IHT Wealth Management, LLC
Chicago IL · SEC CIK 0001697490
$47.01亿2026Q2 申报市值
1,237持仓数
18.8%前十大占比 · 第一大 2.9%
113 / 145新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INVESCO QQQ TR 新建仓+$7,706.95万
SPYM 新建仓+$6,389.18万
DYNF 加仓+$1,979.25万
SPTI 加仓+$1,913.13万
SPY 重新持有+$1,580.17万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$7,271.55万
SPDR S&P 500 ETF 清仓-$5,166.67万
TFI 减仓-$3,296.58万
USFR 减仓-$2,082.04万
QUAL 减仓-$1,958.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BKGI | BNY MELLON ETF TRUST | $330.96万 | 0.07% | 73,596 | 73,596 | — | $330.96万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $331.38万 | 0.07% | 38,430 | -833 | -2.1% | -$7.18万 | 减仓 |
| GDX | VANECK ETF TRUST | $332.90万 | 0.07% | 44,122 | -4,343 | -9.0% | -$32.77万 | 减仓 |
| IEI | ISHARES 3-7YR | $333.36万 | 0.07% | 28,383 | -7,173 | -20.2% | -$84.25万 | 减仓 |
| CRS | CARPENTER TECHNOLGY CORP | $334.85万 | 0.07% | 5,429 | -8 | -0.1% | -$4,934 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $335.91万 | 0.07% | 91,107 | -40,381 | -30.7% | -$148.89万 | 减仓 |
| ARCC | ARES CAPITAL | $337.95万 | 0.07% | 182,377 | 14,117 | 8.4% | $26.16万 | 加仓 |
| UNP | UNION PAC CORP | $338.48万 | 0.07% | 12,444 | 411 | 3.4% | $11.18万 | 加仓 |
| QGRO | AMERICAN CENTURY | $340.13万 | 0.07% | 28,812 | -190 | -0.7% | -$2.24万 | 减仓 |
| SOXX | ISHARES TR | $340.41万 | 0.07% | 5,313 | 1,858 | 53.8% | $119.05万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $341.42万 | 0.07% | 24,955 | 297 | 1.2% | $4.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $342.71万 | 0.07% | 191,675 | 7,774 | 4.2% | $13.90万 | 加仓 |
| ETN | EATON CORP PLC | $349.90万 | 0.07% | 8,211 | -104 | -1.3% | -$4.43万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $352.51万 | 0.07% | 157,020 | -117,396 | -42.8% | -$263.55万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $353.00万 | 0.08% | 63,972 | 30,570 | 91.5% | $168.69万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $355.36万 | 0.08% | 96,669 | 15,038 | 18.4% | $55.28万 | 加仓 |
| QQQI | NEOS ETF TRUST | $356.11万 | 0.08% | 62,707 | 34,479 | 122.1% | $195.81万 | 加仓 |
| PFE | PFIZER INC | $357.29万 | 0.08% | 148,377 | 16,367 | 12.4% | $39.41万 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $359.41万 | 0.08% | 67,380 | 7,622 | 12.8% | $40.66万 | 加仓 |
| NLR | VANECK ETF TRUST | $365.13万 | 0.08% | 31,482 | -1,344 | -4.1% | -$15.59万 | 减仓 |
| DIS | DISNEY WALT CO | $367.55万 | 0.08% | 38,187 | -3,407 | -8.2% | -$32.79万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $370.89万 | 0.08% | 45,264 | -1,873 | -4.0% | -$15.35万 | 减仓 |
| VBR | VANGUARD SMALL | $371.43万 | 0.08% | 15,286 | -648 | -4.1% | -$15.75万 | 减仓 |
| DIVB | ISHARES TR | $371.63万 | 0.08% | 60,330 | 12,792 | 26.9% | $78.80万 | 加仓 |
| DIA | SPDR DOW | $377.96万 | 0.08% | 7,235 | 640 | 9.7% | $33.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $378.08万 | 0.08% | 45,917 | -909 | -1.9% | -$7.48万 | 减仓 |
| HEFA | ISHARES CURRENCY | $379.13万 | 0.08% | 80,795 | 1,518 | 1.9% | $7.12万 | 加仓 |
| XERS | Xeris Biopharma Holdings Inc | $381.64万 | 0.08% | 481,871 | 105,395 | 28.0% | $83.47万 | 加仓 |
| IWP | ISHARES TR | $388.64万 | 0.08% | 26,545 | 155 | 0.6% | $2.27万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $388.78万 | 0.08% | 668,013 | 206,055 | 44.6% | $119.92万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $393.61万 | 0.08% | 23,037 | 23,037 | — | $393.61万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $396.79万 | 0.08% | 13,320 | -1,124 | -7.8% | -$33.48万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $398.20万 | 0.08% | 44,318 | -14,582 | -24.8% | -$131.02万 | 减仓 |
| IVLU | ISHARES TR | $400.01万 | 0.09% | 95,650 | 2,159 | 2.3% | $9.03万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $402.64万 | 0.09% | 31,870 | 2,545 | 8.7% | $32.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $411.01万 | 0.09% | 9,889 | -1,571 | -13.7% | -$65.29万 | 减仓 |
| FELV | FIDELITY COVINGTON | $411.67万 | 0.09% | 102,687 | -20,627 | -16.7% | -$82.69万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $411.84万 | 0.09% | 15,227 | -77 | -0.5% | -$2.08万 | 减仓 |
| FIDU | FIDELITY MSCI | $412.79万 | 0.09% | 41,441 | -2,996 | -6.7% | -$29.84万 | 减仓 |
| QCOM | QUALCOMM INC | $412.85万 | 0.09% | 22,341 | -2,732 | -10.9% | -$50.49万 | 减仓 |
| R | Ryder System Inc | $413.71万 | 0.09% | 15,685 | -407 | -2.5% | -$10.74万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $415.09万 | 0.09% | 72,038 | 6,106 | 9.3% | $35.18万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $419.77万 | 0.09% | 83,000 | 10,917 | 15.1% | $55.21万 | 加仓 |
| T | AT&T INC | $420.36万 | 0.09% | 203,075 | 2,246 | 1.1% | $4.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $421.09万 | 0.09% | 13,892 | 657 | 5.0% | $19.91万 | 加仓 |
| SHY | ISHARES TR | $422.41万 | 0.09% | 51,444 | 15,976 | 45.0% | $131.18万 | 加仓 |
| ROKU | Roku Inc Ser A | $422.72万 | 0.09% | 30,601 | -662 | -2.1% | -$9.14万 | 减仓 |
| IVE | ISHARES TR | $422.79万 | 0.09% | 18,620 | -493 | -2.6% | -$11.19万 | 减仓 |
| ET | ENERGY TRANSFER | $426.19万 | 0.09% | 222,904 | 35,977 | 19.2% | $68.79万 | 加仓 |
| KLAC | KLA CORP | $426.97万 | 0.09% | 14,152 | -1,708 | -10.8% | -$51.53万 | 减仓 |
| XHB | SPDR SERIES | $428.06万 | 0.09% | 37,042 | 28,541 | 335.7% | $329.82万 | 加仓 |
| SLV | ISHARES SILVER TR | $428.27万 | 0.09% | 80,096 | -11,453 | -12.5% | -$61.24万 | 减仓 |
| IEF | ISHARES TR | $430.60万 | 0.09% | 45,533 | -18,350 | -28.7% | -$173.54万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $430.71万 | 0.09% | 40,065 | 4,591 | 12.9% | $49.35万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $434.62万 | 0.09% | 11,728 | -199 | -1.7% | -$7.37万 | 减仓 |
| MOAT | VANECK MORNINGSTAR | $435.15万 | 0.09% | 41,857 | -2,030 | -4.6% | -$21.10万 | 减仓 |
| IUSV | ISHARES CORE | $437.56万 | 0.09% | 39,724 | -977 | -2.4% | -$10.76万 | 减仓 |
| TXN | TEXAS INSTRS INC | $438.12万 | 0.09% | 14,698 | -878 | -5.6% | -$26.17万 | 减仓 |
| AVUV | AVANTIS U S | $440.36万 | 0.09% | 35,297 | 4,248 | 13.7% | $53.00万 | 加仓 |
| QINT | AMERICAN CENTURY ETF TR | $440.89万 | 0.09% | 63,502 | 6,167 | 10.8% | $42.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $444.29万 | 0.09% | 55,143 | 487 | 0.9% | $3.92万 | 加仓 |
| IEMG | ISHARES INC | $449.49万 | 0.10% | 54,260 | 13,000 | 31.5% | $107.69万 | 加仓 |
| IGM | ISHARES EXPANDED | $449.62万 | 0.10% | 27,486 | -365 | -1.3% | -$5.97万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $449.71万 | 0.10% | 45,615 | -10,457 | -18.6% | -$103.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $453.33万 | 0.10% | 49,959 | 11,486 | 29.9% | $104.22万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $455.49万 | 0.10% | 99,669 | 5,886 | 6.3% | $26.90万 | 加仓 |
| MOD | MODINE MFG CO | $458.66万 | 0.10% | 17,177 | 17,177 | — | $458.66万 | 新建仓 |
| SPTL | SPDR PORTFOLIO | $459.68万 | 0.10% | 175,249 | 51,648 | 41.8% | $135.47万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $467.08万 | 0.10% | 49,731 | -1,972 | -3.8% | -$18.52万 | 减仓 |
| D | DOMINION ENERGY INC | $470.96万 | 0.10% | 68,964 | -2,115 | -3.0% | -$14.44万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $478.90万 | 0.10% | 58,055 | -798 | -1.4% | -$6.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $478.97万 | 0.10% | 141,541 | -33,539 | -19.2% | -$113.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $483.83万 | 0.10% | 85,664 | -23,735 | -21.7% | -$134.06万 | 减仓 |
| SPYI | NEOS ETF TRUST | $484.78万 | 0.10% | 91,312 | 36,808 | 67.5% | $195.41万 | 加仓 |
| SO | SOUTHERN CO | $490.87万 | 0.10% | 51,288 | -830 | -1.6% | -$7.94万 | 减仓 |
| FTC | FIRST TRUST | $492.04万 | 0.10% | 25,393 | -1,697 | -6.3% | -$32.88万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $495.01万 | 0.11% | 104,875 | 10,596 | 11.2% | $50.01万 | 加仓 |
| FDL | FIRST TRUST | $495.51万 | 0.11% | 101,832 | 6,923 | 7.3% | $33.69万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $495.90万 | 0.11% | 10,384 | -112 | -1.1% | -$5.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $497.85万 | 0.11% | 56,722 | -2,402 | -4.1% | -$21.08万 | 减仓 |
| AMGN | AMGEN INC | $503.42万 | 0.11% | 13,902 | 340 | 2.5% | $12.31万 | 加仓 |
| IWR | ISHARES TR | $503.47万 | 0.11% | 45,637 | 221 | 0.5% | $2.44万 | 加仓 |
| ISPY | PROSHARES TR | $507.24万 | 0.11% | 105,259 | -22,173 | -17.4% | -$106.85万 | 减仓 |
| PEP | PEPSICO INC | $507.62万 | 0.11% | 37,491 | -1,689 | -4.3% | -$22.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $512.08万 | 0.11% | 120,945 | 558 | 0.5% | $2.36万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $516.52万 | 0.11% | 11,971 | -2,107 | -15.0% | -$90.91万 | 减仓 |
| CTAS | Cintas Corp | $517.65万 | 0.11% | 30,436 | -730 | -2.3% | -$12.42万 | 减仓 |
| GLW | CORNING INC | $520.87万 | 0.11% | 20,392 | 618 | 3.1% | $15.79万 | 加仓 |
| OEF | ISHARES TR | $521.64万 | 0.11% | 14,257 | -2,770 | -16.3% | -$101.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $521.91万 | 0.11% | 15,430 | 414 | 2.8% | $14.00万 | 加仓 |
| DE | DEERE & CO | $525.85万 | 0.11% | 8,290 | 412 | 5.2% | $26.13万 | 加仓 |
| MNA | INDEXIQ MERGER | $527.47万 | 0.11% | 144,592 | 3,100 | 2.2% | $11.31万 | 加仓 |
| WINN | HARBOR ETF TRUST | $528.87万 | 0.11% | 162,879 | 15,149 | 10.3% | $49.19万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $534.11万 | 0.11% | 129,954 | 32,509 | 33.4% | $133.61万 | 加仓 |
| IQQQ | PROSHARES TR | $536.10万 | 0.11% | 105,529 | -23,146 | -18.0% | -$117.58万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $539.79万 | 0.11% | 10,510 | 357 | 3.5% | $18.34万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $542.79万 | 0.12% | 107,313 | 50,002 | 87.2% | $252.91万 | 加仓 |
| MO | ALTRIA GROUP INC | $549.04万 | 0.12% | 76,309 | -1,918 | -2.5% | -$13.80万 | 减仓 |
| GEV | GE VERNOVA INC | $549.29万 | 0.12% | 4,676 | 523 | 12.6% | $61.44万 | 加仓 |
| IQLT | ISHARES MSCI | $550.90万 | 0.12% | 111,181 | -460 | -0.4% | -$2.28万 | 减仓 |