13F 机构持仓

Wealth Management Partners, LLC

TUCSON AZ · SEC CIK 0001843294

2026Q22026Q1 更早 9 个季度 🔒
$3.50亿2026Q1 申报市值
147持仓数
46.2%前十大占比 · 第一大 8.3%
10 / 5新建仓 / 清仓
申报市值走势$4.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVNM 8.3%
NVDA 7.9%
QQQ 6.2%
IAU 4.6%
AVMC 4.5%
AAPL 3.7%
IVV 3.7%
DIMENSIONAL ET 3.0%
MSFT 2.3%
FDN 2.1%

2026Q1 买入最多 按季末市值估算

AVNM 加仓+$322.08万
IEMG 新建仓+$224.70万
REMX 新建仓+$189.55万
IEZ 新建仓+$151.45万
AVMC 加仓+$105.32万

2026Q1 卖出最多 按季末市值估算

CRM 清仓-$207.54万
NVDA 减仓-$185.53万
IAU 减仓-$148.63万
QQQ 减仓-$143.20万
VRT 减仓-$76.95万

2026Q1 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
IJH ISHARES TR $131.14万0.37%19,419 -53-0.3% -$3,579 减仓
NET CLOUDFLARE INC $133.83万0.38%6,486 1362.1% $2.81万 加仓
META META PLATFORMS INC $137.45万0.39%2,403 1396.1% $7.95万 加仓
RIO RIO TINTO PLC $139.98万0.40%15,004 -2,173-12.7% -$20.27万 减仓
IYE ISHARES TR $140.21万0.40%21,647 -7-0.0% -$453 减仓
IEFA ISHARES TR $141.17万0.40%15,594 4,69443.1% $42.49万 加仓
IEZ ISHARES TR $151.45万0.43%52,316 52,316— $151.45万 新建仓
PANW PALO ALTO NETWORKS INC $159.74万0.46%9,964 2582.7% $4.14万 加仓
AVUS AMERICAN CENTY ETF TR $161.50万0.46%14,526 2,14517.3% $23.85万 加仓
AVEM AMERICAN CENTY ETF TR $167.52万0.48%20,789 -413-1.9% -$3.33万 减仓
GFLW VICTORY PORTFOLIOS II $180.04万0.51%68,466 17,33733.9% $45.59万 加仓
ITA ISHARES TR $183.99万0.53%8,411 3,81282.9% $83.39万 加仓
REMX VANECK ETF TRUST $189.55万0.54%21,540 21,540— $189.55万 新建仓
IEO ISHARES TR $193.97万0.55%15,530 -522-3.3% -$6.52万 减仓
ARKQ ARK ETF TR $196.18万0.56%17,446 1,2377.6% $13.91万 加仓
HD HOME DEPOT INC $206.25万0.59%6,271 2273.8% $7.47万 加仓
WMT WALMART INC $207.29万0.59%16,679 5733.6% $7.12万 加仓
AMD ADVANCED MICRO DEVICES INC $209.92万0.60%10,319 -127-1.2% -$2.58万 减仓
JOET VIRTUS ETF TR II $212.96万0.61%53,201 11,71028.2% $46.88万 加仓
CAT CATERPILLAR INC $213.57万0.61%3,015 40.1% $2,833 加仓
IEMG ISHARES INC $224.70万0.64%32,215 32,215— $224.70万 新建仓
USMV ISHARES TR $247.25万0.71%26,661 -1,198-4.3% -$11.11万 减仓
CRWV COREWEAVE INC $251.02万0.72%32,441 8992.9% $6.96万 加仓
ASML ASML HLDG NV $255.58万0.73%1,935 -19-1.0% -$2.51万 减仓
IJR ISHARES TR $271.34万0.78%21,828 -157-0.7% -$1.95万 减仓
ARTY ISHARES TR $286.89万0.82%61,658 9,77218.8% $45.47万 加仓
CVX CHEVRON CORPORATION $291.96万0.83%14,111 -534-3.6% -$11.05万 减仓
COST COSTCO WHOLESALE CORPORATION $296.04万0.85%2,971 -120-3.9% -$11.96万 减仓
MU MICRON TECHNOLOGY INC $302.41万0.86%8,951 -1,037-10.4% -$35.04万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $315.68万0.90%9,341 -180-1.9% -$6.08万 减仓
PLTR PALANTIR TECHNOLOGIES INC $316.43万0.90%21,632 1360.6% $1.99万 加仓
AVGO BROADCOM INC $326.90万0.93%10,562 -73-0.7% -$2.26万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $329.38万0.94%36,401 4351.2% $3.94万 加仓
SPY STATE STR SPDR S&P 500 ETF T $334.92万0.96%5,153 -142-2.7% -$9.23万 减仓
JPM JPMORGAN CHASE & CO $346.60万0.99%11,789 -132-1.1% -$3.88万 减仓
VRT VERTIV HOLDINGS CO $348.39万1.00%13,903 -3,071-18.1% -$76.95万 减仓
AMAT APPLIED MATLS INC $375.40万1.07%10,983 -579-5.0% -$19.79万 减仓
FAD FIRST TR EXCHANGE-TRADED ALP $395.83万1.13%24,907 -119-0.5% -$1.89万 减仓
IUSV ISHARES TR $410.30万1.17%40,127 170.0% $1,738 加仓
ARKW ARK ETF TR $411.80万1.18%34,143 1,4984.6% $18.07万 加仓
VYM VANGUARD WHITEHALL FDS $422.27万1.21%28,513 -275-1.0% -$4.07万 减仓
— EXXON MOBIL CORP $444.16万1.27%26,177 3301.3% $5.60万 加仓
ALAB ASTERA LABS INC $462.15万1.32%42,181 9,42628.8% $103.27万 加仓
RWL INVESCO EXCH TRADED FD TR II $521.17万1.49%45,355 -2,397-5.0% -$27.54万 减仓
GOOG ALPHABET INC $548.95万1.57%19,137 -484-2.5% -$13.88万 减仓
TSLA TESLA INC $577.48万1.65%15,534 9806.7% $36.43万 加仓
AMZN AMAZON COM INC $641.68万1.83%30,817 -691-2.2% -$14.39万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $748.54万2.14%31,985 -920-2.8% -$21.53万 减仓
MSFT MICROSOFT CORP $798.29万2.28%21,566 -437-2.0% -$16.18万 减仓
— DIMENSIONAL ETF TRUST $1,053.82万3.01%148,155 10,1307.3% $72.05万 加仓
IVV ISHARES TR $1,289.00万3.68%19,733 2851.5% $18.62万 加仓
AAPL APPLE INC $1,296.84万3.71%51,104 4780.9% $12.13万 加仓
AVMC AMERICAN CENTY ETF TR $1,568.74万4.48%217,157 14,5797.2% $105.32万 加仓
IAU ISHARES GOLD TR $1,612.09万4.61%182,860 -16,859-8.4% -$148.63万 减仓
QQQ INVESCO QQQ TR $2,153.01万6.15%37,302 -2,481-6.2% -$143.20万 减仓
NVDA NVIDIA CORPORATION $2,758.14万7.88%158,150 -10,638-6.3% -$185.53万 减仓
AVNM AMERICAN CENTY ETF TR $2,901.77万8.29%380,960 42,28412.5% $322.08万 加仓