IHT Wealth Management, LLC
Chicago IL · SEC CIK 0001697490
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES IBOXX | $336.66万 | 0.08% | 42,315 | 38,046 | 891.2% | $302.69万 | 加仓 |
| HEFA | ISHARES CURRENCY | $336.89万 | 0.08% | 79,277 | -4,367 | -5.2% | -$18.56万 | 减仓 |
| IWP | ISHARES RUSSELL | $338.11万 | 0.08% | 26,390 | -39,869 | -60.2% | -$510.80万 | 减仓 |
| CEF | SPROTT PHYSICAL | $339.18万 | 0.08% | 71,078 | 43,390 | 156.7% | $207.06万 | 加仓 |
| MSTR | Microstrategy Inc Cl A New | $341.27万 | 0.08% | 27,345 | -5,012 | -15.5% | -$62.55万 | 减仓 |
| AVUV | AVANTIS U S | $342.99万 | 0.08% | 31,049 | 3,321 | 12.0% | $36.69万 | 加仓 |
| VBR | VANGUARD SMALL | $346.17万 | 0.08% | 15,934 | -2,716 | -14.6% | -$59.01万 | 减仓 |
| VB | VANGUARD SMALL | $346.65万 | 0.08% | 13,235 | -45 | -0.3% | -$1.18万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $346.81万 | 0.08% | 97,445 | 9,887 | 11.3% | $35.19万 | 加仓 |
| UPS | United Parcel Service Inc Cl B | $348.99万 | 0.08% | 35,474 | 8,715 | 32.6% | $85.74万 | 加仓 |
| IYG | ISHARES U S | $351.53万 | 0.08% | 42,435 | -4,738 | -10.0% | -$39.25万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Co LTD Spon Adr | $354.72万 | 0.08% | 10,496 | -1,205 | -10.3% | -$40.72万 | 减仓 |
| ET | ENERGY TRANSFER | $360.77万 | 0.08% | 186,927 | 14,684 | 8.5% | $28.34万 | 加仓 |
| GEV | GE VERNOVA INC | $362.53万 | 0.08% | 4,153 | 517 | 14.2% | $45.13万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $364.38万 | 0.08% | 72,083 | -29,545 | -29.1% | -$149.35万 | 减仓 |
| CIBR | FIRST TRUST | $369.19万 | 0.09% | 58,900 | 7,192 | 13.9% | $45.08万 | 加仓 |
| PFE | Pfizer Inc | $370.69万 | 0.09% | 132,010 | 14,970 | 12.8% | $42.04万 | 加仓 |
| IVLU | ISHARES TR | $370.97万 | 0.09% | 93,491 | -6,321 | -6.3% | -$25.08万 | 减仓 |
| ADBE | Adobe Inc | $371.62万 | 0.09% | 15,288 | 11,760 | 333.3% | $285.86万 | 加仓 |
| QINT | AMERICAN CENTURY ETF TR | $375.20万 | 0.09% | 57,335 | 57,335 | — | $375.20万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $378.91万 | 0.09% | 94,279 | 22,886 | 32.1% | $91.98万 | 加仓 |
| AMAT | Applied Materials Inc | $384.16万 | 0.09% | 11,240 | 1,432 | 14.6% | $48.94万 | 加仓 |
| FIDU | FIDELITY MSCI | $384.47万 | 0.09% | 44,437 | 492 | 1.1% | $4.26万 | 加仓 |
| MAR | Marriott Intl Inc New Cl A | $390.10万 | 0.09% | 11,927 | -1,150 | -8.8% | -$37.61万 | 减仓 |
| VO | VANGUARD MID | $392.40万 | 0.09% | 13,664 | -560 | -3.9% | -$16.08万 | 减仓 |
| ABT | Abbott Laboratories | $395.00万 | 0.09% | 38,473 | 1,889 | 5.2% | $19.39万 | 加仓 |
| NOBL | PROSHARES TRUST | $396.11万 | 0.09% | 37,366 | -8,276 | -18.1% | -$87.73万 | 减仓 |
| ITW | Illinois Tool Works Inc | $398.34万 | 0.09% | 15,304 | 221 | 1.5% | $5.75万 | 加仓 |
| BMY | Bristol Myers Squibb Company | $399.88万 | 0.09% | 65,932 | 16,749 | 34.1% | $101.58万 | 加仓 |
| DIS | Walt Disney Co | $400.88万 | 0.09% | 41,594 | 5,281 | 14.5% | $50.90万 | 加仓 |
| IVE | ISHARES S&P | $403.57万 | 0.09% | 19,113 | 3,047 | 19.0% | $64.34万 | 加仓 |
| SCHM | SCHWAB US | $407.09万 | 0.09% | 131,488 | -1,559 | -1.2% | -$4.83万 | 减仓 |
| GILD | Gilead Sciences Inc | $408.70万 | 0.09% | 29,325 | 13,307 | 83.1% | $185.46万 | 加仓 |
| WINN | HARBOR ETF TRUST | $409.63万 | 0.10% | 147,730 | 6,192 | 4.4% | $17.17万 | 加仓 |
| IUSV | ISHARES CORE | $416.17万 | 0.10% | 40,701 | -708 | -1.7% | -$7.24万 | 减仓 |
| FTC | FIRST TRUST | $417.57万 | 0.10% | 27,090 | -635 | -2.3% | -$9.79万 | 减仓 |
| — | Honeywell Intl Inc | $417.58万 | 0.10% | 18,474 | 3,802 | 25.9% | $85.94万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $420.62万 | 0.10% | 93,783 | 85,139 | 984.9% | $381.85万 | 加仓 |
| IEI | ISHARES 3-7YR | $421.69万 | 0.10% | 35,556 | -1,326 | -3.6% | -$15.73万 | 减仓 |
| MOAT | VANECK MORNINGSTAR | $424.39万 | 0.10% | 43,887 | -1,388 | -3.1% | -$13.42万 | 减仓 |
| GE | General Electric Co New | $430.15万 | 0.10% | 15,158 | 424 | 2.9% | $12.03万 | 加仓 |
| FELV | FIDELITY COVINGTON | $430.49万 | 0.10% | 123,314 | 81,324 | 193.7% | $283.90万 | 加仓 |
| DAL | Delta Airlines Inc New | $432.49万 | 0.10% | 65,056 | -921 | -1.4% | -$6.12万 | 减仓 |
| NLR | VANECK ETF TRUST | $437.21万 | 0.10% | 32,826 | -4,487 | -12.0% | -$59.76万 | 减仓 |
| D | Dominion Energy Inc | $439.41万 | 0.10% | 71,079 | 9,515 | 15.5% | $58.82万 | 加仓 |
| IWR | ISHARES RUSSELL | $441.58万 | 0.10% | 45,416 | 796 | 1.8% | $7.74万 | 加仓 |
| ITOT | ISHARES CORE | $442.53万 | 0.10% | 31,070 | 5,814 | 23.0% | $82.81万 | 加仓 |
| DE | Deere & Co | $443.79万 | 0.10% | 7,878 | 72 | 0.9% | $4.06万 | 加仓 |
| GDX | VANECK GOLD | $444.76万 | 0.10% | 48,465 | -25,797 | -34.7% | -$236.74万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $445.75万 | 0.10% | 58,853 | 7,095 | 13.7% | $53.74万 | 加仓 |
| PANW | Palo Alto Networks Inc | $446.15万 | 0.10% | 27,829 | -3,392 | -10.9% | -$54.38万 | 减仓 |
| AXP | American Express Co | $454.19万 | 0.11% | 15,016 | 2,280 | 17.9% | $68.96万 | 加仓 |
| LRCX | Lam Research Corp | $457.70万 | 0.11% | 21,422 | -885 | -4.0% | -$18.91万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $473.92万 | 0.11% | 56,072 | 19,225 | 52.2% | $162.49万 | 加仓 |
| AMGN | Amgen Inc | $477.16万 | 0.11% | 13,562 | 323 | 2.4% | $11.36万 | 加仓 |
| FTCS | FIRST TRUST | $479.60万 | 0.11% | 51,703 | -3,781 | -6.8% | -$35.07万 | 减仓 |
| FDL | FIRST TRUST | $482.14万 | 0.11% | 94,909 | -769 | -0.8% | -$3.91万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $487.91万 | 0.11% | 193,769 | 161,672 | 503.7% | $407.09万 | 加仓 |
| GGN | GAMCO GLOBAL | $492.97万 | 0.11% | 926,634 | 926,634 | — | $492.97万 | 新建仓 |
| FXL | FIRST TRUST | $498.60万 | 0.12% | 31,384 | -100 | -0.3% | -$1.59万 | 减仓 |
| SO | Southern Company | $503.05万 | 0.12% | 52,118 | 25,440 | 95.4% | $245.55万 | 加仓 |
| TMFC | RBB FD | $503.23万 | 0.12% | 76,282 | -2,735 | -3.5% | -$18.04万 | 减仓 |
| MA | Mastercard Inc Cl A | $507.30万 | 0.12% | 10,153 | -139 | -1.4% | -$6.95万 | 减仓 |
| SCHG | SCHWAB US | $510.01万 | 0.12% | 175,080 | -60,343 | -25.6% | -$175.78万 | 减仓 |
| DBEF | X TRACKERS | $512.96万 | 0.12% | 103,839 | 17,834 | 20.7% | $88.10万 | 加仓 |
| EMXC | ISHARES MSCI | $513.95万 | 0.12% | 65,339 | -409 | -0.6% | -$3.22万 | 减仓 |
| MNA | INDEXIQ MERGER | $514.32万 | 0.12% | 141,492 | -2,658 | -1.8% | -$9.66万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $514.74万 | 0.12% | 121,002 | 18,200 | 17.7% | $77.42万 | 加仓 |
| IQLT | ISHARES MSCI | $516.12万 | 0.12% | 111,641 | -130,610 | -53.9% | -$603.81万 | 减仓 |
| MO | Altria Group Inc | $516.22万 | 0.12% | 78,227 | 10,607 | 15.7% | $70.00万 | 加仓 |
| HDV | ISHARES CORE | $522.46万 | 0.12% | 38,496 | 6,802 | 21.5% | $92.32万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $523.97万 | 0.12% | 13,421 | 1,220 | 10.0% | $47.63万 | 加仓 |
| VGT | VANGUARD INFORMATION | $524.81万 | 0.12% | 7,522 | -522 | -6.5% | -$36.42万 | 减仓 |
| CTAS | Cintas Corp | $527.14万 | 0.12% | 31,166 | -77 | -0.2% | -$1.30万 | 减仓 |
| PSX | Phillips 66 | $534.12万 | 0.12% | 29,318 | 13,992 | 91.3% | $254.91万 | 加仓 |
| IQQQ | PROSHARES TR | $536.47万 | 0.12% | 128,675 | 128,675 | — | $536.47万 | 新建仓 |
| GS | Goldman Sachs Group Inc | $538.68万 | 0.12% | 6,367 | -1,539 | -19.5% | -$130.21万 | 减仓 |
| SPTM | SPDR PORTFOLIO | $538.75万 | 0.12% | 68,145 | 372 | 0.5% | $2.94万 | 加仓 |
| OEF | ISHARES S&P | $541.58万 | 0.13% | 17,027 | -950 | -5.3% | -$30.22万 | 减仓 |
| NEE | Nextera Energy Inc | $549.14万 | 0.13% | 59,124 | 691 | 1.2% | $6.42万 | 加仓 |
| AVDE | AVANTIS INTL | $552.19万 | 0.13% | 65,086 | 14,127 | 27.7% | $119.85万 | 加仓 |
| ISPY | PROSHARES TR | $552.42万 | 0.13% | 127,432 | 127,432 | — | $552.42万 | 新建仓 |
| IVW | ISHARES S&P | $552.58万 | 0.13% | 48,853 | 6,633 | 15.7% | $75.03万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR | $553.12万 | 0.13% | 57,931 | 331 | 0.6% | $3.16万 | 加仓 |
| SLYV | SPDR SERIES | $560.02万 | 0.13% | 59,211 | -2,331 | -3.8% | -$22.05万 | 减仓 |
| HYFI | AB ACTIVE ETFS INCE | $564.29万 | 0.13% | 151,731 | 7,962 | 5.5% | $29.61万 | 加仓 |
| FLIN | FRANKLIN FTSE | $568.96万 | 0.13% | 171,269 | 82,269 | 92.4% | $273.30万 | 加仓 |
| DGRO | ISHARES CORE | $569.19万 | 0.13% | 81,104 | 8,676 | 12.0% | $60.89万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $570.56万 | 0.13% | 303,734 | 303,734 | — | $570.56万 | 新建仓 |
| WWD | Woodward Inc | $571.78万 | 0.13% | 15,975 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $574.89万 | 0.13% | 9,512 | 1,836 | 23.9% | $110.96万 | 加仓 |
| C | Citigroup Inc New | $580.64万 | 0.13% | 51,198 | 14,304 | 38.8% | $162.22万 | 加仓 |
| T | At&t Inc | $582.20万 | 0.14% | 200,829 | 59,832 | 42.4% | $173.45万 | 加仓 |
| IWD | ISHARES RUSSELL | $584.60万 | 0.14% | 27,360 | 964 | 3.7% | $20.60万 | 加仓 |
| SCHD | SCHWAB US | $587.69万 | 0.14% | 191,555 | -9,886 | -4.9% | -$30.33万 | 减仓 |
| ORCL | Oracle Corp | $590.51万 | 0.14% | 40,141 | 13,125 | 48.6% | $193.08万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $595.41万 | 0.14% | 130,515 | -41,203 | -24.0% | -$187.97万 | 减仓 |
| FVD | FIRST TRUST | $598.59万 | 0.14% | 127,278 | -4,617 | -3.5% | -$21.71万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $604.26万 | 0.14% | 274,416 | 75,357 | 37.9% | $165.94万 | 加仓 |
| VZ | Verizon Communications Inc | $604.34万 | 0.14% | 120,387 | 40,018 | 49.8% | $200.89万 | 加仓 |