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
AVNM AMERICAN CENTY ETF TR $2,901.77万8.29%380,960 42,28412.5% $322.08万 加仓
NVDA NVIDIA CORPORATION $2,758.14万7.88%158,150 -10,638-6.3% -$185.53万 减仓
QQQ INVESCO QQQ TR $2,153.01万6.15%37,302 -2,481-6.2% -$143.20万 减仓
IAU ISHARES GOLD TR $1,612.09万4.61%182,860 -16,859-8.4% -$148.63万 减仓
AVMC AMERICAN CENTY ETF TR $1,568.74万4.48%217,157 14,5797.2% $105.32万 加仓
AAPL APPLE INC $1,296.84万3.71%51,104 4780.9% $12.13万 加仓
IVV ISHARES TR $1,289.00万3.68%19,733 2851.5% $18.62万 加仓
— DIMENSIONAL ETF TRUST $1,053.82万3.01%148,155 10,1307.3% $72.05万 加仓
MSFT MICROSOFT CORP $798.29万2.28%21,566 -437-2.0% -$16.18万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $748.54万2.14%31,985 -920-2.8% -$21.53万 减仓
AMZN AMAZON COM INC $641.68万1.83%30,817 -691-2.2% -$14.39万 减仓
TSLA TESLA INC $577.48万1.65%15,534 9806.7% $36.43万 加仓
GOOG ALPHABET INC $548.95万1.57%19,137 -484-2.5% -$13.88万 减仓
RWL INVESCO EXCH TRADED FD TR II $521.17万1.49%45,355 -2,397-5.0% -$27.54万 减仓
ALAB ASTERA LABS INC $462.15万1.32%42,181 9,42628.8% $103.27万 加仓
— EXXON MOBIL CORP $444.16万1.27%26,177 3301.3% $5.60万 加仓
VYM VANGUARD WHITEHALL FDS $422.27万1.21%28,513 -275-1.0% -$4.07万 减仓
ARKW ARK ETF TR $411.80万1.18%34,143 1,4984.6% $18.07万 加仓
IUSV ISHARES TR $410.30万1.17%40,127 170.0% $1,738 加仓
FAD FIRST TR EXCHANGE-TRADED ALP $395.83万1.13%24,907 -119-0.5% -$1.89万 减仓
AMAT APPLIED MATLS INC $375.40万1.07%10,983 -579-5.0% -$19.79万 减仓
VRT VERTIV HOLDINGS CO $348.39万1.00%13,903 -3,071-18.1% -$76.95万 减仓
JPM JPMORGAN CHASE & CO $346.60万0.99%11,789 -132-1.1% -$3.88万 减仓
SPY STATE STR SPDR S&P 500 ETF T $334.92万0.96%5,153 -142-2.7% -$9.23万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $329.38万0.94%36,401 4351.2% $3.94万 加仓
AVGO BROADCOM INC $326.90万0.93%10,562 -73-0.7% -$2.26万 减仓
PLTR PALANTIR TECHNOLOGIES INC $316.43万0.90%21,632 1360.6% $1.99万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $315.68万0.90%9,341 -180-1.9% -$6.08万 减仓
MU MICRON TECHNOLOGY INC $302.41万0.86%8,951 -1,037-10.4% -$35.04万 减仓
COST COSTCO WHOLESALE CORPORATION $296.04万0.85%2,971 -120-3.9% -$11.96万 减仓
CVX CHEVRON CORPORATION $291.96万0.83%14,111 -534-3.6% -$11.05万 减仓
ARTY ISHARES TR $286.89万0.82%61,658 9,77218.8% $45.47万 加仓
IJR ISHARES TR $271.34万0.78%21,828 -157-0.7% -$1.95万 减仓
ASML ASML HLDG NV $255.58万0.73%1,935 -19-1.0% -$2.51万 减仓
CRWV COREWEAVE INC $251.02万0.72%32,441 8992.9% $6.96万 加仓
USMV ISHARES TR $247.25万0.71%26,661 -1,198-4.3% -$11.11万 减仓
IEMG ISHARES INC $224.70万0.64%32,215 32,215— $224.70万 新建仓
CAT CATERPILLAR INC $213.57万0.61%3,015 40.1% $2,833 加仓
JOET VIRTUS ETF TR II $212.96万0.61%53,201 11,71028.2% $46.88万 加仓
AMD ADVANCED MICRO DEVICES INC $209.92万0.60%10,319 -127-1.2% -$2.58万 减仓
WMT WALMART INC $207.29万0.59%16,679 5733.6% $7.12万 加仓
HD HOME DEPOT INC $206.25万0.59%6,271 2273.8% $7.47万 加仓
ARKQ ARK ETF TR $196.18万0.56%17,446 1,2377.6% $13.91万 加仓
IEO ISHARES TR $193.97万0.55%15,530 -522-3.3% -$6.52万 减仓
REMX VANECK ETF TRUST $189.55万0.54%21,540 21,540— $189.55万 新建仓
ITA ISHARES TR $183.99万0.53%8,411 3,81282.9% $83.39万 加仓
GFLW VICTORY PORTFOLIOS II $180.04万0.51%68,466 17,33733.9% $45.59万 加仓
AVEM AMERICAN CENTY ETF TR $167.52万0.48%20,789 -413-1.9% -$3.33万 减仓
AVUS AMERICAN CENTY ETF TR $161.50万0.46%14,526 2,14517.3% $23.85万 加仓
PANW PALO ALTO NETWORKS INC $159.74万0.46%9,964 2582.7% $4.14万 加仓
IEZ ISHARES TR $151.45万0.43%52,316 52,316— $151.45万 新建仓
IEFA ISHARES TR $141.17万0.40%15,594 4,69443.1% $42.49万 加仓
IYE ISHARES TR $140.21万0.40%21,647 -7-0.0% -$453 减仓
RIO RIO TINTO PLC $139.98万0.40%15,004 -2,173-12.7% -$20.27万 减仓
META META PLATFORMS INC $137.45万0.39%2,403 1396.1% $7.95万 加仓
NET CLOUDFLARE INC $133.83万0.38%6,486 1362.1% $2.81万 加仓
IJH ISHARES TR $131.14万0.37%19,419 -53-0.3% -$3,579 减仓
DIA STATE STR SPDR DOW JONES IND $128.26万0.37%2,769 -1,239-30.9% -$57.39万 减仓
IUSG ISHARES TR $126.81万0.36%8,175 -126-1.5% -$1.95万 减仓
VTV VANGUARD INDEX FDS $126.49万0.36%6,447 831.3% $1.63万 加仓
V VISA INC $125.03万0.36%4,137 10.0% $302 加仓
GOOGL ALPHABET INC $123.80万0.35%4,305 68518.9% $19.70万 加仓
SMMT SUMMIT THERAPEUTICS INC $120.93万0.35%63,784 4,3547.3% $8.26万 加仓
SHOP SHOPIFY INC $120.81万0.35%10,185 1331.3% $1.58万 加仓
EEMA ISHARES INC $120.34万0.34%12,570 9408.1% $9.00万 加仓
LLY ELI LILLY & CO $111.57万0.32%1,213 -24-1.9% -$2.21万 减仓
IWP ISHARES TR $109.71万0.31%8,563 -142-1.6% -$1.82万 减仓
DSI ISHARES TR $109.12万0.31%9,004 -1,864-17.2% -$22.59万 减仓
IYF ISHARES TR $107.80万0.31%9,162 310.3% $3,648 加仓
FCX FREEPORT MCMORAN INC $107.71万0.31%18,325 2121.2% $1.25万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $106.52万0.30%19,185 1,1646.5% $6.46万 加仓
IJS ISHARES TR $106.13万0.30%8,960 -234-2.5% -$2.77万 减仓
VZ VERIZON COMMUNICATIONS INC $102.20万0.29%20,358 5,09233.4% $25.56万 加仓
GS GOLDMAN SACHS GROUP INC $100.93万0.29%1,193 -7-0.6% -$5,922 减仓
ISRG INTUITIVE SURGICAL INC $98.38万0.28%2,134 361.7% $1.66万 加仓
IWV ISHARES TR $95.89万0.27%2,587 00.0% — 不变
ABBV ABBVIE INC $93.50万0.27%4,299 1343.2% $2.91万 加仓
VUG VANGUARD INDEX FDS $88.67万0.25%2,030 -60-2.9% -$2.62万 减仓
JAAA JANUS DETROIT STR TR $84.93万0.24%16,861 -1,343-7.4% -$6.76万 减仓
GEV GE VERNOVA INC $83.80万0.24%960 586.4% $5.06万 加仓
OKLO OKLO INC $81.18万0.23%16,370 1,55210.5% $7.70万 加仓
NFLT ETFIS SER TR I $78.09万0.22%34,325 3,15110.1% $7.17万 加仓
IYM ISHARES TR $77.62万0.22%4,412 1,54453.8% $27.16万 加仓
DAL DELTA AIR LINES INC $77.26万0.22%11,621 2,59028.7% $17.22万 加仓
RTX RTX CORPORATION $76.18万0.22%3,949 -225-5.4% -$4.34万 减仓
GLD SPDR GOLD TR $75.21万0.21%1,748 -4-0.2% -$1,721 减仓
IXC ISHARES TR $73.78万0.21%12,807 6,656108.2% $38.35万 加仓
ORCL ORACLE CORP $71.45万0.20%4,857 -390-7.4% -$5.74万 减仓
JNJ JOHNSON & JOHNSON $69.40万0.20%2,839 2228.5% $5.43万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $68.43万0.20%1,428 -183-11.4% -$8.77万 减仓
VTI VANGUARD INDEX FDS $67.94万0.19%2,118 56336.2% $18.06万 加仓
UPS UNITED PARCEL SVCS INC $65.70万0.19%6,696 540.8% $5,298 加仓
VIG VANGUARD SPECIALIZED FUNDS $63.34万0.18%2,945 1,11460.8% $23.96万 加仓
RGTI RIGETTI COMPUTING INC $62.83万0.18%44,750 2,4915.9% $3.50万 加仓
QBTS D-WAVE QUANTUM INC $60.28万0.17%41,775 2,3375.9% $3.37万 加仓
NEE NEXTERA ENERGY INC $59.07万0.17%6,360 00.0% — 不变
IWF ISHARES TR $58.89万0.17%1,381 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $56.17万0.16%18,307 7,40067.8% $22.70万 加仓
XBI SPDR SERIES TRUST $54.71万0.16%4,283 4,283— $54.71万 新建仓
CNEQ THE ALGER ETF TRUST $53.95万0.15%17,337 17,337— $53.95万 新建仓