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 |
|---|---|---|---|---|---|---|---|---|
| IDLV | INVESCO EXCH TRADED FD TR II | $77.56万 | 0.15% | 22,484 | 1,269 | 6.0% | $4.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $77.55万 | 0.15% | 1,077 | -248 | -18.7% | -$17.86万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.27万 | 0.15% | 6,298 | 10 | 0.2% | $1,195 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $74.80万 | 0.15% | 4,930 | -200 | -3.9% | -$3.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $74.72万 | 0.15% | 1,467 | 1,053 | 254.3% | $53.63万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $73.78万 | 0.15% | 45,045 | -15,026 | -25.0% | -$24.61万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $73.50万 | 0.15% | 7,981 | 1,298 | 19.4% | $11.95万 | 加仓 |
| KXI | ISHARES TR | $71.24万 | 0.14% | 10,550 | 300 | 2.9% | $2.03万 | 加仓 |
| SUSA | ISHARES TR | $70.27万 | 0.14% | 4,554 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $69.54万 | 0.14% | 11,647 | -17,596 | -60.2% | -$105.06万 | 减仓 |
| IJR | ISHARES TR | $68.38万 | 0.14% | 4,611 | -11 | -0.2% | -$1,631 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $68.33万 | 0.14% | 7,275 | -2,333 | -24.3% | -$21.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.30万 | 0.14% | 730 | 10 | 1.4% | $9,356 | 加仓 |
| SDY | SPDR SERIES TRUST | $68.21万 | 0.14% | 4,482 | 95 | 2.2% | $1.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.19万 | 0.14% | 2,685 | 3 | 0.1% | $762 | 加仓 |
| EME | EMCOR GROUP INC | $66.86万 | 0.13% | 806 | 41 | 5.4% | $3.40万 | 加仓 |
| GE | GE AEROSPACE | $65.97万 | 0.13% | 1,765 | 271 | 18.1% | $10.13万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $65.83万 | 0.13% | 7,306 | -980 | -11.8% | -$8.83万 | 减仓 |
| AIQ | GLOBAL X FDS | $65.39万 | 0.13% | 9,967 | 1,265 | 14.5% | $8.30万 | 加仓 |
| IVW | ISHARES TR | $65.04万 | 0.13% | 4,729 | -81 | -1.7% | -$1.11万 | 减仓 |
| VLO | VALERO ENERGY CORP | $63.99万 | 0.13% | 2,457 | -100 | -3.9% | -$2.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $62.60万 | 0.12% | 3,946 | -614 | -13.5% | -$9.74万 | 减仓 |
| RTX | RTX CORPORATION | $62.13万 | 0.12% | 3,274 | 679 | 26.2% | $12.88万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $60.66万 | 0.12% | 2,712 | -61 | -2.2% | -$1.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $60.09万 | 0.12% | 831 | -591 | -41.6% | -$42.74万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $59.47万 | 0.12% | 5,177 | 5 | 0.1% | $574 | 加仓 |
| MUB | ISHARES TR | $58.95万 | 0.12% | 5,478 | 62 | 1.1% | $6,673 | 加仓 |
| MCD | MCDONALDS CORP | $58.90万 | 0.12% | 2,179 | -921 | -29.7% | -$24.90万 | 减仓 |
| PEP | PEPSICO INC | $56.76万 | 0.11% | 4,192 | -35 | -0.8% | -$4,739 | 减仓 |
| MTUM | ISHARES TR | $56.57万 | 0.11% | 1,650 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $55.18万 | 0.11% | 6,081 | -408 | -6.3% | -$3.70万 | 减仓 |
| IWD | ISHARES TR | $55.10万 | 0.11% | 2,273 | -240 | -9.6% | -$5.82万 | 减仓 |
| — | COHEN & STEERS SELECT PFD & | $54.89万 | 0.11% | 27,269 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $53.87万 | 0.11% | 26,022 | 4,458 | 20.7% | $9.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $53.57万 | 0.11% | 1,571 | -231 | -12.8% | -$7.88万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $53.56万 | 0.11% | 23,656 | 1,000 | 4.4% | $2.26万 | 加仓 |
| CLX | CLOROX CO DEL | $52.37万 | 0.10% | 5,487 | 5,487 | — | $52.37万 | 新建仓 |
| GCC | WISDOMTREE TR | $52.15万 | 0.10% | 23,026 | 23,026 | — | $52.15万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $52.04万 | 0.10% | 3,139 | 1,167 | 59.2% | $19.35万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $51.79万 | 0.10% | 3,908 | 335 | 9.4% | $4.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $50.80万 | 0.10% | 5,897 | 407 | 7.4% | $3.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $50.42万 | 0.10% | 9,405 | -224 | -2.3% | -$1.20万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $50.28万 | 0.10% | 19,204 | -542 | -2.7% | -$1.42万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $50.20万 | 0.10% | 786 | 786 | — | $50.20万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $49.79万 | 0.10% | 5,464 | 370 | 7.3% | $3.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.65万 | 0.10% | 1,730 | 9 | 0.5% | $2,531 | 加仓 |
| PFFD | GLOBAL X FDS | $48.03万 | 0.10% | 25,700 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $47.58万 | 0.09% | 18,030 | 1,729 | 10.6% | $4.56万 | 加仓 |
| WMT | WALMART INC | $47.02万 | 0.09% | 4,152 | 15 | 0.4% | $1,699 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $47.00万 | 0.09% | 3,013 | 3,013 | — | $47.00万 | 新建仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $46.40万 | 0.09% | 1,780 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $45.62万 | 0.09% | 17,793 | 163 | 0.9% | $4,179 | 加仓 |
| BAC | BANK OF AMER CORP | $45.06万 | 0.09% | 7,909 | 10 | 0.1% | $570 | 加仓 |
| HD | HOME DEPOT INC | $45.00万 | 0.09% | 1,276 | -9 | -0.7% | -$3,174 | 减仓 |
| IGSB | ISHARES TR | $44.03万 | 0.09% | 8,402 | 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 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.58万 | 0.09% | 571 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $43.11万 | 0.09% | 1,585 | -12 | -0.8% | -$3,264 | 减仓 |
| MOAT | VANECK ETF TRUST | $42.82万 | 0.09% | 4,119 | 5 | 0.1% | $520 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $42.80万 | 0.09% | 2,209 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $42.36万 | 0.08% | 16,663 | 372 | 2.3% | $9,456 | 加仓 |
| BIL | SPDR SERIES TRUST | $42.24万 | 0.08% | 4,609 | 1,739 | 60.6% | $15.94万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $41.67万 | 0.08% | 10,358 | 0 | 0.0% | — | 不变 |
| VALQ | AMERICAN CENTY ETF TR | $39.32万 | 0.08% | 5,641 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $38.44万 | 0.08% | 8,436 | 8,436 | — | $38.44万 | 新建仓 |
| CVS | CVS HEALTH CORP | $38.17万 | 0.08% | 3,690 | -61 | -1.6% | -$6,310 | 减仓 |
| REGL | PROSHARES TR | $37.93万 | 0.08% | 4,142 | 17 | 0.4% | $1,557 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $37.92万 | 0.08% | 6,070 | 813 | 15.5% | $5.08万 | 加仓 |
| IBMQ | ISHARES TR | $37.37万 | 0.07% | 14,609 | 512 | 3.6% | $1.31万 | 加仓 |
| ILCV | ISHARES TR | $37.26万 | 0.07% | 3,680 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $36.74万 | 0.07% | 4,447 | 1,465 | 49.1% | $12.10万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.50万 | 0.07% | 12,605 | 7 | 0.1% | $203 | 加仓 |
| SO | SOUTHERN CO | $36.23万 | 0.07% | 3,785 | -31 | -0.8% | -$2,967 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $35.71万 | 0.07% | 12,942 | 7 | 0.1% | $193 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $34.61万 | 0.07% | 17,050 | 100 | 0.6% | $2,030 | 加仓 |
| RCKY | ROCKY BRANDS INC | $34.46万 | 0.07% | 8,355 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.99万 | 0.07% | 939 | 10 | 1.1% | $3,620 | 加仓 |
| YUM | YUM BRANDS INC | $33.86万 | 0.07% | 2,118 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $33.80万 | 0.07% | 14,678 | 378 | 2.6% | $8,705 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $33.63万 | 0.07% | 6,225 | 6 | 0.1% | $324 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $32.48万 | 0.06% | 28,000 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $32.43万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $32.09万 | 0.06% | 1,074 | 42 | 4.1% | $1.25万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $31.80万 | 0.06% | 28,088 | 2,193 | 8.5% | $2.48万 | 加仓 |
| GLDM | WORLD GOLD TR | $31.74万 | 0.06% | 3,996 | 1,049 | 35.6% | $8.33万 | 加仓 |
| KO | COCA COLA CO | $31.55万 | 0.06% | 3,882 | -38 | -1.0% | -$3,088 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $31.22万 | 0.06% | 1,932 | 1,932 | — | $31.22万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $31.07万 | 0.06% | 10,297 | 128 | 1.3% | $3,862 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.04万 | 0.06% | 10,547 | 19 | 0.2% | $559 | 加仓 |
| GARP | ISHARES TR | $30.87万 | 0.06% | 3,739 | 3,739 | — | $30.87万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $30.54万 | 0.06% | 997 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $30.36万 | 0.06% | 3,552 | 11 | 0.3% | $940 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $30.07万 | 0.06% | 9,669 | 9,669 | — | $30.07万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.85万 | 0.06% | 5,657 | 5,657 | — | $29.85万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $29.80万 | 0.06% | 4,314 | -75 | -1.7% | -$5,181 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.69万 | 0.06% | 2,170 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.61万 | 0.06% | 1,349 | -47 | -3.4% | -$1.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.54万 | 0.06% | 6,741 | 1,342 | 24.9% | $5.68万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $27.84万 | 0.06% | 30,200 | -5,000 | -14.2% | -$4.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.46万 | 0.05% | 8,116 | 8,116 | — | $27.46万 | 新建仓 |