ForthRight Wealth Management, LLC
ALPHARETTA GA · SEC CIK 0001841633
$3.91亿2026Q2 申报市值
76持仓数
75.5%前十大占比 · 第一大 13.4%
7 / 6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
COHEN & STEERS E 新建仓+$397.83万
DIVO 加仓+$224.44万
JPIB 加仓+$164.59万
JIRE 加仓+$149.15万
BIV 加仓+$129.75万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$160.51万
NOBL 减仓-$97.34万
IUSV 减仓-$87.18万
SCHA 减仓-$44.07万
IDOG 减仓-$36.12万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,225.57万 | 13.37% | 76,085 | -2,337 | -3.0% | -$160.51万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,114.50万 | 10.53% | 1,297,540 | 7,397 | 0.6% | $23.46万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,404.76万 | 8.71% | 942,364 | -12,197 | -1.3% | -$44.07万 | 减仓 |
| IUSV | ISHARES TR | $3,242.35万 | 8.30% | 294,358 | -7,915 | -2.6% | -$87.18万 | 减仓 |
| IUSG | ISHARES TR | $3,233.61万 | 8.27% | 171,918 | -1,626 | -0.9% | -$30.58万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,548.20万 | 6.52% | 332,229 | 16,916 | 5.4% | $129.75万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,203.50万 | 5.64% | 455,739 | 34,041 | 8.1% | $164.59万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,130.19万 | 5.45% | 466,125 | 49,112 | 11.8% | $224.44万 | 加仓 |
| NOBL | PROSHARES TR | $1,826.12万 | 4.67% | 325,163 | -17,333 | -5.1% | -$97.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,580.20万 | 4.04% | 196,127 | 6,335 | 3.3% | $51.04万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,152.33万 | 2.95% | 139,694 | 18,081 | 14.9% | $149.15万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $739.78万 | 1.89% | 146,259 | -2,924 | -2.0% | -$14.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $622.97万 | 1.59% | 8,342 | -11 | -0.1% | -$8,215 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $534.32万 | 1.37% | 42,827 | -1,401 | -3.2% | -$17.48万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $529.74万 | 1.36% | 165,594 | -10,762 | -6.1% | -$34.43万 | 减仓 |
| IDOG | ALPS ETF TR | $525.15万 | 1.34% | 127,526 | -8,772 | -6.4% | -$36.12万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $397.83万 | 1.02% | 168,195 | 168,195 | — | $397.83万 | 新建仓 |
| IJH | ISHARES TR | $389.06万 | 1.00% | 50,455 | -437 | -0.9% | -$3.37万 | 减仓 |
| V | VISA INC | $297.44万 | 0.76% | 8,669 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $289.08万 | 0.74% | 9,990 | -273 | -2.7% | -$7.90万 | 减仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $252.71万 | 0.65% | 65,034 | -8,920 | -12.1% | -$34.66万 | 减仓 |
| MPC | MARATHON PETE CORP | $245.49万 | 0.63% | 9,602 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $164.89万 | 0.42% | 7,548 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $161.81万 | 0.41% | 17,228 | -118 | -0.7% | -$1.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $152.97万 | 0.39% | 10,431 | 15 | 0.1% | $2,200 | 加仓 |
| SMDV | PROSHARES TR | $141.38万 | 0.36% | 18,354 | 3 | 0.0% | $231 | 加仓 |
| DINO | HF SINCLAIR CORP | $138.54万 | 0.35% | 19,891 | -1,440 | -6.8% | -$10.03万 | 减仓 |
| HD | HOME DEPOT INC | $128.92万 | 0.33% | 3,655 | 7 | 0.2% | $2,469 | 加仓 |
| GOOG | ALPHABET INC | $125.50万 | 0.32% | 3,552 | -82 | -2.3% | -$2.90万 | 减仓 |
| SO | SOUTHERN CO | $124.69万 | 0.32% | 13,028 | 204 | 1.6% | $1.95万 | 加仓 |
| AMZN | AMAZON COM INC | $124.58万 | 0.32% | 5,227 | 106 | 2.1% | $2.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.68万 | 0.31% | 4,327 | 101 | 2.4% | $2.84万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $116.16万 | 0.30% | 9,088 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $101.50万 | 0.26% | 9,442 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $100.48万 | 0.26% | 9,337 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $100.36万 | 0.26% | 32,917 | -3,345 | -9.2% | -$10.20万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $92.97万 | 0.24% | 15,293 | 2 | 0.0% | $122 | 加仓 |
| MSFT | MICROSOFT CORP | $86.55万 | 0.22% | 2,320 | 81 | 3.6% | $3.02万 | 加仓 |
| IBTA | IBOTTA INC | $86.01万 | 0.22% | 25,180 | -5,116 | -16.9% | -$17.48万 | 减仓 |
| AFL | AFLAC INC | $81.88万 | 0.21% | 6,983 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $76.69万 | 0.20% | 4,669 | -39 | -0.8% | -$6,406 | 减仓 |
| WMT | WALMART INC | $68.44万 | 0.18% | 6,043 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $64.99万 | 0.17% | 3,248 | 700 | 27.5% | $14.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.45万 | 0.15% | 2,555 | 2 | 0.1% | $473 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $57.53万 | 0.15% | 7,280 | 117 | 1.6% | $9,247 | 加仓 |
| — | EXXON MOBIL CORP | $54.77万 | 0.14% | 4,006 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $52.85万 | 0.14% | 1,479 | 40 | 2.8% | $1.43万 | 加仓 |
| URA | GLOBAL X FDS | $51.21万 | 0.13% | 11,719 | 834 | 7.7% | $3.64万 | 加仓 |
| GPC | GENUINE PARTS CO | $50.00万 | 0.13% | 4,238 | 3 | 0.1% | $354 | 加仓 |
| INTC | INTEL CORP | $49.30万 | 0.13% | 3,531 | 3,531 | — | $49.30万 | 新建仓 |
| SAP | SAP SE | $46.83万 | 0.12% | 3,039 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $44.96万 | 0.12% | 1,362 | -51 | -3.6% | -$1.68万 | 减仓 |
| IXUS | ISHARES TR | $43.82万 | 0.11% | 4,591 | -737 | -13.8% | -$7.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.74万 | 0.11% | 12,925 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $40.80万 | 0.10% | 9,960 | 239 | 2.5% | $9,789 | 加仓 |
| CAT | CATERPILLAR INC | $40.25万 | 0.10% | 378 | -43 | -10.2% | -$4.58万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $40.01万 | 0.10% | 6,840 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $39.35万 | 0.10% | 2,813 | 10 | 0.4% | $1,399 | 加仓 |
| MCK | MCKESSON CORP | $37.63万 | 0.10% | 498 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $35.58万 | 0.09% | 483 | 6 | 1.3% | $4,420 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $35.30万 | 0.09% | 4,272 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $34.06万 | 0.09% | 6,837 | -200 | -2.8% | -$9,964 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $33.92万 | 0.09% | 6,035 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.68万 | 0.09% | 2,298 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $33.05万 | 0.08% | 13,142 | 13,142 | — | $33.05万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $33.02万 | 0.08% | 1,300 | 1 | 0.1% | $254 | 加仓 |
| JBL | JABIL INC | $29.56万 | 0.08% | 767 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $29.42万 | 0.08% | 804 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $29.28万 | 0.07% | 391 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.77万 | 0.07% | 2,204 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $26.09万 | 0.07% | 2,150 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $24.56万 | 0.06% | 3,636 | 1 | 0.0% | $68 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $21.55万 | 0.06% | 806 | 806 | — | $21.55万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.00万 | 0.05% | 2,438 | 2,438 | — | $21.00万 | 新建仓 |
| IWD | ISHARES TR | $20.99万 | 0.05% | 866 | 866 | — | $20.99万 | 新建仓 |
| KO | COCA COLA CO | $20.72万 | 0.05% | 2,550 | 2,550 | — | $20.72万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,492 | -100.0% | -$30.87万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -524 | -100.0% | -$22.55万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,625 | -100.0% | -$21.28万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -3,352 | -100.0% | -$21.17万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -336 | -100.0% | -$20.31万 | 清仓 |
| — | DOCGO INC | $0 | 0.00% | 0 | -269,887 | -100.0% | -$16.98万 | 清仓 |