WT Wealth Management
SCOTTSDALE AZ · SEC CIK 0001780507
$3.61亿2026Q2 申报市值
138持仓数
37.2%前十大占比 · 第一大 9.3%
16 / 17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
AIQ 加仓+$445.73万
GS 新建仓+$342.65万
TORTOISE CAPITAL 新建仓+$251.36万
DELL 新建仓+$178.71万
SPMO 新建仓+$166.77万
2026Q2 卖出最多 按季末市值估算
XLF 清仓-$535.44万
SMH 减仓-$261.11万
ICSH 减仓-$249.69万
HD 清仓-$224.68万
GDX 清仓-$190.52万
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 |
|---|---|---|---|---|---|---|---|---|
| UFO | PROCURE ETF TRUST II | $211.20万 | 0.58% | 41,682 | -19,284 | -31.6% | -$97.71万 | 减仓 |
| — | WISDOMTREE TR | $213.27万 | 0.59% | 44,131 | 4,876 | 12.4% | $23.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $214.26万 | 0.59% | 9,613 | 2,665 | 38.4% | $59.40万 | 加仓 |
| CSHI | NEOS ETF TRUST | $222.26万 | 0.62% | 44,621 | 5,302 | 13.5% | $26.41万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $223.36万 | 0.62% | 109,651 | -28,119 | -20.4% | -$57.28万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $224.14万 | 0.62% | 22,352 | 1,222 | 5.8% | $12.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $224.96万 | 0.62% | 8,792 | 1,419 | 19.2% | $36.31万 | 加仓 |
| WMT | WALMART INC | $227.40万 | 0.63% | 20,078 | -8,883 | -30.7% | -$100.61万 | 减仓 |
| REMX | VANECK ETF TRUST | $229.25万 | 0.63% | 25,904 | -3,465 | -11.8% | -$30.67万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $230.75万 | 0.64% | 12,602 | 766 | 6.5% | $14.03万 | 加仓 |
| RDDT | REDDIT INC | $234.55万 | 0.65% | 13,513 | 1,480 | 12.3% | $25.69万 | 加仓 |
| QUAL | ISHARES TR | $239.86万 | 0.66% | 10,931 | 3,143 | 40.4% | $68.97万 | 加仓 |
| QDEF | FLEXSHARES TR | $240.09万 | 0.66% | 27,590 | 7,856 | 39.8% | $68.36万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $244.58万 | 0.68% | 20,718 | 5,434 | 35.6% | $64.15万 | 加仓 |
| MGV | VANGUARD WORLD FD | $249.07万 | 0.69% | 15,238 | 4,568 | 42.8% | $74.66万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $251.36万 | 0.70% | 44,950 | 44,950 | — | $251.36万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $251.70万 | 0.70% | 4,901 | 818 | 20.0% | $42.01万 | 加仓 |
| OEF | ISHARES TR | $253.40万 | 0.70% | 6,926 | 1,305 | 23.2% | $47.75万 | 加仓 |
| — | GLOBAL X FDS | $258.43万 | 0.72% | 93,668 | -7,448 | -7.4% | -$20.55万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $285.75万 | 0.79% | 50,827 | -1,208 | -2.3% | -$6.79万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $299.13万 | 0.83% | 39,937 | -9 | -0.0% | -$674 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $300.55万 | 0.83% | 124,501 | 9,882 | 8.6% | $23.86万 | 加仓 |
| EMXC | ISHARES INC | $311.79万 | 0.86% | 30,478 | -880 | -2.8% | -$9.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $319.67万 | 0.89% | 4,341 | 1,091 | 33.6% | $80.34万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $320.70万 | 0.89% | 79,331 | 7,782 | 10.9% | $31.46万 | 加仓 |
| V | VISA INC | $320.94万 | 0.89% | 9,354 | 524 | 5.9% | $17.98万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $324.76万 | 0.90% | 103,757 | 12,705 | 14.0% | $39.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $342.65万 | 0.95% | 3,388 | 3,388 | — | $342.65万 | 新建仓 |
| PCMM | BONDBLOXX ETF TRUST | $354.49万 | 0.98% | 71,075 | -14,094 | -16.5% | -$70.29万 | 减仓 |
| ESGU | ISHARES TR | $392.64万 | 1.09% | 23,990 | 475 | 2.0% | $7.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $395.43万 | 1.10% | 4,227 | 541 | 14.7% | $50.61万 | 加仓 |
| TSLA | TESLA INC | $469.50万 | 1.30% | 11,163 | 3,138 | 39.1% | $131.98万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $514.51万 | 1.42% | 208,643 | 9,490 | 4.8% | $23.40万 | 加仓 |
| AIQ | GLOBAL X FDS | $528.37万 | 1.46% | 80,532 | 67,936 | 539.3% | $445.73万 | 加仓 |
| ICSH | ISHARES TR | $573.28万 | 1.59% | 113,341 | -49,365 | -30.3% | -$249.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $581.24万 | 1.61% | 15,582 | 3,578 | 29.8% | $133.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $586.32万 | 1.62% | 211,668 | -1,024 | -0.5% | -$2.84万 | 减仓 |
| PPH | VANECK ETF TRUST | $588.15万 | 1.63% | 53,786 | 3,402 | 6.8% | $37.20万 | 加仓 |
| META | META PLATFORMS INC | $591.56万 | 1.64% | 10,502 | 2,960 | 39.2% | $166.73万 | 加仓 |
| PAVE | GLOBAL X FDS | $597.98万 | 1.66% | 101,491 | 634 | 0.6% | $3.74万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $635.29万 | 1.76% | 35,963 | 4,338 | 13.7% | $76.63万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $639.92万 | 1.77% | 126,541 | -20,985 | -14.2% | -$106.12万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $642.25万 | 1.78% | 135,640 | 14,231 | 11.7% | $67.38万 | 加仓 |
| — | HARBOR ETF TRUST | $650.74万 | 1.80% | 142,830 | 16,882 | 13.4% | $76.91万 | 加仓 |
| — | TIDAL TRUST III | $777.48万 | 2.15% | 250,880 | 24,032 | 10.6% | $74.48万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $873.60万 | 2.42% | 385,866 | 45,274 | 13.3% | $102.50万 | 加仓 |
| AAPL | APPLE INC | $916.13万 | 2.54% | 31,660 | 2,712 | 9.4% | $78.48万 | 加仓 |
| AMZN | AMAZON COM INC | $962.35万 | 2.67% | 40,377 | 558 | 1.4% | $13.30万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,008.29万 | 2.79% | 199,701 | -8,176 | -3.9% | -$41.28万 | 减仓 |
| USFR | WISDOMTREE TR | $1,048.51万 | 2.90% | 208,244 | -13,016 | -5.9% | -$65.54万 | 减仓 |
| GOOG | ALPHABET INC | $1,180.78万 | 3.27% | 33,419 | -789 | -2.3% | -$27.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,217.55万 | 3.37% | 60,850 | -644 | -1.0% | -$12.89万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,273.09万 | 3.53% | 19,410 | -3,981 | -17.0% | -$261.11万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,571.51万 | 4.35% | 411,067 | -15,566 | -3.6% | -$59.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,363.96万 | 9.32% | 1,161,589 | -12,046 | -1.0% | -$34.89万 | 减仓 |