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 |
|---|---|---|---|---|---|---|---|---|
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $40.61万 | 0.02% | 13,524 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $40.53万 | 0.02% | 796 | -97 | -10.9% | -$4.94万 | 减仓 |
| T | AT&T INC | $40.15万 | 0.02% | 19,397 | -1,483 | -7.1% | -$3.07万 | 减仓 |
| PEP | PEPSICO INC | $39.96万 | 0.02% | 2,952 | -540 | -15.5% | -$7.31万 | 减仓 |
| MUNI | PIMCO ETF TR | $39.08万 | 0.02% | 7,430 | 399 | 5.7% | $2.10万 | 加仓 |
| RMBS | RAMBUS INC DEL | $38.80万 | 0.02% | 2,923 | 2,923 | — | $38.80万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $38.76万 | 0.02% | 3,062 | 99 | 3.3% | $1.25万 | 加仓 |
| MO | ALTRIA GROUP INC | $38.64万 | 0.02% | 5,370 | -133 | -2.4% | -$9,569 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $38.10万 | 0.02% | 1,126 | -134 | -10.6% | -$4.53万 | 减仓 |
| ADI | ANALOG DEVICES INC | $37.82万 | 0.02% | 952 | 51 | 5.7% | $2.03万 | 加仓 |
| AMGN | AMGEN INC | $37.66万 | 0.02% | 1,040 | 1,040 | — | $37.66万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $37.46万 | 0.02% | 189 | 189 | — | $37.46万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $37.46万 | 0.02% | 1,867 | 1,867 | — | $37.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $37.31万 | 0.02% | 861 | 861 | — | $37.31万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $37.26万 | 0.02% | 7,380 | -2,449,369 | -99.7% | -$1.24亿 | 减仓 |
| FELE | FRANKLIN ELEC INC | $37.07万 | 0.02% | 3,458 | -48 | -1.4% | -$5,145 | 减仓 |
| INTC | INTEL CORP | $37.02万 | 0.02% | 2,651 | -6,570 | -71.3% | -$91.74万 | 重新持有 |
| EMR | EMERSON ELEC CO | $36.76万 | 0.02% | 2,568 | 205 | 8.7% | $2.93万 | 加仓 |
| RVTY | REVVITY INC | $36.30万 | 0.02% | 3,263 | -17 | -0.5% | -$1,891 | 减仓 |
| HON | HONEYWELL INTL INC | $36.23万 | 0.02% | 1,616 | -1,726 | -51.6% | -$38.70万 | 减仓 |
| LOW | LOWES COS INC | $36.18万 | 0.02% | 1,641 | 1,641 | — | $36.18万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $35.79万 | 0.02% | 7,465 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $35.73万 | 0.02% | 1,616 | 1,616 | — | $35.73万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $35.50万 | 0.02% | 1,593 | 1,593 | — | $35.50万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $35.39万 | 0.02% | 277 | 4 | 1.5% | $5,110 | 加仓 |
| IBDS | ISHARES TR | $35.17万 | 0.02% | 14,522 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $34.89万 | 0.02% | 13,819 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $34.71万 | 0.02% | 14,985 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $34.52万 | 0.02% | 359 | 359 | — | $34.52万 | 新建仓 |
| DIS | DISNEY WALT CO | $34.14万 | 0.02% | 3,547 | 704 | 24.8% | $6.78万 | 加仓 |
| IBDV | ISHARES TR | $34.03万 | 0.02% | 15,609 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.02% | 6,006 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $33.71万 | 0.02% | 8,307 | 8,307 | — | $33.71万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $33.47万 | 0.02% | 342 | 342 | — | $33.47万 | 新建仓 |
| ETN | EATON CORP PLC | $33.37万 | 0.02% | 783 | 783 | — | $33.37万 | 新建仓 |
| IBDW | ISHARES TR | $33.28万 | 0.02% | 15,971 | 15,971 | — | $33.28万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.05万 | 0.02% | 5,736 | 1,291 | 29.0% | $7.44万 | 加仓 |
| ABNB | AIRBNB INC | $32.61万 | 0.02% | 2,279 | 2,279 | — | $32.61万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $32.54万 | 0.02% | 754 | 754 | — | $32.54万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $32.44万 | 0.02% | 23,459 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.35万 | 0.02% | 862 | -296 | -25.6% | -$11.11万 | 减仓 |
| ITA | ISHARES TR | $32.27万 | 0.02% | 1,331 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $32.02万 | 0.02% | 875 | 2 | 0.2% | $732 | 加仓 |
| GLD | SPDR GOLD TR | $31.42万 | 0.02% | 853 | -140 | -14.1% | -$5.16万 | 减仓 |
| VLO | VALERO ENERGY CORP | $31.36万 | 0.02% | 1,204 | 348 | 40.7% | $9.07万 | 加仓 |
| KR | KROGER CO | $31.04万 | 0.02% | 5,590 | 1,384 | 32.9% | $7.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $30.66万 | 0.02% | 4,176 | -110 | -2.6% | -$8,075 | 减仓 |
| NKE | NIKE INC | $30.64万 | 0.02% | 7,465 | -1,243 | -14.3% | -$5.10万 | 减仓 |
| PULS | PGIM ETF TR | $30.47万 | 0.02% | 6,149 | 64 | 1.1% | $3,171 | 加仓 |
| VHT | VANGUARD WORLD FD | $29.90万 | 0.02% | 1,000 | -74 | -6.9% | -$2.21万 | 减仓 |
| CRM | SALESFORCE INC | $29.70万 | 0.02% | 1,896 | 808 | 74.3% | $12.66万 | 加仓 |
| IVW | ISHARES TR | $29.67万 | 0.02% | 2,157 | -11 | -0.5% | -$1,513 | 减仓 |
| APH | AMPHENOL CORP | $29.45万 | 0.02% | 1,670 | 1,670 | — | $29.45万 | 新建仓 |
| IGM | ISHARES TR | $29.44万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $29.44万 | 0.02% | 17,505 | 7,182 | 69.6% | $12.08万 | 加仓 |
| TER | TERADYNE INC | $29.27万 | 0.02% | 605 | 605 | — | $29.27万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.11万 | 0.02% | 472 | 472 | — | $29.11万 | 新建仓 |
| PSX | PHILLIPS 66 | $28.61万 | 0.02% | 1,692 | 1,692 | — | $28.61万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $28.32万 | 0.02% | 2,396 | 328 | 15.9% | $3.88万 | 加仓 |
| DCI | DONALDSON INC | $27.69万 | 0.02% | 3,084 | 200 | 6.9% | $1.80万 | 加仓 |
| CATH | GLOBAL X FDS | $27.63万 | 0.02% | 3,122 | -510 | -14.0% | -$4.51万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $27.60万 | 0.02% | 1,656 | 476 | 40.3% | $7.93万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $27.06万 | 0.02% | 5,048 | 5,048 | — | $27.06万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $26.92万 | 0.01% | 2,572 | 2,572 | — | $26.92万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.25万 | 0.01% | 272 | 272 | — | $26.25万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $25.80万 | 0.01% | 2,168 | 220 | 11.3% | $2.62万 | 重新持有 |
| NEM | NEWMONT CORP | $25.79万 | 0.01% | 2,761 | -509 | -15.6% | -$4.75万 | 减仓 |
| TMUS | T-MOBILE US INC | $25.46万 | 0.01% | 1,518 | 1,518 | — | $25.46万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.10万 | 0.01% | 893 | 893 | — | $25.10万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $24.52万 | 0.01% | 3,393 | 3,393 | — | $24.52万 | 新建仓 |
| AON | AON PLC | $24.51万 | 0.01% | 739 | 739 | — | $24.51万 | 新建仓 |
| ROST | ROSS STORES INC | $24.50万 | 0.01% | 1,151 | 1,151 | — | $24.50万 | 新建仓 |
| EQIX | EQUINIX INC | $24.50万 | 0.01% | 235 | 235 | — | $24.50万 | 新建仓 |
| KKR | KKR & CO INC | $24.42万 | 0.01% | 2,661 | -80 | -2.9% | -$7,342 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $24.39万 | 0.01% | 1,317 | 1,317 | — | $24.39万 | 新建仓 |
| DTCR | GLOBAL X FDS | $24.38万 | 0.01% | 8,028 | 8,028 | — | $24.38万 | 新建仓 |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | $24.23万 | 0.01% | 5,706 | -456 | -7.4% | -$1.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.16万 | 0.01% | 581 | 581 | — | $24.16万 | 新建仓 |
| CB | CHUBB LIMITED | $24.02万 | 0.01% | 705 | 705 | — | $24.02万 | 新建仓 |
| GRMN | GARMIN LTD | $23.89万 | 0.01% | 1,006 | 1,006 | — | $23.89万 | 新建仓 |
| MMM | 3M CO | $23.80万 | 0.01% | 1,470 | 38 | 2.7% | $6,153 | 加仓 |
| IAU | ISHARES GOLD TR | $23.73万 | 0.01% | 3,143 | 340 | 12.1% | $2.57万 | 加仓 |
| WELL | WELLTOWER INC | $23.65万 | 0.01% | 1,042 | 1,042 | — | $23.65万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $23.13万 | 0.01% | 592 | 592 | — | $23.13万 | 新建仓 |
| — | ISHARES TR | $23.01万 | 0.01% | 8,694 | 8,694 | — | $23.01万 | 新建仓 |
| IBHI | ISHARES TR | $22.96万 | 0.01% | 9,817 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $22.96万 | 0.01% | 3,571 | -1,864 | -34.3% | -$11.99万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.88万 | 0.01% | 1,373 | -133 | -8.8% | -$2.22万 | 减仓 |
| IBHG | ISHARES TR | $22.87万 | 0.01% | 10,359 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $22.82万 | 0.01% | 9,711 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.80万 | 0.01% | 444 | 444 | — | $22.80万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $22.75万 | 0.01% | 786 | 786 | — | $22.75万 | 新建仓 |
| DSI | ISHARES TR | $22.55万 | 0.01% | 1,584 | -79 | -4.8% | -$1.12万 | 重新持有 |
| IBDX | ISHARES TR | $22.51万 | 0.01% | 8,938 | 8,938 | — | $22.51万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.48万 | 0.01% | 831 | 831 | — | $22.48万 | 新建仓 |
| MINT | PIMCO ETF TR | $22.19万 | 0.01% | 2,201 | -234 | -9.6% | -$2.36万 | 减仓 |
| VRSN | VERISIGN INC | $22.06万 | 0.01% | 877 | 877 | — | $22.06万 | 新建仓 |
| FTNT | FORTINET INC | $21.81万 | 0.01% | 1,420 | 1,420 | — | $21.81万 | 新建仓 |
| IEFA | ISHARES TR | $21.69万 | 0.01% | 2,246 | 2,246 | — | $21.69万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $21.51万 | 0.01% | 845 | 845 | — | $21.51万 | 新建仓 |