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
AAPL Apple Inc $1.15亿2.67%453,422 5,4521.2% $138.37万 加仓
SPYV SPDR PORTFOLIO $9,318.17万2.16%1,646,902 185,10812.7% $1,047.34万 加仓
NVDA Nvidia Corp $9,032.39万2.10%517,912 5020.1% $8.75万 加仓
USFR WISDOMTREE FLOATING $8,968.90万2.08%1,781,664 -133,616-7.0% -$672.62万 减仓
TSLA Tesla Inc $7,313.01万1.70%196,718 1,3300.7% $49.44万 加仓
QQQ INVESCO QQQ $7,271.55万1.69%125,984 -15,136-10.7% -$873.62万 减仓
IVV ISHARES CORE $6,717.49万1.56%102,838 2840.3% $18.55万 加仓
SPYG SPDR PORTFOLIO $6,384.90万1.48%652,119 68,68511.8% $672.49万 加仓
TLT ISHARES 20plus $6,261.06万1.45%722,236 226,85645.8% $1,966.62万 加仓
DYNF BLACKROCK ETF TRUST $5,762.94万1.34%990,537 265,40036.6% $1,544.10万 加仓
BUFR FIRST TRUST $5,629.17万1.31%1,666,914 -12,749-0.8% -$43.05万 减仓
TFI SPDR NUVEEN $5,607.02万1.30%741,800 -263-0.0% -$1.99万 减仓
— SPDR S&P 500 ETF TR $5,166.67万1.20%79,446 79,446— $5,166.67万 新建仓
MSFT Microsoft Corp $5,107.00万1.18%137,964 15,50412.7% $573.91万 加仓
IWM ISHARES RUSSELL $4,624.99万1.07%186,492 -2,556-1.4% -$63.39万 减仓
AMZN Amazon.com Inc $4,483.68万1.04%215,282 7,3303.5% $152.66万 加仓
QUAL ISHARES MSCI $3,985.03万0.92%207,760 -10,768-4.9% -$206.54万 减仓
OMFL INVESCO RUSSELL $3,732.34万0.87%620,816 58,73210.4% $353.10万 加仓
AVEM AVANTIS EMERGING $3,728.76万0.87%462,739 -21,076-4.4% -$169.83万 减仓
YEAR AB ACTIVE $3,431.04万0.80%679,751 258,31861.3% $1,303.86万 加仓
EFV ISHARES MSCI $3,311.61万0.77%445,408 -18,701-4.0% -$139.04万 减仓
LLY Eli Lilly & Co $3,260.64万0.76%35,451 5,23017.3% $481.03万 加仓
ASTS Ast Spacemobile Inc Cl A $3,154.82万0.73%380,695 10,0162.7% $83.00万 加仓
BIL SPDR BLOOMBERG $3,040.18万0.71%331,752 113,83952.2% $1,043.22万 加仓
LQD ISHARES IBOXX $3,011.41万0.70%276,301 100,27857.0% $1,092.93万 加仓
XLK SECTOR TECHNOLOGY $2,985.28万0.69%224,626 -4,056-1.8% -$53.90万 减仓
PULS PGIM ULTRA $2,625.26万0.61%530,350 242,66184.3% $1,201.18万 加仓
META Meta Platforms Inc Cl A $2,537.89万0.59%44,359 1,7974.2% $102.81万 加仓
GOOG Alphabet Inc Cl C $2,502.51万0.58%87,238 7930.9% $22.75万 加仓
GOOGL Alphabet Inc Cl A $2,496.65万0.58%86,822 3,0163.6% $86.73万 加仓
XLI INDUSTRIAL SELECT $2,417.50万0.56%149,478 35,94531.7% $581.34万 加仓
AVGO Broadcom Inc $2,358.10万0.55%76,188 5,2737.4% $163.20万 加仓
SSUS STRATEGY DAY $2,313.86万0.54%495,627 -18,190-3.5% -$84.92万 减仓
BINC BLACKROCK FLEXIBLE $2,308.52万0.54%444,545 27,0986.5% $140.72万 加仓
SPTI SPDR INTERMEDIATE $2,265.84万0.53%790,591 717,105975.8% $2,055.23万 加仓
BAI BLACKROCK ETF TRUST $2,253.52万0.52%683,919 145,60227.0% $479.76万 加仓
COWZ PACER US $2,208.88万0.51%353,082 -4,260-1.2% -$26.65万 减仓
TLH ISHARES 10-20YR $2,204.17万0.51%218,841 -21,884-9.1% -$220.42万 减仓
WMT Walmart Inc $2,200.64万0.51%177,071 14,6879.0% $182.53万 加仓
JPM Jpmorgan Chase & Co $2,128.36万0.49%72,354 5,1337.6% $150.99万 加仓
JAAA JANUS DETROIT $2,123.23万0.49%421,526 194,86186.0% $981.52万 加仓
GLD SPDR GOLD $2,026.09万0.47%47,087 -3,117-6.2% -$134.12万 减仓
SPAB SPDR PORTFOLIO $1,918.50万0.45%748,829 -15,680-2.1% -$40.17万 减仓
THRO BLACKROCK ETF TRUST $1,896.70万0.44%523,659 82,59918.7% $299.17万 加仓
SPDW SPDR PORTFOLIO $1,855.65万0.43%406,494 11,6923.0% $53.37万 加仓
QQQM INVESCO NASDAQ $1,810.10万0.42%76,176 -90,692-54.3% -$2,155.04万 减仓
SCHF SCHWAB INTL $1,780.71万0.41%719,480 -25,314-3.4% -$62.65万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,778.53万0.41%37,114 -532-1.4% -$25.49万 减仓
VTI VANGUARD INDEX FDS $1,765.81万0.41%55,042 6541.2% $20.98万 加仓
VOO VANGUARD S&P $1,754.45万0.41%29,361 -2,528-7.9% -$151.06万 减仓
IJH ISHARES CORE $1,747.80万0.41%258,819 -2,844-1.1% -$19.21万 减仓
PYLD PIMCO ETF TR $1,727.30万0.40%659,275 6,8691.1% $18.00万 加仓
VUG VANGUARD GROWTH $1,721.88万0.40%39,421 -640-1.6% -$27.95万 减仓
SPHQ INVESCO EXCHANGE $1,682.90万0.39%223,820 17,3798.4% $130.67万 加仓
RDVY FIRST TRUST $1,669.84万0.39%244,557 -15,518-6.0% -$105.96万 减仓
XLF SECTOR FINANCIAL $1,667.98万0.39%337,852 -46,470-12.1% -$229.42万 减仓
EFA ISHARES MSCI $1,666.35万0.39%171,559 18,23111.9% $177.08万 加仓
GLDM WORLD GOLD TR $1,625.68万0.38%175,389 -9,430-5.1% -$87.41万 减仓
EFG ISHARES MSCI $1,603.68万0.37%143,995 95,916199.5% $1,068.22万 加仓
FLXR TCW TR $1,603.66万0.37%408,368 218,833115.5% $859.36万 加仓
ABBV Abbvie Inc $1,599.56万0.37%73,546 13,54222.6% $294.53万 加仓
XLV SECTOR HEALTHCARE $1,573.67万0.37%107,338 -36,682-25.5% -$537.79万 减仓
VUSB VANGUARD BD INDEX FDS $1,554.00万0.36%312,143 187,745150.9% $934.69万 加仓
FLRN SPDR BLOOMBERG $1,547.39万0.36%502,726 -916-0.2% -$2.82万 减仓
PPA INVESCO AEROSPACE $1,510.66万0.35%91,168 8,84310.7% $146.53万 加仓
VTV VANGUARD VALUE $1,486.89万0.34%75,784 -7,013-8.5% -$137.60万 减仓
IWF ISHARES RUSSELL $1,447.98万0.34%33,958 1,9696.2% $83.96万 加仓
JNJ Johnson & Johnson $1,389.47万0.32%56,843 3,1155.8% $76.14万 加仓
IJR ISHARES CORE $1,349.74万0.31%108,578 -503-0.5% -$6.25万 减仓
CVX Chevron Corp $1,323.10万0.31%63,949 24,65062.7% $510.01万 加仓
SPSM SPDR PORTFOLIO $1,321.81万0.31%273,555 21,0408.3% $101.67万 加仓
— Exxon Mobil Corp $1,307.51万0.30%77,066 21,38338.4% $362.79万 加仓
IUSG ISHARES S&P $1,280.24万0.30%82,538 -2,914-3.4% -$45.20万 减仓
XLU SELECT UTILITIES $1,266.94万0.29%276,082 83,67143.5% $383.97万 加仓
AGG ISHARES CORE $1,229.20万0.29%123,824 -7,327-5.6% -$72.74万 减仓
BOXX EA SER $1,203.75万0.28%103,513 -11,655-10.1% -$135.54万 减仓
PG Procter & Gamble Co $1,199.71万0.28%83,060 3,2024.0% $46.25万 加仓
XLE SECTOR ENERGY $1,164.07万0.27%190,022 99,524110.0% $609.68万 加仓
RSP INVESCO S&P $1,159.39万0.27%60,410 -462-0.8% -$8.87万 减仓
SCHX SCHWAB US $1,143.31万0.27%445,910 -11,198-2.4% -$28.71万 减仓
SCHE SCHWAB EMERGING $1,141.49万0.26%346,432 -8,040-2.3% -$26.49万 减仓
SDY SPDR SERIES $1,139.18万0.26%78,058 9071.2% $13.24万 加仓
IAU ISHARES GOLD $1,137.65万0.26%129,044 40,12845.1% $353.77万 加仓
SPBO SPDR CORP $1,125.53万0.26%387,713 -1,677-0.4% -$4.87万 减仓
XBIL RBB US $1,118.06万0.26%223,477 -8,816-3.8% -$44.11万 减仓
COST Costco Wholesale Corp $1,092.86万0.25%10,968 6125.9% $60.98万 加仓
LSGR NATIXIS ETF TRUST II $1,081.46万0.25%274,551 6,9492.6% $27.37万 加仓
V Visa Inc Cl A $997.91万0.23%33,017 10.0% $302 加仓
PZA INVESCO NATIONAL $982.10万0.23%427,373 24,4656.1% $56.22万 加仓
MCD Mcdonalds Corp $970.82万0.23%31,237 -218-0.7% -$6.78万 减仓
HD Home Depot Inc $964.27万0.22%29,319 2,3208.6% $76.30万 加仓
PAVE GLOBAL X $936.51万0.22%184,315 2,0941.1% $10.64万 加仓
FTLS FIRST TRUST $892.11万0.21%126,792 2,6632.1% $18.74万 加仓
AVMV AMERICAN CENTY ETF TR $884.20万0.21%119,197 119,197— $884.20万 新建仓
XLY CONSUMER DISCRETIONARY $883.68万0.21%81,086 -3,765-4.4% -$41.03万 减仓
IYW ISHARES TECHNOLOGY $881.30万0.20%48,578 -4,138-7.8% -$75.07万 减仓
PLTR Palantir Technologies Inc Cl A $876.63万0.20%59,928 -9,777-14.0% -$143.02万 减仓
AVUS AVANTIS U S $873.86万0.20%78,600 -3,434-4.2% -$38.18万 减仓
BSJQ INVESCO BULLETSHARES $835.38万0.19%360,465 16,4044.8% $38.02万 加仓
SMH VANECK SEMICONDUCTOR $834.39万0.19%21,763 -635-2.8% -$24.35万 减仓