ACT WEALTH MANAGEMENT, LLC
PLANO TX · SEC CIK 0001814191
$3.40亿2026Q2 申报市值
64持仓数
82.7%前十大占比 · 第一大 15.4%
3 / 1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
VNQ 加仓+$456.35万
VXF 加仓+$245.10万
GLD 加仓+$201.36万
IWB 加仓+$155.90万
CEMB 加仓+$101.50万
2026Q2 卖出最多 按季末市值估算
XLE 减仓-$151.47万
BRK/B 减仓-$22.32万
INTC 减仓-$19.55万
AAPL 减仓-$9.11万
NEM 减仓-$4.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $5,235.26万 | 15.38% | 212,634 | 9,955 | 4.9% | $245.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,272.73万 | 12.56% | 270,374 | 1,602 | 0.6% | $25.32万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $3,625.63万 | 10.65% | 215,222 | 3,001 | 1.4% | $50.55万 | 加仓 |
| IWB | ISHARES TR | $3,335.72万 | 9.80% | 81,458 | 3,807 | 4.9% | $155.90万 | 加仓 |
| CEMB | ISHARES INC | $2,707.20万 | 7.96% | 593,035 | 22,234 | 3.9% | $101.50万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,545.06万 | 7.48% | 918,793 | 2,275 | 0.2% | $6.30万 | 加仓 |
| HEFA | ISHARES TR | $2,435.70万 | 7.16% | 519,062 | 1,368 | 0.3% | $6.42万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,615.43万 | 4.75% | 167,524 | 47,325 | 39.4% | $456.35万 | 加仓 |
| GLD | SPDR GOLD TR | $1,432.56万 | 4.21% | 38,888 | 5,466 | 16.4% | $201.36万 | 加仓 |
| AGG | ISHARES TR | $926.27万 | 2.72% | 93,582 | 1,851 | 2.0% | $18.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $925.30万 | 2.72% | 172,599 | 8,657 | 5.3% | $46.41万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $836.87万 | 2.46% | 157,572 | -28,520 | -15.3% | -$151.47万 | 减仓 |
| AAPL | APPLE INC | $688.70万 | 2.02% | 23,801 | -315 | -1.3% | -$9.11万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $354.97万 | 1.04% | 41,435 | 625 | 1.5% | $5.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $253.36万 | 0.74% | 50,090 | 1,302 | 2.7% | $6.59万 | 加仓 |
| — | EXXON MOBIL CORP | $239.54万 | 0.70% | 17,521 | -24 | -0.1% | -$3,281 | 减仓 |
| TSLA | TESLA INC | $220.44万 | 0.65% | 5,241 | 328 | 6.7% | $13.80万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $170.67万 | 0.50% | 35,467 | 46 | 0.1% | $2,214 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $168.39万 | 0.49% | 72,803 | 1,751 | 2.5% | $4.05万 | 加仓 |
| EEM | ISHARES TR | $115.72万 | 0.34% | 16,915 | -73 | -0.4% | -$4,994 | 减仓 |
| MUB | ISHARES TR | $102.46万 | 0.30% | 9,521 | 730 | 8.3% | $7.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $94.70万 | 0.28% | 2,539 | -5 | -0.2% | -$1,865 | 减仓 |
| INTC | INTEL CORP | $92.16万 | 0.27% | 6,600 | -1,400 | -17.5% | -$19.55万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $91.78万 | 0.27% | 5,394 | -184 | -3.3% | -$3.13万 | 减仓 |
| IGIB | ISHARES TR | $78.77万 | 0.23% | 14,815 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $76.68万 | 0.23% | 2,235 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $75.86万 | 0.22% | 17,568 | 2,092 | 13.5% | $9.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $69.27万 | 0.20% | 3,462 | -70 | -2.0% | -$1.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $68.51万 | 0.20% | 4,133 | 12 | 0.3% | $1,989 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.40万 | 0.18% | 1,247 | -446 | -26.3% | -$22.32万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $61.47万 | 0.18% | 16,953 | 308 | 1.9% | $1.12万 | 加仓 |
| HYD | VANECK ETF TRUST | $60.35万 | 0.18% | 11,715 | 550 | 4.9% | $2.83万 | 加仓 |
| CRM | SALESFORCE INC | $59.58万 | 0.18% | 3,803 | 1,129 | 42.2% | $17.69万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $58.54万 | 0.17% | 17,151 | 2,288 | 15.4% | $7.81万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $53.61万 | 0.16% | 3,942 | -349 | -8.1% | -$4.75万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $46.84万 | 0.14% | 10,707 | 12 | 0.1% | $525 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.89万 | 0.13% | 454 | -14 | -3.0% | -$1.42万 | 减仓 |
| ET | ENERGY TRANSFER L P | $43.02万 | 0.13% | 22,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $40.32万 | 0.12% | 1,863 | 62 | 3.4% | $1.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $38.18万 | 0.11% | 5,306 | -80 | -1.5% | -$5,756 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.87万 | 0.10% | 1,373 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $32.49万 | 0.10% | 1,245 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.25万 | 0.09% | 2,597 | 1 | 0.0% | $124 | 加仓 |
| NEM | NEWMONT CORP | $31.59万 | 0.09% | 3,382 | -515 | -13.2% | -$4.81万 | 减仓 |
| GRNY | TIDAL TRUST I | $30.48万 | 0.09% | 11,025 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $30.34万 | 0.09% | 1,273 | -10 | -0.8% | -$2,383 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $30.29万 | 0.09% | 1,674 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.68万 | 0.09% | 1,091 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.60万 | 0.09% | 402 | 2 | 0.5% | $1,473 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $28.63万 | 0.08% | 10,476 | 10,476 | — | $28.63万 | 新建仓 |
| MS | MORGAN STANLEY | $28.49万 | 0.08% | 1,363 | 13 | 1.0% | $2,718 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $27.56万 | 0.08% | 842 | -50 | -5.6% | -$1.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $27.42万 | 0.08% | 920 | 920 | — | $27.42万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $27.17万 | 0.08% | 7,368 | 3 | 0.0% | $111 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.96万 | 0.08% | 1,267 | -96 | -7.0% | -$2.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.63万 | 0.08% | 9,196 | 13 | 0.1% | $376 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.12万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $24.61万 | 0.07% | 2,720 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.74万 | 0.07% | 1,060 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $23.71万 | 0.07% | 5,100 | -1,000 | -16.4% | -$4.65万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $22.08万 | 0.06% | 5,441 | 5,441 | — | $22.08万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $5.82万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| — | BTCS INC | $2.66万 | 0.01% | 24,000 | 2,000 | 9.1% | $2,220 | 加仓 |
| — | HUMACYTE INC | $8,880 | 0.00% | 11,379 | 0 | 0.0% | — | 不变 |
| ATOM | ATOMERA INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.81万 | 清仓 |