MOULTON WEALTH MANAGEMENT, INC
SPOKANE WA · SEC CIK 0001792510
$6.04亿2026Q1 申报市值
52持仓数
91.3%前十大占比 · 第一大 76.9%
27 / 13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
SGVT 新建仓+$4.64亿
TFLO 重新持有+$1,295.07万
USFR 重新持有+$1,250.81万
SH 新建仓+$763.21万
PROSHARES TR II 新建仓+$272.77万
2026Q1 卖出最多 按季末市值估算
KOMP 清仓-$1,154.82万
JNK 清仓-$1,003.93万
IUSB 清仓-$931.94万
ONEY 清仓-$819.90万
SPYM 重新持有-$567.03万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SGVT | SCHWAB STRATEGIC TR | $4.64亿 | 76.88% | 4,610,837 | 4,610,837 | — | $4.64亿 | 新建仓 |
| TFLO | ISHARES TR | $2,330.54万 | 3.86% | 461,402 | 256,398 | 125.1% | $1,295.07万 | 重新持有 |
| USFR | WISDOMTREE TR | $2,292.60万 | 3.80% | 455,153 | 248,324 | 120.1% | $1,250.81万 | 重新持有 |
| FLOT | ISHARES TR | $996.63万 | 1.65% | 196,477 | 5,920 | 3.1% | $30.03万 | 重新持有 |
| SH | PROSHARES TR | $763.21万 | 1.26% | 202,391 | 202,391 | — | $763.21万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $704.38万 | 1.17% | 91,466 | -73,630 | -44.6% | -$567.03万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $488.61万 | 0.81% | 15,128 | -11,868 | -44.0% | -$383.32万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $461.96万 | 0.76% | 185,308 | -198,141 | -51.7% | -$493.95万 | 重新持有 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $346.63万 | 0.57% | 75,094 | -109,703 | -59.4% | -$506.39万 | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $325.47万 | 0.54% | 81,542 | -110,368 | -57.5% | -$440.53万 | 重新持有 |
| GDX | VANECK ETF TRUST | $308.20万 | 0.51% | 32,566 | -31,926 | -49.5% | -$302.14万 | 减仓 |
| — | PROSHARES TR II | $272.77万 | 0.45% | 135,170 | 135,170 | — | $272.77万 | 新建仓 |
| SPXU | PROSHARES TR | $261.42万 | 0.43% | 46,895 | 46,895 | — | $261.42万 | 新建仓 |
| — | SPDR SERIES TRUST | $257.61万 | 0.43% | 28,176 | 28,176 | — | $257.61万 | 新建仓 |
| GLD | SPDR GOLD TR | $231.21万 | 0.38% | 5,378 | -5 | -0.1% | -$2,150 | 减仓 |
| — | EXXON MOBIL CORP | $217.43万 | 0.36% | 13,517 | 93 | 0.7% | $1.50万 | 加仓 |
| IBTL | ISHARES TR | $217.02万 | 0.36% | 106,671 | 106,671 | — | $217.02万 | 新建仓 |
| IBTG | ISHARES TR | $212.81万 | 0.35% | 93,125 | 93,125 | — | $212.81万 | 新建仓 |
| IBTH | ISHARES TR | $212.69万 | 0.35% | 95,079 | 95,079 | — | $212.69万 | 新建仓 |
| IBMR | ISHARES TR | $207.89万 | 0.34% | 95,473 | 95,473 | — | $207.89万 | 新建仓 |
| IEI | ISHARES TR | $205.84万 | 0.34% | 17,392 | 17,392 | — | $205.84万 | 新建仓 |
| DXJ | WISDOMTREE TR | $188.46万 | 0.31% | 11,726 | -6,396 | -35.3% | -$102.80万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $178.18万 | 0.29% | 23,619 | -4,601 | -16.3% | -$34.71万 | 重新持有 |
| IEF | ISHARES TR | $175.06万 | 0.29% | 18,372 | 18,372 | — | $175.06万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $170.75万 | 0.28% | 25,987 | 25,987 | — | $170.75万 | 新建仓 |
| SLV | ISHARES SILVER TR | $157.60万 | 0.26% | 23,994 | -21,624 | -47.4% | -$142.04万 | 重新持有 |
| — | SELECT SECTOR SPDR TR | $150.59万 | 0.25% | 25,317 | 25,317 | — | $150.59万 | 新建仓 |
| — | SELECT SECTOR SPDR TR | $146.84万 | 0.24% | 10,877 | 10,877 | — | $146.84万 | 新建仓 |
| SMH | VANECK ETF TRUST | $140.54万 | 0.23% | 3,607 | -3,841 | -51.6% | -$149.66万 | 减仓 |
| ITA | ISHARES TR | $114.29万 | 0.19% | 5,130 | -4,447 | -46.4% | -$99.08万 | 减仓 |
| IYW | ISHARES TR | $104.15万 | 0.17% | 5,654 | -8,839 | -61.0% | -$162.82万 | 重新持有 |
| — | PROSHARES TR II | $103.43万 | 0.17% | 42,740 | 42,740 | — | $103.43万 | 新建仓 |
| — | SELECT SECTOR SPDR TR | $100.35万 | 0.17% | 21,619 | 21,619 | — | $100.35万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $98.89万 | 0.16% | 4,932 | 2 | 0.0% | $401 | 加仓 |
| SIL | GLOBAL X FDS | $80.20万 | 0.13% | 8,662 | -8,267 | -48.8% | -$76.55万 | 重新持有 |
| — | SELECT SECTOR SPDR TR | $79.12万 | 0.13% | 7,111 | 7,111 | — | $79.12万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $68.25万 | 0.11% | 6,939 | -4,283 | -38.2% | -$42.13万 | 重新持有 |
| NOBL | PROSHARES TR | $63.63万 | 0.11% | 6,004 | -11,184 | -65.1% | -$118.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.46万 | 0.11% | 630 | 201 | 46.9% | $20.25万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $57.79万 | 0.10% | 7,074 | 7,074 | — | $57.79万 | 新建仓 |
| COPX | GLOBAL X FDS | $56.08万 | 0.09% | 7,292 | -15,685 | -68.3% | -$120.62万 | 减仓 |
| IAU | ISHARES GOLD TR | $52.88万 | 0.09% | 6,006 | -12,753 | -68.0% | -$112.28万 | 重新持有 |
| USDU | WISDOMTREE TR | $51.10万 | 0.08% | 19,421 | 19,421 | — | $51.10万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $39.09万 | 0.06% | 3,645 | 3,645 | — | $39.09万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.15万 | 0.05% | 461 | 1 | 0.2% | $654 | 加仓 |
| — | SELECT SECTOR SPDR TR | $30.04万 | 0.05% | 11,966 | 11,966 | — | $30.04万 | 新建仓 |
| NUGT | DIREXION SHARES ETF TRUST | $28.95万 | 0.05% | 6,089 | 6,089 | — | $28.95万 | 新建仓 |
| IBTM | ISHARES TR | $27.21万 | 0.05% | 11,892 | 11,892 | — | $27.21万 | 新建仓 |
| AZO | AUTOZONE INC | $25.61万 | 0.04% | 75 | 75 | — | $25.61万 | 新建仓 |
| SPXS | DIREXION SHARES ETF TRUST | $22.45万 | 0.04% | 22,705 | 22,705 | — | $22.45万 | 新建仓 |
| — | SELECT SECTOR SPDR TR | $21.46万 | 0.04% | 5,194 | 5,194 | — | $21.46万 | 新建仓 |
| — | SELECT SECTOR SPDR TR | $20.63万 | 0.03% | 8,552 | 8,552 | — | $20.63万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -143,653 | -100.0% | -$1,154.82万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -396,498 | -100.0% | -$1,003.93万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -184,615 | -100.0% | -$931.94万 | 清仓 |
| ONEY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -198,524 | -100.0% | -$819.90万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -19,171 | -100.0% | -$248.02万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -12,397 | -100.0% | -$247.80万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -25,544 | -100.0% | -$212.04万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -39,788 | -100.0% | -$158.43万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -15,871 | -100.0% | -$154.46万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,428 | -100.0% | -$104.91万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,002 | -100.0% | -$97.31万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,359 | -100.0% | -$34.81万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYZD | WISDOMTREE TR | $0 | 0.00% | 0 | -12,702 | -100.0% | -$28.62万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |