13F 机构持仓

WealthBridge Capital Management, LLC

WESTERVILLE OH · SEC CIK 0001767313

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.03亿2026Q2
26Q126Q2

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

IVV 9.8%
RSP 5.0%
SPY 4.8%
BKLC 4.2%
QQQ 3.9%
BRK/B 3.4%
AAPL 3.0%
AMZN 2.4%
NVDA 2.3%
GLD 2.1%

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
SCHI SCHWAB STRATEGIC TR $51.38万0.12%22,656 3,50018.3% $7.94万 加仓
WMT WALMART INC $51.41万0.12%4,137 1804.5% $2.24万 加仓
SPG SIMON PPTY GROUP INC NEW $51.72万0.12%2,773 2,773— $51.72万 新建仓
— COHEN & STEERS SELECT PFD & $52.87万0.12%27,269 1,7286.8% $3.35万 加仓
IWD ISHARES TR $53.69万0.12%2,513 341.4% $7,264 加仓
IVW ISHARES TR $54.41万0.13%4,810 -390-7.5% -$4.41万 减仓
VGT VANGUARD WORLD FD $54.84万0.13%786 00.0% — 不变
EME EMCOR GROUP INC $56.45万0.13%765 344.7% $2.51万 加仓
IJR ISHARES TR $57.46万0.13%4,622 00.0% — 不变
MUB ISHARES TR $57.49万0.13%5,416 1,12826.3% $11.97万 加仓
CAT CATERPILLAR INC $59.49万0.14%840 10.1% $708 加仓
SUSA ISHARES TR $60.15万0.14%4,554 10.0% $132 加仓
XLK SELECT SECTOR SPDR TR $61.05万0.14%4,594 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $61.69万0.14%6,683 1,05218.7% $9.71万 加仓
PDP INVESCO EXCHANGE TRADED FD T $61.94万0.14%5,130 -145-2.7% -$1.75万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $62.30万0.14%8,286 -50-0.6% -$3,759 减仓
MU MICRON TECHNOLOGY INC $62.50万0.14%1,850 502.8% $1.69万 加仓
T AT&T INC $62.51万0.14%21,564 5,28032.4% $15.31万 加仓
VLO VALERO ENERGY CORP $63.18万0.15%2,557 2149.1% $5.29万 加仓
SDY SPDR SERIES TRUST $64.02万0.15%4,387 -85-1.9% -$1.24万 减仓
JNJ JOHNSON & JOHNSON $65.55万0.15%2,682 29112.2% $7.11万 加仓
PEP PEPSICO INC $65.64万0.15%4,227 380.9% $5,901 加仓
ABT ABBOTT LABORATORIES $66.62万0.15%6,489 00.0% — 不变
XLV SELECT SECTOR SPDR TR $66.86万0.15%4,560 -1,003-18.0% -$14.71万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $67.15万0.15%9,834 -20,016-67.1% -$136.67万 减仓
KXI ISHARES TR $68.69万0.16%10,250 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $68.85万0.16%10,505 -77-0.7% -$5,047 减仓
ITOT ISHARES TR $69.89万0.16%4,907 -16-0.3% -$2,279 减仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $69.98万0.16%10,640 3333.2% $2.19万 加仓
COST COSTCO WHOLESALE CORPORATION $71.76万0.17%720 182.6% $1.79万 加仓
PWR QUANTA SVCS INC $72.75万0.17%1,325 735.8% $4.01万 加仓
IDLV INVESCO EXCH TRADED FD TR II $73.09万0.17%21,215 5,38834.0% $18.56万 加仓
UTWO RBB FD INC $79.97万0.18%16,562 -672-3.9% -$3.24万 减仓
GS GOLDMAN SACHS GROUP INC $81.56万0.19%964 11513.5% $9.73万 加仓
LRCX LAM RESEARCH CORP $82.13万0.19%3,844 00.0% — 不变
ITA ISHARES TR $86.12万0.20%3,937 1594.2% $3.48万 加仓
— INVESCO EXCHANGE TRADED FD T $87.61万0.20%8,071 -240-2.9% -$2.61万 减仓
— SPDR SERIES TRUST $88.08万0.20%10,297 -400-3.7% -$3.42万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $89.13万0.21%9,608 -173-1.8% -$1.60万 减仓
APH AMPHENOL CORP $93.81万0.22%7,425 -1,644-18.1% -$20.77万 减仓
HDV ISHARES TR $96.10万0.22%7,081 4,497174.0% $61.03万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $96.15万0.22%15,339 -924-5.7% -$5.79万 减仓
MCD MCDONALDS CORP $96.34万0.22%3,100 280.9% $8,702 加仓
GTOP GOLDMAN SACHS ETF TR $98.28万0.23%27,142 -1,040-3.7% -$3.77万 减仓
VRT VERTIV HOLDINGS CO $98.48万0.23%3,930 -521-11.7% -$13.05万 减仓
SHV ISHARES TR $98.97万0.23%8,966 8,966— $98.97万 新建仓
VO VANGUARD INDEX FDS $102.18万0.24%3,558 00.0% — 不变
QLD PROSHARES TR $102.73万0.24%16,841 7,99790.4% $48.78万 加仓
STWD STARWOOD PPTY TR INC $103.44万0.24%60,071 8,50916.5% $14.65万 加仓
GOVI INVESCO EXCH TRADED FD TR II $106.86万0.25%39,173 39,173— $106.86万 新建仓
FUMB FIRST TR EXCH TRADED FD III $109.80万0.25%54,765 10,51223.8% $21.08万 加仓
HYD VANECK ETF TRUST $110.73万0.26%22,085 2,23511.3% $11.21万 加仓
PG PROCTER & GAMBLE CO $115.26万0.27%7,980 230.3% $3,322 加仓
XAR SPDR SERIES TRUST $119.26万0.27%4,695 1,10830.9% $28.14万 加仓
IVOO VANGUARD ADMIRAL FDS INC $119.98万0.28%10,495 -411-3.8% -$4.70万 减仓
TRFK PACER FDS TR $127.75万0.29%20,525 -257-1.2% -$1.60万 减仓
— TEMA ETF TRUST $134.60万0.31%27,039 5001.9% $2.49万 加仓
DTE DTE ENERGY CO $134.86万0.31%9,223 1,95626.9% $28.60万 加仓
SMH VANECK ETF TRUST $139.33万0.32%3,634 3,634— $139.33万 新建仓
— SPDR SERIES TRUST $139.63万0.32%14,039 -2,748-16.4% -$27.33万 减仓
SCHD SCHWAB STRATEGIC TR $140.34万0.32%45,742 1,3183.0% $4.04万 加仓
VOO VANGUARD INDEX FDS $141.79万0.33%2,373 32215.7% $19.24万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.33%2 00.0% — 不变
DGRW WISDOMTREE TR $145.88万0.34%16,608 200.1% $1,757 加仓
FBND FIDELITY MERRIMACK STR TR $158.65万0.37%34,777 3,75712.1% $17.14万 加仓
AVGO BROADCOM INC $159.35万0.37%5,149 2996.2% $9.25万 加仓
V VISA INC $160.24万0.37%5,302 55711.7% $16.83万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $160.71万0.37%12,657 -9,188-42.1% -$116.66万 减仓
DLN WISDOMTREE TR $162.46万0.37%18,187 -95-0.5% -$8,486 减仓
NOBL PROSHARES TR $164.77万0.38%15,543 -442-2.8% -$4.69万 减仓
FSIG FIRST TR EXCHANGE-TRADED FD $167.85万0.39%88,624 14,37519.4% $27.23万 加仓
— INVESCO EXCHANGE TRADED FD T $173.13万0.40%58,690 -1,240-2.1% -$3.66万 减仓
FPE FIRST TR EXCH TRADED FD III $176.15万0.41%99,241 7,3047.9% $12.96万 加仓
JMST J P MORGAN EXCHANGE TRADED F $179.08万0.41%35,128 4,68415.4% $23.88万 加仓
TSLA TESLA INC $181.34万0.42%4,878 -120-2.4% -$4.46万 减仓
DIA STATE STR SPDR DOW JONES IND $193.38万0.45%4,175 50.1% $2,316 加仓
NFLX NETFLIX INC. $194.78万0.45%20,258 9454.9% $9.09万 加仓
— INVESCO BD FD $196.58万0.45%131,052 -1,362-1.0% -$2.04万 减仓
— ISHARES TR $200.19万0.46%60,081 990.2% $3,299 加仓
PLPC PREFORMED LINE PRODS CO $206.07万0.47%7,611 -400-5.0% -$10.83万 减仓
IAU ISHARES GOLD TR $206.21万0.47%23,390 -1,723-6.9% -$15.19万 减仓
SHLD GLOBAL X FDS $207.16万0.48%29,243 3,61114.1% $25.58万 加仓
DVY ISHARES TR $233.84万0.54%15,444 -16-0.1% -$2,423 减仓
SPLV INVESCO EXCH TRADED FD TR II $243.04万0.56%33,230 2870.9% $2.10万 加仓
— WISDOMTREE TR $243.98万0.56%21,085 30.0% $347 加仓
GOOGL ALPHABET INC $250.73万0.58%8,719 -76-0.9% -$2.19万 减仓
IWF ISHARES TR $251.39万0.58%5,896 -27-0.5% -$1.15万 减仓
IVE ISHARES TR $251.63万0.58%11,917 -13-0.1% -$2,745 减仓
META META PLATFORMS INC $252.67万0.58%4,416 701.6% $4.01万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $272.66万0.63%4,421 80.2% $4,934 加仓
— EXXON MOBIL CORP $272.72万0.63%16,074 3842.4% $6.52万 加仓
MA MASTERCARD INCORPORATED $275.17万0.63%5,507 150.3% $7,495 加仓
FGD FIRST TR EXCHANGE-TRADED FD $275.36万0.63%86,237 9,87512.9% $31.53万 加仓
ABBV ABBVIE INC $285.34万0.66%13,120 850.7% $1.85万 加仓
AMLP ALPS ETF TR $296.74万0.68%56,372 2,1624.0% $11.38万 加仓
JPM JPMORGAN CHASE & CO $308.05万0.71%10,472 1491.4% $4.38万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $308.33万0.71%13,175 -229-1.7% -$5.36万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $352.65万0.81%76,879 4,7406.6% $21.74万 加仓
IWM ISHARES TR $385.38万0.89%15,539 -3,596-18.8% -$89.18万 减仓
XLI SELECT SECTOR SPDR TR $387.84万0.89%23,981 2301.0% $3.72万 加仓