13F 机构持仓

IHT Wealth Management, LLC

Chicago IL · SEC CIK 0001697490

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.7%
SPYV 2.2%
NVDA 2.1%
USFR 2.1%
TSLA 1.7%
QQQ 1.7%
IVV 1.6%
SPYG 1.5%
TLT 1.5%
DYNF 1.3%

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
NCLH Norwegian Cruise Line Holdings LTD $35.11万0.01%18,778 1,3747.9% $2.57万 加仓
SPTS SPDR PORTFOLIO $35.14万0.01%12,043 -25,025-67.5% -$73.02万 减仓
PPG Ppg Industries Inc $35.19万0.01%3,293 722.2% $7,694 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $35.27万0.01%11,961 11,961— $35.27万 新建仓
PAUG INNOVATOR U S $35.38万0.01%8,283 1832.3% $7,818 加仓
STZ Constellation Brands Inc Cl A $35.56万0.01%2,371 1175.2% $1.75万 加仓
OKLO OKLO INC $35.63万0.01%7,185 1,44725.2% $7.18万 加仓
FRDM EA SER $35.80万0.01%6,550 -916-12.3% -$5.01万 减仓
IXJ GLOB HLTHCRE ETF $36.05万0.01%3,854 -8,873-69.7% -$83.00万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $36.23万0.01%14,614 -26,154-64.2% -$64.84万 减仓
JBBB JANUS DETROIT STR TR $36.23万0.01%7,774 -137-1.7% -$6,385 减仓
SPGM SPDR MSCI $36.36万0.01%4,803 3999.1% $3.02万 加仓
ON On Semiconductor Corp $36.46万0.01%5,888 54810.3% $3.39万 加仓
DEO Diageo Plc New Spon Adr $36.56万0.01%4,911 -13,066-72.7% -$97.28万 减仓
SUB ISHARES TR $36.62万0.01%3,439 2236.9% $2.37万 加仓
SMMV ISHARES MSCI $36.89万0.01%8,458 -33-0.4% -$1,439 减仓
DTH WISDOMTREE INTL $36.96万0.01%6,833 -74-1.1% -$4,002 减仓
NBSD NEUBERGER BERMAN ETF TRUST $37.36万0.01%7,367 -1,179-13.8% -$5.98万 减仓
FSLR First Solar Inc $37.36万0.01%1,894 1,894— $37.36万 新建仓
— GLOBAL X $37.43万0.01%9,010 4895.7% $2.03万 加仓
APA Apa Corp $37.45万0.01%8,824 340.4% $1,443 加仓
FCOM FIDELITY COVINGTON TRUST $37.58万0.01%5,517 -757-12.1% -$5.16万 减仓
— GLOBAL CLOUD $37.63万0.01%19,296 5,57540.6% $10.87万 加仓
AOM ISHARES CORE $37.63万0.01%7,944 00.0% — 不变
NI NISOURCE INC $38.32万0.01%8,213 430.5% $2,006 加仓
BN Brookfield Corp Vtg Shs Cl A $38.46万0.01%9,503 -179-1.8% -$7,244 减仓
FSSL FS SPECIALTY LENDING FD $38.78万0.01%30,999 -992-3.1% -$1.24万 减仓
— Aia Group LTD Spon Adr $38.79万0.01%8,710 2653.1% $1.18万 加仓
SLB Schlumberger LTD $38.87万0.01%7,564 86813.0% $4.46万 加仓
FBT FIRST TRUST $38.89万0.01%1,937 66452.2% $13.33万 加仓
DVN Devon Energy Corp New $38.93万0.01%7,736 -12,778-62.3% -$64.30万 减仓
CVI Cvr Energy Inc $39.01万0.01%11,594 1,12610.8% $3.79万 加仓
USTB VICTORYSHARES SHORT $39.06万0.01%7,722 -2,107-21.4% -$10.66万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $39.11万0.01%10,138 4,73587.6% $18.27万 加仓
BDX Becton Dickinson & Co $39.12万0.01%2,488 -234-8.6% -$3.68万 减仓
SNDK SANDISK CORP $39.14万0.01%616 616— $39.14万 新建仓
IBKR Interactive Brokers Group Inc Cl A $39.18万0.01%5,841 -87-1.5% -$5,835 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $39.35万0.01%14,450 3,41230.9% $9.29万 加仓
DBMF LITMAN GREGORY FDS TR $39.44万0.01%13,080 4413.5% $1.33万 加仓
MUNI PIMCO INTERMEDIATE $39.48万0.01%7,564 7,564— $39.48万 新建仓
ILDR FIRST TR EXCHNG TRADED FD VI $39.49万0.01%13,260 13,260— $39.49万 新建仓
B BARRICK MNG CORP $39.56万0.01%9,699 -493-4.8% -$2.01万 减仓
IJJ ISHARES S&P $39.64万0.01%2,992 -240-7.4% -$3.18万 减仓
IQDG WISDOMTREE INTL $39.92万0.01%9,944 3613.8% $1.45万 加仓
ACT ENACT HLDGS INC $40.00万0.01%9,801 500.5% $2,041 加仓
ATO Atmos Energy Corp $40.25万0.01%2,179 261.2% $4,803 加仓
TEL Te Connectivity LTD $40.33万0.01%1,929 57142.0% $11.94万 加仓
MUFG MITSUBISHI UFJ FINL GROUP IN $40.38万0.01%23,792 1,7467.9% $2.96万 加仓
PTY PIMCO CORPORATE & INCOME OPP $40.58万0.01%33,651 23,542232.9% $28.39万 重新持有
AMLP ALPS ALERIAN $40.61万0.01%7,715 -2,312-23.1% -$12.17万 减仓
MSOS ADVISORSHARES TR $40.75万0.01%114,782 47,62670.9% $16.91万 加仓
— CBRE GLOBAL $40.82万0.01%92,978 00.0% — 不变
XSW SPDR S&P $40.91万0.01%2,875 2,875— $40.91万 新建仓
NVT Nvent Electric Plc Voting Usd 0.01 $41.20万0.01%3,483 3,483— $41.20万 新建仓
— ABRDN GLOBAL $41.29万0.01%37,366 -78,025-67.6% -$86.22万 重新持有
BE Bloom Energy Corp Cl A $41.35万0.01%3,052 3,052— $41.35万 新建仓
MTB M&t Bank Corp $41.50万0.01%2,008 452.3% $9,301 加仓
FWD AB ACTIVE ETFS INC $41.57万0.01%3,829 3,829— $41.57万 新建仓
HII HUNTINGTON INGALLS INDS INC $41.58万0.01%1,094 -34-3.0% -$1.29万 减仓
PFFD GLOBAL X $41.59万0.01%22,602 -541-2.3% -$9,954 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $41.83万0.01%15,929 3,03823.6% $7.98万 加仓
XLG INVESCO EXCHANGE TRADED FD T $42.01万0.01%7,702 -2,501-24.5% -$13.64万 减仓
SPLB SPDR PORTFOLIO $42.03万0.01%18,914 -41-0.2% -$911 减仓
ABNB Airbnb Inc Cl A $42.06万0.01%3,331 -622-15.7% -$7.85万 减仓
INFL LISTED HORIZON $42.14万0.01%8,094 -7,765-49.0% -$40.43万 减仓
VIS VANGUARD INDUSTRIALS $42.24万0.01%1,353 50.4% $1,561 加仓
DBA INVESCO MULTI $42.46万0.01%15,541 5,37852.9% $14.69万 重新持有
— Chart Inds Inc $42.51万0.01%2,056 10.0% $207 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $42.52万0.01%16,011 7,11880.0% $18.90万 加仓
FISV FISERV INC $42.72万0.01%7,656 200.3% $1,116 加仓
BIZD VANECK BDC $42.97万0.01%33,571 -1,989-5.6% -$2.55万 减仓
ES Eversource Energy $43.05万0.01%6,215 1,10621.6% $7.66万 加仓
TOST Toast Inc Cl A $43.09万0.01%16,255 -498-3.0% -$1.32万 减仓
LCTU BLACKROCK U S $43.12万0.01%6,149 2,22056.5% $15.57万 加仓
GRMN Garmin LTD $43.23万0.01%1,863 -248-11.7% -$5.75万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $43.27万0.01%12,250 4754.0% $1.68万 加仓
— Warner Bros Discovery Inc Ser A $43.32万0.01%15,776 -2,721-14.7% -$7.47万 减仓
HAFN HAFNIA LTD $43.49万0.01%57,220 00.0% — 不变
WDAY Workday Inc $43.56万0.01%3,353 3,353— $43.56万 新建仓
QXO QXO INC $43.70万0.01%22,505 -5,221-18.8% -$10.14万 减仓
— Seabridge Gold Inc $43.74万0.01%15,435 5003.3% $1.42万 加仓
HIMS Hims & Hers Health Inc $43.78万0.01%21,088 21,088— $43.78万 新建仓
IXN ISHARES GLOBAL $44.06万0.01%4,407 -137-3.0% -$1.37万 减仓
CARY ANGEL OAK FUNDS TRUST $44.06万0.01%21,211 2641.3% $5,484 加仓
JAVA JPMORGAN ACTIVE $44.40万0.01%6,187 6,187— $44.40万 新建仓
DFGP DIMENSIONAL ETF TRUST $44.46万0.01%8,476 8,476— $44.46万 新建仓
PTLC PACER TRENDPILOT $44.55万0.01%8,492 -688-7.5% -$3.61万 减仓
FXD FIRST TRUST $44.56万0.01%6,961 110.2% $704 加仓
— SPDR S&P $44.65万0.01%5,707 2,72591.4% $21.32万 加仓
IXC ISHARES GLOBAL $44.75万0.01%7,768 1,40022.0% $8.07万 加仓
APH AMPHENOL CORP NEW $45.17万0.01%3,575 41213.0% $5.21万 加仓
REGN Regeneron Pharmaceuticals Inc $45.34万0.01%587 -6-1.0% -$4,634 减仓
ZM Zoom Video Communications Inc Cl A $45.57万0.01%5,668 3,268136.2% $26.27万 加仓
UNM Unum Group $45.60万0.01%6,245 4958.6% $3.61万 加仓
CBRE CBRE GROUP INC $45.65万0.01%3,370 1,903129.7% $25.78万 加仓
AVMC AMERICAN CENTY ETF TR $45.80万0.01%10,000 10,000— $45.80万 新建仓
PFG Principal Financial Group Inc $45.95万0.01%5,099 -151-2.9% -$1.36万 减仓
— INVESCO S&P $46.07万0.01%7,555 6679.7% $4.07万 加仓
TMUS T-mobile Us Inc $46.40万0.01%2,209 -166-7.0% -$3.49万 减仓
MEAR ISHARES U S ETF TR $47.07万0.01%9,350 1,88825.3% $9.50万 加仓