Urban Wealth Management, LLC
EL SEGUNDO CA · SEC CIK 0001845521
$1.15亿2026Q2 申报市值
107持仓数
48.3%前十大占比 · 第一大 12.2%
25 / 13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
JCPI 新建仓+$188.28万
IGIB 新建仓+$181.28万
AMZN 加仓+$178.56万
XMMO 新建仓+$168.66万
GEV 新建仓+$124.42万
2026Q2 卖出最多 按季末市值估算
CVS 减仓-$223.32万
NVDA 减仓-$208.79万
STRATEGY SHS 清仓-$189.41万
AAPL 减仓-$172.02万
SMH 减仓-$102.65万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $123.41万 | 1.08% | 16,005 | -1,100 | -6.4% | -$8.48万 | 减仓 |
| GEV | GE VERNOVA INC | $124.42万 | 1.08% | 1,059 | 1,059 | — | $124.42万 | 新建仓 |
| MSFT | MICROSOFT CORP | $132.66万 | 1.16% | 3,556 | -943 | -21.0% | -$35.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $168.66万 | 1.47% | 9,913 | 9,913 | — | $168.66万 | 新建仓 |
| IGIB | ISHARES TR | $181.28万 | 1.58% | 34,094 | 34,094 | — | $181.28万 | 新建仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $188.28万 | 1.64% | 39,348 | 39,348 | — | $188.28万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $218.90万 | 1.91% | 2,340 | 76 | 3.4% | $7.11万 | 加仓 |
| IJR | ISHARES TR | $219.76万 | 1.92% | 14,817 | -1,208 | -7.5% | -$17.92万 | 减仓 |
| DVA | DAVITA INC | $224.17万 | 1.95% | 10,076 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $226.07万 | 1.97% | 95,106 | 15,882 | 20.0% | $37.75万 | 加仓 |
| IFRA | ISHARES TR | $228.41万 | 1.99% | 36,232 | 440 | 1.2% | $2.77万 | 加仓 |
| PFFA | ETFIS SER TR I | $230.81万 | 2.01% | 112,207 | -25,100 | -18.3% | -$51.63万 | 减仓 |
| IVV | ISHARES TR | $263.68万 | 2.30% | 3,521 | 5 | 0.1% | $3,744 | 加仓 |
| GOOG | ALPHABET INC | $278.11万 | 2.42% | 7,871 | -1,193 | -13.2% | -$42.15万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $509.22万 | 4.44% | 84,462 | 2,711 | 3.3% | $16.34万 | 加仓 |
| GOOGL | ALPHABET INC | $515.96万 | 4.50% | 14,437 | -961 | -6.2% | -$34.34万 | 减仓 |
| SMH | VANECK ETF TRUST | $681.44万 | 5.94% | 10,389 | -1,565 | -13.1% | -$102.65万 | 减仓 |
| AMZN | AMAZON COM INC | $687.87万 | 6.00% | 28,861 | 7,492 | 35.1% | $178.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $739.85万 | 6.45% | 36,976 | -10,435 | -22.0% | -$208.79万 | 减仓 |
| AAPL | APPLE INC | $1,401.58万 | 12.22% | 48,438 | -5,945 | -10.9% | -$172.02万 | 减仓 |