Echo Wealth Management, LLC
PLYMOUTH MN · SEC CIK 0001846994
$1.74亿2026Q1 申报市值
47持仓数
79.7%前十大占比 · 第一大 18.5%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVIG 加仓+$634.92万
JBND 加仓+$562.35万
AVDE 加仓+$285.86万
AVEM 加仓+$264.07万
DNOV 加仓+$133.79万
2026Q1 卖出最多 按季末市值估算
SPEM 清仓-$277.21万
AVLV 减仓-$273.45万
AVUV 减仓-$179.13万
COWZ 减仓-$148.00万
SPYG 减仓-$128.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVIG | AMERICAN CENTY ETF TR | $3,219.60万 | 18.54% | 775,059 | 152,845 | 24.6% | $634.92万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,513.13万 | 14.47% | 296,220 | 33,694 | 12.8% | $285.86万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,034.58万 | 11.71% | 441,628 | 23,924 | 5.7% | $110.22万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,446.44万 | 8.33% | 269,004 | 104,585 | 63.6% | $562.35万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,087.50万 | 6.26% | 134,959 | 32,771 | 32.1% | $264.07万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $802.08万 | 4.62% | 72,143 | -8,418 | -10.4% | -$93.59万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $784.81万 | 4.52% | 307,166 | -28,039 | -8.4% | -$71.64万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $753.47万 | 4.34% | 68,206 | -16,215 | -19.2% | -$179.13万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $712.50万 | 4.10% | 88,389 | -33,922 | -27.7% | -$273.45万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $479.17万 | 2.76% | 56,694 | -10,283 | -15.4% | -$86.91万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $413.27万 | 2.38% | 42,209 | -13,080 | -23.7% | -$128.07万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $353.69万 | 2.04% | 55,343 | -15,976 | -22.4% | -$102.10万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $336.66万 | 1.94% | 70,275 | 27,929 | 66.0% | $133.79万 | 加仓 |
| DGRO | ISHARES TR | $272.82万 | 1.57% | 38,874 | -17,407 | -30.9% | -$122.16万 | 减仓 |
| AAPL | APPLE INC | $186.03万 | 1.07% | 7,330 | -3,423 | -31.8% | -$86.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $185.04万 | 1.07% | 5,768 | -196 | -3.3% | -$6.29万 | 减仓 |
| AMZN | AMAZON COM INC | $166.24万 | 0.96% | 7,982 | -337 | -4.1% | -$7.02万 | 减仓 |
| COWZ | PACER FDS TR | $161.47万 | 0.93% | 25,811 | -23,658 | -47.8% | -$148.00万 | 减仓 |
| GIS | GENERAL MILLS INC | $147.43万 | 0.85% | 39,611 | 3,531 | 9.8% | $13.14万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $133.45万 | 0.77% | 47,660 | -1,872 | -3.8% | -$5.24万 | 减仓 |
| MGK | VANGUARD WORLD FD | $115.30万 | 0.66% | 3,138 | -416 | -11.7% | -$15.29万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $110.79万 | 0.64% | 32,808 | 6,317 | 23.8% | $21.33万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $91.71万 | 0.53% | 30,499 | -18,940 | -38.3% | -$56.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $79.33万 | 0.46% | 2,143 | -621 | -22.5% | -$22.99万 | 减仓 |
| AFL | AFLAC INC | $77.12万 | 0.44% | 7,029 | 0 | 0.0% | — | 不变 |
| HNST | HONEST CO INC | $53.27万 | 0.31% | 181,182 | 2,421 | 1.4% | $7,118 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.61万 | 0.29% | 10,438 | -1,833 | -14.9% | -$8.71万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $42.42万 | 0.24% | 5,366 | -1,853 | -25.7% | -$14.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.62万 | 0.24% | 1,538 | -131 | -7.8% | -$3.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $41.12万 | 0.24% | 5,716 | 1,244 | 27.8% | $8.95万 | 加仓 |
| ECL | ECOLAB INC | $35.46万 | 0.20% | 1,333 | -65 | -4.6% | -$1.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $34.86万 | 0.20% | 1,999 | -22 | -1.1% | -$3,837 | 减仓 |
| META | META PLATFORMS INC | $33.53万 | 0.19% | 586 | -51 | -8.0% | -$2.92万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $33.36万 | 0.19% | 3,440 | -1,049 | -23.4% | -$10.17万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.23万 | 0.19% | 5,950 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $32.36万 | 0.19% | 5,727 | -1,582 | -21.6% | -$8.94万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.83万 | 0.18% | 942 | -587 | -38.4% | -$19.84万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $31.34万 | 0.18% | 8,043 | 8,043 | — | $31.34万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $28.58万 | 0.16% | 2,862 | 2,862 | — | $28.58万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $26.54万 | 0.15% | 924 | -92 | -9.1% | -$2.64万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $26.08万 | 0.15% | 3,379 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.69万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.36万 | 0.12% | 4,542 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $21.18万 | 0.12% | 4,995 | -1,000 | -16.7% | -$4.24万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.49万 | 0.12% | 3,500 | 3,500 | — | $20.49万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.47万 | 0.12% | 712 | 2 | 0.3% | $575 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $20.41万 | 0.12% | 2,383 | -654 | -21.5% | -$5.60万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -59,221 | -100.0% | -$277.21万 | 清仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,003 | -100.0% | -$20.32万 | 清仓 |