COREPATH WEALTH PARTNERS LLC
SCOTTSDALE AZ · SEC CIK 0001845838
$1.60亿2026Q2 申报市值
46持仓数
79.3%前十大占比 · 第一大 30.7%
6 / 1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
AGG 加仓+$65.65万
ISTB 加仓+$30.41万
BGRN 新建仓+$28.72万
IVV 加仓+$27.57万
AMAT 新建仓+$25.39万
2026Q2 卖出最多 按季末市值估算
GDX 清仓-$21.31万
SPY 减仓-$9.91万
GLD 减仓-$9.81万
NVDA 减仓-$6.90万
VTV 减仓-$5.35万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,924.25万 | 30.71% | 65,739 | 368 | 0.6% | $27.57万 | 加仓 |
| EFA | ISHARES TR | $1,237.08万 | 7.72% | 119,686 | 2,049 | 1.7% | $21.18万 | 加仓 |
| AGG | ISHARES TR | $1,209.95万 | 7.55% | 123,414 | 6,696 | 5.7% | $65.65万 | 加仓 |
| IWB | ISHARES TR | $1,072.23万 | 6.69% | 26,264 | 532 | 2.1% | $21.72万 | 加仓 |
| GLD | SPDR GOLD TR | $927.33万 | 5.78% | 24,765 | -262 | -1.0% | -$9.81万 | 减仓 |
| EEM | ISHARES TR | $777.90万 | 4.85% | 117,454 | -658 | -0.6% | -$4.36万 | 减仓 |
| ISTB | ISHARES TR | $676.71万 | 4.22% | 140,922 | 6,333 | 4.7% | $30.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $643.71万 | 4.01% | 9,048 | 123 | 1.4% | $8.75万 | 加仓 |
| IUSV | ISHARES TR | $634.91万 | 3.96% | 57,271 | -231 | -0.4% | -$2.56万 | 减仓 |
| IWM | ISHARES TR | $604.06万 | 3.77% | 20,583 | 13 | 0.1% | $3,815 | 加仓 |
| EFV | ISHARES TR | $599.60万 | 3.74% | 77,248 | -309 | -0.4% | -$2.40万 | 减仓 |
| LQD | ISHARES TR | $462.52万 | 2.88% | 42,958 | 1,291 | 3.1% | $13.90万 | 加仓 |
| HYG | ISHARES TR | $377.52万 | 2.35% | 47,391 | 3,114 | 7.0% | $24.81万 | 加仓 |
| IAGG | ISHARES TR | $243.87万 | 1.52% | 48,961 | 2,585 | 5.6% | $12.88万 | 加仓 |
| IWR | ISHARES TR | $241.50万 | 1.51% | 22,166 | 926 | 4.4% | $10.09万 | 加仓 |
| INTC | INTEL CORP | $142.74万 | 0.89% | 12,948 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $118.04万 | 0.74% | 5,783 | -338 | -5.5% | -$6.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $102.37万 | 0.64% | 1,079 | 2 | 0.2% | $1,897 | 加仓 |
| AAPL | APPLE INC | $82.58万 | 0.52% | 2,635 | 188 | 7.7% | $5.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $69.05万 | 0.43% | 3,173 | -246 | -7.2% | -$5.35万 | 减仓 |
| STIP | ISHARES TR | $57.98万 | 0.36% | 5,720 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $52.91万 | 0.33% | 3,441 | -20 | -0.6% | -$3,075 | 减仓 |
| ESGV | VANGUARD WORLD FD | $52.72万 | 0.33% | 4,000 | -69 | -1.7% | -$9,094 | 减仓 |
| MSFT | MICROSOFT CORP | $52.56万 | 0.33% | 1,371 | 118 | 9.4% | $4.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $51.07万 | 0.32% | 1,939 | 53 | 2.8% | $1.40万 | 加仓 |
| TIP | ISHARES TR | $50.72万 | 0.32% | 4,694 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $47.87万 | 0.30% | 1,335 | 142 | 11.9% | $5.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $43.96万 | 0.27% | 5,112 | 96 | 1.9% | $8,255 | 加仓 |
| AMZN | AMAZON COM INC | $42.55万 | 0.27% | 1,747 | 120 | 7.4% | $2.92万 | 加仓 |
| EMNT | PIMCO ETF TR | $35.99万 | 0.22% | 3,647 | -55 | -1.5% | -$5,428 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $34.12万 | 0.21% | 2,876 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $31.43万 | 0.20% | 798 | 106 | 15.3% | $4.18万 | 加仓 |
| BGRN | ISHARES TR | $28.72万 | 0.18% | 6,097 | 6,097 | — | $28.72万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.67万 | 0.17% | 358 | -133 | -27.1% | -$9.91万 | 减仓 |
| ESGD | ISHARES TR | $26.47万 | 0.17% | 2,586 | 77 | 3.1% | $7,882 | 加仓 |
| GOOGL | ALPHABET INC | $26.38万 | 0.16% | 729 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $25.39万 | 0.16% | 445 | 445 | — | $25.39万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $24.15万 | 0.15% | 4,364 | 4,364 | — | $24.15万 | 新建仓 |
| META | META PLATFORMS INC | $23.10万 | 0.14% | 383 | 4 | 1.1% | $2,412 | 加仓 |
| SCZ | ISHARES TR | $22.73万 | 0.14% | 2,749 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $22.20万 | 0.14% | 2,300 | 1 | 0.0% | $97 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.09万 | 0.14% | 232 | 3 | 1.3% | $2,857 | 加仓 |
| AVGO | BROADCOM INC | $21.51万 | 0.13% | 553 | 553 | — | $21.51万 | 新建仓 |
| EAGG | ISHARES TR | $21.08万 | 0.13% | 4,490 | 4,490 | — | $21.08万 | 新建仓 |
| IJS | ISHARES TR | $20.24万 | 0.13% | 1,526 | -202 | -11.7% | -$2.68万 | 减仓 |
| CAT | CATERPILLAR INC | $20.19万 | 0.13% | 213 | 213 | — | $20.19万 | 新建仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,171 | -100.0% | -$21.31万 | 清仓 |