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 |
|---|---|---|---|---|---|---|---|---|
| — | EATON VANCE | $127.46万 | 0.03% | 156,005 | -9,234 | -5.6% | -$7.54万 | 减仓 |
| ECL | Ecolab Inc | $127.06万 | 0.03% | 4,776 | -156 | -3.2% | -$4.15万 | 减仓 |
| FLOT | ISHARES FLOATING | $126.01万 | 0.03% | 24,733 | 14,234 | 135.6% | $72.52万 | 加仓 |
| SCHA | SCHWAB US | $124.77万 | 0.03% | 42,907 | -4,787 | -10.0% | -$13.92万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $124.69万 | 0.03% | 46,647 | -1,724 | -3.6% | -$4.61万 | 减仓 |
| WELL | Welltower Inc | $123.38万 | 0.03% | 6,240 | 1,816 | 41.0% | $35.91万 | 加仓 |
| BABA | Alibaba Group Holding LTD Spons Ads Repstg 8 Ord Shs | $122.85万 | 0.03% | 9,792 | -764 | -7.2% | -$9.58万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $122.32万 | 0.03% | 50,744 | 14,800 | 41.2% | $35.68万 | 加仓 |
| SNOW | Snowflake Inc Cl A | $122.19万 | 0.03% | 8,102 | 904 | 12.6% | $13.63万 | 加仓 |
| EDV | VANGUARD WORLD FD | $121.53万 | 0.03% | 18,711 | -1,791 | -8.7% | -$11.63万 | 减仓 |
| GRID | FIRST TRUST | $121.50万 | 0.03% | 7,428 | -48 | -0.6% | -$7,851 | 减仓 |
| — | DIMENSIONAL US | $121.31万 | 0.03% | 19,425 | 4,714 | 32.0% | $29.44万 | 加仓 |
| DON | WISDOMTREE U S | $120.60万 | 0.03% | 22,954 | 2,104 | 10.1% | $11.05万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $120.51万 | 0.03% | 47,094 | 1,798 | 4.0% | $4.60万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $120.46万 | 0.03% | 34,776 | 34,776 | — | $120.46万 | 新建仓 |
| KHC | Kraft Heinz Co | $120.43万 | 0.03% | 53,550 | 3,398 | 6.8% | $7.64万 | 加仓 |
| CAOS | EA SERIES TRUST | $120.43万 | 0.03% | 13,269 | -20,863 | -61.1% | -$189.35万 | 减仓 |
| WMB | Williams Cos Inc Del | $120.01万 | 0.03% | 16,489 | 8,476 | 105.8% | $61.69万 | 加仓 |
| PWR | Quanta Services Inc | $119.99万 | 0.03% | 2,186 | 171 | 8.5% | $9.39万 | 加仓 |
| EMB | ISHARES JPMORGAN | $118.69万 | 0.03% | 12,636 | 5,614 | 79.9% | $52.73万 | 加仓 |
| FTAI | FTAI AVIATION | $117.76万 | 0.03% | 4,806 | 2,204 | 84.7% | $54.00万 | 加仓 |
| ASHR | DBX ETF TR | $117.06万 | 0.03% | 35,864 | 35,864 | — | $117.06万 | 新建仓 |
| RYAN | Ryan Specialty Holdings Inc Cl A | $116.72万 | 0.03% | 34,593 | 2,679 | 8.4% | $9.04万 | 加仓 |
| VAW | VANGUARD MATERIALS | $116.61万 | 0.03% | 5,175 | 1 | 0.0% | $225 | 加仓 |
| VOT | VANGUARD MID | $114.40万 | 0.03% | 4,445 | -6,374 | -58.9% | -$164.04万 | 减仓 |
| SHYG | ISHARES | $113.88万 | 0.03% | 26,916 | -390 | -1.4% | -$1.65万 | 减仓 |
| FRO | Frontline Plc | $113.86万 | 0.03% | 32,661 | 15,381 | 89.0% | $53.62万 | 加仓 |
| ACN | Accenture Plc Ireland Cl A New | $113.71万 | 0.03% | 5,735 | 114 | 2.0% | $2.26万 | 加仓 |
| RING | ISHARES INC | $113.57万 | 0.03% | 14,379 | 1,594 | 12.5% | $12.59万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $113.56万 | 0.03% | 3,455 | -526 | -13.2% | -$17.29万 | 减仓 |
| STIP | ISHARES 0-5 | $113.32万 | 0.03% | 10,956 | -457 | -4.0% | -$4.73万 | 减仓 |
| CMCSA | Comcast Corp Cl A New | $112.82万 | 0.03% | 39,296 | 3,945 | 11.2% | $11.33万 | 加仓 |
| BX | Blackstone Inc | $112.74万 | 0.03% | 9,804 | 509 | 5.5% | $5.85万 | 加仓 |
| — | EA SERIES TRUST | $112.74万 | 0.03% | 46,964 | 351 | 0.8% | $8,426 | 加仓 |
| IDGT | ISHARES TR | $112.51万 | 0.03% | 11,505 | 1,243 | 12.1% | $12.16万 | 加仓 |
| ENPH | Enphase Energy Inc | $112.01万 | 0.03% | 29,625 | 29,625 | — | $112.01万 | 新建仓 |
| LDUR | PIMCO ETF TR | $111.93万 | 0.03% | 11,682 | 139 | 1.2% | $1.33万 | 加仓 |
| — | INVESCO DORSEY | $111.69万 | 0.03% | 18,755 | -2,828 | -13.1% | -$16.84万 | 减仓 |
| MTUM | ISHARES MSCI | $111.34万 | 0.03% | 4,639 | 3,217 | 226.2% | $77.21万 | 加仓 |
| IHI | ISHARES U S | $110.34万 | 0.03% | 20,681 | -340 | -1.6% | -$1.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $109.87万 | 0.03% | 2,805 | 176 | 6.7% | $6.89万 | 加仓 |
| XBI | SPDR SERIES | $108.60万 | 0.03% | 8,503 | -18,094 | -68.0% | -$231.10万 | 减仓 |
| XOP | SPDR SERIES | $108.59万 | 0.03% | 5,972 | 3,650 | 157.2% | $66.37万 | 加仓 |
| COIN | Coinbase Global Inc Cl A | $108.26万 | 0.03% | 6,200 | -1,624 | -20.8% | -$28.36万 | 减仓 |
| VRSK | Verisk Analytics Inc | $107.88万 | 0.03% | 5,685 | 1,926 | 51.2% | $36.55万 | 加仓 |
| NKE | Nike Inc Cl B | $107.77万 | 0.03% | 20,402 | -5,123 | -20.1% | -$27.06万 | 减仓 |
| ARKG | ARK GENOMIC | $107.38万 | 0.02% | 40,642 | 15,557 | 62.0% | $41.10万 | 加仓 |
| FIXD | FIRST TRUST | $107.00万 | 0.02% | 24,546 | -2,157 | -8.1% | -$9.40万 | 减仓 |
| EPI | WISDOMTREE INDIA | $106.70万 | 0.02% | 26,151 | 162 | 0.6% | $6,610 | 加仓 |
| CEFS | EXCHANGE LISTED | $106.66万 | 0.02% | 47,300 | 840 | 1.8% | $1.89万 | 加仓 |
| REM | ISHARES MORTGAGE | $106.59万 | 0.02% | 49,647 | 1,307 | 2.7% | $2.81万 | 加仓 |
| IYK | ISHARES U S | $106.49万 | 0.02% | 15,207 | -744 | -4.7% | -$5.21万 | 减仓 |
| SCHP | SCHWAB US | $106.33万 | 0.02% | 39,960 | -216 | -0.5% | -$5,748 | 减仓 |
| WPC | W P Carey Inc | $106.06万 | 0.02% | 15,606 | 5,602 | 56.0% | $38.07万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $106.01万 | 0.02% | 61,961 | 26,202 | 73.3% | $44.83万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $105.15万 | 0.02% | 28,676 | 18,479 | 181.2% | $67.76万 | 加仓 |
| DVY | ISHARES SELECT | $105.13万 | 0.02% | 6,943 | 15 | 0.2% | $2,271 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL | $104.62万 | 0.02% | 11,102 | -5,964 | -34.9% | -$56.20万 | 减仓 |
| FSK | Fs Kkr Capital Corp New | $103.94万 | 0.02% | 102,103 | -270,606 | -72.6% | -$275.48万 | 减仓 |
| BND | VANGUARD TOTAL | $103.16万 | 0.02% | 14,008 | -3,957 | -22.0% | -$29.14万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $103.07万 | 0.02% | 19,502 | -43,759 | -69.2% | -$231.27万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $103.01万 | 0.02% | 24,399 | 14,420 | 144.5% | $60.88万 | 加仓 |
| ULTA | Ulta Beauty Inc | $102.87万 | 0.02% | 1,968 | 155 | 8.5% | $8.10万 | 加仓 |
| WEC | Wec Energy Group Inc | $102.61万 | 0.02% | 8,863 | 474 | 5.7% | $5.49万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $102.51万 | 0.02% | 30,632 | -1,300 | -4.1% | -$4.35万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $102.39万 | 0.02% | 21,341 | -294 | -1.4% | -$1.41万 | 减仓 |
| VOE | VANGUARD MID | $102.37万 | 0.02% | 5,555 | 1,741 | 45.6% | $32.08万 | 加仓 |
| NRG | Nrg Energy Inc New | $102.24万 | 0.02% | 6,996 | 6,996 | — | $102.24万 | 新建仓 |
| DFUV | DIMENSIONAL US | $101.93万 | 0.02% | 21,034 | 417 | 2.0% | $2.02万 | 加仓 |
| LGLV | SPDR SSGA | $101.90万 | 0.02% | 5,722 | -40 | -0.7% | -$7,123 | 减仓 |
| JPST | JPMORGAN | $101.59万 | 0.02% | 20,074 | -3,135 | -13.5% | -$15.87万 | 减仓 |
| CAG | Conagra Brands Inc | $101.25万 | 0.02% | 64,409 | 38,050 | 144.4% | $59.81万 | 加仓 |
| IEUR | ISHARES CORE | $101.13万 | 0.02% | 14,392 | -375 | -2.5% | -$2.64万 | 减仓 |
| GSK | Gsk Plc Sponsored Adr New | $100.86万 | 0.02% | 18,275 | 3,265 | 21.8% | $18.02万 | 加仓 |
| XEL | Xcel Energy Inc | $100.69万 | 0.02% | 12,675 | 1,694 | 15.4% | $13.46万 | 加仓 |
| TAN | INVESCO SOLAR | $99.15万 | 0.02% | 17,798 | -1,153 | -6.1% | -$6.42万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $98.96万 | 0.02% | 13,017 | 234 | 1.8% | $1.78万 | 加仓 |
| BDJ | BLACKROCK ENHANCED | $98.88万 | 0.02% | 114,704 | -5,055 | -4.2% | -$4.36万 | 减仓 |
| CQQQ | INVESCO CHINA | $98.51万 | 0.02% | 21,407 | -2,077 | -8.8% | -$9.56万 | 减仓 |
| ETR | Entergy Corp New | $98.33万 | 0.02% | 8,751 | 6,059 | 225.1% | $68.08万 | 加仓 |
| IUSB | ISHARES CORE | $98.27万 | 0.02% | 21,276 | 9,000 | 73.3% | $41.57万 | 加仓 |
| LHX | L3harris Technologies Inc | $97.81万 | 0.02% | 2,834 | 215 | 8.2% | $7.42万 | 加仓 |
| ENB | Enbridge Inc | $97.69万 | 0.02% | 18,044 | 789 | 4.6% | $4.27万 | 加仓 |
| CASY | Caseys Genl Stores Inc | $97.56万 | 0.02% | 1,340 | 5 | 0.4% | $3,640 | 加仓 |
| RAAX | VANECK ETF TRUST | $96.60万 | 0.02% | 23,729 | 23,729 | — | $96.60万 | 新建仓 |
| XSOE | WISDOMTREE EMERGING | $96.55万 | 0.02% | 24,076 | -180 | -0.7% | -$7,218 | 减仓 |
| IWV | ISHARES RUSSELL | $96.17万 | 0.02% | 2,594 | 231 | 9.8% | $8.56万 | 加仓 |
| ALL | Allstate Corp | $95.88万 | 0.02% | 4,624 | 27 | 0.6% | $5,599 | 加仓 |
| — | KRANESHARES TRUST | $95.83万 | 0.02% | 33,490 | 33,490 | — | $95.83万 | 新建仓 |
| KR | Kroger Co | $95.58万 | 0.02% | 13,210 | 3,545 | 36.7% | $25.65万 | 加仓 |
| NVO | Novo Nordisk As Adr | $95.06万 | 0.02% | 25,867 | 3,288 | 14.6% | $12.08万 | 加仓 |
| SCHZ | SCHWAB AGGREGATE | $94.84万 | 0.02% | 40,846 | 27,174 | 198.8% | $63.10万 | 加仓 |
| UMBF | UMB FINL CORP | $94.51万 | 0.02% | 8,379 | 1 | 0.0% | $113 | 加仓 |
| PRU | Prudential Financial Inc | $94.39万 | 0.02% | 9,662 | 1,439 | 17.5% | $14.06万 | 加仓 |
| COF | Capital One Financial Corp | $94.23万 | 0.02% | 5,165 | 232 | 4.7% | $4.23万 | 加仓 |
| SPLV | INVESCO EXCHANGE | $94.10万 | 0.02% | 12,866 | -425 | -3.2% | -$3.11万 | 减仓 |
| TFLO | ISHARES TREASURY | $94.00万 | 0.02% | 18,565 | 5,994 | 47.7% | $30.35万 | 加仓 |
| CI | Cigna Group Cl B | $93.76万 | 0.02% | 3,515 | 1,980 | 129.0% | $52.82万 | 加仓 |
| KNSL | Kinsale Capital Group Inc | $93.69万 | 0.02% | 2,742 | 830 | 43.4% | $28.36万 | 加仓 |
| DHR | Danaher Corp | $93.43万 | 0.02% | 4,928 | 99 | 2.1% | $1.88万 | 加仓 |