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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $0 | 0.00% | 0 | -8,966 | -100.0% | -$98.97万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -36,435 | -100.0% | -$51.34万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,290 | -100.0% | -$40.49万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -407 | -100.0% | -$39.14万 | 清仓 |
| IDOG | ALPS ETF TR | $0 | 0.00% | 0 | -9,365 | -100.0% | -$39.01万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,268 | -100.0% | -$35.27万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,080 | -100.0% | -$35.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,175 | -100.0% | -$31.82万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,859 | -100.0% | -$30.67万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,587 | -100.0% | -$25.68万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -6,631 | -100.0% | -$22.56万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,254 | -100.0% | -$20.38万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,069 | -100.0% | -$20.27万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $5.96万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $9.38万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.34万 | 0.03% | 16,657 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $18.92万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.30万 | 0.04% | 1,201 | 100 | 9.1% | $1.69万 | 加仓 |
| MTZ | MASTEC INC | $20.51万 | 0.04% | 493 | 493 | — | $20.51万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.20万 | 0.04% | 951 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $21.26万 | 0.04% | 1,943 | 1,943 | — | $21.26万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.90万 | 0.04% | 7,906 | 7,906 | — | $21.90万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $22.07万 | 0.04% | 821 | 821 | — | $22.07万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.19万 | 0.04% | 6,142 | 6,142 | — | $22.19万 | 新建仓 |
| IBMR | ISHARES TR | $22.27万 | 0.04% | 8,772 | 561 | 6.8% | $1.42万 | 加仓 |
| IBMS | ISHARES TR | $22.29万 | 0.04% | 8,618 | 604 | 7.5% | $1.56万 | 加仓 |
| MSCI | MSCI INC | $22.35万 | 0.04% | 399 | 1 | 0.3% | $560 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $22.36万 | 0.04% | 4,887 | 4,887 | — | $22.36万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $22.43万 | 0.04% | 6,479 | 6,479 | — | $22.43万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $22.51万 | 0.04% | 18,286 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $22.60万 | 0.04% | 2,720 | -200 | -6.8% | -$1.66万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.64万 | 0.04% | 474 | 474 | — | $22.64万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.69万 | 0.05% | 9,117 | 50 | 0.6% | $1,244 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $22.78万 | 0.05% | 35,257 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.02万 | 0.05% | 9,786 | 39 | 0.4% | $917 | 加仓 |
| IYC | ISHARES TR | $23.15万 | 0.05% | 2,290 | -410 | -15.2% | -$4.15万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.20万 | 0.05% | 2,465 | 2,465 | — | $23.20万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.52万 | 0.05% | 566 | -501 | -47.0% | -$20.82万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $23.53万 | 0.05% | 405 | 405 | — | $23.53万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $23.85万 | 0.05% | 22,500 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $24.06万 | 0.05% | 337 | 337 | — | $24.06万 | 新建仓 |
| IEFA | ISHARES TR | $24.41万 | 0.05% | 2,527 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $25.89万 | 0.05% | 18,092 | 731 | 4.2% | $1.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $26.11万 | 0.05% | 4,916 | -284 | -5.5% | -$1.51万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $26.16万 | 0.05% | 40,000 | 3,500 | 9.6% | $2.29万 | 加仓 |
| ETN | EATON CORP PLC | $26.59万 | 0.05% | 624 | 15 | 2.5% | $6,392 | 加仓 |
| MEAR | ISHARES U S ETF TR | $26.84万 | 0.05% | 5,328 | 5,328 | — | $26.84万 | 新建仓 |
| VEEV | VEEVA SYS INC | $27.40万 | 0.05% | 1,544 | -578 | -27.2% | -$10.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.46万 | 0.05% | 8,116 | 8,116 | — | $27.46万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $27.84万 | 0.06% | 30,200 | -5,000 | -14.2% | -$4.61万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.54万 | 0.06% | 6,741 | 1,342 | 24.9% | $5.68万 | 加仓 |
| QUAL | ISHARES TR | $29.61万 | 0.06% | 1,349 | -47 | -3.4% | -$1.03万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.69万 | 0.06% | 2,170 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $29.80万 | 0.06% | 4,314 | -75 | -1.7% | -$5,181 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.85万 | 0.06% | 5,657 | 5,657 | — | $29.85万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $30.07万 | 0.06% | 9,669 | 9,669 | — | $30.07万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $30.36万 | 0.06% | 3,552 | 11 | 0.3% | $940 | 加仓 |
| VOT | VANGUARD INDEX FDS | $30.54万 | 0.06% | 997 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $30.87万 | 0.06% | 3,739 | 3,739 | — | $30.87万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.04万 | 0.06% | 10,547 | 19 | 0.2% | $559 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $31.07万 | 0.06% | 10,297 | 128 | 1.3% | $3,862 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $31.22万 | 0.06% | 1,932 | 1,932 | — | $31.22万 | 新建仓 |
| KO | COCA COLA CO | $31.55万 | 0.06% | 3,882 | -38 | -1.0% | -$3,088 | 减仓 |
| GLDM | WORLD GOLD TR | $31.74万 | 0.06% | 3,996 | 1,049 | 35.6% | $8.33万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $31.80万 | 0.06% | 28,088 | 2,193 | 8.5% | $2.48万 | 加仓 |
| CLH | CLEAN HARBORS INC | $32.09万 | 0.06% | 1,074 | 42 | 4.1% | $1.25万 | 加仓 |
| VIS | VANGUARD WORLD FD | $32.43万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $32.48万 | 0.06% | 28,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $33.63万 | 0.07% | 6,225 | 6 | 0.1% | $324 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $33.80万 | 0.07% | 14,678 | 378 | 2.6% | $8,705 | 加仓 |
| YUM | YUM BRANDS INC | $33.86万 | 0.07% | 2,118 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.99万 | 0.07% | 939 | 10 | 1.1% | $3,620 | 加仓 |
| RCKY | ROCKY BRANDS INC | $34.46万 | 0.07% | 8,355 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $34.61万 | 0.07% | 17,050 | 100 | 0.6% | $2,030 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $35.71万 | 0.07% | 12,942 | 7 | 0.1% | $193 | 加仓 |
| SO | SOUTHERN CO | $36.23万 | 0.07% | 3,785 | -31 | -0.8% | -$2,967 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.50万 | 0.07% | 12,605 | 7 | 0.1% | $203 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $36.74万 | 0.07% | 4,447 | 1,465 | 49.1% | $12.10万 | 加仓 |
| ILCV | ISHARES TR | $37.26万 | 0.07% | 3,680 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $37.37万 | 0.07% | 14,609 | 512 | 3.6% | $1.31万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $37.92万 | 0.08% | 6,070 | 813 | 15.5% | $5.08万 | 加仓 |
| REGL | PROSHARES TR | $37.93万 | 0.08% | 4,142 | 17 | 0.4% | $1,557 | 加仓 |
| CVS | CVS HEALTH CORP | $38.17万 | 0.08% | 3,690 | -61 | -1.6% | -$6,310 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $38.44万 | 0.08% | 8,436 | 8,436 | — | $38.44万 | 新建仓 |
| VALQ | AMERICAN CENTY ETF TR | $39.32万 | 0.08% | 5,641 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $41.67万 | 0.08% | 10,358 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $42.24万 | 0.08% | 4,609 | 1,739 | 60.6% | $15.94万 | 加仓 |
| IBMP | ISHARES TR | $42.36万 | 0.08% | 16,663 | 372 | 2.3% | $9,456 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $42.80万 | 0.09% | 2,209 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $42.82万 | 0.09% | 4,119 | 5 | 0.1% | $520 | 加仓 |
| UNP | UNION PAC CORP | $43.11万 | 0.09% | 1,585 | -12 | -0.8% | -$3,264 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.58万 | 0.09% | 571 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $43.78万 | 0.09% | 1,766 | 1,766 | — | $43.78万 | 新建仓 |
| IGSB | ISHARES TR | $44.03万 | 0.09% | 8,402 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $45.00万 | 0.09% | 1,276 | -9 | -0.7% | -$3,174 | 减仓 |
| BAC | BANK OF AMER CORP | $45.06万 | 0.09% | 7,909 | 10 | 0.1% | $570 | 加仓 |
| IBMO | ISHARES TR | $45.62万 | 0.09% | 17,793 | 163 | 0.9% | $4,179 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $46.40万 | 0.09% | 1,780 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $47.00万 | 0.09% | 3,013 | 3,013 | — | $47.00万 | 新建仓 |
| WMT | WALMART INC | $47.02万 | 0.09% | 4,152 | 15 | 0.4% | $1,699 | 加仓 |