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
SYLD CAMBRIA ETF TR $51.70万0.15%6,856 -41-0.6% -$3,092 减仓
LEU CENTRUS ENERGY CORP $51.43万0.15%2,963 -252-7.8% -$4.37万 减仓
C CITIGROUP INC $50.34万0.14%4,439 1513.5% $1.71万 加仓
RSG REPUBLIC SVCS INC $49.39万0.14%2,255 00.0% — 不变
IYJ ISHARES TR $48.92万0.14%3,316 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $48.50万0.14%1,797 -35-1.9% -$9,446 减仓
WM WASTE MGMT INC DEL $47.82万0.14%2,081 00.0% — 不变
SYY SYSCO CORP $46.18万0.13%6,474 721.1% $5,136 加仓
EXI ISHARES TR $45.52万0.13%2,515 48724.0% $8.82万 加仓
IBB ISHARES TR $45.04万0.13%2,667 1,17478.6% $19.83万 加仓
PG PROCTER & GAMBLE CO $44.39万0.13%3,073 00.0% — 不变
BALT INNOVATOR ETFS TRUST $43.59万0.12%13,025 1,48112.8% $4.96万 加仓
IREN IREN LIMITED $42.90万0.12%12,515 -144-1.1% -$4,936 减仓
PNC PNC FINL SVCS GROUP INC $42.82万0.12%2,058 -592-22.3% -$12.32万 减仓
SOXX ISHARES TR $41.94万0.12%1,276 29530.1% $9.70万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $41.36万0.12%7,296 4736.9% $2.68万 加仓
IONQ IONQ INC $39.33万0.11%13,641 6024.6% $1.74万 加仓
CSCO CISCO SYS INC $39.21万0.11%5,054 -51-1.0% -$3,957 减仓
IWD ISHARES TR $37.07万0.11%1,735 825.0% $1.75万 加仓
CCL CARNIVAL CORP $33.17万0.09%12,815 -10-0.1% -$259 减仓
IBIT ISHARES BITCOIN TRUST ETF $30.79万0.09%8,015 1,46922.4% $5.64万 加仓
AXP AMERICAN EXPRESS CO $30.59万0.09%1,014 10.1% $302 加仓
IBRX IMMUNITYBIO INC $30.57万0.09%39,860 14,36056.3% $11.01万 加仓
NFLX NETFLIX INC. $30.09万0.09%3,129 35012.6% $3.37万 加仓
CIFR CIPHER DIGITAL INC $29.61万0.08%23,010 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $29.07万0.08%3,097 1384.7% $1.30万 加仓
SHW SHERWIN WILLIAMS CO $26.93万0.08%840 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $26.89万0.08%1,033 333.3% $8,590 加仓
HOOD ROBINHOOD MKTS INC $26.65万0.08%3,845 1,49563.6% $10.36万 加仓
RCAT RED CAT HLDGS INC $26.12万0.07%19,956 -741-3.6% -$9,700 减仓
CEG CONSTELLATION ENERGY CORP $25.97万0.07%930 -2-0.2% -$559 减仓
FLR FLUOR CORP $25.83万0.07%5,537 00.0% — 不变
WFC WELLS FARGO & CO $25.78万0.07%3,238 1,05948.6% $8.43万 加仓
ITOT ISHARES TR $24.95万0.07%1,752 00.0% — 不变
— GLOBAL X FDS $24.44万0.07%5,586 5,586— $24.44万 新建仓
— VIRTUS ETF TR II $24.19万0.07%9,732 -3,504-26.5% -$8.71万 减仓
IWM ISHARES TR $24.13万0.07%973 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR CORP $23.07万0.07%26,300 -2,007-7.1% -$1.76万 减仓
ABT ABBOTT LABORATORIES $22.98万0.07%2,238 00.0% — 不变
MCD MCDONALDS CORP $22.91万0.07%737 737— $22.91万 新建仓
UNP UNION PAC CORP $22.71万0.06%936 00.0% — 不变
ARKG ARK ETF TR $22.64万0.06%8,568 8,568— $22.64万 新建仓
XAGG MORGAN STANLEY ETF TRUST $20.99万0.06%4,227 4,227— $20.99万 新建仓
ALL ALLSTATE CORP $20.71万0.06%999 00.0% — 不变
MRK MERCK & CO INC $20.69万0.06%1,720 1,720— $20.69万 新建仓
BBDC BARINGS BDC INC $8.64万0.02%10,500 00.0% — 不变
— PICARD MEDICAL INC $2.92万0.01%28,116 00.0% — 不变
CRM SALESFORCE INC $00.00%0 -7,834-100.0% -$207.54万 清仓
NOW SERVICENOW INC $00.00%0 —— — 申报中断
INTU INTUIT $00.00%0 -531-100.0% -$35.17万 清仓
TOST TOAST INC $00.00%0 -8,783-100.0% -$31.19万 清仓
— BITWISE 10 CRYPTO INDEX ETF $00.00%0 -4,213-100.0% -$24.76万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 —— — 申报中断
IYW ISHARES TR $00.00%0 —— — 申报中断
TOL TOLL BROTHERS INC $00.00%0 —— — 申报中断
SLV ISHARES SILVER TR $00.00%0 -3,148-100.0% -$20.28万 清仓
IVW ISHARES TR $00.00%0 —— — 申报中断