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
AFL Aflac Inc $181.07万0.04%16,504 2761.7% $3.03万 加仓
ISRG Intuitive Surgical Inc New $181.05万0.04%3,928 1794.8% $8.25万 加仓
FTSM FIRST TRUST $180.51万0.04%30,197 1,9086.7% $11.41万 加仓
SGOV ISHARES 0-3 $179.61万0.04%17,843 14,289402.1% $143.83万 加仓
VXUS VANGUARD TOTAL $179.40万0.04%23,265 1,8438.6% $14.21万 加仓
UFEB INNOVATOR ETFS TRUST $179.02万0.04%49,317 17,73456.2% $64.37万 加仓
VSEC VSE CORP $177.08万0.04%9,603 9,603— $177.08万 新建仓
VBK VANGUARD SMALL $176.96万0.04%5,855 -1,045-15.1% -$31.58万 减仓
AMKR AMKOR TECHNOLOGY INC $176.80万0.04%39,263 39,263— $176.80万 新建仓
— INVESCO GOLDEN $176.36万0.04%68,250 6,41010.4% $16.56万 加仓
MOO VANECK ETF TRUST $176.17万0.04%20,849 -1,694-7.5% -$14.31万 减仓
— INNOVATOR ETFS TRUST $176.10万0.04%47,250 -22,212-32.0% -$82.78万 减仓
SHW Sherwin Williams Co $175.19万0.04%5,465 -94-1.7% -$3.01万 减仓
ITA ISHARES AEROSPACE $174.73万0.04%7,988 1,44822.1% $31.67万 加仓
HYMB SPDR NUVEEN $173.77万0.04%70,068 -3,698-5.0% -$9.17万 减仓
IJS ISHARES S&P $173.73万0.04%14,667 -1,065-6.8% -$12.62万 减仓
TMO Thermo Fisher Scientific Inc $173.62万0.04%3,532 -215-5.7% -$10.57万 减仓
AZN Astrazeneca Plc Sponsored Adr $172.84万0.04%8,764 00.0% $99 加仓
SII Sprott Inc New $172.50万0.04%12,071 9798.8% $13.99万 加仓
SPHY SPDR HIGH $171.81万0.04%73,676 -2,524-3.3% -$5.89万 减仓
COP Conocophillips $171.74万0.04%13,010 -6,968-34.9% -$91.98万 减仓
NOC Northrop Grumman Corp $171.08万0.04%2,508 -212-7.8% -$14.46万 减仓
XLB SECTOR MATERIALS $170.84万0.04%34,189 7,05526.0% $35.25万 加仓
DAPP VanEck ETF TRUST $170.36万0.04%114,184 29,62735.0% $44.20万 加仓
WFC Wells Fargo & Co New $169.74万0.04%21,321 7253.5% $5.77万 加仓
VST Vistra Corp $169.14万0.04%11,251 -106-0.9% -$1.59万 减仓
RDVI FIRST TRUST $168.75万0.04%66,047 6,78811.5% $17.34万 加仓
SPIB SPDR PORTFOLIO $168.50万0.04%50,239 3,0346.4% $10.18万 加仓
ICF ISHARES COHEN $166.82万0.04%26,955 4321.6% $2.67万 加仓
— TIDAL TRUST II $166.57万0.04%54,311 54,311— $166.57万 新建仓
VLO Valero Energy Corp $165.82万0.04%6,711 270.4% $6,671 加仓
BFC Bank First Corp $165.81万0.04%12,277 -340-2.7% -$4.59万 减仓
PLD Prologis Inc $165.75万0.04%12,540 930.7% $1.23万 加仓
CL Colgate-palmolive Company $163.79万0.04%19,217 8934.9% $7.61万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $162.64万0.04%40,854 20,637102.1% $82.16万 加仓
HEI Heico Corp New $162.16万0.04%5,914 490.8% $1.34万 加仓
IXUS ISHARES CORE $161.70万0.04%18,664 6713.7% $5.81万 加仓
FNDX SCHWAB FUNDAMENTAL $161.14万0.04%57,862 7501.3% $2.09万 加仓
— INNOVATOR IBD $161.05万0.04%48,204 4100.9% $1.37万 加仓
NULG NUVEEN ESG $159.87万0.04%17,580 9035.4% $8.21万 加仓
— GLOBAL X FDS $159.77万0.04%61,730 21,70054.2% $56.16万 加仓
VWO VANGUARD FSTE $159.53万0.04%29,514 3,20412.2% $17.32万 加仓
XNTK SPDR SERIES $158.64万0.04%6,214 4778.3% $12.18万 加仓
CLOI VANECK ETF TRUST $158.03万0.04%29,987 9,65547.5% $50.88万 加仓
SYK Stryker Corp $158.00万0.04%4,808 2,05974.9% $67.66万 加仓
DFAW DIMENSIONAL ETF TRUST $155.71万0.04%21,105 6,80547.6% $50.21万 加仓
EVRG Evergy Inc $153.25万0.04%18,707 -480-2.5% -$3.93万 减仓
— INVESCO EXCH TRADED FD TR II $152.67万0.04%48,456 4,77510.9% $15.04万 加仓
ADI Analog Devices Inc $151.50万0.04%4,762 69117.0% $21.98万 加仓
BBUS J P Morgan Exchange Traded F $150.99万0.04%12,885 10,619468.6% $124.44万 加仓
EWZ ISHARES MSCI $150.25万0.03%39,137 -6,954-15.1% -$26.70万 减仓
CMI Cummins Inc $150.14万0.03%2,791 -747-21.1% -$40.18万 减仓
BUG GLOBAL X $149.98万0.03%59,728 35,470146.2% $89.07万 加仓
MS Morgan Stanley $149.95万0.03%9,111 2362.7% $3.88万 加仓
HTGC HERCULES CAPITAL $149.02万0.03%100,895 14,01216.1% $20.70万 加仓
LRN Stride Inc $148.95万0.03%16,894 6,91969.4% $61.00万 加仓
FDX Fedex Corp $148.34万0.03%4,165 1243.1% $4.42万 加仓
IYE ISHARES U S $147.96万0.03%22,843 -149-0.6% -$9,651 减仓
— TWO ROADS $147.74万0.03%32,189 -470-1.4% -$2.16万 减仓
PSLV SPROTT PHYSICAL $147.55万0.03%60,498 -23,202-27.7% -$56.59万 减仓
LIN Linde Plc New $146.43万0.03%2,954 682.4% $3.37万 加仓
IYY ISHARES U S $145.87万0.03%9,206 -118-1.3% -$1.87万 减仓
PNW PINNACLE WEST CAP CORP $145.46万0.03%14,438 14,438— $145.46万 新建仓
O Realty Income Corp $145.33万0.03%23,754 -233-1.0% -$1.43万 减仓
TKO TKO GROUP $144.95万0.03%7,188 -983-12.0% -$19.82万 减仓
PXF INVESCO EXCHANGE $144.62万0.03%20,689 1520.7% $1.06万 加仓
FDUS FIDUS INVESTMENT $144.33万0.03%82,855 8,24911.1% $14.37万 加仓
ED Consolidated Edison Inc $143.99万0.03%12,722 8,131177.1% $92.03万 加仓
SCHV SCHWAB US $143.90万0.03%47,180 -206-0.4% -$6,283 减仓
IJT ISHARES S&P $143.42万0.03%9,911 -228-2.2% -$3.30万 减仓
QYLD GLOBAL X $143.33万0.03%83,574 -3,925-4.5% -$6.73万 减仓
MRVL Marvell Technology Inc $143.07万0.03%14,444 -934-6.1% -$9.25万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $142.52万0.03%85,802 8,83311.5% $14.67万 加仓
SECU BLACKROCK ETF TRUST II $142.29万0.03%28,565 28,565— $142.29万 新建仓
INMU BLACKROCK ETF TRUST II $142.16万0.03%59,454 59,454— $142.16万 新建仓
SRLN SPDR BLACKSTONE $142.13万0.03%35,409 -12,024-25.3% -$48.26万 减仓
TUA SIMPLIFY EXCHANGE TRADED FUN $141.74万0.03%67,174 6,0339.9% $12.73万 加仓
PWB INVESCO LARGE $141.55万0.03%11,240 -484-4.1% -$6.10万 减仓
AEE AMEREN CORP $140.96万0.03%12,824 8,696210.7% $95.58万 加仓
MBB ISHARES MBS $140.36万0.03%14,782 3,57931.9% $33.98万 加仓
QQQI NEOS ETF TRUST $140.27万0.03%28,228 21,971351.1% $109.17万 加仓
SPYD SPDR PORTFOLIO $139.34万0.03%30,611 -6,150-16.7% -$27.99万 减仓
KMB Kimberly Clark Corp $139.07万0.03%14,416 -318-2.2% -$3.07万 减仓
CMG Chipotle Mexican Grill Inc Cl A $136.58万0.03%42,667 -10,351-19.5% -$33.13万 减仓
GLTR ABERDEEN PHYSICAL $136.55万0.03%6,243 -958-13.3% -$20.95万 减仓
ADP Automatic Data Processing Inc $136.24万0.03%6,705 87915.1% $17.86万 加仓
PEY INVESCO HIGH $136.09万0.03%63,537 -8,586-11.9% -$18.39万 减仓
SHOP Shopify Inc Cl A $135.06万0.03%11,386 5114.7% $6.06万 加仓
VT VANGUARD TOTAL $134.98万0.03%9,758 -662-6.4% -$9.16万 减仓
— GLOBAL X $133.24万0.03%67,020 6,49610.7% $12.91万 加仓
IWY ISHARES RUSSELL $132.30万0.03%5,317 -3,170-37.4% -$78.88万 减仓
SHEL Shell Plc Sponsored Adr Repstg Ord Shs $131.36万0.03%14,125 4953.6% $4.60万 加仓
RGLD Royal Gold Inc $131.29万0.03%5,159 1543.1% $3.92万 加仓
IJK ISHARES S&P $129.98万0.03%12,918 -451-3.4% -$4.54万 减仓
FPF FIRST TRUST $129.83万0.03%73,643 00.0% — 不变
JPIB J P MORGAN EXCHANGE TRADED F $129.57万0.03%27,095 2,2819.2% $10.91万 加仓
— FIRST TR EXCHANGE TRADED FD $129.46万0.03%58,481 19,28049.2% $42.68万 加仓
HGER HARBOR ETF TRUST $129.24万0.03%41,676 3560.9% $1.10万 加仓
DLR Digital Realty Trust Inc $128.94万0.03%7,155 -3,472-32.7% -$62.57万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $127.80万0.03%40,483 24,532153.8% $77.45万 加仓