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
DHT DHT HOLDINGS INC $58.33万0.01%35,286 1,0263.0% $1.70万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $58.78万0.01%39,500 39,500— $58.78万 新建仓
IHDG WISDOMTREE TRUST $59.11万0.01%11,285 2712.5% $1.42万 加仓
SYY SYSCO CORP $59.42万0.01%7,109 2463.6% $2.06万 加仓
VBIL VANGUARD INSTL INDEX FD $59.64万0.01%7,880 7,880— $59.64万 新建仓
NBIS NEBIUS GROUP N.V. $59.74万0.01%2,163 -168-7.2% -$4.64万 减仓
BDYN BLACKROCK ETF TRUST $59.85万0.01%21,576 -3,092-12.5% -$8.58万 减仓
TDIV FIRST TR EXCHANGE-TRADED FD $60.12万0.01%5,233 -135-2.5% -$1.55万 减仓
ACIC AMERICAN COASTAL INS CORP $60.28万0.01%54,308 54,308— $60.28万 新建仓
MLRG ISHARES MORNINGSTAR $60.37万0.01%5,825 -888-13.2% -$9.20万 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $60.44万0.01%12,121 5554.8% $2.77万 加仓
IDEF BLACKROCK ETF TRUST $61.00万0.01%19,196 19,196— $61.00万 新建仓
— INVESCO ENERGY $61.07万0.01%18,026 -1,503-7.7% -$5.09万 减仓
KKR Kkr & Co Inc $61.39万0.01%6,689 -709-9.6% -$6.51万 减仓
DGCB DIMENSIONAL ETF TRUST $61.46万0.01%11,242 6,325128.6% $34.58万 加仓
BUFQ FIRST TR EXCHNG TRADED FD VI $62.05万0.01%15,800 3,55029.0% $13.94万 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $62.06万0.01%19,539 3,52822.0% $11.20万 加仓
KDP Keurig Dr Pepper Inc $62.08万0.01%18,966 -2,786-12.8% -$9.12万 减仓
LPLA LPL Financial Holdings Inc $62.18万0.01%2,207 -544-19.8% -$15.33万 减仓
UFEB INNOVATOR ETFS TRUST $62.19万0.01%16,091 -33,226-67.4% -$128.42万 减仓
— DIMENSIONAL US $62.49万0.01%14,975 5,74962.3% $23.99万 加仓
— GLOBAL X $62.70万0.01%39,662 -27,358-40.8% -$43.25万 减仓
SRE SEMPRA $62.98万0.01%6,794 63610.3% $5.90万 加仓
ESGU ISHARES ESG $63.17万0.01%3,860 -1,024-21.0% -$16.76万 减仓
SPGI S&P GLOBAL INC $63.27万0.01%1,554 -15-1.0% -$6,107 减仓
SKYY FIRST TRUST $63.66万0.01%4,731 -87-1.8% -$1.17万 减仓
SPG Simon Property Group Inc New $63.89万0.01%2,857 -1,021-26.3% -$22.83万 减仓
LHX L3harris Technologies Inc $64.59万0.01%2,223 -611-21.6% -$17.75万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $64.75万0.01%7,978 -149-1.8% -$1.21万 减仓
IDMO INVESCO EXCH TRADED FD TR II $64.98万0.01%10,779 5,738113.8% $34.59万 加仓
CAH Cardinal Health Inc $65.07万0.01%2,739 -1,140-29.4% -$27.08万 减仓
IXN ISHARES GLOBAL $65.35万0.01%4,523 1162.6% $1.68万 加仓
BCD ABRDN ETFS $65.55万0.01%19,194 -1,048-5.2% -$3.58万 减仓
CDNS CADENCE DESIGN SYSTEM INC $65.57万0.01%1,747 -85-4.6% -$3.19万 减仓
CORO BLACKROCK ETF TRUST $65.67万0.01%17,944 2,17013.8% $7.94万 加仓
VLUE ISHARES MSCI $65.70万0.01%3,288 -133-3.9% -$2.66万 减仓
PFF ISHARES U S $65.74万0.01%21,561 -4,227-16.4% -$12.89万 减仓
VCR VANGUARD CONSUMER $65.83万0.01%1,660 10.1% $397 加仓
RBLX ROBLOX CORP $65.85万0.01%12,110 -3,629-23.1% -$19.73万 减仓
APP APPLOVIN CORP $65.90万0.01%1,279 -92-6.7% -$4.74万 减仓
BKNG BOOKING HOLDINGS INC $65.92万0.01%3,699 1243.5% $2.21万 加仓
VPU VANGUARD UTILITIES $66.11万0.01%3,377 -892-20.9% -$17.46万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $66.19万0.01%14,882 -18-0.1% -$801 减仓
OSEA HARBOR ETF TRUST $66.36万0.01%21,730 12,534136.3% $38.28万 加仓
FEX FIRST TRUST $66.37万0.01%4,745 50.1% $699 加仓
MPLX MPLX LP $66.42万0.01%11,790 1,0249.5% $5.77万 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $66.95万0.01%4,574 60.1% $878 加仓
IWO ISHARES RUSSELL $67.08万0.01%1,703 -100-5.5% -$3.94万 减仓
— J P MORGAN EXCHANGE TRADED F $67.34万0.01%13,300 13,300— $67.34万 新建仓
SRVR PACER DATA $67.55万0.01%21,264 -482-2.2% -$1.53万 减仓
ACN ACCENTURE PLC IRELAND $67.57万0.01%5,430 -305-5.3% -$3.80万 减仓
IWN ISHARES RUSSELL $68.12万0.01%3,079 1,47692.1% $32.65万 加仓
FRO Frontline Plc $68.13万0.01%19,582 -13,079-40.0% -$45.50万 减仓
GRPN GROUPON INC $68.41万0.01%28,431 28,431— $68.41万 新建仓
YUM YUM BRANDS INC $68.59万0.01%4,291 -6-0.1% -$959 减仓
CMCSA Comcast Corp Cl A New $68.71万0.01%27,986 -11,310-28.8% -$27.77万 减仓
MNST MONSTER BEVERAGE CORP NEW $68.74万0.01%7,152 4026.0% $3.86万 加仓
TFLO ISHARES TR $68.84万0.01%13,596 -4,969-26.8% -$25.16万 减仓
NTR Nutrien LTD $69.40万0.01%11,025 11,025— $69.40万 新建仓
TAFI AB ACTIVE ETFS INC $69.76万0.01%27,659 -166,110-85.7% -$418.93万 减仓
GPIX GOLDMAN SACHS ETF TR $70.07万0.01%12,609 -73-0.6% -$4,057 减仓
FSCO FS CREDIT $70.13万0.01%140,543 -5,767-3.9% -$2.88万 减仓
HOOD ROBINHOOD MKTS INC $70.24万0.01%7,004 -1,212-14.8% -$12.15万 减仓
OIH VANECK OIL $70.29万0.01%1,889 462.5% $1.71万 加仓
VDE VANGUARD ENERGY $70.61万0.02%4,703 -198-4.0% -$2.97万 减仓
IYF ISHARES U S $70.73万0.02%5,547 -368-6.2% -$4.69万 减仓
NXT NEXTPOWER INC $70.80万0.02%5,943 -94-1.6% -$1.12万 减仓
CCJ CAMECO CORP $70.83万0.02%6,954 -14-0.2% -$1,426 减仓
BABA Alibaba Group Holding LTD Spons Ads Repstg 8 Ord Shs $71.33万0.02%7,431 -2,361-24.1% -$22.66万 减仓
DES WISDOMTREE U S $71.34万0.02%17,537 -2,304-11.6% -$9.37万 减仓
ACGL Arch Capital Group LTD $71.66万0.02%7,383 -780-9.6% -$7.57万 减仓
COIN COINBASE GLOBAL INC $71.66万0.02%4,902 -1,298-20.9% -$18.98万 减仓
EQIX Equinix Inc Par $0.001 $71.66万0.02%688 274.1% $2.81万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $71.80万0.02%35,599 -367-1.0% -$7,402 减仓
DHR Danaher Corp $71.91万0.02%3,775 -1,153-23.4% -$21.96万 减仓
ICLN ISHARES GLOBAL $71.98万0.02%35,127 6,41422.3% $13.14万 加仓
EQIN COLUMBIA ETF TR I $72.11万0.02%14,056 2,96426.7% $15.21万 加仓
— DIMENSIONAL ETF TRUST $72.13万0.02%16,261 3,87131.2% $17.17万 加仓
FITB Fifth Third Bancorp $72.20万0.02%12,808 2,00518.6% $11.30万 加仓
VONG VANGUARD SCOTTSDALE FDS $72.22万0.02%5,651 -1,014-15.2% -$12.96万 减仓
CARR CARRIER GLOBAL CORPORATION $72.69万0.02%9,910 3743.9% $2.74万 加仓
CFA VICTORYSHARES US $72.84万0.02%7,373 -1,346-15.4% -$13.30万 减仓
VRT VERTIV HOLDINGS CO $72.91万0.02%2,178 23912.3% $8.00万 加仓
ACWX ISHARES TR $72.95万0.02%9,585 1,73522.1% $13.21万 加仓
CTVA Corteva Inc $73.36万0.02%8,662 -823-8.7% -$6.97万 减仓
DFAI DIMENSIONAL ETF TRUST $73.95万0.02%17,926 1,1486.8% $4.74万 加仓
SCHW SCHWAB CHARLES CORP $74.33万0.02%8,056 -18-0.2% -$1,661 减仓
TFC TRUIST FINL CORP $74.41万0.02%14,936 3252.2% $1.62万 加仓
DLN WISDOMTREE U S $74.48万0.02%7,733 360.5% $3,467 加仓
BALT INNOVATOR ETFS TRUST $74.79万0.02%21,824 -8,808-28.8% -$30.18万 减仓
ZECP ZACKS TRUST $74.83万0.02%19,829 2,14712.1% $8.10万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.02%1 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $75.19万0.02%1,810 170.9% $7,062 加仓
DOV Dover Corp $75.73万0.02%3,377 -266-7.3% -$5.97万 减仓
VNOM VIPER ENERGY $76.03万0.02%17,932 10,496141.2% $44.50万 加仓
EWY ISHARES INC $76.10万0.02%3,769 3,769— $76.10万 新建仓
— INVESCO EXCH TRD SLF IDX FD $76.12万0.02%8,568 5346.6% $4.74万 加仓
— GLOBAL X FDS $76.36万0.02%27,677 -760-2.7% -$2.10万 减仓
SHM SPDR SERIES TRUST $76.54万0.02%15,958 2601.7% $1.25万 加仓
FAST FASTENAL CO $76.77万0.02%15,984 4663.0% $2.24万 加仓