ACT WEALTH MANAGEMENT, LLC
PLANO TX · SEC CIK 0001814191
$2.98亿2026Q1 申报市值
62持仓数
81.6%前十大占比 · 第一大 14.0%
5 / 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
VNQ 加仓+$177.05万
CEMB 加仓+$122.53万
IWB 加仓+$56.30万
PWB 加仓+$52.25万
CRM 新建仓+$49.92万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$1,642.46万
WARNER BROS DISC 清仓-$87.53万
EXXON MOBIL CORP 减仓-$30.64万
VYM 减仓-$28.61万
SCHF 减仓-$25.29万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -30,370 | -100.0% | -$87.53万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,407 | -100.0% | -$21.69万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,167 | -100.0% | -$20.20万 | 清仓 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$2.36万 | 清仓 |
| — | HUMACYTE INC | $6,904 | 0.00% | 11,379 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3.04万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| — | BTCS INC | $3.06万 | 0.01% | 22,000 | 2,000 | 10.0% | $2,780 | 加仓 |
| ATOM | ATOMERA INC | $3.81万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.54万 | 0.07% | 1,060 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $21.78万 | 0.07% | 2,720 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $22.22万 | 0.07% | 1,350 | -62 | -4.4% | -$1.02万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $22.80万 | 0.08% | 7,365 | 7,365 | — | $22.80万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $23.05万 | 0.08% | 9,183 | 338 | 3.8% | $8,484 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.09万 | 0.08% | 400 | 400 | — | $23.09万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.16万 | 0.08% | 500 | 500 | — | $23.16万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.16万 | 0.09% | 1,363 | 1,363 | — | $26.16万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $26.24万 | 0.09% | 892 | -10 | -1.1% | -$2,942 | 减仓 |
| GRNY | TIDAL TRUST I | $26.32万 | 0.09% | 11,025 | 448 | 4.2% | $1.07万 | 加仓 |
| UNP | UNION PAC CORP | $26.47万 | 0.09% | 1,091 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $26.72万 | 0.09% | 1,283 | 121 | 10.4% | $2.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.68万 | 0.09% | 1,674 | -145 | -8.0% | -$2.40万 | 减仓 |
| IWF | ISHARES TR | $27.69万 | 0.09% | 649 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $31.35万 | 0.11% | 6,100 | -1,400 | -18.7% | -$7.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.56万 | 0.11% | 1,373 | -26 | -1.9% | -$6,355 | 减仓 |
| INTC | INTEL CORP | $35.30万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.54万 | 0.12% | 5,386 | 60 | 1.1% | $3,959 | 加仓 |
| BA | BOEING CO | $35.85万 | 0.12% | 1,801 | 250 | 16.1% | $4.98万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $39.51万 | 0.13% | 4,291 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $39.58万 | 0.13% | 468 | -28 | -5.6% | -$2.37万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $40.10万 | 0.13% | 10,695 | 9 | 0.1% | $337 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $41.82万 | 0.14% | 14,863 | 478 | 3.3% | $1.35万 | 加仓 |
| NEM | NEWMONT CORP | $42.19万 | 0.14% | 3,897 | -110 | -2.7% | -$1.19万 | 减仓 |
| ET | ENERGY TRANSFER L P | $43.42万 | 0.15% | 22,500 | 6,000 | 36.4% | $11.58万 | 加仓 |
| CRM | SALESFORCE INC | $49.92万 | 0.17% | 2,674 | 2,674 | — | $49.92万 | 新建仓 |
| INTU | INTUIT | $53.83万 | 0.18% | 1,245 | -20 | -1.6% | -$8,648 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $54.85万 | 0.18% | 16,645 | 187 | 1.1% | $6,162 | 加仓 |
| HYD | VANECK ETF TRUST | $55.98万 | 0.19% | 11,165 | 503 | 4.7% | $2.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $61.60万 | 0.21% | 3,532 | 1,088 | 44.5% | $18.97万 | 加仓 |
| V | VISA INC | $67.55万 | 0.23% | 2,235 | -50 | -2.2% | -$1.51万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $70.00万 | 0.24% | 15,476 | 6,532 | 73.0% | $29.54万 | 加仓 |
| IGIB | ISHARES TR | $78.85万 | 0.26% | 14,815 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $80.89万 | 0.27% | 5,578 | -685 | -10.9% | -$9.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.13万 | 0.27% | 1,693 | -420 | -19.9% | -$20.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $85.27万 | 0.29% | 4,121 | -107 | -2.5% | -$2.21万 | 减仓 |
| MUB | ISHARES TR | $93.31万 | 0.31% | 8,791 | 2,242 | 34.2% | $23.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $94.18万 | 0.32% | 2,544 | -6 | -0.2% | -$2,221 | 减仓 |
| EEM | ISHARES TR | $96.47万 | 0.32% | 16,988 | 2,272 | 15.4% | $12.90万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $164.98万 | 0.55% | 71,052 | 127 | 0.2% | $2,949 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $165.56万 | 0.56% | 35,421 | 500 | 1.4% | $2.34万 | 加仓 |
| TSLA | TESLA INC | $182.64万 | 0.61% | 4,913 | -5 | -0.1% | -$1,859 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $243.40万 | 0.82% | 48,788 | 4,700 | 10.7% | $23.45万 | 加仓 |
| — | EXXON MOBIL CORP | $297.67万 | 1.00% | 17,545 | -1,806 | -9.3% | -$30.64万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $308.97万 | 1.04% | 40,810 | 1,353 | 3.4% | $10.24万 | 加仓 |
| AAPL | APPLE INC | $612.03万 | 2.05% | 24,116 | -361 | -1.5% | -$9.16万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $809.38万 | 2.72% | 163,942 | 2,909 | 1.8% | $14.36万 | 加仓 |
| AGG | ISHARES TR | $910.62万 | 3.06% | 91,731 | 3,843 | 4.4% | $38.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,066.16万 | 3.58% | 120,199 | 19,960 | 19.9% | $177.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,140.00万 | 3.83% | 186,092 | -1,417 | -0.8% | -$8.68万 | 减仓 |
| GLD | SPDR GOLD TR | $1,438.12万 | 4.83% | 33,422 | -38,171 | -53.3% | -$1,642.46万 | 减仓 |
| HEFA | ISHARES TR | $2,199.94万 | 7.39% | 517,694 | -2,217 | -0.4% | -$9.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,268.38万 | 7.62% | 916,518 | -10,218 | -1.1% | -$25.29万 | 减仓 |
| CEMB | ISHARES INC | $2,584.59万 | 8.68% | 570,801 | 27,060 | 5.0% | $122.53万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2,672.50万 | 8.97% | 212,221 | 4,149 | 2.0% | $52.25万 | 加仓 |
| IWB | ISHARES TR | $2,768.74万 | 9.30% | 77,651 | 1,579 | 2.1% | $56.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,980.52万 | 13.37% | 268,772 | -1,932 | -0.7% | -$28.61万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $4,171.13万 | 14.01% | 202,679 | -735 | -0.4% | -$15.13万 | 减仓 |