Paulson Wealth Management Inc.
West Palm Beach FL · SEC CIK 0001731878
$4.71亿2026Q2 申报市值
146持仓数
65.9%前十大占比 · 第一大 14.7%
11 / 2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
IGSB 新建仓+$1,320.86万
RSP 加仓+$199.62万
IEI 加仓+$109.33万
MDY 加仓+$100.01万
SPSM 加仓+$82.35万
2026Q2 卖出最多 按季末市值估算
NBSD 减仓-$1,400.67万
IWD 减仓-$486.56万
IWM 减仓-$326.56万
EFA 减仓-$186.82万
IWF 减仓-$79.62万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $6,946.07万 | 14.73% | 559,400 | -6,412 | -1.1% | -$79.62万 | 减仓 |
| IWD | ISHARES TR | $6,145.01万 | 13.03% | 253,476 | -20,070 | -7.3% | -$486.56万 | 减仓 |
| IWM | ISHARES TR | $4,131.09万 | 8.76% | 137,497 | -10,869 | -7.3% | -$326.56万 | 减仓 |
| EFA | ISHARES TR | $3,663.08万 | 7.77% | 352,626 | -17,984 | -4.9% | -$186.82万 | 减仓 |
| AAPL | APPLE INC | $2,762.68万 | 5.86% | 95,476 | 155 | 0.2% | $4.49万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,935.34万 | 4.11% | 244,887 | 10,336 | 4.4% | $81.69万 | 加仓 |
| IEI | ISHARES TR | $1,454.69万 | 3.09% | 123,856 | 9,309 | 8.1% | $109.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,355.79万 | 2.88% | 18,155 | -106 | -0.6% | -$7.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,348.47万 | 2.86% | 189,259 | 11,374 | 6.4% | $81.04万 | 加仓 |
| IGSB | ISHARES TR | $1,320.86万 | 2.80% | 252,024 | 252,024 | — | $1,320.86万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $1,074.20万 | 2.28% | 99,629 | -703 | -0.7% | -$7.58万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $976.70万 | 2.07% | 13,887 | 1,422 | 11.4% | $100.01万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $902.69万 | 1.91% | 156,527 | 14,279 | 10.0% | $82.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $871.51万 | 1.85% | 40,960 | 9,382 | 29.7% | $199.62万 | 加仓 |
| PFF | ISHARES TR | $598.82万 | 1.27% | 196,400 | 6,330 | 3.3% | $19.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $547.52万 | 1.16% | 7,435 | -221 | -2.9% | -$16.27万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $546.53万 | 1.16% | 225,374 | -3,990 | -1.7% | -$9.68万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $450.36万 | 0.96% | 153,028 | -3,448 | -2.2% | -$10.15万 | 减仓 |
| SHM | SPDR SERIES TRUST | $432.55万 | 0.92% | 90,179 | -11,838 | -11.6% | -$56.78万 | 减仓 |
| MINO | PIMCO ETF TR | $412.14万 | 0.87% | 90,065 | -2,354 | -2.5% | -$10.77万 | 减仓 |
| MUNI | PIMCO ETF TR | $337.50万 | 0.72% | 64,164 | -4,488 | -6.5% | -$23.61万 | 减仓 |
| IVV | ISHARES TR | $301.64万 | 0.64% | 4,028 | -94 | -2.3% | -$7.04万 | 减仓 |
| MINT | PIMCO ETF TR | $289.31万 | 0.61% | 28,699 | -2,342 | -7.5% | -$23.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $256.77万 | 0.54% | 7,845 | 42 | 0.5% | $1.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $211.29万 | 0.45% | 5,664 | 13 | 0.2% | $4,850 | 加仓 |
| LAZ | LAZARD INC | $204.51万 | 0.43% | 48,762 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $196.73万 | 0.42% | 3,766 | -5 | -0.1% | -$2,612 | 减仓 |
| VTI | VANGUARD INDEX FDS | $193.57万 | 0.41% | 5,231 | -66 | -1.2% | -$2.44万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $183.74万 | 0.39% | 77,726 | -785 | -1.0% | -$1.86万 | 减仓 |
| AVGO | BROADCOM INC | $177.73万 | 0.38% | 4,705 | 62 | 1.3% | $2.34万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $169.31万 | 0.36% | 71,908 | -1,729 | -2.3% | -$4.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $168.82万 | 0.36% | 8,437 | 2 | 0.0% | $400 | 加仓 |
| CSCO | CISCO SYS INC | $158.53万 | 0.34% | 13,496 | 160 | 1.2% | $1.88万 | 加仓 |
| TXN | TEXAS INSTRS INC | $156.19万 | 0.33% | 5,240 | -30 | -0.6% | -$8,942 | 减仓 |
| GOOGL | ALPHABET INC | $155.34万 | 0.33% | 4,347 | 9 | 0.2% | $3,216 | 加仓 |
| CAT | CATERPILLAR INC | $155.26万 | 0.33% | 1,458 | 6 | 0.4% | $6,389 | 加仓 |
| VB | VANGUARD INDEX FDS | $152.97万 | 0.32% | 5,046 | -4 | -0.1% | -$1,213 | 减仓 |
| V | VISA INC | $141.70万 | 0.30% | 4,130 | 73 | 1.8% | $2.50万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $137.71万 | 0.29% | 58,752 | -951 | -1.6% | -$2.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.12万 | 0.29% | 5,320 | 115 | 2.2% | $2.92万 | 加仓 |
| LLY | ELI LILLY & CO | $134.10万 | 0.28% | 1,118 | 22 | 2.0% | $2.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $133.65万 | 0.28% | 36,991 | 11 | 0.0% | $397 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $130.82万 | 0.28% | 56,803 | -733 | -1.3% | -$1.69万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $130.73万 | 0.28% | 14,399 | 3 | 0.0% | $272 | 加仓 |
| ABBV | ABBVIE INC | $121.82万 | 0.26% | 4,841 | -100 | -2.0% | -$2.52万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $114.85万 | 0.24% | 9,413 | -95 | -1.0% | -$1.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.22万 | 0.24% | 1,221 | -50 | -3.9% | -$4.68万 | 减仓 |
| HD | HOME DEPOT INC | $110.39万 | 0.23% | 3,130 | 31 | 1.0% | $1.09万 | 加仓 |
| GOOG | ALPHABET INC | $105.22万 | 0.22% | 2,978 | 6 | 0.2% | $2,120 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $104.93万 | 0.22% | 33,091 | -40 | -0.1% | -$1,268 | 减仓 |
| BIL | SPDR SERIES TRUST | $101.76万 | 0.22% | 11,104 | -1,676 | -13.1% | -$15.36万 | 减仓 |
| — | EXXON MOBIL CORP | $98.82万 | 0.21% | 7,228 | 154 | 2.2% | $2.11万 | 加仓 |
| AMZN | AMAZON COM INC | $98.55万 | 0.21% | 4,135 | 66 | 1.6% | $1.57万 | 加仓 |
| QUAL | ISHARES TR | $87.00万 | 0.18% | 3,965 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $83.95万 | 0.18% | 3,317 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $82.38万 | 0.17% | 2,137 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $75.15万 | 0.16% | 34,285 | 14 | 0.0% | $307 | 加仓 |
| WMT | WALMART INC | $73.60万 | 0.16% | 6,498 | -4 | -0.1% | -$453 | 减仓 |
| ESGD | ISHARES TR | $73.46万 | 0.16% | 7,145 | 242 | 3.5% | $2.49万 | 加仓 |
| OEF | ISHARES TR | $73.17万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $72.65万 | 0.15% | 6,206 | 400 | 6.9% | $4.68万 | 加仓 |
| AMGN | AMGEN INC | $71.34万 | 0.15% | 1,970 | 43 | 2.2% | $1.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $71.32万 | 0.15% | 8,851 | 75 | 0.9% | $6,043 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.83万 | 0.15% | 1,656 | -577 | -25.8% | -$23.98万 | 减仓 |
| NULV | NUSHARES ETF TR | $65.01万 | 0.14% | 13,005 | 519 | 4.2% | $2.59万 | 加仓 |
| MRK | MERCK & CO INC | $61.36万 | 0.13% | 4,775 | 191 | 4.2% | $2.45万 | 加仓 |
| MCD | MCDONALDS CORP | $61.25万 | 0.13% | 2,266 | 69 | 3.1% | $1.87万 | 加仓 |
| EME | EMCOR GROUP INC | $60.25万 | 0.13% | 726 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $59.33万 | 0.13% | 1,790 | -110 | -5.8% | -$3.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.23万 | 0.13% | 4,039 | 162 | 4.2% | $2.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.40万 | 0.12% | 1,167 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.71万 | 0.12% | 2,354 | -45 | -1.9% | -$1.06万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $55.41万 | 0.12% | 22,886 | -7,902 | -25.7% | -$19.13万 | 减仓 |
| IWN | ISHARES TR | $54.57万 | 0.12% | 2,467 | -390 | -13.7% | -$8.63万 | 减仓 |
| META | META PLATFORMS INC | $54.02万 | 0.11% | 959 | 8 | 0.8% | $4,506 | 加仓 |
| MA | MASTERCARD INCORPORATED | $53.41万 | 0.11% | 1,040 | 17 | 1.7% | $8,731 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $53.23万 | 0.11% | 1,991 | 38 | 1.9% | $1.02万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $52.01万 | 0.11% | 2,141 | -81 | -3.6% | -$1.97万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $51.30万 | 0.11% | 1,007 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $50.69万 | 0.11% | 8,392 | 229 | 2.8% | $1.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.13万 | 0.11% | 863 | 863 | — | $50.13万 | 新建仓 |
| QCOM | QUALCOMM INC | $49.93万 | 0.11% | 2,702 | 233 | 9.4% | $4.31万 | 加仓 |
| CI | THE CIGNA GROUP | $49.51万 | 0.11% | 1,796 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $48.24万 | 0.10% | 3,818 | -21 | -0.5% | -$2,653 | 减仓 |
| SPGI | S&P GLOBAL INC | $47.73万 | 0.10% | 1,172 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $46.60万 | 0.10% | 2,446 | -438 | -15.2% | -$8.34万 | 减仓 |
| MUB | ISHARES TR | $46.45万 | 0.10% | 4,316 | -169 | -3.8% | -$1.82万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $45.90万 | 0.10% | 2,856 | 15 | 0.5% | $2,411 | 加仓 |
| KLAC | KLA CORP | $44.74万 | 0.09% | 1,483 | 23 | 1.6% | $6,939 | 加仓 |
| IVW | ISHARES TR | $44.01万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $43.97万 | 0.09% | 1,177 | 5 | 0.4% | $1,868 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.28万 | 0.09% | 9,987 | 512 | 5.4% | $2.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.98万 | 0.09% | 1,493 | 48 | 3.3% | $1.35万 | 加仓 |
| C | CITIGROUP INC | $41.41万 | 0.09% | 2,959 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $38.92万 | 0.08% | 10,557 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $38.49万 | 0.08% | 1,322 | 4 | 0.3% | $1,165 | 加仓 |
| KO | COCA COLA CO | $37.81万 | 0.08% | 4,652 | 230 | 5.2% | $1.87万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $37.34万 | 0.08% | 1,602 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.62万 | 0.08% | 1,635 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $36.61万 | 0.08% | 184 | 0 | 0.0% | — | 不变 |