Wealth Quarterback LLC
TOMS RIVER NJ · SEC CIK 0001803386
$3.24亿2026Q2 申报市值
172持仓数
49.8%前十大占比 · 第一大 14.9%
17 / 8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
SMH 加仓+$802.02万
IVV 加仓+$575.97万
IAU 加仓+$522.39万
QQQ 加仓+$361.50万
DIA 加仓+$357.35万
2026Q2 卖出最多 按季末市值估算
FHEQ 清仓-$366.42万
EFV 减仓-$235.25万
AMD 减仓-$138.71万
INTC 减仓-$120.29万
COTERRA ENERGY I 清仓-$94.35万
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 |
|---|---|---|---|---|---|---|---|---|
| FHEQ | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -124,547 | -100.0% | -$366.42万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -26,851 | -100.0% | -$94.35万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -19,844 | -100.0% | -$45.18万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -5,482 | -100.0% | -$26.16万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,650 | -100.0% | -$21.78万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -10,291 | -100.0% | -$21.77万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,310 | -100.0% | -$21.48万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,642 | -100.0% | -$21.46万 | 清仓 |
| — | NEW FOUND GOLD CORP | $1.54万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $2.61万 | 0.01% | 10,551 | 0 | 0.0% | — | 不变 |
| TLS | TELOS CORP MD | $9.66万 | 0.03% | 21,000 | -6,000 | -22.2% | -$2.76万 | 减仓 |
| — | BCB BANCORP INC | $13.25万 | 0.04% | 12,356 | 102 | 0.8% | $1,093 | 加仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $16.13万 | 0.05% | 12,367 | 47 | 0.4% | $613 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $18.71万 | 0.06% | 200 | 200 | — | $18.71万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.06万 | 0.06% | 943 | 943 | — | $20.06万 | 新建仓 |
| IWB | ISHARES TR | $20.67万 | 0.06% | 505 | 505 | — | $20.67万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $20.77万 | 0.06% | 3,911 | 4 | 0.1% | $212 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.84万 | 0.06% | 2,841 | 2,841 | — | $20.84万 | 新建仓 |
| GSK | GSK PLC | $21.86万 | 0.07% | 4,171 | -308 | -6.9% | -$1.61万 | 减仓 |
| GLW | CORNING INC | $22.27万 | 0.07% | 872 | 872 | — | $22.27万 | 新建仓 |
| ORCL | ORACLE CORP | $22.62万 | 0.07% | 1,544 | 5 | 0.3% | $733 | 加仓 |
| IJR | ISHARES TR | $22.96万 | 0.07% | 1,548 | 1,548 | — | $22.96万 | 新建仓 |
| TIP | ISHARES TR | $24.23万 | 0.07% | 2,215 | -458 | -17.1% | -$5.01万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $24.35万 | 0.08% | 11,523 | 1,497 | 14.9% | $3.16万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $24.48万 | 0.08% | 9,486 | 1,441 | 17.9% | $3.72万 | 加仓 |
| GE | GE AEROSPACE | $24.49万 | 0.08% | 655 | 655 | — | $24.49万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $24.63万 | 0.08% | 12,748 | 12,748 | — | $24.63万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $24.85万 | 0.08% | 9,468 | 1,398 | 17.3% | $3.67万 | 加仓 |
| V | VISA INC | $25.32万 | 0.08% | 738 | 3 | 0.4% | $1,029 | 加仓 |
| ES | EVERSOURCE ENERGY | $25.49万 | 0.08% | 3,526 | 240 | 7.3% | $1.73万 | 加仓 |
| IDXX | IDEXX LABS INC | $26.32万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $27.01万 | 0.08% | 40,983 | -6,118 | -13.0% | -$4.03万 | 减仓 |
| GEV | GE VERNOVA INC | $27.68万 | 0.09% | 236 | 236 | — | $27.68万 | 新建仓 |
| IJS | ISHARES TR | $28.11万 | 0.09% | 2,057 | -34 | -1.6% | -$4,647 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.35万 | 0.09% | 2,244 | -123 | -5.2% | -$1.55万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $28.59万 | 0.09% | 13,150 | 1,429 | 12.2% | $3.11万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $29.03万 | 0.09% | 12,644 | 1,609 | 14.6% | $3.69万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $29.19万 | 0.09% | 40,205 | 613 | 1.5% | $4,450 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $29.42万 | 0.09% | 13,164 | 1,349 | 11.4% | $3.01万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.74万 | 0.09% | 308 | 308 | — | $29.74万 | 新建仓 |
| MTUM | ISHARES TR | $29.78万 | 0.09% | 869 | -652 | -42.9% | -$22.34万 | 减仓 |
| ADC | AGREE RLTY CORP | $29.97万 | 0.09% | 3,957 | 1,039 | 35.6% | $7.87万 | 加仓 |
| CSCO | CISCO SYS INC | $30.24万 | 0.09% | 2,575 | -525 | -16.9% | -$6.17万 | 减仓 |
| MFC | MANULIFE FINL CORP | $30.59万 | 0.09% | 7,552 | 55 | 0.7% | $2,228 | 加仓 |
| HYG | ISHARES TR | $30.74万 | 0.09% | 3,844 | 190 | 5.2% | $1.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.96万 | 0.10% | 2,263 | -26 | -1.1% | -$3,557 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.20万 | 0.10% | 454 | 454 | — | $31.20万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $31.21万 | 0.10% | 2,466 | -200 | -7.5% | -$2.53万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.44万 | 0.10% | 6,307 | 836 | 15.3% | $4.17万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $31.45万 | 0.10% | 1,294 | 3 | 0.2% | $729 | 加仓 |
| IONQ | IONQ INC | $31.62万 | 0.10% | 5,936 | 5,936 | — | $31.62万 | 新建仓 |
| ABBV | ABBVIE INC | $31.74万 | 0.10% | 1,261 | 23 | 1.9% | $5,789 | 加仓 |
| CTRE | CARETRUST REIT INC | $31.77万 | 0.10% | 7,875 | 85 | 1.1% | $3,430 | 加仓 |
| KKR | KKR & CO INC | $32.53万 | 0.10% | 3,545 | 151 | 4.4% | $1.39万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $32.94万 | 0.10% | 17,774 | -1,665 | -8.6% | -$3.09万 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.09万 | 0.10% | 17,307 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $33.38万 | 0.10% | 1,653 | -20 | -1.2% | -$4,039 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $33.39万 | 0.10% | 901 | 1 | 0.1% | $371 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.52万 | 0.10% | 3,054 | -58 | -1.9% | -$6,366 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $33.81万 | 0.10% | 4,148 | 4,148 | — | $33.81万 | 新建仓 |
| IYW | ISHARES TR | $33.89万 | 0.10% | 1,344 | -512 | -27.6% | -$12.91万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $34.03万 | 0.11% | 2,225 | 2,225 | — | $34.03万 | 新建仓 |
| MCK | MCKESSON CORP | $35.56万 | 0.11% | 471 | 1 | 0.2% | $755 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.67万 | 0.11% | 7,841 | 515 | 7.0% | $2.34万 | 加仓 |
| MRK | MERCK & CO INC | $36.70万 | 0.11% | 2,856 | -298 | -9.4% | -$3.83万 | 减仓 |
| ITOT | ISHARES TR | $36.83万 | 0.11% | 2,242 | 490 | 28.0% | $8.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.31万 | 0.12% | 760 | 2 | 0.3% | $982 | 加仓 |
| VALE | VALE S A | $37.57万 | 0.12% | 24,979 | 1,090 | 4.6% | $1.64万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $37.91万 | 0.12% | 23,143 | -2,787 | -10.7% | -$4.57万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $38.64万 | 0.12% | 2,341 | 425 | 22.2% | $7.02万 | 加仓 |
| C | CITIGROUP INC | $38.68万 | 0.12% | 2,764 | 72 | 2.7% | $1.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $39.15万 | 0.12% | 4,545 | 327 | 7.8% | $2.82万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $39.55万 | 0.12% | 31,067 | 190 | 0.6% | $2,419 | 加仓 |
| RIO | RIO TINTO PLC | $40.41万 | 0.12% | 4,257 | 2 | 0.0% | $190 | 加仓 |
| VICI | VICI PPTYS INC | $40.57万 | 0.13% | 15,282 | -860 | -5.3% | -$2.28万 | 减仓 |
| CUBE | CUBESMART | $40.67万 | 0.13% | 10,227 | -535 | -5.0% | -$2.13万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $42.05万 | 0.13% | 5,220 | 104 | 2.0% | $8,378 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.26万 | 0.13% | 3,688 | -88 | -2.3% | -$1.03万 | 减仓 |
| GOOG | ALPHABET INC | $43.40万 | 0.13% | 1,228 | -10 | -0.8% | -$3,534 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $44.14万 | 0.14% | 1,305 | 87 | 7.1% | $2.94万 | 加仓 |
| WRB | BERKLEY W R CORP | $46.11万 | 0.14% | 6,538 | 385 | 6.3% | $2.72万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $47.32万 | 0.15% | 12,385 | -859 | -6.5% | -$3.28万 | 减仓 |
| O | REALTY INCOME CORP | $48.37万 | 0.15% | 7,807 | 9 | 0.1% | $558 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.22万 | 0.15% | 1,694 | 364 | 27.4% | $10.58万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $50.42万 | 0.16% | 14,903 | -1,806 | -10.8% | -$6.11万 | 减仓 |
| D | DOMINION ENERGY INC | $51.39万 | 0.16% | 7,525 | -920 | -10.9% | -$6.28万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $53.14万 | 0.16% | 9,482 | -396 | -4.0% | -$2.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $53.39万 | 0.16% | 1,595 | 49 | 3.2% | $1.64万 | 加仓 |
| T | AT&T INC | $53.80万 | 0.17% | 25,992 | -2,939 | -10.2% | -$6.08万 | 减仓 |
| NFLX | NETFLIX INC. | $56.31万 | 0.17% | 7,887 | 4,907 | 164.7% | $35.04万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $56.45万 | 0.17% | 34,452 | 5,347 | 18.4% | $8.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $56.45万 | 0.17% | 2,963 | 2 | 0.1% | $381 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $56.55万 | 0.17% | 33,975 | 5,178 | 18.0% | $8.62万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $56.63万 | 0.17% | 30,485 | 3,911 | 14.7% | $7.26万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $57.29万 | 0.18% | 2,047 | 731 | 55.5% | $20.46万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $58.34万 | 0.18% | 24,319 | -1,596 | -6.2% | -$3.83万 | 减仓 |
| AVGO | BROADCOM INC | $58.61万 | 0.18% | 1,551 | 54 | 3.6% | $2.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $58.90万 | 0.18% | 2,702 | 550 | 25.6% | $11.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.92万 | 0.18% | 4,018 | 74 | 1.9% | $1.09万 | 加仓 |
| IJH | ISHARES TR | $60.03万 | 0.19% | 7,785 | -130 | -1.6% | -$1.00万 | 减仓 |