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
LYB Lyondellbasell Industries N V Ord Shs Cl A $24.03万0.01%2,983 2,983— $24.03万 新建仓
HCA HCA HEALTHCARE INC $23.97万0.01%507 -162-24.2% -$7.66万 减仓
— TELIX PHARMACEUTICAL LTD $23.96万0.01%25,035 -250-1.0% -$2,393 减仓
ING Ing Groep N V Sponsored Adr $23.95万0.01%9,193 -382-4.0% -$9,951 减仓
BILS SPDR BLOOMBERG $23.89万0.01%2,402 -298-11.0% -$2.96万 减仓
A Agilent Technologies Inc $23.89万0.01%2,096 552.7% $6,269 加仓
— Coterra Energy Inc $23.89万0.01%6,798 6,798— $23.89万 新建仓
MGEE MGE ENERGY INC $23.87万0.01%3,088 00.0% — 不变
CCI Crown Castle Inc $23.82万0.01%2,930 682.4% $5,529 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $23.79万0.01%2,624 -88-3.2% -$7,979 减仓
TPC TUTOR PERINI CORP $23.79万0.01%3,082 -6,514-67.9% -$50.28万 减仓
TMDX Transmedics Group Inc $23.79万0.01%2,393 2,393— $23.79万 新建仓
PYPL Paypal Holdings Inc $23.65万0.01%5,229 -3,143-37.5% -$14.22万 减仓
CDL VICTORYSHARES US $23.65万0.01%3,173 00.0% — 不变
QQEW FIRST TR NAS100 EQ WEIGHTED $23.64万0.01%1,861 00.0% — 不变
NDAQ Nasdaq Inc $23.55万0.01%2,774 -478-14.7% -$4.06万 减仓
FTI Technipfmc Plc $23.48万0.01%3,396 3,396— $23.48万 新建仓
BBAI BIGBEAR AI HLDGS INC $23.47万0.01%66,682 66,682— $23.47万 新建仓
HRB Block H & R Inc $23.47万0.01%7,393 1,06916.9% $3.39万 加仓
MLM Martin Marietta Materials Inc $23.36万0.01%397 102.6% $5,885 加仓
PGX INVESCO PFD $23.30万0.01%21,419 -581-2.6% -$6,321 减仓
ESGE ISHARES ESG $23.17万0.01%5,096 5,096— $23.17万 新建仓
TEM TEMPUS AI $23.16万0.01%5,121 -203-3.8% -$9,180 减仓
CMS Cms Energy Corp $23.14万0.01%2,982 2,982— $23.14万 新建仓
JHMD JOHN HANCOCK $22.98万0.01%5,424 -670-11.0% -$2.84万 减仓
IGIC INTL GNRL INSURANCE HLDNGS L $22.89万0.01%9,450 00.0% — 不变
— SSGA ACTIVE ETF TR $22.87万0.01%6,825 570.8% $1,910 加仓
CSQ CALAMOS STRATEGIC $22.86万0.01%13,355 1,80415.6% $3.09万 加仓
IPAC ISHARES TR $22.83万0.01%2,984 1053.6% $8,034 加仓
BIV VANGUARD INTERMEDIATE $22.82万0.01%2,956 -161-5.2% -$1.24万 减仓
G Genpact LTD $22.76万0.01%6,111 6,111— $22.76万 新建仓
RBC Rbc Bearings Inc $22.70万0.01%418 418— $22.70万 新建仓
— Teva Pharmaceutical Inds LTD Adr $22.67万0.01%7,525 4866.9% $1.46万 加仓
AGGY WISDOMTREE YIELD $22.64万0.01%5,210 10.0% $43 加仓
SMDV PROSHARES RUSSELL $22.64万0.01%3,291 30.1% $206 加仓
FNY FIRST TRUST $22.58万0.01%2,496 -53,287-95.5% -$482.13万 减仓
ADM Archer Daniels Midland Company $22.51万0.01%3,097 -4,483-59.1% -$32.58万 减仓
— Zacks Trust $22.51万0.01%8,348 2773.4% $7,468 加仓
GSIE GOLDMAN SACHS $22.46万0.01%5,208 00.0% — 不变
BKLN INVESCO SENIOR $22.45万0.01%11,002 950.9% $1,939 加仓
GEO Geo Group Inc New $22.41万0.01%13,330 -1,040-7.2% -$1.75万 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $22.26万0.01%8,469 00.0% — 不变
NAD NUVEEN QUALITY $22.24万0.01%19,336 4,64331.6% $5.34万 加仓
DTE Dte Energy Co $22.19万0.01%1,518 1,518— $22.19万 新建仓
QTUM ETF SER SOLUTIONS $22.12万0.01%2,062 -1,255-37.8% -$13.47万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $22.11万0.01%3,023 3,023— $22.11万 新建仓
FYC FIRST TRUST $22.06万0.01%2,275 753.4% $7,274 加仓
— ISHARES TR $22.04万0.01%5,169 5,169— $22.04万 新建仓
COR CENCORA INC $22.02万0.01%701 -1-0.1% -$314 减仓
PJAN INNOVATOR ETFS TRUST $21.96万0.01%4,761 00.0% — 不变
BBEU JPMORGAN BUILDERS $21.91万0.01%3,027 3,027— $21.91万 新建仓
REGL PROSHARES S&P $21.88万0.01%2,533 -627-19.8% -$5.42万 减仓
TER Teradyne Inc $21.88万0.01%738 738— $21.88万 新建仓
AVDV AMEriCAN CENTY ETF TR $21.83万0.01%2,186 -37,562-94.5% -$375.11万 减仓
GQGU Advisors inncer circle fd III $21.76万0.01%8,086 8,086— $21.76万 新建仓
TFPM Triple Flag Precious Metals Corp $21.76万0.01%6,268 -1-0.0% -$35 减仓
RH Rh $21.74万0.01%1,555 18013.1% $2.52万 加仓
IDA Idacorp Inc $21.68万0.01%1,517 1,517— $21.68万 新建仓
JBTM JOHN BEAN TECHNOLOGIES CORP $21.61万0.01%1,690 -93-5.2% -$1.19万 减仓
PCY INVESCO EMERGING $21.61万0.01%10,339 -995-8.8% -$2.08万 减仓
TQQQ PROSHARES TR $21.59万0.01%5,181 1012.0% $4,210 加仓
TDG TRANSDIGM GROUP INC $21.56万0.01%186 42.2% $4,636 加仓
PWZ INVESCO EXCH TRADED FD TR II $21.55万0.01%9,030 9,030— $21.55万 新建仓
— Proshares TR $21.53万0.00%9,500 9,500— $21.53万 新建仓
NULV NUVEEN ESG $21.45万0.00%4,715 4,715— $21.45万 新建仓
FALN ISHARES FALLEN $21.32万0.00%7,979 -10,881-57.7% -$29.07万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $21.28万0.00%5,684 5,684— $21.28万 新建仓
VG VENTURE GLOBAL INC $21.23万0.00%13,468 -87-0.6% -$1,371 减仓
JSML JANUS DETROIT STR TR $21.21万0.00%3,029 -87-2.8% -$6,093 减仓
DFIC DIMENSIONAL ETF TRUST $21.09万0.00%5,936 5,936— $21.09万 新建仓
ZBRA Zebra Technologies Corp Cl A $21.05万0.00%1,007 -655-39.4% -$13.69万 减仓
FTSL FIRST TRUST $21.04万0.00%4,697 180.4% $806 加仓
ELV Elevance Health Inc $20.99万0.00%717 60.8% $1,757 加仓
RWK INVESCO EXCH TRADED FD TR II $20.97万0.00%1,635 1,635— $20.97万 新建仓
CHRW C H Robinson Worldwide In $20.96万0.00%1,262 1,262— $20.96万 新建仓
DINO Hf Sinclair Corp $20.96万0.00%3,359 -1,485-30.7% -$9.27万 减仓
AGNC Agnc Investment Corp $20.90万0.00%20,840 6223.1% $6,239 加仓
HPE Hewlett Packard Enterprise C $20.83万0.00%8,748 2553.0% $6,071 重新持有
AES AES CORP $20.82万0.00%14,778 3,05826.1% $4.31万 加仓
USIG ISHARES BROAD $20.79万0.00%4,059 -435-9.7% -$2.23万 减仓
QQQJ INVESCO NASDAQ $20.74万0.00%5,729 -86-1.5% -$3,114 减仓
ICE Intercontinental Exchange Inc $20.69万0.00%1,315 -60-4.4% -$9,440 减仓
OTIS Otis Worldwide Corp $20.69万0.00%2,684 -361-11.9% -$2.78万 减仓
PDO PIMCO DYNAMIC INCOME OPRNTS $20.66万0.00%15,982 15,982— $20.66万 新建仓
SMCI Super Micro Computer Inc $20.60万0.00%9,046 -249-2.7% -$5,670 减仓
TM TOYOTA MOTOR CORP $20.59万0.00%999 999— $20.59万 新建仓
FCG FIRST TRUST $20.56万0.00%6,487 6,487— $20.56万 新建仓
DFIV DIMENSIONAL ETF TRUST $20.51万0.00%3,885 3,885— $20.51万 新建仓
IBTG ISHARES TR $20.42万0.00%8,911 630.7% $1,444 重新持有
OTTR Otter Tail Corp $20.38万0.00%2,322 -297-11.3% -$2.61万 重新持有
NXPI Nxp Semiconductors N V $20.33万0.00%1,033 -37-3.5% -$7,283 减仓
JD Jd.com Inc Spon Adr Repstg Com Cl A $20.32万0.00%6,872 6,872— $20.32万 新建仓
INSW International Seaways Inc $20.22万0.00%2,774 2,774— $20.22万 新建仓
HLIT HARMONIC INC $20.19万0.00%22,482 22,482— $20.19万 新建仓
CNS Cohen & Steers Inc $20.18万0.00%3,226 -121-3.6% -$7,569 减仓
EIX Edison Intl $20.15万0.00%2,754 2,754— $20.15万 新建仓
— INVESCO MUNICIPAL $20.09万0.00%32,722 7,92231.9% $4.86万 加仓
UMAC UNUSUAL MACHS INC $20.08万0.00%16,190 16,190— $20.08万 新建仓
UGI UGI CORP NEW $20.07万0.00%5,512 -54-1.0% -$1,967 减仓
— WESTERN ASSET INTER MUNI FD $19.90万0.00%25,913 2,1128.9% $1.62万 加仓