IHT Wealth Management, LLC
Chicago IL · SEC CIK 0001697490
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $77.01万 | 0.02% | 28,230 | -33,500 | -54.3% | -$91.39万 | 减仓 |
| NKE | NIKE INC | $77.16万 | 0.02% | 18,797 | -1,605 | -7.9% | -$6.59万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $77.39万 | 0.02% | 30,920 | -88 | -0.3% | -$2,203 | 减仓 |
| ENB | Enbridge Inc | $77.46万 | 0.02% | 14,288 | -3,756 | -20.8% | -$20.36万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORP | $77.68万 | 0.02% | 71,462 | 809 | 1.1% | $8,794 | 加仓 |
| GWW | Grainger W W Inc | $78.25万 | 0.02% | 575 | -35 | -5.7% | -$4.76万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $78.61万 | 0.02% | 16,280 | 16,280 | — | $78.61万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $78.81万 | 0.02% | 3,607 | -559 | -13.4% | -$12.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $79.16万 | 0.02% | 4,840 | -414 | -7.9% | -$6.77万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $79.23万 | 0.02% | 4,791 | 2,729 | 132.3% | $45.13万 | 加仓 |
| EXC | Exelon Corp | $79.25万 | 0.02% | 17,000 | -645 | -3.7% | -$3.01万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $79.59万 | 0.02% | 13,420 | -587 | -4.2% | -$3.48万 | 减仓 |
| FSK | Fs Kkr Capital Corp New | $79.87万 | 0.02% | 76,065 | -26,038 | -25.5% | -$27.34万 | 减仓 |
| APH | AMPHENOL CORP | $79.89万 | 0.02% | 4,531 | 956 | 26.7% | $16.86万 | 加仓 |
| WCLD | WISDOMTREE TR | $80.54万 | 0.02% | 25,125 | -1,000 | -3.8% | -$3.21万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $80.67万 | 0.02% | 31,493 | -1,236 | -3.8% | -$3.17万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $80.89万 | 0.02% | 17,329 | 0 | 0.0% | — | 不变 |
| KNSL | Kinsale Capital Group Inc | $81.89万 | 0.02% | 2,483 | -259 | -9.4% | -$8.54万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $82.06万 | 0.02% | 37,149 | 4,154 | 12.6% | $9.18万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $82.21万 | 0.02% | 1,655 | -42 | -2.5% | -$2.09万 | 减仓 |
| — | TWO ROADS | $83.29万 | 0.02% | 18,635 | -340 | -1.8% | -$1.52万 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $83.44万 | 0.02% | 145,365 | 542 | 0.4% | $3,111 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $83.77万 | 0.02% | 9,779 | -2,849 | -22.6% | -$24.41万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $84.08万 | 0.02% | 69,541 | 1,984 | 2.9% | $2.40万 | 加仓 |
| SPLV | INVESCO EXCHANGE | $84.32万 | 0.02% | 11,258 | -1,608 | -12.5% | -$12.04万 | 减仓 |
| HAL | Halliburton Company | $84.51万 | 0.02% | 24,893 | 18,472 | 287.7% | $62.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.59万 | 0.02% | 23,588 | -35,378 | -60.0% | -$126.87万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $84.74万 | 0.02% | 34,362 | -2,510 | -6.8% | -$6.19万 | 减仓 |
| VGK | VANGUARD FTSE | $84.77万 | 0.02% | 9,574 | 2,383 | 33.1% | $21.10万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $84.77万 | 0.02% | 40,273 | 40,273 | — | $84.77万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $84.94万 | 0.02% | 33,880 | -312 | -0.9% | -$7,822 | 减仓 |
| TIP | ISHARES TIPS | $85.16万 | 0.02% | 7,782 | 2,230 | 40.2% | $24.40万 | 加仓 |
| GOVT | ISHARES TR | $85.29万 | 0.02% | 37,443 | 533 | 1.4% | $1.21万 | 加仓 |
| NVS | NOVARTIS AG | $85.41万 | 0.02% | 5,450 | 108 | 2.0% | $1.69万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $85.54万 | 0.02% | 39,167 | 9,100 | 30.3% | $19.87万 | 加仓 |
| DGT | SPDR SER TR | $85.64万 | 0.02% | 4,635 | 391 | 9.2% | $7.22万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $86.37万 | 0.02% | 22,754 | 314 | 1.4% | $1.19万 | 加仓 |
| IHI | ISHARES U S | $86.74万 | 0.02% | 17,555 | -3,126 | -15.1% | -$15.45万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $86.76万 | 0.02% | 3,524 | -256 | -6.8% | -$6.30万 | 减仓 |
| — | PACER FDS TR | $86.85万 | 0.02% | 14,731 | 8,299 | 129.0% | $48.93万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $87.48万 | 0.02% | 10,212 | -317 | -3.0% | -$2.72万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR | $87.48万 | 0.02% | 8,899 | 10 | 0.1% | $983 | 加仓 |
| CRWV | COREWEAVE INC | $87.50万 | 0.02% | 8,790 | 619 | 7.6% | $6.16万 | 加仓 |
| LEN | LENNAR CORP | $87.50万 | 0.02% | 9,670 | 2,040 | 26.7% | $18.46万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $88.14万 | 0.02% | 18,199 | 7,417 | 68.8% | $35.92万 | 加仓 |
| IONQ | IONQ INC | $90.22万 | 0.02% | 16,939 | 16,939 | — | $90.22万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $91.19万 | 0.02% | 39,425 | -1,421 | -3.5% | -$3.29万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $91.20万 | 0.02% | 19,099 | 3,587 | 23.1% | $17.13万 | 加仓 |
| CASY | Caseys Genl Stores Inc | $91.29万 | 0.02% | 1,149 | -191 | -14.3% | -$15.18万 | 减仓 |
| EPI | WISDOMTREE INDIA | $91.30万 | 0.02% | 21,342 | -4,809 | -18.4% | -$20.57万 | 减仓 |
| PAAA | PGIM ETF TR | $91.79万 | 0.02% | 17,903 | 533 | 3.1% | $2.73万 | 加仓 |
| CQQQ | INVESCO CHINA | $91.83万 | 0.02% | 16,103 | -5,304 | -24.8% | -$30.25万 | 减仓 |
| ITB | ISHARES U S | $92.30万 | 0.02% | 8,835 | -628 | -6.6% | -$6.56万 | 减仓 |
| MDYG | SPDR SERIES | $92.59万 | 0.02% | 8,260 | -360 | -4.2% | -$4.04万 | 减仓 |
| ULTA | Ulta Beauty Inc | $92.68万 | 0.02% | 2,055 | 87 | 4.4% | $3.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $92.84万 | 0.02% | 1,890 | 158 | 9.1% | $7.76万 | 加仓 |
| — | INVESCO GOLDEN | $92.84万 | 0.02% | 41,136 | -27,114 | -39.7% | -$61.20万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $92.87万 | 0.02% | 21,228 | 848 | 4.2% | $3.71万 | 加仓 |
| IBMQ | ISHARES TR | $93.97万 | 0.02% | 36,736 | 9,596 | 35.4% | $24.55万 | 加仓 |
| GSK | GSK PLC | $94.22万 | 0.02% | 17,974 | -301 | -1.6% | -$1.58万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $94.26万 | 0.02% | 91,431 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $94.53万 | 0.02% | 6,470 | 1,873 | 40.7% | $27.37万 | 加仓 |
| RING | ISHARES INC | $94.60万 | 0.02% | 14,645 | 266 | 1.8% | $1.72万 | 加仓 |
| RGLD | Royal Gold Inc | $95.02万 | 0.02% | 4,760 | -399 | -7.7% | -$7.96万 | 减仓 |
| USMF | WISDOMTREE U S | $95.09万 | 0.02% | 17,530 | 2,996 | 20.6% | $16.25万 | 加仓 |
| CHI | CALAMOS CONVERTIBLE | $95.49万 | 0.02% | 71,052 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $95.97万 | 0.02% | 5,877 | 389 | 7.1% | $6.35万 | 加仓 |
| ENFR | ALPS ETF TR | $96.12万 | 0.02% | 25,230 | 1,733 | 7.4% | $6.60万 | 加仓 |
| MFSV | MFS ACTIVE EXHANCE TRADED F | $96.57万 | 0.02% | 33,802 | -12,845 | -27.5% | -$36.70万 | 减仓 |
| IWS | ISHARES RUSS | $96.66万 | 0.02% | 5,872 | -20 | -0.3% | -$3,292 | 减仓 |
| MGC | VANGUARD MEGA | $97.14万 | 0.02% | 3,550 | -375 | -9.6% | -$10.26万 | 减仓 |
| PSLV | SPROTT PHYSICAL | $97.30万 | 0.02% | 51,563 | -8,935 | -14.8% | -$16.86万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $97.54万 | 0.02% | 9,635 | -1,443 | -13.0% | -$14.61万 | 减仓 |
| AIQ | GLOBAL X FDS | $97.68万 | 0.02% | 14,888 | 1,256 | 9.2% | $8.24万 | 加仓 |
| NRG | NRG ENERGY INC | $97.75万 | 0.02% | 6,692 | -304 | -4.3% | -$4.44万 | 减仓 |
| DVY | ISHARES SELECT | $97.84万 | 0.02% | 6,260 | -683 | -9.8% | -$10.67万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $97.89万 | 0.02% | 13,334 | -674 | -4.8% | -$4.95万 | 减仓 |
| HFRO | HIGHLAND OPPORTUNITIES | $97.97万 | 0.02% | 137,401 | -3,178 | -2.3% | -$2.27万 | 减仓 |
| VEU | VANGUARD FTSE | $98.45万 | 0.02% | 11,755 | -573 | -4.6% | -$4.80万 | 减仓 |
| RKLB | ROCKET LAB CORP | $98.55万 | 0.02% | 9,695 | 1,623 | 20.1% | $16.50万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $98.86万 | 0.02% | 10,841 | 10,841 | — | $98.86万 | 新建仓 |
| FPX | FIRST TRUST | $98.88万 | 0.02% | 4,796 | 938 | 24.3% | $19.34万 | 加仓 |
| CI | THE CIGNA GROUP | $98.90万 | 0.02% | 3,588 | 73 | 2.1% | $2.01万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $99.11万 | 0.02% | 8,841 | -13 | -0.1% | -$1,457 | 减仓 |
| IJS | ISHARES TR | $99.22万 | 0.02% | 7,259 | -7,408 | -50.5% | -$101.26万 | 减仓 |
| USB | US BANCORP | $99.40万 | 0.02% | 16,457 | 12 | 0.1% | $725 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $99.46万 | 0.02% | 19,745 | 13,579 | 220.2% | $68.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $99.75万 | 0.02% | 8,685 | -66 | -0.8% | -$7,581 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $100.27万 | 0.02% | 21,030 | 4,576 | 27.8% | $21.82万 | 加仓 |
| XEL | XCEL ENERGY INC | $100.37万 | 0.02% | 12,500 | -175 | -1.4% | -$1.41万 | 减仓 |
| TFI | SPDR NUVEEN | $100.89万 | 0.02% | 22,029 | -719,771 | -97.0% | -$3,296.58万 | 减仓 |
| LGLV | SPDR SSGA | $101.30万 | 0.02% | 5,583 | -139 | -2.4% | -$2.52万 | 减仓 |
| FIXD | FIRST TRUST | $101.75万 | 0.02% | 23,332 | -1,214 | -4.9% | -$5.29万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $102.18万 | 0.02% | 5,691 | 6 | 0.1% | $1,077 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $102.38万 | 0.02% | 8,767 | -96 | -1.1% | -$1.12万 | 减仓 |
| STIP | ISHARES TR | $102.46万 | 0.02% | 10,029 | -927 | -8.5% | -$9.47万 | 减仓 |
| SII | Sprott Inc New | $103.20万 | 0.02% | 9,185 | -2,886 | -23.9% | -$32.43万 | 减仓 |
| BE | BLOOM ENERGY CORP | $103.28万 | 0.02% | 3,412 | 360 | 11.8% | $10.90万 | 加仓 |
| IYK | ISHARES U S | $104.05万 | 0.02% | 14,320 | -887 | -5.8% | -$6.45万 | 减仓 |
| IWB | ISHARES TR | $104.32万 | 0.02% | 2,547 | 204 | 8.7% | $8.36万 | 加仓 |