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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $3,363.96万 | 9.32% | 1,161,589 | -12,046 | -1.0% | -$34.89万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,571.51万 | 4.35% | 411,067 | -15,566 | -3.6% | -$59.51万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,273.09万 | 3.53% | 19,410 | -3,981 | -17.0% | -$261.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,217.55万 | 3.37% | 60,850 | -644 | -1.0% | -$12.89万 | 减仓 |
| GOOG | ALPHABET INC | $1,180.78万 | 3.27% | 33,419 | -789 | -2.3% | -$27.88万 | 减仓 |
| USFR | WISDOMTREE TR | $1,048.51万 | 2.90% | 208,244 | -13,016 | -5.9% | -$65.54万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,008.29万 | 2.79% | 199,701 | -8,176 | -3.9% | -$41.28万 | 减仓 |
| AMZN | AMAZON COM INC | $962.35万 | 2.67% | 40,377 | 558 | 1.4% | $13.30万 | 加仓 |
| AAPL | APPLE INC | $916.13万 | 2.54% | 31,660 | 2,712 | 9.4% | $78.48万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $873.60万 | 2.42% | 385,866 | 45,274 | 13.3% | $102.50万 | 加仓 |
| — | TIDAL TRUST III | $777.48万 | 2.15% | 250,880 | 24,032 | 10.6% | $74.48万 | 加仓 |
| — | HARBOR ETF TRUST | $650.74万 | 1.80% | 142,830 | 16,882 | 13.4% | $76.91万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $642.25万 | 1.78% | 135,640 | 14,231 | 11.7% | $67.38万 | 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 |
| PPA | INVESCO EXCHANGE TRADED FD T | $635.29万 | 1.76% | 35,963 | 4,338 | 13.7% | $76.63万 | 加仓 |
| PAVE | GLOBAL X FDS | $597.98万 | 1.66% | 101,491 | 634 | 0.6% | $3.74万 | 加仓 |
| META | META PLATFORMS INC | $591.56万 | 1.64% | 10,502 | 2,960 | 39.2% | $166.73万 | 加仓 |
| PPH | VANECK ETF TRUST | $588.15万 | 1.63% | 53,786 | 3,402 | 6.8% | $37.20万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $586.32万 | 1.62% | 211,668 | -1,024 | -0.5% | -$2.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $581.24万 | 1.61% | 15,582 | 3,578 | 29.8% | $133.47万 | 加仓 |
| ICSH | ISHARES TR | $573.28万 | 1.59% | 113,341 | -49,365 | -30.3% | -$249.69万 | 减仓 |
| AIQ | GLOBAL X FDS | $528.37万 | 1.46% | 80,532 | 67,936 | 539.3% | $445.73万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $514.51万 | 1.42% | 208,643 | 9,490 | 4.8% | $23.40万 | 加仓 |
| TSLA | TESLA INC | $469.50万 | 1.30% | 11,163 | 3,138 | 39.1% | $131.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $395.43万 | 1.10% | 4,227 | 541 | 14.7% | $50.61万 | 加仓 |
| ESGU | ISHARES TR | $392.64万 | 1.09% | 23,990 | 475 | 2.0% | $7.77万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $354.49万 | 0.98% | 71,075 | -14,094 | -16.5% | -$70.29万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $342.65万 | 0.95% | 3,388 | 3,388 | — | $342.65万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $324.76万 | 0.90% | 103,757 | 12,705 | 14.0% | $39.77万 | 加仓 |
| V | VISA INC | $320.94万 | 0.89% | 9,354 | 524 | 5.9% | $17.98万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $320.70万 | 0.89% | 79,331 | 7,782 | 10.9% | $31.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $319.67万 | 0.89% | 4,341 | 1,091 | 33.6% | $80.34万 | 加仓 |
| EMXC | ISHARES INC | $311.79万 | 0.86% | 30,478 | -880 | -2.8% | -$9.00万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $300.55万 | 0.83% | 124,501 | 9,882 | 8.6% | $23.86万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $299.13万 | 0.83% | 39,937 | -9 | -0.0% | -$674 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $285.75万 | 0.79% | 50,827 | -1,208 | -2.3% | -$6.79万 | 减仓 |
| — | GLOBAL X FDS | $258.43万 | 0.72% | 93,668 | -7,448 | -7.4% | -$20.55万 | 减仓 |
| OEF | ISHARES TR | $253.40万 | 0.70% | 6,926 | 1,305 | 23.2% | $47.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $251.70万 | 0.70% | 4,901 | 818 | 20.0% | $42.01万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $251.36万 | 0.70% | 44,950 | 44,950 | — | $251.36万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $249.07万 | 0.69% | 15,238 | 4,568 | 42.8% | $74.66万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $244.58万 | 0.68% | 20,718 | 5,434 | 35.6% | $64.15万 | 加仓 |
| QDEF | FLEXSHARES TR | $240.09万 | 0.66% | 27,590 | 7,856 | 39.8% | $68.36万 | 加仓 |
| QUAL | ISHARES TR | $239.86万 | 0.66% | 10,931 | 3,143 | 40.4% | $68.97万 | 加仓 |
| RDDT | REDDIT INC | $234.55万 | 0.65% | 13,513 | 1,480 | 12.3% | $25.69万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $230.75万 | 0.64% | 12,602 | 766 | 6.5% | $14.03万 | 加仓 |
| REMX | VANECK ETF TRUST | $229.25万 | 0.63% | 25,904 | -3,465 | -11.8% | -$30.67万 | 减仓 |
| WMT | WALMART INC | $227.40万 | 0.63% | 20,078 | -8,883 | -30.7% | -$100.61万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $224.96万 | 0.62% | 8,792 | 1,419 | 19.2% | $36.31万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $224.14万 | 0.62% | 22,352 | 1,222 | 5.8% | $12.25万 | 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 |
| CSHI | NEOS ETF TRUST | $222.26万 | 0.62% | 44,621 | 5,302 | 13.5% | $26.41万 | 加仓 |
| WM | WASTE MGMT INC DEL | $214.26万 | 0.59% | 9,613 | 2,665 | 38.4% | $59.40万 | 加仓 |
| — | WISDOMTREE TR | $213.27万 | 0.59% | 44,131 | 4,876 | 12.4% | $23.56万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $211.20万 | 0.58% | 41,682 | -19,284 | -31.6% | -$97.71万 | 减仓 |
| SBUX | STARBUCKS CORP | $211.10万 | 0.58% | 20,658 | 2,164 | 11.7% | $22.11万 | 加仓 |
| SHLD | GLOBAL X FDS | $210.39万 | 0.58% | 35,235 | -1,763 | -4.8% | -$10.53万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $206.87万 | 0.57% | 4,506 | 430 | 10.5% | $19.74万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $206.14万 | 0.57% | 22,341 | 4,111 | 22.6% | $37.93万 | 加仓 |
| TJX | TJX COS INC NEW | $200.06万 | 0.55% | 13,206 | 1,453 | 12.4% | $22.01万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $196.29万 | 0.54% | 5,297 | 477 | 9.9% | $17.68万 | 加仓 |
| NFLX | NETFLIX INC. | $185.10万 | 0.51% | 25,925 | 2,025 | 8.5% | $14.46万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $178.71万 | 0.49% | 4,142 | 4,142 | — | $178.71万 | 新建仓 |
| TMUS | T-MOBILE US INC | $178.49万 | 0.49% | 10,642 | 1,764 | 19.9% | $29.59万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $176.73万 | 0.49% | 70,609 | -14,887 | -17.4% | -$37.26万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $166.77万 | 0.46% | 10,324 | 10,324 | — | $166.77万 | 新建仓 |
| OIH | VANECK ETF TRUST | $164.74万 | 0.46% | 4,428 | -2,080 | -32.0% | -$77.39万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $129.07万 | 0.36% | 36,234 | -19,286 | -34.7% | -$68.70万 | 减仓 |
| SETM | SPROTT FDS TR | $120.30万 | 0.33% | 38,606 | -12,017 | -23.7% | -$37.44万 | 减仓 |
| USMV | ISHARES TR | $119.09万 | 0.33% | 12,346 | -41 | -0.3% | -$3,955 | 减仓 |
| PICK | ISHARES INC | $116.29万 | 0.32% | 19,998 | 19,998 | — | $116.29万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $112.04万 | 0.31% | 35,165 | -2,204 | -5.9% | -$7.02万 | 减仓 |
| — | ETF SER SOLUTIONS | $110.03万 | 0.30% | 41,210 | 16,318 | 65.6% | $43.57万 | 加仓 |
| IVV | ISHARES TR | $109.19万 | 0.30% | 1,458 | -7 | -0.5% | -$5,242 | 减仓 |
| — | VANECK ETF TRUST | $108.78万 | 0.30% | 11,053 | -4,557 | -29.2% | -$44.85万 | 减仓 |
| COPX | GLOBAL X FDS | $107.94万 | 0.30% | 14,024 | -3,608 | -20.5% | -$27.77万 | 减仓 |
| — | INVESCO ACTVELY MNGD ETC FD | $106.94万 | 0.30% | 61,636 | -21,991 | -26.3% | -$38.15万 | 减仓 |
| GLD | SPDR GOLD TR | $101.16万 | 0.28% | 2,746 | -138 | -4.8% | -$5.08万 | 减仓 |
| FDUS | FIDUS INVT CORP | $97.47万 | 0.27% | 51,113 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $89.82万 | 0.25% | 7,647 | -368 | -4.6% | -$4.32万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $86.49万 | 0.24% | 36,523 | -158 | -0.4% | -$3,741 | 减仓 |
| LLY | ELI LILLY & CO | $77.36万 | 0.21% | 645 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $74.02万 | 0.20% | 3,357 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $69.04万 | 0.19% | 15,798 | 15,798 | — | $69.04万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $67.06万 | 0.19% | 47,460 | -17,230 | -26.6% | -$24.35万 | 减仓 |
| ESGD | ISHARES TR | $66.12万 | 0.18% | 6,431 | 306 | 5.0% | $3.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $65.20万 | 0.18% | 3,422 | -6 | -0.2% | -$1,143 | 减仓 |
| SDCI | USCF ETF TR | $64.87万 | 0.18% | 24,536 | 5 | 0.0% | $132 | 加仓 |
| IVW | ISHARES TR | $64.69万 | 0.18% | 4,704 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $63.60万 | 0.18% | 551 | -272 | -33.0% | -$31.40万 | 减仓 |
| MCK | MCKESSON CORP | $61.58万 | 0.17% | 815 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $56.65万 | 0.16% | 21,379 | 348 | 1.7% | $9,222 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $55.07万 | 0.15% | 11,765 | 230 | 2.0% | $1.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.66万 | 0.15% | 1,670 | -28 | -1.6% | -$9,165 | 减仓 |
| MAGS | LISTED FDS TR | $53.03万 | 0.15% | 8,248 | -15,180 | -64.8% | -$97.61万 | 减仓 |
| MELI | MERCADOLIBRE INC | $45.32万 | 0.13% | 267 | 3 | 1.1% | $5,092 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.64万 | 0.12% | 734 | -768 | -51.1% | -$44.61万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $41.84万 | 0.12% | 2,637 | -498 | -15.9% | -$7.90万 | 减仓 |
| SLV | ISHARES SILVER TR | $39.14万 | 0.11% | 7,320 | 166 | 2.3% | $8,876 | 加仓 |
| SGOV | ISHARES TR | $37.75万 | 0.10% | 3,750 | 5 | 0.1% | $503 | 加仓 |