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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $199.24万 | 0.40% | 4,737 | -141 | -2.9% | -$5.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $200.73万 | 0.40% | 1,739 | -111 | -6.0% | -$12.81万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $218.12万 | 0.43% | 4,175 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $220.85万 | 0.44% | 36,956 | 36,956 | — | $220.85万 | 新建仓 |
| META | META PLATFORMS INC | $241.84万 | 0.48% | 4,293 | -123 | -2.8% | -$6.93万 | 减仓 |
| DVY | ISHARES TR | $241.95万 | 0.48% | 15,480 | 36 | 0.2% | $5,627 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $243.41万 | 0.48% | 32,498 | -732 | -2.2% | -$5.48万 | 减仓 |
| IVE | ISHARES TR | $267.86万 | 0.53% | 11,797 | -120 | -1.0% | -$2.72万 | 减仓 |
| — | WISDOMTREE TR | $273.61万 | 0.54% | 20,865 | -220 | -1.0% | -$2.88万 | 减仓 |
| — | EXXON MOBIL CORP | $281.82万 | 0.56% | 20,613 | 4,539 | 28.2% | $62.06万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $283.38万 | 0.56% | 10,705 | -2,470 | -18.7% | -$65.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $285.06万 | 0.57% | 5,550 | 43 | 0.8% | $2.21万 | 加仓 |
| IWF | ISHARES TR | $296.30万 | 0.59% | 23,863 | 279 | 1.2% | $3.46万 | 加仓 |
| AMLP | ALPS ETF TR | $304.87万 | 0.61% | 58,799 | 2,427 | 4.3% | $12.58万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $312.15万 | 0.62% | 4,438 | 17 | 0.4% | $1.20万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $312.48万 | 0.62% | 7,611 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $315.25万 | 0.63% | 8,821 | 102 | 1.2% | $3.65万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $321.40万 | 0.64% | 100,468 | 14,231 | 16.5% | $45.53万 | 加仓 |
| ABBV | ABBVIE INC | $332.38万 | 0.66% | 13,209 | 89 | 0.7% | $2.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $343.79万 | 0.68% | 10,503 | 31 | 0.3% | $1.01万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $435.05万 | 0.86% | 191,230 | -4,685 | -2.4% | -$10.66万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $439.48万 | 0.87% | 78,803 | 1,924 | 2.5% | $10.73万 | 加仓 |
| IWM | ISHARES TR | $460.45万 | 0.92% | 15,325 | -214 | -1.4% | -$6.43万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $462.39万 | 0.92% | 24,963 | 982 | 4.1% | $18.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $494.72万 | 0.98% | 13,263 | 570 | 4.5% | $21.26万 | 加仓 |
| ICSH | ISHARES TR | $505.35万 | 1.00% | 99,911 | 1,132 | 1.1% | $5.73万 | 加仓 |
| EMR | EMERSON ELEC CO | $511.30万 | 1.02% | 35,718 | -6 | -0.0% | -$859 | 减仓 |
| USMV | ISHARES TR | $522.35万 | 1.04% | 54,152 | -4,246 | -7.3% | -$40.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $555.74万 | 1.10% | 15,018 | 252 | 1.7% | $9.33万 | 加仓 |
| PAVE | GLOBAL X FDS | $601.16万 | 1.19% | 102,030 | 12,184 | 13.6% | $71.79万 | 加仓 |
| LLY | ELI LILLY & CO | $669.05万 | 1.33% | 5,578 | -27 | -0.5% | -$3.24万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $692.07万 | 1.38% | 51,937 | 6,413 | 14.1% | $85.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $730.40万 | 1.45% | 30,868 | -75 | -0.2% | -$1.77万 | 减仓 |
| IYW | ISHARES TR | $762.18万 | 1.51% | 30,218 | -1,132 | -3.6% | -$28.55万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $785.70万 | 1.56% | 40,975 | 2,705 | 7.1% | $51.87万 | 加仓 |
| GLD | SPDR GOLD TR | $787.38万 | 1.56% | 21,374 | 18 | 0.1% | $6,631 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $908.50万 | 1.81% | 57,489 | -167 | -0.3% | -$2.64万 | 减仓 |
| GOOG | ALPHABET INC | $963.76万 | 1.92% | 27,277 | -1,057 | -3.7% | -$37.35万 | 减仓 |
| IGM | ISHARES TR | $1,082.35万 | 2.15% | 66,166 | -1,649 | -2.4% | -$26.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,136.75万 | 2.26% | 56,812 | -641 | -1.1% | -$12.83万 | 减仓 |
| AMZN | AMAZON COM INC | $1,184.93万 | 2.36% | 49,716 | -160 | -0.3% | -$3.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,415.75万 | 2.81% | 28,293 | -2,226 | -7.3% | -$111.39万 | 减仓 |
| AAPL | APPLE INC | $1,582.56万 | 3.15% | 54,692 | 3,957 | 7.8% | $114.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,228.65万 | 4.43% | 30,264 | 968 | 3.3% | $71.28万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $2,234.35万 | 4.44% | 155,823 | 9,904 | 6.8% | $142.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,429.49万 | 4.83% | 32,533 | 230 | 0.7% | $17.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,463.43万 | 4.90% | 115,779 | 2,292 | 2.0% | $48.77万 | 加仓 |
| IVV | ISHARES TR | $5,026.14万 | 9.99% | 67,115 | 2,037 | 3.1% | $152.55万 | 加仓 |