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
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 3,220111.8% $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 8097.0% $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 5634.0% $1.87万 加仓
VRT VERTIV HOLDINGS CO $48.58万0.01%1,939 1759.9% $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%3,421 541.6% $7,678 加仓
MRSH MARSH & MCLENNAN COS INC $48.71万0.01%2,808 501.8% $8,673 加仓
MNST Monster Beverage Corp New $48.91万0.01%6,750 3124.8% $2.26万 加仓
SYY Sysco Corp $48.96万0.01%6,863 75012.3% $5.35万 加仓
DGX QUEST DIAGNOSTICS INC $49.05万0.01%2,503 220.9% $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 2103.4% $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%14,108 830.6% $2,921 加仓
NTRS NORTHERN TR CORP $49.66万0.01%3,558 2176.5% $3.03万 加仓
RHHBY Roche Holding Limited Sponsored Adr $49.71万0.01%10,000 2,25229.1% $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%11,657 120.1% $515 加仓
IGEB ISHARES TR $50.03万0.01%11,102 6,013118.2% $27.09万 加仓
FITB Fifth Third Bancorp $50.19万0.01%10,803 3002.9% $1.39万 加仓
RUNN STRATEGIC TRUST $50.20万0.01%15,586 9306.3% $3.00万 加仓
TDIV FIRST TR EXCHANGE-TRADED FD $50.28万0.01%5,368 1,73747.8% $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%743 324.5% $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 32521.6% $9.03万 加仓
HWM HOWMET AEROSPACE INC $50.96万0.01%2,211 28314.7% $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 20,67037.4% $13.93万 加仓
TRGP Targa Resources Corp $51.61万0.01%2,058 1447.5% $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%2,101 401.9% $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 00.0% — 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 00.0% — 不变
IHDG WISDOMTREE TRUST $53.03万0.01%11,014 50.0% $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 1691.8% $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 32,856264.4% $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 25723.1% $10.23万 加仓
MKL Markel Corp $54.74万0.01%286 31.1% $5,742 加仓
RCL Royal Caribbean Group $54.84万0.01%1,993 1417.6% $3.88万 加仓
LVS Las Vegas Sands Corp $55.37万0.01%10,276 6586.8% $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%8,026 801.0% $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 3,86889.0% $26.81万 加仓
CAE Cae Inc $57.02万0.01%21,888 00.0% — 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%1,985 522.7% $1.51万 加仓
FEX FIRST TRUST $57.79万0.01%4,740 2024.5% $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 90.1% $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 4040.6% $3,276 加仓
PAYX Paychex Inc $58.98万0.01%6,403 1933.1% $1.78万 加仓
TNK TEEKAY CORPORATION LTD $58.99万0.01%8,045 310.4% $2,273 加仓
ADSK Autodesk Inc $59.04万0.01%2,466 160.7% $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 1,66230.1% $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 2,66817.8% $9.03万 加仓
SRE Sempra $59.84万0.01%6,158 91517.5% $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 43810.5% $5.74万 加仓
BKNG Booking Holdings Inc $60.23万0.01%143 1310.0% $5.48万 加仓
MLRG ISHARES MORNINGSTAR $60.32万0.01%6,713 10.0% $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