Urban Wealth Management, LLC
EL SEGUNDO CA · SEC CIK 0001845521
$9,768.41万2026Q1 申报市值
93持仓数
51.1%前十大占比 · 第一大 14.1%
7 / 6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
NVDA 加仓+$232.21万
PFFA 加仓+$89.65万
COST 加仓+$52.91万
AAPL 加仓+$39.79万
AMZN 加仓+$31.66万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$144.12万
CRM 减仓-$106.90万
STRATEGY SHS 减仓-$102.60万
BBY 清仓-$89.37万
VTI 减仓-$87.03万
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 |
|---|---|---|---|---|---|---|---|---|
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -13,353 | -100.0% | -$89.37万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,862 | -100.0% | -$28.33万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,583 | -100.0% | -$24.22万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$23.63万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -954 | -100.0% | -$21.70万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -613 | -100.0% | -$20.70万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $17.89万 | 0.18% | 40,473 | 8,171 | 25.3% | $3.61万 | 加仓 |
| NVS | NOVARTIS AG | $20.30万 | 0.21% | 1,329 | 1,329 | — | $20.30万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $21.03万 | 0.22% | 2,616 | -100 | -3.7% | -$8,039 | 减仓 |
| KKR | KKR & CO INC | $21.04万 | 0.22% | 2,275 | -1,103 | -32.7% | -$10.20万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $21.08万 | 0.22% | 11,291 | 11,291 | — | $21.08万 | 新建仓 |
| ITA | ISHARES TR | $21.63万 | 0.22% | 989 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $22.25万 | 0.23% | 1,192 | -5,726 | -82.8% | -$106.90万 | 减仓 |
| HACK | AMPLIFY ETF TR | $22.77万 | 0.23% | 3,032 | 457 | 17.7% | $3.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.19万 | 0.24% | 531 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $23.34万 | 0.24% | 2,232 | -508 | -18.5% | -$5.31万 | 减仓 |
| BROS | DUTCH BROS INC | $23.73万 | 0.24% | 4,684 | 1,299 | 38.4% | $6.58万 | 加仓 |
| PGR | PROGRESSIVE CORP | $24.05万 | 0.25% | 1,213 | 1,213 | — | $24.05万 | 新建仓 |
| CMI | CUMMINS INC | $24.26万 | 0.25% | 451 | -38 | -7.8% | -$2.04万 | 减仓 |
| GE | GE AEROSPACE | $24.74万 | 0.25% | 872 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $25.20万 | 0.26% | 1,782 | -42 | -2.3% | -$5,940 | 减仓 |
| CART | MAPLEBEAR INC | $25.73万 | 0.26% | 6,868 | 6,868 | — | $25.73万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.14万 | 0.27% | 1,285 | -280 | -17.9% | -$5.70万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.52万 | 0.27% | 2,025 | 2,025 | — | $26.52万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $26.86万 | 0.27% | 7,565 | 1,420 | 23.1% | $5.04万 | 加仓 |
| CWB | SPDR SERIES TRUST | $27.41万 | 0.28% | 2,995 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.51万 | 0.28% | 1,354 | 407 | 43.0% | $8.27万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $27.77万 | 0.28% | 3,959 | -338 | -7.9% | -$2.37万 | 减仓 |
| PFE | PFIZER INC | $27.83万 | 0.28% | 9,910 | -16 | -0.2% | -$449 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.03万 | 0.29% | 585 | -67 | -10.3% | -$3.21万 | 减仓 |
| GM | GENERAL MTRS CO | $28.18万 | 0.29% | 3,782 | -265 | -6.5% | -$1.97万 | 减仓 |
| SGOL | ETFS GOLD TR | $28.28万 | 0.29% | 6,337 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $28.40万 | 0.29% | 3,857 | -5,352 | -58.1% | -$39.41万 | 减仓 |
| LLY | ELI LILLY & CO | $29.80万 | 0.31% | 324 | -90 | -21.7% | -$8.28万 | 减仓 |
| BA | BOEING CO | $30.33万 | 0.31% | 1,524 | 1,524 | — | $30.33万 | 新建仓 |
| ZTS | ZOETIS INC | $30.58万 | 0.31% | 2,587 | 9 | 0.3% | $1,064 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $30.90万 | 0.32% | 11,308 | 11,308 | — | $30.90万 | 新建仓 |
| DSI | ISHARES TR | $31.74万 | 0.32% | 2,619 | -138 | -5.0% | -$1.67万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $32.52万 | 0.33% | 4,217 | -9,144 | -68.4% | -$70.51万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $33.76万 | 0.35% | 10,835 | -3,353 | -23.6% | -$10.45万 | 减仓 |
| IEFA | ISHARES TR | $33.77万 | 0.35% | 3,730 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $34.83万 | 0.36% | 1,059 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $34.98万 | 0.36% | 3,600 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $35.55万 | 0.36% | 2,060 | -30 | -1.4% | -$5,177 | 减仓 |
| EFAV | ISHARES TR | $35.77万 | 0.37% | 3,915 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $37.14万 | 0.38% | 3,715 | -666 | -15.2% | -$6.66万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.58万 | 0.39% | 8,457 | -2,138 | -20.2% | -$9.75万 | 减仓 |
| IYF | ISHARES TR | $39.00万 | 0.40% | 3,315 | -70 | -2.1% | -$8,236 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.17万 | 0.40% | 2,991 | -272 | -8.3% | -$3.56万 | 减仓 |
| PEP | PEPSICO INC | $40.13万 | 0.41% | 2,584 | -206 | -7.4% | -$3.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.96万 | 0.42% | 1,212 | 183 | 17.8% | $6.18万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.64万 | 0.43% | 5,230 | -448 | -7.9% | -$3.57万 | 减仓 |
| HDV | ISHARES TR | $41.79万 | 0.43% | 3,079 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $42.56万 | 0.44% | 1,375 | -428 | -23.7% | -$13.25万 | 减仓 |
| IHF | ISHARES TR | $42.77万 | 0.44% | 10,220 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $43.05万 | 0.44% | 4,969 | -2,723 | -35.4% | -$23.59万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.25万 | 0.45% | 991 | 365 | 58.3% | $16.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $44.58万 | 0.46% | 1,299 | 136 | 11.7% | $4.67万 | 加仓 |
| NDAQ | NASDAQ INC | $47.47万 | 0.49% | 5,592 | -5,454 | -49.4% | -$46.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.13万 | 0.49% | 1,636 | -148 | -8.3% | -$4.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $48.36万 | 0.50% | 1,507 | -2,712 | -64.3% | -$87.03万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.56万 | 0.52% | 3,857 | 854 | 28.4% | $11.19万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $51.72万 | 0.53% | 15,739 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $53.39万 | 0.55% | 3,300 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $54.41万 | 0.56% | 4,225 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $59.76万 | 0.61% | 12,927 | -9,912 | -43.4% | -$45.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.82万 | 0.61% | 11,917 | 49 | 0.4% | $2,460 | 加仓 |
| SOXX | ISHARES TR | $59.98万 | 0.61% | 1,825 | -69 | -3.6% | -$2.27万 | 减仓 |
| IYW | ISHARES TR | $63.68万 | 0.65% | 3,510 | -60 | -1.7% | -$1.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $66.07万 | 0.68% | 8,632 | -7,290 | -45.8% | -$55.80万 | 减仓 |
| TSLA | TESLA INC | $67.47万 | 0.69% | 1,815 | -255 | -12.3% | -$9.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $69.15万 | 0.71% | 1,198 | -32 | -2.6% | -$1.85万 | 减仓 |
| IWF | ISHARES TR | $77.63万 | 0.79% | 1,821 | -20 | -1.1% | -$8,526 | 减仓 |
| DVY | ISHARES TR | $86.95万 | 0.89% | 5,743 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $88.13万 | 0.90% | 1,475 | 3 | 0.2% | $1,792 | 加仓 |
| IAU | ISHARES GOLD TR | $93.07万 | 0.95% | 10,557 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $101.09万 | 1.03% | 8,914 | -467 | -5.0% | -$5.30万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $105.54万 | 1.08% | 1,547 | 290 | 23.1% | $19.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $111.36万 | 1.14% | 5,178 | -38 | -0.7% | -$8,172 | 减仓 |
| IJH | ISHARES TR | $115.51万 | 1.18% | 17,105 | -895 | -5.0% | -$6.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.60万 | 1.37% | 9,133 | 1,967 | 27.4% | $28.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $150.83万 | 1.54% | 7,290 | -196 | -2.6% | -$4.06万 | 减仓 |
| DVA | DAVITA INC | $154.86万 | 1.59% | 10,076 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $166.55万 | 1.71% | 4,499 | -3,893 | -46.4% | -$144.12万 | 减仓 |
| — | STRATEGY SHS | $189.41万 | 1.94% | 64,317 | -34,839 | -35.1% | -$102.60万 | 减仓 |
| TDTF | FLEXSHARES TR | $191.01万 | 1.96% | 79,224 | -3,794 | -4.6% | -$9.15万 | 减仓 |
| IJR | ISHARES TR | $199.21万 | 2.04% | 16,025 | -1,782 | -10.0% | -$22.15万 | 减仓 |
| IFRA | ISHARES TR | $204.73万 | 2.10% | 35,792 | -4,038 | -10.1% | -$23.10万 | 减仓 |
| CVS | CVS HEALTH CORP | $207.29万 | 2.12% | 28,862 | -6,589 | -18.6% | -$47.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $225.59万 | 2.31% | 2,264 | 531 | 30.6% | $52.91万 | 加仓 |
| IVV | ISHARES TR | $229.66万 | 2.35% | 3,516 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $260.01万 | 2.66% | 9,064 | 785 | 9.5% | $22.52万 | 加仓 |
| PFFA | ETFIS SER TR I | $279.56万 | 2.86% | 137,307 | 44,030 | 47.2% | $89.65万 | 加仓 |
| GOOGL | ALPHABET INC | $442.80万 | 4.53% | 15,398 | -1,398 | -8.3% | -$40.20万 | 减仓 |
| AMZN | AMAZON COM INC | $445.05万 | 4.56% | 21,369 | 1,520 | 7.7% | $31.66万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $448.32万 | 4.59% | 81,751 | 209 | 0.3% | $1.15万 | 加仓 |
| SMH | VANECK ETF TRUST | $458.34万 | 4.69% | 11,954 | -681 | -5.4% | -$26.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $826.85万 | 8.46% | 47,411 | 13,315 | 39.1% | $232.21万 | 加仓 |