Taylor & Morgan Wealth Management, LLC
TROY MI · SEC CIK 0001844266
$1.75亿2026Q1 申报市值
79持仓数
61.1%前十大占比 · 第一大 17.8%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BOND 加仓+$133.59万
SPY 加仓+$105.81万
IWR 加仓+$65.67万
IVV 加仓+$40.63万
EEM 加仓+$39.75万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$32.09万
V 清仓-$29.97万
CATX 减仓-$28.36万
AAPL 减仓-$26.70万
ARKB 减仓-$23.76万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,117.94万 | 17.79% | 47,943 | 1,627 | 3.5% | $105.81万 | 加仓 |
| IVV | ISHARES TR | $1,894.39万 | 10.81% | 29,001 | 622 | 2.2% | $40.63万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,377.49万 | 7.86% | 285,077 | 7,739 | 2.8% | $37.39万 | 加仓 |
| IWR | ISHARES TR | $1,242.00万 | 7.09% | 127,738 | 6,754 | 5.6% | $65.67万 | 加仓 |
| AAPL | APPLE INC | $650.00万 | 3.71% | 25,612 | -1,052 | -3.9% | -$26.70万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $572.32万 | 3.26% | 31,057 | -839 | -2.6% | -$15.46万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $499.90万 | 2.85% | 26,047 | -365 | -1.4% | -$7.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $460.40万 | 2.63% | 7,977 | -366 | -4.4% | -$21.12万 | 减仓 |
| BOND | PIMCO ETF TR | $457.45万 | 2.61% | 49,572 | 14,477 | 41.3% | $133.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $434.88万 | 2.48% | 24,936 | -1,840 | -6.9% | -$32.09万 | 减仓 |
| GOOGL | ALPHABET INC | $429.17万 | 2.45% | 14,924 | -380 | -2.5% | -$10.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $407.28万 | 2.32% | 11,002 | -239 | -2.1% | -$8.85万 | 减仓 |
| GLD | SPDR GOLD TR | $394.36万 | 2.25% | 9,165 | -70 | -0.8% | -$3.01万 | 减仓 |
| AVGO | BROADCOM INC | $366.24万 | 2.09% | 11,833 | -553 | -4.5% | -$17.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $352.01万 | 2.01% | 13,440 | 3 | 0.0% | $786 | 加仓 |
| AMZN | AMAZON COM INC | $346.44万 | 1.98% | 16,634 | -572 | -3.3% | -$11.91万 | 减仓 |
| IXUS | ISHARES TR | $315.83万 | 1.80% | 36,453 | 3,562 | 10.8% | $30.86万 | 加仓 |
| MUNI | PIMCO ETF TR | $294.00万 | 1.68% | 56,332 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $289.93万 | 1.65% | 110,659 | 14,082 | 14.6% | $36.89万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $219.83万 | 1.25% | 43,800 | -520 | -1.2% | -$2.61万 | 减仓 |
| IJH | ISHARES TR | $163.03万 | 0.93% | 24,142 | 474 | 2.0% | $3.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $141.81万 | 0.81% | 4,938 | -83 | -1.7% | -$2.38万 | 减仓 |
| IWP | ISHARES TR | $131.26万 | 0.75% | 10,245 | -221 | -2.1% | -$2.83万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $122.60万 | 0.70% | 19,132 | -476 | -2.4% | -$3.05万 | 减仓 |
| EEM | ISHARES TR | $114.99万 | 0.66% | 20,248 | 7,000 | 52.8% | $39.75万 | 加仓 |
| T | AT&T INC | $112.72万 | 0.64% | 38,883 | 297 | 0.8% | $8,610 | 加仓 |
| KRE | SPDR SERIES TRUST | $109.28万 | 0.62% | 16,773 | 15 | 0.1% | $977 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $103.36万 | 0.59% | 4,229 | -477 | -10.1% | -$11.66万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $102.21万 | 0.58% | 6,902 | 1,440 | 26.4% | $21.33万 | 加仓 |
| SLV | ISHARES SILVER TR | $100.91万 | 0.58% | 14,809 | 48 | 0.3% | $3,271 | 加仓 |
| EFG | ISHARES TR | $99.55万 | 0.57% | 8,939 | 1,500 | 20.2% | $16.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.54万 | 0.51% | 13,568 | 236 | 1.8% | $1.56万 | 加仓 |
| IWF | ISHARES TR | $76.92万 | 0.44% | 1,804 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $76.24万 | 0.43% | 15,442 | -2,610 | -14.5% | -$12.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $74.10万 | 0.42% | 1,240 | -67 | -5.1% | -$4.00万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $72.47万 | 0.41% | 12,237 | -1,237 | -9.2% | -$7.33万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.43万 | 0.41% | 12,602 | -65 | -0.5% | -$3,684 | 减仓 |
| SLYV | SPDR SERIES TRUST | $70.53万 | 0.40% | 7,457 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $68.10万 | 0.39% | 9,247 | 50 | 0.5% | $3,682 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $66.37万 | 0.38% | 29,513 | -10,564 | -26.4% | -$23.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.14万 | 0.38% | 13,175 | -82 | -0.6% | -$4,117 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $61.01万 | 0.35% | 4,590 | -436 | -8.7% | -$5.79万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $59.29万 | 0.34% | 2,881 | -72 | -2.4% | -$1.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.06万 | 0.34% | 2,746 | -411 | -13.0% | -$8.84万 | 减仓 |
| GDX | VANECK ETF TRUST | $58.95万 | 0.34% | 6,424 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $58.07万 | 0.33% | 6,252 | 21 | 0.3% | $1,951 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.63万 | 0.31% | 2,019 | -144 | -6.7% | -$3.90万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $53.63万 | 0.31% | 11,686 | 479 | 4.3% | $2.20万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $52.91万 | 0.30% | 4,608 | -87 | -1.9% | -$9,990 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.68万 | 0.29% | 20,156 | 319 | 1.6% | $8,179 | 加仓 |
| VBR | VANGUARD INDEX FDS | $50.22万 | 0.29% | 2,312 | -9 | -0.4% | -$1,955 | 减仓 |
| TSLA | TESLA INC | $49.74万 | 0.28% | 1,338 | -395 | -22.8% | -$14.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $47.62万 | 0.27% | 1,484 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $43.65万 | 0.25% | 8,274 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $41.67万 | 0.24% | 3,352 | -45 | -1.3% | -$5,594 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $39.79万 | 0.23% | 16,798 | -3,447 | -17.0% | -$8.17万 | 减仓 |
| VLUE | ISHARES TR | $37.49万 | 0.21% | 2,637 | 12 | 0.5% | $1,706 | 加仓 |
| VUG | VANGUARD INDEX FDS | $37.19万 | 0.21% | 851 | -3 | -0.4% | -$1,311 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.99万 | 0.21% | 5,564 | -1,022 | -15.5% | -$6.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $35.93万 | 0.20% | 515 | -13 | -2.5% | -$9,070 | 减仓 |
| VOT | VANGUARD INDEX FDS | $32.67万 | 0.19% | 1,269 | 126 | 11.0% | $3.24万 | 加仓 |
| ET | ENERGY TRANSFER L P | $32.23万 | 0.18% | 16,700 | 287 | 1.7% | $5,539 | 加仓 |
| TFLO | ISHARES TR | $29.96万 | 0.17% | 5,917 | -493 | -7.7% | -$2.50万 | 减仓 |
| DE | DEERE & CO | $28.56万 | 0.16% | 507 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $28.53万 | 0.16% | 23,656 | 618 | 2.7% | $7,453 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.06万 | 0.14% | 523 | 523 | — | $25.06万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.92万 | 0.14% | 6,486 | -1,020 | -13.6% | -$3.92万 | 减仓 |
| IYR | ISHARES TR | $24.42万 | 0.14% | 2,583 | 8 | 0.3% | $756 | 加仓 |
| AGG | ISHARES TR | $23.42万 | 0.13% | 2,360 | -22 | -0.9% | -$2,184 | 减仓 |
| PLD | PROLOGIS INC. | $23.36万 | 0.13% | 1,767 | -45 | -2.5% | -$5,948 | 减仓 |
| PG | PROCTER & GAMBLE CO | $22.91万 | 0.13% | 1,586 | 1,586 | — | $22.91万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $22.68万 | 0.13% | 2,671 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.70万 | 0.12% | 554 | 554 | — | $21.70万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $21.64万 | 0.12% | 1,313 | -244 | -15.7% | -$4.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.50万 | 0.12% | 1,470 | 131 | 9.8% | $1.92万 | 加仓 |
| GE | GE AEROSPACE | $20.06万 | 0.11% | 707 | -99 | -12.3% | -$2.81万 | 减仓 |
| — | DULUTH HLDGS INC | $15.80万 | 0.09% | 50,000 | 19,000 | 61.3% | $6.00万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $12.84万 | 0.07% | 35,466 | 748 | 2.2% | $2,708 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $12.09万 | 0.07% | 29,000 | -68,000 | -70.1% | -$28.36万 | 减仓 |
| V | VISA INC | $0 | 0.00% | 0 | -855 | -100.0% | -$29.97万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,153 | -100.0% | -$22.47万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -392 | -100.0% | -$22.38万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$20.10万 | 清仓 |