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
DFAX DIMENSIONAL ETF TRUST $52.99万0.01%15,600 00.0% — 不变
OUNZ VANECK MERK $52.86万0.01%11,734 -2,214-15.9% -$9.97万 减仓
SONY Sony Group Corp Adr New $52.86万0.01%25,537 -29-0.1% -$600 减仓
SOXQ INVESCO EXCH TRADED FD TR II $52.86万0.01%8,854 -8,367-48.6% -$49.95万 减仓
LNG Cheniere Energy Inc New $52.72万0.01%1,858 -2,945-61.3% -$83.56万 减仓
SKYY FIRST TRUST $52.69万0.01%4,818 -209-4.2% -$2.29万 减仓
PSEP INNOVATOR ETFS TRUST $52.62万0.01%12,220 -11,253-47.9% -$48.46万 减仓
ICLN ISHARES GLOBAL $52.52万0.01%28,713 -4,685-14.0% -$8.57万 减仓
— INNOVATOR ETFS TRUST $52.51万0.01%13,731 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $52.35万0.01%14,581 -621-4.1% -$2.23万 减仓
BHP Bhp Group LTD Spon Adr $51.97万0.01%7,145 -867-10.8% -$6.31万 减仓
FNV Franco Nevada Corp $51.92万0.01%2,101 401.9% $9,884 加仓
DGRS WISDOMTREE US $51.85万0.01%9,792 -1,123-10.3% -$5.95万 减仓
RKLB ROCKET LAB CORP $51.84万0.01%8,072 8,072— $51.84万 新建仓
BNDX VANGUARD TOTAL $51.81万0.01%10,782 -40-0.4% -$1,922 减仓
TRGP Targa Resources Corp $51.61万0.01%2,058 1447.5% $3.61万 加仓
BRW SABA CAPITAL INCOME & OPRNT $51.22万0.01%75,993 20,67037.4% $13.93万 加仓
MOS Mosaic Company New $51.21万0.01%20,084 20,084— $51.21万 新建仓
HWM HOWMET AEROSPACE INC $50.96万0.01%2,211 28314.7% $6.52万 加仓
CDNS Cadence Design Systems Inc $50.91万0.01%1,832 32521.6% $9.03万 加仓
HEDJ WISDOMTREE TRUST $50.86万0.01%9,724 -460-4.5% -$2.41万 减仓
CORO BLACKROCK ETF TRUST $50.72万0.01%15,774 15,774— $50.72万 新建仓
CW CURTISS WRIGHT CORP $50.61万0.01%743 324.5% $2.18万 加仓
SIVR ABRDN SILVER ETF TRUST $50.43万0.01%7,042 -820-10.4% -$5.87万 减仓
LVHI LEGG MASON ETF INVT $50.40万0.01%12,433 -16-0.1% -$649 减仓
TDIV FIRST TR EXCHANGE-TRADED FD $50.28万0.01%5,368 1,73747.8% $16.27万 加仓
RUNN STRATEGIC TRUST $50.20万0.01%15,586 9306.3% $3.00万 加仓
FITB Fifth Third Bancorp $50.19万0.01%10,803 3002.9% $1.39万 加仓
IGEB ISHARES TR $50.03万0.01%11,102 6,013118.2% $27.09万 加仓
— OCCIDENTAL PETE $50.01万0.01%11,657 120.1% $515 加仓
— KRANESHARES TRUST $49.90万0.01%20,613 20,613— $49.90万 新建仓
RHHBY Roche Holding Limited Sponsored Adr $49.71万0.01%10,000 2,25229.1% $11.19万 加仓
NTRS NORTHERN TR CORP $49.66万0.01%3,558 2176.5% $3.03万 加仓
SMOT VANECK MORNINGSTAR $49.64万0.01%14,108 830.6% $2,921 加仓
GEHC Ge Healthcare Technologies Inc $49.53万0.01%6,959 -635-8.4% -$4.52万 减仓
CATH GLOBAL X $49.34万0.01%6,314 2103.4% $1.64万 加仓
SKYD PARAMOUNT SKYDANCE CORP $49.22万0.01%54,564 -1,883-3.3% -$1.70万 减仓
DGX QUEST DIAGNOSTICS INC $49.05万0.01%2,503 220.9% $4,311 加仓
SYY Sysco Corp $48.96万0.01%6,863 75012.3% $5.35万 加仓
MNST Monster Beverage Corp New $48.91万0.01%6,750 3124.8% $2.26万 加仓
MRSH MARSH & MCLENNAN COS INC $48.71万0.01%2,808 501.8% $8,673 加仓
VLUE ISHARES MSCI $48.64万0.01%3,421 541.6% $7,678 加仓
WRB Berkley W R Corp $48.58万0.01%7,329 -466-6.0% -$3.09万 减仓
VRT VERTIV HOLDINGS CO $48.58万0.01%1,939 1759.9% $4.38万 加仓
BOTZ GLOBAL X $48.48万0.01%14,594 5634.0% $1.87万 加仓
SPSB SPDR PORTFOLIO $48.42万0.01%16,104 -1,106-6.4% -$3.33万 减仓
— DIMENSIONAL US $48.15万0.01%12,390 8097.0% $3.14万 加仓
AXON Axon Enterprise Inc $47.95万0.01%1,129 -1,070-48.7% -$45.44万 减仓
NEM Newmont Corp $47.75万0.01%4,411 -830-15.8% -$8.99万 减仓
BAH Booz Allen Hamilton Holding Corp Cl A $47.59万0.01%6,099 3,220111.8% $25.12万 加仓
IMCB ISHARES MORNINGSTAR $47.12万0.01%5,648 -17-0.3% -$1,418 减仓
MEAR ISHARES U S ETF TR $47.07万0.01%9,350 1,88825.3% $9.50万 加仓
TMUS T-mobile Us Inc $46.40万0.01%2,209 -166-7.0% -$3.49万 减仓
— INVESCO S&P $46.07万0.01%7,555 6679.7% $4.07万 加仓
PFG Principal Financial Group Inc $45.95万0.01%5,099 -151-2.9% -$1.36万 减仓
AVMC AMERICAN CENTY ETF TR $45.80万0.01%10,000 10,000— $45.80万 新建仓
CBRE CBRE GROUP INC $45.65万0.01%3,370 1,903129.7% $25.78万 加仓
UNM Unum Group $45.60万0.01%6,245 4958.6% $3.61万 加仓
ZM Zoom Video Communications Inc Cl A $45.57万0.01%5,668 3,268136.2% $26.27万 加仓
REGN Regeneron Pharmaceuticals Inc $45.34万0.01%587 -6-1.0% -$4,634 减仓
APH AMPHENOL CORP NEW $45.17万0.01%3,575 41213.0% $5.21万 加仓
IXC ISHARES GLOBAL $44.75万0.01%7,768 1,40022.0% $8.07万 加仓
— SPDR S&P $44.65万0.01%5,707 2,72591.4% $21.32万 加仓
FXD FIRST TRUST $44.56万0.01%6,961 110.2% $704 加仓
PTLC PACER TRENDPILOT $44.55万0.01%8,492 -688-7.5% -$3.61万 减仓
DFGP DIMENSIONAL ETF TRUST $44.46万0.01%8,476 8,476— $44.46万 新建仓
JAVA JPMORGAN ACTIVE $44.40万0.01%6,187 6,187— $44.40万 新建仓
CARY ANGEL OAK FUNDS TRUST $44.06万0.01%21,211 2641.3% $5,484 加仓
IXN ISHARES GLOBAL $44.06万0.01%4,407 -137-3.0% -$1.37万 减仓
HIMS Hims & Hers Health Inc $43.78万0.01%21,088 21,088— $43.78万 新建仓
— Seabridge Gold Inc $43.74万0.01%15,435 5003.3% $1.42万 加仓
QXO QXO INC $43.70万0.01%22,505 -5,221-18.8% -$10.14万 减仓
WDAY Workday Inc $43.56万0.01%3,353 3,353— $43.56万 新建仓
HAFN HAFNIA LTD $43.49万0.01%57,220 00.0% — 不变
— Warner Bros Discovery Inc Ser A $43.32万0.01%15,776 -2,721-14.7% -$7.47万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $43.27万0.01%12,250 4754.0% $1.68万 加仓
GRMN Garmin LTD $43.23万0.01%1,863 -248-11.7% -$5.75万 减仓
LCTU BLACKROCK U S $43.12万0.01%6,149 2,22056.5% $15.57万 加仓
TOST Toast Inc Cl A $43.09万0.01%16,255 -498-3.0% -$1.32万 减仓
ES Eversource Energy $43.05万0.01%6,215 1,10621.6% $7.66万 加仓
BIZD VANECK BDC $42.97万0.01%33,571 -1,989-5.6% -$2.55万 减仓
FISV FISERV INC $42.72万0.01%7,656 200.3% $1,116 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $42.52万0.01%16,011 7,11880.0% $18.90万 加仓
— Chart Inds Inc $42.51万0.01%2,056 10.0% $207 加仓
DBA INVESCO MULTI $42.46万0.01%15,541 5,37852.9% $14.69万 重新持有
VIS VANGUARD INDUSTRIALS $42.24万0.01%1,353 50.4% $1,561 加仓
INFL LISTED HORIZON $42.14万0.01%8,094 -7,765-49.0% -$40.43万 减仓
ABNB Airbnb Inc Cl A $42.06万0.01%3,331 -622-15.7% -$7.85万 减仓
SPLB SPDR PORTFOLIO $42.03万0.01%18,914 -41-0.2% -$911 减仓
XLG INVESCO EXCHANGE TRADED FD T $42.01万0.01%7,702 -2,501-24.5% -$13.64万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $41.83万0.01%15,929 3,03823.6% $7.98万 加仓
PFFD GLOBAL X $41.59万0.01%22,602 -541-2.3% -$9,954 减仓
HII HUNTINGTON INGALLS INDS INC $41.58万0.01%1,094 -34-3.0% -$1.29万 减仓
FWD AB ACTIVE ETFS INC $41.57万0.01%3,829 3,829— $41.57万 新建仓
MTB M&t Bank Corp $41.50万0.01%2,008 452.3% $9,301 加仓
BE Bloom Energy Corp Cl A $41.35万0.01%3,052 3,052— $41.35万 新建仓
— ABRDN GLOBAL $41.29万0.01%37,366 -78,025-67.6% -$86.22万 重新持有
NVT Nvent Electric Plc Voting Usd 0.01 $41.20万0.01%3,483 3,483— $41.20万 新建仓
XSW SPDR S&P $40.91万0.01%2,875 2,875— $40.91万 新建仓
— CBRE GLOBAL $40.82万0.01%92,978 00.0% — 不变