VanWeelden Wealth Management, LLC
WEST CHESTER TOWNSHIP OH · SEC CIK 0001740451
$1.25亿2026Q1 申报市值
31持仓数
62.3%前十大占比 · 第一大 8.0%
15 / 5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
BUCK 新建仓+$714.66万
JPIE 新建仓+$707.38万
TLTW 新建仓+$707.01万
AIM ETF PRODUCTS 新建仓+$620.20万
INNOVATOR ETFS T 新建仓+$586.40万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$1,412.10万
CALAMOS ETF TR 清仓-$1,404.38万
TBIL 减仓-$1,379.63万
JPST 清仓-$945.28万
CALAMOS ETF TR 减仓-$747.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -526,129 | -100.0% | -$1,412.10万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -520,255 | -100.0% | -$1,404.38万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -186,852 | -100.0% | -$945.28万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -265,101 | -100.0% | -$570.23万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -5,065 | -100.0% | -$27.03万 | 清仓 |
| CTAS | CINTAS CORP | $20.30万 | 0.16% | 1,200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.48万 | 0.16% | 659 | 4 | 0.6% | $1,243 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $27.47万 | 0.22% | 29,346 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $30.67万 | 0.24% | 4,033 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $34.49万 | 0.28% | 6,917 | -276,701 | -97.6% | -$1,379.63万 | 减仓 |
| AAPL | APPLE INC | $43.47万 | 0.35% | 1,713 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $44.05万 | 0.35% | 4,807 | -631 | -11.6% | -$5.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $60.86万 | 0.49% | 1,644 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $70.01万 | 0.56% | 28,706 | 2,332 | 8.8% | $5.69万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $99.99万 | 0.80% | 18,736 | 18,736 | — | $99.99万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $101.94万 | 0.81% | 24,434 | 24,434 | — | $101.94万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $102.40万 | 0.82% | 28,226 | 28,226 | — | $102.40万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $143.97万 | 1.15% | 9,967 | -499 | -4.8% | -$7.21万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $190.40万 | 1.52% | 53,726 | 2,461 | 4.8% | $8.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $412.72万 | 3.29% | 164,562 | 164,562 | — | $412.72万 | 新建仓 |
| — | CALAMOS ETF TR | $461.85万 | 3.68% | 173,796 | 173,796 | — | $461.85万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $563.18万 | 4.49% | 297,554 | 297,554 | — | $563.18万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $571.82万 | 4.56% | 171,717 | 171,717 | — | $571.82万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $573.79万 | 4.58% | 113,859 | 113,859 | — | $573.79万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $574.93万 | 4.58% | 135,247 | 135,247 | — | $574.93万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $575.11万 | 4.59% | 162,414 | 162,414 | — | $575.11万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $586.40万 | 4.68% | 201,948 | 201,948 | — | $586.40万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $620.20万 | 4.95% | 226,897 | 226,897 | — | $620.20万 | 新建仓 |
| TLTW | ISHARES TR | $707.01万 | 5.64% | 312,558 | 312,558 | — | $707.01万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $707.38万 | 5.64% | 153,545 | 153,545 | — | $707.38万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $714.66万 | 5.70% | 304,046 | 304,046 | — | $714.66万 | 新建仓 |
| SGOV | ISHARES TR | $821.41万 | 6.55% | 81,603 | -3,587 | -4.2% | -$36.11万 | 减仓 |
| SHV | ISHARES TR | $824.04万 | 6.57% | 74,648 | -2,008 | -2.6% | -$22.17万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $852.33万 | 6.80% | 85,071 | -59,361 | -41.1% | -$594.74万 | 减仓 |
| — | CALAMOS ETF TR | $976.03万 | 7.78% | 359,687 | -275,358 | -43.4% | -$747.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,006.74万 | 8.03% | 381,918 | -157,264 | -29.2% | -$414.55万 | 减仓 |