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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $926.06万 | 0.20% | 137,072 | 2,931 | 2.2% | $19.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $899.36万 | 0.19% | 77,086 | 17,158 | 28.6% | $200.18万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $893.23万 | 0.19% | 145,334 | 20,817 | 16.7% | $127.94万 | 加仓 |
| MCD | MCDONALDS CORP | $886.20万 | 0.19% | 32,784 | 1,547 | 5.0% | $41.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $881.63万 | 0.19% | 25,853 | -1,976 | -7.1% | -$67.39万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $880.95万 | 0.19% | 194,300 | -81,782 | -29.6% | -$370.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $874.56万 | 0.19% | 11,460 | -1,961 | -14.6% | -$149.65万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $866.94万 | 0.18% | 388,937 | 111,963 | 40.4% | $249.57万 | 加仓 |
| XAR | SPDR SERIES TRUST | $842.91万 | 0.18% | 29,702 | 5,844 | 24.5% | $165.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $834.35万 | 0.18% | 117,102 | 3,868 | 3.4% | $27.56万 | 加仓 |
| — | WISDOMTREE MORTGAGE | $834.05万 | 0.18% | 188,851 | 2,964 | 1.6% | $13.09万 | 加仓 |
| IEFA | ISHARES TR | $833.72万 | 0.18% | 86,324 | -321 | -0.4% | -$3.10万 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $832.15万 | 0.18% | 259,642 | 250,042 | 2,604.6% | $801.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $831.32万 | 0.18% | 19,185 | -2,237 | -10.4% | -$96.93万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $824.60万 | 0.18% | 105,840 | -152 | -0.1% | -$1.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $820.50万 | 0.17% | 49,500 | -14,449 | -22.6% | -$239.50万 | 减仓 |
| — | EXXON MOBIL CORP | $803.37万 | 0.17% | 58,761 | -18,305 | -23.8% | -$250.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $800.61万 | 0.17% | 11,073 | -167 | -1.5% | -$12.07万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $800.35万 | 0.17% | 170,759 | 27,644 | 19.3% | $129.57万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $798.43万 | 0.17% | 157,002 | -2,018 | -1.3% | -$10.26万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $798.21万 | 0.17% | 149,198 | 19,891 | 15.4% | $106.42万 | 加仓 |
| FTA | FIRST TRUST | $783.01万 | 0.17% | 80,891 | 481 | 0.6% | $4.66万 | 加仓 |
| XMHQ | INVESCO S&P | $774.20万 | 0.16% | 68,586 | -1,017 | -1.5% | -$11.48万 | 减仓 |
| KO | COCA COLA CO | $760.71万 | 0.16% | 93,602 | 2,374 | 2.6% | $19.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $759.18万 | 0.16% | 133,236 | 1,717 | 1.3% | $9.78万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $754.94万 | 0.16% | 361,995 | -239 | -0.1% | -$4,984 | 减仓 |
| AGG | ISHARES TR | $743.46万 | 0.16% | 75,112 | -48,712 | -39.3% | -$482.15万 | 减仓 |
| TOPT | ISHARES TR | $739.79万 | 0.16% | 224,723 | 126,037 | 127.7% | $414.91万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $738.40万 | 0.16% | 171,163 | -12,284 | -6.7% | -$52.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $737.31万 | 0.16% | 31,160 | -101 | -0.3% | -$2.39万 | 减仓 |
| MRK | MERCK & CO INC | $735.86万 | 0.16% | 57,265 | -3,455 | -5.7% | -$44.40万 | 减仓 |
| DBEF | DBX ETF TR | $735.53万 | 0.16% | 134,639 | 30,800 | 29.7% | $168.26万 | 加仓 |
| VGT | VANGUARD WORLD FD | $735.04万 | 0.16% | 61,499 | 1,323 | 2.2% | $15.81万 | 加仓 |
| AIRR | FIRST TRUST | $729.39万 | 0.16% | 54,738 | -68 | -0.1% | -$9,061 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $723.11万 | 0.15% | 139,650 | -26,312 | -15.9% | -$136.24万 | 减仓 |
| C | CITIGROUP INC | $722.01万 | 0.15% | 51,587 | 389 | 0.8% | $5.44万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $710.14万 | 0.15% | 163,247 | 1,650 | 1.0% | $7.18万 | 加仓 |
| BA | BOEING CO | $704.80万 | 0.15% | 32,559 | -9,170 | -22.0% | -$198.50万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $699.78万 | 0.15% | 481,281 | 35,876 | 8.1% | $52.16万 | 加仓 |
| DGRW | WISDOMTREE TRUST | $692.58万 | 0.15% | 72,431 | -1,114 | -1.5% | -$10.65万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $690.01万 | 0.15% | 217,600 | 26,045 | 13.6% | $82.59万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $687.05万 | 0.15% | 64,132 | -6,176 | -8.8% | -$66.16万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $680.64万 | 0.14% | 31,334 | -50 | -0.2% | -$1.09万 | 减仓 |
| RTX | RTX CORPORATION | $675.78万 | 0.14% | 35,618 | 3,567 | 11.1% | $67.68万 | 加仓 |
| ZROZ | PIMCO 25 | $674.15万 | 0.14% | 105,172 | 1,453 | 1.4% | $9.31万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR | $673.24万 | 0.14% | 57,532 | -399 | -0.7% | -$4.67万 | 减仓 |
| WWD | WOODWARD INC | $670.79万 | 0.14% | 15,767 | -208 | -1.3% | -$8.85万 | 减仓 |
| TLTW | ISHARES TR | $665.05万 | 0.14% | 297,695 | 8,450 | 2.9% | $18.88万 | 加仓 |
| IVW | ISHARES TR | $664.51万 | 0.14% | 48,317 | -536 | -1.1% | -$7.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $663.68万 | 0.14% | 13,027 | 3,515 | 37.0% | $179.08万 | 加仓 |
| DGRO | ISHARES TR | $660.65万 | 0.14% | 87,169 | 6,065 | 7.5% | $45.97万 | 加仓 |
| IWD | ISHARES TR | $660.49万 | 0.14% | 27,244 | -116 | -0.4% | -$2.81万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $657.06万 | 0.14% | 79,097 | -564 | -0.7% | -$4.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $653.68万 | 0.14% | 6,463 | 96 | 1.5% | $9.71万 | 加仓 |
| EMXC | ISHARES INC | $651.38万 | 0.14% | 63,673 | -1,666 | -2.5% | -$17.04万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $646.88万 | 0.14% | 59,287 | 76 | 0.1% | $8,292 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $644.73万 | 0.14% | 72,279 | 7,193 | 11.1% | $64.16万 | 加仓 |
| IDEV | ISHARES TR | $639.76万 | 0.14% | 71,875 | -2,464 | -3.3% | -$21.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $636.50万 | 0.14% | 84,294 | -44,750 | -34.7% | -$337.91万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $635.71万 | 0.14% | 129,000 | 7,998 | 6.6% | $39.41万 | 加仓 |
| FLIN | FRANKLIN FTSE | $625.64万 | 0.13% | 175,888 | 4,619 | 2.7% | $16.43万 | 加仓 |
| NFLX | NETFLIX INC. | $621.44万 | 0.13% | 87,037 | 901 | 1.0% | $6.43万 | 加仓 |
| INTC | INTEL CORP | $617.62万 | 0.13% | 44,233 | -19,698 | -30.8% | -$275.04万 | 减仓 |
| HYG | ISHARES IBOXX | $610.70万 | 0.13% | 76,365 | 34,050 | 80.5% | $272.30万 | 加仓 |
| SPTM | SPDR PORTFOLIO | $609.91万 | 0.13% | 67,178 | -967 | -1.4% | -$8.78万 | 减仓 |
| TMFC | RBB FD | $608.84万 | 0.13% | 79,942 | 3,660 | 4.8% | $27.87万 | 加仓 |
| ORCL | ORACLE CORP | $605.53万 | 0.13% | 41,319 | 1,178 | 2.9% | $17.26万 | 加仓 |
| DAL | DELTA AIR LINES INC | $601.79万 | 0.13% | 64,252 | -804 | -1.2% | -$7.53万 | 减仓 |
| USMV | ISHARES TR | $600.80万 | 0.13% | 62,285 | -18,948 | -23.3% | -$182.77万 | 减仓 |
| FVD | FIRST TRUST | $598.14万 | 0.13% | 124,147 | -3,131 | -2.5% | -$15.09万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $596.33万 | 0.13% | 3,058,099 | 3,058,099 | — | $596.33万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $586.76万 | 0.12% | 255,611 | -104,854 | -29.1% | -$240.69万 | 减仓 |
| HDV | ISHARES CORE | $580.43万 | 0.12% | 211,757 | 19,277 | 10.0% | $52.84万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $578.37万 | 0.12% | 273,721 | -117,508 | -30.0% | -$248.29万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $577.06万 | 0.12% | 149,575 | 58,524 | 64.3% | $225.78万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $576.44万 | 0.12% | 306,698 | 2,964 | 1.0% | $5.57万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $572.91万 | 0.12% | 31,669 | -13,909 | -30.5% | -$251.62万 | 减仓 |
| ITOT | ISHARES TR | $565.05万 | 0.12% | 34,397 | 3,327 | 10.7% | $54.65万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $564.38万 | 0.12% | 169,533 | 7,331 | 4.5% | $24.40万 | 加仓 |
| HYFI | AB ACTIVE ETFS INCE | $560.52万 | 0.12% | 150,112 | -1,619 | -1.1% | -$6.05万 | 减仓 |
| GE | GE AEROSPACE | $554.24万 | 0.12% | 14,830 | -328 | -2.2% | -$12.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $551.02万 | 0.12% | 103,750 | -86,272 | -45.4% | -$458.19万 | 减仓 |
| IQLT | ISHARES MSCI | $550.90万 | 0.12% | 111,181 | -460 | -0.4% | -$2.28万 | 减仓 |
| GEV | GE VERNOVA INC | $549.29万 | 0.12% | 4,676 | 523 | 12.6% | $61.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $549.04万 | 0.12% | 76,309 | -1,918 | -2.5% | -$13.80万 | 减仓 |
| VTEB | VANGUARD MUNICIPAL | $542.79万 | 0.12% | 107,313 | 50,002 | 87.2% | $252.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $539.79万 | 0.11% | 10,510 | 357 | 3.5% | $18.34万 | 加仓 |
| IQQQ | PROSHARES TR | $536.10万 | 0.11% | 105,529 | -23,146 | -18.0% | -$117.58万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $534.11万 | 0.11% | 129,954 | 32,509 | 33.4% | $133.61万 | 加仓 |
| WINN | HARBOR ETF TRUST | $528.87万 | 0.11% | 162,879 | 15,149 | 10.3% | $49.19万 | 加仓 |
| MNA | INDEXIQ MERGER | $527.47万 | 0.11% | 144,592 | 3,100 | 2.2% | $11.31万 | 加仓 |
| DE | DEERE & CO | $525.85万 | 0.11% | 8,290 | 412 | 5.2% | $26.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $521.91万 | 0.11% | 15,430 | 414 | 2.8% | $14.00万 | 加仓 |
| OEF | ISHARES TR | $521.64万 | 0.11% | 14,257 | -2,770 | -16.3% | -$101.35万 | 减仓 |
| GLW | CORNING INC | $520.87万 | 0.11% | 20,392 | 618 | 3.1% | $15.79万 | 加仓 |
| CTAS | Cintas Corp | $517.65万 | 0.11% | 30,436 | -730 | -2.3% | -$12.42万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $516.52万 | 0.11% | 11,971 | -2,107 | -15.0% | -$90.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $512.08万 | 0.11% | 120,945 | 558 | 0.5% | $2.36万 | 加仓 |
| PEP | PEPSICO INC | $507.62万 | 0.11% | 37,491 | -1,689 | -4.3% | -$22.87万 | 减仓 |
| ISPY | PROSHARES TR | $507.24万 | 0.11% | 105,259 | -22,173 | -17.4% | -$106.85万 | 减仓 |