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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $21.82万 | 0.19% | 999 | -214 | -17.6% | -$4.67万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $21.71万 | 0.19% | 786 | 786 | — | $21.71万 | 新建仓 |
| NVS | NOVARTIS AG | $20.83万 | 0.18% | 1,329 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $20.75万 | 0.18% | 1,744 | 1,744 | — | $20.75万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $20.40万 | 0.18% | 35,601 | -4,872 | -12.0% | -$2.79万 | 减仓 |
| IYJ | ISHARES TR | $20.33万 | 0.18% | 1,220 | 1,220 | — | $20.33万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.15万 | 0.18% | 591 | -766 | -56.4% | -$26.12万 | 重新持有 |
| — | STRATEGY SHS | $0 | 0.00% | 0 | -64,317 | -100.0% | -$189.41万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -12,927 | -100.0% | -$59.76万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,587 | -100.0% | -$30.58万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,524 | -100.0% | -$30.33万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,354 | -100.0% | -$27.51万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -7,565 | -100.0% | -$26.86万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,025 | -100.0% | -$26.52万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -6,868 | -100.0% | -$25.73万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -4,684 | -100.0% | -$23.73万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$22.25万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -989 | -100.0% | -$21.63万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -11,291 | -100.0% | -$21.08万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,275 | -100.0% | -$21.04万 | 清仓 |