万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.27万 | 0.05% | 2,465 | -805 | -24.6% | -$9.88万 | 减仓 |
| CAT | CATERPILLAR INC | $30.08万 | 0.05% | 425 | 9 | 2.2% | $6,370 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $29.82万 | 0.04% | 3,710 | -1,271 | -25.5% | -$10.22万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.59万 | 0.04% | 2,260 | 150 | 7.1% | $1.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.55万 | 0.04% | 1,219 | -23 | -1.9% | -$5,575 | 减仓 |
| MCD | MCDONALDS CORP | $29.51万 | 0.04% | 950 | 2 | 0.2% | $621 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $29.47万 | 0.04% | 2,996 | 42 | 1.4% | $4,132 | 加仓 |
| TGT | TARGET CORP | $29.45万 | 0.04% | 2,430 | 249 | 11.4% | $3.02万 | 加仓 |
| EMXC | ISHARES INC | $29.20万 | 0.04% | 3,712 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $29.20万 | 0.04% | 4,766 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $29.02万 | 0.04% | 1,358 | 22 | 1.6% | $4,701 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.71万 | 0.04% | 837 | 15 | 1.8% | $5,146 | 加仓 |
| CSCO | CISCO SYS INC | $28.71万 | 0.04% | 3,700 | -76 | -2.0% | -$5,897 | 减仓 |
| SYK | STRYKER CORPORATION | $28.62万 | 0.04% | 871 | 273 | 45.7% | $8.97万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.45万 | 0.04% | 1,559 | -1,030 | -39.8% | -$18.79万 | 减仓 |
| TER | TERADYNE INC | $28.16万 | 0.04% | 950 | 950 | — | $28.16万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $27.98万 | 0.04% | 9,745 | 473 | 5.1% | $1.36万 | 加仓 |
| — | LATTICE STRATEGIES TR | $27.64万 | 0.04% | 5,722 | 21 | 0.4% | $1,014 | 加仓 |