Element Wealth, LLC
RIDGELAND MS · SEC CIK 0001802743
$2.67亿2026Q2 申报市值
214持仓数
32.4%前十大占比 · 第一大 8.7%
13 / 10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
BE 新建仓+$137.70万
THNQ 加仓+$67.39万
AAOI 新建仓+$66.42万
RDW 新建仓+$41.19万
AMD 加仓+$34.74万
2026Q2 卖出最多 按季末市值估算
MU 重新持有-$135.84万
FXN 清仓-$100.44万
FCG 清仓-$79.73万
OIH 清仓-$77.12万
TFLO 减仓-$62.34万
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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $253.04万 | 0.95% | 3,858 | 377 | 10.8% | $24.73万 | 加仓 |
| AAPL | APPLE INC | $255.35万 | 0.96% | 8,825 | 30 | 0.3% | $8,681 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $260.08万 | 0.97% | 7,946 | -147 | -1.8% | -$4.81万 | 减仓 |
| IWP | ISHARES TR | $264.86万 | 0.99% | 18,090 | -1,100 | -5.7% | -$16.11万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $283.54万 | 1.06% | 194,871 | -3,160 | -1.6% | -$4.60万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $296.30万 | 1.11% | 224,130 | -369 | -0.2% | -$4,878 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $322.07万 | 1.21% | 32,797 | -467 | -1.4% | -$4.59万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $324.78万 | 1.22% | 35,608 | 7,388 | 26.2% | $67.39万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $371.80万 | 1.39% | 102,907 | -316 | -0.3% | -$1.14万 | 减仓 |
| GOVT | ISHARES TR | $388.17万 | 1.45% | 170,401 | -252 | -0.1% | -$5,741 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $390.90万 | 1.46% | 106,022 | -281 | -0.3% | -$1.04万 | 减仓 |
| IJH | ISHARES TR | $419.56万 | 1.57% | 54,411 | -837 | -1.5% | -$6.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $433.82万 | 1.62% | 5,809 | -465 | -7.4% | -$34.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $460.66万 | 1.72% | 12,449 | -35 | -0.3% | -$1.30万 | 减仓 |
| IEFA | ISHARES TR | $484.80万 | 1.82% | 50,196 | 545 | 1.1% | $5.26万 | 加仓 |
| IJR | ISHARES TR | $517.57万 | 1.94% | 34,898 | -1,808 | -4.9% | -$26.81万 | 减仓 |
| IEMG | ISHARES INC | $544.56万 | 2.04% | 65,737 | 621 | 1.0% | $5.14万 | 加仓 |
| AMLP | ALPS ETF TR | $620.63万 | 2.32% | 119,697 | -5,864 | -4.7% | -$30.40万 | 减仓 |
| AGG | ISHARES TR | $629.31万 | 2.36% | 63,580 | 1,042 | 1.7% | $10.31万 | 加仓 |
| TFLO | ISHARES TR | $738.21万 | 2.76% | 145,806 | -12,313 | -7.8% | -$62.34万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $756.52万 | 2.83% | 165,541 | -4,071 | -2.4% | -$18.60万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $982.65万 | 3.68% | 333,896 | -1,189 | -0.4% | -$3.50万 | 减仓 |
| ITOT | ISHARES TR | $1,052.74万 | 3.94% | 64,086 | -643 | -1.0% | -$10.56万 | 减仓 |
| IVV | ISHARES TR | $2,319.06万 | 8.68% | 30,967 | 53 | 0.2% | $3.97万 | 加仓 |