ForthRight Wealth Management, LLC
ALPHARETTA GA · SEC CIK 0001841633
$3.53亿2026Q1 申报市值
75持仓数
75.7%前十大占比 · 第一大 13.3%
5 / 2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
AVUV 新建仓+$488.59万
BIV 加仓+$216.98万
DIVO 加仓+$189.86万
JPIB 加仓+$174.26万
JIRE 加仓+$93.01万
2026Q1 卖出最多 按季末市值估算
SMDV 减仓-$475.89万
HARTFORD FDS EXC 减仓-$163.90万
NOBL 减仓-$155.11万
IUSG 减仓-$40.03万
VOO 减仓-$29.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,686.11万 | 13.29% | 78,422 | -491 | -0.6% | -$29.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,958.16万 | 11.23% | 1,290,143 | 27,829 | 2.2% | $85.38万 | 加仓 |
| IUSV | ISHARES TR | $3,090.74万 | 8.77% | 302,273 | 1,816 | 0.6% | $18.57万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,775.86万 | 7.87% | 954,561 | 3,537 | 0.4% | $10.29万 | 加仓 |
| IUSG | ISHARES TR | $2,691.84万 | 7.64% | 173,544 | -2,581 | -1.5% | -$40.03万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,433.58万 | 6.90% | 315,313 | 28,113 | 9.8% | $216.98万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,016.56万 | 5.72% | 421,698 | 36,440 | 9.5% | $174.26万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,870.30万 | 5.31% | 417,013 | 42,332 | 11.3% | $189.86万 | 加仓 |
| NOBL | PROSHARES TR | $1,815.40万 | 5.15% | 171,248 | -14,632 | -7.9% | -$155.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,362.60万 | 3.87% | 47,448 | 374 | 0.8% | $10.74万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $921.09万 | 2.61% | 121,613 | 12,280 | 11.2% | $93.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $744.27万 | 2.11% | 149,183 | 5,096 | 3.5% | $25.42万 | 加仓 |
| IDOG | ALPS ETF TR | $567.71万 | 1.61% | 136,298 | -407 | -0.3% | -$1.70万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $563.11万 | 1.60% | 176,356 | -415 | -0.2% | -$1.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $543.23万 | 1.54% | 8,353 | -26 | -0.3% | -$1.69万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $488.59万 | 1.39% | 44,228 | 44,228 | — | $488.59万 | 新建仓 |
| IJH | ISHARES TR | $343.67万 | 0.97% | 50,892 | 87 | 0.2% | $5,875 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $286.57万 | 0.81% | 73,954 | -42,297 | -36.4% | -$163.90万 | 减仓 |
| V | VISA INC | $262.02万 | 0.74% | 8,669 | -5 | -0.1% | -$1,511 | 减仓 |
| AAPL | APPLE INC | $260.47万 | 0.74% | 10,263 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $234.46万 | 0.67% | 9,602 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $160.90万 | 0.46% | 17,346 | -556 | -3.1% | -$5.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $150.44万 | 0.43% | 10,416 | -330 | -3.1% | -$4.77万 | 减仓 |
| PGR | PROGRESSIVE CORP | $149.63万 | 0.42% | 7,548 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $133.08万 | 0.38% | 21,331 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $126.24万 | 0.36% | 18,351 | -69,179 | -79.0% | -$475.89万 | 减仓 |
| SO | SOUTHERN CO | $123.77万 | 0.35% | 12,824 | -814 | -6.0% | -$7.86万 | 减仓 |
| HD | HOME DEPOT INC | $119.99万 | 0.34% | 3,648 | -193 | -5.0% | -$6.35万 | 减仓 |
| PFF | ISHARES TR | $109.95万 | 0.31% | 36,262 | -5,307 | -12.8% | -$16.09万 | 减仓 |
| AMZN | AMAZON COM INC | $106.66万 | 0.30% | 5,121 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $104.24万 | 0.30% | 3,634 | -405 | -10.0% | -$11.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $102.43万 | 0.29% | 4,226 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $99.69万 | 0.28% | 9,088 | 557 | 6.5% | $6.11万 | 加仓 |
| MUB | ISHARES TR | $99.11万 | 0.28% | 9,337 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $92.89万 | 0.26% | 9,442 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $90.80万 | 0.26% | 30,296 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $86.51万 | 0.25% | 15,291 | 1,100 | 7.8% | $6.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $82.89万 | 0.24% | 2,239 | -33 | -1.5% | -$1.22万 | 减仓 |
| AFL | AFLAC INC | $76.61万 | 0.22% | 6,983 | -200 | -2.8% | -$2.19万 | 减仓 |
| WMT | WALMART INC | $75.10万 | 0.21% | 6,043 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $67.97万 | 0.19% | 4,006 | 45 | 1.1% | $7,635 | 加仓 |
| ITOT | ISHARES TR | $67.05万 | 0.19% | 4,708 | 1 | 0.0% | $142 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.78万 | 0.16% | 7,163 | 51 | 0.7% | $4,043 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.91万 | 0.16% | 2,553 | 1 | 0.0% | $215 | 加仓 |
| URA | GLOBAL X FDS | $52.72万 | 0.15% | 10,885 | -2,640 | -19.5% | -$12.79万 | 减仓 |
| SAP | SAP SE | $52.03万 | 0.15% | 3,039 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $46.16万 | 0.13% | 5,328 | 570 | 12.0% | $4.94万 | 加仓 |
| GPC | GENUINE PARTS CO | $44.78万 | 0.13% | 4,235 | 3 | 0.1% | $317 | 加仓 |
| NVDA | NVIDIA CORPORATION | $44.43万 | 0.13% | 2,548 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $43.10万 | 0.12% | 498 | -105 | -17.4% | -$9.09万 | 减仓 |
| GOOGL | ALPHABET INC | $41.38万 | 0.12% | 1,439 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $41.21万 | 0.12% | 1,413 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $37.87万 | 0.11% | 9,721 | 262 | 2.8% | $1.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $37.65万 | 0.11% | 12,925 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $36.52万 | 0.10% | 6,840 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $34.18万 | 0.10% | 2,803 | -50 | -1.8% | -$6,096 | 减仓 |
| ORCL | ORACLE CORP | $33.81万 | 0.10% | 2,298 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $32.35万 | 0.09% | 7,037 | 3 | 0.0% | $138 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $31.86万 | 0.09% | 6,035 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $31.75万 | 0.09% | 1,299 | 1 | 0.1% | $244 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.87万 | 0.09% | 1,492 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $29.83万 | 0.08% | 421 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.03万 | 0.08% | 712 | -15 | -2.1% | -$6,115 | 减仓 |
| QQQ | INVESCO QQQ TR | $27.54万 | 0.08% | 477 | 7 | 1.5% | $4,042 | 加仓 |
| OEF | ISHARES TR | $25.57万 | 0.07% | 804 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.54万 | 0.07% | 391 | 5 | 1.3% | $3,266 | 加仓 |
| GLD | SPDR GOLD TR | $22.55万 | 0.06% | 524 | -13 | -2.4% | -$5,594 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $22.08万 | 0.06% | 2,204 | 2,204 | — | $22.08万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $21.53万 | 0.06% | 3,635 | 136 | 3.9% | $8,054 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.28万 | 0.06% | 1,625 | 8 | 0.5% | $1,048 | 重新持有 |
| URNM | SPROTT FDS TR | $21.17万 | 0.06% | 3,352 | 3,352 | — | $21.17万 | 新建仓 |
| MHK | MOHAWK INDS INC | $21.17万 | 0.06% | 2,150 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $20.37万 | 0.06% | 767 | 767 | — | $20.37万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.31万 | 0.06% | 336 | 336 | — | $20.31万 | 新建仓 |
| — | DOCGO INC | $16.98万 | 0.05% | 269,887 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -582 | -100.0% | -$21.55万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -2,050 | -100.0% | -$21.38万 | 清仓 |