Guided Capital Wealth Management, LLC
HOUSTON TX · SEC CIK 0001849618
$1.52亿2026Q1 申报市值
34持仓数
69.6%前十大占比 · 第一大 21.8%
3 / 5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
FTSM 加仓+$3,235.89万
HGER 新建仓+$774.88万
FTGC 新建仓+$340.62万
GOOGL 加仓+$18.75万
ZETA 新建仓+$15.92万
2026Q1 卖出最多 按季末市值估算
PYLD 清仓-$881.01万
USFR 减仓-$825.91万
AXP 清仓-$353.12万
SPGI 清仓-$278.12万
EHC 清仓-$219.20万
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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -330,214 | -100.0% | -$881.01万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -9,545 | -100.0% | -$353.12万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -5,322 | -100.0% | -$278.12万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -20,652 | -100.0% | -$219.20万 | 清仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -24,027 | -100.0% | -$191.90万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $15.92万 | 0.11% | 10,000 | 10,000 | — | $15.92万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $27.06万 | 0.18% | 5,323 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $27.54万 | 0.18% | 1,738 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.08万 | 0.32% | 736 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $64.74万 | 0.43% | 13,082 | 60 | 0.5% | $2,969 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $64.86万 | 0.43% | 13,004 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $65.41万 | 0.43% | 13,071 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $65.61万 | 0.43% | 1,098 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $67.94万 | 0.45% | 11,986 | 0 | 0.0% | — | 不变 |
| TCBX | THIRD COAST BANCSHARES INC | $93.19万 | 0.61% | 24,635 | -5,000 | -16.9% | -$18.91万 | 减仓 |
| NOW | SERVICENOW INC | $137.48万 | 0.91% | 13,150 | 1,048 | 8.7% | $10.96万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $161.07万 | 1.06% | 28,367 | -17,123 | -37.6% | -$97.22万 | 减仓 |
| NTRA | NATERA INC | $212.25万 | 1.40% | 10,613 | -5,173 | -32.8% | -$103.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $219.61万 | 1.45% | 5,933 | 239 | 4.2% | $8.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $231.05万 | 1.52% | 15,795 | 280 | 1.8% | $4.10万 | 加仓 |
| GOOGL | ALPHABET INC | $251.38万 | 1.66% | 8,742 | 652 | 8.1% | $18.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $262.96万 | 1.73% | 15,078 | 491 | 3.4% | $8.56万 | 加仓 |
| — | EXXON MOBIL CORP | $282.06万 | 1.86% | 16,625 | -30 | -0.2% | -$5,090 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $304.68万 | 2.01% | 8,020 | 191 | 2.4% | $7.26万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $340.62万 | 2.25% | 118,641 | 118,641 | — | $340.62万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $354.62万 | 2.34% | 8,997 | -3,409 | -27.5% | -$134.37万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $363.90万 | 2.40% | 45,751 | -584 | -1.3% | -$4.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $417.37万 | 2.75% | 7,602 | 143 | 1.9% | $7.85万 | 加仓 |
| USFR | WISDOMTREE TR | $521.52万 | 3.44% | 103,599 | -164,066 | -61.3% | -$825.91万 | 减仓 |
| IWM | ISHARES TR | $617.22万 | 4.07% | 24,888 | -7,861 | -24.0% | -$194.95万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $680.11万 | 4.49% | 61,393 | -527 | -0.9% | -$5.84万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $730.88万 | 4.82% | 86,474 | -2,280 | -2.6% | -$19.27万 | 减仓 |
| HGER | HARBOR ETF TRUST | $774.88万 | 5.11% | 249,881 | 249,881 | — | $774.88万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $799.23万 | 5.27% | 117,052 | -267 | -0.2% | -$1.82万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $873.07万 | 5.76% | 162,371 | -565 | -0.3% | -$3.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $901.36万 | 5.95% | 422,580 | -2,857 | -0.7% | -$6.09万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $934.89万 | 6.17% | 243,334 | -646 | -0.3% | -$2.48万 | 减仓 |
| QUAL | ISHARES TR | $947.56万 | 6.25% | 49,401 | -640 | -1.3% | -$12.28万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,297.60万 | 21.76% | 551,623 | 541,300 | 5,243.6% | $3,235.89万 | 加仓 |