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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $6,031.54万 | 14.13% | 141,453 | 7,486 | 5.6% | $319.20万 | 加仓 |
| IWD | ISHARES TR | $5,844.87万 | 13.70% | 273,546 | 3,062 | 1.1% | $65.43万 | 加仓 |
| IWM | ISHARES TR | $3,679.47万 | 8.62% | 148,366 | 6,021 | 4.2% | $149.32万 | 加仓 |
| EFA | ISHARES TR | $3,599.74万 | 8.44% | 370,610 | 5,199 | 1.4% | $50.50万 | 加仓 |
| AAPL | APPLE INC | $2,419.14万 | 5.67% | 95,321 | -232 | -0.2% | -$5.89万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,859.29万 | 4.36% | 234,551 | -11,348 | -4.6% | -$89.96万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $1,439.10万 | 3.37% | 283,790 | 37,823 | 15.4% | $191.80万 | 加仓 |
| IEI | ISHARES TR | $1,358.53万 | 3.18% | 114,547 | 17,972 | 18.6% | $213.15万 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,139.88万 | 2.67% | 177,885 | 4,209 | 2.4% | $26.97万 | 加仓 |
| CWB | SPDR SERIES TRUST | $918.24万 | 2.15% | 100,332 | -65,591 | -39.5% | -$600.29万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $768.82万 | 1.80% | 12,465 | 1,044 | 9.1% | $64.39万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $687.34万 | 1.61% | 142,248 | 13,282 | 10.3% | $64.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $606.04万 | 1.42% | 31,578 | 8,682 | 37.9% | $166.62万 | 加仓 |
| PFF | ISHARES TR | $576.29万 | 1.35% | 190,070 | 15,182 | 8.7% | $46.03万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $548.41万 | 1.29% | 229,364 | 28,393 | 14.1% | $67.89万 | 加仓 |
| SHM | SPDR SERIES TRUST | $487.95万 | 1.14% | 102,017 | -4,159 | -3.9% | -$19.89万 | 减仓 |
| QQQ | INVESCO QQQ TR | $441.89万 | 1.04% | 7,656 | 217 | 2.9% | $12.52万 | 加仓 |
| MINO | PIMCO ETF TR | $417.46万 | 0.98% | 92,419 | 14,147 | 18.1% | $63.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $401.20万 | 0.94% | 156,476 | -198 | -0.1% | -$5,077 | 减仓 |
| MUNI | PIMCO ETF TR | $358.29万 | 0.84% | 68,652 | 4,657 | 7.3% | $24.30万 | 加仓 |
| MINT | PIMCO ETF TR | $312.18万 | 0.73% | 31,041 | -5,144 | -14.2% | -$51.73万 | 减仓 |
| IVV | ISHARES TR | $269.28万 | 0.63% | 4,122 | -1,675 | -28.9% | -$109.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $229.52万 | 0.54% | 7,803 | -296 | -3.7% | -$8.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $209.18万 | 0.49% | 5,651 | -343 | -5.7% | -$12.70万 | 减仓 |
| LAZ | LAZARD INC | $207.14万 | 0.49% | 48,762 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $185.71万 | 0.44% | 78,511 | 18,835 | 31.6% | $44.55万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $174.65万 | 0.41% | 3,771 | -36 | -0.9% | -$1.67万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $173.97万 | 0.41% | 73,637 | 15,792 | 27.3% | $37.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.93万 | 0.40% | 5,297 | -138 | -2.5% | -$4.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $147.11万 | 0.34% | 8,435 | -580 | -6.4% | -$10.12万 | 减仓 |
| AVGO | BROADCOM INC | $143.71万 | 0.34% | 4,643 | -281 | -5.7% | -$8.70万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $139.68万 | 0.33% | 59,703 | 18,915 | 46.4% | $44.25万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $132.47万 | 0.31% | 57,536 | 19,013 | 49.4% | $43.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $132.28万 | 0.31% | 5,050 | -218 | -4.1% | -$5.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $127.23万 | 0.30% | 5,205 | -1,845 | -26.2% | -$45.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.65万 | 0.30% | 1,271 | 5 | 0.4% | $4,982 | 加仓 |
| GOOGL | ALPHABET INC | $124.74万 | 0.29% | 4,338 | -714 | -14.1% | -$20.53万 | 减仓 |
| V | VISA INC | $122.62万 | 0.29% | 4,057 | 185 | 4.8% | $5.59万 | 加仓 |
| — | EXXON MOBIL CORP | $120.02万 | 0.28% | 7,074 | -294 | -4.0% | -$4.99万 | 减仓 |
| BIL | SPDR SERIES TRUST | $117.12万 | 0.27% | 12,780 | -7,202 | -36.0% | -$66.00万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $113.81万 | 0.27% | 14,396 | 5 | 0.0% | $395 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $107.54万 | 0.25% | 36,980 | -187 | -0.5% | -$5,438 | 减仓 |
| ABBV | ABBVIE INC | $107.46万 | 0.25% | 4,941 | -187 | -3.6% | -$4.07万 | 减仓 |
| CSCO | CISCO SYS INC | $103.48万 | 0.24% | 13,336 | 211 | 1.6% | $1.64万 | 加仓 |
| CAT | CATERPILLAR INC | $102.87万 | 0.24% | 1,452 | -299 | -17.1% | -$21.18万 | 减仓 |
| TXN | TEXAS INSTRS INC | $102.31万 | 0.24% | 5,270 | -674 | -11.3% | -$13.09万 | 减仓 |
| HD | HOME DEPOT INC | $101.92万 | 0.24% | 3,099 | 168 | 5.7% | $5.53万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $101.65万 | 0.24% | 33,131 | 231 | 0.7% | $7,087 | 加仓 |
| LLY | ELI LILLY & CO | $100.81万 | 0.24% | 1,096 | -7 | -0.6% | -$6,438 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $93.68万 | 0.22% | 9,508 | -678 | -6.7% | -$6.68万 | 减仓 |
| GOOG | ALPHABET INC | $85.25万 | 0.20% | 2,972 | -1,524 | -33.9% | -$43.72万 | 减仓 |
| AMZN | AMAZON COM INC | $84.75万 | 0.20% | 4,069 | -691 | -14.5% | -$14.39万 | 减仓 |
| WMT | WALMART INC | $80.81万 | 0.19% | 6,502 | -54 | -0.8% | -$6,711 | 减仓 |
| QUAL | ISHARES TR | $76.05万 | 0.18% | 3,965 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $74.76万 | 0.18% | 34,271 | 21,030 | 158.8% | $45.87万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $73.00万 | 0.17% | 30,788 | -3,082 | -9.1% | -$7.31万 | 减仓 |
| MCD | MCDONALDS CORP | $68.28万 | 0.16% | 2,197 | 265 | 13.7% | $8.24万 | 加仓 |
| AMGN | AMGEN INC | $67.80万 | 0.16% | 1,927 | -1,168 | -37.7% | -$41.10万 | 减仓 |
| ESGD | ISHARES TR | $66.01万 | 0.15% | 6,903 | -491 | -6.6% | -$4.69万 | 减仓 |
| OEF | ISHARES TR | $63.61万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $63.00万 | 0.15% | 2,194 | 14 | 0.6% | $4,020 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $60.86万 | 0.14% | 1,007 | -132 | -11.6% | -$7.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.42万 | 0.14% | 2,233 | 228 | 11.4% | $6.17万 | 加仓 |
| NULV | NUSHARES ETF TR | $56.81万 | 0.13% | 12,486 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $56.77万 | 0.13% | 2,137 | -67 | -3.0% | -$1.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $56.00万 | 0.13% | 3,877 | 339 | 9.6% | $4.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.92万 | 0.13% | 1,167 | 6 | 0.5% | $2,875 | 加仓 |
| MRK | MERCK & CO INC | $55.14万 | 0.13% | 4,584 | -4,880 | -51.6% | -$58.70万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $54.64万 | 0.13% | 1,900 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.41万 | 0.13% | 951 | 16 | 1.7% | $9,154 | 加仓 |
| IWN | ISHARES TR | $54.17万 | 0.13% | 2,857 | 157 | 5.8% | $2.98万 | 加仓 |
| EME | EMCOR GROUP INC | $53.60万 | 0.13% | 726 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $53.51万 | 0.13% | 3,839 | -48 | -1.2% | -$6,691 | 减仓 |
| NULG | NUSHARES ETF TR | $52.80万 | 0.12% | 5,806 | -306 | -5.0% | -$2.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.60万 | 0.12% | 2,399 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $51.12万 | 0.12% | 1,023 | 14 | 1.4% | $6,995 | 加仓 |
| SPGI | S&P GLOBAL INC | $49.85万 | 0.12% | 1,172 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $48.28万 | 0.11% | 2,222 | -428 | -16.2% | -$9.30万 | 减仓 |
| CI | THE CIGNA GROUP | $47.91万 | 0.11% | 1,796 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $47.61万 | 0.11% | 4,485 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $47.57万 | 0.11% | 9,475 | 1,756 | 22.7% | $8.82万 | 加仓 |
| DIS | DISNEY WALT CO | $43.91万 | 0.10% | 4,556 | 12 | 0.3% | $1,157 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $43.58万 | 0.10% | 1,318 | 12 | 0.9% | $3,968 | 加仓 |
| SANM | SANMINA CORP | $43.00万 | 0.10% | 3,317 | -90 | -2.6% | -$1.17万 | 减仓 |
| USB | US BANCORP | $42.46万 | 0.10% | 8,163 | -617 | -7.0% | -$3.21万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $39.47万 | 0.09% | 2,841 | 387 | 15.8% | $5.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.53万 | 0.09% | 1,862 | -934 | -33.4% | -$19.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $38.33万 | 0.09% | 2,884 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $37.78万 | 0.09% | 2,433 | -161 | -6.2% | -$2.50万 | 减仓 |
| IVW | ISHARES TR | $36.20万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.72万 | 0.08% | 12,322 | 3,171 | 34.7% | $9.19万 | 加仓 |
| RS | RELIANCE INC | $35.62万 | 0.08% | 1,172 | 45 | 4.0% | $1.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.03万 | 0.08% | 1,445 | 102 | 7.6% | $2.47万 | 加仓 |
| KO | COCA COLA CO | $33.63万 | 0.08% | 4,422 | -602 | -12.0% | -$4.58万 | 减仓 |
| C | CITIGROUP INC | $33.56万 | 0.08% | 2,959 | 92 | 3.2% | $1.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.22万 | 0.08% | 1,635 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $32.95万 | 0.08% | 1,953 | 10 | 0.5% | $1,687 | 加仓 |
| EMR | EMERSON ELEC CO | $32.89万 | 0.08% | 2,510 | 31 | 1.3% | $4,062 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $32.68万 | 0.08% | 10,557 | -228 | -2.1% | -$7,059 | 减仓 |