13F 机构持仓

IHT Wealth Management, LLC

Chicago IL · SEC CIK 0001697490

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.9%
SPYV 2.4%
NVDA 2.1%
SPYG 1.9%
DYNF 1.9%
TSLA 1.7%
INVESCO QQQ TR 1.6%
USFR 1.5%
SPYM 1.4%
IVV 1.4%

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
ELV Elevance Health Inc $25.26万0.01%653 -64-8.9% -$2.48万 减仓
FXO FIRST TRUST $25.29万0.01%4,050 -16,625-80.4% -$103.83万 减仓
VUSB VANGUARD BD INDEX FDS $25.38万0.01%5,099 -307,044-98.4% -$1,528.55万 减仓
PSA Public Storage Inc $25.45万0.01%799 -196-19.7% -$6.24万 减仓
— PROSHARES TR $25.45万0.01%8,114 8,114— $25.45万 新建仓
QQQJ INVESCO NASDAQ $25.46万0.01%5,604 -125-2.2% -$5,680 减仓
STT STATE STR CORP $25.51万0.01%1,504 -814-35.1% -$13.81万 减仓
AG First Majestic Silver Corp $25.61万0.01%15,098 1,90314.4% $3.23万 加仓
TPC TUTOR PERINI CORP $25.64万0.01%3,090 80.3% $664 加仓
PBA Pembina Pipeline Corp $25.92万0.01%5,604 180.3% $832 加仓
PFM INVESCO DIVIDEND $25.96万0.01%4,681 -489-9.5% -$2.71万 减仓
SPYX SPDR S&P $25.98万0.01%4,252 -1,302-23.4% -$7.95万 减仓
PBFR PGIM ROCK TR ETF $25.99万0.01%8,482 8,482— $25.99万 新建仓
JGLO J P MORGAN EXCHANGE TRADED F $26.00万0.01%3,651 -59-1.6% -$4,202 减仓
RWK INVESCO EXCH TRADED FD TR II $26.06万0.01%1,782 1479.0% $2.15万 加仓
CLSK CLEANSPARK INC $26.12万0.01%17,950 17,950— $26.12万 新建仓
IGPT INVESCO NEXT $26.14万0.01%2,511 2,511— $26.14万 新建仓
SNDA SONIDA SENIOR LIVING INC $26.15万0.01%6,409 6,409— $26.15万 新建仓
— INVESCO FOOD $26.22万0.01%5,564 90.2% $424 加仓
VONE VANGUARD SCOTTSDALE FDS $26.28万0.01%776 -102-11.6% -$3.45万 减仓
— SSGA ACTIVE ETF TR $26.30万0.01%7,660 83512.2% $2.87万 加仓
ESLT Elbit Systems LTD $26.33万0.01%347 -8-2.3% -$6,070 减仓
ACI ALBERTSONS COMPANIES INC $26.34万0.01%19,467 620.3% $839 加仓
HYBL SSGA ACTIVE TR $26.36万0.01%9,431 -38-0.4% -$1,062 重新持有
LYV Live Nation Entertainment Inc $26.43万0.01%1,444 -148-9.3% -$2.71万 减仓
LFUS LITTELFUSE INC $26.45万0.01%581 -21,764-97.4% -$990.98万 减仓
PJUL INNOVATOR ETFS TRUST $26.49万0.01%5,428 00.0% — 不变
BSM Black Stone Minerals LP $26.56万0.01%19,011 960.5% $1,341 加仓
MTZ MASTEC INC $26.62万0.01%640 -235-26.9% -$9.78万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $26.82万0.01%5,042 -14,460-74.1% -$76.91万 减仓
NCLH Norwegian Cruise Line Holdings LTD $26.92万0.01%12,750 -6,028-32.1% -$12.73万 减仓
SPHD INVESCO S&P $26.93万0.01%5,297 5,297— $26.93万 新建仓
JSML JANUS DETROIT STR TR $27.07万0.01%2,909 -120-4.0% -$1.12万 减仓
CZR Caesars Entertainment Inc Ne $27.16万0.01%9,000 9,000— $27.16万 新建仓
SGI RBB FD INC $27.32万0.01%3,485 -4-0.1% -$314 减仓
EW Edwards Lifesciences Corp $27.33万0.01%3,021 -234-7.2% -$2.12万 减仓
GPC Genuine Parts Co $27.36万0.01%2,319 -723-23.8% -$8.53万 减仓
IALT BLACKROCK ETF TRUST $27.52万0.01%9,810 9,810— $27.52万 新建仓
TMUS T-mobile Us Inc $27.54万0.01%1,642 -567-25.7% -$9.51万 减仓
SPTS SPDR PORTFOLIO $27.58万0.01%9,506 -2,537-21.1% -$7.36万 减仓
VIGI VANGUARD WHITEHALL FDS $27.60万0.01%2,956 -41-1.4% -$3,829 减仓
EDV VANGUARD WORLD FD $27.70万0.01%4,256 -14,455-77.3% -$94.07万 减仓
— ZACKS TRUST $27.83万0.01%9,524 1,17614.1% $3.44万 加仓
EBAY EBAY INC. $27.88万0.01%2,495 -838-25.1% -$9.36万 减仓
DFNM DIMENSIONAL ETF TRUST $28.01万0.01%5,795 5,795— $28.01万 新建仓
FYC FIRST TRUST $28.01万0.01%2,200 -75-3.3% -$9,551 减仓
HSY HERSHEY CO $28.05万0.01%1,599 -1,790-52.8% -$31.40万 减仓
IBDW ISHARES TR $28.09万0.01%13,477 1581.2% $3,293 加仓
FXN FIRST TRUST $28.29万0.01%13,986 -794-5.4% -$1.61万 减仓
APA Apa Corp $28.30万0.01%8,689 -135-1.5% -$4,397 减仓
— VANECK STEEL $28.40万0.01%2,886 -384-11.7% -$3.78万 减仓
PECO Phillips Edison & Co Inc $28.67万0.01%6,889 310.5% $1,290 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $28.88万0.01%11,133 11,133— $28.88万 新建仓
MAGS LISTED FDS TR $28.88万0.01%4,492 -446-9.0% -$2.87万 减仓
IWC ISHARES MICROCAP $28.92万0.01%1,446 -111-7.1% -$2.22万 减仓
ZALT INNOVATOR ETFS TRUST $28.93万0.01%8,541 1692.0% $5,724 加仓
UAL United Airlines Holdings Inc $29.20万0.01%2,147 -813-27.5% -$11.06万 减仓
APO Apollo Global Management Inc New $29.21万0.01%2,469 -334-11.9% -$3.95万 减仓
— Warner Bros Discovery Inc Ser A $29.25万0.01%10,970 -4,806-30.5% -$12.81万 减仓
XSW SPDR S&P $29.30万0.01%1,705 -1,170-40.7% -$20.10万 减仓
NUMG NUVEEN ESG $29.33万0.01%6,247 -1,089-14.8% -$5.11万 减仓
SIG SIGNET JEWELERS LIMITED $29.39万0.01%3,409 -227-6.2% -$1.96万 减仓
— MORGAN STANLEY EMKT DBT FD I $29.60万0.01%40,550 -150-0.4% -$1,095 减仓
— WESTERN ASSET INTER MUNI FD $29.71万0.01%37,754 11,84145.7% $9.32万 加仓
NTSX WISDOMTREE TR $29.76万0.01%5,040 -6,935-57.9% -$40.95万 减仓
BBIO BRIDGEBIO PHARMA INC $29.79万0.01%4,000 4,000— $29.79万 新建仓
HII HUNTINGTON INGALLS INDS INC $29.86万0.01%1,067 -27-2.5% -$7,557 减仓
QQEW FIRST TR NAS100 EQ WEIGHTED $29.90万0.01%1,873 120.6% $1,916 加仓
NFG National Fuel Gas Co $29.90万0.01%3,873 3,873— $29.90万 新建仓
SMLV SPDR SER TR $29.93万0.01%1,902 80.4% $1,259 加仓
PVAL PUTNAM ETF TRUST $30.06万0.01%5,900 5,900— $30.06万 新建仓
BBN BLACKROCK TXBL $30.07万0.01%18,594 -497-2.6% -$8,037 减仓
TER Teradyne Inc $30.39万0.01%628 -110-14.9% -$5.32万 减仓
HPQ HP INC $30.43万0.01%13,869 -259-1.8% -$5,683 减仓
IXC ISHARES TR $30.45万0.01%6,198 -1,570-20.2% -$7.71万 减仓
TPHD TIMOTHY PLAN $30.47万0.01%7,206 -323-4.3% -$1.37万 减仓
LCTU BLACKROCK U S $30.56万0.01%3,812 -2,337-38.0% -$18.73万 减仓
NVR Nvr Inc $30.66万0.01%45 -6-11.8% -$4.09万 减仓
INTU Intuit Inc $30.73万0.01%1,177 -196-14.3% -$5.12万 减仓
ASB ASSOCIATED BANC-CORP $30.75万0.01%9,992 00.0% — 不变
GEO Geo Group Inc New $30.99万0.01%10,488 -2,842-21.3% -$8.40万 减仓
— OCCIDENTAL PETE $31.06万0.01%11,663 60.1% $160 加仓
MRSH MARSH & MCLENNAN COS INC $31.09万0.01%1,866 -942-33.5% -$15.70万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $31.19万0.01%6,175 -1,192-16.2% -$6.02万 减仓
HROW HARROW INC $31.24万0.01%7,356 -402-5.2% -$1.71万 减仓
AMLP ALPS ALERIAN $31.26万0.01%6,030 -1,685-21.8% -$8.74万 减仓
BSMQ INVESCO BULLETSHARES $31.31万0.01%13,296 00.0% — 不变
IYM ISHARES U S $31.46万0.01%1,752 160.9% $2,873 加仓
— NUVEEN ARIZONA QLTY MUN INC $31.67万0.01%25,357 -23,883-48.5% -$29.83万 减仓
HASI HA SUSTAINABLE INFRA CAP INC $31.68万0.01%8,112 8,112— $31.68万 新建仓
UFOX ETF SER SOLUTIONS $32.13万0.01%3,381 -1,491-30.6% -$14.17万 减仓
LNT ALLIANT ENERGY CORP $32.16万0.01%4,216 1764.4% $1.34万 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $32.39万0.01%41,102 -4,742-10.3% -$3.74万 减仓
IBB ISHARES BIOTECHNOLOGY $32.51万0.01%1,710 402.4% $7,606 加仓
EWZ ISHARES MSCI $32.53万0.01%9,430 -29,707-75.9% -$102.49万 减仓
UL UNILEVER PLC $32.60万0.01%5,422 5,422— $32.60万 新建仓
RACE FERRARI N V $32.61万0.01%876 232.7% $8,563 加仓
FCOM FIDELITY COVINGTON TRUST $33.00万0.01%4,750 -767-13.9% -$5.33万 减仓
NWG NATWEST GROUP PLC $33.18万0.01%18,818 -2,245-10.7% -$3.96万 减仓
TFPM Triple Flag Precious Metals Corp $33.22万0.01%11,083 4,81576.8% $14.43万 加仓