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 |
|---|---|---|---|---|---|---|---|---|
| REM | ISHARES MORTGAGE | $106.59万 | 0.02% | 49,647 | 1,307 | 2.7% | $2.81万 | 加仓 |
| CEFS | EXCHANGE LISTED | $106.66万 | 0.02% | 47,300 | 840 | 1.8% | $1.89万 | 加仓 |
| EPI | WISDOMTREE INDIA | $106.70万 | 0.02% | 26,151 | 162 | 0.6% | $6,610 | 加仓 |
| FIXD | FIRST TRUST | $107.00万 | 0.02% | 24,546 | -2,157 | -8.1% | -$9.40万 | 减仓 |
| ARKG | ARK GENOMIC | $107.38万 | 0.02% | 40,642 | 15,557 | 62.0% | $41.10万 | 加仓 |
| NKE | Nike Inc Cl B | $107.77万 | 0.03% | 20,402 | -5,123 | -20.1% | -$27.06万 | 减仓 |
| VRSK | Verisk Analytics Inc | $107.88万 | 0.03% | 5,685 | 1,926 | 51.2% | $36.55万 | 加仓 |
| COIN | Coinbase Global Inc Cl A | $108.26万 | 0.03% | 6,200 | -1,624 | -20.8% | -$28.36万 | 减仓 |
| XOP | SPDR SERIES | $108.59万 | 0.03% | 5,972 | 3,650 | 157.2% | $66.37万 | 加仓 |
| XBI | SPDR SERIES | $108.60万 | 0.03% | 8,503 | -18,094 | -68.0% | -$231.10万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $109.87万 | 0.03% | 2,805 | 176 | 6.7% | $6.89万 | 加仓 |
| IHI | ISHARES U S | $110.34万 | 0.03% | 20,681 | -340 | -1.6% | -$1.81万 | 减仓 |
| MTUM | ISHARES MSCI | $111.34万 | 0.03% | 4,639 | 3,217 | 226.2% | $77.21万 | 加仓 |
| — | INVESCO DORSEY | $111.69万 | 0.03% | 18,755 | -2,828 | -13.1% | -$16.84万 | 减仓 |
| LDUR | PIMCO ETF TR | $111.93万 | 0.03% | 11,682 | 139 | 1.2% | $1.33万 | 加仓 |
| ENPH | Enphase Energy Inc | $112.01万 | 0.03% | 29,625 | 29,625 | — | $112.01万 | 新建仓 |
| IDGT | ISHARES TR | $112.51万 | 0.03% | 11,505 | 1,243 | 12.1% | $12.16万 | 加仓 |
| — | EA SERIES TRUST | $112.74万 | 0.03% | 46,964 | 351 | 0.8% | $8,426 | 加仓 |
| BX | Blackstone Inc | $112.74万 | 0.03% | 9,804 | 509 | 5.5% | $5.85万 | 加仓 |
| CMCSA | Comcast Corp Cl A New | $112.82万 | 0.03% | 39,296 | 3,945 | 11.2% | $11.33万 | 加仓 |
| STIP | ISHARES 0-5 | $113.32万 | 0.03% | 10,956 | -457 | -4.0% | -$4.73万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $113.56万 | 0.03% | 3,455 | -526 | -13.2% | -$17.29万 | 减仓 |
| RING | ISHARES INC | $113.57万 | 0.03% | 14,379 | 1,594 | 12.5% | $12.59万 | 加仓 |
| ACN | Accenture Plc Ireland Cl A New | $113.71万 | 0.03% | 5,735 | 114 | 2.0% | $2.26万 | 加仓 |
| FRO | Frontline Plc | $113.86万 | 0.03% | 32,661 | 15,381 | 89.0% | $53.62万 | 加仓 |
| SHYG | ISHARES | $113.88万 | 0.03% | 26,916 | -390 | -1.4% | -$1.65万 | 减仓 |
| VOT | VANGUARD MID | $114.40万 | 0.03% | 4,445 | -6,374 | -58.9% | -$164.04万 | 减仓 |
| VAW | VANGUARD MATERIALS | $116.61万 | 0.03% | 5,175 | 1 | 0.0% | $225 | 加仓 |
| RYAN | Ryan Specialty Holdings Inc Cl A | $116.72万 | 0.03% | 34,593 | 2,679 | 8.4% | $9.04万 | 加仓 |
| ASHR | DBX ETF TR | $117.06万 | 0.03% | 35,864 | 35,864 | — | $117.06万 | 新建仓 |
| FTAI | FTAI AVIATION | $117.76万 | 0.03% | 4,806 | 2,204 | 84.7% | $54.00万 | 加仓 |
| EMB | ISHARES JPMORGAN | $118.69万 | 0.03% | 12,636 | 5,614 | 79.9% | $52.73万 | 加仓 |
| PWR | Quanta Services Inc | $119.99万 | 0.03% | 2,186 | 171 | 8.5% | $9.39万 | 加仓 |
| WMB | Williams Cos Inc Del | $120.01万 | 0.03% | 16,489 | 8,476 | 105.8% | $61.69万 | 加仓 |
| CAOS | EA SERIES TRUST | $120.43万 | 0.03% | 13,269 | -20,863 | -61.1% | -$189.35万 | 减仓 |
| KHC | Kraft Heinz Co | $120.43万 | 0.03% | 53,550 | 3,398 | 6.8% | $7.64万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $120.46万 | 0.03% | 34,776 | 34,776 | — | $120.46万 | 新建仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $120.51万 | 0.03% | 47,094 | 1,798 | 4.0% | $4.60万 | 加仓 |
| DON | WISDOMTREE U S | $120.60万 | 0.03% | 22,954 | 2,104 | 10.1% | $11.05万 | 加仓 |
| — | DIMENSIONAL US | $121.31万 | 0.03% | 19,425 | 4,714 | 32.0% | $29.44万 | 加仓 |
| GRID | FIRST TRUST | $121.50万 | 0.03% | 7,428 | -48 | -0.6% | -$7,851 | 减仓 |
| EDV | VANGUARD WORLD FD | $121.53万 | 0.03% | 18,711 | -1,791 | -8.7% | -$11.63万 | 减仓 |
| SNOW | Snowflake Inc Cl A | $122.19万 | 0.03% | 8,102 | 904 | 12.6% | $13.63万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $122.32万 | 0.03% | 50,744 | 14,800 | 41.2% | $35.68万 | 加仓 |
| BABA | Alibaba Group Holding LTD Spons Ads Repstg 8 Ord Shs | $122.85万 | 0.03% | 9,792 | -764 | -7.2% | -$9.58万 | 减仓 |
| WELL | Welltower Inc | $123.38万 | 0.03% | 6,240 | 1,816 | 41.0% | $35.91万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $124.69万 | 0.03% | 46,647 | -1,724 | -3.6% | -$4.61万 | 减仓 |
| SCHA | SCHWAB US | $124.77万 | 0.03% | 42,907 | -4,787 | -10.0% | -$13.92万 | 减仓 |
| FLOT | ISHARES FLOATING | $126.01万 | 0.03% | 24,733 | 14,234 | 135.6% | $72.52万 | 加仓 |
| ECL | Ecolab Inc | $127.06万 | 0.03% | 4,776 | -156 | -3.2% | -$4.15万 | 减仓 |
| — | EATON VANCE | $127.46万 | 0.03% | 156,005 | -9,234 | -5.6% | -$7.54万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $127.80万 | 0.03% | 40,483 | 24,532 | 153.8% | $77.45万 | 加仓 |
| DLR | Digital Realty Trust Inc | $128.94万 | 0.03% | 7,155 | -3,472 | -32.7% | -$62.57万 | 减仓 |
| HGER | HARBOR ETF TRUST | $129.24万 | 0.03% | 41,676 | 356 | 0.9% | $1.10万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $129.46万 | 0.03% | 58,481 | 19,280 | 49.2% | $42.68万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $129.57万 | 0.03% | 27,095 | 2,281 | 9.2% | $10.91万 | 加仓 |
| FPF | FIRST TRUST | $129.83万 | 0.03% | 73,643 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $129.98万 | 0.03% | 12,918 | -451 | -3.4% | -$4.54万 | 减仓 |
| RGLD | Royal Gold Inc | $131.29万 | 0.03% | 5,159 | 154 | 3.1% | $3.92万 | 加仓 |
| SHEL | Shell Plc Sponsored Adr Repstg Ord Shs | $131.36万 | 0.03% | 14,125 | 495 | 3.6% | $4.60万 | 加仓 |
| IWY | ISHARES RUSSELL | $132.30万 | 0.03% | 5,317 | -3,170 | -37.4% | -$78.88万 | 减仓 |
| — | GLOBAL X | $133.24万 | 0.03% | 67,020 | 6,496 | 10.7% | $12.91万 | 加仓 |
| VT | VANGUARD TOTAL | $134.98万 | 0.03% | 9,758 | -662 | -6.4% | -$9.16万 | 减仓 |
| SHOP | Shopify Inc Cl A | $135.06万 | 0.03% | 11,386 | 511 | 4.7% | $6.06万 | 加仓 |
| PEY | INVESCO HIGH | $136.09万 | 0.03% | 63,537 | -8,586 | -11.9% | -$18.39万 | 减仓 |
| ADP | Automatic Data Processing Inc | $136.24万 | 0.03% | 6,705 | 879 | 15.1% | $17.86万 | 加仓 |
| GLTR | ABERDEEN PHYSICAL | $136.55万 | 0.03% | 6,243 | -958 | -13.3% | -$20.95万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc Cl A | $136.58万 | 0.03% | 42,667 | -10,351 | -19.5% | -$33.13万 | 减仓 |
| KMB | Kimberly Clark Corp | $139.07万 | 0.03% | 14,416 | -318 | -2.2% | -$3.07万 | 减仓 |
| SPYD | SPDR PORTFOLIO | $139.34万 | 0.03% | 30,611 | -6,150 | -16.7% | -$27.99万 | 减仓 |
| QQQI | NEOS ETF TRUST | $140.27万 | 0.03% | 28,228 | 21,971 | 351.1% | $109.17万 | 加仓 |
| MBB | ISHARES MBS | $140.36万 | 0.03% | 14,782 | 3,579 | 31.9% | $33.98万 | 加仓 |
| AEE | AMEREN CORP | $140.96万 | 0.03% | 12,824 | 8,696 | 210.7% | $95.58万 | 加仓 |
| PWB | INVESCO LARGE | $141.55万 | 0.03% | 11,240 | -484 | -4.1% | -$6.10万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $141.74万 | 0.03% | 67,174 | 6,033 | 9.9% | $12.73万 | 加仓 |
| SRLN | SPDR BLACKSTONE | $142.13万 | 0.03% | 35,409 | -12,024 | -25.3% | -$48.26万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $142.16万 | 0.03% | 59,454 | 59,454 | — | $142.16万 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $142.29万 | 0.03% | 28,565 | 28,565 | — | $142.29万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $142.52万 | 0.03% | 85,802 | 8,833 | 11.5% | $14.67万 | 加仓 |
| MRVL | Marvell Technology Inc | $143.07万 | 0.03% | 14,444 | -934 | -6.1% | -$9.25万 | 减仓 |
| QYLD | GLOBAL X | $143.33万 | 0.03% | 83,574 | -3,925 | -4.5% | -$6.73万 | 减仓 |
| IJT | ISHARES S&P | $143.42万 | 0.03% | 9,911 | -228 | -2.2% | -$3.30万 | 减仓 |
| SCHV | SCHWAB US | $143.90万 | 0.03% | 47,180 | -206 | -0.4% | -$6,283 | 减仓 |
| ED | Consolidated Edison Inc | $143.99万 | 0.03% | 12,722 | 8,131 | 177.1% | $92.03万 | 加仓 |
| FDUS | FIDUS INVESTMENT | $144.33万 | 0.03% | 82,855 | 8,249 | 11.1% | $14.37万 | 加仓 |
| PXF | INVESCO EXCHANGE | $144.62万 | 0.03% | 20,689 | 152 | 0.7% | $1.06万 | 加仓 |
| TKO | TKO GROUP | $144.95万 | 0.03% | 7,188 | -983 | -12.0% | -$19.82万 | 减仓 |
| O | Realty Income Corp | $145.33万 | 0.03% | 23,754 | -233 | -1.0% | -$1.43万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $145.46万 | 0.03% | 14,438 | 14,438 | — | $145.46万 | 新建仓 |
| IYY | ISHARES U S | $145.87万 | 0.03% | 9,206 | -118 | -1.3% | -$1.87万 | 减仓 |
| LIN | Linde Plc New | $146.43万 | 0.03% | 2,954 | 68 | 2.4% | $3.37万 | 加仓 |
| PSLV | SPROTT PHYSICAL | $147.55万 | 0.03% | 60,498 | -23,202 | -27.7% | -$56.59万 | 减仓 |
| — | TWO ROADS | $147.74万 | 0.03% | 32,189 | -470 | -1.4% | -$2.16万 | 减仓 |
| IYE | ISHARES U S | $147.96万 | 0.03% | 22,843 | -149 | -0.6% | -$9,651 | 减仓 |
| FDX | Fedex Corp | $148.34万 | 0.03% | 4,165 | 124 | 3.1% | $4.42万 | 加仓 |
| LRN | Stride Inc | $148.95万 | 0.03% | 16,894 | 6,919 | 69.4% | $61.00万 | 加仓 |
| HTGC | HERCULES CAPITAL | $149.02万 | 0.03% | 100,895 | 14,012 | 16.1% | $20.70万 | 加仓 |
| MS | Morgan Stanley | $149.95万 | 0.03% | 9,111 | 236 | 2.7% | $3.88万 | 加仓 |
| BUG | GLOBAL X | $149.98万 | 0.03% | 59,728 | 35,470 | 146.2% | $89.07万 | 加仓 |
| CMI | Cummins Inc | $150.14万 | 0.03% | 2,791 | -747 | -21.1% | -$40.18万 | 减仓 |