Strategic Wealth Investment Group, LLC
LOUISVILLE KY · SEC CIK 0001802365
$8.25亿2026Q2 申报市值
104持仓数
39.5%前十大占比 · 第一大 7.8%
13 / 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
VCIT 加仓+$1,256.93万
NEE 新建仓+$1,249.23万
VEU 加仓+$1,068.91万
EMR 新建仓+$999.33万
CRWD 新建仓+$747.19万
2026Q2 卖出最多 按季末市值估算
ANGL 减仓-$1,565.91万
MRSH 清仓-$946.61万
SPTL 减仓-$657.51万
VNQ 减仓-$647.73万
PFF 减仓-$616.01万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,161.18万 | 2.62% | 108,010 | -10,074 | -8.5% | -$201.57万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $2,256.93万 | 2.74% | 860,439 | -250,670 | -22.6% | -$657.51万 | 减仓 |
| AVGO | BROADCOM INC | $2,420.23万 | 2.93% | 64,070 | -6,415 | -9.1% | -$242.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,561.43万 | 3.11% | 34,300 | -481 | -1.4% | -$35.92万 | 减仓 |
| AAPL | APPLE INC | $2,690.99万 | 3.26% | 92,998 | -7,411 | -7.4% | -$214.44万 | 减仓 |
| AMZN | AMAZON COM INC | $2,904.10万 | 3.52% | 121,847 | -23,926 | -16.4% | -$570.25万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $3,849.80万 | 4.67% | 1,039,253 | -94,849 | -8.4% | -$351.36万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,216.25万 | 6.32% | 631,125 | 152,078 | 31.7% | $1,256.93万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $6,405.45万 | 7.77% | 2,256,234 | 41,405 | 1.9% | $117.55万 | 加仓 |