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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $27.40万 | 0.05% | 1,544 | -578 | -27.2% | -$10.26万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $26.84万 | 0.05% | 5,328 | 5,328 | — | $26.84万 | 新建仓 |
| ETN | EATON CORP PLC | $26.59万 | 0.05% | 624 | 15 | 2.5% | $6,392 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $26.16万 | 0.05% | 40,000 | 3,500 | 9.6% | $2.29万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $26.11万 | 0.05% | 4,916 | -284 | -5.5% | -$1.51万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $25.89万 | 0.05% | 18,092 | 731 | 4.2% | $1.05万 | 加仓 |
| IEFA | ISHARES TR | $24.41万 | 0.05% | 2,527 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $24.06万 | 0.05% | 337 | 337 | — | $24.06万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $23.85万 | 0.05% | 22,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.53万 | 0.05% | 405 | 405 | — | $23.53万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.52万 | 0.05% | 566 | -501 | -47.0% | -$20.82万 | 重新持有 |
| SWK | STANLEY BLACK & DECKER INC | $23.20万 | 0.05% | 2,465 | 2,465 | — | $23.20万 | 新建仓 |
| IYC | ISHARES TR | $23.15万 | 0.05% | 2,290 | -410 | -15.2% | -$4.15万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.02万 | 0.05% | 9,786 | 39 | 0.4% | $917 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $22.78万 | 0.05% | 35,257 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $22.69万 | 0.05% | 9,117 | 50 | 0.6% | $1,244 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.64万 | 0.04% | 474 | 474 | — | $22.64万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $22.60万 | 0.04% | 2,720 | -200 | -6.8% | -$1.66万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $22.51万 | 0.04% | 18,286 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $22.43万 | 0.04% | 6,479 | 6,479 | — | $22.43万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $22.36万 | 0.04% | 4,887 | 4,887 | — | $22.36万 | 新建仓 |
| MSCI | MSCI INC | $22.35万 | 0.04% | 399 | 1 | 0.3% | $560 | 加仓 |
| IBMS | ISHARES TR | $22.29万 | 0.04% | 8,618 | 604 | 7.5% | $1.56万 | 加仓 |
| IBMR | ISHARES TR | $22.27万 | 0.04% | 8,772 | 561 | 6.8% | $1.42万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.19万 | 0.04% | 6,142 | 6,142 | — | $22.19万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $22.07万 | 0.04% | 821 | 821 | — | $22.07万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.90万 | 0.04% | 7,906 | 7,906 | — | $21.90万 | 新建仓 |
| TIP | ISHARES TR | $21.26万 | 0.04% | 1,943 | 1,943 | — | $21.26万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.20万 | 0.04% | 951 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $20.51万 | 0.04% | 493 | 493 | — | $20.51万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.30万 | 0.04% | 1,201 | 100 | 9.1% | $1.69万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $18.92万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.34万 | 0.03% | 16,657 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $9.38万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $5.96万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -8,966 | -100.0% | -$98.97万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -36,435 | -100.0% | -$51.34万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,290 | -100.0% | -$40.49万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -407 | -100.0% | -$39.14万 | 清仓 |
| IDOG | ALPS ETF TR | $0 | 0.00% | 0 | -9,365 | -100.0% | -$39.01万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,268 | -100.0% | -$35.27万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,080 | -100.0% | -$35.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,175 | -100.0% | -$31.82万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,859 | -100.0% | -$30.67万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,587 | -100.0% | -$25.68万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -6,631 | -100.0% | -$22.56万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,254 | -100.0% | -$20.38万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,069 | -100.0% | -$20.27万 | 清仓 |