1900 WEALTH MANAGEMENT LLC
SAN ANTONIO TX · SEC CIK 0001791996
$15.58亿2026Q1 申报市值
253持仓数
63.9%前十大占比 · 第一大 29.6%
23 / 4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
BRK/B 加仓+$1,201.88万
JMUB 加仓+$794.61万
SPYM 加仓+$565.42万
UBND 加仓+$197.56万
DFUS 加仓+$189.40万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$156.73万
DIMENSIONAL ETF 减仓-$100.62万
AVGO 减仓-$45.75万
JPM 减仓-$38.89万
COMERICA INC 清仓-$36.83万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $34.04万 | 0.02% | 6,006 | -8 | -0.1% | -$453 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $33.73万 | 0.02% | 977 | -91 | -8.5% | -$3.14万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $33.50万 | 0.02% | 23,459 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $32.86万 | 0.02% | 2,242 | 264 | 13.3% | $3.87万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.49万 | 0.02% | 1,114 | 1,114 | — | $32.49万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $32.31万 | 0.02% | 3,506 | 103 | 3.0% | $9,494 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.18万 | 0.02% | 1,158 | -220 | -16.0% | -$6.11万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.72万 | 0.02% | 1,561 | -456 | -22.6% | -$9.27万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $31.56万 | 0.02% | 4,286 | 27 | 0.6% | $1,988 | 加仓 |
| MAGS | LISTED FDS TR | $31.49万 | 0.02% | 5,435 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $31.00万 | 0.02% | 5,274 | 5,274 | — | $31.00万 | 新建仓 |
| EMR | EMERSON ELEC CO | $30.96万 | 0.02% | 2,363 | -973 | -29.2% | -$12.75万 | 减仓 |
| EEM | ISHARES TR | $30.78万 | 0.02% | 5,420 | 361 | 7.1% | $2.05万 | 加仓 |
| KR | KROGER CO | $30.44万 | 0.02% | 4,206 | 127 | 3.1% | $9,190 | 加仓 |
| PULS | PGIM ETF TR | $30.12万 | 0.02% | 6,085 | 43 | 0.7% | $2,128 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $29.96万 | 0.02% | 13,524 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $29.25万 | 0.02% | 1,074 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $29.12万 | 0.02% | 1,331 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $28.74万 | 0.02% | 3,280 | 4 | 0.1% | $350 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.65万 | 0.02% | 901 | 10 | 1.1% | $3,180 | 加仓 |
| CATH | GLOBAL X FDS | $28.38万 | 0.02% | 3,632 | 3,632 | — | $28.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.87万 | 0.02% | 1,150 | 375 | 48.4% | $9.09万 | 加仓 |
| OEF | ISHARES TR | $27.78万 | 0.02% | 873 | 2 | 0.2% | $637 | 加仓 |
| NVO | NOVO-NORDISK A S | $27.43万 | 0.02% | 7,465 | 1,122 | 17.7% | $4.12万 | 加仓 |
| DIS | DISNEY WALT CO | $27.40万 | 0.02% | 2,843 | 499 | 21.3% | $4.81万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.96万 | 0.02% | 4,445 | 4,445 | — | $26.96万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.90万 | 0.02% | 1,684 | 1,684 | — | $26.90万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.74万 | 0.02% | 580 | 116 | 25.0% | $5.35万 | 加仓 |
| TAGG | T ROWE PRICE ETF INC | $26.25万 | 0.02% | 6,162 | -36 | -0.6% | -$1,534 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.12万 | 0.02% | 1,506 | 1,506 | — | $26.12万 | 新建仓 |
| DEO | DIAGEO PLC | $25.38万 | 0.02% | 3,409 | -19 | -0.6% | -$1,415 | 减仓 |
| KKR | KKR & CO INC | $25.35万 | 0.02% | 2,741 | 1,033 | 60.5% | $9.56万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.87万 | 0.02% | 1,899 | 1,899 | — | $24.87万 | 新建仓 |
| IAU | ISHARES GOLD TR | $24.71万 | 0.02% | 2,803 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.52万 | 0.02% | 2,168 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $24.49万 | 0.02% | 2,435 | 253 | 11.6% | $2.54万 | 加仓 |
| DCI | DONALDSON INC | $24.48万 | 0.02% | 2,884 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $23.90万 | 0.02% | 5,086 | 5,086 | — | $23.90万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $23.75万 | 0.02% | 2,068 | 2,068 | — | $23.75万 | 新建仓 |
| SYK | STRYKER CORPORATION | $23.40万 | 0.02% | 712 | 712 | — | $23.40万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.24万 | 0.01% | 680 | 680 | — | $23.24万 | 新建仓 |
| IBHG | ISHARES TR | $22.92万 | 0.01% | 10,359 | 10,359 | — | $22.92万 | 新建仓 |
| IBHI | ISHARES TR | $22.86万 | 0.01% | 9,817 | 9,817 | — | $22.86万 | 新建仓 |
| IBHH | ISHARES TR | $22.79万 | 0.01% | 9,711 | 9,711 | — | $22.79万 | 新建仓 |
| IGM | ISHARES TR | $21.33万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $21.15万 | 0.01% | 856 | 856 | — | $21.15万 | 新建仓 |
| MMM | 3M CO | $20.80万 | 0.01% | 1,432 | 1,432 | — | $20.80万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.44万 | 0.01% | 1,005 | 51 | 5.3% | $1.04万 | 加仓 |
| CRM | SALESFORCE INC | $20.30万 | 0.01% | 1,088 | -209 | -16.1% | -$3.90万 | 减仓 |
| DIV | GLOBAL X FDS | $19.26万 | 0.01% | 10,191 | -76 | -0.7% | -$1,436 | 减仓 |
| PCG | PG&E CORP | $18.14万 | 0.01% | 10,323 | 10,323 | — | $18.14万 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $2.60万 | 0.00% | 100,063 | 100,063 | — | $2.60万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.54万 | 0.00% | 11,013 | 513 | 4.9% | $718 | 加仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -4,203 | -100.0% | -$36.83万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $0 | 0.00% | 0 | -4,508 | -100.0% | -$23.62万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -4,822 | -100.0% | -$21.49万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,104 | -100.0% | -$21.38万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |