Wealth Management Partners, LLC
TUCSON AZ · SEC CIK 0001843294
$4.25亿2026Q2 申报市值
154持仓数
43.7%前十大占比 · 第一大 7.4%
9 / 7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
CNEQ 加仓+$311.65万
SPCX 新建仓+$194.90万
CRWV 加仓+$122.30万
LLY 加仓+$70.67万
MU 加仓+$61.53万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$791.18万
ITA 减仓-$156.24万
NVDA 减仓-$100.61万
JEPQ 减仓-$64.99万
QQQ 减仓-$61.49万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AVNM | AMERICAN CENTY ETF TR | $3,164.77万 | 7.45% | 384,167 | 3,207 | 0.8% | $26.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,063.81万 | 7.21% | 153,122 | -5,028 | -3.2% | -$100.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,685.44万 | 6.32% | 36,467 | -835 | -2.2% | -$61.49万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $1,751.75万 | 4.12% | 218,287 | 1,130 | 0.5% | $9.07万 | 加仓 |
| IVV | ISHARES TR | $1,481.70万 | 3.49% | 19,785 | 52 | 0.3% | $3.89万 | 加仓 |
| AAPL | APPLE INC | $1,464.25万 | 3.45% | 50,608 | -496 | -1.0% | -$14.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,342.59万 | 3.16% | 177,803 | -5,057 | -2.8% | -$38.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,262.87万 | 2.97% | 153,373 | 5,218 | 3.5% | $42.97万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,245.61万 | 2.93% | 25,796 | -16,385 | -38.8% | -$791.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,094.76万 | 2.58% | 9,484 | 533 | 6.0% | $61.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $846.06万 | 1.99% | 22,681 | 1,115 | 5.2% | $41.59万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $837.76万 | 1.97% | 31,647 | -338 | -1.1% | -$8.95万 | 减仓 |
| AMAT | APPLIED MATLS INC | $795.75万 | 1.87% | 11,006 | 23 | 0.2% | $1.66万 | 加仓 |
| AMZN | AMAZON COM INC | $782.79万 | 1.84% | 32,842 | 2,025 | 6.6% | $48.27万 | 加仓 |
| TSLA | TESLA INC | $671.70万 | 1.58% | 15,970 | 436 | 2.8% | $18.34万 | 加仓 |
| GOOG | ALPHABET INC | $671.46万 | 1.58% | 19,004 | -133 | -0.7% | -$4.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $602.29万 | 1.42% | 10,368 | 49 | 0.5% | $2.85万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $571.89万 | 1.35% | 44,763 | -592 | -1.3% | -$7.56万 | 减仓 |
| ARTY | ISHARES TR | $499.27万 | 1.17% | 65,555 | 3,897 | 6.3% | $29.68万 | 加仓 |
| ARKW | ARK ETF TR | $499.10万 | 1.17% | 34,454 | 311 | 0.9% | $4.51万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $498.94万 | 1.17% | 24,951 | 44 | 0.2% | $8,799 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $445.43万 | 1.05% | 9,327 | -14 | -0.1% | -$6,686 | 减仓 |
| CRWV | COREWEAVE INC | $445.12万 | 1.05% | 44,732 | 12,291 | 37.9% | $122.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $444.14万 | 1.05% | 28,105 | -408 | -1.4% | -$6.45万 | 减仓 |
| IUSV | ISHARES TR | $440.58万 | 1.04% | 39,998 | -129 | -0.3% | -$1.42万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $432.03万 | 1.02% | 12,903 | -1,000 | -7.2% | -$33.48万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $406.98万 | 0.96% | 36,714 | 313 | 0.9% | $3.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $405.63万 | 0.95% | 12,391 | 602 | 5.1% | $19.71万 | 加仓 |
| AVGO | BROADCOM INC | $394.66万 | 0.93% | 10,448 | -114 | -1.1% | -$4.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $385.42万 | 0.91% | 5,162 | 9 | 0.2% | $6,720 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $383.20万 | 0.90% | 92,852 | 75,515 | 435.6% | $311.65万 | 加仓 |
| ASML | ASML HLDG NV | $381.77万 | 0.90% | 1,919 | -16 | -0.8% | -$3.18万 | 减仓 |
| — | EXXON MOBIL CORP | $347.50万 | 0.82% | 25,418 | -759 | -2.9% | -$10.38万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $343.10万 | 0.81% | 10,061 | 97 | 1.0% | $3.31万 | 加仓 |
| IEMG | ISHARES INC | $326.31万 | 0.77% | 39,390 | 7,175 | 22.3% | $59.44万 | 加仓 |
| IJR | ISHARES TR | $325.30万 | 0.77% | 21,934 | 106 | 0.5% | $1.57万 | 加仓 |
| CAT | CATERPILLAR INC | $304.10万 | 0.72% | 2,856 | -159 | -5.3% | -$16.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $277.55万 | 0.65% | 2,967 | -4 | -0.1% | -$3,742 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $275.65万 | 0.65% | 80,404 | 11,938 | 17.4% | $40.93万 | 加仓 |
| USMV | ISHARES TR | $243.97万 | 0.57% | 25,293 | -1,368 | -5.1% | -$13.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $241.97万 | 0.57% | 20,740 | -892 | -4.1% | -$10.41万 | 减仓 |
| ARKQ | ARK ETF TR | $231.93万 | 0.55% | 17,541 | 95 | 0.5% | $1.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $223.84万 | 0.53% | 13,504 | -607 | -4.3% | -$10.06万 | 减仓 |
| LLY | ELI LILLY & CO | $216.22万 | 0.51% | 1,802 | 589 | 48.6% | $70.67万 | 加仓 |
| HD | HOME DEPOT INC | $215.92万 | 0.51% | 6,122 | -149 | -2.4% | -$5.26万 | 减仓 |
| REMX | VANECK ETF TRUST | $208.22万 | 0.49% | 23,528 | 1,988 | 9.2% | $17.59万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $197.13万 | 0.46% | 20,430 | -359 | -1.7% | -$3.46万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $194.90万 | 0.46% | 11,407 | 11,407 | — | $194.90万 | 新建仓 |
| WMT | WALMART INC | $193.08万 | 0.45% | 17,048 | 369 | 2.2% | $4.18万 | 加仓 |
| JOET | VIRTUS ETF TR II | $185.18万 | 0.44% | 40,009 | -13,192 | -24.8% | -$61.06万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $180.18万 | 0.42% | 14,068 | -458 | -3.2% | -$5.87万 | 减仓 |
| NET | CLOUDFLARE INC | $163.55万 | 0.38% | 6,668 | 182 | 2.8% | $4.46万 | 加仓 |
| IEO | ISHARES TR | $161.02万 | 0.38% | 14,661 | -869 | -5.6% | -$9.54万 | 减仓 |
| IEFA | ISHARES TR | $151.81万 | 0.36% | 15,719 | 125 | 0.8% | $1.21万 | 加仓 |
| IUSG | ISHARES TR | $151.20万 | 0.36% | 8,039 | -136 | -1.7% | -$2.56万 | 减仓 |
| IJH | ISHARES TR | $149.65万 | 0.35% | 19,407 | -12 | -0.1% | -$925 | 减仓 |
| EEMA | ISHARES INC | $147.44万 | 0.35% | 12,606 | 36 | 0.3% | $4,211 | 加仓 |
| GOOGL | ALPHABET INC | $146.13万 | 0.34% | 4,089 | -216 | -5.0% | -$7.72万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $144.65万 | 0.34% | 2,769 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $141.95万 | 0.33% | 4,137 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $141.79万 | 0.33% | 14,936 | -68 | -0.5% | -$6,455 | 减仓 |
| VTV | VANGUARD INDEX FDS | $137.08万 | 0.32% | 6,290 | -157 | -2.4% | -$3.42万 | 减仓 |
| META | META PLATFORMS INC | $131.74万 | 0.31% | 2,339 | -64 | -2.7% | -$3.60万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $130.07万 | 0.31% | 89,274 | 25,490 | 40.0% | $37.14万 | 加仓 |
| IEZ | ISHARES TR | $127.07万 | 0.30% | 47,239 | -5,077 | -9.7% | -$13.66万 | 减仓 |
| DSI | ISHARES TR | $125.27万 | 0.29% | 8,798 | -206 | -2.3% | -$2.93万 | 减仓 |
| IWP | ISHARES TR | $124.73万 | 0.29% | 8,519 | -44 | -0.5% | -$6,442 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $122.17万 | 0.29% | 1,208 | 15 | 1.3% | $1.52万 | 加仓 |
| GEV | GE VERNOVA INC | $119.95万 | 0.28% | 1,021 | 61 | 6.4% | $7.17万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $117.86万 | 0.28% | 49,127 | 7,352 | 17.6% | $17.64万 | 加仓 |
| IYF | ISHARES TR | $117.40万 | 0.28% | 9,207 | 45 | 0.5% | $5,738 | 加仓 |
| IJS | ISHARES TR | $116.72万 | 0.27% | 8,540 | -420 | -4.7% | -$5.74万 | 减仓 |
| IYE | ISHARES TR | $113.93万 | 0.27% | 20,133 | -1,514 | -7.0% | -$8.57万 | 减仓 |
| IWV | ISHARES TR | $110.31万 | 0.26% | 2,587 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $109.93万 | 0.26% | 17,480 | -845 | -4.6% | -$5.31万 | 减仓 |
| SHOP | SHOPIFY INC | $109.44万 | 0.26% | 9,585 | -600 | -5.9% | -$6.85万 | 减仓 |
| ABBV | ABBVIE INC | $108.21万 | 0.25% | 4,300 | 1 | 0.0% | $252 | 加仓 |
| ORCL | ORACLE CORP | $103.58万 | 0.24% | 7,068 | 2,211 | 45.5% | $32.40万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $99.94万 | 0.24% | 51,729 | 6,979 | 15.6% | $13.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $98.60万 | 0.23% | 11,446 | -734 | -6.0% | -$6.32万 | 减仓 |
| SOXX | ISHARES TR | $96.76万 | 0.23% | 1,510 | 234 | 18.3% | $14.99万 | 加仓 |
| DAL | DELTA AIR LINES INC | $94.33万 | 0.22% | 10,071 | -1,550 | -13.3% | -$14.52万 | 减仓 |
| XBI | SPDR SERIES TRUST | $94.10万 | 0.22% | 5,946 | 1,663 | 38.8% | $26.32万 | 加仓 |
| OKLO | OKLO INC | $91.21万 | 0.21% | 17,429 | 1,059 | 6.5% | $5.54万 | 加仓 |
| IONQ | IONQ INC | $88.91万 | 0.21% | 16,693 | 3,052 | 22.4% | $16.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.15万 | 0.20% | 20,110 | -248 | -1.2% | -$1.05万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $83.16万 | 0.20% | 3,058 | -39 | -1.3% | -$1.06万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $83.10万 | 0.20% | 16,458 | -403 | -2.4% | -$2.03万 | 减仓 |
| RTX | RTX CORPORATION | $82.04万 | 0.19% | 4,324 | 375 | 9.5% | $7.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.75万 | 0.19% | 3,219 | 380 | 13.4% | $9.65万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $81.72万 | 0.19% | 2,055 | -79 | -3.7% | -$3.14万 | 减仓 |
| IYM | ISHARES TR | $80.99万 | 0.19% | 4,511 | 99 | 2.2% | $1.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.12万 | 0.17% | 1,782 | -15 | -0.8% | -$6,239 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.46万 | 0.17% | 1,428 | 0 | 0.0% | — | 不变 |
| XAGG | MORGAN STANLEY ETF TRUST | $71.39万 | 0.17% | 14,281 | 10,054 | 237.9% | $50.26万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $71.33万 | 0.17% | 4,249 | 1,286 | 43.4% | $21.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $70.01万 | 0.16% | 1,892 | -226 | -10.7% | -$8.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.68万 | 0.16% | 2,945 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $68.59万 | 0.16% | 5,524 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $64.52万 | 0.15% | 15,340 | 6,772 | 79.0% | $28.48万 | 加仓 |