MY Wealth Management Inc.
GERMANTOWN MD · SEC CIK 0001827845
$1.42亿2026Q2 申报市值
46持仓数
61.6%前十大占比 · 第一大 11.6%
12 / 4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
ICSH 重新持有+$720.41万
JMST 加仓+$526.45万
SPMO 新建仓+$499.48万
VONG 重新持有+$446.30万
VEA 重新持有+$324.05万
2026Q2 卖出最多 按季末市值估算
TLT 清仓-$1,563.18万
IEF 清仓-$1,361.39万
IVV 减仓-$1,029.65万
SHM 减仓-$615.16万
QDPL 减仓-$612.97万
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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $1,652.85万 | 11.64% | 326,780 | 142,429 | 77.3% | $720.41万 | 重新持有 |
| PTLC | PACER FDS TR | $1,167.05万 | 8.22% | 200,318 | 25,385 | 14.5% | $147.89万 | 加仓 |
| HEGD | LISTED FDS TR | $1,145.43万 | 8.07% | 429,643 | 45,160 | 11.7% | $120.40万 | 重新持有 |
| PTNQ | PACER FDS TR | $1,098.99万 | 7.74% | 123,970 | -4,888 | -3.8% | -$43.33万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $1,022.56万 | 7.20% | 85,555 | 13,211 | 18.3% | $157.90万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $720.03万 | 5.07% | 141,183 | 103,225 | 271.9% | $526.45万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $499.48万 | 3.52% | 30,920 | 30,920 | — | $499.48万 | 新建仓 |
| IVV | ISHARES TR | $490.67万 | 3.46% | 6,552 | -13,749 | -67.7% | -$1,029.65万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $479.62万 | 3.38% | 188,531 | 41,831 | 28.5% | $106.42万 | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $471.62万 | 3.32% | 36,900 | 34,919 | 1,762.7% | $446.30万 | 重新持有 |
| SPTS | SPDR SERIES TRUST | $467.14万 | 3.29% | 161,028 | -119,794 | -42.7% | -$347.52万 | 减仓 |
| SMB | VANECK ETF TRUST | $449.20万 | 3.16% | 258,905 | 46,893 | 22.1% | $81.36万 | 重新持有 |
| — | DBX ETF TR | $353.49万 | 2.49% | 139,666 | 45,914 | 49.0% | $116.21万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $352.20万 | 2.48% | 49,431 | 45,481 | 1,151.4% | $324.05万 | 重新持有 |
| GCOW | PACER FDS TR | $329.83万 | 2.32% | 76,174 | -60,249 | -44.2% | -$260.88万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $286.09万 | 2.01% | 16,815 | 12,738 | 312.4% | $216.73万 | 加仓 |
| SMLF | ISHARES TR | $285.91万 | 2.01% | 32,074 | 32,074 | — | $285.91万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $280.17万 | 1.97% | 9,243 | -7,838 | -45.9% | -$237.59万 | 减仓 |
| IJH | ISHARES TR | $264.27万 | 1.86% | 34,272 | -3,783 | -9.9% | -$29.17万 | 减仓 |
| IEI | ISHARES TR | $228.36万 | 1.61% | 19,443 | 3,687 | 23.4% | $43.30万 | 重新持有 |
| MUB | ISHARES TR | $225.41万 | 1.59% | 20,945 | 3,763 | 21.9% | $40.50万 | 重新持有 |
| VFMO | VANGUARD WELLINGTON FD | $217.49万 | 1.53% | 8,717 | 8,717 | — | $217.49万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $216.90万 | 1.53% | 26,921 | -34,343 | -56.1% | -$276.70万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $158.13万 | 1.11% | 4,267 | -140 | -3.2% | -$5.19万 | 减仓 |
| SMH | VANECK ETF TRUST | $153.32万 | 1.08% | 2,338 | 2,338 | — | $153.32万 | 新建仓 |
| QDPL | PACER FDS TR | $151.22万 | 1.06% | 33,553 | -136,005 | -80.2% | -$612.97万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $148.26万 | 1.04% | 12,460 | -880 | -6.6% | -$10.47万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $141.17万 | 0.99% | 8,536 | 8,536 | — | $141.17万 | 新建仓 |
| BSY | BENTLEY SYS INC | $99.70万 | 0.70% | 33,356 | -11,073 | -24.9% | -$33.10万 | 减仓 |
| ITM | VANECK ETF TRUST | $75.22万 | 0.53% | 16,007 | 16,007 | — | $75.22万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $66.36万 | 0.47% | 7,551 | 903 | 13.6% | $7.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $59.19万 | 0.42% | 14,536 | 14,536 | — | $59.19万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $58.51万 | 0.41% | 13,620 | 13,620 | — | $58.51万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $46.73万 | 0.33% | 9,743 | -128,251 | -92.9% | -$615.16万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $38.80万 | 0.27% | 10,757 | 10,757 | — | $38.80万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $37.90万 | 0.27% | 1,102 | -170 | -13.4% | -$5.85万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $34.13万 | 0.24% | 1,195 | 1,195 | — | $34.13万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.54万 | 0.22% | 1,996 | -754 | -27.4% | -$11.92万 | 减仓 |
| IWY | ISHARES TR | $28.13万 | 0.20% | 968 | -68 | -6.6% | -$1.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.55万 | 0.19% | 3,082 | -644 | -17.3% | -$5.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.61万 | 0.17% | 1,678 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $24.54万 | 0.17% | 2,541 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR | $23.57万 | 0.17% | 1,589 | -656 | -29.2% | -$9.73万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $22.97万 | 0.16% | 2,453 | 2,453 | — | $22.97万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $22.92万 | 0.16% | 1,924 | 1,924 | — | $22.92万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $21.97万 | 0.15% | 5,272 | -10 | -0.2% | -$417 | 重新持有 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -171,721 | -100.0% | -$1,563.18万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -142,748 | -100.0% | -$1,361.39万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -136,392 | -100.0% | -$422.68万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -7,477 | -100.0% | -$21.58万 | 清仓 |