WT Wealth Management
SCOTTSDALE AZ · SEC CIK 0001780507
$3.36亿2026Q1 申报市值
138持仓数
36.8%前十大占比 · 第一大 8.8%
19 / 14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
TIDAL TRUST III 新建仓+$549.90万
ICSH 加仓+$384.00万
UFO 新建仓+$273.19万
OIH 新建仓+$263.05万
PCMM 加仓+$243.92万
2026Q1 卖出最多 按季末市值估算
XLP 清仓-$653.57万
ENFR 清仓-$626.95万
XLV 减仓-$368.33万
JBBB 减仓-$280.54万
MSFT 减仓-$250.71万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $2,945.82万 | 8.76% | 1,173,635 | -19,633 | -1.6% | -$49.28万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,903.63万 | 5.66% | 426,633 | -25,811 | -5.7% | -$115.17万 | 减仓 |
| USFR | WISDOMTREE TR | $1,113.82万 | 3.31% | 221,260 | 23,478 | 11.9% | $118.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,072.45万 | 3.19% | 61,494 | -1,251 | -2.0% | -$21.82万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,047.08万 | 3.11% | 207,877 | -18,234 | -8.1% | -$91.84万 | 减仓 |
| GOOG | ALPHABET INC | $981.30万 | 2.92% | 34,208 | -1,904 | -5.3% | -$54.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $896.79万 | 2.67% | 23,391 | 256 | 1.1% | $9.81万 | 加仓 |
| AMZN | AMAZON COM INC | $829.30万 | 2.47% | 39,819 | 896 | 2.3% | $18.66万 | 加仓 |
| ICSH | ISHARES TR | $823.62万 | 2.45% | 162,706 | 75,860 | 87.4% | $384.00万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $772.46万 | 2.30% | 340,592 | -19,429 | -5.4% | -$44.07万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $746.63万 | 2.22% | 147,526 | 5,853 | 4.1% | $29.62万 | 加仓 |
| AAPL | APPLE INC | $734.66万 | 2.18% | 28,948 | -5,254 | -15.4% | -$133.34万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $565.83万 | 1.68% | 121,409 | -60,196 | -33.1% | -$280.54万 | 减仓 |
| — | HARBOR ETF TRUST | $564.32万 | 1.68% | 125,948 | -7,918 | -5.9% | -$35.48万 | 减仓 |
| — | TIDAL TRUST III | $549.90万 | 1.63% | 226,848 | 226,848 | — | $549.90万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $535.44万 | 1.59% | 108,454 | -7,376 | -6.4% | -$36.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $526.41万 | 1.57% | 212,692 | -5,718 | -2.6% | -$14.15万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $524.03万 | 1.56% | 31,625 | 2,322 | 7.9% | $38.48万 | 加仓 |
| PPH | VANECK ETF TRUST | $523.39万 | 1.56% | 50,384 | 8,252 | 19.6% | $85.72万 | 加仓 |
| PAVE | GLOBAL X FDS | $512.45万 | 1.52% | 100,857 | 11,464 | 12.8% | $58.25万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $496.09万 | 1.47% | 199,153 | -16,255 | -7.5% | -$40.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $444.34万 | 1.32% | 12,004 | -6,773 | -36.1% | -$250.71万 | 减仓 |
| META | META PLATFORMS INC | $431.49万 | 1.28% | 7,542 | -314 | -4.0% | -$17.96万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $418.78万 | 1.25% | 85,169 | 49,608 | 139.5% | $243.92万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $372.62万 | 1.11% | 52,035 | -7,924 | -13.2% | -$56.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $367.32万 | 1.09% | 3,686 | 63 | 1.7% | $6.28万 | 加仓 |
| WMT | WALMART INC | $359.93万 | 1.07% | 28,961 | -509 | -1.7% | -$6.33万 | 减仓 |
| ESGU | ISHARES TR | $332.55万 | 0.99% | 23,515 | -2,845 | -10.8% | -$40.23万 | 减仓 |
| TSLA | TESLA INC | $298.32万 | 0.89% | 8,025 | -388 | -4.6% | -$14.42万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $292.17万 | 0.87% | 39,946 | 3,464 | 9.5% | $25.34万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $289.77万 | 0.86% | 71,549 | -25,429 | -26.2% | -$102.99万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $286.18万 | 0.85% | 91,052 | -4,145 | -4.4% | -$13.03万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $281.19万 | 0.84% | 137,770 | 18,751 | 15.8% | $38.27万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $278.18万 | 0.83% | 114,619 | -6,169 | -5.1% | -$14.97万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $273.19万 | 0.81% | 60,966 | 60,966 | — | $273.19万 | 新建仓 |
| V | VISA INC | $266.86万 | 0.79% | 8,830 | -582 | -6.2% | -$17.59万 | 减仓 |
| OIH | VANECK ETF TRUST | $263.05万 | 0.78% | 6,508 | 6,508 | — | $263.05万 | 新建仓 |
| SHLD | GLOBAL X FDS | $262.09万 | 0.78% | 36,998 | 4,264 | 13.0% | $30.21万 | 加仓 |
| REMX | VANECK ETF TRUST | $258.44万 | 0.77% | 29,369 | 481 | 1.7% | $4.23万 | 加仓 |
| EMXC | ISHARES INC | $246.66万 | 0.73% | 31,358 | -2,612 | -7.7% | -$20.55万 | 减仓 |
| — | GLOBAL X FDS | $240.91万 | 0.72% | 101,116 | 12,945 | 14.7% | $30.84万 | 加仓 |
| NFLX | NETFLIX INC. | $229.80万 | 0.68% | 23,900 | -2,720 | -10.2% | -$26.15万 | 减仓 |
| HD | HOME DEPOT INC | $224.68万 | 0.67% | 6,831 | -1,955 | -22.3% | -$64.30万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $213.57万 | 0.63% | 85,496 | 27,810 | 48.2% | $69.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $204.01万 | 0.61% | 4,083 | -1,530 | -27.3% | -$76.45万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $202.48万 | 0.60% | 55,520 | 9,904 | 21.7% | $36.12万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $197.67万 | 0.59% | 4,076 | 622 | 18.0% | $30.16万 | 加仓 |
| CSHI | NEOS ETF TRUST | $195.73万 | 0.58% | 39,319 | -2,449 | -5.9% | -$12.19万 | 减仓 |
| GDX | VANECK ETF TRUST | $190.52万 | 0.57% | 20,760 | -39 | -0.2% | -$3,579 | 减仓 |
| — | WISDOMTREE TR | $190.47万 | 0.57% | 39,255 | -2,243 | -5.4% | -$10.88万 | 减仓 |
| TJX | TJX COS INC NEW | $187.70万 | 0.56% | 11,753 | -11 | -0.1% | -$1,757 | 减仓 |
| QQQ | INVESCO QQQ TR | $187.58万 | 0.56% | 3,250 | 337 | 11.6% | $19.45万 | 加仓 |
| TMUS | T-MOBILE US INC | $186.47万 | 0.55% | 8,878 | 474 | 5.6% | $9.96万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $181.54万 | 0.54% | 25,238 | 3,027 | 13.6% | $21.77万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $180.51万 | 0.54% | 11,836 | -271 | -2.2% | -$4.13万 | 减仓 |
| OEF | ISHARES TR | $178.79万 | 0.53% | 5,621 | 752 | 15.4% | $23.92万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $171.32万 | 0.51% | 18,230 | 18,230 | — | $171.32万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $170.24万 | 0.51% | 7,373 | 7,373 | — | $170.24万 | 新建仓 |
| SETM | SPROTT FDS TR | $167.46万 | 0.50% | 50,623 | 50,623 | — | $167.46万 | 新建仓 |
| SHOP | SHOPIFY INC | $166.94万 | 0.50% | 14,074 | 14,074 | — | $166.94万 | 新建仓 |
| SBUX | STARBUCKS CORP | $165.69万 | 0.49% | 18,494 | -12 | -0.1% | -$1,075 | 减仓 |
| RDDT | REDDIT INC | $162.02万 | 0.48% | 12,033 | 3,553 | 41.9% | $47.84万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $160.53万 | 0.48% | 15,284 | 893 | 6.2% | $9.38万 | 加仓 |
| WM | WASTE MGMT INC DEL | $159.66万 | 0.47% | 6,948 | -4,276 | -38.1% | -$98.26万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $157.64万 | 0.47% | 4,820 | 4,820 | — | $157.64万 | 新建仓 |
| QDEF | FLEXSHARES TR | $157.52万 | 0.47% | 19,734 | -502 | -2.5% | -$4.01万 | 减仓 |
| MGV | VANGUARD WORLD FD | $154.66万 | 0.46% | 10,670 | 10,670 | — | $154.66万 | 新建仓 |
| W | WAYFAIR INC | $149.98万 | 0.45% | 19,941 | 4,234 | 27.0% | $31.84万 | 加仓 |
| QUAL | ISHARES TR | $149.38万 | 0.44% | 7,788 | 42 | 0.5% | $8,056 | 加仓 |
| — | INVESCO ACTVELY MNGD ETC FD | $149.32万 | 0.44% | 83,627 | 15,532 | 22.8% | $27.73万 | 加仓 |
| NLR | VANECK ETF TRUST | $149.30万 | 0.44% | 11,210 | 1,111 | 11.0% | $14.80万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $146.43万 | 0.44% | 21,130 | 5,832 | 38.1% | $40.42万 | 加仓 |
| — | VANECK ETF TRUST | $143.31万 | 0.43% | 15,610 | 865 | 5.9% | $7.94万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $137.56万 | 0.41% | 37,369 | -30,576 | -45.0% | -$112.55万 | 减仓 |
| MAGS | LISTED FDS TR | $135.74万 | 0.40% | 23,428 | 1,952 | 9.1% | $11.31万 | 加仓 |
| COPX | GLOBAL X FDS | $134.62万 | 0.40% | 17,632 | 428 | 2.5% | $3.27万 | 加仓 |
| GLD | SPDR GOLD TR | $124.10万 | 0.37% | 2,884 | -6 | -0.2% | -$2,582 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $115.29万 | 0.34% | 6,469 | 742 | 13.0% | $13.22万 | 加仓 |
| USMV | ISHARES TR | $114.88万 | 0.34% | 12,387 | -42 | -0.3% | -$3,895 | 减仓 |
| IVV | ISHARES TR | $95.70万 | 0.28% | 1,465 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $89.04万 | 0.26% | 51,113 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $79.32万 | 0.24% | 3,357 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $78.83万 | 0.23% | 36,681 | 1,585 | 4.5% | $3.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $78.08万 | 0.23% | 7,165 | 272 | 3.9% | $2.96万 | 加仓 |
| IYW | ISHARES TR | $77.92万 | 0.23% | 4,295 | 173 | 4.2% | $3.14万 | 加仓 |
| MCK | MCKESSON CORP | $70.53万 | 0.21% | 815 | -18 | -2.2% | -$1.56万 | 减仓 |
| SDCI | USCF ETF TR | $66.82万 | 0.20% | 24,531 | 103 | 0.4% | $2,806 | 加仓 |
| CSCO | CISCO SYS INC | $62.19万 | 0.18% | 8,015 | -158 | -1.9% | -$1.23万 | 减仓 |
| — | ETF SER SOLUTIONS | $61.46万 | 0.18% | 24,892 | 24,892 | — | $61.46万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $60.55万 | 0.18% | 5,462 | 1,008 | 22.6% | $11.17万 | 加仓 |
| LLY | ELI LILLY & CO | $59.33万 | 0.18% | 645 | -14 | -2.1% | -$1.29万 | 减仓 |
| AIQ | GLOBAL X FDS | $58.79万 | 0.17% | 12,596 | -1,008 | -7.4% | -$4.70万 | 减仓 |
| ESGD | ISHARES TR | $58.57万 | 0.17% | 6,125 | -924 | -13.1% | -$8.84万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $55.96万 | 0.17% | 21,031 | 1,417 | 7.2% | $3.77万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $54.16万 | 0.16% | 11,535 | 338 | 3.0% | $1.59万 | 加仓 |
| IVW | ISHARES TR | $53.21万 | 0.16% | 4,704 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.95万 | 0.15% | 1,698 | -74 | -4.2% | -$2.18万 | 减仓 |
| SLV | ISHARES SILVER TR | $48.75万 | 0.14% | 7,154 | -716 | -9.1% | -$4.88万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $45.96万 | 0.14% | 3,135 | -25,126 | -88.9% | -$368.33万 | 减仓 |
| MELI | MERCADOLIBRE INC | $45.65万 | 0.14% | 264 | 0 | 0.0% | — | 不变 |