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 |
|---|---|---|---|---|---|---|---|---|
| ONON | ON HLDG AG | $22.56万 | 0.05% | 6,631 | -281 | -4.1% | -$9,560 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.55万 | 0.05% | 9,067 | 44 | 0.5% | $1,094 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $22.45万 | 0.05% | 36,500 | 2,500 | 7.4% | $1.54万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.40万 | 0.05% | 9,747 | 9,747 | — | $22.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.29万 | 0.05% | 571 | 65 | 12.8% | $2.54万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $22.21万 | 0.05% | 22,500 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $22.18万 | 0.05% | 35,257 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $22.03万 | 0.05% | 18,286 | -1,000 | -5.2% | -$1.20万 | 减仓 |
| WM | WASTE MGMT INC DEL | $21.85万 | 0.05% | 951 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $21.78万 | 0.05% | 609 | 19 | 3.2% | $6,796 | 重新持有 |
| MSCI | MSCI INC | $21.45万 | 0.05% | 398 | -8 | -2.0% | -$4,312 | 减仓 |
| IBMR | ISHARES TR | $20.81万 | 0.05% | 8,211 | 8,211 | — | $20.81万 | 新建仓 |
| IBMS | ISHARES TR | $20.70万 | 0.05% | 8,014 | 8,014 | — | $20.70万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.38万 | 0.05% | 2,254 | 2,254 | — | $20.38万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.27万 | 0.05% | 1,069 | 27 | 2.6% | $5,119 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.25万 | 0.05% | 497 | -309 | -38.3% | -$12.59万 | 减仓 |
| PSX | PHILLIPS 66 | $20.05万 | 0.05% | 1,101 | 1,101 | — | $20.05万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $17.72万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.43万 | 0.03% | 16,657 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $8.89万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $8.48万 | 0.02% | 11,000 | 350 | 3.3% | $2,698 | 加仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,314 | -100.0% | -$29.97万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -34,822 | -100.0% | -$2.40万 | 清仓 |