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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $45.56万 | 0.14% | 3,428 | -294 | -7.9% | -$3.91万 | 减仓 |
| — | EXXON MOBIL CORP | $41.07万 | 0.12% | 2,421 | -693 | -22.3% | -$11.76万 | 减仓 |
| SGOV | ISHARES TR | $37.70万 | 0.11% | 3,745 | 10 | 0.3% | $1,007 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.34万 | 0.10% | 2,211 | 78 | 3.7% | $1.14万 | 加仓 |
| NEM | NEWMONT CORP | $31.11万 | 0.09% | 2,874 | -194 | -6.3% | -$2.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.56万 | 0.09% | 1,502 | 13 | 0.9% | $2,645 | 加仓 |
| SPSB | SPDR SERIES TRUST | $30.07万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $28.97万 | 0.09% | 6,371 | -1,171 | -15.5% | -$5.32万 | 减仓 |
| UCO | PROSHARES TR II | $28.85万 | 0.09% | 7,341 | 7,341 | — | $28.85万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $27.92万 | 0.08% | 923 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.82万 | 0.08% | 1,138 | -73 | -6.0% | -$1.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $27.80万 | 0.08% | 823 | -493 | -37.5% | -$16.66万 | 减仓 |
| CB | CHUBB LTD SWITZ | $27.44万 | 0.08% | 842 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $26.03万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.53万 | 0.08% | 825 | 16 | 2.0% | $4,952 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.35万 | 0.08% | 750 | -244 | -24.5% | -$8.25万 | 减仓 |
| CIEN | CIENA CORP | $24.89万 | 0.07% | 641 | 641 | — | $24.89万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $24.74万 | 0.07% | 12,818 | -702 | -5.2% | -$1.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $24.39万 | 0.07% | 850 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $23.67万 | 0.07% | 4,748 | -128 | -2.6% | -$6,382 | 重新持有 |
| ROST | ROSS STORES INC | $22.75万 | 0.07% | 1,050 | 1,050 | — | $22.75万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.52万 | 0.07% | 258 | 258 | — | $22.52万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.40万 | 0.07% | 924 | 22 | 2.4% | $5,333 | 加仓 |
| NET | CLOUDFLARE INC | $22.35万 | 0.07% | 1,083 | 1,083 | — | $22.35万 | 新建仓 |
| PWR | QUANTA SVCS INC | $22.29万 | 0.07% | 406 | -107 | -20.9% | -$5.87万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $21.90万 | 0.07% | 1,366 | 158 | 13.1% | $2.53万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $21.40万 | 0.06% | 854 | -406 | -32.2% | -$10.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.33万 | 0.06% | 764 | 108 | 16.5% | $3.02万 | 加仓 |
| VST | VISTRA CORP | $21.00万 | 0.06% | 1,397 | 38 | 2.8% | $5,713 | 加仓 |
| WFC | WELLS FARGO & CO | $20.51万 | 0.06% | 2,576 | -250 | -8.8% | -$1.99万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.44万 | 0.06% | 443 | 19 | 4.5% | $8,766 | 加仓 |
| FICO | FAIR ISAAC CORP | $20.39万 | 0.06% | 191 | 191 | — | $20.39万 | 新建仓 |
| WULF | TERAWULF INC | $20.39万 | 0.06% | 14,128 | 14,128 | — | $20.39万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $20.33万 | 0.06% | 2,171 | -160 | -6.9% | -$1.50万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $20.32万 | 0.06% | 1,655 | -42 | -2.5% | -$5,157 | 减仓 |
| XAR | SPDR SERIES TRUST | $20.14万 | 0.06% | 793 | 793 | — | $20.14万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $19.04万 | 0.06% | 14,794 | 14,794 | — | $19.04万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $9.34万 | 0.03% | 17,550 | 1,765 | 11.2% | $9,390 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -84,137 | -100.0% | -$653.57万 | 清仓 |
| ENFR | ALPS ETF TR | $0 | 0.00% | 0 | -199,315 | -100.0% | -$626.95万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -24,447 | -100.0% | -$166.80万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,431 | -100.0% | -$161.05万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -44,236 | -100.0% | -$155.75万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -4,210 | -100.0% | -$57.31万 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -16,335 | -100.0% | -$46.78万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -9,845 | -100.0% | -$23.99万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -8,015 | -100.0% | -$23.46万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -484 | -100.0% | -$22.69万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,150 | -100.0% | -$22.39万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -988 | -100.0% | -$21.67万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -15,638 | -100.0% | -$19.81万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -19,805 | -100.0% | -$17.78万 | 清仓 |