Vigilare Wealth Management
SCOTTSDALE AZ · SEC CIK 0001730889
$2.96亿2026Q1 申报市值
109持仓数
63.6%前十大占比 · 第一大 30.3%
15 / 19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
SGOV 加仓+$7,343.15万
BIL 加仓+$2,311.40万
USFR 加仓+$1,142.12万
SPHQ 加仓+$782.17万
STIP 加仓+$317.67万
2026Q1 卖出最多 按季末市值估算
JPIE 减仓-$1,683.05万
GLD 减仓-$1,611.87万
RSP 减仓-$1,201.61万
SPY 减仓-$559.75万
VNLA 减仓-$527.58万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES SHORT QQQ | $171.70万 | 0.58% | 53,340 | 53,340 | — | $171.70万 | 新建仓 |
| RTX | RTX CORPORATION COM | $179.78万 | 0.61% | 9,320 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $185.46万 | 0.63% | 25,185 | -45,535 | -64.4% | -$335.31万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $185.98万 | 0.63% | 9,690 | -62,608 | -86.6% | -$1,201.61万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $197.11万 | 0.67% | 3,415 | -5,857 | -63.2% | -$338.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $201.56万 | 0.68% | 6,852 | -1,248 | -15.4% | -$36.71万 | 减仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $208.00万 | 0.70% | 7,048 | -238 | -3.3% | -$7.02万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $233.94万 | 0.79% | 50,440 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $243.13万 | 0.82% | 2,440 | -50 | -2.0% | -$4.98万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $257.25万 | 0.87% | 35,172 | 29,846 | 560.4% | $218.29万 | 加仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $260.86万 | 0.88% | 26,829 | 20,186 | 303.9% | $196.27万 | 加仓 |
| WMT | WALMART INC COM | $263.61万 | 0.89% | 21,211 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT | $277.18万 | 0.94% | 7,488 | -1,359 | -15.4% | -$50.31万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $290.78万 | 0.98% | 32,120 | -38,323 | -54.4% | -$346.94万 | 减仓 |
| TSLA | TESLA MOTORS INC | $299.22万 | 1.01% | 8,049 | 312 | 4.0% | $11.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $308.25万 | 1.04% | 17,675 | -333 | -1.8% | -$5.81万 | 减仓 |
| GEV | GE VERNOVA INC COM | $326.29万 | 1.10% | 3,738 | 92 | 2.5% | $8.03万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $380.75万 | 1.29% | 82,646 | -365,325 | -81.6% | -$1,683.05万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $424.05万 | 1.43% | 37,824 | -27,653 | -42.2% | -$310.02万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $502.28万 | 1.70% | 48,562 | 30,714 | 172.1% | $317.67万 | 加仓 |
| GLD | SPDR GOLD ETF | $514.02万 | 1.74% | 11,946 | -37,460 | -75.8% | -$1,611.87万 | 减仓 |
| GOOGL | GOOGLE INC | $551.22万 | 1.86% | 19,169 | -370 | -1.9% | -$10.64万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $557.98万 | 1.89% | 25,945 | 959 | 3.8% | $20.62万 | 加仓 |
| AMZN | AMAZON.COM INC | $585.95万 | 1.98% | 28,134 | -244 | -0.9% | -$5.08万 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $660.78万 | 2.23% | 135,239 | -107,978 | -44.4% | -$527.58万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $764.54万 | 2.58% | 11,756 | -8,607 | -42.3% | -$559.75万 | 减仓 |
| AAPL | APPLE INC | $854.04万 | 2.89% | 33,652 | 34 | 0.1% | $8,629 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1,181.73万 | 3.99% | 234,750 | 226,881 | 2,883.2% | $1,142.12万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,259.80万 | 4.26% | 216,534 | -10,976 | -4.8% | -$63.86万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,571.50万 | 5.31% | 209,004 | 104,025 | 99.1% | $782.17万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,417.11万 | 8.17% | 263,761 | 252,226 | 2,186.6% | $2,311.40万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8,972.47万 | 30.32% | 891,364 | 729,500 | 450.7% | $7,343.15万 | 加仓 |