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
PANW Palo Alto Networks Inc $446.15万0.10%27,829 -3,392-10.9% -$54.38万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $445.75万0.10%58,853 7,09513.7% $53.74万 加仓
GDX VANECK GOLD $444.76万0.10%48,465 -25,797-34.7% -$236.74万 减仓
DE Deere & Co $443.79万0.10%7,878 720.9% $4.06万 加仓
ITOT ISHARES CORE $442.53万0.10%31,070 5,81423.0% $82.81万 加仓
IWR ISHARES RUSSELL $441.58万0.10%45,416 7961.8% $7.74万 加仓
D Dominion Energy Inc $439.41万0.10%71,079 9,51515.5% $58.82万 加仓
NLR VANECK ETF TRUST $437.21万0.10%32,826 -4,487-12.0% -$59.76万 减仓
DAL Delta Airlines Inc New $432.49万0.10%65,056 -921-1.4% -$6.12万 减仓
FELV FIDELITY COVINGTON $430.49万0.10%123,314 81,324193.7% $283.90万 加仓
GE General Electric Co New $430.15万0.10%15,158 4242.9% $12.03万 加仓
MOAT VANECK MORNINGSTAR $424.39万0.10%43,887 -1,388-3.1% -$13.42万 减仓
IEI ISHARES 3-7YR $421.69万0.10%35,556 -1,326-3.6% -$15.73万 减仓
DIVO AMPLIFY ETF TR $420.62万0.10%93,783 85,139984.9% $381.85万 加仓
— Honeywell Intl Inc $417.58万0.10%18,474 3,80225.9% $85.94万 加仓
FTC FIRST TRUST $417.57万0.10%27,090 -635-2.3% -$9.79万 减仓
IUSV ISHARES CORE $416.17万0.10%40,701 -708-1.7% -$7.24万 减仓
WINN HARBOR ETF TRUST $409.63万0.10%147,730 6,1924.4% $17.17万 加仓
GILD Gilead Sciences Inc $408.70万0.09%29,325 13,30783.1% $185.46万 加仓
SCHM SCHWAB US $407.09万0.09%131,488 -1,559-1.2% -$4.83万 减仓
IVE ISHARES S&P $403.57万0.09%19,113 3,04719.0% $64.34万 加仓
DIS Walt Disney Co $400.88万0.09%41,594 5,28114.5% $50.90万 加仓
BMY Bristol Myers Squibb Company $399.88万0.09%65,932 16,74934.1% $101.58万 加仓
ITW Illinois Tool Works Inc $398.34万0.09%15,304 2211.5% $5.75万 加仓
NOBL PROSHARES TRUST $396.11万0.09%37,366 -8,276-18.1% -$87.73万 减仓
ABT Abbott Laboratories $395.00万0.09%38,473 1,8895.2% $19.39万 加仓
VO VANGUARD MID $392.40万0.09%13,664 -560-3.9% -$16.08万 减仓
MAR Marriott Intl Inc New Cl A $390.10万0.09%11,927 -1,150-8.8% -$37.61万 减仓
FIDU FIDELITY MSCI $384.47万0.09%44,437 4921.1% $4.26万 加仓
AMAT Applied Materials Inc $384.16万0.09%11,240 1,43214.6% $48.94万 加仓
CGGR CAPITAL GROUP GROWTH ETF $378.91万0.09%94,279 22,88632.1% $91.98万 加仓
QINT AMERICAN CENTURY ETF TR $375.20万0.09%57,335 57,335— $375.20万 新建仓
ADBE Adobe Inc $371.62万0.09%15,288 11,760333.3% $285.86万 加仓
IVLU ISHARES TR $370.97万0.09%93,491 -6,321-6.3% -$25.08万 减仓
PFE Pfizer Inc $370.69万0.09%132,010 14,97012.8% $42.04万 加仓
CIBR FIRST TRUST $369.19万0.09%58,900 7,19213.9% $45.08万 加仓
GSST GOLDMAN SACHS ETF TR $364.38万0.08%72,083 -29,545-29.1% -$149.35万 减仓
GEV GE VERNOVA INC $362.53万0.08%4,153 51714.2% $45.13万 加仓
ET ENERGY TRANSFER $360.77万0.08%186,927 14,6848.5% $28.34万 加仓
TSM Taiwan Semiconductor Manufacturing Co LTD Spon Adr $354.72万0.08%10,496 -1,205-10.3% -$40.72万 减仓
IYG ISHARES U S $351.53万0.08%42,435 -4,738-10.0% -$39.25万 减仓
UPS United Parcel Service Inc Cl B $348.99万0.08%35,474 8,71532.6% $85.74万 加仓
TCAF T ROWE PRICE ETF INC $346.81万0.08%97,445 9,88711.3% $35.19万 加仓
VB VANGUARD SMALL $346.65万0.08%13,235 -45-0.3% -$1.18万 减仓
VBR VANGUARD SMALL $346.17万0.08%15,934 -2,716-14.6% -$59.01万 减仓
AVUV AVANTIS U S $342.99万0.08%31,049 3,32112.0% $36.69万 加仓
MSTR Microstrategy Inc Cl A New $341.27万0.08%27,345 -5,012-15.5% -$62.55万 减仓
CEF SPROTT PHYSICAL $339.18万0.08%71,078 43,390156.7% $207.06万 加仓
IWP ISHARES RUSSELL $338.11万0.08%26,390 -39,869-60.2% -$510.80万 减仓
HEFA ISHARES CURRENCY $336.89万0.08%79,277 -4,367-5.2% -$18.56万 减仓
HYG ISHARES IBOXX $336.66万0.08%42,315 38,046891.2% $302.69万 加仓
QFLR INNOVATOR ETFS TRUST $336.16万0.08%100,950 1,6411.7% $5.46万 加仓
DFUS DIMENSIONAL US $334.25万0.08%47,137 27,291137.5% $193.52万 加仓
— DIMENSIONAL US $333.07万0.08%46,826 -1,669-3.4% -$11.87万 减仓
IGM ISHARES EXPANDED $330.06万0.08%27,851 -137-0.5% -$1.62万 减仓
R Ryder System Inc $329.41万0.08%16,092 -556-3.3% -$11.38万 减仓
FPE FIRST TRUST $326.42万0.08%183,901 4,7362.6% $8.41万 加仓
PHYS SPROTT PHYSICAL $325.60万0.08%91,873 18,70725.6% $66.30万 加仓
SPTL SPDR PORTFOLIO $325.07万0.08%123,601 101,806467.1% $267.75万 加仓
IAGG ISHARES CORE $323.97万0.08%64,743 -262,710-80.2% -$1,314.60万 减仓
AEP American Electric Power Company Inc $323.21万0.07%24,658 11,26584.1% $147.66万 加仓
QCOM Qualcomm Inc $322.89万0.07%25,073 9664.0% $12.44万 加仓
SFLR INNOVATOR ETFS TRUST $322.41万0.07%91,051 6,4357.6% $22.79万 加仓
TAXF AMERICAN CENTURY $320.43万0.07%64,021 9071.4% $4.54万 加仓
GD General Dynamics Corp $317.60万0.07%9,253 -17-0.2% -$5,835 减仓
ANGL VANECK FALLEN $314.78万0.07%109,603 9,5989.6% $27.57万 加仓
HUBB Hubbell Inc $311.78万0.07%6,353 1772.9% $8.69万 加仓
WM Waste Management Inc Del $311.60万0.07%13,560 4,89656.5% $112.51万 加仓
UNH Unitedhealth Group Inc $310.10万0.07%11,460 1,19611.7% $32.36万 加仓
EPD ENTERPRISE PRODUCTS $308.89万0.07%81,631 9,89113.8% $37.43万 加仓
— A2Z CUST2MATE SOLUTIONS CORP $308.13万0.07%461,958 174,23060.6% $116.21万 加仓
MAIN Main Street Capital Corp $307.47万0.07%58,056 1,3692.4% $7.25万 加仓
DIV GLOBAL X $306.68万0.07%162,265 75,34886.7% $142.41万 加仓
DIA SPDR DOW $305.45万0.07%6,595 -1,367-17.2% -$63.31万 减仓
MCK Mckesson Corp $305.13万0.07%3,526 2,330194.8% $201.63万 加仓
QGRO AMERICAN CENTURY $304.61万0.07%29,002 -665-2.2% -$6.98万 减仓
AEM Agnico-eagle Mines LTD $304.57万0.07%15,005 4643.2% $9.42万 加仓
ARCC ARES CAPITAL $303.20万0.07%168,260 8,9835.6% $16.19万 加仓
TXN Texas Instruments Inc $302.39万0.07%15,576 -1,483-8.7% -$28.79万 减仓
QEFA SPDR INDEX $301.03万0.07%32,275 00.0% — 不变
ETN Eaton Corp Plc $297.40万0.07%8,315 -626-7.0% -$22.39万 减仓
VFH VANGUARD FINANCIALS $297.13万0.07%24,595 -880-3.5% -$10.63万 减仓
RSPG INVESCO EXCHANGE $296.75万0.07%27,108 -1,338-4.7% -$14.65万 减仓
ROKU Roku Inc Ser A $295.81万0.07%31,263 -353-1.1% -$3.34万 减仓
VHT VANGUARD HEALTH $295.17万0.07%10,839 -954-8.1% -$25.98万 减仓
SHY ISHARES 1-3YR $292.86万0.07%35,468 -8,940-20.1% -$73.82万 减仓
UNP Union Pacific Corp $291.94万0.07%12,033 1,89918.7% $46.07万 加仓
LOW Lowes Companies Inc $291.94万0.07%12,356 -1,188-8.8% -$28.07万 减仓
VV VANGUARD LARGE $289.86万0.07%9,699 8659.8% $25.85万 加仓
ARKK ARK INNOVATION $288.59万0.07%42,697 -717-1.7% -$4.85万 减仓
IEMG ISHARES CORE $287.79万0.07%41,260 -11,999-22.5% -$83.69万 减仓
VFLO VICTORY PORTFOLIOS II $287.36万0.07%72,786 -93,401-56.2% -$368.75万 减仓
RWL INVESCO S&P $287.05万0.07%24,980 -124-0.5% -$1.42万 减仓
VTEB VANGUARD MUNICIPAL $285.92万0.07%57,311 1260.2% $6,286 加仓
CEG Constellation Energy Corp $285.42万0.07%10,221 -508-4.7% -$14.19万 减仓
— FIRST TRUST $284.30万0.07%55,209 47,359603.3% $243.88万 加仓
— INVESCO DORSEY $283.64万0.07%57,887 -28,005-32.6% -$137.22万 减仓
TOPT ISHARES TR $282.44万0.07%98,686 98,686— $282.44万 新建仓
INTC Intel Corp $282.13万0.07%63,931 -23,884-27.2% -$105.40万 减仓
ALB Albemarle Corp $281.56万0.07%15,683 -212-1.3% -$3.81万 减仓