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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $60.45万 | 0.19% | 2,699 | -28 | -1.0% | -$6,271 | 减仓 |
| DAL | DELTA AIR LINES INC | $63.02万 | 0.19% | 6,728 | -791 | -10.5% | -$7.41万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $63.06万 | 0.19% | 32,151 | 3,684 | 12.9% | $7.23万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $63.22万 | 0.20% | 31,043 | 3,560 | 13.0% | $7.25万 | 加仓 |
| AMGN | AMGEN INC | $63.84万 | 0.20% | 1,763 | -135 | -7.1% | -$4.89万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $65.04万 | 0.20% | 33,310 | 4,092 | 14.0% | $7.99万 | 加仓 |
| HD | HOME DEPOT INC | $65.60万 | 0.20% | 1,860 | 15 | 0.8% | $5,290 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $69.40万 | 0.21% | 5,866 | 1,579 | 36.8% | $18.68万 | 加仓 |
| SO | SOUTHERN CO | $70.34万 | 0.22% | 7,349 | 2,260 | 44.4% | $21.63万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $71.06万 | 0.22% | 53,032 | -3,679 | -6.5% | -$4.93万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $71.84万 | 0.22% | 3,971 | -833 | -17.3% | -$15.07万 | 减仓 |
| QCOM | QUALCOMM INC | $74.60万 | 0.23% | 4,037 | -1,831 | -31.2% | -$33.83万 | 减仓 |
| RTX | RTX CORPORATION | $74.76万 | 0.23% | 3,940 | -362 | -8.4% | -$6.87万 | 减仓 |
| EFV | ISHARES TR | $77.59万 | 0.24% | 10,136 | -30,733 | -75.2% | -$235.25万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $78.99万 | 0.24% | 19,116 | 19,116 | — | $78.99万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $79.91万 | 0.25% | 1,569 | 108 | 7.4% | $5.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $83.09万 | 0.26% | 11,548 | -1,192 | -9.4% | -$8.58万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $88.03万 | 0.27% | 22,811 | -42 | -0.2% | -$1,621 | 减仓 |
| NVO | NOVO-NORDISK A S | $89.29万 | 0.28% | 18,626 | 519 | 2.9% | $2.49万 | 加仓 |
| BA | BOEING CO | $91.19万 | 0.28% | 4,213 | 849 | 25.2% | $18.38万 | 加仓 |
| IUSG | ISHARES TR | $96.47万 | 0.30% | 5,129 | 6 | 0.1% | $1,129 | 加仓 |
| MCD | MCDONALDS CORP | $97.78万 | 0.30% | 3,617 | 124 | 3.5% | $3.35万 | 加仓 |
| FTNT | FORTINET INC | $100.76万 | 0.31% | 6,559 | -2,052 | -23.8% | -$31.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $101.32万 | 0.31% | 23,931 | -1,353 | -5.4% | -$5.73万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $107.79万 | 0.33% | 1,102 | 20 | 1.8% | $1.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $108.77万 | 0.34% | 1,457 | 28 | 2.0% | $2.09万 | 加仓 |
| OKE | ONEOK INC NEW | $109.19万 | 0.34% | 12,559 | 105 | 0.8% | $9,129 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $110.84万 | 0.34% | 3,386 | 1,146 | 51.2% | $37.51万 | 加仓 |
| ENB | ENBRIDGE INC | $119.45万 | 0.37% | 22,036 | 130 | 0.6% | $7,047 | 加仓 |
| TFC | TRUIST FINL CORP | $120.95万 | 0.37% | 24,278 | -1,707 | -6.6% | -$8.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $121.99万 | 0.38% | 7,359 | -168 | -2.2% | -$2.78万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $122.18万 | 0.38% | 3,583 | -1,282 | -26.4% | -$43.72万 | 减仓 |
| KO | COCA COLA CO | $124.46万 | 0.38% | 15,314 | -196 | -1.3% | -$1.59万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $126.23万 | 0.39% | 15,553 | 3,481 | 28.8% | $28.25万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $126.72万 | 0.39% | 8,763 | 231 | 2.7% | $3.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $147.51万 | 0.46% | 5,246 | 216 | 4.3% | $6.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.46% | 2 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $155.21万 | 0.48% | 26,938 | -164 | -0.6% | -$9,450 | 减仓 |
| TSLA | TESLA INC | $159.51万 | 0.49% | 3,793 | 294 | 8.4% | $12.36万 | 加仓 |
| GLD | SPDR GOLD TR | $168.14万 | 0.52% | 4,564 | 11 | 0.2% | $4,052 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $168.57万 | 0.52% | 3,309 | 213 | 6.9% | $10.85万 | 加仓 |
| CB | CHUBB LIMITED | $175.21万 | 0.54% | 5,142 | 68 | 1.3% | $2.32万 | 加仓 |
| WMT | WALMART INC | $176.33万 | 0.54% | 15,569 | -267 | -1.7% | -$3.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $177.12万 | 0.55% | 6,974 | -163 | -2.3% | -$4.14万 | 减仓 |
| LLY | ELI LILLY & CO | $180.67万 | 0.56% | 1,506 | 150 | 11.1% | $18.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $180.96万 | 0.56% | 1,934 | 32 | 1.7% | $2.99万 | 加仓 |
| CAT | CATERPILLAR INC | $183.08万 | 0.57% | 1,719 | 2 | 0.1% | $2,130 | 加仓 |
| SLV | ISHARES SILVER TR | $192.96万 | 0.60% | 36,088 | 2,884 | 8.7% | $15.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $219.82万 | 0.68% | 1,904 | -95 | -4.8% | -$10.97万 | 减仓 |
| INTC | INTEL CORP | $236.67万 | 0.73% | 16,950 | -8,615 | -33.7% | -$120.29万 | 减仓 |
| — | EXXON MOBIL CORP | $242.23万 | 0.75% | 17,717 | 142 | 0.8% | $1.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $245.09万 | 0.76% | 4,898 | 697 | 16.6% | $34.88万 | 加仓 |
| ASML | ASML HLDG NV | $260.25万 | 0.80% | 1,308 | 42 | 3.3% | $8.36万 | 加仓 |
| META | META PLATFORMS INC | $260.35万 | 0.80% | 4,622 | 718 | 18.4% | $40.44万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $282.73万 | 0.87% | 6,553 | 112 | 1.7% | $4.83万 | 加仓 |
| IEMG | ISHARES INC | $289.88万 | 0.90% | 34,993 | 3,495 | 11.1% | $28.95万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $294.39万 | 0.91% | 80,435 | 80,435 | — | $294.39万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $296.20万 | 0.91% | 100,204 | 14,495 | 16.9% | $42.85万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $313.23万 | 0.97% | 59,414 | 4,153 | 7.5% | $21.89万 | 加仓 |
| ITA | ISHARES TR | $317.07万 | 0.98% | 13,080 | 1,687 | 14.8% | $40.89万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $332.74万 | 1.03% | 118,624 | 118,624 | — | $332.74万 | 新建仓 |
| GOOGL | ALPHABET INC | $344.54万 | 1.06% | 9,641 | 94 | 1.0% | $3.36万 | 加仓 |
| AMZN | AMAZON COM INC | $351.02万 | 1.08% | 14,728 | -886 | -5.7% | -$21.12万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $399.93万 | 1.23% | 88,207 | 12,273 | 16.2% | $55.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $410.57万 | 1.27% | 11,007 | 284 | 2.6% | $10.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $449.65万 | 1.39% | 22,472 | 781 | 3.6% | $15.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $466.94万 | 1.44% | 8,939 | 6,841 | 326.1% | $357.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $483.64万 | 1.49% | 8,326 | -2,388 | -22.3% | -$138.71万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $563.71万 | 1.74% | 110,423 | 6,818 | 6.6% | $34.81万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $615.30万 | 1.90% | 153,327 | 21,480 | 16.3% | $86.20万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $739.40万 | 2.28% | 108,719 | 12,113 | 12.5% | $82.38万 | 加仓 |
| DVY | ISHARES TR | $782.27万 | 2.42% | 50,050 | 6,584 | 15.1% | $102.91万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $844.59万 | 2.61% | 135,983 | 13,576 | 11.1% | $84.32万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $846.13万 | 2.61% | 401,964 | 38,041 | 10.5% | $80.08万 | 加仓 |
| AAPL | APPLE INC | $1,003.65万 | 3.10% | 34,685 | -2,315 | -6.3% | -$66.99万 | 减仓 |
| QUAL | ISHARES TR | $1,663.40万 | 5.14% | 75,806 | 4,979 | 7.0% | $109.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,671.76万 | 5.16% | 22,702 | 4,909 | 27.6% | $361.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,865.07万 | 5.76% | 28,436 | 12,228 | 75.4% | $802.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,892.00万 | 5.84% | 250,563 | 69,181 | 38.1% | $522.39万 | 加仓 |
| IVV | ISHARES TR | $4,811.23万 | 14.86% | 64,245 | 7,691 | 13.6% | $575.97万 | 加仓 |