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 |
|---|---|---|---|---|---|---|---|---|
| IRM | Iron Mountain Inc | $104.40万 | 0.02% | 8,266 | 1,398 | 20.4% | $17.66万 | 加仓 |
| XSOE | WISDOMTREE EMERGING | $104.97万 | 0.02% | 21,344 | -2,732 | -11.3% | -$13.44万 | 减仓 |
| VOE | VANGUARD MID | $105.08万 | 0.02% | 5,318 | -237 | -4.3% | -$4.68万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR | $106.13万 | 0.02% | 20,250 | 14,585 | 257.5% | $76.44万 | 加仓 |
| REM | ISHARES MORTGAGE | $106.44万 | 0.02% | 48,271 | -1,376 | -2.8% | -$3.03万 | 减仓 |
| EEM | ISHARES TR | $106.88万 | 0.02% | 15,623 | 1,625 | 11.6% | $11.12万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $107.13万 | 0.02% | 35,395 | -11,699 | -24.8% | -$35.41万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $107.68万 | 0.02% | 9,977 | 315 | 3.3% | $3.40万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $107.69万 | 0.02% | 52,723 | -14,451 | -21.5% | -$29.52万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $107.74万 | 0.02% | 30,952 | -16,228 | -34.4% | -$56.49万 | 减仓 |
| RAAX | VANECK ETF TRUST | $107.91万 | 0.02% | 27,201 | 3,472 | 14.6% | $13.77万 | 加仓 |
| HYD | VANECK HIGH | $107.96万 | 0.02% | 20,960 | 2,547 | 13.8% | $13.12万 | 加仓 |
| NOC | Northrop Grumman Corp | $108.47万 | 0.02% | 2,130 | -378 | -15.1% | -$19.25万 | 减仓 |
| WPC | WP CAREY INC | $108.83万 | 0.02% | 15,221 | -385 | -2.5% | -$2.75万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $109.45万 | 0.02% | 13,247 | 1,349 | 11.3% | $11.15万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $109.82万 | 0.02% | 114,750 | 46 | 0.0% | $440 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $109.98万 | 0.02% | 84,534 | -1,268 | -1.5% | -$1.65万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $109.99万 | 0.02% | 11,201 | 99 | 0.9% | $9,722 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $110.01万 | 0.02% | 65,877 | 3,916 | 6.3% | $6.54万 | 加仓 |
| LDUR | PIMCO ETF TR | $110.05万 | 0.02% | 11,510 | -172 | -1.5% | -$1.64万 | 减仓 |
| IEUR | ISHARES TR | $110.10万 | 0.02% | 14,646 | 254 | 1.8% | $1.91万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $110.48万 | 0.02% | 30,579 | -12,328 | -28.7% | -$44.54万 | 减仓 |
| — | RBB FD INC | $110.78万 | 0.02% | 24,506 | 24,506 | — | $110.78万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $111.37万 | 0.02% | 11,895 | -1,122 | -8.6% | -$10.51万 | 减仓 |
| NAD | NUVEEN QUALITY | $111.50万 | 0.02% | 92,000 | 72,664 | 375.8% | $88.07万 | 加仓 |
| STK | COLUMBIA SELIGMAN | $113.21万 | 0.02% | 21,015 | -1,168 | -5.3% | -$6.29万 | 减仓 |
| CAOS | EA SERIES TRUST | $113.63万 | 0.02% | 12,575 | -694 | -5.2% | -$6.27万 | 减仓 |
| ALL | Allstate Corp | $113.88万 | 0.02% | 4,786 | 162 | 3.5% | $3.85万 | 加仓 |
| SHEL | SHELL PLC | $113.97万 | 0.02% | 14,699 | 574 | 4.1% | $4.45万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $115.11万 | 0.02% | 44,580 | 44,580 | — | $115.11万 | 新建仓 |
| BX | BLACKSTONE INC | $115.36万 | 0.02% | 9,804 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $115.62万 | 0.02% | 583 | -790 | -57.5% | -$156.67万 | 减仓 |
| BOND | PIMCO ETF TR | $116.34万 | 0.02% | 12,616 | 4,339 | 52.4% | $40.01万 | 加仓 |
| SNDK | SANDISK CORP | $116.42万 | 0.02% | 512 | -104 | -16.9% | -$23.65万 | 减仓 |
| — | STRATEGY SHS | $116.50万 | 0.02% | 51,003 | 51,003 | — | $116.50万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $117.72万 | 0.03% | 5,868 | 703 | 13.6% | $14.10万 | 加仓 |
| — | ETF SER SOLUTIONS | $117.94万 | 0.03% | 31,712 | 31,712 | — | $117.94万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $118.39万 | 0.03% | 5,175 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $118.69万 | 0.03% | 13,396 | 2,477 | 22.7% | $21.95万 | 加仓 |
| DLR | Digital Realty Trust Inc | $119.18万 | 0.03% | 6,636 | -519 | -7.3% | -$9.32万 | 减仓 |
| UMBF | UMB FINL CORP | $119.61万 | 0.03% | 8,378 | -1 | -0.0% | -$143 | 减仓 |
| SHOP | SHOPIFY INC | $121.44万 | 0.03% | 10,636 | -750 | -6.6% | -$8.56万 | 减仓 |
| IYE | ISHARES TR | $121.59万 | 0.03% | 21,485 | -1,358 | -5.9% | -$7.69万 | 减仓 |
| MBB | ISHARES TR | $121.67万 | 0.03% | 12,872 | -1,910 | -12.9% | -$18.05万 | 减仓 |
| CEFS | EXCHANGE LISTED | $121.71万 | 0.03% | 47,468 | 168 | 0.4% | $4,307 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $121.92万 | 0.03% | 32,687 | -137 | -0.4% | -$5,110 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $122.44万 | 0.03% | 3,658 | -55 | -1.5% | -$1.84万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $122.80万 | 0.03% | 148,488 | -7,517 | -4.8% | -$6.22万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $123.02万 | 0.03% | 8,305 | 4,476 | 116.9% | $66.30万 | 加仓 |
| NUE | NUCOR CORP | $123.21万 | 0.03% | 5,531 | 72 | 1.3% | $1.60万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $123.41万 | 0.03% | 28,620 | 28,620 | — | $123.41万 | 新建仓 |
| — | TIDAL TRUST II | $123.83万 | 0.03% | 153,259 | -91,420 | -37.4% | -$73.87万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $123.95万 | 0.03% | 28,267 | -409 | -1.4% | -$1.79万 | 减仓 |
| NVO | Novo Nordisk As Adr | $124.87万 | 0.03% | 26,047 | 180 | 0.7% | $8,629 | 加仓 |
| DFUV | DIMENSIONAL US | $125.34万 | 0.03% | 22,784 | 1,750 | 8.3% | $9.63万 | 加仓 |
| DON | WISDOMTREE U S | $126.46万 | 0.03% | 22,375 | -579 | -2.5% | -$3.27万 | 减仓 |
| RYAN | Ryan Specialty Holdings Inc Cl A | $126.81万 | 0.03% | 33,582 | -1,011 | -2.9% | -$3.82万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $126.88万 | 0.03% | 31,492 | -3,917 | -11.1% | -$15.78万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $127.88万 | 0.03% | 30,296 | 5,897 | 24.2% | $24.89万 | 加仓 |
| SEPI | SCM TRUST | $128.82万 | 0.03% | 46,254 | 46,254 | — | $128.82万 | 新建仓 |
| — | TEMA ETF TRUST | $129.63万 | 0.03% | 20,618 | 20,618 | — | $129.63万 | 新建仓 |
| IJK | ISHARES S&P | $129.80万 | 0.03% | 11,047 | -1,871 | -14.5% | -$21.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $130.33万 | 0.03% | 32,453 | -14,797 | -31.3% | -$59.42万 | 减仓 |
| JPST | JPMORGAN | $130.40万 | 0.03% | 25,785 | 5,711 | 28.4% | $28.88万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $130.51万 | 0.03% | 58,643 | 162 | 0.3% | $3,605 | 加仓 |
| CVS | CVS HEALTH CORP | $130.63万 | 0.03% | 12,627 | -30 | -0.2% | -$3,104 | 减仓 |
| EVRG | EVERGY INC | $132.82万 | 0.03% | 15,368 | -3,339 | -17.8% | -$28.86万 | 减仓 |
| ARTY | ISHARES TR | $132.85万 | 0.03% | 17,444 | -515 | -2.9% | -$3.92万 | 减仓 |
| IUSB | ISHARES TR | $134.33万 | 0.03% | 29,106 | 7,830 | 36.8% | $36.14万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $134.38万 | 0.03% | 30,708 | -14,166 | -31.6% | -$61.99万 | 减仓 |
| FDX | FEDEX CORP | $134.95万 | 0.03% | 4,310 | 145 | 3.5% | $4.54万 | 加仓 |
| ECL | ECOLAB INC | $135.00万 | 0.03% | 4,845 | 69 | 1.4% | $1.92万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $135.10万 | 0.03% | 31,916 | 13,332 | 71.7% | $56.43万 | 加仓 |
| — | DIMENSIONAL US | $135.90万 | 0.03% | 19,442 | 17 | 0.1% | $1,188 | 加仓 |
| AEE | AMEREN CORP | $136.01万 | 0.03% | 12,032 | -792 | -6.2% | -$8.95万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $136.72万 | 0.03% | 12,358 | -364 | -2.9% | -$4.03万 | 减仓 |
| SUN | Sunoco LTD Partnership | $136.83万 | 0.03% | 20,271 | 9,094 | 81.4% | $61.38万 | 加仓 |
| TTD | Trade Desk Inc (the) Cl A | $136.90万 | 0.03% | 75,721 | -5,326 | -6.6% | -$9.63万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $138.19万 | 0.03% | 28,451 | -2,970 | -9.5% | -$14.43万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $139.27万 | 0.03% | 13,016 | -1,422 | -9.8% | -$15.22万 | 减仓 |
| — | CAPITAL-FORCE ETF TR | $139.45万 | 0.03% | 32,022 | 32,022 | — | $139.45万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & | $139.58万 | 0.03% | 76,819 | 3,176 | 4.3% | $5.77万 | 加仓 |
| GRID | FIRST TRUST | $140.71万 | 0.03% | 7,338 | -90 | -1.2% | -$1.73万 | 减仓 |
| LNG | Cheniere Energy Inc New | $140.80万 | 0.03% | 5,891 | 4,033 | 217.1% | $96.40万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $141.72万 | 0.03% | 2,219 | -551 | -19.9% | -$35.19万 | 减仓 |
| IWY | ISHARES RUSSELL | $143.95万 | 0.03% | 4,953 | -364 | -6.8% | -$10.58万 | 减仓 |
| O | Realty Income Corp | $144.63万 | 0.03% | 23,343 | -411 | -1.7% | -$2.55万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $144.82万 | 0.03% | 16,940 | -6,325 | -27.2% | -$54.07万 | 减仓 |
| ARKG | ARK GENOMIC | $145.15万 | 0.03% | 34,511 | -6,131 | -15.1% | -$25.79万 | 减仓 |
| CME | CME GROUP INC | $145.24万 | 0.03% | 6,577 | -201 | -3.0% | -$4.44万 | 减仓 |
| MOO | VANECK ETF TRUST | $146.16万 | 0.03% | 18,455 | -2,394 | -11.5% | -$18.96万 | 减仓 |
| CLOI | VANECK ETF TRUST | $146.96万 | 0.03% | 27,755 | -2,232 | -7.4% | -$11.82万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $147.15万 | 0.03% | 29,513 | 948 | 3.3% | $4.73万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $147.39万 | 0.03% | 6,581 | -124 | -1.8% | -$2.78万 | 减仓 |
| HGER | HARBOR ETF TRUST | $148.21万 | 0.03% | 50,516 | 8,840 | 21.2% | $25.94万 | 加仓 |
| LRN | Stride Inc | $148.38万 | 0.03% | 17,206 | 312 | 1.8% | $2.69万 | 加仓 |
| XBI | SPDR SERIES TRUST | $149.10万 | 0.03% | 9,421 | 918 | 10.8% | $14.53万 | 加仓 |
| IWV | ISHARES RUSSELL | $149.95万 | 0.03% | 3,517 | 923 | 35.6% | $39.35万 | 加仓 |
| COP | CONOCOPHILLIPS | $151.89万 | 0.03% | 14,610 | 1,600 | 12.3% | $16.63万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $152.15万 | 0.03% | 4,291 | 95 | 2.3% | $3.37万 | 加仓 |