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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -54,575 | -100.0% | -$946.61万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -4,903 | -100.0% | -$70.42万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$26.49万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -259 | -100.0% | -$22.41万 | 清仓 |
| — | CREATIVE MEDIA & CMNTY TR | $0 | 0.00% | 0 | -11,138 | -100.0% | -$6,843 | 清仓 |
| IVE | ISHARES TR | $20.81万 | 0.03% | 916 | 916 | — | $20.81万 | 新建仓 |
| XT | ISHARES TR | $21.11万 | 0.03% | 2,555 | -19,670 | -88.5% | -$162.51万 | 减仓 |
| SUSA | ISHARES TR | $21.20万 | 0.03% | 1,374 | 1,374 | — | $21.20万 | 新建仓 |
| HD | HOME DEPOT INC | $22.90万 | 0.03% | 649 | -12 | -1.8% | -$4,235 | 减仓 |
| CINF | CINCINNATI FINL CORP | $23.14万 | 0.03% | 1,250 | 0 | 0.0% | — | 重新持有 |
| IVW | ISHARES TR | $23.19万 | 0.03% | 1,686 | 1,686 | — | $23.19万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $26.42万 | 0.03% | 713 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $26.65万 | 0.03% | 3,308 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $27.06万 | 0.03% | 5,431 | 58 | 1.1% | $2,890 | 加仓 |
| DIS | DISNEY WALT CO | $27.30万 | 0.03% | 2,837 | -18 | -0.6% | -$1,732 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $27.36万 | 0.03% | 6,527 | 13 | 0.2% | $545 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.57万 | 0.04% | 591 | 121 | 25.7% | $6.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.74万 | 0.04% | 2,488 | -408 | -14.1% | -$4.88万 | 减仓 |
| ARKK | ARK ETF TR | $32.29万 | 0.04% | 3,995 | -19,125 | -82.7% | -$154.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.97万 | 0.04% | 891 | -555 | -38.4% | -$20.54万 | 减仓 |
| KO | COCA COLA CO | $34.63万 | 0.04% | 4,261 | 147 | 3.6% | $1.19万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $35.51万 | 0.04% | 7,206 | 1,056 | 17.2% | $5.20万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.94万 | 0.04% | 2,338 | 368 | 18.7% | $5.81万 | 加仓 |
| ANGL | VANECK ETF TRUST | $40.52万 | 0.05% | 13,858 | -535,537 | -97.5% | -$1,565.91万 | 减仓 |
| GOOG | ALPHABET INC | $45.72万 | 0.06% | 1,294 | 581 | 81.5% | $20.53万 | 重新持有 |
| MCD | MCDONALDS CORP | $45.81万 | 0.06% | 1,695 | 23 | 1.4% | $6,216 | 加仓 |
| WMT | WALMART INC | $47.33万 | 0.06% | 4,179 | -156 | -3.6% | -$1.77万 | 减仓 |
| PFF | ISHARES TR | $48.47万 | 0.06% | 15,898 | -202,037 | -92.7% | -$616.01万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $48.90万 | 0.06% | 9,789 | 1,436 | 17.2% | $7.17万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $53.00万 | 0.06% | 1,514 | -319 | -17.4% | -$11.17万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $53.89万 | 0.07% | 2,686 | 432 | 19.2% | $8.67万 | 加仓 |
| DGRO | ISHARES TR | $54.16万 | 0.07% | 7,147 | 1,305 | 22.3% | $9.89万 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $54.92万 | 0.07% | 11,125 | 1,706 | 18.1% | $8.42万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $59.16万 | 0.07% | 12,533 | 1,693 | 15.6% | $7.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $61.00万 | 0.07% | 4,902 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $63.15万 | 0.08% | 11,244 | -316 | -2.7% | -$1.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.22万 | 0.08% | 2,714 | -330 | -10.8% | -$7.81万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $65.14万 | 0.08% | 7,604 | 36 | 0.5% | $3,084 | 加仓 |
| IVV | ISHARES TR | $65.93万 | 0.08% | 880 | 408 | 86.4% | $30.57万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $72.74万 | 0.09% | 4,503 | 547 | 13.8% | $8.84万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $76.03万 | 0.09% | 1,656 | 1,656 | — | $76.03万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $80.16万 | 0.10% | 6,871 | 6,871 | — | $80.16万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.81万 | 0.10% | 1,734 | -402 | -18.8% | -$19.20万 | 减仓 |
| EPI | WISDOMTREE TR | $112.73万 | 0.14% | 26,351 | 1,002 | 4.0% | $4.29万 | 加仓 |
| IJT | ISHARES TR | $114.37万 | 0.14% | 6,404 | 6,404 | — | $114.37万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $117.04万 | 0.14% | 13,587 | -453 | -3.2% | -$3.90万 | 减仓 |
| APH | AMPHENOL CORP | $120.37万 | 0.15% | 6,827 | -931 | -12.0% | -$16.42万 | 减仓 |
| TSLA | TESLA INC | $122.31万 | 0.15% | 2,908 | 86 | 3.0% | $3.62万 | 加仓 |
| HACK | AMPLIFY ETF TR | $132.26万 | 0.16% | 12,605 | 1,282 | 11.3% | $13.45万 | 加仓 |
| MOO | VANECK ETF TRUST | $166.62万 | 0.20% | 21,038 | -168 | -0.8% | -$1.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $168.43万 | 0.20% | 5,499 | 5,499 | — | $168.43万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $169.54万 | 0.21% | 7,410 | -89 | -1.2% | -$2.04万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $185.76万 | 0.23% | 29,660 | -22 | -0.1% | -$1,378 | 减仓 |
| ARKQ | ARK ETF TR | $193.24万 | 0.23% | 14,615 | -6,127 | -29.5% | -$81.01万 | 减仓 |
| MLPX | GLOBAL X FDS | $239.09万 | 0.29% | 32,459 | -1,404 | -4.1% | -$10.34万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $273.55万 | 0.33% | 15,101 | 3,539 | 30.6% | $64.11万 | 加仓 |
| MLI | MUELLER INDS INC | $356.95万 | 0.43% | 29,037 | 29,037 | — | $356.95万 | 新建仓 |
| — | EA SERIES TRUST | $375.77万 | 0.46% | 126,408 | 32,824 | 35.1% | $97.58万 | 加仓 |
| ETN | EATON CORP PLC | $426.76万 | 0.52% | 10,015 | 10,015 | — | $426.76万 | 新建仓 |
| — | EXXON MOBIL CORP | $473.78万 | 0.57% | 34,653 | -464 | -1.3% | -$6.34万 | 减仓 |
| WM | WASTE MGMT INC DEL | $490.32万 | 0.59% | 21,999 | -6,254 | -22.1% | -$139.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $611.41万 | 0.74% | 48,303 | -27,546 | -36.3% | -$348.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $659.12万 | 0.80% | 8,951 | -2,228 | -19.9% | -$164.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $671.30万 | 0.81% | 211,700 | 211,700 | — | $671.30万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $747.19万 | 0.91% | 9,791 | 9,791 | — | $747.19万 | 新建仓 |
| DHR | DANAHER CORP DEL | $762.26万 | 0.92% | 40,018 | -13,228 | -24.8% | -$251.96万 | 减仓 |
| IXC | ISHARES TR | $774.51万 | 0.94% | 157,645 | -21,916 | -12.2% | -$107.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $818.67万 | 0.99% | 24,203 | -8,564 | -26.1% | -$289.68万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $878.40万 | 1.07% | 121,730 | -12,075 | -9.0% | -$87.13万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $894.64万 | 1.08% | 209,615 | 93,009 | 79.8% | $396.96万 | 加仓 |
| NFLX | NETFLIX INC. | $911.24万 | 1.10% | 127,625 | 62,734 | 96.7% | $447.92万 | 加仓 |
| PEP | PEPSICO INC | $921.71万 | 1.12% | 68,073 | -554 | -0.8% | -$7.50万 | 减仓 |
| ABBV | ABBVIE INC | $931.46万 | 1.13% | 37,016 | -5,374 | -12.7% | -$135.23万 | 减仓 |
| CRM | SALESFORCE INC | $961.77万 | 1.17% | 61,392 | -1,114 | -1.8% | -$17.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $989.50万 | 1.20% | 35,187 | 1,276 | 3.8% | $35.88万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $996.98万 | 1.21% | 108,262 | 3,044 | 2.9% | $28.03万 | 加仓 |
| EMR | EMERSON ELEC CO | $999.33万 | 1.21% | 69,810 | 69,810 | — | $999.33万 | 新建仓 |
| BA | BOEING CO | $999.62万 | 1.21% | 46,178 | 51 | 0.1% | $1.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,042.66万 | 1.26% | 71,103 | -449 | -0.6% | -$6.58万 | 减仓 |
| BX | BLACKSTONE INC | $1,052.03万 | 1.28% | 89,405 | 16,736 | 23.0% | $196.93万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,109.22万 | 1.34% | 115,029 | -67,171 | -36.9% | -$647.73万 | 减仓 |
| LIN | LINDE PLC | $1,111.44万 | 1.35% | 21,418 | -1,714 | -7.4% | -$88.94万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,164.09万 | 1.41% | 256,746 | 128,528 | 100.2% | $582.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,167.97万 | 1.42% | 12,485 | 2,089 | 20.1% | $195.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,202.46万 | 1.46% | 131,216 | 2,564 | 2.0% | $23.50万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,214.23万 | 1.47% | 123,648 | -5,312 | -4.1% | -$52.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,219.63万 | 1.48% | 48,023 | -10,326 | -17.7% | -$262.25万 | 减仓 |
| V | VISA INC | $1,248.63万 | 1.51% | 36,394 | -4,112 | -10.2% | -$141.08万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,249.23万 | 1.51% | 142,330 | 142,330 | — | $1,249.23万 | 新建仓 |
| LLY | ELI LILLY & CO | $1,267.60万 | 1.54% | 10,568 | -1,505 | -12.5% | -$180.52万 | 减仓 |
| HUBB | HUBBELL INC | $1,368.38万 | 1.66% | 26,154 | -6,151 | -19.0% | -$321.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,496.84万 | 1.81% | 14,800 | -2,513 | -14.5% | -$254.16万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,600.14万 | 1.94% | 31,916 | -4,240 | -11.7% | -$212.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1,673.41万 | 2.03% | 46,826 | -3,450 | -6.9% | -$123.29万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,693.97万 | 2.05% | 202,266 | 127,631 | 171.0% | $1,068.91万 | 加仓 |
| META | META PLATFORMS INC | $1,788.29万 | 2.17% | 31,747 | -1,591 | -4.8% | -$89.62万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $1,811.62万 | 2.20% | 604,250 | 89,737 | 17.4% | $269.04万 | 加仓 |
| GLD | SPDR GOLD TR | $1,961.70万 | 2.38% | 53,252 | 5,098 | 10.6% | $187.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,022.33万 | 2.45% | 54,215 | -10,186 | -15.8% | -$379.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,092.51万 | 2.54% | 63,927 | -6,834 | -9.7% | -$223.70万 | 减仓 |