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
PNC Pnc Financial Services Group Inc $78.67万0.02%3,780 2075.8% $4.31万 加仓
LRGE LEGG MASON ETF INVT $79.18万0.02%10,529 -1,698-13.9% -$12.77万 减仓
CTVA Corteva Inc $79.40万0.02%9,485 6267.1% $5.24万 加仓
EEM ISHARES MSCI $79.49万0.02%13,998 1,82815.0% $10.38万 加仓
CFA VICTORYSHARES US $79.76万0.02%8,719 00.0% — 不变
QTEC FIRST TRUST $80.20万0.02%3,713 1123.1% $2.42万 加仓
HFRO HIGHLAND OPPORTUNITIES $80.27万0.02%140,579 -7,074-4.8% -$4.04万 减仓
INDA ISHARES MSCI $80.70万0.02%17,229 5,90052.1% $27.64万 加仓
VOOG VANGUARD S&P $80.86万0.02%1,983 33720.5% $13.74万 加仓
KTOS Kratos Defense & Security Solutions Inc $81.55万0.02%11,566 8,882330.9% $62.63万 加仓
NVS Novartis Ag Spon Adr $81.60万0.02%5,342 60512.8% $9.24万 加仓
CAH Cardinal Health Inc $81.97万0.02%3,879 54216.2% $11.45万 加仓
CELH Celsius Holdings Inc New $82.21万0.02%23,171 -382-1.6% -$1.36万 减仓
— INNOVATOR ETFS TRUST $82.57万0.02%29,401 3,66214.2% $10.28万 加仓
PGR Progressive Corp Oh $82.58万0.02%4,166 39910.6% $7.91万 加仓
MDYG SPDR SERIES $82.71万0.02%8,620 660.8% $6,333 加仓
LPLA LPL Financial Holdings Inc $82.76万0.02%2,751 -719-20.7% -$21.63万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $83.16万0.02%10,919 10,919— $83.16万 新建仓
IWB ISHARES RUSSELL $83.56万0.02%2,343 -176-7.0% -$6.28万 减仓
ARTY ISHARES TR $83.56万0.02%17,959 1,5979.8% $7.43万 加仓
KRE SPDR S&P $83.60万0.02%12,831 3,76641.5% $24.54万 加仓
XSD SPDR SERIES $83.69万0.02%2,566 -108-4.0% -$3.52万 减仓
— SERIES PORTFOLIOS TR $83.69万0.02%32,729 32,729— $83.69万 新建仓
XHB SPDR SERIES $83.92万0.02%8,501 4085.0% $4.03万 加仓
STK COLUMBIA SELIGMAN $84.14万0.02%22,183 -937-4.1% -$3.55万 减仓
XAODX ABRDN TOTAL $84.21万0.02%91,431 00.0% — 不变
GOVT ISHARES U S $84.56万0.02%36,910 -3,158-7.9% -$7.23万 减仓
VPU VANGUARD UTILITIES $84.59万0.02%4,269 711.7% $1.41万 加仓
VDE VANGUARD ENERGY $84.80万0.02%4,901 340.7% $5,883 加仓
GDXJ VANECK JR $84.87万0.02%7,070 -4,878-40.8% -$58.56万 减仓
PALL ABERDEEN PHYSICAL $85.33万0.02%6,334 -1,518-19.3% -$20.45万 减仓
USB U S Bancorp De New $85.53万0.02%16,445 2,52718.2% $13.14万 加仓
VRIG INVESCO ACTIVELY MANAGED ETF $85.60万0.02%34,192 -23,998-41.2% -$60.08万 减仓
ITB ISHARES U S $85.69万0.02%9,463 -2,850-23.1% -$25.81万 减仓
IWS ISHARES RUSS $85.87万0.02%5,892 -113-1.9% -$1.65万 减仓
ROBO EXCHANGE TRADED $86.41万0.02%12,628 3,45137.6% $23.62万 加仓
EXC Exelon Corp $86.49万0.02%17,645 1590.9% $7,794 加仓
FXO FIRST TR EXCHANGE-TRADED FD $86.62万0.02%20,675 16,322375.0% $68.38万 加仓
CCL Carnival Corp Paired Ctf 1 Com Carnivl Crp & 1 Tr Sh Ben Int P&o Princess $86.84万0.02%33,557 24,211259.1% $62.66万 加仓
JSMD JANUS DETROIT STR TR $87.91万0.02%11,078 -33-0.3% -$2,619 减仓
PAAA PGIM ETF TR $88.90万0.02%17,370 17,370— $88.90万 新建仓
RBLX Roblox Corp Cl A $89.02万0.02%15,739 1,76012.6% $9.95万 加仓
ENFR ALPS ETF TR $89.78万0.02%23,497 23,497— $89.78万 新建仓
AMT American Tower Corp New $90.67万0.02%5,254 1,23130.6% $21.24万 加仓
CVS Cvs Health Corp $90.90万0.02%12,657 1,49413.4% $10.73万 加仓
PFEB INNOVATOR ETFS TRUST $91.02万0.02%22,698 10,88492.1% $43.64万 加仓
SCHR SCHWAB INTERMEDIATE $91.85万0.02%36,872 -1,725-4.5% -$4.30万 减仓
NUE Nucor Corp $92.31万0.02%5,459 2,15365.1% $36.41万 加仓
HYD VANECK HIGH $92.33万0.02%18,413 -46-0.2% -$2,306 减仓
VEU VANGUARD FTSE $92.58万0.02%12,328 8167.1% $6.13万 加仓
MGC VANGUARD MEGA $92.76万0.02%3,925 -170-4.2% -$4.02万 减仓
DHR Danaher Corp $93.43万0.02%4,928 992.1% $1.88万 加仓
KNSL Kinsale Capital Group Inc $93.69万0.02%2,742 83043.4% $28.36万 加仓
CI Cigna Group Cl B $93.76万0.02%3,515 1,980129.0% $52.82万 加仓
TFLO ISHARES TREASURY $94.00万0.02%18,565 5,99447.7% $30.35万 加仓
SPLV INVESCO EXCHANGE $94.10万0.02%12,866 -425-3.2% -$3.11万 减仓
COF Capital One Financial Corp $94.23万0.02%5,165 2324.7% $4.23万 加仓
PRU Prudential Financial Inc $94.39万0.02%9,662 1,43917.5% $14.06万 加仓
UMBF UMB FINL CORP $94.51万0.02%8,379 10.0% $113 加仓
SCHZ SCHWAB AGGREGATE $94.84万0.02%40,846 27,174198.8% $63.10万 加仓
NVO Novo Nordisk As Adr $95.06万0.02%25,867 3,28814.6% $12.08万 加仓
KR Kroger Co $95.58万0.02%13,210 3,54536.7% $25.65万 加仓
— KRANESHARES TRUST $95.83万0.02%33,490 33,490— $95.83万 新建仓
ALL Allstate Corp $95.88万0.02%4,624 270.6% $5,599 加仓
IWV ISHARES RUSSELL $96.17万0.02%2,594 2319.8% $8.56万 加仓
XSOE WISDOMTREE EMERGING $96.55万0.02%24,076 -180-0.7% -$7,218 减仓
RAAX VANECK ETF TRUST $96.60万0.02%23,729 23,729— $96.60万 新建仓
CASY Caseys Genl Stores Inc $97.56万0.02%1,340 50.4% $3,640 加仓
ENB Enbridge Inc $97.69万0.02%18,044 7894.6% $4.27万 加仓
LHX L3harris Technologies Inc $97.81万0.02%2,834 2158.2% $7.42万 加仓
IUSB ISHARES CORE $98.27万0.02%21,276 9,00073.3% $41.57万 加仓
ETR Entergy Corp New $98.33万0.02%8,751 6,059225.1% $68.08万 加仓
CQQQ INVESCO CHINA $98.51万0.02%21,407 -2,077-8.8% -$9.56万 减仓
BDJ BLACKROCK ENHANCED $98.88万0.02%114,704 -5,055-4.2% -$4.36万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $98.96万0.02%13,017 2341.8% $1.78万 加仓
TAN INVESCO SOLAR $99.15万0.02%17,798 -1,153-6.1% -$6.42万 减仓
XEL Xcel Energy Inc $100.69万0.02%12,675 1,69415.4% $13.46万 加仓
GSK Gsk Plc Sponsored Adr New $100.86万0.02%18,275 3,26521.8% $18.02万 加仓
IEUR ISHARES CORE $101.13万0.02%14,392 -375-2.5% -$2.64万 减仓
CAG Conagra Brands Inc $101.25万0.02%64,409 38,050144.4% $59.81万 加仓
JPST JPMORGAN $101.59万0.02%20,074 -3,135-13.5% -$15.87万 减仓
LGLV SPDR SSGA $101.90万0.02%5,722 -40-0.7% -$7,123 减仓
DFUV DIMENSIONAL US $101.93万0.02%21,034 4172.0% $2.02万 加仓
NRG Nrg Energy Inc New $102.24万0.02%6,996 6,996— $102.24万 新建仓
VOE VANGUARD MID $102.37万0.02%5,555 1,74145.6% $32.08万 加仓
HIMU BLACKROCK ETF TRUST II $102.39万0.02%21,341 -294-1.4% -$1.41万 减仓
BALT INNOVATOR ETFS TRUST $102.51万0.02%30,632 -1,300-4.1% -$4.35万 减仓
WEC Wec Energy Group Inc $102.61万0.02%8,863 4745.7% $5.49万 加仓
ULTA Ulta Beauty Inc $102.87万0.02%1,968 1558.5% $8.10万 加仓
DFCF DIMENSIONAL ETF TRUST $103.01万0.02%24,399 14,420144.5% $60.88万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $103.07万0.02%19,502 -43,759-69.2% -$231.27万 减仓
BND VANGUARD TOTAL $103.16万0.02%14,008 -3,957-22.0% -$29.14万 减仓
FSK Fs Kkr Capital Corp New $103.94万0.02%102,103 -270,606-72.6% -$275.48万 减仓
VYMI VANGUARD INTERNATIONAL $104.62万0.02%11,102 -5,964-34.9% -$56.20万 减仓
DVY ISHARES SELECT $105.13万0.02%6,943 150.2% $2,271 加仓
TMSL T ROWE PRICE ETF INC $105.15万0.02%28,676 18,479181.2% $67.76万 加仓
PDI PIMCO DYNAMIC INCOME FD $106.01万0.02%61,961 26,20273.3% $44.83万 加仓
WPC W P Carey Inc $106.06万0.02%15,606 5,60256.0% $38.07万 加仓
SCHP SCHWAB US $106.33万0.02%39,960 -216-0.5% -$5,748 减仓
IYK ISHARES U S $106.49万0.02%15,207 -744-4.7% -$5.21万 减仓