13F 机构持仓

IHT Wealth Management, LLC

Chicago IL · SEC CIK 0001697490

2026Q22026Q1 更早 9 个季度 🔒
$43.10亿2026Q1 申报市值
1,258持仓数
18.2%前十大占比 · 第一大 2.7%
155 / 82新建仓 / 清仓
申报市值走势$47.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.7%
SPYV 2.2%
NVDA 2.1%
USFR 2.1%
TSLA 1.7%
QQQ 1.7%
IVV 1.6%
SPYG 1.5%
TLT 1.5%
DYNF 1.3%

2026Q1 买入最多 按季末市值估算

SPDR S&P 500 ETF 新建仓+$5,166.67万
SPTI 加仓+$2,055.23万
TLT 加仓+$1,966.62万
DYNF 加仓+$1,544.10万
YEAR 加仓+$1,303.86万

2026Q1 卖出最多 按季末市值估算

QQQM 减仓-$2,155.04万
IAGG 减仓-$1,314.60万
MDYV 清仓-$1,184.22万
DIREXION SHS ETF 清仓-$1,180.97万
AIRR 减仓-$1,103.14万

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
EWZ ISHARES MSCI $150.25万0.03%39,137 -6,954-15.1% -$26.70万 减仓
BBUS J P Morgan Exchange Traded F $150.99万0.04%12,885 10,619468.6% $124.44万 加仓
ADI Analog Devices Inc $151.50万0.04%4,762 69117.0% $21.98万 加仓
— INVESCO EXCH TRADED FD TR II $152.67万0.04%48,456 4,77510.9% $15.04万 加仓
EVRG Evergy Inc $153.25万0.04%18,707 -480-2.5% -$3.93万 减仓
DFAW DIMENSIONAL ETF TRUST $155.71万0.04%21,105 6,80547.6% $50.21万 加仓
SYK Stryker Corp $158.00万0.04%4,808 2,05974.9% $67.66万 加仓
CLOI VANECK ETF TRUST $158.03万0.04%29,987 9,65547.5% $50.88万 加仓
XNTK SPDR SERIES $158.64万0.04%6,214 4778.3% $12.18万 加仓
VWO VANGUARD FSTE $159.53万0.04%29,514 3,20412.2% $17.32万 加仓
— GLOBAL X FDS $159.77万0.04%61,730 21,70054.2% $56.16万 加仓
NULG NUVEEN ESG $159.87万0.04%17,580 9035.4% $8.21万 加仓
— INNOVATOR IBD $161.05万0.04%48,204 4100.9% $1.37万 加仓
FNDX SCHWAB FUNDAMENTAL $161.14万0.04%57,862 7501.3% $2.09万 加仓
IXUS ISHARES CORE $161.70万0.04%18,664 6713.7% $5.81万 加仓
HEI Heico Corp New $162.16万0.04%5,914 490.8% $1.34万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $162.64万0.04%40,854 20,637102.1% $82.16万 加仓
CL Colgate-palmolive Company $163.79万0.04%19,217 8934.9% $7.61万 加仓
PLD Prologis Inc $165.75万0.04%12,540 930.7% $1.23万 加仓
BFC Bank First Corp $165.81万0.04%12,277 -340-2.7% -$4.59万 减仓
VLO Valero Energy Corp $165.82万0.04%6,711 270.4% $6,671 加仓
— TIDAL TRUST II $166.57万0.04%54,311 54,311— $166.57万 新建仓
ICF ISHARES COHEN $166.82万0.04%26,955 4321.6% $2.67万 加仓
SPIB SPDR PORTFOLIO $168.50万0.04%50,239 3,0346.4% $10.18万 加仓
RDVI FIRST TRUST $168.75万0.04%66,047 6,78811.5% $17.34万 加仓
VST Vistra Corp $169.14万0.04%11,251 -106-0.9% -$1.59万 减仓
WFC Wells Fargo & Co New $169.74万0.04%21,321 7253.5% $5.77万 加仓
DAPP VanEck ETF TRUST $170.36万0.04%114,184 29,62735.0% $44.20万 加仓
XLB SECTOR MATERIALS $170.84万0.04%34,189 7,05526.0% $35.25万 加仓
NOC Northrop Grumman Corp $171.08万0.04%2,508 -212-7.8% -$14.46万 减仓
COP Conocophillips $171.74万0.04%13,010 -6,968-34.9% -$91.98万 减仓
SPHY SPDR HIGH $171.81万0.04%73,676 -2,524-3.3% -$5.89万 减仓
SII Sprott Inc New $172.50万0.04%12,071 9798.8% $13.99万 加仓
AZN Astrazeneca Plc Sponsored Adr $172.84万0.04%8,764 00.0% $99 加仓
TMO Thermo Fisher Scientific Inc $173.62万0.04%3,532 -215-5.7% -$10.57万 减仓
IJS ISHARES S&P $173.73万0.04%14,667 -1,065-6.8% -$12.62万 减仓
HYMB SPDR NUVEEN $173.77万0.04%70,068 -3,698-5.0% -$9.17万 减仓
ITA ISHARES AEROSPACE $174.73万0.04%7,988 1,44822.1% $31.67万 加仓
SHW Sherwin Williams Co $175.19万0.04%5,465 -94-1.7% -$3.01万 减仓
— INNOVATOR ETFS TRUST $176.10万0.04%47,250 -22,212-32.0% -$82.78万 减仓
MOO VANECK ETF TRUST $176.17万0.04%20,849 -1,694-7.5% -$14.31万 减仓
— INVESCO GOLDEN $176.36万0.04%68,250 6,41010.4% $16.56万 加仓
AMKR AMKOR TECHNOLOGY INC $176.80万0.04%39,263 39,263— $176.80万 新建仓
VBK VANGUARD SMALL $176.96万0.04%5,855 -1,045-15.1% -$31.58万 减仓
VSEC VSE CORP $177.08万0.04%9,603 9,603— $177.08万 新建仓
UFEB INNOVATOR ETFS TRUST $179.02万0.04%49,317 17,73456.2% $64.37万 加仓
VXUS VANGUARD TOTAL $179.40万0.04%23,265 1,8438.6% $14.21万 加仓
SGOV ISHARES 0-3 $179.61万0.04%17,843 14,289402.1% $143.83万 加仓
FTSM FIRST TRUST $180.51万0.04%30,197 1,9086.7% $11.41万 加仓
ISRG Intuitive Surgical Inc New $181.05万0.04%3,928 1794.8% $8.25万 加仓
AFL Aflac Inc $181.07万0.04%16,504 2761.7% $3.03万 加仓
JMBS JANUS DETROIT STR TR $182.32万0.04%40,355 9,54731.0% $43.13万 加仓
OKE Oneok Inc New $183.51万0.04%20,302 3,16518.5% $28.61万 加仓
TTD Trade Desk Inc (the) Cl A $183.90万0.04%81,047 3,0173.9% $6.85万 加仓
GLNG GOLAR LNG LTD $183.94万0.04%33,993 1180.3% $6,385 加仓
CLOA BLACKROCK ETF TRUST II $184.47万0.04%35,588 35,588— $184.47万 新建仓
VGLT VANGUARD LONG $184.90万0.04%33,402 -15,569-31.8% -$86.18万 减仓
APG API GROUP CORP $185.44万0.04%45,764 45,764— $185.44万 新建仓
CSX Csx Corp $185.83万0.04%45,270 -293-0.6% -$1.20万 减仓
XYLD GLOBAL X $187.03万0.04%47,796 -6,890-12.6% -$26.96万 减仓
TRV Travelers Cos Inc $188.30万0.04%6,456 -10-0.2% -$2,917 减仓
FIX COMFORT SYS USA INC $189.31万0.04%1,373 59576.5% $82.04万 加仓
GWX SPDR S&P $189.50万0.04%44,874 -269-0.6% -$1.14万 减仓
CB Chubb LTD $189.55万0.04%5,816 2744.9% $8.93万 加仓
XSVM INVESCO S&P $189.73万0.04%31,485 -979-3.0% -$5.90万 减仓
MINT PIMCO EHNANCED $190.33万0.04%18,925 7,81470.3% $78.58万 加仓
ROK Rockwell Automation Inc $191.44万0.04%5,334 1,79950.9% $64.57万 加仓
ASML Asml Holding Nv Ny Registry Shs New 2012 $191.51万0.04%1,450 -18-1.2% -$2.38万 减仓
— TIDAL TRUST II $191.58万0.04%244,679 244,679— $191.58万 新建仓
URA GLOBAL X $192.24万0.04%39,695 4,55513.0% $22.06万 加仓
IBMO ISHARES TR $194.71万0.05%75,968 3020.4% $7,740 加仓
SCHB SCHWAB US $196.76万0.05%78,389 3,1134.1% $7.81万 加仓
FCX Freeport Mcmoran Inc $197.54万0.05%33,607 -13,917-29.3% -$81.81万 减仓
— INNOVATOR ETFS TRUST $198.07万0.05%58,966 2,2694.0% $7.62万 加仓
— INVESCO EXCH TRADED FD TR II $198.32万0.05%151,132 125,193482.6% $164.28万 加仓
NSC Norfolk Southern Corp $198.56万0.05%6,918 -8-0.1% -$2,296 减仓
PH Parker-hannifin Corp $198.72万0.05%2,220 1467.0% $13.07万 加仓
IYJ ISHARES U S $198.83万0.05%13,477 -405-2.9% -$5.98万 减仓
CME Cme Group Inc Cl A $200.19万0.05%6,778 4206.6% $12.40万 加仓
IFRA ISHARES TRUST $201.06万0.05%35,151 7,38126.6% $42.22万 加仓
FNDF SCHWAB FUNDAMENTAL $201.58万0.05%41,197 2,4856.4% $12.16万 加仓
MDT Medtronic Plc $202.15万0.05%23,329 3,10015.3% $26.86万 加仓
BNY Bank New York Mellon Corp $203.84万0.05%17,183 3662.2% $4.34万 加仓
UBER Uber Technologies Inc $204.00万0.05%28,361 2,3278.9% $16.74万 加仓
OXY Occidental Petroleum Corp $204.24万0.05%31,421 -4,824-13.3% -$31.36万 减仓
KNG FIRST TRUST $204.30万0.05%41,942 3,82610.0% $18.64万 加仓
PCT Purecycle Technologies Inc $205.67万0.05%396,273 166,39772.4% $86.36万 加仓
CALF PACER U S $206.03万0.05%45,916 -8,888-16.2% -$39.88万 减仓
SHLD GLOBAL X FDS $207.22万0.05%29,251 -387-1.3% -$2.74万 减仓
FMDE FIDELITY COVINGTON $207.68万0.05%57,753 22,88465.6% $82.29万 加仓
SIL GLOBAL X $208.21万0.05%23,114 -7,836-25.3% -$70.59万 减仓
EMR Emerson Electric Co $208.43万0.05%15,909 7605.0% $9.96万 加仓
— INNOVATOR ETFS TRUST $211.46万0.05%70,936 8,27213.2% $24.66万 加仓
MPWR Monolithic Power System Inc $211.56万0.05%1,935 1,935— $211.56万 新建仓
SBUX Starbucks Corp $211.90万0.05%23,653 1,3285.9% $11.90万 加仓
FLTR VANECK IG $211.98万0.05%83,194 31,98362.5% $81.49万 加仓
COWG PACER FDS TR $212.04万0.05%62,847 12,47224.8% $42.08万 加仓
ANET Arista Networks Inc $212.18万0.05%17,281 -16,375-48.7% -$201.05万 减仓
CRS CARPENTER TECHNOLGY CORP $214.31万0.05%5,437 5,437— $214.31万 新建仓
BSCR INVESCO BULLETSHARES $216.25万0.05%110,190 5,7635.5% $11.31万 加仓