13F 机构持仓

Urban Wealth Management, LLC

EL SEGUNDO CA · SEC CIK 0001845521

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.15亿2026Q2
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

AAPL 12.2%
NVDA 6.4%
AMZN 6.0%
SMH 5.9%
GOOGL 4.5%
IDMO 4.4%
GOOG 2.4%
IVV 2.3%
PFFA 2.0%
IFRA 2.0%

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
— STRATEGY SHS $00.00%0 -64,317-100.0% -$189.41万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -12,927-100.0% -$59.76万 清仓
ZTS ZOETIS INC $00.00%0 -2,587-100.0% -$30.58万 清仓
BA BOEING CO $00.00%0 -1,524-100.0% -$30.33万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,354-100.0% -$27.51万 清仓
LNC LINCOLN NATL CORP IND $00.00%0 -7,565-100.0% -$26.86万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -2,025-100.0% -$26.52万 清仓
CART MAPLEBEAR INC $00.00%0 -6,868-100.0% -$25.73万 清仓
BROS DUTCH BROS INC $00.00%0 -4,684-100.0% -$23.73万 清仓
CRM SALESFORCE INC $00.00%0 -1,192-100.0% -$22.25万 清仓
ITA ISHARES TR $00.00%0 -989-100.0% -$21.63万 清仓
BBWI BATH & BODY WORKS INC $00.00%0 -11,291-100.0% -$21.08万 清仓
KKR KKR & CO INC $00.00%0 -2,275-100.0% -$21.04万 清仓
PANW PALO ALTO NETWORKS INC $20.15万0.18%591 -766-56.4% -$26.12万 重新持有
IYJ ISHARES TR $20.33万0.18%1,220 1,220— $20.33万 新建仓
JBLU JETBLUE AIRWAYS CORP $20.40万0.18%35,601 -4,872-12.0% -$2.79万 减仓
SPYG SPDR SERIES TRUST $20.75万0.18%1,744 1,744— $20.75万 新建仓
NVS NOVARTIS AG $20.83万0.18%1,329 00.0% — 不变
NBIS NEBIUS GROUP N.V. $21.71万0.19%786 786— $21.71万 新建仓
PGR PROGRESSIVE CORP $21.82万0.19%999 -214-17.6% -$4.67万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $21.97万0.19%2,346 2,346— $21.97万 新建仓
NOW SERVICENOW INC $22.14万0.19%2,230 -2-0.1% -$199 减仓
CAT CATERPILLAR INC $22.47万0.20%211 211— $22.47万 新建仓
PFE PFIZER INC $22.48万0.20%9,335 -575-5.8% -$1.38万 减仓
PCG PG&E CORP $23.03万0.20%13,693 13,693— $23.03万 新建仓
SGOL ETFS GOLD TR $24.23万0.21%6,337 00.0% — 不变
VGT VANGUARD WORLD FD $25.15万0.22%2,104 2,104— $25.15万 新建仓
ESGU ISHARES TR $25.24万0.22%1,542 -240-13.5% -$3.93万 减仓
FXU FIRST TR EXCHANGE-TRADED FD $25.42万0.22%5,152 5,152— $25.42万 新建仓
DD DUPONT DE NEMOURS INC $26.08万0.23%1,923 1,923— $26.08万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $26.33万0.23%2,930 00.0% — 重新持有
VUG VANGUARD INDEX FDS $27.44万0.24%3,186 00.0% — 不变
FSMD FIDELITY COVINGTON TRUST $27.88万0.24%5,276 5,276— $27.88万 新建仓
BND VANGUARD BD INDEX FDS $28.10万0.24%3,828 -29-0.8% -$2,129 减仓
GE GE AEROSPACE $28.85万0.25%772 -100-11.5% -$3.74万 减仓
LLY ELI LILLY & CO $29.15万0.25%243 -81-25.0% -$9.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $29.27万0.26%585 00.0% — 不变
LCTU BLACKROCK ETF TRUST $29.76万0.26%3,713 -246-6.2% -$1.97万 减仓
AEP AMERICAN ELEC PWR CO INC $30.04万0.26%2,196 -1,661-43.1% -$22.72万 减仓
AMT AMERICAN TOWER CORP $31.24万0.27%1,910 -150-7.3% -$2.45万 减仓
FBND FIDELITY MERRIMACK STR TR $31.26万0.27%6,871 -1,586-18.8% -$7.21万 减仓
— ADVISORS INNER CIRCLE FD II $31.41万0.27%9,011 -1,824-16.8% -$6.36万 减仓
HACK AMPLIFY ETF TR $31.67万0.28%3,018 -14-0.5% -$1,469 减仓
GD GENERAL DYNAMICS CORP $32.09万0.28%906 -393-30.3% -$13.92万 减仓
CWB SPDR SERIES TRUST $32.29万0.28%2,995 00.0% — 不变
XAGG MORGAN STANLEY ETF TRUST $33.36万0.29%6,673 6,673— $33.36万 新建仓
SRE SEMPRA $33.38万0.29%3,600 00.0% — 不变
— ADVISORS INNER CIRCLE FD II $33.53万0.29%10,739 -569-5.0% -$1.78万 减仓
AMD ADVANCED MICRO DEVICES INC $33.58万0.29%578 -707-55.0% -$41.07万 减仓
JBHT HUNT J B TRANS SVCS INC $33.75万0.29%1,166 1,166— $33.75万 新建仓
PEP PEPSICO INC $33.97万0.30%2,509 -75-2.9% -$1.02万 减仓
EFAV ISHARES TR $34.34万0.30%3,915 00.0% — 不变
VXUS VANGUARD STAR FDS $35.25万0.31%4,123 -94-2.2% -$8,037 减仓
DSI ISHARES TR $35.80万0.31%2,514 -105-4.0% -$1.50万 减仓
REG REGENCY CTRS CORP $35.98万0.31%4,512 4,512— $35.98万 新建仓
IEFA ISHARES TR $36.02万0.31%3,730 00.0% — 不变
HD HOME DEPOT INC $36.11万0.31%1,024 -35-3.3% -$1.23万 减仓
DKS DICKS SPORTING GOODS INC $36.63万0.32%1,615 1,615— $36.63万 新建仓
JCI JOHNSON CONTROLS INTERNATION $39.44万0.34%2,699 -292-9.8% -$4.27万 减仓
HDV ISHARES TR $41.17万0.36%15,020 -375-2.4% -$1.03万 减仓
IYF ISHARES TR $42.27万0.37%3,315 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $42.52万0.37%856 -135-13.6% -$6.71万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $42.74万0.37%895 -317-26.2% -$15.14万 减仓
WFC WELLS FARGO & CO $43.22万0.38%5,230 00.0% — 不变
GM GENERAL MTRS CO $44.04万0.38%5,713 1,93151.1% $14.88万 加仓
VZ VERIZON COMMUNICATIONS INC $49.19万0.43%11,617 -300-2.5% -$1.27万 减仓
ANET ARISTA NETWORKS INC $49.20万0.43%2,896 2,896— $49.20万 新建仓
PWB INVESCO EXCHANGE TRADED FD T $49.22万0.43%2,922 2,922— $49.22万 新建仓
AVGO BROADCOM INC $50.05万0.44%1,325 -50-3.6% -$1.89万 减仓
— ADVISORS INNER CIRCLE FD II $52.81万0.46%14,704 -1,035-6.6% -$3.72万 减仓
JPM JPMORGAN CHASE & CO $53.55万0.47%1,636 00.0% — 不变
IXN ISHARES TR $53.67万0.47%3,715 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $53.68万0.47%4,601 -4,532-49.6% -$52.87万 减仓
IHF ISHARES TR $53.78万0.47%9,720 -500-4.9% -$2.77万 减仓
VTI VANGUARD INDEX FDS $53.93万0.47%1,458 -49-3.3% -$1.81万 减仓
IXUS ISHARES TR $55.08万0.48%5,771 80216.1% $7.65万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $55.81万0.49%11,470 11,470— $55.81万 新建仓
PH PARKER-HANNIFIN CORP $56.63万0.49%579 579— $56.63万 新建仓
NDAQ NASDAQ INC $58.92万0.51%7,475 1,88333.7% $14.84万 加仓
RY ROYAL BK CDA $61.16万0.53%2,955 -345-10.5% -$7.14万 减仓
TPR TAPESTRY INC $65.40万0.57%4,468 4,468— $65.40万 新建仓
SPYM SPDR SERIES TRUST $66.75万0.58%7,595 -1,037-12.0% -$9.11万 减仓
CMI CUMMINS INC $72.82万0.63%1,021 570126.4% $40.65万 加仓
MU MICRON TECHNOLOGY INC $74.75万0.65%648 648— $74.75万 新建仓
MPC MARATHON PETE CORP $74.86万0.65%2,928 2,928— $74.86万 新建仓
CVS CVS HEALTH CORP $75.26万0.66%7,275 -21,587-74.8% -$223.32万 减仓
TSLA TESLA INC $75.50万0.66%1,795 -20-1.1% -$8,412 减仓
QCOM QUALCOMM INC $76.41万0.67%4,135 -90-2.1% -$1.66万 减仓
IAU ISHARES GOLD TR $77.94万0.68%10,322 -235-2.2% -$1.77万 减仓
NOC NORTHROP GRUMMAN CORP $81.29万0.71%1,596 493.2% $2.50万 加仓
IYW ISHARES TR $85.88万0.75%3,405 -105-3.0% -$2.65万 减仓
VOO VANGUARD INDEX FDS $88.06万0.77%1,282 -193-13.1% -$13.26万 减仓
DVY ISHARES TR $88.67万0.77%5,673 -70-1.2% -$1.09万 减仓
QQQ INVESCO QQQ TR $89.25万0.78%1,212 141.2% $1.03万 加仓
IWF ISHARES TR $90.18万0.79%7,263 -21-0.3% -$2,608 减仓
ZM ZOOM COMMUNICATIONS INC $92.01万0.80%10,660 8,044307.5% $69.43万 加仓
VIG VANGUARD SPECIALIZED FUNDS $113.06万0.99%4,778 -400-7.7% -$9.46万 减仓
SOXX ISHARES TR $116.30万1.01%1,815 -10-0.5% -$6,408 减仓
C CITIGROUP INC $117.82万1.03%8,418 -496-5.6% -$6.94万 减仓
CVX CHEVRON CORPORATION $120.77万1.05%7,286 -4-0.1% -$663 减仓