MY Wealth Management Inc.
GERMANTOWN MD · SEC CIK 0001827845
$1.03亿2026Q1 申报市值
26持仓数
82.1%前十大占比 · 第一大 15.1%
1 / 0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
TLT 加仓+$1,508.86万
IEF 加仓+$925.00万
SHM 加仓+$609.48万
SLV 新建仓+$422.68万
SPTS 加仓+$401.94万
2026Q1 卖出最多 按季末市值估算
JMST 减仓-$411.46万
PTLC 减仓-$224.63万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $1,563.18万 | 15.13% | 171,721 | 165,754 | 2,777.8% | $1,508.86万 | 加仓 |
| IEF | ISHARES TR | $1,361.39万 | 13.17% | 142,748 | 96,991 | 212.0% | $925.00万 | 加仓 |
| IVV | ISHARES TR | $1,140.71万 | 11.04% | 20,301 | 5,524 | 37.4% | $310.39万 | 加仓 |
| PTLC | PACER FDS TR | $900.03万 | 8.71% | 174,933 | -43,660 | -20.0% | -$224.63万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $821.12万 | 7.95% | 280,822 | 137,463 | 95.9% | $401.94万 | 加仓 |
| SHM | SPDR SERIES TRUST | $656.85万 | 6.36% | 137,994 | 128,041 | 1,286.5% | $609.48万 | 加仓 |
| QDPL | PACER FDS TR | $619.23万 | 5.99% | 169,558 | 83,505 | 97.0% | $304.96万 | 加仓 |
| GCOW | PACER FDS TR | $504.49万 | 4.88% | 136,423 | 8,211 | 6.4% | $30.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $490.46万 | 4.75% | 9,043 | 563 | 6.6% | $30.54万 | 加仓 |
| SLV | ISHARES SILVER TR | $422.68万 | 4.09% | 136,392 | 136,392 | — | $422.68万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $396.10万 | 3.83% | 15,316 | 1,005 | 7.0% | $25.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $378.78万 | 3.67% | 17,081 | 29 | 0.2% | $6,431 | 加仓 |
| IJH | ISHARES TR | $222.05万 | 2.15% | 38,055 | 2,518 | 7.1% | $14.69万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $193.01万 | 1.87% | 37,958 | -80,917 | -68.1% | -$411.46万 | 减仓 |
| BSY | BENTLEY SYS INC | $174.78万 | 1.69% | 44,429 | 5,650 | 14.6% | $22.23万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $107.21万 | 1.04% | 13,340 | 880 | 7.1% | $7.07万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $104.97万 | 1.02% | 4,407 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $46.39万 | 0.45% | 4,077 | 117 | 3.0% | $1.33万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $43.72万 | 0.42% | 6,648 | 347 | 5.5% | $2.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.46万 | 0.34% | 2,750 | 736 | 36.5% | $9.49万 | 加仓 |
| VV | VANGUARD INDEX FDS | $32.69万 | 0.32% | 1,272 | 111 | 9.6% | $2.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.60万 | 0.28% | 1,678 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $23.48万 | 0.23% | 2,245 | 85 | 3.9% | $8,888 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.03万 | 0.22% | 621 | 50 | 8.8% | $1.85万 | 加仓 |
| IWY | ISHARES TR | $21.85万 | 0.21% | 1,036 | 37 | 3.7% | $7,805 | 加仓 |
| ANGL | VANECK ETF TRUST | $21.58万 | 0.21% | 7,477 | 369 | 5.2% | $1.06万 | 加仓 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEGD | LISTED FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMB | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DBX ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |