Echo Wealth Management, LLC
PLYMOUTH MN · SEC CIK 0001846994
$1.96亿2026Q2 申报市值
47持仓数
79.2%前十大占比 · 第一大 17.5%
2 / 2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
AVDE 加仓+$224.51万
AVIG 加仓+$221.13万
JBND 加仓+$118.30万
JPIE 加仓+$113.51万
RDVI 加仓+$69.70万
2026Q2 卖出最多 按季末市值估算
DFAI 清仓-$31.34万
UNH 减仓-$27.35万
VGSH 清仓-$20.49万
NVDA 减仓-$5.40万
MGK 减仓-$4.04万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,043 | -100.0% | -$31.34万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,500 | -100.0% | -$20.49万 | 清仓 |
| STIP | ISHARES TR | $21.65万 | 0.11% | 2,119 | 2,119 | — | $21.65万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $22.34万 | 0.11% | 4,995 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.38万 | 0.11% | 4,542 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.92万 | 0.13% | 3,379 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.37万 | 0.13% | 738 | 26 | 3.7% | $9,292 | 加仓 |
| MMM | 3M CO | $27.52万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.70万 | 0.14% | 784 | 784 | — | $27.70万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $29.78万 | 0.15% | 3,696 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.12万 | 0.17% | 588 | 2 | 0.3% | $1,127 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $34.01万 | 0.17% | 5,673 | -54 | -0.9% | -$3,237 | 减仓 |
| NVDA | NVIDIA CORPORATION | $34.60万 | 0.18% | 1,729 | -270 | -13.5% | -$5.40万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $36.28万 | 0.19% | 5,950 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $36.58万 | 0.19% | 880 | -658 | -42.8% | -$27.35万 | 减仓 |
| ECL | ECOLAB INC | $37.14万 | 0.19% | 1,333 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $41.20万 | 0.21% | 4,481 | 2,098 | 88.0% | $19.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.41万 | 0.22% | 6,016 | 300 | 5.2% | $2.16万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $44.15万 | 0.23% | 3,467 | 27 | 0.8% | $3,438 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.99万 | 0.23% | 942 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $46.53万 | 0.24% | 4,515 | 1,653 | 57.8% | $17.03万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $46.71万 | 0.24% | 5,145 | -221 | -4.1% | -$2.01万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $54.50万 | 0.28% | 10,087 | -351 | -3.4% | -$1.90万 | 减仓 |
| AFL | AFLAC INC | $82.42万 | 0.42% | 7,029 | 0 | 0.0% | — | 不变 |
| HNST | HONEST CO INC | $82.75万 | 0.42% | 226,099 | 44,917 | 24.8% | $16.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $85.16万 | 0.43% | 2,283 | 140 | 6.5% | $5.22万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $89.96万 | 0.46% | 29,978 | -521 | -1.7% | -$1.56万 | 减仓 |
| MGK | VANGUARD WORLD FD | $133.90万 | 0.68% | 15,231 | -459 | -2.9% | -$4.04万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $141.59万 | 0.72% | 47,643 | -17 | -0.0% | -$505 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $143.87万 | 0.73% | 39,385 | 6,577 | 20.0% | $24.03万 | 加仓 |
| GIS | GENERAL MILLS INC | $161.04万 | 0.82% | 46,275 | 6,664 | 16.8% | $23.19万 | 加仓 |
| COWZ | PACER FDS TR | $183.13万 | 0.93% | 29,442 | 3,631 | 14.1% | $22.58万 | 加仓 |
| AMZN | AMAZON COM INC | $194.03万 | 0.99% | 8,141 | 159 | 2.0% | $3.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $218.84万 | 1.12% | 5,914 | 146 | 2.5% | $5.40万 | 加仓 |
| AAPL | APPLE INC | $230.16万 | 1.17% | 7,954 | 624 | 8.5% | $18.06万 | 加仓 |
| DGRO | ISHARES TR | $309.16万 | 1.58% | 40,792 | 1,918 | 4.9% | $14.54万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $371.89万 | 1.90% | 72,423 | 2,148 | 3.1% | $11.03万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $394.09万 | 2.01% | 58,315 | 2,972 | 5.4% | $20.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $513.50万 | 2.62% | 43,155 | 946 | 2.2% | $11.26万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $595.51万 | 3.04% | 60,403 | 3,709 | 6.5% | $36.57万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $832.22万 | 4.25% | 91,242 | 2,853 | 3.2% | $26.02万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $859.08万 | 4.38% | 68,858 | 652 | 1.0% | $8.13万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $927.97万 | 4.74% | 72,452 | 309 | 0.4% | $3.96万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $972.77万 | 4.96% | 330,875 | 23,709 | 7.7% | $69.70万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,331.36万 | 6.79% | 137,979 | 3,020 | 2.2% | $29.14万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,557.48万 | 7.95% | 291,117 | 22,113 | 8.2% | $118.30万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,147.21万 | 10.96% | 466,277 | 24,649 | 5.6% | $113.51万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,866.79万 | 14.63% | 321,389 | 25,169 | 8.5% | $224.51万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,430.65万 | 17.51% | 828,460 | 53,401 | 6.9% | $221.13万 | 加仓 |