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 |
|---|---|---|---|---|---|---|---|---|
| BTT | BLACKROCK MUN TARGET TERM TR | $444.73万 | 1.02% | 195,915 | 5,870 | 3.1% | $13.32万 | 加仓 |
| PAVE | GLOBAL X FDS | $456.51万 | 1.05% | 89,846 | 5,473 | 6.5% | $27.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $468.06万 | 1.08% | 35,724 | -42 | -0.1% | -$5,503 | 减仓 |
| MSFT | MICROSOFT CORP | $469.86万 | 1.08% | 12,693 | 296 | 2.4% | $10.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $473.70万 | 1.09% | 14,766 | -199 | -1.3% | -$6.38万 | 减仓 |
| ICSH | ISHARES TR | $500.02万 | 1.15% | 98,779 | 2,780 | 2.9% | $14.07万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $504.32万 | 1.16% | 45,524 | -2,374 | -5.0% | -$26.30万 | 减仓 |
| LLY | ELI LILLY & CO | $515.53万 | 1.19% | 5,605 | 25 | 0.4% | $2.30万 | 加仓 |
| USMV | ISHARES TR | $541.58万 | 1.25% | 58,398 | 433 | 0.7% | $4.02万 | 加仓 |
| IYW | ISHARES TR | $568.76万 | 1.31% | 31,350 | -515 | -1.6% | -$9.34万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $626.02万 | 1.44% | 38,270 | 2,113 | 5.8% | $34.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $665.45万 | 1.53% | 30,943 | 925 | 3.1% | $19.89万 | 加仓 |
| IGM | ISHARES TR | $803.68万 | 1.85% | 67,815 | 290 | 0.4% | $3.44万 | 加仓 |
| GOOG | ALPHABET INC | $812.80万 | 1.87% | 28,334 | -422 | -1.5% | -$12.11万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $853.88万 | 1.97% | 57,656 | 1,032 | 1.8% | $15.28万 | 加仓 |
| GLD | SPDR GOLD TR | $918.93万 | 2.12% | 21,356 | -351 | -1.6% | -$15.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,001.98万 | 2.31% | 57,453 | 121 | 0.2% | $2.11万 | 加仓 |
| AMZN | AMAZON COM INC | $1,038.77万 | 2.39% | 49,876 | -414 | -0.8% | -$8.62万 | 减仓 |
| AAPL | APPLE INC | $1,287.62万 | 2.97% | 50,735 | -256 | -0.5% | -$6.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,462.47万 | 3.37% | 30,519 | -957 | -3.0% | -$45.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,690.89万 | 3.89% | 29,296 | -459 | -1.5% | -$26.49万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $1,821.21万 | 4.19% | 145,919 | -1,691 | -1.1% | -$21.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,100.80万 | 4.84% | 32,303 | -221 | -0.7% | -$14.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,178.03万 | 5.02% | 113,487 | 2,859 | 2.6% | $54.87万 | 加仓 |
| IVV | ISHARES TR | $4,250.97万 | 9.79% | 65,078 | 74 | 0.1% | $4.83万 | 加仓 |