13F 机构持仓

WT Wealth Management

SCOTTSDALE AZ · SEC CIK 0001780507

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHB 9.3%
SGOL 4.4%
SMH 3.5%
NVDA 3.4%
GOOG 3.3%
USFR 2.9%
JAAA 2.8%
AMZN 2.7%
AAPL 2.5%
SCHI 2.4%

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
— EXXON MOBIL CORP $36.11万0.10%2,641 2209.1% $3.01万 加仓
PANW PALO ALTO NETWORKS INC $35.13万0.10%1,030 -336-24.6% -$11.46万 减仓
PLTR PALANTIR TECHNOLOGIES INC $35.01万0.10%3,001 79035.7% $9.22万 加仓
ESGE ISHARES INC $34.17万0.09%6,248 -123-1.9% -$6,727 减仓
AXP AMERICAN EXPRESS CO $31.22万0.09%923 00.0% — 不变
CIEN CIENA CORP $31.10万0.09%634 -7-1.1% -$3,434 减仓
NET CLOUDFLARE INC $31.05万0.09%1,266 18316.9% $4.49万 加仓
SPSB SPDR SERIES TRUST $30.01万0.08%10,000 00.0% — 不变
VRT VERTIV HOLDINGS CO $29.50万0.08%881 273.2% $9,040 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $29.23万0.08%612 -138-18.4% -$6.59万 减仓
IBM INTERNATIONAL BUSINESS MACHS $29.11万0.08%1,035 11112.0% $3.12万 加仓
ANET ARISTA NETWORKS INC $29.08万0.08%1,712 573.4% $9,683 加仓
JNJ JOHNSON & JOHNSON $28.90万0.08%1,138 00.0% — 不变
CB CHUBB LIMITED $28.69万0.08%842 00.0% — 不变
BKCH GLOBAL X FDS $27.19万0.08%3,633 3,633— $27.19万 新建仓
ITW ILLINOIS TOOL WKS INC $27.05万0.07%1,000 00.0% — 不变
NEM NEWMONT CORP $26.90万0.07%2,880 60.2% $560 加仓
NSC NORFOLK SOUTHN CORP $26.74万0.07%850 00.0% — 不变
AMAT APPLIED MATLS INC $26.46万0.07%366 366— $26.46万 新建仓
CAT CATERPILLAR INC $25.98万0.07%244 244— $25.98万 新建仓
AVGO BROADCOM INC $25.84万0.07%684 -141-17.1% -$5.33万 减仓
VICR VICOR CORP $25.71万0.07%677 677— $25.71万 新建仓
ET ENERGY TRANSFER L P $24.92万0.07%13,036 2181.7% $4,168 加仓
UCO PROSHARES TR II $24.19万0.07%7,341 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $24.03万0.07%2,092 -79-3.6% -$9,076 减仓
SPCX SPACE EXPLORATION TECHN CORP $23.60万0.07%1,381 1,381— $23.60万 新建仓
HUT HUT 8 CORP $23.25万0.06%2,014 2,014— $23.25万 新建仓
PWR QUANTA SVCS INC $22.75万0.06%316 -90-22.2% -$6.48万 减仓
XAR SPDR SERIES TRUST $22.50万0.06%793 00.0% — 不变
ROST ROSS STORES INC $22.35万0.06%1,050 00.0% — 不变
GOOGL ALPHABET INC $21.76万0.06%609 609— $21.76万 新建仓
CIFR CIPHER DIGITAL INC $21.73万0.06%8,871 -5,923-40.0% -$14.51万 减仓
POWL POWELL INDS INC $21.59万0.06%754 754— $21.59万 新建仓
NRG NRG ENERGY INC $21.38万0.06%1,464 292.0% $4,236 重新持有
WULF TERAWULF INC $21.23万0.06%8,595 -5,533-39.2% -$13.67万 减仓
GEV GE VERNOVA INC $21.15万0.06%180 -78-30.2% -$9.16万 减仓
CORZ CORE SCIENTIFIC INC NEW $20.79万0.06%8,123 8,123— $20.79万 新建仓
TRFK PACER FDS TR $20.02万0.06%1,876 1,876— $20.02万 新建仓
XLF SELECT SECTOR SPDR TR $00.00%0 -108,454-100.0% -$535.44万 清仓
HD HOME DEPOT INC $00.00%0 -6,831-100.0% -$224.68万 清仓
GDX VANECK ETF TRUST $00.00%0 -20,760-100.0% -$190.52万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -25,238-100.0% -$181.54万 清仓
SHOP SHOPIFY INC $00.00%0 -14,074-100.0% -$166.94万 清仓
W WAYFAIR INC $00.00%0 -19,941-100.0% -$149.98万 清仓
NLR VANECK ETF TRUST $00.00%0 -11,210-100.0% -$149.30万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -7,165-100.0% -$78.08万 清仓
IYW ISHARES TR $00.00%0 -4,295-100.0% -$77.92万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -5,462-100.0% -$60.55万 清仓
TBIL RBB FD INC $00.00%0 -4,748-100.0% -$23.67万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -764-100.0% -$21.33万 清仓
VST VISTRA CORP $00.00%0 -1,397-100.0% -$21.00万 清仓
WFC WELLS FARGO & CO $00.00%0 -2,576-100.0% -$20.51万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -443-100.0% -$20.44万 清仓
FICO FAIR ISAAC CORP $00.00%0 -191-100.0% -$20.39万 清仓
GGN GAMCO GLOBAL GOLD NAT RES & $00.00%0 -17,550-100.0% -$9.34万 清仓