Wealth Quarterback LLC
TOMS RIVER NJ · SEC CIK 0001803386
$2.54亿2026Q1 申报市值
163持仓数
46.2%前十大占比 · 第一大 14.5%
16 / 4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
XOVR 新建仓+$614.67万
FBTC 加仓+$543.08万
ITA 加仓+$155.18万
SLV 加仓+$103.16万
FENI 加仓+$69.36万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$1,729.31万
QQQ 减仓-$1,198.45万
MTUM 减仓-$227.04万
IAU 减仓-$175.13万
IYW 减仓-$156.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,694.16万 | 14.54% | 56,554 | -26,474 | -31.9% | -$1,729.31万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,599.07万 | 6.30% | 181,382 | -19,865 | -9.9% | -$175.13万 | 减仓 |
| QUAL | ISHARES TR | $1,358.52万 | 5.35% | 70,827 | 437 | 0.6% | $8.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,026.97万 | 4.04% | 17,793 | -20,764 | -53.9% | -$1,198.45万 | 减仓 |
| AAPL | APPLE INC | $939.02万 | 3.70% | 37,000 | -1,845 | -4.7% | -$46.82万 | 减仓 |
| DVY | ISHARES TR | $658.12万 | 2.59% | 43,466 | -3,727 | -7.9% | -$56.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $621.43万 | 2.45% | 16,208 | -3,637 | -18.3% | -$139.45万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $614.67万 | 2.42% | 363,923 | 363,923 | — | $614.67万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $613.51万 | 2.42% | 122,407 | 9,340 | 8.3% | $46.81万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $611.58万 | 2.41% | 103,605 | 92,000 | 792.8% | $543.08万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $562.05万 | 2.21% | 96,606 | 2,531 | 2.7% | $14.73万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $490.47万 | 1.93% | 131,847 | 18,646 | 16.5% | $69.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $396.94万 | 1.56% | 10,723 | 702 | 7.0% | $25.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $378.29万 | 1.49% | 21,691 | 150 | 0.7% | $2.62万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $366.42万 | 1.44% | 124,547 | 6,036 | 5.1% | $17.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $348.46万 | 1.37% | 75,934 | -75 | -0.1% | -$3,442 | 减仓 |
| AMZN | AMAZON COM INC | $325.19万 | 1.28% | 15,614 | 727 | 4.9% | $15.14万 | 加仓 |
| EFV | ISHARES TR | $303.86万 | 1.20% | 40,869 | -5,438 | -11.7% | -$40.43万 | 减仓 |
| — | EXXON MOBIL CORP | $298.18万 | 1.17% | 17,575 | -522 | -2.9% | -$8.86万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $291.58万 | 1.15% | 85,709 | -4,989 | -5.5% | -$16.97万 | 减仓 |
| GOOGL | ALPHABET INC | $274.54万 | 1.08% | 9,547 | 225 | 2.4% | $6.47万 | 加仓 |
| ITA | ISHARES TR | $249.21万 | 0.98% | 11,393 | 7,094 | 165.0% | $155.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $226.25万 | 0.89% | 33,204 | 15,139 | 83.8% | $103.16万 | 加仓 |
| META | META PLATFORMS INC | $223.34万 | 0.88% | 3,904 | 231 | 6.3% | $13.21万 | 加仓 |
| IEMG | ISHARES INC | $219.70万 | 0.86% | 31,498 | -98 | -0.3% | -$6,835 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $217.95万 | 0.86% | 10,714 | -845 | -7.3% | -$17.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $201.30万 | 0.79% | 4,201 | 149 | 3.7% | $7.14万 | 加仓 |
| WMT | WALMART INC | $196.81万 | 0.77% | 15,836 | -3,356 | -17.5% | -$41.71万 | 减仓 |
| GLD | SPDR GOLD TR | $195.90万 | 0.77% | 4,553 | -620 | -12.0% | -$26.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $189.50万 | 0.75% | 1,902 | -194 | -9.3% | -$19.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $187.13万 | 0.74% | 3,096 | -289 | -8.5% | -$17.47万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $182.08万 | 0.72% | 55,261 | 3,914 | 7.6% | $12.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $174.46万 | 0.69% | 7,137 | 57 | 0.8% | $1.39万 | 加仓 |
| ASML | ASML HLDG NV | $167.26万 | 0.66% | 1,266 | -229 | -15.3% | -$30.26万 | 减仓 |
| CB | CHUBB LTD SWITZ | $165.38万 | 0.65% | 5,074 | 22 | 0.4% | $7,171 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $164.37万 | 0.65% | 27,102 | -5,720 | -17.4% | -$34.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $155.72万 | 0.61% | 7,527 | -592 | -7.3% | -$12.25万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.57% | 2 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $130.07万 | 0.51% | 3,499 | -84 | -2.3% | -$3.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $126.93万 | 0.50% | 25,284 | -1,247 | -4.7% | -$6.26万 | 减仓 |
| LLY | ELI LILLY & CO | $124.76万 | 0.49% | 1,356 | -273 | -16.8% | -$25.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.92万 | 0.48% | 5,030 | 359 | 7.7% | $8.70万 | 加仓 |
| CAT | CATERPILLAR INC | $121.65万 | 0.48% | 1,717 | 2 | 0.1% | $1,417 | 加仓 |
| TFC | TRUIST FINL CORP | $119.45万 | 0.47% | 25,985 | -2,079 | -7.4% | -$9.56万 | 减仓 |
| ENB | ENBRIDGE INC | $118.60万 | 0.47% | 21,906 | -1,886 | -7.9% | -$10.21万 | 减仓 |
| KO | COCA COLA CO | $117.96万 | 0.46% | 15,510 | -654 | -4.0% | -$4.97万 | 减仓 |
| INTC | INTEL CORP | $112.82万 | 0.44% | 25,565 | -2,413 | -8.6% | -$10.65万 | 减仓 |
| OKE | ONEOK INC NEW | $112.57万 | 0.44% | 12,454 | 741 | 6.3% | $6.70万 | 加仓 |
| MCD | MCDONALDS CORP | $108.55万 | 0.43% | 3,493 | -323 | -8.5% | -$10.04万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $105.71万 | 0.42% | 6,441 | 477 | 8.0% | $7.83万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $102.95万 | 0.41% | 22,853 | 2,079 | 10.0% | $9.37万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $101.22万 | 0.40% | 8,532 | 215 | 2.6% | $2.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $99.67万 | 0.39% | 1,461 | -174 | -10.6% | -$11.87万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $97.73万 | 0.38% | 12,072 | -137 | -1.1% | -$1.11万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $97.18万 | 0.38% | 2,098 | -167 | -7.4% | -$7.74万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $96.89万 | 0.38% | 1,082 | 16 | 1.5% | $1.43万 | 加仓 |
| — | COTERRA ENERGY INC | $94.35万 | 0.37% | 26,851 | 1,911 | 7.7% | $6.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.96万 | 0.37% | 1,429 | -34 | -2.3% | -$2.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $84.07万 | 0.33% | 12,740 | -9 | -0.1% | -$594 | 减仓 |
| T | AT&T INC | $83.87万 | 0.33% | 28,931 | 61 | 0.2% | $1,768 | 加仓 |
| RTX | RTX CORPORATION | $82.99万 | 0.33% | 4,302 | 818 | 23.5% | $15.78万 | 加仓 |
| IUSG | ISHARES TR | $79.46万 | 0.31% | 5,123 | -79 | -1.5% | -$1.23万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $79.44万 | 0.31% | 4,804 | -2,287 | -32.3% | -$37.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $77.99万 | 0.31% | 4,865 | 2,187 | 81.7% | $35.06万 | 加仓 |
| QCOM | QUALCOMM INC | $75.57万 | 0.30% | 5,868 | 842 | 16.8% | $10.84万 | 加仓 |
| FTNT | FORTINET INC | $70.37万 | 0.28% | 8,611 | 2,463 | 40.1% | $20.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.55万 | 0.27% | 1,999 | 14 | 0.7% | $4,731 | 加仓 |
| BA | BOEING CO | $66.96万 | 0.26% | 3,364 | 115 | 3.5% | $2.29万 | 加仓 |
| AMGN | AMGEN INC | $66.78万 | 0.26% | 1,898 | 49 | 2.7% | $1.72万 | 加仓 |
| NVO | NOVO-NORDISK A S | $66.54万 | 0.26% | 18,107 | 2,298 | 14.5% | $8.44万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $66.18万 | 0.26% | 56,711 | 4,032 | 7.7% | $4.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $65.90万 | 0.26% | 2,240 | 655 | 41.3% | $19.27万 | 加仓 |
| HD | HOME DEPOT INC | $60.67万 | 0.24% | 1,845 | 24 | 1.3% | $7,893 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $57.06万 | 0.22% | 29,218 | 3,583 | 14.0% | $7.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.97万 | 0.22% | 3,944 | -93 | -2.3% | -$1.34万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $56.13万 | 0.22% | 27,483 | 2,355 | 9.4% | $4.81万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $55.87万 | 0.22% | 28,467 | 2,438 | 9.4% | $4.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.41万 | 0.22% | 2,727 | 4 | 0.1% | $813 | 加仓 |
| NJR | NEW JERSEY RES CORP | $54.25万 | 0.21% | 9,878 | 101 | 1.0% | $5,547 | 加仓 |
| IJH | ISHARES TR | $53.45万 | 0.21% | 7,915 | -344 | -4.2% | -$2.32万 | 减仓 |
| D | DOMINION ENERGY INC | $52.21万 | 0.21% | 8,445 | -513 | -5.7% | -$3.17万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $51.48万 | 0.20% | 16,709 | -3,484 | -17.3% | -$10.73万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $50.01万 | 0.20% | 1,316 | -148 | -10.1% | -$5.62万 | 减仓 |
| DAL | DELTA AIR LINES INC | $49.98万 | 0.20% | 7,519 | 124 | 1.7% | $8,243 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $49.59万 | 0.20% | 26,574 | 4,563 | 20.7% | $8.51万 | 加仓 |
| SO | SOUTHERN CO | $49.12万 | 0.19% | 5,089 | 502 | 10.9% | $4.85万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $48.15万 | 0.19% | 28,797 | 4,284 | 17.5% | $7.16万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $47.91万 | 0.19% | 29,105 | 29,105 | — | $47.91万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $47.76万 | 0.19% | 4,287 | 197 | 4.8% | $2.19万 | 加仓 |
| O | REALTY INCOME CORP | $47.71万 | 0.19% | 7,798 | -1,569 | -16.8% | -$9.60万 | 减仓 |
| AVGO | BROADCOM INC | $46.34万 | 0.18% | 1,497 | -31 | -2.0% | -$9,597 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.90万 | 0.18% | 1,330 | -681 | -33.9% | -$23.50万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $45.18万 | 0.18% | 19,844 | 3,024 | 18.0% | $6.89万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $44.65万 | 0.18% | 25,930 | 1,520 | 6.2% | $2.62万 | 加仓 |
| VICI | VICI PPTYS INC | $44.10万 | 0.17% | 16,142 | -931 | -5.5% | -$2.54万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $42.32万 | 0.17% | 13,244 | -4,105 | -23.7% | -$13.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $42.22万 | 0.17% | 2,152 | 9 | 0.4% | $1,766 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $41.15万 | 0.16% | 3,776 | -1,929 | -33.8% | -$21.02万 | 减仓 |
| WRB | BERKLEY W R CORP | $40.78万 | 0.16% | 6,153 | 148 | 2.5% | $9,809 | 加仓 |
| MCK | MCKESSON CORP | $40.71万 | 0.16% | 470 | 0 | 0.0% | — | 不变 |