VanWeelden Wealth Management, LLC
WEST CHESTER TOWNSHIP OH · SEC CIK 0001740451
$1.35亿2026Q2 申报市值
19持仓数
96.8%前十大占比 · 第一大 17.4%
3 / 15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
SNTH 新建仓+$2,343.54万
SFLR 加仓+$1,551.72万
INNOVATOR ETFS T 加仓+$1,244.34万
TBIL 加仓+$1,233.84万
QFLR 加仓+$1,083.66万
2026Q2 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$1,006.74万
CALAMOS ETF TR 清仓-$976.03万
BUCK 清仓-$714.66万
JPIE 清仓-$707.38万
TLTW 清仓-$707.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SNTH | TIDAL TRUST III | $2,343.54万 | 17.42% | 788,273 | 788,273 | — | $2,343.54万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $2,178.31万 | 16.19% | 564,622 | 402,208 | 247.6% | $1,551.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,848.35万 | 13.74% | 348,423 | 234,564 | 206.0% | $1,244.34万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,710.08万 | 12.71% | 468,773 | 297,056 | 173.0% | $1,083.66万 | 加仓 |
| TBIL | RBB FD INC | $1,268.33万 | 9.43% | 254,378 | 247,461 | 3,577.6% | $1,233.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $960.31万 | 7.14% | 292,942 | 90,994 | 45.1% | $298.29万 | 加仓 |
| SHV | ISHARES TR | $868.37万 | 6.45% | 78,692 | 4,044 | 5.4% | $44.63万 | 加仓 |
| SGOV | ISHARES TR | $841.95万 | 6.26% | 83,635 | 2,032 | 2.5% | $20.46万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $831.88万 | 6.18% | 83,055 | -2,016 | -2.4% | -$20.19万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $178.30万 | 1.33% | 59,100 | 5,374 | 10.0% | $16.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $137.39万 | 1.02% | 9,369 | -598 | -6.0% | -$8.77万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $73.92万 | 0.55% | 39,175 | 10,469 | 36.5% | $19.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $62.01万 | 0.46% | 1,662 | 18 | 1.1% | $6,716 | 加仓 |
| KO | COCA COLA CO | $32.87万 | 0.24% | 4,045 | 12 | 0.3% | $975 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.37万 | 0.21% | 567 | 567 | — | $28.37万 | 新建仓 |
| AAPL | APPLE INC | $25.70万 | 0.19% | 888 | -825 | -48.2% | -$23.87万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $25.16万 | 0.19% | 28,138 | -1,208 | -4.1% | -$1.08万 | 减仓 |
| GOOGL | ALPHABET INC | $21.44万 | 0.16% | 600 | 600 | — | $21.44万 | 新建仓 |
| CTAS | CINTAS CORP | $20.41万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -381,918 | -100.0% | -$1,006.74万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -359,687 | -100.0% | -$976.03万 | 清仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -304,046 | -100.0% | -$714.66万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -153,545 | -100.0% | -$707.38万 | 清仓 |
| TLTW | ISHARES TR | $0 | 0.00% | 0 | -312,558 | -100.0% | -$707.01万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -226,897 | -100.0% | -$620.20万 | 清仓 |
| UJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -135,247 | -100.0% | -$574.93万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -297,554 | -100.0% | -$563.18万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -173,796 | -100.0% | -$461.85万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -164,562 | -100.0% | -$412.72万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -28,226 | -100.0% | -$102.40万 | 清仓 |
| KJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -24,434 | -100.0% | -$101.94万 | 清仓 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,736 | -100.0% | -$99.99万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,807 | -100.0% | -$44.05万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -659 | -100.0% | -$20.48万 | 清仓 |