1900 WEALTH MANAGEMENT LLC
SAN ANTONIO TX · SEC CIK 0001791996
$17.96亿2026Q2 申报市值
312持仓数
62.7%前十大占比 · 第一大 29.6%
56 / 5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
PAAA 新建仓+$1.50亿
INFQ 加仓+$1,368.05万
SPSM 加仓+$474.42万
PB 新建仓+$334.10万
NVDA 加仓+$193.39万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$1.24亿
UBND 减仓-$599.18万
IJR 减仓-$445.95万
JMUB 减仓-$279.39万
IWF 减仓-$143.73万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $37.02万 | 0.02% | 2,651 | -6,570 | -71.3% | -$91.74万 | 重新持有 |
| FELE | FRANKLIN ELEC INC | $37.07万 | 0.02% | 3,458 | -48 | -1.4% | -$5,145 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $37.26万 | 0.02% | 7,380 | -2,449,369 | -99.7% | -$1.24亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $37.31万 | 0.02% | 861 | 861 | — | $37.31万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $37.46万 | 0.02% | 1,867 | 1,867 | — | $37.46万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $37.46万 | 0.02% | 189 | 189 | — | $37.46万 | 新建仓 |
| AMGN | AMGEN INC | $37.66万 | 0.02% | 1,040 | 1,040 | — | $37.66万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $37.82万 | 0.02% | 952 | 51 | 5.7% | $2.03万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $38.10万 | 0.02% | 1,126 | -134 | -10.6% | -$4.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $38.64万 | 0.02% | 5,370 | -133 | -2.4% | -$9,569 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $38.76万 | 0.02% | 3,062 | 99 | 3.3% | $1.25万 | 加仓 |
| RMBS | RAMBUS INC DEL | $38.80万 | 0.02% | 2,923 | 2,923 | — | $38.80万 | 新建仓 |
| MUNI | PIMCO ETF TR | $39.08万 | 0.02% | 7,430 | 399 | 5.7% | $2.10万 | 加仓 |
| PEP | PEPSICO INC | $39.96万 | 0.02% | 2,952 | -540 | -15.5% | -$7.31万 | 减仓 |
| T | AT&T INC | $40.15万 | 0.02% | 19,397 | -1,483 | -7.1% | -$3.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $40.53万 | 0.02% | 796 | -97 | -10.9% | -$4.94万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $40.61万 | 0.02% | 13,524 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $40.94万 | 0.02% | 641 | 641 | — | $40.94万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $41.73万 | 0.02% | 6,635 | 1,361 | 25.8% | $8.56万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $42.02万 | 0.02% | 3,583 | 280 | 8.5% | $3.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $42.68万 | 0.02% | 1,293 | 179 | 16.1% | $5.91万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.77万 | 0.02% | 2,927 | 1,028 | 54.1% | $15.02万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $43.42万 | 0.02% | 8,982 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $43.43万 | 0.02% | 18,272 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $43.86万 | 0.02% | 1,986 | -16 | -0.8% | -$3,533 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $44.24万 | 0.02% | 7,848 | 5 | 0.1% | $282 | 加仓 |
| SBR | SABINE RTY TR | $44.87万 | 0.02% | 6,130 | -4,137 | -40.3% | -$30.28万 | 减仓 |
| IDXX | IDEXX LABS INC | $45.22万 | 0.03% | 859 | 6 | 0.7% | $3,159 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $45.29万 | 0.03% | 6,276 | 212 | 3.5% | $1.53万 | 加仓 |
| MPC | MARATHON PETE CORP | $45.55万 | 0.03% | 1,782 | 31 | 1.8% | $7,925 | 加仓 |
| TJX | TJX COS INC NEW | $45.78万 | 0.03% | 3,022 | 1,338 | 79.5% | $20.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.80万 | 0.03% | 1,354 | 65 | 5.0% | $2.20万 | 加仓 |
| TRMB | TRIMBLE INC | $45.91万 | 0.03% | 8,970 | 211 | 2.4% | $1.08万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $46.07万 | 0.03% | 1,585 | 608 | 62.2% | $17.67万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $46.37万 | 0.03% | 2,116 | 9 | 0.4% | $1,972 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.91万 | 0.03% | 2,184 | 623 | 39.9% | $13.95万 | 加仓 |
| IWV | ISHARES TR | $49.08万 | 0.03% | 1,151 | -475 | -29.2% | -$20.25万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $49.55万 | 0.03% | 3,123 | 881 | 39.3% | $13.98万 | 加仓 |
| BAC | BANK OF AMER CORP | $50.01万 | 0.03% | 8,777 | 2,369 | 37.0% | $13.50万 | 重新持有 |
| MS | MORGAN STANLEY | $50.73万 | 0.03% | 2,427 | 1,255 | 107.1% | $26.23万 | 重新持有 |
| MBB | ISHARES TR | $51.17万 | 0.03% | 5,414 | 207 | 4.0% | $1.96万 | 加仓 |
| CCJ | CAMECO CORP | $52.20万 | 0.03% | 5,125 | 5,125 | — | $52.20万 | 新建仓 |
| MUB | ISHARES TR | $52.55万 | 0.03% | 4,883 | -312 | -6.0% | -$3.36万 | 减仓 |
| UL | UNILEVER PLC | $52.68万 | 0.03% | 8,763 | 744 | 9.3% | $4.47万 | 加仓 |
| ADSK | AUTODESK INC | $52.77万 | 0.03% | 2,714 | -254 | -8.6% | -$4.94万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $53.87万 | 0.03% | 5,937 | 2,230 | 60.2% | $20.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $54.25万 | 0.03% | 5,218 | 739 | 16.5% | $7.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.25万 | 0.03% | 750 | 70 | 10.3% | $5.06万 | 加仓 |
| DHR | DANAHER CORP DEL | $55.60万 | 0.03% | 2,919 | 792 | 37.2% | $15.09万 | 加仓 |
| USIG | ISHARES TR | $55.84万 | 0.03% | 10,887 | 246 | 2.3% | $1.26万 | 加仓 |
| PWR | QUANTA SVCS INC | $56.16万 | 0.03% | 780 | 780 | — | $56.16万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.00万 | 0.03% | 2,027 | 877 | 76.3% | $24.66万 | 加仓 |
| PFE | PFIZER INC | $57.38万 | 0.03% | 23,827 | 852 | 3.7% | $2.05万 | 加仓 |
| KO | COCA COLA CO | $57.46万 | 0.03% | 7,070 | 259 | 3.8% | $2.10万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $58.47万 | 0.03% | 1,181 | -38 | -3.1% | -$1.88万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $58.96万 | 0.03% | 10,913 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $59.20万 | 0.03% | 1,736 | -256 | -12.9% | -$8.73万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $59.80万 | 0.03% | 33,726 | 287 | 0.9% | $5,089 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $60.55万 | 0.03% | 6,720 | 321 | 5.0% | $2.89万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $60.73万 | 0.03% | 16,298 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $60.74万 | 0.03% | 4,658 | 26 | 0.6% | $3,390 | 加仓 |
| EFAV | ISHARES TR | $61.56万 | 0.03% | 7,018 | -408 | -5.5% | -$3.58万 | 减仓 |
| UNP | UNION PAC CORP | $61.80万 | 0.03% | 2,272 | 53 | 2.4% | $1.44万 | 加仓 |
| CSCO | CISCO SYS INC | $61.98万 | 0.03% | 5,277 | 293 | 5.9% | $3.44万 | 加仓 |
| SHEL | SHELL PLC | $65.94万 | 0.04% | 8,504 | 72 | 0.9% | $5,583 | 加仓 |
| WMB | WILLIAMS COS INC | $66.43万 | 0.04% | 8,936 | 904 | 11.3% | $6.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.14万 | 0.04% | 1,173 | 168 | 16.7% | $9.76万 | 加仓 |
| QCOM | QUALCOMM INC | $68.48万 | 0.04% | 3,706 | 71 | 2.0% | $1.31万 | 加仓 |
| GEV | GE VERNOVA INC | $70.02万 | 0.04% | 596 | 79 | 15.3% | $9.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.27万 | 0.04% | 22,161 | -371 | -1.6% | -$1.18万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.95万 | 0.04% | 1,415 | 43 | 3.1% | $2.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $71.54万 | 0.04% | 2,360 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $72.57万 | 0.04% | 3,713 | -255 | -6.4% | -$4.98万 | 减仓 |
| ORCL | ORACLE CORP | $73.36万 | 0.04% | 5,006 | 684 | 15.8% | $10.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $74.90万 | 0.04% | 23,428 | 1,898 | 8.8% | $6.07万 | 加仓 |
| CMI | CUMMINS INC | $75.46万 | 0.04% | 1,058 | 139 | 15.1% | $9.91万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $77.31万 | 0.04% | 8,903 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $78.32万 | 0.04% | 5,416 | 1,260 | 30.3% | $18.22万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $78.55万 | 0.04% | 2,497 | 25 | 1.0% | $7,865 | 加仓 |
| ANET | ARISTA NETWORKS INC | $79.01万 | 0.04% | 4,651 | -131 | -2.7% | -$2.23万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $82.29万 | 0.05% | 23,782 | -37 | -0.2% | -$1,280 | 减仓 |
| EFX | EQUIFAX INC | $84.24万 | 0.05% | 5,307 | 516 | 10.8% | $8.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $85.41万 | 0.05% | 3,919 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $86.14万 | 0.05% | 6,617 | 1,197 | 22.1% | $15.58万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $86.27万 | 0.05% | 19,593 | 1,305 | 7.1% | $5.75万 | 加仓 |
| MRK | MERCK & CO INC | $86.92万 | 0.05% | 6,764 | 45 | 0.7% | $5,782 | 加仓 |
| IDV | ISHARES TR | $87.96万 | 0.05% | 21,232 | 3,719 | 21.2% | $15.41万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $88.47万 | 0.05% | 34,775 | 21 | 0.1% | $534 | 加仓 |
| EOG | EOG RES INC | $91.20万 | 0.05% | 7,030 | 320 | 4.8% | $4.15万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $94.72万 | 0.05% | 14,280 | -945 | -6.2% | -$6.27万 | 减仓 |
| NVS | NOVARTIS AG | $96.43万 | 0.05% | 6,153 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $97.09万 | 0.05% | 2,598 | 70 | 2.8% | $2.62万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $98.76万 | 0.05% | 3,433 | 26 | 0.8% | $7,480 | 加仓 |
| ICLR | ICON PUB LTD CO | $99.78万 | 0.06% | 5,744 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDX | $101.40万 | 0.06% | 24,860 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $105.42万 | 0.06% | 3,494 | 264 | 8.2% | $7.97万 | 加仓 |
| WFC | WELLS FARGO & CO | $105.79万 | 0.06% | 12,801 | 3,214 | 33.5% | $26.56万 | 加仓 |
| DE | DEERE & CO | $106.44万 | 0.06% | 1,678 | 99 | 6.3% | $6.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $106.71万 | 0.06% | 1,449 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $107.39万 | 0.06% | 23,448 | 3 | 0.0% | $137 | 加仓 |