Refined Wealth Management
SALT LAKE CITY UT · SEC CIK 0001724729
$1.58亿2026Q1 申报市值
50持仓数
64.9%前十大占比 · 第一大 11.3%
14 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$1,630.93万
RSP 加仓+$1,197.35万
CVX 新建仓+$919.37万
PYLD 新建仓+$813.47万
BINC 新建仓+$769.44万
2026Q1 卖出最多 按季末市值估算
VSGX 减仓-$1,651.59万
BNDX 减仓-$1,453.74万
SRLN 减仓-$837.12万
BIV 清仓-$763.77万
VTV 减仓-$554.46万
2026Q1 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 | $1,792.11万 | 11.31% | 279,667 | 254,515 | 1,011.9% | $1,630.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,339.23万 | 8.45% | 23,203 | -2,423 | -9.5% | -$139.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,258.04万 | 7.94% | 65,550 | 62,388 | 1,973.1% | $1,197.35万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,032.84万 | 6.52% | 59,151 | 633 | 1.1% | $11.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $919.37万 | 5.80% | 44,436 | 44,436 | — | $919.37万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $904.40万 | 5.71% | 245,693 | 45,927 | 23.0% | $169.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $813.47万 | 5.13% | 310,486 | 310,486 | — | $813.47万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $769.44万 | 4.86% | 148,168 | 148,168 | — | $769.44万 | 新建仓 |
| GLD | SPDR GOLD TR | $734.68万 | 4.64% | 17,074 | 527 | 3.2% | $22.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $716.46万 | 4.52% | 36,517 | -28,260 | -43.6% | -$554.46万 | 减仓 |
| MPC | MARATHON PETE CORP | $610.24万 | 3.85% | 24,991 | 24,991 | — | $610.24万 | 新建仓 |
| EMXC | ISHARES INC | $609.10万 | 3.84% | 77,434 | 77,434 | — | $609.10万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $569.14万 | 3.59% | 228,477 | 228,477 | — | $569.14万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $557.55万 | 3.52% | 116,594 | 116,594 | — | $557.55万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $442.62万 | 2.79% | 854,471 | 46,534 | 5.8% | $24.10万 | 加仓 |
| PICK | ISHARES INC | $439.60万 | 2.77% | 77,682 | 77,682 | — | $439.60万 | 新建仓 |
| REMX | VANECK ETF TRUST | $334.24万 | 2.11% | 37,982 | 37,982 | — | $334.24万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $240.54万 | 1.52% | 21,774 | 21,774 | — | $240.54万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $237.17万 | 1.50% | 16,354 | 16,354 | — | $237.17万 | 新建仓 |
| — | BITWISE XRP ETF | $223.35万 | 1.41% | 148,603 | 148,603 | — | $223.35万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $196.07万 | 1.24% | 422,565 | 5,219 | 1.3% | $2.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $91.42万 | 0.58% | 1,530 | -436 | -22.2% | -$26.05万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $84.94万 | 0.54% | 14,209 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $84.55万 | 0.53% | 4,848 | -1,962 | -28.8% | -$34.22万 | 减仓 |
| AAPL | APPLE INC | $76.35万 | 0.48% | 3,008 | -203 | -6.3% | -$5.15万 | 减仓 |
| NULG | NUSHARES ETF TR | $70.36万 | 0.44% | 7,737 | -4,773 | -38.2% | -$43.41万 | 减仓 |
| AMZN | AMAZON COM INC | $60.98万 | 0.38% | 2,928 | -2,204 | -42.9% | -$45.90万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $60.41万 | 0.38% | 8,422 | -230,251 | -96.5% | -$1,651.59万 | 减仓 |
| UNP | UNION PAC CORP | $59.98万 | 0.38% | 2,472 | 13 | 0.5% | $3,154 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $50.34万 | 0.32% | 10,476 | -302,559 | -96.7% | -$1,453.74万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $45.64万 | 0.29% | 11,371 | -208,556 | -94.8% | -$837.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.21万 | 0.26% | 860 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.84万 | 0.21% | 574 | -161 | -21.9% | -$9.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $32.39万 | 0.20% | 875 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $32.18万 | 0.20% | 3,712 | -54,294 | -93.6% | -$470.67万 | 减仓 |
| — | TIDAL TRUST II | $32.07万 | 0.20% | 14,433 | -20,133 | -58.2% | -$44.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $30.24万 | 0.19% | 1,053 | -12,310 | -92.1% | -$353.53万 | 减仓 |
| GLDM | WORLD GOLD TR | $28.47万 | 0.18% | 3,072 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $25.58万 | 0.16% | 3,423 | -63,331 | -94.9% | -$473.21万 | 减仓 |
| SUSA | ISHARES TR | $23.61万 | 0.15% | 1,787 | -25 | -1.4% | -$3,303 | 减仓 |
| VB | VANGUARD INDEX FDS | $23.50万 | 0.15% | 897 | -13,270 | -93.7% | -$347.67万 | 减仓 |
| TSLA | TESLA INC | $22.53万 | 0.14% | 606 | -135 | -18.2% | -$5.02万 | 减仓 |
| CCJ | CAMECO CORP | $21.18万 | 0.13% | 1,950 | 1,950 | — | $21.18万 | 新建仓 |
| ETN | EATON CORP PLC | $21.10万 | 0.13% | 590 | -51 | -8.0% | -$1.82万 | 减仓 |
| — | EXXON MOBIL CORP | $20.78万 | 0.13% | 1,225 | 1,225 | — | $20.78万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $12.76万 | 0.08% | 11,000 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $9.75万 | 0.06% | 12,860 | -161,272 | -92.6% | -$122.24万 | 减仓 |
| DNN | DENISON MINES CORP | $3.83万 | 0.02% | 10,850 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC | $2.34万 | 0.01% | 41,621 | 460 | 1.1% | $258 | 加仓 |
| URG | UR-ENERGY INC | $1.61万 | 0.01% | 10,800 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -98,070 | -100.0% | -$763.77万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -9,677 | -100.0% | -$52.02万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,143 | -100.0% | -$31.91万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -942 | -100.0% | -$28.46万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,517 | -100.0% | -$26.05万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |