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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD SHORT | $831.08万 | 0.19% | 105,992 | 560 | 0.5% | $4.39万 | 加仓 |
| BA | Boeing Company | $830.54万 | 0.19% | 41,729 | 4,817 | 13.0% | $95.87万 | 加仓 |
| NFLX | Netflix Inc | $828.20万 | 0.19% | 86,136 | 13,937 | 19.3% | $134.00万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $828.01万 | 0.19% | 73,857 | 377 | 0.5% | $4.23万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $822.95万 | 0.19% | 391,229 | 22,088 | 6.0% | $46.46万 | 加仓 |
| — | WISDOMTREE MORTGAGE | $821.66万 | 0.19% | 185,887 | 1,594 | 0.9% | $7.05万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $810.05万 | 0.19% | 159,020 | 4,244 | 2.7% | $21.62万 | 加仓 |
| SPMD | SPDR PORTFOLIO | $794.38万 | 0.18% | 134,141 | 7,008 | 5.5% | $41.50万 | 加仓 |
| IEFA | ISHARES CORE | $784.40万 | 0.18% | 86,645 | 8,397 | 10.7% | $76.02万 | 加仓 |
| XLC | SELECT SECTOR | $779.44万 | 0.18% | 70,308 | -24,452 | -25.8% | -$271.08万 | 减仓 |
| SPEM | SPDR PORTFOLIO | $778.53万 | 0.18% | 165,962 | 38,272 | 30.0% | $179.53万 | 加仓 |
| IBM | Intl Business Machines Corp | $760.75万 | 0.18% | 31,385 | 13,863 | 79.1% | $336.03万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $759.24万 | 0.18% | 362,234 | 124,049 | 52.1% | $260.01万 | 加仓 |
| LFUS | LITTELFUSE INC | $758.28万 | 0.18% | 22,345 | 22,345 | — | $758.28万 | 新建仓 |
| PM | Philip Morris Intl Inc | $753.58万 | 0.17% | 45,578 | 55 | 0.1% | $9,094 | 加仓 |
| USMV | ISHARES MSCI | $753.35万 | 0.17% | 81,233 | -10,752 | -11.7% | -$99.71万 | 减仓 |
| FTA | FIRST TRUST | $742.58万 | 0.17% | 80,410 | -7,696 | -8.7% | -$71.07万 | 减仓 |
| MRK | Merck & Company Inc New | $730.40万 | 0.17% | 60,720 | 1,086 | 1.8% | $13.06万 | 加仓 |
| CAT | Caterpillar Inc | $726.06万 | 0.17% | 10,248 | 749 | 7.9% | $53.07万 | 加仓 |
| VEA | VANGUARD FTSE | $725.61万 | 0.17% | 113,234 | 9,269 | 8.9% | $59.40万 | 加仓 |
| SDVY | FIRST TRUST | $723.33万 | 0.17% | 183,447 | -22,476 | -10.9% | -$88.62万 | 减仓 |
| VYM | VANGUARD HIGH | $720.00万 | 0.17% | 48,615 | 9,088 | 23.0% | $134.59万 | 加仓 |
| XMHQ | INVESCO S&P | $719.48万 | 0.17% | 69,603 | -2,382 | -3.3% | -$24.62万 | 减仓 |
| XLRE | SELECT SECTOR | $716.86万 | 0.17% | 175,572 | 66,520 | 61.0% | $271.60万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $705.53万 | 0.16% | 161,597 | -20,532 | -11.3% | -$89.64万 | 减仓 |
| MU | Micron Technology Inc | $702.40万 | 0.16% | 20,791 | 1,759 | 9.2% | $59.43万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $699.09万 | 0.16% | 34,365 | 3,420 | 11.1% | $69.57万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $695.29万 | 0.16% | 129,307 | 62,871 | 94.6% | $338.06万 | 加仓 |
| KO | Coca-cola Company | $693.79万 | 0.16% | 91,228 | 15,139 | 19.9% | $115.13万 | 加仓 |
| JEPQ | JP MORGAN | $691.32万 | 0.16% | 124,517 | 79,339 | 175.6% | $440.49万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $691.31万 | 0.16% | 69,000 | 69,000 | — | $691.31万 | 新建仓 |
| VIG | VANGUARD DIVIDEND | $672.29万 | 0.16% | 31,261 | 350 | 1.1% | $7.53万 | 加仓 |
| GTO | INVESCO TOTAL | $670.21万 | 0.16% | 143,115 | 5,801 | 4.2% | $27.17万 | 加仓 |
| ICVT | ISHARES TR | $664.94万 | 0.15% | 65,325 | 4,078 | 6.7% | $41.51万 | 加仓 |
| ZROZ | PIMCO 25 | $663.90万 | 0.15% | 103,719 | 5,293 | 5.4% | $33.88万 | 加仓 |
| CSCO | Cisco Systems Inc | $660.48万 | 0.15% | 85,125 | 10,095 | 13.5% | $78.33万 | 加仓 |
| TLTW | ISHARES TR | $654.27万 | 0.15% | 289,245 | 10,898 | 3.9% | $24.65万 | 加仓 |
| XLP | SECTOR CONSUMER | $653.06万 | 0.15% | 79,661 | -9,225 | -10.4% | -$75.63万 | 减仓 |
| DGRW | WISDOMTREE TRUST | $646.02万 | 0.15% | 73,545 | -30,159 | -29.1% | -$264.92万 | 减仓 |
| BAC | Bank of America Corp | $641.16万 | 0.15% | 131,519 | 2,738 | 2.1% | $13.35万 | 加仓 |
| SLV | ISHARES SILVER | $623.82万 | 0.14% | 91,549 | -92,101 | -50.2% | -$627.58万 | 减仓 |
| IBIT | ISHARES BITCOIN | $623.18万 | 0.14% | 162,202 | 6,141 | 3.9% | $23.59万 | 加仓 |
| IDEV | ISHARES CORE | $621.25万 | 0.14% | 74,339 | 54,747 | 279.4% | $457.52万 | 加仓 |
| JEPI | JPMORGAN | $620.07万 | 0.14% | 109,399 | 74,621 | 214.6% | $422.95万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $618.76万 | 0.14% | 276,974 | 11,946 | 4.5% | $26.69万 | 加仓 |
| RTX | Raytheon Technologies Corp | $618.26万 | 0.14% | 32,051 | 5,837 | 22.3% | $112.59万 | 加仓 |
| XETYX | EATON VANCE | $614.21万 | 0.14% | 445,405 | 30,383 | 7.3% | $41.90万 | 加仓 |
| IEF | ISHARES 7-10YR | $609.70万 | 0.14% | 63,883 | -5,817 | -8.3% | -$55.52万 | 减仓 |
| PEP | Pepsico Inc | $608.43万 | 0.14% | 39,180 | 5,332 | 15.8% | $82.80万 | 加仓 |
| AIRR | FIRST TRUST | $607.14万 | 0.14% | 54,806 | -99,580 | -64.5% | -$1,103.14万 | 减仓 |
| XAR | SPDR S&P | $605.94万 | 0.14% | 23,858 | -360 | -1.5% | -$9.14万 | 减仓 |
| VZ | Verizon Communications Inc | $604.34万 | 0.14% | 120,387 | 40,018 | 49.8% | $200.89万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $604.26万 | 0.14% | 274,416 | 75,357 | 37.9% | $165.94万 | 加仓 |
| FVD | FIRST TRUST | $598.59万 | 0.14% | 127,278 | -4,617 | -3.5% | -$21.71万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $595.41万 | 0.14% | 130,515 | -41,203 | -24.0% | -$187.97万 | 减仓 |
| ORCL | Oracle Corp | $590.51万 | 0.14% | 40,141 | 13,125 | 48.6% | $193.08万 | 加仓 |
| SCHD | SCHWAB US | $587.69万 | 0.14% | 191,555 | -9,886 | -4.9% | -$30.33万 | 减仓 |
| IWD | ISHARES RUSSELL | $584.60万 | 0.14% | 27,360 | 964 | 3.7% | $20.60万 | 加仓 |
| T | At&t Inc | $582.20万 | 0.14% | 200,829 | 59,832 | 42.4% | $173.45万 | 加仓 |
| C | Citigroup Inc New | $580.64万 | 0.13% | 51,198 | 14,304 | 38.8% | $162.22万 | 加仓 |
| LMT | Lockheed Martin Corp | $574.89万 | 0.13% | 9,512 | 1,836 | 23.9% | $110.96万 | 加仓 |
| WWD | Woodward Inc | $571.78万 | 0.13% | 15,975 | 0 | 0.0% | — | 不变 |
| SBND | COLUMBIA ETF TR I | $570.56万 | 0.13% | 303,734 | 303,734 | — | $570.56万 | 新建仓 |
| DGRO | ISHARES CORE | $569.19万 | 0.13% | 81,104 | 8,676 | 12.0% | $60.89万 | 加仓 |
| FLIN | FRANKLIN FTSE | $568.96万 | 0.13% | 171,269 | 82,269 | 92.4% | $273.30万 | 加仓 |
| HYFI | AB ACTIVE ETFS INCE | $564.29万 | 0.13% | 151,731 | 7,962 | 5.5% | $29.61万 | 加仓 |
| SLYV | SPDR SERIES | $560.02万 | 0.13% | 59,211 | -2,331 | -3.8% | -$22.05万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR | $553.12万 | 0.13% | 57,931 | 331 | 0.6% | $3.16万 | 加仓 |
| IVW | ISHARES S&P | $552.58万 | 0.13% | 48,853 | 6,633 | 15.7% | $75.03万 | 加仓 |
| ISPY | PROSHARES TR | $552.42万 | 0.13% | 127,432 | 127,432 | — | $552.42万 | 新建仓 |
| AVDE | AVANTIS INTL | $552.19万 | 0.13% | 65,086 | 14,127 | 27.7% | $119.85万 | 加仓 |
| NEE | Nextera Energy Inc | $549.14万 | 0.13% | 59,124 | 691 | 1.2% | $6.42万 | 加仓 |
| OEF | ISHARES S&P | $541.58万 | 0.13% | 17,027 | -950 | -5.3% | -$30.22万 | 减仓 |
| SPTM | SPDR PORTFOLIO | $538.75万 | 0.12% | 68,145 | 372 | 0.5% | $2.94万 | 加仓 |
| GS | Goldman Sachs Group Inc | $538.68万 | 0.12% | 6,367 | -1,539 | -19.5% | -$130.21万 | 减仓 |
| IQQQ | PROSHARES TR | $536.47万 | 0.12% | 128,675 | 128,675 | — | $536.47万 | 新建仓 |
| PSX | Phillips 66 | $534.12万 | 0.12% | 29,318 | 13,992 | 91.3% | $254.91万 | 加仓 |
| CTAS | Cintas Corp | $527.14万 | 0.12% | 31,166 | -77 | -0.2% | -$1.30万 | 减仓 |
| VGT | VANGUARD INFORMATION | $524.81万 | 0.12% | 7,522 | -522 | -6.5% | -$36.42万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $523.97万 | 0.12% | 13,421 | 1,220 | 10.0% | $47.63万 | 加仓 |
| HDV | ISHARES CORE | $522.46万 | 0.12% | 38,496 | 6,802 | 21.5% | $92.32万 | 加仓 |
| MO | Altria Group Inc | $516.22万 | 0.12% | 78,227 | 10,607 | 15.7% | $70.00万 | 加仓 |
| IQLT | ISHARES MSCI | $516.12万 | 0.12% | 111,641 | -130,610 | -53.9% | -$603.81万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $514.74万 | 0.12% | 121,002 | 18,200 | 17.7% | $77.42万 | 加仓 |
| MNA | INDEXIQ MERGER | $514.32万 | 0.12% | 141,492 | -2,658 | -1.8% | -$9.66万 | 减仓 |
| EMXC | ISHARES MSCI | $513.95万 | 0.12% | 65,339 | -409 | -0.6% | -$3.22万 | 减仓 |
| DBEF | X TRACKERS | $512.96万 | 0.12% | 103,839 | 17,834 | 20.7% | $88.10万 | 加仓 |
| SCHG | SCHWAB US | $510.01万 | 0.12% | 175,080 | -60,343 | -25.6% | -$175.78万 | 减仓 |
| MA | Mastercard Inc Cl A | $507.30万 | 0.12% | 10,153 | -139 | -1.4% | -$6.95万 | 减仓 |
| TMFC | RBB FD | $503.23万 | 0.12% | 76,282 | -2,735 | -3.5% | -$18.04万 | 减仓 |
| SO | Southern Company | $503.05万 | 0.12% | 52,118 | 25,440 | 95.4% | $245.55万 | 加仓 |
| FXL | FIRST TRUST | $498.60万 | 0.12% | 31,384 | -100 | -0.3% | -$1.59万 | 减仓 |
| GGN | GAMCO GLOBAL | $492.97万 | 0.11% | 926,634 | 926,634 | — | $492.97万 | 新建仓 |
| TAFI | AB ACTIVE ETFS INC | $487.91万 | 0.11% | 193,769 | 161,672 | 503.7% | $407.09万 | 加仓 |
| FDL | FIRST TRUST | $482.14万 | 0.11% | 94,909 | -769 | -0.8% | -$3.91万 | 减仓 |
| FTCS | FIRST TRUST | $479.60万 | 0.11% | 51,703 | -3,781 | -6.8% | -$35.07万 | 减仓 |
| AMGN | Amgen Inc | $477.16万 | 0.11% | 13,562 | 323 | 2.4% | $11.36万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $473.92万 | 0.11% | 56,072 | 19,225 | 52.2% | $162.49万 | 加仓 |
| LRCX | Lam Research Corp | $457.70万 | 0.11% | 21,422 | -885 | -4.0% | -$18.91万 | 减仓 |
| AXP | American Express Co | $454.19万 | 0.11% | 15,016 | 2,280 | 17.9% | $68.96万 | 加仓 |