WealthBridge Capital Management, LLC
WESTERVILLE OH · SEC CIK 0001767313
$4.34亿2026Q1 申报市值
221持仓数
40.9%前十大占比 · 第一大 9.8%
15 / 2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
SMH 新建仓+$139.33万
GOVI 新建仓+$106.86万
SHV 新建仓+$98.97万
HDV 加仓+$61.03万
RSP 加仓+$54.87万
2026Q1 卖出最多 按季末市值估算
RDVY 减仓-$136.67万
QQEW 减仓-$116.66万
IWM 减仓-$89.18万
COHEN & STEERS T 减仓-$47.11万
BRK/B 减仓-$45.86万
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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,314 | -100.0% | -$29.97万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -34,822 | -100.0% | -$2.40万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $8.48万 | 0.02% | 11,000 | 350 | 3.3% | $2,698 | 加仓 |
| — | GLOBAL X FDS | $8.89万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.43万 | 0.03% | 16,657 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $17.72万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.05万 | 0.05% | 1,101 | 1,101 | — | $20.05万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.25万 | 0.05% | 497 | -309 | -38.3% | -$12.59万 | 减仓 |
| DHR | DANAHER CORP DEL | $20.27万 | 0.05% | 1,069 | 27 | 2.6% | $5,119 | 加仓 |
| OKE | ONEOK INC NEW | $20.38万 | 0.05% | 2,254 | 2,254 | — | $20.38万 | 新建仓 |
| IBMS | ISHARES TR | $20.70万 | 0.05% | 8,014 | 8,014 | — | $20.70万 | 新建仓 |
| IBMR | ISHARES TR | $20.81万 | 0.05% | 8,211 | 8,211 | — | $20.81万 | 新建仓 |
| MSCI | MSCI INC | $21.45万 | 0.05% | 398 | -8 | -2.0% | -$4,312 | 减仓 |
| ETN | EATON CORP PLC | $21.78万 | 0.05% | 609 | 19 | 3.2% | $6,796 | 重新持有 |
| WM | WASTE MGMT INC DEL | $21.85万 | 0.05% | 951 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $22.03万 | 0.05% | 18,286 | -1,000 | -5.2% | -$1.20万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $22.18万 | 0.05% | 35,257 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $22.21万 | 0.05% | 22,500 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.29万 | 0.05% | 571 | 65 | 12.8% | $2.54万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.40万 | 0.05% | 9,747 | 9,747 | — | $22.40万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $22.45万 | 0.05% | 36,500 | 2,500 | 7.4% | $1.54万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.55万 | 0.05% | 9,067 | 44 | 0.5% | $1,094 | 加仓 |
| ONON | ON HLDG AG | $22.56万 | 0.05% | 6,631 | -281 | -4.1% | -$9,560 | 减仓 |
| IEFA | ISHARES TR | $22.88万 | 0.05% | 2,527 | -287 | -10.2% | -$2.60万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $23.94万 | 0.06% | 2,920 | 1 | 0.0% | $82 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $24.91万 | 0.06% | 17,361 | 14 | 0.1% | $201 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.99万 | 0.06% | 414 | -3 | -0.7% | -$1,811 | 减仓 |
| VOT | VANGUARD INDEX FDS | $25.66万 | 0.06% | 997 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.68万 | 0.06% | 2,587 | -478 | -15.6% | -$4.75万 | 减仓 |
| IYC | ISHARES TR | $26.17万 | 0.06% | 2,700 | -760 | -22.0% | -$7.37万 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.30万 | 0.06% | 2,870 | 65 | 2.3% | $5,956 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $26.34万 | 0.06% | 1,219 | -855 | -41.2% | -$18.47万 | 减仓 |
| QUAL | ISHARES TR | $26.78万 | 0.06% | 1,396 | 1 | 0.1% | $192 | 加仓 |
| CVS | CVS HEALTH CORP | $26.94万 | 0.06% | 3,751 | 21 | 0.6% | $1,508 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.99万 | 0.06% | 10,528 | 23 | 0.2% | $590 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.10万 | 0.06% | 5,399 | 517 | 10.6% | $2.60万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $27.31万 | 0.06% | 3,541 | 602 | 20.5% | $4.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $27.32万 | 0.06% | 2,947 | 60 | 2.1% | $5,561 | 加仓 |
| VIS | VANGUARD WORLD FD | $28.10万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.44万 | 0.07% | 2,170 | -31 | -1.4% | -$4,063 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $28.85万 | 0.07% | 25,895 | -42,292 | -62.0% | -$47.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $28.89万 | 0.07% | 1,802 | -1,582 | -46.7% | -$25.36万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $29.34万 | 0.07% | 4,389 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $29.54万 | 0.07% | 5,257 | 1,829 | 53.4% | $10.28万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $29.56万 | 0.07% | 6,219 | 7 | 0.1% | $333 | 加仓 |
| CLH | CLEAN HARBORS INC | $29.59万 | 0.07% | 1,032 | -10 | -1.0% | -$2,867 | 减仓 |
| KO | COCA COLA CO | $29.81万 | 0.07% | 3,920 | 488 | 14.2% | $3.71万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $30.67万 | 0.07% | 6,859 | 6,859 | — | $30.67万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $30.74万 | 0.07% | 28,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $31.62万 | 0.07% | 12,598 | 7 | 0.1% | $176 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $31.64万 | 0.07% | 35,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.82万 | 0.07% | 2,175 | 2,175 | — | $31.82万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $31.85万 | 0.07% | 5,200 | -124 | -2.3% | -$7,596 | 减仓 |
| RCKY | ROCKY BRANDS INC | $32.35万 | 0.07% | 8,355 | -796 | -8.7% | -$3.08万 | 减仓 |
| AMGN | AMGEN INC | $32.68万 | 0.08% | 929 | 13 | 1.4% | $4,574 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $32.92万 | 0.08% | 14,300 | 927 | 6.9% | $2.13万 | 加仓 |
| YUM | YUM BRANDS INC | $32.93万 | 0.08% | 2,118 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $33.47万 | 0.08% | 12,935 | 10 | 0.1% | $259 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $33.49万 | 0.08% | 16,950 | -1,150 | -6.4% | -$2.27万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $34.05万 | 0.08% | 2,209 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $34.28万 | 0.08% | 3,680 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO EXCHANGE TRADED FD T | $34.62万 | 0.08% | 1,780 | -10 | -0.6% | -$1,945 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $35.11万 | 0.08% | 7,080 | 7,080 | — | $35.11万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $35.27万 | 0.08% | 2,268 | -427 | -15.8% | -$6.64万 | 减仓 |
| REGL | PROSHARES TR | $35.64万 | 0.08% | 4,125 | 11 | 0.3% | $950 | 加仓 |
| IBMQ | ISHARES TR | $35.99万 | 0.08% | 14,097 | 594 | 4.4% | $1.52万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $36.04万 | 0.08% | 10,169 | -2,693 | -20.9% | -$9.54万 | 减仓 |
| VALQ | AMERICAN CENTY ETF TR | $36.68万 | 0.08% | 5,641 | -68 | -1.2% | -$4,421 | 减仓 |
| SO | SOUTHERN CO | $36.83万 | 0.08% | 3,816 | 373 | 10.8% | $3.60万 | 加仓 |
| VEEV | VEEVA SYS INC | $37.28万 | 0.09% | 2,122 | -185 | -8.0% | -$3.25万 | 减仓 |
| BAC | BANK AMERICA CORP | $38.51万 | 0.09% | 7,899 | 12 | 0.2% | $585 | 加仓 |
| UNP | UNION PAC CORP | $38.75万 | 0.09% | 1,597 | 508 | 46.6% | $12.33万 | 加仓 |
| IDOG | ALPS ETF TR | $39.01万 | 0.09% | 9,365 | 9,365 | — | $39.01万 | 新建仓 |
| BLK | BLACKROCK INC | $39.14万 | 0.09% | 407 | 187 | 85.0% | $17.98万 | 加仓 |
| IVZ | INVESCO LTD | $39.60万 | 0.09% | 16,301 | 16,301 | — | $39.60万 | 新建仓 |
| MTUM | ISHARES TR | $39.60万 | 0.09% | 1,650 | -75 | -4.3% | -$1.80万 | 减仓 |
| MOAT | VANECK ETF TRUST | $39.78万 | 0.09% | 4,114 | -400 | -8.9% | -$3.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $39.97万 | 0.09% | 915 | -439 | -32.4% | -$19.18万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $40.49万 | 0.09% | 5,290 | 5,290 | — | $40.49万 | 新建仓 |
| AIQ | GLOBAL X FDS | $40.61万 | 0.09% | 8,702 | 884 | 11.3% | $4.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $40.80万 | 0.09% | 1,972 | 638 | 47.8% | $13.20万 | 加仓 |
| IBMP | ISHARES TR | $41.44万 | 0.10% | 16,291 | 1,131 | 7.5% | $2.88万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $41.58万 | 0.10% | 5,094 | 370 | 7.8% | $3.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.71万 | 0.10% | 1,721 | 553 | 47.3% | $13.40万 | 加仓 |
| IRM | IRON MTN INC DEL | $42.18万 | 0.10% | 4,130 | -161 | -3.8% | -$1.64万 | 减仓 |
| HD | HOME DEPOT INC | $42.25万 | 0.10% | 1,285 | -14 | -1.1% | -$4,603 | 减仓 |
| GE | GE AEROSPACE | $42.40万 | 0.10% | 1,494 | -412 | -21.6% | -$11.69万 | 减仓 |
| IGSB | ISHARES TR | $44.16万 | 0.10% | 8,402 | -484 | -5.4% | -$2.54万 | 减仓 |
| IBMO | ISHARES TR | $45.19万 | 0.10% | 17,630 | 1,182 | 7.2% | $3.03万 | 加仓 |
| PFFD | GLOBAL X FDS | $47.29万 | 0.11% | 25,700 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $47.54万 | 0.11% | 9,629 | -2,250 | -18.9% | -$11.11万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $48.32万 | 0.11% | 3,573 | 1,504 | 72.7% | $20.34万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $48.45万 | 0.11% | 5,172 | 4 | 0.1% | $375 | 加仓 |
| AMAT | APPLIED MATLS INC | $48.60万 | 0.11% | 1,422 | 283 | 24.8% | $9.67万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $49.43万 | 0.11% | 10,358 | -6,000 | -36.7% | -$28.63万 | 减仓 |
| RTX | RTX CORPORATION | $50.06万 | 0.12% | 2,595 | -496 | -16.0% | -$9.57万 | 减仓 |
| AES | AES CORP | $51.34万 | 0.12% | 36,435 | 6,648 | 22.3% | $9.37万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $51.34万 | 0.12% | 19,746 | 1,135 | 6.1% | $2.95万 | 加仓 |