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
HSY Hershey Company $70.45万0.02%3,389 1,868122.8% $38.83万 加仓
MCHI ISHARES MSCI $70.24万0.02%12,503 -577-4.4% -$3.24万 减仓
IRM Iron Mountain Inc $70.15万0.02%6,868 -9,461-57.9% -$96.64万 减仓
IMCG ISHARES MORNINGSTAR $70.02万0.02%8,889 -125-1.4% -$9,846 减仓
TSCO Tractor Supply Co $69.60万0.02%15,364 -634-4.0% -$2.87万 减仓
IYF ISHARES U S $69.59万0.02%5,915 -250-4.1% -$2.94万 减仓
GPIQ GOLDMAN SACHS ETF TR $69.32万0.02%14,007 8326.3% $4.12万 加仓
IBMQ ISHARES TR $69.29万0.02%27,140 27,140— $69.29万 新建仓
— INVESCO EXCH TRD SLF IDX FD $69.21万0.02%8,034 -414-4.9% -$3.57万 减仓
ESGU ISHARES ESG $69.06万0.02%4,884 -15-0.3% -$2,121 减仓
DLN WISDOMTREE U S $68.75万0.02%7,697 320.4% $2,858 加仓
JTEK J P MORGAN EXCHANGE TRADED F $68.71万0.02%8,639 -111-1.3% -$8,829 减仓
KKR Kkr & Co Inc $68.43万0.02%7,398 -2,173-22.7% -$20.10万 减仓
SRVR PACER DATA $67.89万0.02%21,746 2751.3% $8,585 加仓
— GLOBAL X FDS $67.75万0.02%28,437 28,437— $67.75万 新建仓
EIPI FIRST TR EXCHNG TRADED FD VI $67.62万0.02%30,067 6002.0% $1.35万 加仓
EMLC VANECK ETF TRUST $67.44万0.02%26,859 8753.4% $2.20万 加仓
FXI ISHARES CHINA $67.30万0.02%18,747 7404.1% $2.66万 加仓
TFC Truist Financial Corp $67.17万0.02%14,611 1,32410.0% $6.09万 加仓
FAPR FIRST TR EXCHANG TRADED FD VI $66.91万0.02%14,899 -1,167-7.3% -$5.24万 减仓
YUM Yum Brands Inc $66.81万0.02%4,297 54214.4% $8.43万 加仓
SPGI S&p Global Inc $66.75万0.02%1,569 -18-1.1% -$7,658 减仓
GWW Grainger W W Inc $66.56万0.02%610 20.3% $2,182 加仓
LEN LENNAR CORP $66.26万0.02%7,630 75611.0% $6.57万 加仓
PEG Public Service Enterprise Group Inc $65.79万0.02%8,127 7089.5% $5.73万 加仓
FTQI FIRST TRUST $65.73万0.02%32,995 8,80436.4% $17.54万 加仓
DFAI DIMENSIONAL INTL $65.37万0.02%16,778 3,33824.8% $13.00万 加仓
— Unilever Plc Sponsored Adr New $65.13万0.02%11,432 1,56915.9% $8.94万 加仓
HYDB ISHARES TR $64.97万0.02%13,966 -9,002-39.2% -$41.88万 减仓
EQIX Equinix Inc Par $0.001 $64.82万0.02%661 498.0% $4.81万 加仓
MDLZ Mondelez International Inc Cl A $64.49万0.01%11,189 4,94279.1% $28.49万 加仓
BUFD FIRST TRUST $64.48万0.01%23,027 1,0084.6% $2.82万 加仓
EQNR Equinor Asa Spon Adr $64.00万0.01%15,165 -475-3.0% -$2.00万 减仓
AIQ GLOBAL X FDS $63.62万0.01%13,632 -10,887-44.4% -$50.81万 减仓
FMB FIRST TRUST $63.57万0.01%12,549 -684-5.2% -$3.47万 减仓
ARM ARM HOLDINGS $63.48万0.01%4,196 1714.2% $2.59万 加仓
GPIX GOLDMAN SACHS ETF TR $63.46万0.01%12,682 1,26811.1% $6.34万 加仓
Q QNITY ELECTRONICS INC $63.32万0.01%5,488 2,46081.2% $28.39万 加仓
CRWV COREWEAVE INC $63.30万0.01%8,171 -120-1.4% -$9,296 减仓
NTSI WISDOMTREE TR $63.05万0.01%14,327 680.5% $2,993 加仓
LULU Lululemon Athletica Inc $62.86万0.01%4,106 -517-11.2% -$7.92万 减仓
DHT DHT HOLDINGS INC $62.59万0.01%34,260 34,260— $62.59万 新建仓
— Totalenergies Se Spon Adr $62.56万0.01%6,876 300.4% $2,730 加仓
NTSX WISDOMTREE U S $62.45万0.01%11,975 790.7% $4,120 加仓
VALE VALE S A $62.37万0.01%39,203 39,203— $62.37万 新建仓
CGGO CAPITAL GROUP GBL GROWTH EQT $62.01万0.01%18,584 6,99560.4% $23.34万 加仓
XTEN BONDBLOXX ETF TRUST $61.86万0.01%13,488 -5,103-27.4% -$23.40万 减仓
MPLX MPLX LP $61.44万0.01%10,766 1,01410.4% $5.79万 加仓
BAR GRANITRESHARES GLD TR $61.42万0.01%13,315 -579-4.2% -$2.67万 减仓
RIO RIO TINTO PLC $61.32万0.01%6,573 1,10420.2% $10.30万 加仓
— FIDELITY MERRIMACK STR TR $61.28万0.01%12,110 5,68088.3% $28.74万 加仓
GM General Motors Co $61.28万0.01%8,225 -275-3.2% -$2.05万 减仓
TIP ISHARES TIPS $61.27万0.01%5,552 -62-1.1% -$6,842 减仓
FPX FIRST TRUST $61.27万0.01%3,858 -3,050-44.2% -$48.43万 减仓
TBIL RBB US $60.76万0.01%12,186 -6,250-33.9% -$31.16万 减仓
MLRG ISHARES MORNINGSTAR $60.32万0.01%6,713 10.0% $90 加仓
BKNG Booking Holdings Inc $60.23万0.01%143 1310.0% $5.48万 加仓
JCI Johnson Controls Intl Plc $60.19万0.01%4,597 43810.5% $5.74万 加仓
BDYN BLACKROCK ETF TRUST $59.97万0.01%24,668 24,668— $59.97万 新建仓
SRE Sempra $59.84万0.01%6,158 91517.5% $8.89万 加仓
ZECP ZACKS TRUST $59.82万0.01%17,682 2,66817.8% $9.03万 加仓
VCR VANGUARD CONSUMER $59.55万0.01%1,659 -96-5.5% -$3.45万 减仓
INTU Intuit Inc $59.36万0.01%1,373 -331-19.4% -$14.31万 减仓
VGK VANGUARD FTSE $59.27万0.01%7,191 1,66230.1% $13.70万 加仓
— NUVEEN ARIZONA QLTY MUN INC $59.04万0.01%49,240 49,240— $59.04万 新建仓
ADSK Autodesk Inc $59.04万0.01%2,466 160.7% $3,830 加仓
TNK TEEKAY CORPORATION LTD $58.99万0.01%8,045 310.4% $2,273 加仓
PAYX Paychex Inc $58.98万0.01%6,403 1933.1% $1.78万 加仓
— DESTRA MULTI-ALTERNATIVE FD $58.60万0.01%72,262 4040.6% $3,276 加仓
FNX FIRST TRUST $58.58万0.01%4,568 -34-0.7% -$4,360 减仓
PHO INVESCO WATER $58.32万0.01%8,723 90.1% $602 加仓
BP Bp Plc Spon Adr $57.95万0.01%12,330 -79-0.6% -$3,713 减仓
BIDU Baidu Inc Spon Adr Repstg Ord Shs Cl A $57.84万0.01%5,191 -4,567-46.8% -$50.89万 减仓
FEX FIRST TRUST $57.79万0.01%4,740 2024.5% $2.46万 加仓
APD Air Products & Chemicals Inc $57.66万0.01%1,985 522.7% $1.51万 加仓
POCT INNOVATOR ETFS TRUST $57.53万0.01%13,345 -2,426-15.4% -$10.46万 减仓
— TWO ROADS $57.38万0.01%25,604 -167-0.6% -$3,742 减仓
KDP Keurig Dr Pepper Inc $57.27万0.01%21,752 -248-1.1% -$6,530 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $57.25万0.01%14,900 14,900— $57.25万 新建仓
CAE Cae Inc $57.02万0.01%21,888 00.0% — 不变
HOOD ROBINHOOD MKTS INC $56.94万0.01%8,216 3,86889.0% $26.81万 加仓
SMR NUSCALE PWR CORP $56.84万0.01%52,431 52,431— $56.84万 新建仓
MET Metlife Inc $56.76万0.01%8,026 801.0% $5,658 加仓
IWO ISHARES RUSSELL $56.59万0.01%1,803 -9-0.5% -$2,825 减仓
CP Canadian Pacific Kansas City LTD $56.19万0.01%7,143 -326-4.4% -$2.56万 减仓
NGG National Grid Plc Spon Adr New 2017 $55.95万0.01%6,613 -173-2.5% -$1.46万 减仓
LVS Las Vegas Sands Corp $55.37万0.01%10,276 6586.8% $3.55万 加仓
RCL Royal Caribbean Group $54.84万0.01%1,993 1417.6% $3.88万 加仓
MKL Markel Corp $54.74万0.01%286 31.1% $5,742 加仓
APP Applovin Corp $54.57万0.01%1,371 25723.1% $10.23万 加仓
EQIN COLUMBIA ETF TR I $54.52万0.01%11,092 -2,996-21.3% -$14.72万 减仓
RITM Rithm Capital Corp $54.20万0.01%57,173 -152-0.3% -$1,441 减仓
VPL VANGUARD FTSE $54.16万0.01%5,541 -67-1.2% -$6,548 减仓
PCN PIMCO CORPORATE $53.89万0.01%45,282 32,856264.4% $39.10万 加仓
— GLOBAL X FINTECH $53.83万0.01%23,305 23,305— $53.83万 新建仓
ACWX ISHARES TR $53.75万0.01%7,850 7,850— $53.75万 新建仓
CARR Carrier Global Corp $53.70万0.01%9,536 1691.8% $9,517 加仓
DLS WISDOMTREE INTL $53.40万0.01%6,553 -13-0.2% -$1,059 减仓
VCSH VANGUARD SHORT $53.12万0.01%6,702 -1,541-18.7% -$12.21万 减仓
IHDG WISDOMTREE TRUST $53.03万0.01%11,014 50.0% $241 加仓