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 |
|---|---|---|---|---|---|---|---|---|
| BBEU | JPMORGAN BUILDERS | $21.91万 | 0.01% | 3,027 | 3,027 | — | $21.91万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $21.96万 | 0.01% | 4,761 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $22.02万 | 0.01% | 701 | -1 | -0.1% | -$314 | 减仓 |
| — | ISHARES TR | $22.04万 | 0.01% | 5,169 | 5,169 | — | $22.04万 | 新建仓 |
| FYC | FIRST TRUST | $22.06万 | 0.01% | 2,275 | 75 | 3.4% | $7,274 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $22.11万 | 0.01% | 3,023 | 3,023 | — | $22.11万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $22.12万 | 0.01% | 2,062 | -1,255 | -37.8% | -$13.47万 | 减仓 |
| DTE | Dte Energy Co | $22.19万 | 0.01% | 1,518 | 1,518 | — | $22.19万 | 新建仓 |
| NAD | NUVEEN QUALITY | $22.24万 | 0.01% | 19,336 | 4,643 | 31.6% | $5.34万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $22.26万 | 0.01% | 8,469 | 0 | 0.0% | — | 不变 |
| GEO | Geo Group Inc New | $22.41万 | 0.01% | 13,330 | -1,040 | -7.2% | -$1.75万 | 减仓 |
| BKLN | INVESCO SENIOR | $22.45万 | 0.01% | 11,002 | 95 | 0.9% | $1,939 | 加仓 |
| GSIE | GOLDMAN SACHS | $22.46万 | 0.01% | 5,208 | 0 | 0.0% | — | 不变 |
| — | Zacks Trust | $22.51万 | 0.01% | 8,348 | 277 | 3.4% | $7,468 | 加仓 |
| ADM | Archer Daniels Midland Company | $22.51万 | 0.01% | 3,097 | -4,483 | -59.1% | -$32.58万 | 减仓 |
| FNY | FIRST TRUST | $22.58万 | 0.01% | 2,496 | -53,287 | -95.5% | -$482.13万 | 减仓 |
| SMDV | PROSHARES RUSSELL | $22.64万 | 0.01% | 3,291 | 3 | 0.1% | $206 | 加仓 |
| AGGY | WISDOMTREE YIELD | $22.64万 | 0.01% | 5,210 | 1 | 0.0% | $43 | 加仓 |
| — | Teva Pharmaceutical Inds LTD Adr | $22.67万 | 0.01% | 7,525 | 486 | 6.9% | $1.46万 | 加仓 |
| RBC | Rbc Bearings Inc | $22.70万 | 0.01% | 418 | 418 | — | $22.70万 | 新建仓 |
| G | Genpact LTD | $22.76万 | 0.01% | 6,111 | 6,111 | — | $22.76万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE | $22.82万 | 0.01% | 2,956 | -161 | -5.2% | -$1.24万 | 减仓 |
| IPAC | ISHARES TR | $22.83万 | 0.01% | 2,984 | 105 | 3.6% | $8,034 | 加仓 |
| CSQ | CALAMOS STRATEGIC | $22.86万 | 0.01% | 13,355 | 1,804 | 15.6% | $3.09万 | 加仓 |
| — | SSGA ACTIVE ETF TR | $22.87万 | 0.01% | 6,825 | 57 | 0.8% | $1,910 | 加仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $22.89万 | 0.01% | 9,450 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK | $22.98万 | 0.01% | 5,424 | -670 | -11.0% | -$2.84万 | 减仓 |
| CMS | Cms Energy Corp | $23.14万 | 0.01% | 2,982 | 2,982 | — | $23.14万 | 新建仓 |
| TEM | TEMPUS AI | $23.16万 | 0.01% | 5,121 | -203 | -3.8% | -$9,180 | 减仓 |
| ESGE | ISHARES ESG | $23.17万 | 0.01% | 5,096 | 5,096 | — | $23.17万 | 新建仓 |
| PGX | INVESCO PFD | $23.30万 | 0.01% | 21,419 | -581 | -2.6% | -$6,321 | 减仓 |
| MLM | Martin Marietta Materials Inc | $23.36万 | 0.01% | 397 | 10 | 2.6% | $5,885 | 加仓 |
| HRB | Block H & R Inc | $23.47万 | 0.01% | 7,393 | 1,069 | 16.9% | $3.39万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $23.47万 | 0.01% | 66,682 | 66,682 | — | $23.47万 | 新建仓 |
| FTI | Technipfmc Plc | $23.48万 | 0.01% | 3,396 | 3,396 | — | $23.48万 | 新建仓 |
| NDAQ | Nasdaq Inc | $23.55万 | 0.01% | 2,774 | -478 | -14.7% | -$4.06万 | 减仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $23.64万 | 0.01% | 1,861 | 0 | 0.0% | — | 不变 |
| CDL | VICTORYSHARES US | $23.65万 | 0.01% | 3,173 | 0 | 0.0% | — | 不变 |
| PYPL | Paypal Holdings Inc | $23.65万 | 0.01% | 5,229 | -3,143 | -37.5% | -$14.22万 | 减仓 |
| TMDX | Transmedics Group Inc | $23.79万 | 0.01% | 2,393 | 2,393 | — | $23.79万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $23.79万 | 0.01% | 3,082 | -6,514 | -67.9% | -$50.28万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $23.79万 | 0.01% | 2,624 | -88 | -3.2% | -$7,979 | 减仓 |
| CCI | Crown Castle Inc | $23.82万 | 0.01% | 2,930 | 68 | 2.4% | $5,529 | 加仓 |
| MGEE | MGE ENERGY INC | $23.87万 | 0.01% | 3,088 | 0 | 0.0% | — | 不变 |
| — | Coterra Energy Inc | $23.89万 | 0.01% | 6,798 | 6,798 | — | $23.89万 | 新建仓 |
| A | Agilent Technologies Inc | $23.89万 | 0.01% | 2,096 | 55 | 2.7% | $6,269 | 加仓 |
| BILS | SPDR BLOOMBERG | $23.89万 | 0.01% | 2,402 | -298 | -11.0% | -$2.96万 | 减仓 |
| ING | Ing Groep N V Sponsored Adr | $23.95万 | 0.01% | 9,193 | -382 | -4.0% | -$9,951 | 减仓 |
| — | TELIX PHARMACEUTICAL LTD | $23.96万 | 0.01% | 25,035 | -250 | -1.0% | -$2,393 | 减仓 |
| HCA | HCA HEALTHCARE INC | $23.97万 | 0.01% | 507 | -162 | -24.2% | -$7.66万 | 减仓 |
| LYB | Lyondellbasell Industries N V Ord Shs Cl A | $24.03万 | 0.01% | 2,983 | 2,983 | — | $24.03万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $24.04万 | 0.01% | 23,046 | 0 | 0.0% | — | 不变 |
| PAAS | Pan American Silver Corp | $24.06万 | 0.01% | 4,404 | 361 | 8.9% | $1.97万 | 加仓 |
| IDU | ISHARES TR | $24.06万 | 0.01% | 2,072 | 106 | 5.4% | $1.23万 | 加仓 |
| EUSB | ISHARES TR | $24.09万 | 0.01% | 5,537 | -1,715 | -23.6% | -$7.46万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $24.19万 | 0.01% | 2,331 | 2,331 | — | $24.19万 | 新建仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $24.22万 | 0.01% | 3,710 | 3,710 | — | $24.22万 | 新建仓 |
| NET | Cloudflare Inc | $24.22万 | 0.01% | 1,174 | 1,174 | — | $24.22万 | 新建仓 |
| LYV | Live Nation Entertainment Inc | $24.27万 | 0.01% | 1,592 | 63 | 4.1% | $9,605 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $24.35万 | 0.01% | 8,954 | 8,954 | — | $24.35万 | 新建仓 |
| — | Atlas Copco Ab Spon Adr Repstg Com Ser A | $24.39万 | 0.01% | 13,848 | 748 | 5.7% | $1.32万 | 加仓 |
| PTF | INVESCO DORSEY | $24.60万 | 0.01% | 2,850 | 0 | 0.0% | — | 不变 |
| TTC | Toro Co | $24.77万 | 0.01% | 2,650 | 16 | 0.6% | $1,495 | 加仓 |
| AVT | Avnet Inc | $24.78万 | 0.01% | 4,021 | 4,021 | — | $24.78万 | 新建仓 |
| AMP | Ameriprise Financial Inc | $24.78万 | 0.01% | 558 | -137 | -19.7% | -$6.08万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $24.80万 | 0.01% | 4,241 | 4,241 | — | $24.80万 | 新建仓 |
| IWC | ISHARES MICROCAP | $24.85万 | 0.01% | 1,557 | 151 | 10.7% | $2.41万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $24.87万 | 0.01% | 9,537 | 9,537 | — | $24.87万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD | $24.88万 | 0.01% | 15,860 | 15,860 | — | $24.88万 | 新建仓 |
| DIHP | DIMENSIONAL INTL | $24.92万 | 0.01% | 7,733 | 7,733 | — | $24.92万 | 新建仓 |
| DOW | Dow Inc | $24.92万 | 0.01% | 5,984 | 5,984 | — | $24.92万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $24.95万 | 0.01% | 5,428 | 0 | 0.0% | — | 不变 |
| PBA | Pembina Pipeline Corp | $25.00万 | 0.01% | 5,586 | 14 | 0.3% | $627 | 加仓 |
| PDBC | INVESCO OPTIMUM | $25.01万 | 0.01% | 14,442 | -171 | -1.2% | -$2,962 | 减仓 |
| HAL | Halliburton Company | $25.04万 | 0.01% | 6,421 | 6,421 | — | $25.04万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $25.32万 | 0.01% | 6,166 | 6,166 | — | $25.32万 | 新建仓 |
| EAGG | ISHARES TR | $25.41万 | 0.01% | 5,344 | 5,344 | — | $25.41万 | 新建仓 |
| AWK | American Water Works Company Inc New | $25.45万 | 0.01% | 1,870 | -320 | -14.6% | -$4.35万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $25.45万 | 0.01% | 8,565 | 662 | 8.4% | $1.97万 | 加仓 |
| IYH | ISHARES U S | $25.50万 | 0.01% | 4,136 | 383 | 10.2% | $2.36万 | 加仓 |
| CHWY | CHEWY INC | $25.63万 | 0.01% | 9,494 | -4,691 | -33.1% | -$12.67万 | 减仓 |
| PECO | Phillips Edison & Co Inc | $25.66万 | 0.01% | 6,858 | 54 | 0.8% | $2,021 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $25.70万 | 0.01% | 20,411 | 4,045 | 24.7% | $5.09万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $25.72万 | 0.01% | 17,821 | 3,750 | 26.7% | $5.41万 | 加仓 |
| PCAR | Paccar Inc | $25.77万 | 0.01% | 2,231 | -25 | -1.1% | -$2,888 | 减仓 |
| SGI | RBB FD INC | $25.79万 | 0.01% | 3,489 | 2 | 0.1% | $148 | 加仓 |
| MCHP | Microchip Technology Inc | $25.79万 | 0.01% | 3,992 | 724 | 22.2% | $4.68万 | 加仓 |
| ASB | ASSOCIATED BANC CORP | $25.84万 | 0.01% | 9,992 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH | $25.89万 | 0.01% | 19,673 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $25.91万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $25.94万 | 0.01% | 10,162 | 10,162 | — | $25.94万 | 新建仓 |
| SMLV | SPDR SER TR | $25.97万 | 0.01% | 1,894 | -23 | -1.2% | -$3,153 | 减仓 |
| EW | Edwards Lifesciences Corp | $26.07万 | 0.01% | 3,255 | 26 | 0.8% | $2,082 | 加仓 |
| LMND | Lemonade Inc | $26.14万 | 0.01% | 4,170 | 4,170 | — | $26.14万 | 新建仓 |
| — | ISHARES MORNINGSTAR | $26.22万 | 0.01% | 12,065 | -917 | -7.1% | -$1.99万 | 减仓 |
| PFM | INVESCO DIVIDEND | $26.42万 | 0.01% | 5,170 | -639 | -11.0% | -$3.27万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL | $26.51万 | 0.01% | 2,997 | -441 | -12.8% | -$3.90万 | 减仓 |
| SOFI | Sofi Technologies Inc | $26.56万 | 0.01% | 16,725 | 1,667 | 11.1% | $2.65万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $26.62万 | 0.01% | 4,917 | 4,917 | — | $26.62万 | 新建仓 |
| OSEA | HARBOR ETF TRUST | $26.62万 | 0.01% | 9,196 | 9,196 | — | $26.62万 | 新建仓 |