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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,401.58万 | 12.22% | 48,438 | -5,945 | -10.9% | -$172.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $739.85万 | 6.45% | 36,976 | -10,435 | -22.0% | -$208.79万 | 减仓 |
| AMZN | AMAZON COM INC | $687.87万 | 6.00% | 28,861 | 7,492 | 35.1% | $178.56万 | 加仓 |
| SMH | VANECK ETF TRUST | $681.44万 | 5.94% | 10,389 | -1,565 | -13.1% | -$102.65万 | 减仓 |
| GOOGL | ALPHABET INC | $515.96万 | 4.50% | 14,437 | -961 | -6.2% | -$34.34万 | 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 |
| GOOG | ALPHABET INC | $278.11万 | 2.42% | 7,871 | -1,193 | -13.2% | -$42.15万 | 减仓 |
| IVV | ISHARES TR | $263.68万 | 2.30% | 3,521 | 5 | 0.1% | $3,744 | 加仓 |
| PFFA | ETFIS SER TR I | $230.81万 | 2.01% | 112,207 | -25,100 | -18.3% | -$51.63万 | 减仓 |
| IFRA | ISHARES TR | $228.41万 | 1.99% | 36,232 | 440 | 1.2% | $2.77万 | 加仓 |
| TDTF | FLEXSHARES TR | $226.07万 | 1.97% | 95,106 | 15,882 | 20.0% | $37.75万 | 加仓 |
| DVA | DAVITA INC | $224.17万 | 1.95% | 10,076 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $219.76万 | 1.92% | 14,817 | -1,208 | -7.5% | -$17.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $218.90万 | 1.91% | 2,340 | 76 | 3.4% | $7.11万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $188.28万 | 1.64% | 39,348 | 39,348 | — | $188.28万 | 新建仓 |
| IGIB | ISHARES TR | $181.28万 | 1.58% | 34,094 | 34,094 | — | $181.28万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $168.66万 | 1.47% | 9,913 | 9,913 | — | $168.66万 | 新建仓 |
| MSFT | MICROSOFT CORP | $132.66万 | 1.16% | 3,556 | -943 | -21.0% | -$35.18万 | 减仓 |
| GEV | GE VERNOVA INC | $124.42万 | 1.08% | 1,059 | 1,059 | — | $124.42万 | 新建仓 |
| IJH | ISHARES TR | $123.41万 | 1.08% | 16,005 | -1,100 | -6.4% | -$8.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.77万 | 1.05% | 7,286 | -4 | -0.1% | -$663 | 减仓 |
| C | CITIGROUP INC | $117.82万 | 1.03% | 8,418 | -496 | -5.6% | -$6.94万 | 减仓 |
| SOXX | ISHARES TR | $116.30万 | 1.01% | 1,815 | -10 | -0.5% | -$6,408 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $113.06万 | 0.99% | 4,778 | -400 | -7.7% | -$9.46万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $92.01万 | 0.80% | 10,660 | 8,044 | 307.5% | $69.43万 | 加仓 |
| IWF | ISHARES TR | $90.18万 | 0.79% | 7,263 | -21 | -0.3% | -$2,608 | 减仓 |
| QQQ | INVESCO QQQ TR | $89.25万 | 0.78% | 1,212 | 14 | 1.2% | $1.03万 | 加仓 |
| DVY | ISHARES TR | $88.67万 | 0.77% | 5,673 | -70 | -1.2% | -$1.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $88.06万 | 0.77% | 1,282 | -193 | -13.1% | -$13.26万 | 减仓 |
| IYW | ISHARES TR | $85.88万 | 0.75% | 3,405 | -105 | -3.0% | -$2.65万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $81.29万 | 0.71% | 1,596 | 49 | 3.2% | $2.50万 | 加仓 |
| IAU | ISHARES GOLD TR | $77.94万 | 0.68% | 10,322 | -235 | -2.2% | -$1.77万 | 减仓 |
| QCOM | QUALCOMM INC | $76.41万 | 0.67% | 4,135 | -90 | -2.1% | -$1.66万 | 减仓 |
| TSLA | TESLA INC | $75.50万 | 0.66% | 1,795 | -20 | -1.1% | -$8,412 | 减仓 |
| CVS | CVS HEALTH CORP | $75.26万 | 0.66% | 7,275 | -21,587 | -74.8% | -$223.32万 | 减仓 |
| MPC | MARATHON PETE CORP | $74.86万 | 0.65% | 2,928 | 2,928 | — | $74.86万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $74.75万 | 0.65% | 648 | 648 | — | $74.75万 | 新建仓 |
| CMI | CUMMINS INC | $72.82万 | 0.63% | 1,021 | 570 | 126.4% | $40.65万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $66.75万 | 0.58% | 7,595 | -1,037 | -12.0% | -$9.11万 | 减仓 |
| TPR | TAPESTRY INC | $65.40万 | 0.57% | 4,468 | 4,468 | — | $65.40万 | 新建仓 |
| RY | ROYAL BK CDA | $61.16万 | 0.53% | 2,955 | -345 | -10.5% | -$7.14万 | 减仓 |
| NDAQ | NASDAQ INC | $58.92万 | 0.51% | 7,475 | 1,883 | 33.7% | $14.84万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $56.63万 | 0.49% | 579 | 579 | — | $56.63万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $55.81万 | 0.49% | 11,470 | 11,470 | — | $55.81万 | 新建仓 |
| IXUS | ISHARES TR | $55.08万 | 0.48% | 5,771 | 802 | 16.1% | $7.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $53.93万 | 0.47% | 1,458 | -49 | -3.3% | -$1.81万 | 减仓 |
| IHF | ISHARES TR | $53.78万 | 0.47% | 9,720 | -500 | -4.9% | -$2.77万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.68万 | 0.47% | 4,601 | -4,532 | -49.6% | -$52.87万 | 减仓 |
| IXN | ISHARES TR | $53.67万 | 0.47% | 3,715 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $53.55万 | 0.47% | 1,636 | 0 | 0.0% | — | 不变 |
| — | ADVISORS INNER CIRCLE FD II | $52.81万 | 0.46% | 14,704 | -1,035 | -6.6% | -$3.72万 | 减仓 |
| AVGO | BROADCOM INC | $50.05万 | 0.44% | 1,325 | -50 | -3.6% | -$1.89万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $49.22万 | 0.43% | 2,922 | 2,922 | — | $49.22万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $49.20万 | 0.43% | 2,896 | 2,896 | — | $49.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.19万 | 0.43% | 11,617 | -300 | -2.5% | -$1.27万 | 减仓 |
| GM | GENERAL MTRS CO | $44.04万 | 0.38% | 5,713 | 1,931 | 51.1% | $14.88万 | 加仓 |
| WFC | WELLS FARGO & CO | $43.22万 | 0.38% | 5,230 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.74万 | 0.37% | 895 | -317 | -26.2% | -$15.14万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $42.52万 | 0.37% | 856 | -135 | -13.6% | -$6.71万 | 减仓 |
| IYF | ISHARES TR | $42.27万 | 0.37% | 3,315 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $41.17万 | 0.36% | 15,020 | -375 | -2.4% | -$1.03万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.44万 | 0.34% | 2,699 | -292 | -9.8% | -$4.27万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $36.63万 | 0.32% | 1,615 | 1,615 | — | $36.63万 | 新建仓 |
| HD | HOME DEPOT INC | $36.11万 | 0.31% | 1,024 | -35 | -3.3% | -$1.23万 | 减仓 |
| IEFA | ISHARES TR | $36.02万 | 0.31% | 3,730 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $35.98万 | 0.31% | 4,512 | 4,512 | — | $35.98万 | 新建仓 |
| DSI | ISHARES TR | $35.80万 | 0.31% | 2,514 | -105 | -4.0% | -$1.50万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.25万 | 0.31% | 4,123 | -94 | -2.2% | -$8,037 | 减仓 |
| EFAV | ISHARES TR | $34.34万 | 0.30% | 3,915 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $33.97万 | 0.30% | 2,509 | -75 | -2.9% | -$1.02万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $33.75万 | 0.29% | 1,166 | 1,166 | — | $33.75万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.58万 | 0.29% | 578 | -707 | -55.0% | -$41.07万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $33.53万 | 0.29% | 10,739 | -569 | -5.0% | -$1.78万 | 减仓 |
| SRE | SEMPRA | $33.38万 | 0.29% | 3,600 | 0 | 0.0% | — | 不变 |
| XAGG | MORGAN STANLEY ETF TRUST | $33.36万 | 0.29% | 6,673 | 6,673 | — | $33.36万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $32.29万 | 0.28% | 2,995 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $32.09万 | 0.28% | 906 | -393 | -30.3% | -$13.92万 | 减仓 |
| HACK | AMPLIFY ETF TR | $31.67万 | 0.28% | 3,018 | -14 | -0.5% | -$1,469 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $31.41万 | 0.27% | 9,011 | -1,824 | -16.8% | -$6.36万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $31.26万 | 0.27% | 6,871 | -1,586 | -18.8% | -$7.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $31.24万 | 0.27% | 1,910 | -150 | -7.3% | -$2.45万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.04万 | 0.26% | 2,196 | -1,661 | -43.1% | -$22.72万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $29.76万 | 0.26% | 3,713 | -246 | -6.2% | -$1.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.27万 | 0.26% | 585 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.15万 | 0.25% | 243 | -81 | -25.0% | -$9.72万 | 减仓 |
| GE | GE AEROSPACE | $28.85万 | 0.25% | 772 | -100 | -11.5% | -$3.74万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.10万 | 0.24% | 3,828 | -29 | -0.8% | -$2,129 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $27.88万 | 0.24% | 5,276 | 5,276 | — | $27.88万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $27.44万 | 0.24% | 3,186 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.33万 | 0.23% | 2,930 | 0 | 0.0% | — | 重新持有 |
| DD | DUPONT DE NEMOURS INC | $26.08万 | 0.23% | 1,923 | 1,923 | — | $26.08万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $25.42万 | 0.22% | 5,152 | 5,152 | — | $25.42万 | 新建仓 |
| ESGU | ISHARES TR | $25.24万 | 0.22% | 1,542 | -240 | -13.5% | -$3.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.15万 | 0.22% | 2,104 | 2,104 | — | $25.15万 | 新建仓 |
| SGOL | ETFS GOLD TR | $24.23万 | 0.21% | 6,337 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $23.03万 | 0.20% | 13,693 | 13,693 | — | $23.03万 | 新建仓 |
| PFE | PFIZER INC | $22.48万 | 0.20% | 9,335 | -575 | -5.8% | -$1.38万 | 减仓 |
| CAT | CATERPILLAR INC | $22.47万 | 0.20% | 211 | 211 | — | $22.47万 | 新建仓 |
| NOW | SERVICENOW INC | $22.14万 | 0.19% | 2,230 | -2 | -0.1% | -$199 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $21.97万 | 0.19% | 2,346 | 2,346 | — | $21.97万 | 新建仓 |