Strategic Wealth Investment Group, LLC
LOUISVILLE KY · SEC CIK 0001802365
$7.88亿2026Q1 申报市值
94持仓数
39.8%前十大占比 · 第一大 8.1%
6 / 3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
MSFT 加仓+$229.21万
EXCHANGE LISTED 加仓+$135.51万
BX 加仓+$110.38万
META 加仓+$109.10万
CRM 加仓+$101.40万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$181.53万
GLD 减仓-$71.13万
GOOGL 减仓-$53.40万
JNJ 减仓-$48.18万
QQQ 减仓-$29.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,399 | -100.0% | -$24.20万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -799 | -100.0% | -$21.51万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,058 | -100.0% | -$20.41万 | 清仓 |
| — | CREATIVE MEDIA & CMNTY TR | $6,843 | 0.00% | 11,138 | 11,138 | — | $6,843 | 新建仓 |
| HD | HOME DEPOT INC | $21.75万 | 0.03% | 661 | -100 | -13.1% | -$3.29万 | 减仓 |
| MCK | MCKESSON CORP | $22.41万 | 0.03% | 259 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.52万 | 0.03% | 470 | -71 | -13.1% | -$3.40万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $23.31万 | 0.03% | 713 | -6 | -0.8% | -$1,962 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $23.62万 | 0.03% | 6,514 | 19 | 0.3% | $689 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.75万 | 0.03% | 827 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $24.70万 | 0.03% | 5,373 | -354 | -6.2% | -$1.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.26万 | 0.03% | 362 | -27 | -6.9% | -$1.88万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.16万 | 0.03% | 6,150 | 6,150 | — | $26.16万 | 新建仓 |
| STE | STERIS PLC | $26.49万 | 0.03% | 1,198 | -408 | -25.4% | -$9.02万 | 减仓 |
| DIS | DISNEY WALT CO | $27.51万 | 0.03% | 2,855 | -86 | -2.9% | -$8,288 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.17万 | 0.04% | 1,970 | 24 | 1.2% | $3,554 | 加仓 |
| IVV | ISHARES TR | $30.84万 | 0.04% | 472 | 1 | 0.2% | $653 | 加仓 |
| KO | COCA COLA CO | $31.29万 | 0.04% | 4,114 | -79 | -1.9% | -$6,008 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $35.96万 | 0.05% | 8,353 | 8,353 | — | $35.96万 | 新建仓 |
| DGRO | ISHARES TR | $41.00万 | 0.05% | 5,842 | 31 | 0.5% | $2,176 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $41.12万 | 0.05% | 2,254 | -47 | -2.0% | -$8,574 | 减仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $42.23万 | 0.05% | 9,419 | 9,419 | — | $42.23万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $43.57万 | 0.06% | 10,840 | 10,840 | — | $43.57万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $44.35万 | 0.06% | 3,956 | 3,956 | — | $44.35万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $46.40万 | 0.06% | 1,446 | -121 | -7.7% | -$3.88万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $51.76万 | 0.07% | 1,833 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $51.97万 | 0.07% | 1,672 | -105 | -5.9% | -$3.26万 | 减仓 |
| WMT | WALMART INC | $53.87万 | 0.07% | 4,335 | -615 | -12.4% | -$7.64万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $57.29万 | 0.07% | 7,568 | -1,620 | -17.6% | -$12.26万 | 减仓 |
| NOBL | PROSHARES TR | $61.27万 | 0.08% | 5,780 | -214 | -3.6% | -$2.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $65.46万 | 0.08% | 3,044 | -608 | -16.6% | -$13.08万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $70.42万 | 0.09% | 4,903 | -83 | -1.7% | -$1.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.19万 | 0.09% | 2,136 | -253 | -10.6% | -$8.55万 | 减仓 |
| HACK | AMPLIFY ETF TR | $85.02万 | 0.11% | 11,323 | 3,034 | 36.6% | $22.78万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $97.20万 | 0.12% | 4,902 | -1 | -0.0% | -$198 | 减仓 |
| APH | AMPHENOL CORP | $98.02万 | 0.12% | 7,758 | -430 | -5.3% | -$5.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $102.21万 | 0.13% | 2,340 | -386 | -14.2% | -$16.86万 | 减仓 |
| EPI | WISDOMTREE TR | $103.42万 | 0.13% | 25,349 | -720 | -2.8% | -$2.94万 | 减仓 |
| TSLA | TESLA INC | $104.91万 | 0.13% | 2,822 | -117 | -4.0% | -$4.35万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $147.85万 | 0.19% | 29,682 | -439 | -1.5% | -$2.19万 | 减仓 |
| XT | ISHARES TR | $151.46万 | 0.19% | 22,225 | -769 | -3.3% | -$5.24万 | 减仓 |
| ARKK | ARK ETF TR | $156.27万 | 0.20% | 23,120 | -651 | -2.7% | -$4.40万 | 减仓 |
| VAW | VANGUARD WORLD FD | $168.97万 | 0.21% | 7,499 | -87 | -1.1% | -$1.96万 | 减仓 |
| MOO | VANECK ETF TRUST | $179.19万 | 0.23% | 21,206 | -262 | -1.2% | -$2.21万 | 减仓 |
| ARKQ | ARK ETF TR | $233.24万 | 0.30% | 20,742 | 273 | 1.3% | $3.07万 | 加仓 |
| MLPX | GLOBAL X FDS | $250.38万 | 0.32% | 33,863 | -302 | -0.9% | -$2.23万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $252.88万 | 0.32% | 11,562 | -559 | -4.6% | -$12.23万 | 减仓 |
| — | EA SERIES TRUST | $263.84万 | 0.33% | 93,584 | 16,693 | 21.7% | $47.06万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $560.51万 | 0.71% | 74,635 | 7,561 | 11.3% | $56.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $588.39万 | 0.75% | 128,218 | -1,010 | -0.8% | -$4.63万 | 减仓 |
| — | EXXON MOBIL CORP | $595.80万 | 0.76% | 35,117 | 1,924 | 5.8% | $32.64万 | 加仓 |
| NFLX | NETFLIX INC. | $623.93万 | 0.79% | 64,891 | 8,069 | 14.2% | $77.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $645.20万 | 0.82% | 11,179 | -514 | -4.4% | -$29.67万 | 减仓 |
| WM | WASTE MGMT INC DEL | $649.22万 | 0.82% | 28,253 | 225 | 0.8% | $5.17万 | 加仓 |
| PFF | ISHARES TR | $660.78万 | 0.84% | 217,935 | 1,518 | 0.7% | $4.60万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $731.70万 | 0.93% | 116,606 | 14,925 | 14.7% | $93.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $821.97万 | 1.04% | 33,911 | 1,984 | 6.2% | $48.09万 | 加仓 |
| BX | BLACKSTONE INC | $835.62万 | 1.06% | 72,669 | 9,599 | 15.2% | $110.38万 | 加仓 |
| BA | BOEING CO | $918.07万 | 1.16% | 46,127 | 490 | 1.1% | $9.75万 | 加仓 |
| ABBV | ABBVIE INC | $921.93万 | 1.17% | 42,390 | 309 | 0.7% | $6.72万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $946.61万 | 1.20% | 54,575 | 1,156 | 2.2% | $20.05万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $962.46万 | 1.22% | 133,805 | 5,366 | 4.2% | $38.60万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $971.27万 | 1.23% | 105,218 | 2,396 | 2.3% | $22.12万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $991.13万 | 1.26% | 32,767 | 327 | 1.0% | $9.89万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $993.16万 | 1.26% | 75,849 | 1,279 | 1.7% | $16.75万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,009.54万 | 1.28% | 53,246 | 258 | 0.5% | $4.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,033.50万 | 1.31% | 71,552 | 545 | 0.8% | $7.87万 | 加仓 |
| IXC | ISHARES TR | $1,034.45万 | 1.31% | 179,561 | -3,675 | -2.0% | -$21.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,035.89万 | 1.31% | 10,396 | 139 | 1.4% | $13.85万 | 加仓 |
| PEP | PEPSICO INC | $1,065.71万 | 1.35% | 68,627 | 487 | 0.7% | $7.56万 | 加仓 |
| LLY | ELI LILLY & CO | $1,110.44万 | 1.41% | 12,073 | -245 | -2.0% | -$22.53万 | 减仓 |
| LIN | LINDE PLC | $1,146.80万 | 1.46% | 23,132 | 225 | 1.0% | $11.15万 | 加仓 |
| CRM | SALESFORCE INC | $1,166.79万 | 1.48% | 62,506 | 5,432 | 9.5% | $101.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,178.96万 | 1.50% | 128,652 | -19,809 | -13.3% | -$181.53万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,215.31万 | 1.54% | 128,960 | -1,310 | -1.0% | -$12.35万 | 减仓 |
| V | VISA INC | $1,224.25万 | 1.55% | 40,506 | 1,054 | 2.7% | $31.86万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $1,351.94万 | 1.72% | 514,513 | 51,570 | 11.1% | $135.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,426.28万 | 1.81% | 58,349 | -1,971 | -3.3% | -$48.18万 | 减仓 |
| GOOGL | ALPHABET INC | $1,445.73万 | 1.83% | 50,276 | -1,857 | -3.6% | -$53.40万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,464.69万 | 1.86% | 17,313 | -85 | -0.5% | -$7.19万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1,577.86万 | 2.00% | 549,395 | 21,188 | 4.0% | $60.85万 | 加仓 |
| HUBB | HUBBELL INC | $1,585.33万 | 2.01% | 32,305 | -492 | -1.5% | -$24.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,616.11万 | 2.05% | 182,200 | 4,530 | 2.5% | $40.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,777.17万 | 2.26% | 36,156 | 1,415 | 4.1% | $69.55万 | 加仓 |
| META | META PLATFORMS INC | $1,907.36万 | 2.42% | 33,338 | 1,907 | 6.1% | $109.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,059.39万 | 2.61% | 118,084 | -650 | -0.5% | -$11.34万 | 减仓 |
| GLD | SPDR GOLD TR | $2,072.02万 | 2.63% | 48,154 | -1,653 | -3.3% | -$71.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,081.50万 | 2.64% | 70,761 | 550 | 0.8% | $16.18万 | 加仓 |
| AVGO | BROADCOM INC | $2,181.59万 | 2.77% | 70,485 | 96 | 0.1% | $2.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,261.93万 | 2.87% | 34,781 | -371 | -1.1% | -$24.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,383.93万 | 3.03% | 64,401 | 6,192 | 10.6% | $229.21万 | 加仓 |
| AAPL | APPLE INC | $2,548.29万 | 3.23% | 100,409 | -866 | -0.9% | -$21.98万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $2,922.22万 | 3.71% | 1,111,109 | 6,933 | 0.6% | $18.23万 | 加仓 |
| AMZN | AMAZON COM INC | $3,036.01万 | 3.85% | 145,773 | 3,641 | 2.6% | $75.83万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $3,622.32万 | 4.60% | 1,134,102 | 15,549 | 1.4% | $49.66万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,964.11万 | 5.03% | 479,047 | 5,946 | 1.3% | $49.20万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $6,347.70万 | 8.05% | 2,214,829 | 16,545 | 0.8% | $47.42万 | 加仓 |