13F 机构持仓

IHT Wealth Management, LLC

Chicago IL · SEC CIK 0001697490

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.9%
SPYV 2.4%
NVDA 2.1%
SPYG 1.9%
DYNF 1.9%
TSLA 1.7%
INVESCO QQQ TR 1.6%
USFR 1.5%
SPYM 1.4%
IVV 1.4%

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
FPX FIRST TRUST $98.88万0.02%4,796 93824.3% $19.34万 加仓
EXE EXPAND ENERGY CORPORATION $98.86万0.02%10,841 10,841— $98.86万 新建仓
RKLB ROCKET LAB CORP $98.55万0.02%9,695 1,62320.1% $16.50万 加仓
VEU VANGUARD FTSE $98.45万0.02%11,755 -573-4.6% -$4.80万 减仓
HFRO HIGHLAND OPPORTUNITIES $97.97万0.02%137,401 -3,178-2.3% -$2.27万 减仓
BND VANGUARD BD INDEX FDS $97.89万0.02%13,334 -674-4.8% -$4.95万 减仓
DVY ISHARES SELECT $97.84万0.02%6,260 -683-9.8% -$10.67万 减仓
NRG NRG ENERGY INC $97.75万0.02%6,692 -304-4.3% -$4.44万 减仓
AIQ GLOBAL X FDS $97.68万0.02%14,888 1,2569.2% $8.24万 加仓
JSMD JANUS DETROIT STR TR $97.54万0.02%9,635 -1,443-13.0% -$14.61万 减仓
PSLV SPROTT PHYSICAL $97.30万0.02%51,563 -8,935-14.8% -$16.86万 减仓
MGC VANGUARD MEGA $97.14万0.02%3,550 -375-9.6% -$10.26万 减仓
IWS ISHARES RUSS $96.66万0.02%5,872 -20-0.3% -$3,292 减仓
MFSV MFS ACTIVE EXHANCE TRADED F $96.57万0.02%33,802 -12,845-27.5% -$36.70万 减仓
ENFR ALPS ETF TR $96.12万0.02%25,230 1,7337.4% $6.60万 加仓
Q QNITY ELECTRONICS INC $95.97万0.02%5,877 3897.1% $6.35万 加仓
CHI CALAMOS CONVERTIBLE $95.49万0.02%71,052 00.0% — 不变
USMF WISDOMTREE U S $95.09万0.02%17,530 2,99620.6% $16.25万 加仓
RGLD Royal Gold Inc $95.02万0.02%4,760 -399-7.7% -$7.96万 减仓
RING ISHARES INC $94.60万0.02%14,645 2661.8% $1.72万 加仓
JCI JOHNSON CONTROLS INTERNATION $94.53万0.02%6,470 1,87340.7% $27.37万 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $94.26万0.02%91,431 00.0% — 不变
GSK GSK PLC $94.22万0.02%17,974 -301-1.6% -$1.58万 减仓
IBMQ ISHARES TR $93.97万0.02%36,736 9,59635.4% $24.55万 加仓
FELG FIDELITY COVINGTON TRUST $92.87万0.02%21,228 8484.2% $3.71万 加仓
— INVESCO GOLDEN $92.84万0.02%41,136 -27,114-39.7% -$61.20万 减仓
TT TRANE TECHNOLOGIES PLC $92.84万0.02%1,890 1589.1% $7.76万 加仓
ULTA Ulta Beauty Inc $92.68万0.02%2,055 874.4% $3.92万 加仓
MDYG SPDR SERIES $92.59万0.02%8,260 -360-4.2% -$4.04万 减仓
ITB ISHARES U S $92.30万0.02%8,835 -628-6.6% -$6.56万 减仓
CQQQ INVESCO CHINA $91.83万0.02%16,103 -5,304-24.8% -$30.25万 减仓
PAAA PGIM ETF TR $91.79万0.02%17,903 5333.1% $2.73万 加仓
EPI WISDOMTREE INDIA $91.30万0.02%21,342 -4,809-18.4% -$20.57万 减仓
CASY Caseys Genl Stores Inc $91.29万0.02%1,149 -191-14.3% -$15.18万 减仓
DFSD DIMENSIONAL ETF TRUST $91.20万0.02%19,099 3,58723.1% $17.13万 加仓
SCHZ SCHWAB STRATEGIC TR $91.19万0.02%39,425 -1,421-3.5% -$3.29万 减仓
IONQ IONQ INC $90.22万0.02%16,939 16,939— $90.22万 新建仓
BNDX VANGUARD CHARLOTTE FDS $88.14万0.02%18,199 7,41768.8% $35.92万 加仓
LEN LENNAR CORP $87.50万0.02%9,670 2,04026.7% $18.46万 加仓
CRWV COREWEAVE INC $87.50万0.02%8,790 6197.6% $6.16万 加仓
IMCG ISHARES MORNINGSTAR $87.48万0.02%8,899 100.1% $983 加仓
LRGE LEGG MASON ETF INVT $87.48万0.02%10,212 -317-3.0% -$2.72万 减仓
— PACER FDS TR $86.85万0.02%14,731 8,299129.0% $48.93万 加仓
PNC PNC FINL SVCS GROUP INC $86.76万0.02%3,524 -256-6.8% -$6.30万 减仓
IHI ISHARES U S $86.74万0.02%17,555 -3,126-15.1% -$15.45万 减仓
CGBL CAPITAL GROUP CORE BALANCED $86.37万0.02%22,754 3141.4% $1.19万 加仓
DGT SPDR SER TR $85.64万0.02%4,635 3919.2% $7.22万 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $85.54万0.02%39,167 9,10030.3% $19.87万 加仓
NVS NOVARTIS AG $85.41万0.02%5,450 1082.0% $1.69万 加仓
GOVT ISHARES TR $85.29万0.02%37,443 5331.4% $1.21万 加仓
TIP ISHARES TIPS $85.16万0.02%7,782 2,23040.2% $24.40万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $84.94万0.02%33,880 -312-0.9% -$7,822 减仓
XOVR ENTREPRENEURSHARES SERIES TR $84.77万0.02%40,273 40,273— $84.77万 新建仓
VGK VANGUARD FTSE $84.77万0.02%9,574 2,38333.1% $21.10万 加仓
SCHR SCHWAB STRATEGIC TR $84.74万0.02%34,362 -2,510-6.8% -$6.19万 减仓
— INNOVATOR ETFS TRUST $84.59万0.02%23,588 -35,378-60.0% -$126.87万 减仓
HAL Halliburton Company $84.51万0.02%24,893 18,472287.7% $62.71万 加仓
SPLV INVESCO EXCHANGE $84.32万0.02%11,258 -1,608-12.5% -$12.04万 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $84.08万0.02%69,541 1,9842.9% $2.40万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $83.77万0.02%9,779 -2,849-22.6% -$24.41万 减仓
XBGYX BLACKROCK ENHANCED INTL DIV $83.44万0.02%145,365 5420.4% $3,111 加仓
— TWO ROADS $83.29万0.02%18,635 -340-1.8% -$1.52万 减仓
VRTX VERTEX PHARMACEUTICALS INC $82.21万0.02%1,655 -42-2.5% -$2.09万 减仓
FTQI FIRST TR EXCHANGE TRADED FD $82.06万0.02%37,149 4,15412.6% $9.18万 加仓
KNSL Kinsale Capital Group Inc $81.89万0.02%2,483 -259-9.4% -$8.54万 减仓
DOCT FIRST TR EXCHNG TRADED FD VI $80.89万0.02%17,329 00.0% — 不变
— SERIES PORTFOLIOS TR $80.67万0.02%31,493 -1,236-3.8% -$3.17万 减仓
WCLD WISDOMTREE TR $80.54万0.02%25,125 -1,000-3.8% -$3.21万 减仓
APH AMPHENOL CORP $79.89万0.02%4,531 95626.7% $16.86万 加仓
FSK Fs Kkr Capital Corp New $79.87万0.02%76,065 -26,038-25.5% -$27.34万 减仓
GPIQ GOLDMAN SACHS ETF TR $79.59万0.02%13,420 -587-4.2% -$3.48万 减仓
EXC Exelon Corp $79.25万0.02%17,000 -645-3.7% -$3.01万 减仓
QTUM ETF SER SOLUTIONS $79.23万0.02%4,791 2,729132.3% $45.13万 加仓
AMT AMERICAN TOWER CORP $79.16万0.02%4,840 -414-7.9% -$6.77万 减仓
PGR PROGRESSIVE CORP $78.81万0.02%3,607 -559-13.4% -$12.21万 减仓
FESM FIDELITY COVINGTON TRUST $78.61万0.02%16,280 16,280— $78.61万 新建仓
GWW Grainger W W Inc $78.25万0.02%575 -35-5.7% -$4.76万 减仓
OBDC BLUE OWL CAPITAL CORP $77.68万0.02%71,462 8091.1% $8,794 加仓
ENB Enbridge Inc $77.46万0.02%14,288 -3,756-20.8% -$20.36万 减仓
SJNK SPDR SERIES TRUST $77.39万0.02%30,920 -88-0.3% -$2,203 减仓
NKE NIKE INC $77.16万0.02%18,797 -1,605-7.9% -$6.59万 减仓
— GLOBAL X FDS $77.01万0.02%28,230 -33,500-54.3% -$91.39万 减仓
FAST FASTENAL CO $76.77万0.02%15,984 4663.0% $2.24万 加仓
SHM SPDR SERIES TRUST $76.54万0.02%15,958 2601.7% $1.25万 加仓
— GLOBAL X FDS $76.36万0.02%27,677 -760-2.7% -$2.10万 减仓
— INVESCO EXCH TRD SLF IDX FD $76.12万0.02%8,568 5346.6% $4.74万 加仓
EWY ISHARES INC $76.10万0.02%3,769 3,769— $76.10万 新建仓
VNOM VIPER ENERGY $76.03万0.02%17,932 10,496141.2% $44.50万 加仓
DOV Dover Corp $75.73万0.02%3,377 -266-7.3% -$5.97万 减仓
MSI MOTOROLA SOLUTIONS INC $75.19万0.02%1,810 170.9% $7,062 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.02%1 00.0% — 不变
ZECP ZACKS TRUST $74.83万0.02%19,829 2,14712.1% $8.10万 加仓
BALT INNOVATOR ETFS TRUST $74.79万0.02%21,824 -8,808-28.8% -$30.18万 减仓
DLN WISDOMTREE U S $74.48万0.02%7,733 360.5% $3,467 加仓
TFC TRUIST FINL CORP $74.41万0.02%14,936 3252.2% $1.62万 加仓
SCHW SCHWAB CHARLES CORP $74.33万0.02%8,056 -18-0.2% -$1,661 减仓
DFAI DIMENSIONAL ETF TRUST $73.95万0.02%17,926 1,1486.8% $4.74万 加仓
CTVA Corteva Inc $73.36万0.02%8,662 -823-8.7% -$6.97万 减仓
ACWX ISHARES TR $72.95万0.02%9,585 1,73522.1% $13.21万 加仓
VRT VERTIV HOLDINGS CO $72.91万0.02%2,178 23912.3% $8.00万 加仓