13F 机构持仓

WealthBridge Capital Management, LLC

WESTERVILLE OH · SEC CIK 0001767313

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.0%
RSP 4.9%
SPY 4.8%
BKLC 4.4%
QQQ 4.4%
AAPL 3.1%
BRK/B 2.8%
AMZN 2.4%
NVDA 2.3%
IGM 2.2%

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
IVZ INVESCO LTD $47.58万0.09%18,030 1,72910.6% $4.56万 加仓
PFFD GLOBAL X FDS $48.03万0.10%25,700 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $48.65万0.10%1,730 90.5% $2,531 加仓
FXR FIRST TR EXCHANGE-TRADED FD $49.79万0.10%5,464 3707.3% $3.37万 加仓
WDC WESTERN DIGITAL CORP $50.20万0.10%786 786— $50.20万 新建仓
SCYB SCHWAB STRATEGIC TR $50.28万0.10%19,204 -542-2.7% -$1.42万 减仓
XLF SELECT SECTOR SPDR TR $50.42万0.10%9,405 -224-2.3% -$1.20万 减仓
VUG VANGUARD INDEX FDS $50.80万0.10%5,897 4077.4% $3.51万 加仓
HIG HARTFORD INSURANCE GROUP INC $51.79万0.10%3,908 3359.4% $4.44万 加仓
CVX CHEVRON CORPORATION $52.04万0.10%3,139 1,16759.2% $19.35万 加仓
GCC WISDOMTREE TR $52.15万0.10%23,026 23,026— $52.15万 新建仓
CLX CLOROX CO DEL $52.37万0.10%5,487 5,487— $52.37万 新建仓
SCHI SCHWAB STRATEGIC TR $53.56万0.11%23,656 1,0004.4% $2.26万 加仓
PANW PALO ALTO NETWORKS INC $53.57万0.11%1,571 -231-12.8% -$7.88万 减仓
T AT&T INC $53.87万0.11%26,022 4,45820.7% $9.23万 加仓
— COHEN & STEERS SELECT PFD & $54.89万0.11%27,269 00.0% — 不变
IWD ISHARES TR $55.10万0.11%2,273 -240-9.6% -$5.82万 减仓
ABT ABBOTT LABORATORIES $55.18万0.11%6,081 -408-6.3% -$3.70万 减仓
MTUM ISHARES TR $56.57万0.11%1,650 00.0% — 不变
PEP PEPSICO INC $56.76万0.11%4,192 -35-0.8% -$4,739 减仓
MCD MCDONALDS CORP $58.90万0.12%2,179 -921-29.7% -$24.90万 减仓
MUB ISHARES TR $58.95万0.12%5,478 621.1% $6,673 加仓
TDIV FIRST TR EXCHANGE TRADED FD $59.47万0.12%5,177 50.1% $574 加仓
AMAT APPLIED MATLS INC $60.09万0.12%831 -591-41.6% -$42.74万 减仓
SPG SIMON PPTY GROUP INC NEW $60.66万0.12%2,712 -61-2.2% -$1.36万 减仓
RTX RTX CORPORATION $62.13万0.12%3,274 67926.2% $12.88万 加仓
XLV SELECT SECTOR SPDR TR $62.60万0.12%3,946 -614-13.5% -$9.74万 减仓
VLO VALERO ENERGY CORP $63.99万0.13%2,457 -100-3.9% -$2.60万 减仓
IVW ISHARES TR $65.04万0.13%4,729 -81-1.7% -$1.11万 减仓
AIQ GLOBAL X FDS $65.39万0.13%9,967 1,26514.5% $8.30万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $65.83万0.13%7,306 -980-11.8% -$8.83万 减仓
GE GE AEROSPACE $65.97万0.13%1,765 27118.1% $10.13万 加仓
EME EMCOR GROUP INC $66.86万0.13%806 415.4% $3.40万 加仓
JNJ JOHNSON & JOHNSON $68.19万0.14%2,685 30.1% $762 加仓
SDY SPDR SERIES TRUST $68.21万0.14%4,482 952.2% $1.45万 加仓
COST COSTCO WHOLESALE CORPORATION $68.30万0.14%730 101.4% $9,356 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $68.33万0.14%7,275 -2,333-24.3% -$21.91万 减仓
IJR ISHARES TR $68.38万0.14%4,611 -11-0.2% -$1,631 减仓
SHLD GLOBAL X FDS $69.54万0.14%11,647 -17,596-60.2% -$105.06万 减仓
SUSA ISHARES TR $70.27万0.14%4,554 00.0% — 不变
KXI ISHARES TR $71.24万0.14%10,550 3002.9% $2.03万 加仓
ORLY OREILLY AUTOMOTIVE INC $73.50万0.15%7,981 1,29819.4% $11.95万 加仓
STWD STARWOOD PPTY TR INC $73.78万0.15%45,045 -15,026-25.0% -$24.61万 减仓
LMT LOCKHEED MARTIN CORP $74.72万0.15%1,467 1,053254.3% $53.63万 加仓
PDP INVESCO EXCHANGE TRADED FD T $74.80万0.15%4,930 -200-3.9% -$3.03万 减仓
VGT VANGUARD WORLD FD $75.27万0.15%6,298 100.2% $1,195 加仓
PWR QUANTA SVCS INC $77.55万0.15%1,077 -248-18.7% -$17.86万 减仓
IDLV INVESCO EXCH TRADED FD TR II $77.56万0.15%22,484 1,2696.0% $4.38万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $79.40万0.16%2,372 1,15394.6% $38.60万 加仓
UTWO RBB FD INC $79.43万0.16%16,562 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $79.68万0.16%9,829 -5-0.1% -$405 减仓
ITOT ISHARES TR $83.97万0.17%5,112 2054.2% $3.37万 加仓
XLK SELECT SECTOR SPDR TR $87.52万0.17%4,594 00.0% — 不变
NUKZ EXCHANGE TRADED CONCEPTS TRU $87.84万0.17%12,887 2,24721.1% $15.32万 加仓
CAT CATERPILLAR INC $89.66万0.18%842 20.2% $2,130 加仓
— INVESCO EXCHANGE TRADED FD T $90.40万0.18%8,071 00.0% — 不变
ITA ISHARES TR $92.53万0.18%3,817 -120-3.0% -$2.91万 减仓
— INVESTMENT MANAGERS SER TR I $93.30万0.19%9,699 -806-7.7% -$7.75万 减仓
HDV ISHARES TR $101.28万0.20%36,950 1,5454.4% $4.23万 加仓
IRM IRON MTN INC DEL $101.75万0.20%8,055 3,92595.0% $49.58万 加仓
EFA ISHARES TR $104.71万0.21%10,080 10,080— $104.71万 新建仓
GS GOLDMAN SACHS GROUP INC $106.43万0.21%1,052 889.1% $8.90万 加仓
VRT VERTIV HOLDINGS CO $107.92万0.21%3,223 -707-18.0% -$23.67万 减仓
QLD PROSHARES TR $111.54万0.22%11,528 -5,313-31.5% -$51.41万 减仓
VO VANGUARD INDEX FDS $114.16万0.23%14,169 -63-0.4% -$5,076 减仓
FUMB FIRST TR EXCH TRADED FD III $114.86万0.23%57,274 2,5094.6% $5.03万 加仓
— SPDR SERIES TRUST $116.44万0.23%10,362 650.6% $7,304 加仓
PG PROCTER & GAMBLE CO $116.85万0.23%7,969 -11-0.1% -$1,613 减仓
GTOP GOLDMAN SACHS ETF TR $131.91万0.26%26,492 -650-2.4% -$3.24万 减仓
HYD VANECK ETF TRUST $131.97万0.26%25,620 3,53516.0% $18.21万 加仓
SMH VANECK ETF TRUST $135.18万0.27%2,061 -1,573-43.3% -$103.17万 减仓
IVOO VANGUARD ADMIRAL FDS INC $136.41万0.27%10,461 -34-0.3% -$4,434 减仓
APH AMPHENOL CORP $136.66万0.27%7,751 3264.4% $5.75万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $137.84万0.27%15,341 20.0% $180 加仓
NFLX NETFLIX INC. $141.95万0.28%19,881 -377-1.9% -$2.69万 减仓
GOVI INVESCO EXCH TRADED FD TR II $142.21万0.28%52,381 13,20833.7% $35.86万 加仓
XAR SPDR SERIES TRUST $143.99万0.29%5,074 3798.1% $10.76万 加仓
FBND FIDELITY MERRIMACK STR TR $145.40万0.29%31,963 -2,814-8.1% -$12.80万 减仓
SCHD SCHWAB STRATEGIC TR $146.36万0.29%46,155 4130.9% $1.31万 加仓
DTE DTE ENERGY CO $146.85万0.29%9,638 4154.5% $6.32万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.30%2 00.0% — 不变
DGRW WISDOMTREE TR $153.07万0.30%16,008 -600-3.6% -$5.74万 减仓
PGR PROGRESSIVE CORP $158.70万0.32%7,265 3,38187.0% $73.86万 重新持有
— TEMA ETF TRUST $166.23万0.33%26,441 -598-2.2% -$3.76万 减仓
LRCX LAM RESEARCH CORP $166.57万0.33%3,844 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $166.99万0.33%55,700 -2,990-5.1% -$8.96万 减仓
IAU ISHARES GOLD TR $169.31万0.34%22,422 -968-4.1% -$7.31万 减仓
VOO VANGUARD INDEX FDS $173.37万0.34%2,524 1516.4% $10.37万 加仓
NOBL PROSHARES TR $174.25万0.35%31,027 -59-0.2% -$3,313 减仓
DLN WISDOMTREE TR $175.18万0.35%18,187 00.0% — 不变
TRFK PACER FDS TR $175.57万0.35%16,454 -4,071-19.8% -$43.44万 减仓
— SPDR SERIES TRUST $181.27万0.36%15,172 1,1338.1% $13.54万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $181.53万0.36%96,278 7,6548.6% $14.43万 加仓
JMST J P MORGAN EXCHANGE TRADED F $184.68万0.37%36,211 1,0833.1% $5.52万 加仓
— ISHARES TR $185.97万0.37%47,128 -12,953-21.6% -$51.11万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $187.32万0.37%11,737 -920-7.3% -$14.68万 减仓
V VISA INC $188.91万0.38%5,506 2043.8% $7.00万 加仓
AVGO BROADCOM INC $189.05万0.38%5,005 -144-2.8% -$5.44万 减仓
FPE FIRST TR EXCH TRADED FD III $190.27万0.38%106,416 7,1757.2% $12.83万 加仓
— INVESCO BD FD $190.39万0.38%125,586 -5,466-4.2% -$8.29万 减仓