Guided Capital Wealth Management, LLC
HOUSTON TX · SEC CIK 0001849618
$1.71亿2026Q2 申报市值
35持仓数
70.3%前十大占比 · 第一大 22.0%
3 / 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
INFO 新建仓+$1,074.52万
FTSM 加仓+$460.60万
USFR 加仓+$354.18万
HGER 加仓+$171.93万
NOW 加仓+$38.51万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$947.56万
IWM 减仓-$216.23万
PWR 减仓-$145.74万
FIRST TR EXCHNG 减仓-$52.47万
JBND 减仓-$33.52万
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 |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,755.45万 | 21.96% | 628,737 | 77,114 | 14.0% | $460.60万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,101.14万 | 6.44% | 247,559 | 4,225 | 1.7% | $18.79万 | 加仓 |
| INFO | HARBOR ETF TRUST | $1,074.52万 | 6.28% | 395,134 | 395,134 | — | $1,074.52万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $951.81万 | 5.57% | 117,421 | 369 | 0.3% | $2.99万 | 加仓 |
| HGER | HARBOR ETF TRUST | $905.08万 | 5.29% | 308,481 | 58,600 | 23.5% | $171.93万 | 加仓 |
| USFR | WISDOMTREE TR | $875.80万 | 5.12% | 173,942 | 70,343 | 67.9% | $354.18万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $857.08万 | 5.01% | 86,934 | 460 | 0.5% | $4.54万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $851.01万 | 4.98% | 398,039 | -24,541 | -5.8% | -$52.47万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $835.16万 | 4.88% | 156,105 | -6,266 | -3.9% | -$33.52万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $818.38万 | 4.79% | 61,417 | 24 | 0.0% | $3,198 | 加仓 |
| IWM | ISHARES TR | $531.53万 | 3.11% | 17,691 | -7,197 | -28.9% | -$216.23万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $523.14万 | 3.06% | 8,481 | -516 | -5.7% | -$31.83万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $508.16万 | 2.97% | 45,554 | -197 | -0.4% | -$2.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $401.64万 | 2.35% | 5,578 | -2,024 | -26.6% | -$145.74万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $356.42万 | 2.08% | 131,764 | 13,123 | 11.1% | $35.50万 | 加仓 |
| GOOGL | ALPHABET INC | $307.16万 | 1.80% | 8,595 | -147 | -1.7% | -$5.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $305.18万 | 1.78% | 15,252 | 174 | 1.2% | $3.48万 | 加仓 |
| NTRA | NATERA INC | $287.11万 | 1.68% | 10,577 | -36 | -0.3% | -$9,772 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $243.37万 | 1.42% | 28,361 | -6 | -0.0% | -$515 | 减仓 |
| — | EXXON MOBIL CORP | $227.30万 | 1.33% | 16,625 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $221.23万 | 1.29% | 7,904 | -116 | -1.4% | -$3.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $210.68万 | 1.23% | 5,648 | -285 | -4.8% | -$10.63万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $182.74万 | 1.07% | 15,663 | -132 | -0.8% | -$1.54万 | 减仓 |
| NOW | SERVICENOW INC | $169.06万 | 0.99% | 17,029 | 3,879 | 29.5% | $38.51万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $89.83万 | 0.53% | 22,235 | -2,400 | -9.7% | -$9.70万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $77.59万 | 0.45% | 13,082 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $75.41万 | 0.44% | 1,098 | 0 | 0.0% | — | 不变 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $74.95万 | 0.44% | 13,004 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $72.64万 | 0.42% | 13,071 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $67.70万 | 0.40% | 11,986 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $55.12万 | 0.32% | 736 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $31.68万 | 0.19% | 1,738 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $26.97万 | 0.16% | 5,323 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.79万 | 0.12% | 4,112 | 4,112 | — | $20.79万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $8.65万 | 0.05% | 10,000 | 10,000 | — | $8.65万 | 新建仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -49,401 | -100.0% | -$947.56万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.92万 | 清仓 |