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 |
|---|---|---|---|---|---|---|---|---|
| IMCB | ISHARES MORNINGSTAR | $47.12万 | 0.01% | 5,648 | -17 | -0.3% | -$1,418 | 减仓 |
| BAH | Booz Allen Hamilton Holding Corp Cl A | $47.59万 | 0.01% | 6,099 | 3,220 | 111.8% | $25.12万 | 加仓 |
| NEM | Newmont Corp | $47.75万 | 0.01% | 4,411 | -830 | -15.8% | -$8.99万 | 减仓 |
| AXON | Axon Enterprise Inc | $47.95万 | 0.01% | 1,129 | -1,070 | -48.7% | -$45.44万 | 减仓 |
| — | DIMENSIONAL US | $48.15万 | 0.01% | 12,390 | 809 | 7.0% | $3.14万 | 加仓 |
| SPSB | SPDR PORTFOLIO | $48.42万 | 0.01% | 16,104 | -1,106 | -6.4% | -$3.33万 | 减仓 |
| BOTZ | GLOBAL X | $48.48万 | 0.01% | 14,594 | 563 | 4.0% | $1.87万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $48.58万 | 0.01% | 1,939 | 175 | 9.9% | $4.38万 | 加仓 |
| WRB | Berkley W R Corp | $48.58万 | 0.01% | 7,329 | -466 | -6.0% | -$3.09万 | 减仓 |
| VLUE | ISHARES MSCI | $48.64万 | 0.01% | 3,421 | 54 | 1.6% | $7,678 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $48.71万 | 0.01% | 2,808 | 50 | 1.8% | $8,673 | 加仓 |
| MNST | Monster Beverage Corp New | $48.91万 | 0.01% | 6,750 | 312 | 4.8% | $2.26万 | 加仓 |
| SYY | Sysco Corp | $48.96万 | 0.01% | 6,863 | 750 | 12.3% | $5.35万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $49.05万 | 0.01% | 2,503 | 22 | 0.9% | $4,311 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $49.22万 | 0.01% | 54,564 | -1,883 | -3.3% | -$1.70万 | 减仓 |
| CATH | GLOBAL X | $49.34万 | 0.01% | 6,314 | 210 | 3.4% | $1.64万 | 加仓 |
| GEHC | Ge Healthcare Technologies Inc | $49.53万 | 0.01% | 6,959 | -635 | -8.4% | -$4.52万 | 减仓 |
| SMOT | VANECK MORNINGSTAR | $49.64万 | 0.01% | 14,108 | 83 | 0.6% | $2,921 | 加仓 |
| NTRS | NORTHERN TR CORP | $49.66万 | 0.01% | 3,558 | 217 | 6.5% | $3.03万 | 加仓 |
| RHHBY | Roche Holding Limited Sponsored Adr | $49.71万 | 0.01% | 10,000 | 2,252 | 29.1% | $11.19万 | 加仓 |
| — | KRANESHARES TRUST | $49.90万 | 0.01% | 20,613 | 20,613 | — | $49.90万 | 新建仓 |
| — | OCCIDENTAL PETE | $50.01万 | 0.01% | 11,657 | 12 | 0.1% | $515 | 加仓 |
| IGEB | ISHARES TR | $50.03万 | 0.01% | 11,102 | 6,013 | 118.2% | $27.09万 | 加仓 |
| FITB | Fifth Third Bancorp | $50.19万 | 0.01% | 10,803 | 300 | 2.9% | $1.39万 | 加仓 |
| RUNN | STRATEGIC TRUST | $50.20万 | 0.01% | 15,586 | 930 | 6.3% | $3.00万 | 加仓 |
| TDIV | FIRST TR EXCHANGE-TRADED FD | $50.28万 | 0.01% | 5,368 | 1,737 | 47.8% | $16.27万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $50.40万 | 0.01% | 12,433 | -16 | -0.1% | -$649 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $50.43万 | 0.01% | 7,042 | -820 | -10.4% | -$5.87万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $50.61万 | 0.01% | 743 | 32 | 4.5% | $2.18万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $50.72万 | 0.01% | 15,774 | 15,774 | — | $50.72万 | 新建仓 |
| HEDJ | WISDOMTREE TRUST | $50.86万 | 0.01% | 9,724 | -460 | -4.5% | -$2.41万 | 减仓 |
| CDNS | Cadence Design Systems Inc | $50.91万 | 0.01% | 1,832 | 325 | 21.6% | $9.03万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $50.96万 | 0.01% | 2,211 | 283 | 14.7% | $6.52万 | 加仓 |
| MOS | Mosaic Company New | $51.21万 | 0.01% | 20,084 | 20,084 | — | $51.21万 | 新建仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $51.22万 | 0.01% | 75,993 | 20,670 | 37.4% | $13.93万 | 加仓 |
| TRGP | Targa Resources Corp | $51.61万 | 0.01% | 2,058 | 144 | 7.5% | $3.61万 | 加仓 |
| BNDX | VANGUARD TOTAL | $51.81万 | 0.01% | 10,782 | -40 | -0.4% | -$1,922 | 减仓 |
| RKLB | ROCKET LAB CORP | $51.84万 | 0.01% | 8,072 | 8,072 | — | $51.84万 | 新建仓 |
| DGRS | WISDOMTREE US | $51.85万 | 0.01% | 9,792 | -1,123 | -10.3% | -$5.95万 | 减仓 |
| FNV | Franco Nevada Corp | $51.92万 | 0.01% | 2,101 | 40 | 1.9% | $9,884 | 加仓 |
| BHP | Bhp Group LTD Spon Adr | $51.97万 | 0.01% | 7,145 | -867 | -10.8% | -$6.31万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $52.35万 | 0.01% | 14,581 | -621 | -4.1% | -$2.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.51万 | 0.01% | 13,731 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $52.52万 | 0.01% | 28,713 | -4,685 | -14.0% | -$8.57万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $52.62万 | 0.01% | 12,220 | -11,253 | -47.9% | -$48.46万 | 减仓 |
| SKYY | FIRST TRUST | $52.69万 | 0.01% | 4,818 | -209 | -4.2% | -$2.29万 | 减仓 |
| LNG | Cheniere Energy Inc New | $52.72万 | 0.01% | 1,858 | -2,945 | -61.3% | -$83.56万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $52.86万 | 0.01% | 8,854 | -8,367 | -48.6% | -$49.95万 | 减仓 |
| SONY | Sony Group Corp Adr New | $52.86万 | 0.01% | 25,537 | -29 | -0.1% | -$600 | 减仓 |
| OUNZ | VANECK MERK | $52.86万 | 0.01% | 11,734 | -2,214 | -15.9% | -$9.97万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $52.99万 | 0.01% | 15,600 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TRUST | $53.03万 | 0.01% | 11,014 | 5 | 0.0% | $241 | 加仓 |
| VCSH | VANGUARD SHORT | $53.12万 | 0.01% | 6,702 | -1,541 | -18.7% | -$12.21万 | 减仓 |
| DLS | WISDOMTREE INTL | $53.40万 | 0.01% | 6,553 | -13 | -0.2% | -$1,059 | 减仓 |
| CARR | Carrier Global Corp | $53.70万 | 0.01% | 9,536 | 169 | 1.8% | $9,517 | 加仓 |
| ACWX | ISHARES TR | $53.75万 | 0.01% | 7,850 | 7,850 | — | $53.75万 | 新建仓 |
| — | GLOBAL X FINTECH | $53.83万 | 0.01% | 23,305 | 23,305 | — | $53.83万 | 新建仓 |
| PCN | PIMCO CORPORATE | $53.89万 | 0.01% | 45,282 | 32,856 | 264.4% | $39.10万 | 加仓 |
| VPL | VANGUARD FTSE | $54.16万 | 0.01% | 5,541 | -67 | -1.2% | -$6,548 | 减仓 |
| RITM | Rithm Capital Corp | $54.20万 | 0.01% | 57,173 | -152 | -0.3% | -$1,441 | 减仓 |
| EQIN | COLUMBIA ETF TR I | $54.52万 | 0.01% | 11,092 | -2,996 | -21.3% | -$14.72万 | 减仓 |
| APP | Applovin Corp | $54.57万 | 0.01% | 1,371 | 257 | 23.1% | $10.23万 | 加仓 |
| MKL | Markel Corp | $54.74万 | 0.01% | 286 | 3 | 1.1% | $5,742 | 加仓 |
| RCL | Royal Caribbean Group | $54.84万 | 0.01% | 1,993 | 141 | 7.6% | $3.88万 | 加仓 |
| LVS | Las Vegas Sands Corp | $55.37万 | 0.01% | 10,276 | 658 | 6.8% | $3.55万 | 加仓 |
| NGG | National Grid Plc Spon Adr New 2017 | $55.95万 | 0.01% | 6,613 | -173 | -2.5% | -$1.46万 | 减仓 |
| CP | Canadian Pacific Kansas City LTD | $56.19万 | 0.01% | 7,143 | -326 | -4.4% | -$2.56万 | 减仓 |
| IWO | ISHARES RUSSELL | $56.59万 | 0.01% | 1,803 | -9 | -0.5% | -$2,825 | 减仓 |
| MET | Metlife Inc | $56.76万 | 0.01% | 8,026 | 80 | 1.0% | $5,658 | 加仓 |
| SMR | NUSCALE PWR CORP | $56.84万 | 0.01% | 52,431 | 52,431 | — | $56.84万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $56.94万 | 0.01% | 8,216 | 3,868 | 89.0% | $26.81万 | 加仓 |
| CAE | Cae Inc | $57.02万 | 0.01% | 21,888 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $57.25万 | 0.01% | 14,900 | 14,900 | — | $57.25万 | 新建仓 |
| KDP | Keurig Dr Pepper Inc | $57.27万 | 0.01% | 21,752 | -248 | -1.1% | -$6,530 | 减仓 |
| — | TWO ROADS | $57.38万 | 0.01% | 25,604 | -167 | -0.6% | -$3,742 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $57.53万 | 0.01% | 13,345 | -2,426 | -15.4% | -$10.46万 | 减仓 |
| APD | Air Products & Chemicals Inc | $57.66万 | 0.01% | 1,985 | 52 | 2.7% | $1.51万 | 加仓 |
| FEX | FIRST TRUST | $57.79万 | 0.01% | 4,740 | 202 | 4.5% | $2.46万 | 加仓 |
| BIDU | Baidu Inc Spon Adr Repstg Ord Shs Cl A | $57.84万 | 0.01% | 5,191 | -4,567 | -46.8% | -$50.89万 | 减仓 |
| BP | Bp Plc Spon Adr | $57.95万 | 0.01% | 12,330 | -79 | -0.6% | -$3,713 | 减仓 |
| PHO | INVESCO WATER | $58.32万 | 0.01% | 8,723 | 9 | 0.1% | $602 | 加仓 |
| FNX | FIRST TRUST | $58.58万 | 0.01% | 4,568 | -34 | -0.7% | -$4,360 | 减仓 |
| — | DESTRA MULTI-ALTERNATIVE FD | $58.60万 | 0.01% | 72,262 | 404 | 0.6% | $3,276 | 加仓 |
| PAYX | Paychex Inc | $58.98万 | 0.01% | 6,403 | 193 | 3.1% | $1.78万 | 加仓 |
| TNK | TEEKAY CORPORATION LTD | $58.99万 | 0.01% | 8,045 | 31 | 0.4% | $2,273 | 加仓 |
| ADSK | Autodesk Inc | $59.04万 | 0.01% | 2,466 | 16 | 0.7% | $3,830 | 加仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $59.04万 | 0.01% | 49,240 | 49,240 | — | $59.04万 | 新建仓 |
| VGK | VANGUARD FTSE | $59.27万 | 0.01% | 7,191 | 1,662 | 30.1% | $13.70万 | 加仓 |
| INTU | Intuit Inc | $59.36万 | 0.01% | 1,373 | -331 | -19.4% | -$14.31万 | 减仓 |
| VCR | VANGUARD CONSUMER | $59.55万 | 0.01% | 1,659 | -96 | -5.5% | -$3.45万 | 减仓 |
| ZECP | ZACKS TRUST | $59.82万 | 0.01% | 17,682 | 2,668 | 17.8% | $9.03万 | 加仓 |
| SRE | Sempra | $59.84万 | 0.01% | 6,158 | 915 | 17.5% | $8.89万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $59.97万 | 0.01% | 24,668 | 24,668 | — | $59.97万 | 新建仓 |
| JCI | Johnson Controls Intl Plc | $60.19万 | 0.01% | 4,597 | 438 | 10.5% | $5.74万 | 加仓 |
| BKNG | Booking Holdings Inc | $60.23万 | 0.01% | 143 | 13 | 10.0% | $5.48万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR | $60.32万 | 0.01% | 6,713 | 1 | 0.0% | $90 | 加仓 |
| TBIL | RBB US | $60.76万 | 0.01% | 12,186 | -6,250 | -33.9% | -$31.16万 | 减仓 |
| FPX | FIRST TRUST | $61.27万 | 0.01% | 3,858 | -3,050 | -44.2% | -$48.43万 | 减仓 |
| TIP | ISHARES TIPS | $61.27万 | 0.01% | 5,552 | -62 | -1.1% | -$6,842 | 减仓 |
| GM | General Motors Co | $61.28万 | 0.01% | 8,225 | -275 | -3.2% | -$2.05万 | 减仓 |