Refined Wealth Management
SALT LAKE CITY UT · SEC CIK 0001724729
$1.66亿2026Q2 申报市值
49持仓数
64.7%前十大占比 · 第一大 12.1%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PYLD 加仓+$19.77万
BITB 加仓+$18.00万
BINC 加仓+$15.31万
JPIB 加仓+$13.33万
SCHR 加仓+$12.33万
2026Q2 卖出最多 按季末市值估算
SUSA 清仓-$23.61万
CCJ 清仓-$21.18万
EXXON MOBIL CORP 清仓-$20.78万
MPC 减仓-$19.61万
QQQ 减仓-$13.62万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,996.77万 | 12.05% | 280,248 | 581 | 0.2% | $4.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,695.05万 | 10.23% | 23,018 | -185 | -0.8% | -$13.62万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,404.15万 | 8.47% | 65,994 | 444 | 0.7% | $9.45万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $860.97万 | 5.20% | 58,894 | -257 | -0.4% | -$3.76万 | 减仓 |
| PYLD | PIMCO ETF TR | $843.18万 | 5.09% | 317,941 | 7,455 | 2.4% | $19.77万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $800.78万 | 4.83% | 251,344 | 5,651 | 2.3% | $18.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $796.64万 | 4.81% | 36,555 | 38 | 0.1% | $8,281 | 加仓 |
| EMXC | ISHARES INC | $792.65万 | 4.78% | 77,483 | 49 | 0.1% | $5,013 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $790.83万 | 4.77% | 151,094 | 2,926 | 2.0% | $15.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $745.11万 | 4.50% | 44,951 | 515 | 1.2% | $8.54万 | 加仓 |
| GLD | SPDR GOLD TR | $632.80万 | 3.82% | 17,178 | 104 | 0.6% | $3.83万 | 加仓 |
| MPC | MARATHON PETE CORP | $619.34万 | 3.74% | 24,224 | -767 | -3.1% | -$19.61万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $577.07万 | 3.48% | 119,352 | 2,758 | 2.4% | $13.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $575.75万 | 3.47% | 233,476 | 4,999 | 2.2% | $12.33万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $512.82万 | 3.09% | 844,850 | -9,621 | -1.1% | -$5.84万 | 减仓 |
| PICK | ISHARES INC | $460.20万 | 2.78% | 79,141 | 1,459 | 1.9% | $8.48万 | 加仓 |
| REMX | VANECK ETF TRUST | $339.74万 | 2.05% | 38,389 | 407 | 1.1% | $3.60万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $278.71万 | 1.68% | 16,381 | 27 | 0.2% | $4,594 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $273.71万 | 1.65% | 21,939 | 165 | 0.8% | $2.06万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $243.82万 | 1.47% | 421,102 | -1,463 | -0.3% | -$8,471 | 减仓 |
| — | BITWISE XRP ETF | $179.24万 | 1.08% | 153,726 | 5,123 | 3.4% | $5.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $104.02万 | 0.63% | 1,514 | -16 | -1.0% | -$1.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $96.60万 | 0.58% | 4,828 | -20 | -0.4% | -$4,002 | 减仓 |
| NULG | NUSHARES ETF TR | $85.72万 | 0.52% | 7,323 | -414 | -5.4% | -$4.85万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $84.87万 | 0.51% | 14,209 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $84.15万 | 0.51% | 2,908 | -100 | -3.3% | -$2.89万 | 减仓 |
| AMZN | AMAZON COM INC | $69.55万 | 0.42% | 2,918 | -10 | -0.3% | -$2,383 | 减仓 |
| VSGX | VANGUARD WORLD FD | $69.35万 | 0.42% | 8,422 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $67.56万 | 0.41% | 2,484 | 12 | 0.5% | $3,264 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $50.31万 | 0.30% | 10,388 | -88 | -0.8% | -$4,262 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $45.97万 | 0.28% | 11,411 | 40 | 0.4% | $1,612 | 加仓 |
| — | TIDAL TRUST II | $37.64万 | 0.23% | 14,433 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.93万 | 0.21% | 698 | -162 | -18.8% | -$8.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $33.96万 | 0.20% | 4,215 | 3 | 0.1% | $242 | 加仓 |
| MSFT | MICROSOFT CORP | $32.64万 | 0.20% | 875 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.33万 | 0.20% | 574 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.21万 | 0.16% | 898 | 1 | 0.1% | $303 | 加仓 |
| TLT | ISHARES TR | $25.72万 | 0.16% | 2,976 | -736 | -19.8% | -$6.36万 | 减仓 |
| TSLA | TESLA INC | $25.49万 | 0.15% | 606 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $25.39万 | 0.15% | 3,374 | -49 | -1.4% | -$3,687 | 减仓 |
| ETN | EATON CORP PLC | $24.46万 | 0.15% | 574 | -16 | -2.7% | -$6,818 | 减仓 |
| GLDM | WORLD GOLD TR | $24.40万 | 0.15% | 3,072 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $22.48万 | 0.14% | 4,570 | -1,478 | -24.4% | -$7.27万 | 重新持有 |
| AVGO | BROADCOM INC | $21.95万 | 0.13% | 581 | 0 | 0.0% | — | 重新持有 |
| NXE | NEXGEN ENERGY LTD | $10.33万 | 0.06% | 11,000 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $7.17万 | 0.04% | 12,493 | -367 | -2.9% | -$2,107 | 减仓 |
| DNN | DENISON MINES CORP | $3.32万 | 0.02% | 10,850 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC | $1.74万 | 0.01% | 41,526 | -95 | -0.2% | -$40 | 减仓 |
| URG | UR-ENERGY INC | $1.47万 | 0.01% | 10,800 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -1,787 | -100.0% | -$23.61万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -1,950 | -100.0% | -$21.18万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,225 | -100.0% | -$20.78万 | 清仓 |