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
MSOS ADVISORSHARES TR $40.75万0.01%114,782 47,62670.9% $16.91万 加仓
AMLP ALPS ALERIAN $40.61万0.01%7,715 -2,312-23.1% -$12.17万 减仓
PTY PIMCO CORPORATE & INCOME OPP $40.58万0.01%33,651 23,542232.9% $28.39万 重新持有
MUFG MITSUBISHI UFJ FINL GROUP IN $40.38万0.01%23,792 1,7467.9% $2.96万 加仓
TEL Te Connectivity LTD $40.33万0.01%1,929 57142.0% $11.94万 加仓
ATO Atmos Energy Corp $40.25万0.01%2,179 261.2% $4,803 加仓
ACT ENACT HLDGS INC $40.00万0.01%9,801 500.5% $2,041 加仓
IQDG WISDOMTREE INTL $39.92万0.01%9,944 3613.8% $1.45万 加仓
IJJ ISHARES S&P $39.64万0.01%2,992 -240-7.4% -$3.18万 减仓
B BARRICK MNG CORP $39.56万0.01%9,699 -493-4.8% -$2.01万 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $39.49万0.01%13,260 13,260— $39.49万 新建仓
MUNI PIMCO INTERMEDIATE $39.48万0.01%7,564 7,564— $39.48万 新建仓
DBMF LITMAN GREGORY FDS TR $39.44万0.01%13,080 4413.5% $1.33万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $39.35万0.01%14,450 3,41230.9% $9.29万 加仓
IBKR Interactive Brokers Group Inc Cl A $39.18万0.01%5,841 -87-1.5% -$5,835 减仓
SNDK SANDISK CORP $39.14万0.01%616 616— $39.14万 新建仓
BDX Becton Dickinson & Co $39.12万0.01%2,488 -234-8.6% -$3.68万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $39.11万0.01%10,138 4,73587.6% $18.27万 加仓
USTB VICTORYSHARES SHORT $39.06万0.01%7,722 -2,107-21.4% -$10.66万 减仓
CVI Cvr Energy Inc $39.01万0.01%11,594 1,12610.8% $3.79万 加仓
DVN Devon Energy Corp New $38.93万0.01%7,736 -12,778-62.3% -$64.30万 减仓
FBT FIRST TRUST $38.89万0.01%1,937 66452.2% $13.33万 加仓
SLB Schlumberger LTD $38.87万0.01%7,564 86813.0% $4.46万 加仓
— Aia Group LTD Spon Adr $38.79万0.01%8,710 2653.1% $1.18万 加仓
FSSL FS SPECIALTY LENDING FD $38.78万0.01%30,999 -992-3.1% -$1.24万 减仓
BN Brookfield Corp Vtg Shs Cl A $38.46万0.01%9,503 -179-1.8% -$7,244 减仓
NI NISOURCE INC $38.32万0.01%8,213 430.5% $2,006 加仓
AOM ISHARES CORE $37.63万0.01%7,944 00.0% — 不变
— GLOBAL CLOUD $37.63万0.01%19,296 5,57540.6% $10.87万 加仓
FCOM FIDELITY COVINGTON TRUST $37.58万0.01%5,517 -757-12.1% -$5.16万 减仓
APA Apa Corp $37.45万0.01%8,824 340.4% $1,443 加仓
— GLOBAL X $37.43万0.01%9,010 4895.7% $2.03万 加仓
FSLR First Solar Inc $37.36万0.01%1,894 1,894— $37.36万 新建仓
NBSD NEUBERGER BERMAN ETF TRUST $37.36万0.01%7,367 -1,179-13.8% -$5.98万 减仓
DTH WISDOMTREE INTL $36.96万0.01%6,833 -74-1.1% -$4,002 减仓
SMMV ISHARES MSCI $36.89万0.01%8,458 -33-0.4% -$1,439 减仓
SUB ISHARES TR $36.62万0.01%3,439 2236.9% $2.37万 加仓
DEO Diageo Plc New Spon Adr $36.56万0.01%4,911 -13,066-72.7% -$97.28万 减仓
ON On Semiconductor Corp $36.46万0.01%5,888 54810.3% $3.39万 加仓
SPGM SPDR MSCI $36.36万0.01%4,803 3999.1% $3.02万 加仓
JBBB JANUS DETROIT STR TR $36.23万0.01%7,774 -137-1.7% -$6,385 减仓
FLMI FRANKLIN TEMPLETON ETF TR $36.23万0.01%14,614 -26,154-64.2% -$64.84万 减仓
IXJ GLOB HLTHCRE ETF $36.05万0.01%3,854 -8,873-69.7% -$83.00万 减仓
FRDM EA SER $35.80万0.01%6,550 -916-12.3% -$5.01万 减仓
OKLO OKLO INC $35.63万0.01%7,185 1,44725.2% $7.18万 加仓
STZ Constellation Brands Inc Cl A $35.56万0.01%2,371 1175.2% $1.75万 加仓
PAUG INNOVATOR U S $35.38万0.01%8,283 1832.3% $7,818 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $35.27万0.01%11,961 11,961— $35.27万 新建仓
PPG Ppg Industries Inc $35.19万0.01%3,293 722.2% $7,694 加仓
SPTS SPDR PORTFOLIO $35.14万0.01%12,043 -25,025-67.5% -$73.02万 减仓
NCLH Norwegian Cruise Line Holdings LTD $35.11万0.01%18,778 1,3747.9% $2.57万 加仓
REMX VANECK RARE $35.05万0.01%3,983 -1,779-30.9% -$15.65万 减仓
IGV EXPANDED TECH $35.04万0.01%4,377 -6,556-60.0% -$52.48万 减仓
COHR Coherent Corp $35.01万0.01%1,470 -7,911-84.3% -$188.43万 减仓
VNOM VIPER ENERGY $34.94万0.01%7,436 4816.9% $2.26万 加仓
— FIRST TRUST $34.94万0.01%5,483 -344-5.9% -$2.19万 减仓
USA LIBERTY ALL-STAR $34.91万0.01%62,892 4,3047.3% $2.39万 加仓
VTRS Viatris Inc $34.88万0.01%25,819 25,819— $34.88万 新建仓
— PACER FDS TR $34.77万0.01%6,432 4437.4% $2.39万 重新持有
RSPH INVESCO S&P $34.67万0.01%11,482 -234-2.0% -$7,065 减仓
VNQ VANGUARD REAL $34.66万0.01%3,907 -463-10.6% -$4.11万 减仓
— Dupont De Nemours Inc $34.57万0.01%7,548 4,094118.5% $18.75万 重新持有
JPC NUVEEN PFD & INCOME OPPORTUN $34.57万0.01%45,844 13,69842.6% $10.33万 加仓
HBAN Huntington Bancshres Inc $34.41万0.01%21,986 2,14410.8% $3.36万 加仓
— DIMENSIONAL US $33.91万0.01%9,226 9,226— $33.91万 新建仓
DHI D R Horton Inc $33.80万0.01%2,463 34016.0% $4.67万 加仓
SKWD SKYWARD SPECIALTY $33.79万0.01%7,736 3935.4% $1.72万 加仓
NVR Nvr Inc $33.61万0.01%51 -1-1.9% -$6,590 减仓
BKCH GLOBAL X FDS $33.57万0.01%6,012 6,012— $33.57万 新建仓
SMMD ISHARES RUSSELL $33.56万0.01%4,396 1,48451.0% $11.33万 加仓
ORLY O Reilly Automotive Inc New $33.43万0.01%3,622 52917.1% $4.88万 加仓
CLS Celestica Inc $33.38万0.01%1,185 -142-10.7% -$4.00万 减仓
PIE INVESCO DORSEY $33.29万0.01%12,788 -6,557-33.9% -$17.07万 减仓
UFOX ETF SER SOLUTIONS $33.22万0.01%4,872 -1,035-17.5% -$7.06万 减仓
FXN FIRST TRUST $33.20万0.01%14,780 -143-1.0% -$3,212 减仓
LUV Southwest Airlines Co $33.19万0.01%8,833 -1,396-13.6% -$5.24万 减仓
FYX FIRST TR EXCHANGE-TRADED FD $33.12万0.01%2,775 26110.4% $3.12万 加仓
SDVD FIRST TR EXCH TRADED FD III $33.10万0.01%15,251 15,251— $33.10万 新建仓
BSX Boston Scientific Corp $33.08万0.01%5,272 1,16128.2% $7.29万 加仓
ACI ALBERTSONS COS INC $33.07万0.01%19,405 -9,675-33.3% -$16.49万 减仓
JHML JOHN HANCOCK $32.65万0.01%4,172 -1,130-21.3% -$8.84万 减仓
LAMR Lamar Advertising Company New Cl A $32.56万0.01%2,570 -101-3.8% -$1.28万 减仓
NSRGY Nestle S A Spon Adr Repstg Reg Shs $32.45万0.01%3,274 43815.4% $4.34万 加仓
TRFK PACER FDS TR $32.35万0.01%5,197 -535-9.3% -$3.33万 减仓
GPC Genuine Parts Co $32.16万0.01%3,042 -1,602-34.5% -$16.94万 减仓
IVOV VANGUARD S&P $31.97万0.01%3,136 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $31.78万0.01%5,691 5,691— $31.78万 新建仓
GIS General Mills Inc $31.69万0.01%8,515 2,11032.9% $7.85万 加仓
DRI Darden Restaurants Inc $31.69万0.01%1,617 -32-1.9% -$6,271 减仓
BSMQ INVESCO BULLETSHARES $31.41万0.01%13,296 00.0% — 不变
VRSN Verisign Inc $31.40万0.01%1,264 -39-3.0% -$9,688 减仓
NWG NATWEST GROUP PLC $31.38万0.01%21,063 1,1295.7% $1.68万 加仓
APO Apollo Global Management Inc New $31.23万0.01%2,803 60127.3% $6.70万 加仓
UNG UNITED STS NAT GAS FD LP $31.23万0.01%26,625 26,625— $31.23万 新建仓
TPHD TIMOTHY PLAN $31.14万0.01%7,529 7,529— $31.14万 新建仓
ILF ISHARES TR $30.92万0.01%8,704 2032.4% $7,211 加仓
AGIX KRANESHARES TRUST $30.90万0.01%9,428 9,428— $30.90万 新建仓
BBN BLACKROCK TXBL $30.87万0.01%19,091 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $30.78万0.01%3,636 3,636— $30.78万 新建仓
IYM ISHARES U S $30.55万0.01%1,736 1,736— $30.55万 新建仓