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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $62.26万 | 0.15% | 1,690 | -58 | -3.3% | -$2.14万 | 减仓 |
| CSCO | CISCO SYS INC | $59.36万 | 0.14% | 5,054 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $59.27万 | 0.14% | 5,511 | -1,185 | -17.7% | -$12.74万 | 减仓 |
| — | GLOBAL X FDS | $57.65万 | 0.14% | 10,144 | 4,558 | 81.6% | $25.90万 | 加仓 |
| NFLT | ETFIS SER TR I | $57.44万 | 0.14% | 25,028 | -9,297 | -27.1% | -$21.34万 | 减仓 |
| C | CITIGROUP INC | $57.22万 | 0.13% | 4,089 | -350 | -7.9% | -$4.90万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $57.10万 | 0.13% | 18,007 | -300 | -1.6% | -$9,513 | 减仓 |
| IYJ | ISHARES TR | $55.26万 | 0.13% | 3,316 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $53.86万 | 0.13% | 10,962 | -1,845 | -14.4% | -$9.06万 | 减仓 |
| IREN | IREN LIMITED | $53.85万 | 0.13% | 11,775 | -740 | -5.9% | -$3.38万 | 减仓 |
| EXI | ISHARES TR | $53.77万 | 0.13% | 2,682 | 167 | 6.6% | $3.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.92万 | 0.12% | 8,611 | -10,574 | -55.1% | -$64.99万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $52.38万 | 0.12% | 6,623 | -233 | -3.4% | -$1.84万 | 减仓 |
| SYY | SYSCO CORP | $52.05万 | 0.12% | 6,228 | -246 | -3.8% | -$2.06万 | 减仓 |
| IBB | ISHARES TR | $50.83万 | 0.12% | 2,672 | 5 | 0.2% | $951 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $50.34万 | 0.12% | 20,546 | -2,464 | -10.7% | -$6.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $48.39万 | 0.11% | 5,513 | -847 | -13.3% | -$7.43万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $48.05万 | 0.11% | 2,255 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $47.94万 | 0.11% | 1,947 | -111 | -5.4% | -$2.73万 | 减仓 |
| ITA | ISHARES TR | $47.66万 | 0.11% | 1,966 | -6,445 | -76.6% | -$156.24万 | 减仓 |
| WM | WASTE MGMT INC DEL | $46.38万 | 0.11% | 2,081 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $44.04万 | 0.10% | 3,003 | -70 | -2.3% | -$1.03万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $42.42万 | 0.10% | 12,379 | -646 | -5.0% | -$2.21万 | 减仓 |
| IWD | ISHARES TR | $42.06万 | 0.10% | 1,735 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.43万 | 0.09% | 11,845 | 3,830 | 47.8% | $12.75万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $38.83万 | 0.09% | 1,406 | -1,341 | -48.8% | -$37.03万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.09万 | 0.09% | 6,567 | -729 | -10.0% | -$4.12万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $34.90万 | 0.08% | 39,860 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.34万 | 0.08% | 1,014 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $34.33万 | 0.08% | 12,016 | 12,016 | — | $34.33万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $31.54万 | 0.07% | 3,145 | -700 | -18.2% | -$7.02万 | 减仓 |
| FLR | FLUOR CORP | $29.01万 | 0.07% | 5,537 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $28.78万 | 0.07% | 1,752 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $28.01万 | 0.07% | 1,700 | 200 | 13.3% | $3.29万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $27.94万 | 0.07% | 1,033 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.73万 | 0.07% | 923 | -50 | -5.1% | -$1.50万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.26万 | 0.06% | 915 | 915 | — | $27.26万 | 新建仓 |
| IYW | ISHARES TR | $27.04万 | 0.06% | 1,072 | 0 | 0.0% | — | 重新持有 |
| NOW | SERVICENOW INC | $26.13万 | 0.06% | 2,632 | -713 | -21.3% | -$7.08万 | 重新持有 |
| WFC | WELLS FARGO & CO | $25.85万 | 0.06% | 3,127 | -111 | -3.4% | -$9,174 | 减仓 |
| UNP | UNION PAC CORP | $25.46万 | 0.06% | 936 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $24.19万 | 0.06% | 175 | 175 | — | $24.19万 | 新建仓 |
| ALL | ALLSTATE CORP | $23.77万 | 0.06% | 999 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $23.24万 | 0.05% | 675 | -165 | -19.6% | -$5.68万 | 减仓 |
| INTC | INTEL CORP | $23.18万 | 0.05% | 1,660 | 1,660 | — | $23.18万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $22.89万 | 0.05% | 21,497 | 1,541 | 7.7% | $1.64万 | 加仓 |
| IVW | ISHARES TR | $22.38万 | 0.05% | 1,627 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO INC | $22.10万 | 0.05% | 1,720 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $22.00万 | 0.05% | 738 | 738 | — | $22.00万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $21.70万 | 0.05% | 1,816 | 1,816 | — | $21.70万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.27万 | 0.05% | 210 | 210 | — | $20.27万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $19.71万 | 0.05% | 11,000 | -15,300 | -58.2% | -$27.42万 | 减仓 |
| — | OUTLOOK THERAPEUTICS INC | $18.79万 | 0.04% | 118,170 | 118,170 | — | $18.79万 | 新建仓 |
| — | PICARD MEDICAL INC | $8,194 | 0.00% | 50,116 | -132,638 | -72.6% | -$2.17万 | 减仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -12,815 | -100.0% | -$33.17万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,129 | -100.0% | -$30.09万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -930 | -100.0% | -$25.97万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -9,732 | -100.0% | -$24.19万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,238 | -100.0% | -$22.98万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -737 | -100.0% | -$22.91万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$8.64万 | 清仓 |