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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,250.97万 | 9.79% | 65,078 | 74 | 0.1% | $4.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,178.03万 | 5.02% | 113,487 | 2,859 | 2.6% | $54.87万 | 加仓 |
| 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 |
| BKLC | BNY MELLON ETF TRUST | $1,821.21万 | 4.19% | 145,919 | -1,691 | -1.1% | -$21.11万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,690.89万 | 3.89% | 29,296 | -459 | -1.5% | -$26.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,462.47万 | 3.37% | 30,519 | -957 | -3.0% | -$45.86万 | 减仓 |
| AAPL | APPLE INC | $1,287.62万 | 2.97% | 50,735 | -256 | -0.5% | -$6.50万 | 减仓 |
| AMZN | AMAZON COM INC | $1,038.77万 | 2.39% | 49,876 | -414 | -0.8% | -$8.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,001.98万 | 2.31% | 57,453 | 121 | 0.2% | $2.11万 | 加仓 |
| GLD | SPDR GOLD TR | $918.93万 | 2.12% | 21,356 | -351 | -1.6% | -$15.10万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $853.88万 | 1.97% | 57,656 | 1,032 | 1.8% | $15.28万 | 加仓 |
| GOOG | ALPHABET INC | $812.80万 | 1.87% | 28,334 | -422 | -1.5% | -$12.11万 | 减仓 |
| IGM | ISHARES TR | $803.68万 | 1.85% | 67,815 | 290 | 0.4% | $3.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $665.45万 | 1.53% | 30,943 | 925 | 3.1% | $19.89万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $626.02万 | 1.44% | 38,270 | 2,113 | 5.8% | $34.56万 | 加仓 |
| IYW | ISHARES TR | $568.76万 | 1.31% | 31,350 | -515 | -1.6% | -$9.34万 | 减仓 |
| USMV | ISHARES TR | $541.58万 | 1.25% | 58,398 | 433 | 0.7% | $4.02万 | 加仓 |
| LLY | ELI LILLY & CO | $515.53万 | 1.19% | 5,605 | 25 | 0.4% | $2.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $504.32万 | 1.16% | 45,524 | -2,374 | -5.0% | -$26.30万 | 减仓 |
| ICSH | ISHARES TR | $500.02万 | 1.15% | 98,779 | 2,780 | 2.9% | $14.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $473.70万 | 1.09% | 14,766 | -199 | -1.3% | -$6.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $469.86万 | 1.08% | 12,693 | 296 | 2.4% | $10.96万 | 加仓 |
| EMR | EMERSON ELEC CO | $468.06万 | 1.08% | 35,724 | -42 | -0.1% | -$5,503 | 减仓 |
| PAVE | GLOBAL X FDS | $456.51万 | 1.05% | 89,846 | 5,473 | 6.5% | $27.81万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $444.73万 | 1.02% | 195,915 | 5,870 | 3.1% | $13.32万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $387.84万 | 0.89% | 23,981 | 230 | 1.0% | $3.72万 | 加仓 |
| IWM | ISHARES TR | $385.38万 | 0.89% | 15,539 | -3,596 | -18.8% | -$89.18万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $352.65万 | 0.81% | 76,879 | 4,740 | 6.6% | $21.74万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $308.33万 | 0.71% | 13,175 | -229 | -1.7% | -$5.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $308.05万 | 0.71% | 10,472 | 149 | 1.4% | $4.38万 | 加仓 |
| AMLP | ALPS ETF TR | $296.74万 | 0.68% | 56,372 | 2,162 | 4.0% | $11.38万 | 加仓 |
| ABBV | ABBVIE INC | $285.34万 | 0.66% | 13,120 | 85 | 0.7% | $1.85万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $275.36万 | 0.63% | 86,237 | 9,875 | 12.9% | $31.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $275.17万 | 0.63% | 5,507 | 15 | 0.3% | $7,495 | 加仓 |
| — | EXXON MOBIL CORP | $272.72万 | 0.63% | 16,074 | 384 | 2.4% | $6.52万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $272.66万 | 0.63% | 4,421 | 8 | 0.2% | $4,934 | 加仓 |
| META | META PLATFORMS INC | $252.67万 | 0.58% | 4,416 | 70 | 1.6% | $4.01万 | 加仓 |
| IVE | ISHARES TR | $251.63万 | 0.58% | 11,917 | -13 | -0.1% | -$2,745 | 减仓 |
| IWF | ISHARES TR | $251.39万 | 0.58% | 5,896 | -27 | -0.5% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC | $250.73万 | 0.58% | 8,719 | -76 | -0.9% | -$2.19万 | 减仓 |
| — | WISDOMTREE TR | $243.98万 | 0.56% | 21,085 | 3 | 0.0% | $347 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $243.04万 | 0.56% | 33,230 | 287 | 0.9% | $2.10万 | 加仓 |
| DVY | ISHARES TR | $233.84万 | 0.54% | 15,444 | -16 | -0.1% | -$2,423 | 减仓 |
| SHLD | GLOBAL X FDS | $207.16万 | 0.48% | 29,243 | 3,611 | 14.1% | $25.58万 | 加仓 |
| IAU | ISHARES GOLD TR | $206.21万 | 0.47% | 23,390 | -1,723 | -6.9% | -$15.19万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $206.07万 | 0.47% | 7,611 | -400 | -5.0% | -$10.83万 | 减仓 |
| — | ISHARES TR | $200.19万 | 0.46% | 60,081 | 99 | 0.2% | $3,299 | 加仓 |
| — | INVESCO BD FD | $196.58万 | 0.45% | 131,052 | -1,362 | -1.0% | -$2.04万 | 减仓 |
| NFLX | NETFLIX INC. | $194.78万 | 0.45% | 20,258 | 945 | 4.9% | $9.09万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $193.38万 | 0.45% | 4,175 | 5 | 0.1% | $2,316 | 加仓 |
| TSLA | TESLA INC | $181.34万 | 0.42% | 4,878 | -120 | -2.4% | -$4.46万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $179.08万 | 0.41% | 35,128 | 4,684 | 15.4% | $23.88万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $176.15万 | 0.41% | 99,241 | 7,304 | 7.9% | $12.96万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $173.13万 | 0.40% | 58,690 | -1,240 | -2.1% | -$3.66万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $167.85万 | 0.39% | 88,624 | 14,375 | 19.4% | $27.23万 | 加仓 |
| NOBL | PROSHARES TR | $164.77万 | 0.38% | 15,543 | -442 | -2.8% | -$4.69万 | 减仓 |
| DLN | WISDOMTREE TR | $162.46万 | 0.37% | 18,187 | -95 | -0.5% | -$8,486 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $160.71万 | 0.37% | 12,657 | -9,188 | -42.1% | -$116.66万 | 减仓 |
| V | VISA INC | $160.24万 | 0.37% | 5,302 | 557 | 11.7% | $16.83万 | 加仓 |
| AVGO | BROADCOM INC | $159.35万 | 0.37% | 5,149 | 299 | 6.2% | $9.25万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $158.65万 | 0.37% | 34,777 | 3,757 | 12.1% | $17.14万 | 加仓 |
| DGRW | WISDOMTREE TR | $145.88万 | 0.34% | 16,608 | 20 | 0.1% | $1,757 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $141.79万 | 0.33% | 2,373 | 322 | 15.7% | $19.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $140.34万 | 0.32% | 45,742 | 1,318 | 3.0% | $4.04万 | 加仓 |
| — | SPDR SERIES TRUST | $139.63万 | 0.32% | 14,039 | -2,748 | -16.4% | -$27.33万 | 减仓 |
| SMH | VANECK ETF TRUST | $139.33万 | 0.32% | 3,634 | 3,634 | — | $139.33万 | 新建仓 |
| DTE | DTE ENERGY CO | $134.86万 | 0.31% | 9,223 | 1,956 | 26.9% | $28.60万 | 加仓 |
| — | TEMA ETF TRUST | $134.60万 | 0.31% | 27,039 | 500 | 1.9% | $2.49万 | 加仓 |
| TRFK | PACER FDS TR | $127.75万 | 0.29% | 20,525 | -257 | -1.2% | -$1.60万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $119.98万 | 0.28% | 10,495 | -411 | -3.8% | -$4.70万 | 减仓 |
| XAR | SPDR SERIES TRUST | $119.26万 | 0.27% | 4,695 | 1,108 | 30.9% | $28.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $115.26万 | 0.27% | 7,980 | 23 | 0.3% | $3,322 | 加仓 |
| HYD | VANECK ETF TRUST | $110.73万 | 0.26% | 22,085 | 2,235 | 11.3% | $11.21万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $109.80万 | 0.25% | 54,765 | 10,512 | 23.8% | $21.08万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $106.86万 | 0.25% | 39,173 | 39,173 | — | $106.86万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $103.44万 | 0.24% | 60,071 | 8,509 | 16.5% | $14.65万 | 加仓 |
| QLD | PROSHARES TR | $102.73万 | 0.24% | 16,841 | 7,997 | 90.4% | $48.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $102.18万 | 0.24% | 3,558 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $98.97万 | 0.23% | 8,966 | 8,966 | — | $98.97万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $98.48万 | 0.23% | 3,930 | -521 | -11.7% | -$13.05万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $98.28万 | 0.23% | 27,142 | -1,040 | -3.7% | -$3.77万 | 减仓 |
| MCD | MCDONALDS CORP | $96.34万 | 0.22% | 3,100 | 28 | 0.9% | $8,702 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $96.15万 | 0.22% | 15,339 | -924 | -5.7% | -$5.79万 | 减仓 |
| HDV | ISHARES TR | $96.10万 | 0.22% | 7,081 | 4,497 | 174.0% | $61.03万 | 加仓 |
| APH | AMPHENOL CORP | $93.81万 | 0.22% | 7,425 | -1,644 | -18.1% | -$20.77万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $89.13万 | 0.21% | 9,608 | -173 | -1.8% | -$1.60万 | 减仓 |
| — | SPDR SERIES TRUST | $88.08万 | 0.20% | 10,297 | -400 | -3.7% | -$3.42万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $87.61万 | 0.20% | 8,071 | -240 | -2.9% | -$2.61万 | 减仓 |
| ITA | ISHARES TR | $86.12万 | 0.20% | 3,937 | 159 | 4.2% | $3.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $82.13万 | 0.19% | 3,844 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $81.56万 | 0.19% | 964 | 115 | 13.5% | $9.73万 | 加仓 |
| UTWO | RBB FD INC | $79.97万 | 0.18% | 16,562 | -672 | -3.9% | -$3.24万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $73.09万 | 0.17% | 21,215 | 5,388 | 34.0% | $18.56万 | 加仓 |
| PWR | QUANTA SVCS INC | $72.75万 | 0.17% | 1,325 | 73 | 5.8% | $4.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.76万 | 0.17% | 720 | 18 | 2.6% | $1.79万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $69.98万 | 0.16% | 10,640 | 333 | 3.2% | $2.19万 | 加仓 |
| ITOT | ISHARES TR | $69.89万 | 0.16% | 4,907 | -16 | -0.3% | -$2,279 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $68.85万 | 0.16% | 10,505 | -77 | -0.7% | -$5,047 | 减仓 |
| KXI | ISHARES TR | $68.69万 | 0.16% | 10,250 | 0 | 0.0% | — | 不变 |