Paulson Wealth Management Inc.
West Palm Beach FL · SEC CIK 0001731878
$4.27亿2026Q1 申报市值
137持仓数
66.9%前十大占比 · 第一大 14.1%
5 / 6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
IWF 加仓+$319.20万
IEI 加仓+$213.15万
NBSD 加仓+$191.80万
RSP 加仓+$166.62万
IWM 加仓+$149.32万
2026Q1 卖出最多 按季末市值估算
CWB 减仓-$600.29万
IWV 清仓-$113.66万
IVV 减仓-$109.42万
VCSH 减仓-$89.96万
LOW 减仓-$69.68万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $107.54万 | 0.25% | 36,980 | -187 | -0.5% | -$5,438 | 减仓 |
| SPTM | SPDR SERIES TRUST | $113.81万 | 0.27% | 14,396 | 5 | 0.0% | $395 | 加仓 |
| BIL | SPDR SERIES TRUST | $117.12万 | 0.27% | 12,780 | -7,202 | -36.0% | -$66.00万 | 减仓 |
| — | EXXON MOBIL CORP | $120.02万 | 0.28% | 7,074 | -294 | -4.0% | -$4.99万 | 减仓 |
| V | VISA INC | $122.62万 | 0.29% | 4,057 | 185 | 4.8% | $5.59万 | 加仓 |
| GOOGL | ALPHABET INC | $124.74万 | 0.29% | 4,338 | -714 | -14.1% | -$20.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.65万 | 0.30% | 1,271 | 5 | 0.4% | $4,982 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $127.23万 | 0.30% | 5,205 | -1,845 | -26.2% | -$45.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $132.28万 | 0.31% | 5,050 | -218 | -4.1% | -$5.71万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $132.47万 | 0.31% | 57,536 | 19,013 | 49.4% | $43.78万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $139.68万 | 0.33% | 59,703 | 18,915 | 46.4% | $44.25万 | 加仓 |
| AVGO | BROADCOM INC | $143.71万 | 0.34% | 4,643 | -281 | -5.7% | -$8.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $147.11万 | 0.34% | 8,435 | -580 | -6.4% | -$10.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $169.93万 | 0.40% | 5,297 | -138 | -2.5% | -$4.43万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $173.97万 | 0.41% | 73,637 | 15,792 | 27.3% | $37.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $174.65万 | 0.41% | 3,771 | -36 | -0.9% | -$1.67万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $185.71万 | 0.44% | 78,511 | 18,835 | 31.6% | $44.55万 | 加仓 |
| LAZ | LAZARD INC | $207.14万 | 0.49% | 48,762 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $209.18万 | 0.49% | 5,651 | -343 | -5.7% | -$12.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $229.52万 | 0.54% | 7,803 | -296 | -3.7% | -$8.71万 | 减仓 |
| IVV | ISHARES TR | $269.28万 | 0.63% | 4,122 | -1,675 | -28.9% | -$109.42万 | 减仓 |
| MINT | PIMCO ETF TR | $312.18万 | 0.73% | 31,041 | -5,144 | -14.2% | -$51.73万 | 减仓 |
| MUNI | PIMCO ETF TR | $358.29万 | 0.84% | 68,652 | 4,657 | 7.3% | $24.30万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $401.20万 | 0.94% | 156,476 | -198 | -0.1% | -$5,077 | 减仓 |
| MINO | PIMCO ETF TR | $417.46万 | 0.98% | 92,419 | 14,147 | 18.1% | $63.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $441.89万 | 1.04% | 7,656 | 217 | 2.9% | $12.52万 | 加仓 |
| SHM | SPDR SERIES TRUST | $487.95万 | 1.14% | 102,017 | -4,159 | -3.9% | -$19.89万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $548.41万 | 1.29% | 229,364 | 28,393 | 14.1% | $67.89万 | 加仓 |
| PFF | ISHARES TR | $576.29万 | 1.35% | 190,070 | 15,182 | 8.7% | $46.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $606.04万 | 1.42% | 31,578 | 8,682 | 37.9% | $166.62万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $687.34万 | 1.61% | 142,248 | 13,282 | 10.3% | $64.18万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $768.82万 | 1.80% | 12,465 | 1,044 | 9.1% | $64.39万 | 加仓 |
| CWB | SPDR SERIES TRUST | $918.24万 | 2.15% | 100,332 | -65,591 | -39.5% | -$600.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,139.88万 | 2.67% | 177,885 | 4,209 | 2.4% | $26.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,187.60万 | 2.78% | 18,261 | -5 | -0.0% | -$3,252 | 减仓 |
| IEI | ISHARES TR | $1,358.53万 | 3.18% | 114,547 | 17,972 | 18.6% | $213.15万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $1,439.10万 | 3.37% | 283,790 | 37,823 | 15.4% | $191.80万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,859.29万 | 4.36% | 234,551 | -11,348 | -4.6% | -$89.96万 | 减仓 |
| AAPL | APPLE INC | $2,419.14万 | 5.67% | 95,321 | -232 | -0.2% | -$5.89万 | 减仓 |
| EFA | ISHARES TR | $3,599.74万 | 8.44% | 370,610 | 5,199 | 1.4% | $50.50万 | 加仓 |
| IWM | ISHARES TR | $3,679.47万 | 8.62% | 148,366 | 6,021 | 4.2% | $149.32万 | 加仓 |
| IWD | ISHARES TR | $5,844.87万 | 13.70% | 273,546 | 3,062 | 1.1% | $65.43万 | 加仓 |
| IWF | ISHARES TR | $6,031.54万 | 14.13% | 141,453 | 7,486 | 5.6% | $319.20万 | 加仓 |