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
MPC Marathon Petroleum Corp $216.35万0.05%8,860 -16-0.2% -$3,907 减仓
TSLX SIXTH STREET $217.02万0.05%118,072 7,9987.3% $14.70万 加仓
TGT Target Corp $217.24万0.05%17,924 -1,468-7.6% -$17.79万 减仓
XME SPDR SERIES $217.41万0.05%20,129 -627-3.0% -$6.77万 减仓
BSCQ INVESCO BULLETSHARES $218.19万0.05%111,720 5,8775.6% $11.48万 加仓
XERS Xeris Biopharma Holdings Inc $218.36万0.05%376,476 112,94542.9% $65.51万 加仓
FCFS Firstcash Holdings Inc $219.66万0.05%11,684 11,684— $219.66万 新建仓
MLPA GLOBAL X FDS $220.43万0.05%40,920 3460.9% $1.86万 加仓
TSLA TSLA 260417C00320000 看涨期权 $221.07万0.05%30,000 30,000— $221.07万 新建仓
TJX Tjx Cos Inc New $222.03万0.05%13,903 2,05817.4% $32.87万 加仓
FTEC FIDELITY COVINGTON TRUST $222.40万0.05%10,690 -5,919-35.6% -$123.14万 减仓
URI United Rentals Inc $222.86万0.05%3,059 40715.3% $29.65万 加仓
FDN FIRST TRUST $223.90万0.05%9,567 1,96225.8% $45.92万 加仓
XMMO INVESCO S&P $223.91万0.05%15,440 -160-1.0% -$2.32万 减仓
BLK Blackrock Inc $227.22万0.05%2,363 -161-6.4% -$15.48万 减仓
WPM Wheaton Precious Metals Corp $227.38万0.05%17,356 -1,275-6.8% -$16.70万 减仓
LMBS FIRST TRUST $228.07万0.05%45,787 1,2772.9% $6.36万 加仓
DELL Dell Technologies Inc Cl C $231.07万0.05%14,078 -5,653-28.7% -$92.78万 减仓
JMUB JP MORGAN $232.97万0.05%46,604 1,3212.9% $6.60万 加仓
KLAC Kla Corp $233.56万0.05%1,586 15410.8% $22.68万 加仓
ISCV ISHARES MORNINGSTAR $234.00万0.05%33,664 -142-0.4% -$9,871 减仓
F Ford Motor Co New $234.32万0.05%203,052 -13,994-6.4% -$16.15万 减仓
— INVESCO EXCH TRADED FD TR II $236.85万0.05%39,329 17,07076.7% $102.80万 加仓
ONEY SPDR RUSSELL $237.32万0.06%19,769 -280-1.4% -$3.36万 减仓
KWEB KRANESHARES TR $238.41万0.06%83,857 20,98833.4% $59.67万 加仓
FDVV FIDELITY COVINGTON $242.27万0.06%43,857 -659-1.5% -$3.64万 减仓
DFAU DIMENSIONAL ETF TRUST $242.43万0.06%53,730 46,958693.4% $211.88万 加仓
KMI Kinder Morgan Inc De $243.36万0.06%72,579 21,19641.3% $71.07万 加仓
IGIB ISHARES 5-10 YEAR $243.51万0.06%45,755 5,81714.6% $30.96万 加仓
SGOL ABERDEEN STANDARD $245.85万0.06%55,098 1,0962.0% $4.89万 加仓
JMST J P MORGAN EXCHANGE TRADED F $246.31万0.06%48,316 -2,102-4.2% -$10.72万 减仓
MGK VANGUARD MEGA $247.06万0.06%6,724 -7,186-51.7% -$264.04万 减仓
DNP DNP SELECT $247.91万0.06%240,689 49,43525.8% $50.92万 加仓
CRM Salesforce Inc $250.86万0.06%13,439 4863.8% $9.07万 加仓
DUK Duke Energy Corp New $252.64万0.06%19,294 1,96411.3% $25.72万 加仓
NOW Servicenow Inc $254.61万0.06%24,353 3,99219.6% $41.74万 加仓
DIVB ISHARES TR $256.47万0.06%47,538 -220-0.5% -$1.19万 减仓
SLYG SPDR SERIES $257.71万0.06%26,672 1,5036.0% $14.52万 加仓
SCZ ISHARES MSCI $258.36万0.06%32,950 40.0% $314 加仓
— ISHARES ETHEREUM TR $258.74万0.06%163,446 142,892695.2% $226.20万 加仓
EFAV ISHARES MSCI $261.36万0.06%28,604 9993.6% $9.13万 加仓
MMM 3m Company $262.15万0.06%18,050 8835.1% $12.82万 加仓
MUB ISHARES NATIONAL $264.51万0.06%24,918 -1,031-4.0% -$10.94万 减仓
— INVESCO S&P $265.15万0.06%64,442 42,794197.7% $176.08万 加仓
GLW Corning Inc $268.87万0.06%19,774 8,11169.5% $110.29万 加仓
SPYI SHP NEOS $269.09万0.06%54,504 30,001122.4% $148.12万 加仓
FTHI FIRST TRUST $269.95万0.06%117,627 9,7269.0% $22.32万 加仓
OMFS INVESCO EXCH TRD SLF IDX FD $270.49万0.06%59,758 -2,134-3.4% -$9.66万 减仓
TBUX T ROWE PRICE ETF INC $273.40万0.06%54,954 54,954— $273.40万 新建仓
USFD Us Foods Holding Corp $276.02万0.06%29,933 -2,034-6.4% -$18.76万 减仓
AVIG AMERICAN CENTY ETF TR $280.93万0.07%67,629 10,26017.9% $42.62万 加仓
ALB Albemarle Corp $281.56万0.07%15,683 -212-1.3% -$3.81万 减仓
INTC Intel Corp $282.13万0.07%63,931 -23,884-27.2% -$105.40万 减仓
TOPT ISHARES TR $282.44万0.07%98,686 98,686— $282.44万 新建仓
— INVESCO DORSEY $283.64万0.07%57,887 -28,005-32.6% -$137.22万 减仓
— FIRST TRUST $284.30万0.07%55,209 47,359603.3% $243.88万 加仓
CEG Constellation Energy Corp $285.42万0.07%10,221 -508-4.7% -$14.19万 减仓
VTEB VANGUARD MUNICIPAL $285.92万0.07%57,311 1260.2% $6,286 加仓
RWL INVESCO S&P $287.05万0.07%24,980 -124-0.5% -$1.42万 减仓
VFLO VICTORY PORTFOLIOS II $287.36万0.07%72,786 -93,401-56.2% -$368.75万 减仓
IEMG ISHARES CORE $287.79万0.07%41,260 -11,999-22.5% -$83.69万 减仓
ARKK ARK INNOVATION $288.59万0.07%42,697 -717-1.7% -$4.85万 减仓
VV VANGUARD LARGE $289.86万0.07%9,699 8659.8% $25.85万 加仓
LOW Lowes Companies Inc $291.94万0.07%12,356 -1,188-8.8% -$28.07万 减仓
UNP Union Pacific Corp $291.94万0.07%12,033 1,89918.7% $46.07万 加仓
SHY ISHARES 1-3YR $292.86万0.07%35,468 -8,940-20.1% -$73.82万 减仓
VHT VANGUARD HEALTH $295.17万0.07%10,839 -954-8.1% -$25.98万 减仓
ROKU Roku Inc Ser A $295.81万0.07%31,263 -353-1.1% -$3.34万 减仓
RSPG INVESCO EXCHANGE $296.75万0.07%27,108 -1,338-4.7% -$14.65万 减仓
VFH VANGUARD FINANCIALS $297.13万0.07%24,595 -880-3.5% -$10.63万 减仓
ETN Eaton Corp Plc $297.40万0.07%8,315 -626-7.0% -$22.39万 减仓
QEFA SPDR INDEX $301.03万0.07%32,275 00.0% — 不变
TXN Texas Instruments Inc $302.39万0.07%15,576 -1,483-8.7% -$28.79万 减仓
ARCC ARES CAPITAL $303.20万0.07%168,260 8,9835.6% $16.19万 加仓
AEM Agnico-eagle Mines LTD $304.57万0.07%15,005 4643.2% $9.42万 加仓
QGRO AMERICAN CENTURY $304.61万0.07%29,002 -665-2.2% -$6.98万 减仓
MCK Mckesson Corp $305.13万0.07%3,526 2,330194.8% $201.63万 加仓
DIA SPDR DOW $305.45万0.07%6,595 -1,367-17.2% -$63.31万 减仓
DIV GLOBAL X $306.68万0.07%162,265 75,34886.7% $142.41万 加仓
MAIN Main Street Capital Corp $307.47万0.07%58,056 1,3692.4% $7.25万 加仓
— A2Z CUST2MATE SOLUTIONS CORP $308.13万0.07%461,958 174,23060.6% $116.21万 加仓
EPD ENTERPRISE PRODUCTS $308.89万0.07%81,631 9,89113.8% $37.43万 加仓
UNH Unitedhealth Group Inc $310.10万0.07%11,460 1,19611.7% $32.36万 加仓
WM Waste Management Inc Del $311.60万0.07%13,560 4,89656.5% $112.51万 加仓
HUBB Hubbell Inc $311.78万0.07%6,353 1772.9% $8.69万 加仓
ANGL VANECK FALLEN $314.78万0.07%109,603 9,5989.6% $27.57万 加仓
GD General Dynamics Corp $317.60万0.07%9,253 -17-0.2% -$5,835 减仓
TAXF AMERICAN CENTURY $320.43万0.07%64,021 9071.4% $4.54万 加仓
SFLR INNOVATOR ETFS TRUST $322.41万0.07%91,051 6,4357.6% $22.79万 加仓
QCOM Qualcomm Inc $322.89万0.07%25,073 9664.0% $12.44万 加仓
AEP American Electric Power Company Inc $323.21万0.07%24,658 11,26584.1% $147.66万 加仓
IAGG ISHARES CORE $323.97万0.08%64,743 -262,710-80.2% -$1,314.60万 减仓
SPTL SPDR PORTFOLIO $325.07万0.08%123,601 101,806467.1% $267.75万 加仓
PHYS SPROTT PHYSICAL $325.60万0.08%91,873 18,70725.6% $66.30万 加仓
FPE FIRST TRUST $326.42万0.08%183,901 4,7362.6% $8.41万 加仓
R Ryder System Inc $329.41万0.08%16,092 -556-3.3% -$11.38万 减仓
IGM ISHARES EXPANDED $330.06万0.08%27,851 -137-0.5% -$1.62万 减仓
— DIMENSIONAL US $333.07万0.08%46,826 -1,669-3.4% -$11.87万 减仓
DFUS DIMENSIONAL US $334.25万0.08%47,137 27,291137.5% $193.52万 加仓
QFLR INNOVATOR ETFS TRUST $336.16万0.08%100,950 1,6411.7% $5.46万 加仓