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 |
|---|---|---|---|---|---|---|---|---|
| XAR | SPDR S&P | $605.94万 | 0.14% | 23,858 | -360 | -1.5% | -$9.14万 | 减仓 |
| AIRR | FIRST TRUST | $607.14万 | 0.14% | 54,806 | -99,580 | -64.5% | -$1,103.14万 | 减仓 |
| PEP | Pepsico Inc | $608.43万 | 0.14% | 39,180 | 5,332 | 15.8% | $82.80万 | 加仓 |
| IEF | ISHARES 7-10YR | $609.70万 | 0.14% | 63,883 | -5,817 | -8.3% | -$55.52万 | 减仓 |
| XETYX | EATON VANCE | $614.21万 | 0.14% | 445,405 | 30,383 | 7.3% | $41.90万 | 加仓 |
| RTX | Raytheon Technologies Corp | $618.26万 | 0.14% | 32,051 | 5,837 | 22.3% | $112.59万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $618.76万 | 0.14% | 276,974 | 11,946 | 4.5% | $26.69万 | 加仓 |
| JEPI | JPMORGAN | $620.07万 | 0.14% | 109,399 | 74,621 | 214.6% | $422.95万 | 加仓 |
| IDEV | ISHARES CORE | $621.25万 | 0.14% | 74,339 | 54,747 | 279.4% | $457.52万 | 加仓 |
| IBIT | ISHARES BITCOIN | $623.18万 | 0.14% | 162,202 | 6,141 | 3.9% | $23.59万 | 加仓 |
| SLV | ISHARES SILVER | $623.82万 | 0.14% | 91,549 | -92,101 | -50.2% | -$627.58万 | 减仓 |
| BAC | Bank of America Corp | $641.16万 | 0.15% | 131,519 | 2,738 | 2.1% | $13.35万 | 加仓 |
| DGRW | WISDOMTREE TRUST | $646.02万 | 0.15% | 73,545 | -30,159 | -29.1% | -$264.92万 | 减仓 |
| XLP | SECTOR CONSUMER | $653.06万 | 0.15% | 79,661 | -9,225 | -10.4% | -$75.63万 | 减仓 |
| TLTW | ISHARES TR | $654.27万 | 0.15% | 289,245 | 10,898 | 3.9% | $24.65万 | 加仓 |
| CSCO | Cisco Systems Inc | $660.48万 | 0.15% | 85,125 | 10,095 | 13.5% | $78.33万 | 加仓 |
| ZROZ | PIMCO 25 | $663.90万 | 0.15% | 103,719 | 5,293 | 5.4% | $33.88万 | 加仓 |
| ICVT | ISHARES TR | $664.94万 | 0.15% | 65,325 | 4,078 | 6.7% | $41.51万 | 加仓 |
| GTO | INVESCO TOTAL | $670.21万 | 0.16% | 143,115 | 5,801 | 4.2% | $27.17万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $672.29万 | 0.16% | 31,261 | 350 | 1.1% | $7.53万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $691.31万 | 0.16% | 69,000 | 69,000 | — | $691.31万 | 新建仓 |
| JEPQ | JP MORGAN | $691.32万 | 0.16% | 124,517 | 79,339 | 175.6% | $440.49万 | 加仓 |
| KO | Coca-cola Company | $693.79万 | 0.16% | 91,228 | 15,139 | 19.9% | $115.13万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $695.29万 | 0.16% | 129,307 | 62,871 | 94.6% | $338.06万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $699.09万 | 0.16% | 34,365 | 3,420 | 11.1% | $69.57万 | 加仓 |
| MU | Micron Technology Inc | $702.40万 | 0.16% | 20,791 | 1,759 | 9.2% | $59.43万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $705.53万 | 0.16% | 161,597 | -20,532 | -11.3% | -$89.64万 | 减仓 |
| XLRE | SELECT SECTOR | $716.86万 | 0.17% | 175,572 | 66,520 | 61.0% | $271.60万 | 加仓 |
| XMHQ | INVESCO S&P | $719.48万 | 0.17% | 69,603 | -2,382 | -3.3% | -$24.62万 | 减仓 |
| VYM | VANGUARD HIGH | $720.00万 | 0.17% | 48,615 | 9,088 | 23.0% | $134.59万 | 加仓 |
| SDVY | FIRST TRUST | $723.33万 | 0.17% | 183,447 | -22,476 | -10.9% | -$88.62万 | 减仓 |
| VEA | VANGUARD FTSE | $725.61万 | 0.17% | 113,234 | 9,269 | 8.9% | $59.40万 | 加仓 |
| CAT | Caterpillar Inc | $726.06万 | 0.17% | 10,248 | 749 | 7.9% | $53.07万 | 加仓 |
| MRK | Merck & Company Inc New | $730.40万 | 0.17% | 60,720 | 1,086 | 1.8% | $13.06万 | 加仓 |
| FTA | FIRST TRUST | $742.58万 | 0.17% | 80,410 | -7,696 | -8.7% | -$71.07万 | 减仓 |
| USMV | ISHARES MSCI | $753.35万 | 0.17% | 81,233 | -10,752 | -11.7% | -$99.71万 | 减仓 |
| PM | Philip Morris Intl Inc | $753.58万 | 0.17% | 45,578 | 55 | 0.1% | $9,094 | 加仓 |
| LFUS | LITTELFUSE INC | $758.28万 | 0.18% | 22,345 | 22,345 | — | $758.28万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $759.24万 | 0.18% | 362,234 | 124,049 | 52.1% | $260.01万 | 加仓 |
| IBM | Intl Business Machines Corp | $760.75万 | 0.18% | 31,385 | 13,863 | 79.1% | $336.03万 | 加仓 |
| SPEM | SPDR PORTFOLIO | $778.53万 | 0.18% | 165,962 | 38,272 | 30.0% | $179.53万 | 加仓 |
| XLC | SELECT SECTOR | $779.44万 | 0.18% | 70,308 | -24,452 | -25.8% | -$271.08万 | 减仓 |
| IEFA | ISHARES CORE | $784.40万 | 0.18% | 86,645 | 8,397 | 10.7% | $76.02万 | 加仓 |
| SPMD | SPDR PORTFOLIO | $794.38万 | 0.18% | 134,141 | 7,008 | 5.5% | $41.50万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $810.05万 | 0.19% | 159,020 | 4,244 | 2.7% | $21.62万 | 加仓 |
| — | WISDOMTREE MORTGAGE | $821.66万 | 0.19% | 185,887 | 1,594 | 0.9% | $7.05万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $822.95万 | 0.19% | 391,229 | 22,088 | 6.0% | $46.46万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $828.01万 | 0.19% | 73,857 | 377 | 0.5% | $4.23万 | 加仓 |
| NFLX | Netflix Inc | $828.20万 | 0.19% | 86,136 | 13,937 | 19.3% | $134.00万 | 加仓 |
| BA | Boeing Company | $830.54万 | 0.19% | 41,729 | 4,817 | 13.0% | $95.87万 | 加仓 |
| BSV | VANGUARD SHORT | $831.08万 | 0.19% | 105,992 | 560 | 0.5% | $4.39万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $834.39万 | 0.19% | 21,763 | -635 | -2.8% | -$24.35万 | 减仓 |
| BSJQ | INVESCO BULLETSHARES | $835.38万 | 0.19% | 360,465 | 16,404 | 4.8% | $38.02万 | 加仓 |
| AVUS | AVANTIS U S | $873.86万 | 0.20% | 78,600 | -3,434 | -4.2% | -$38.18万 | 减仓 |
| PLTR | Palantir Technologies Inc Cl A | $876.63万 | 0.20% | 59,928 | -9,777 | -14.0% | -$143.02万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $881.30万 | 0.20% | 48,578 | -4,138 | -7.8% | -$75.07万 | 减仓 |
| XLY | CONSUMER DISCRETIONARY | $883.68万 | 0.21% | 81,086 | -3,765 | -4.4% | -$41.03万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $884.20万 | 0.21% | 119,197 | 119,197 | — | $884.20万 | 新建仓 |
| FTLS | FIRST TRUST | $892.11万 | 0.21% | 126,792 | 2,663 | 2.1% | $18.74万 | 加仓 |
| PAVE | GLOBAL X | $936.51万 | 0.22% | 184,315 | 2,094 | 1.1% | $10.64万 | 加仓 |
| HD | Home Depot Inc | $964.27万 | 0.22% | 29,319 | 2,320 | 8.6% | $76.30万 | 加仓 |
| MCD | Mcdonalds Corp | $970.82万 | 0.23% | 31,237 | -218 | -0.7% | -$6.78万 | 减仓 |
| PZA | INVESCO NATIONAL | $982.10万 | 0.23% | 427,373 | 24,465 | 6.1% | $56.22万 | 加仓 |
| V | Visa Inc Cl A | $997.91万 | 0.23% | 33,017 | 1 | 0.0% | $302 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $1,081.46万 | 0.25% | 274,551 | 6,949 | 2.6% | $27.37万 | 加仓 |
| COST | Costco Wholesale Corp | $1,092.86万 | 0.25% | 10,968 | 612 | 5.9% | $60.98万 | 加仓 |
| XBIL | RBB US | $1,118.06万 | 0.26% | 223,477 | -8,816 | -3.8% | -$44.11万 | 减仓 |
| SPBO | SPDR CORP | $1,125.53万 | 0.26% | 387,713 | -1,677 | -0.4% | -$4.87万 | 减仓 |
| IAU | ISHARES GOLD | $1,137.65万 | 0.26% | 129,044 | 40,128 | 45.1% | $353.77万 | 加仓 |
| SDY | SPDR SERIES | $1,139.18万 | 0.26% | 78,058 | 907 | 1.2% | $13.24万 | 加仓 |
| SCHE | SCHWAB EMERGING | $1,141.49万 | 0.26% | 346,432 | -8,040 | -2.3% | -$26.49万 | 减仓 |
| SCHX | SCHWAB US | $1,143.31万 | 0.27% | 445,910 | -11,198 | -2.4% | -$28.71万 | 减仓 |
| RSP | INVESCO S&P | $1,159.39万 | 0.27% | 60,410 | -462 | -0.8% | -$8.87万 | 减仓 |
| XLE | SECTOR ENERGY | $1,164.07万 | 0.27% | 190,022 | 99,524 | 110.0% | $609.68万 | 加仓 |
| PG | Procter & Gamble Co | $1,199.71万 | 0.28% | 83,060 | 3,202 | 4.0% | $46.25万 | 加仓 |
| BOXX | EA SER | $1,203.75万 | 0.28% | 103,513 | -11,655 | -10.1% | -$135.54万 | 减仓 |
| AGG | ISHARES CORE | $1,229.20万 | 0.29% | 123,824 | -7,327 | -5.6% | -$72.74万 | 减仓 |
| XLU | SELECT UTILITIES | $1,266.94万 | 0.29% | 276,082 | 83,671 | 43.5% | $383.97万 | 加仓 |
| IUSG | ISHARES S&P | $1,280.24万 | 0.30% | 82,538 | -2,914 | -3.4% | -$45.20万 | 减仓 |
| — | Exxon Mobil Corp | $1,307.51万 | 0.30% | 77,066 | 21,383 | 38.4% | $362.79万 | 加仓 |
| SPSM | SPDR PORTFOLIO | $1,321.81万 | 0.31% | 273,555 | 21,040 | 8.3% | $101.67万 | 加仓 |
| CVX | Chevron Corp | $1,323.10万 | 0.31% | 63,949 | 24,650 | 62.7% | $510.01万 | 加仓 |
| IJR | ISHARES CORE | $1,349.74万 | 0.31% | 108,578 | -503 | -0.5% | -$6.25万 | 减仓 |
| JNJ | Johnson & Johnson | $1,389.47万 | 0.32% | 56,843 | 3,115 | 5.8% | $76.14万 | 加仓 |
| IWF | ISHARES RUSSELL | $1,447.98万 | 0.34% | 33,958 | 1,969 | 6.2% | $83.96万 | 加仓 |
| VTV | VANGUARD VALUE | $1,486.89万 | 0.34% | 75,784 | -7,013 | -8.5% | -$137.60万 | 减仓 |
| PPA | INVESCO AEROSPACE | $1,510.66万 | 0.35% | 91,168 | 8,843 | 10.7% | $146.53万 | 加仓 |
| FLRN | SPDR BLOOMBERG | $1,547.39万 | 0.36% | 502,726 | -916 | -0.2% | -$2.82万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,554.00万 | 0.36% | 312,143 | 187,745 | 150.9% | $934.69万 | 加仓 |
| XLV | SECTOR HEALTHCARE | $1,573.67万 | 0.37% | 107,338 | -36,682 | -25.5% | -$537.79万 | 减仓 |
| ABBV | Abbvie Inc | $1,599.56万 | 0.37% | 73,546 | 13,542 | 22.6% | $294.53万 | 加仓 |
| FLXR | TCW TR | $1,603.66万 | 0.37% | 408,368 | 218,833 | 115.5% | $859.36万 | 加仓 |
| EFG | ISHARES MSCI | $1,603.68万 | 0.37% | 143,995 | 95,916 | 199.5% | $1,068.22万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,625.68万 | 0.38% | 175,389 | -9,430 | -5.1% | -$87.41万 | 减仓 |
| EFA | ISHARES MSCI | $1,666.35万 | 0.39% | 171,559 | 18,231 | 11.9% | $177.08万 | 加仓 |
| XLF | SECTOR FINANCIAL | $1,667.98万 | 0.39% | 337,852 | -46,470 | -12.1% | -$229.42万 | 减仓 |
| RDVY | FIRST TRUST | $1,669.84万 | 0.39% | 244,557 | -15,518 | -6.0% | -$105.96万 | 减仓 |
| SPHQ | INVESCO EXCHANGE | $1,682.90万 | 0.39% | 223,820 | 17,379 | 8.4% | $130.67万 | 加仓 |
| VUG | VANGUARD GROWTH | $1,721.88万 | 0.40% | 39,421 | -640 | -1.6% | -$27.95万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,727.30万 | 0.40% | 659,275 | 6,869 | 1.1% | $18.00万 | 加仓 |