13F 机构持仓

DWM Financial Group, Inc.

PALATINE IL · SEC CIK 0001759545

2026Q22026Q1 更早 9 个季度 🔒
$1.12亿2026Q2 申报市值
40持仓数
84.8%前十大占比 · 第一大 26.2%
0 / 0新建仓 / 清仓
申报市值走势$1.12亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DMAR 26.2%
IAU 13.0%
JHMM 12.0%
AVUV 7.7%
VGIT 6.4%
BSCY 5.9%
PWRD 5.6%
QQQ 3.1%
BSCX 2.9%
BSCW 2.0%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
VGT VANGUARD WORLD FD $6.73万0.06%563 —— — —
KOPN KOPIN CORP $9.36万0.08%40,000 —— — —
VOO VANGUARD INDEX FDS $21.05万0.19%336 —— — —
— INVESCO EXCH TRD SLF IDX FD $21.38万0.19%8,268 —— — —
CDE COEUR MNG INC $21.48万0.19%12,049 —— — —
KGC KINROSS GOLD CORP $21.71万0.19%7,709 —— — —
ETN EATON CORP PLC $22.20万0.20%697 —— — —
CSX CSX CORP $22.28万0.20%6,146 —— — —
VHT VANGUARD WORLD FD $24.35万0.22%846 —— — —
EAGG ISHARES TR $26.24万0.23%5,484 —— — —
AMZN AMAZON COM INC $26.57万0.24%1,151 —— — —
DSEP FIRST TR EXCHNG TRADED FD VI $28.15万0.25%6,268 —— — —
PG PROCTER & GAMBLE CO $29.26万0.26%2,042 —— — —
GLD SPDR GOLD TR $30.12万0.27%760 —— — —
ESGD ISHARES TR $36.84万0.33%3,874 —— — —
MSFT MICROSOFT CORP $40.83万0.37%844 —— — —
XLF SELECT SECTOR SPDR TR $40.96万0.37%7,479 —— — —
— CALAMOS ETF TR $42.25万0.38%19,311 —— — —
JUST GOLDMAN SACHS ETF TR $42.38万0.38%4,383 —— — —
— INVESCO EXCH TRD SLF IDX FD $42.51万0.38%17,294 —— — —
SLV ISHARES SILVER TR $49.05万0.44%7,614 —— — —
VTV VANGUARD INDEX FDS $74.66万0.67%3,909 —— — —
NVDA NVIDIA CORPORATION $76.85万0.69%4,121 —— — —
— ISHARES ETHEREUM TR $82.70万0.74%36,872 —— — —
VTI VANGUARD INDEX FDS $94.45万0.84%2,817 —— — —
PATK PATRICK INDS INC $97.59万0.87%9,000 —— — —
AAPL APPLE INC $111.15万0.99%4,089 —— — —
IBIT ISHARES BITCOIN TRUST ETF $151.15万1.35%30,443 —— — —
— GRAYSCALE COINDESK CRYPTO $199.83万1.79%48,359 —— — —
FBNC FIRST BANCORP N C $201.30万1.80%39,634 —— — —
BSCW INVESCO EXCH TRD SLF IDX FD $227.34万2.03%108,906 —— — —
BSCX INVESCO EXCH TRD SLF IDX FD $326.47万2.92%152,130 —— — —
QQQ INVESCO QQQ TR $349.77万3.13%5,694 —— — —
PWRD TCW ETF TRUST $621.38万5.56%64,622 —— — —
BSCY INVESCO EXCH TRD SLF IDX FD $660.34万5.90%314,148 —— — —
VGIT VANGUARD SCOTTSDALE FDS $720.60万6.44%120,240 —— — —
AVUV AMERICAN CENTY ETF TR $857.46万7.67%84,081 —— — —
JHMM JOHN HANCOCK EXCHANGE TRADED $1,340.56万11.99%204,728 —— — —
IAU ISHARES GOLD TR $1,459.16万13.05%179,766 —— — —
DMAR FIRST TR EXCHNG TRADED FD VI $2,925.53万26.16%702,329 —— — —