WealthBridge Capital Management, LLC
WESTERVILLE OH · SEC CIK 0001767313
$5.03亿2026Q2 申报市值
235持仓数
41.3%前十大占比 · 第一大 10.0%
25 / 13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
INVESCO EXCHANGE 新建仓+$220.85万
IVV 加仓+$152.55万
BKLC 加仓+$142.01万
AAPL 加仓+$114.50万
EFA 新建仓+$104.71万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$111.39万
SHLD 减仓-$105.06万
SMH 减仓-$103.17万
SHV 清仓-$98.97万
FDN 减仓-$65.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,026.14万 | 9.99% | 67,115 | 2,037 | 3.1% | $152.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,463.43万 | 4.90% | 115,779 | 2,292 | 2.0% | $48.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,429.49万 | 4.83% | 32,533 | 230 | 0.7% | $17.18万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $2,234.35万 | 4.44% | 155,823 | 9,904 | 6.8% | $142.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,228.65万 | 4.43% | 30,264 | 968 | 3.3% | $71.28万 | 加仓 |
| AAPL | APPLE INC | $1,582.56万 | 3.15% | 54,692 | 3,957 | 7.8% | $114.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,415.75万 | 2.81% | 28,293 | -2,226 | -7.3% | -$111.39万 | 减仓 |
| AMZN | AMAZON COM INC | $1,184.93万 | 2.36% | 49,716 | -160 | -0.3% | -$3.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,136.75万 | 2.26% | 56,812 | -641 | -1.1% | -$12.83万 | 减仓 |
| IGM | ISHARES TR | $1,082.35万 | 2.15% | 66,166 | -1,649 | -2.4% | -$26.97万 | 减仓 |
| GOOG | ALPHABET INC | $963.76万 | 1.92% | 27,277 | -1,057 | -3.7% | -$37.35万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $908.50万 | 1.81% | 57,489 | -167 | -0.3% | -$2.64万 | 减仓 |
| GLD | SPDR GOLD TR | $787.38万 | 1.56% | 21,374 | 18 | 0.1% | $6,631 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $785.70万 | 1.56% | 40,975 | 2,705 | 7.1% | $51.87万 | 加仓 |
| IYW | ISHARES TR | $762.18万 | 1.51% | 30,218 | -1,132 | -3.6% | -$28.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $730.40万 | 1.45% | 30,868 | -75 | -0.2% | -$1.77万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $692.07万 | 1.38% | 51,937 | 6,413 | 14.1% | $85.45万 | 加仓 |
| LLY | ELI LILLY & CO | $669.05万 | 1.33% | 5,578 | -27 | -0.5% | -$3.24万 | 减仓 |
| PAVE | GLOBAL X FDS | $601.16万 | 1.19% | 102,030 | 12,184 | 13.6% | $71.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $555.74万 | 1.10% | 15,018 | 252 | 1.7% | $9.33万 | 加仓 |
| USMV | ISHARES TR | $522.35万 | 1.04% | 54,152 | -4,246 | -7.3% | -$40.96万 | 减仓 |
| EMR | EMERSON ELEC CO | $511.30万 | 1.02% | 35,718 | -6 | -0.0% | -$859 | 减仓 |
| ICSH | ISHARES TR | $505.35万 | 1.00% | 99,911 | 1,132 | 1.1% | $5.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $494.72万 | 0.98% | 13,263 | 570 | 4.5% | $21.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $462.39万 | 0.92% | 24,963 | 982 | 4.1% | $18.19万 | 加仓 |
| IWM | ISHARES TR | $460.45万 | 0.92% | 15,325 | -214 | -1.4% | -$6.43万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $439.48万 | 0.87% | 78,803 | 1,924 | 2.5% | $10.73万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $435.05万 | 0.86% | 191,230 | -4,685 | -2.4% | -$10.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $343.79万 | 0.68% | 10,503 | 31 | 0.3% | $1.01万 | 加仓 |
| ABBV | ABBVIE INC | $332.38万 | 0.66% | 13,209 | 89 | 0.7% | $2.24万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $321.40万 | 0.64% | 100,468 | 14,231 | 16.5% | $45.53万 | 加仓 |
| GOOGL | ALPHABET INC | $315.25万 | 0.63% | 8,821 | 102 | 1.2% | $3.65万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $312.48万 | 0.62% | 7,611 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $312.15万 | 0.62% | 4,438 | 17 | 0.4% | $1.20万 | 加仓 |
| AMLP | ALPS ETF TR | $304.87万 | 0.61% | 58,799 | 2,427 | 4.3% | $12.58万 | 加仓 |
| IWF | ISHARES TR | $296.30万 | 0.59% | 23,863 | 279 | 1.2% | $3.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $285.06万 | 0.57% | 5,550 | 43 | 0.8% | $2.21万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $283.38万 | 0.56% | 10,705 | -2,470 | -18.7% | -$65.39万 | 减仓 |
| — | EXXON MOBIL CORP | $281.82万 | 0.56% | 20,613 | 4,539 | 28.2% | $62.06万 | 加仓 |
| — | WISDOMTREE TR | $273.61万 | 0.54% | 20,865 | -220 | -1.0% | -$2.88万 | 减仓 |
| IVE | ISHARES TR | $267.86万 | 0.53% | 11,797 | -120 | -1.0% | -$2.72万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $243.41万 | 0.48% | 32,498 | -732 | -2.2% | -$5.48万 | 减仓 |
| DVY | ISHARES TR | $241.95万 | 0.48% | 15,480 | 36 | 0.2% | $5,627 | 加仓 |
| META | META PLATFORMS INC | $241.84万 | 0.48% | 4,293 | -123 | -2.8% | -$6.93万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $220.85万 | 0.44% | 36,956 | 36,956 | — | $220.85万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $218.12万 | 0.43% | 4,175 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $200.73万 | 0.40% | 1,739 | -111 | -6.0% | -$12.81万 | 减仓 |
| TSLA | TESLA INC | $199.24万 | 0.40% | 4,737 | -141 | -2.9% | -$5.93万 | 减仓 |
| — | INVESCO BD FD | $190.39万 | 0.38% | 125,586 | -5,466 | -4.2% | -$8.29万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $190.27万 | 0.38% | 106,416 | 7,175 | 7.2% | $12.83万 | 加仓 |
| AVGO | BROADCOM INC | $189.05万 | 0.38% | 5,005 | -144 | -2.8% | -$5.44万 | 减仓 |
| V | VISA INC | $188.91万 | 0.38% | 5,506 | 204 | 3.8% | $7.00万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $187.32万 | 0.37% | 11,737 | -920 | -7.3% | -$14.68万 | 减仓 |
| — | ISHARES TR | $185.97万 | 0.37% | 47,128 | -12,953 | -21.6% | -$51.11万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $184.68万 | 0.37% | 36,211 | 1,083 | 3.1% | $5.52万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $181.53万 | 0.36% | 96,278 | 7,654 | 8.6% | $14.43万 | 加仓 |
| — | SPDR SERIES TRUST | $181.27万 | 0.36% | 15,172 | 1,133 | 8.1% | $13.54万 | 加仓 |
| TRFK | PACER FDS TR | $175.57万 | 0.35% | 16,454 | -4,071 | -19.8% | -$43.44万 | 减仓 |
| DLN | WISDOMTREE TR | $175.18万 | 0.35% | 18,187 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $174.25万 | 0.35% | 31,027 | -59 | -0.2% | -$3,313 | 减仓 |
| VOO | VANGUARD INDEX FDS | $173.37万 | 0.34% | 2,524 | 151 | 6.4% | $10.37万 | 加仓 |
| IAU | ISHARES GOLD TR | $169.31万 | 0.34% | 22,422 | -968 | -4.1% | -$7.31万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $166.99万 | 0.33% | 55,700 | -2,990 | -5.1% | -$8.96万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $166.57万 | 0.33% | 3,844 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $166.23万 | 0.33% | 26,441 | -598 | -2.2% | -$3.76万 | 减仓 |
| PGR | PROGRESSIVE CORP | $158.70万 | 0.32% | 7,265 | 3,381 | 87.0% | $73.86万 | 重新持有 |
| DGRW | WISDOMTREE TR | $153.07万 | 0.30% | 16,008 | -600 | -3.6% | -$5.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.30% | 2 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $146.85万 | 0.29% | 9,638 | 415 | 4.5% | $6.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $146.36万 | 0.29% | 46,155 | 413 | 0.9% | $1.31万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $145.40万 | 0.29% | 31,963 | -2,814 | -8.1% | -$12.80万 | 减仓 |
| XAR | SPDR SERIES TRUST | $143.99万 | 0.29% | 5,074 | 379 | 8.1% | $10.76万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $142.21万 | 0.28% | 52,381 | 13,208 | 33.7% | $35.86万 | 加仓 |
| NFLX | NETFLIX INC. | $141.95万 | 0.28% | 19,881 | -377 | -1.9% | -$2.69万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $137.84万 | 0.27% | 15,341 | 2 | 0.0% | $180 | 加仓 |
| APH | AMPHENOL CORP | $136.66万 | 0.27% | 7,751 | 326 | 4.4% | $5.75万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $136.41万 | 0.27% | 10,461 | -34 | -0.3% | -$4,434 | 减仓 |
| SMH | VANECK ETF TRUST | $135.18万 | 0.27% | 2,061 | -1,573 | -43.3% | -$103.17万 | 减仓 |
| HYD | VANECK ETF TRUST | $131.97万 | 0.26% | 25,620 | 3,535 | 16.0% | $18.21万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $131.91万 | 0.26% | 26,492 | -650 | -2.4% | -$3.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $116.85万 | 0.23% | 7,969 | -11 | -0.1% | -$1,613 | 减仓 |
| — | SPDR SERIES TRUST | $116.44万 | 0.23% | 10,362 | 65 | 0.6% | $7,304 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $114.86万 | 0.23% | 57,274 | 2,509 | 4.6% | $5.03万 | 加仓 |
| VO | VANGUARD INDEX FDS | $114.16万 | 0.23% | 14,169 | -63 | -0.4% | -$5,076 | 减仓 |
| QLD | PROSHARES TR | $111.54万 | 0.22% | 11,528 | -5,313 | -31.5% | -$51.41万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $107.92万 | 0.21% | 3,223 | -707 | -18.0% | -$23.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $106.43万 | 0.21% | 1,052 | 88 | 9.1% | $8.90万 | 加仓 |
| EFA | ISHARES TR | $104.71万 | 0.21% | 10,080 | 10,080 | — | $104.71万 | 新建仓 |
| IRM | IRON MTN INC DEL | $101.75万 | 0.20% | 8,055 | 3,925 | 95.0% | $49.58万 | 加仓 |
| HDV | ISHARES TR | $101.28万 | 0.20% | 36,950 | 1,545 | 4.4% | $4.23万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $93.30万 | 0.19% | 9,699 | -806 | -7.7% | -$7.75万 | 减仓 |
| ITA | ISHARES TR | $92.53万 | 0.18% | 3,817 | -120 | -3.0% | -$2.91万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $90.40万 | 0.18% | 8,071 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $89.66万 | 0.18% | 842 | 2 | 0.2% | $2,130 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $87.84万 | 0.17% | 12,887 | 2,247 | 21.1% | $15.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $87.52万 | 0.17% | 4,594 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $83.97万 | 0.17% | 5,112 | 205 | 4.2% | $3.37万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $79.68万 | 0.16% | 9,829 | -5 | -0.1% | -$405 | 减仓 |
| UTWO | RBB FD INC | $79.43万 | 0.16% | 16,562 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $79.40万 | 0.16% | 2,372 | 1,153 | 94.6% | $38.60万 | 加仓 |