SK Wealth Management, LLC
PROVIDENCE RI · SEC CIK 0001867958
$3.60亿2026Q1 申报市值
77持仓数
70.9%前十大占比 · 第一大 12.7%
1 / 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
EVIM 加仓+$675.45万
CSPF 加仓+$675.21万
CGIC 加仓+$350.66万
CGDV 加仓+$269.05万
GPIX 加仓+$191.38万
2026Q1 卖出最多 按季末市值估算
DDWM 减仓-$262.06万
DGRW 减仓-$124.94万
SCHG 减仓-$88.33万
SSGA ACTIVE TR 减仓-$75.93万
FLEXSHARES TR 减仓-$40.99万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -681 | -100.0% | -$20.86万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -605 | -100.0% | -$20.09万 | 清仓 |
| ESGE | ISHARES INC | $20.28万 | 0.06% | 4,434 | -1,017 | -18.7% | -$4.65万 | 减仓 |
| AVGO | BROADCOM INC | $20.33万 | 0.06% | 647 | -12 | -1.8% | -$3,771 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $20.50万 | 0.06% | 7,142 | 5 | 0.1% | $144 | 加仓 |
| — | HONEYWELL INTL INC | $20.97万 | 0.06% | 919 | -45 | -4.7% | -$1.03万 | 减仓 |
| — | WISDOMTREE TR | $22.33万 | 0.06% | 6,526 | -17 | -0.3% | -$582 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.43万 | 0.06% | 1,016 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.86万 | 0.06% | 669 | -10 | -1.5% | -$3,418 | 减仓 |
| MRK | MERCK & CO INC | $23.21万 | 0.06% | 1,921 | -44 | -2.2% | -$5,317 | 减仓 |
| IWD | ISHARES TR | $23.59万 | 0.07% | 1,089 | 2 | 0.2% | $433 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $25.27万 | 0.07% | 4,881 | 38 | 0.8% | $1,968 | 加仓 |
| IXN | ISHARES TR | $25.63万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.24万 | 0.07% | 1,918 | -220 | -10.3% | -$3.01万 | 减仓 |
| LLY | ELI LILLY & CO | $28.84万 | 0.08% | 311 | 3 | 1.0% | $2,782 | 加仓 |
| IWF | ISHARES TR | $32.83万 | 0.09% | 760 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $33.02万 | 0.09% | 1,091 | -46 | -4.0% | -$1.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.90万 | 0.10% | 1,755 | 1,755 | — | $34.90万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $35.49万 | 0.10% | 1,473 | 14 | 1.0% | $3,373 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.80万 | 0.10% | 11,686 | 97 | 0.8% | $2,972 | 加仓 |
| PEP | PEPSICO INC | $37.52万 | 0.10% | 2,394 | -28 | -1.2% | -$4,388 | 减仓 |
| — | EXXON MOBIL CORP | $38.06万 | 0.11% | 2,330 | 134 | 6.1% | $2.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $38.23万 | 0.11% | 1,932 | 260 | 15.6% | $5.14万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.39万 | 0.11% | 4,275 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $39.56万 | 0.11% | 9,539 | -6,241 | -39.6% | -$25.88万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.26万 | 0.11% | 927 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $42.11万 | 0.12% | 10,092 | -2,898 | -22.3% | -$12.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.34万 | 0.12% | 736 | 1 | 0.1% | $589 | 加仓 |
| — | HARBOR ETF TRUST | $44.54万 | 0.12% | 9,931 | -13 | -0.1% | -$583 | 减仓 |
| ILCG | ISHARES TR | $47.28万 | 0.13% | 4,865 | 5 | 0.1% | $486 | 加仓 |
| QUS | SPDR SERIES TRUST | $48.51万 | 0.13% | 2,799 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $52.58万 | 0.15% | 4,281 | 2 | 0.0% | $246 | 加仓 |
| GOOG | ALPHABET INC | $53.96万 | 0.15% | 1,813 | 415 | 29.7% | $12.35万 | 加仓 |
| TSLA | TESLA INC | $55.18万 | 0.15% | 1,564 | -26 | -1.6% | -$9,173 | 减仓 |
| GOOGL | ALPHABET INC | $66.92万 | 0.19% | 2,231 | -28 | -1.2% | -$8,398 | 减仓 |
| NUSC | NUSHARES ETF TR | $67.09万 | 0.19% | 14,704 | -921 | -5.9% | -$4.20万 | 减仓 |
| RTX | RTX CORPORATION | $77.94万 | 0.22% | 3,928 | 13 | 0.3% | $2,580 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $82.58万 | 0.23% | 16,171 | -1,446 | -8.2% | -$7.38万 | 减仓 |
| CWB | SPDR SERIES TRUST | $88.63万 | 0.25% | 9,507 | -313 | -3.2% | -$2.92万 | 减仓 |
| CSX | CSX CORP | $91.92万 | 0.25% | 22,160 | 79 | 0.4% | $3,277 | 加仓 |
| MOAT | VANECK ETF TRUST | $94.84万 | 0.26% | 9,780 | -1,376 | -12.3% | -$13.34万 | 减仓 |
| HGER | HARBOR ETF TRUST | $100.90万 | 0.28% | 32,186 | 1,934 | 6.4% | $6.06万 | 加仓 |
| — | FLEXSHARES TR | $111.55万 | 0.31% | 18,849 | -633 | -3.2% | -$3.75万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $115.49万 | 0.32% | 3,417 | 33 | 1.0% | $1.12万 | 加仓 |
| EMBX | VANECK FDS | $115.95万 | 0.32% | 23,080 | 145 | 0.6% | $7,285 | 加仓 |
| SUSA | ISHARES TR | $116.09万 | 0.32% | 8,661 | 239 | 2.8% | $3.20万 | 加仓 |
| IVW | ISHARES TR | $129.67万 | 0.36% | 11,261 | -170 | -1.5% | -$1.96万 | 减仓 |
| AMZN | AMAZON COM INC | $140.40万 | 0.39% | 6,598 | 148 | 2.3% | $3.15万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $140.86万 | 0.39% | 51,712 | -2,307 | -4.3% | -$6.28万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $145.58万 | 0.40% | 36,744 | -333 | -0.9% | -$1.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $162.05万 | 0.45% | 3,649 | 66 | 1.8% | $2.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $169.41万 | 0.47% | 2,710 | 10 | 0.4% | $6,251 | 加仓 |
| MSFT | MICROSOFT CORP | $176.59万 | 0.49% | 4,736 | -81 | -1.7% | -$3.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $187.90万 | 0.52% | 2,852 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $189.99万 | 0.53% | 86,242 | -2,142 | -2.4% | -$4.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $216.14万 | 0.60% | 12,167 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $242.05万 | 0.67% | 88,468 | -1,298 | -1.4% | -$3.55万 | 减仓 |
| IWM | ISHARES TR | $271.38万 | 0.75% | 10,754 | 567 | 5.6% | $14.31万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $304.35万 | 0.84% | 47,355 | -5,738 | -10.8% | -$36.88万 | 减仓 |
| XSOE | WISDOMTREE TR | $318.28万 | 0.88% | 79,057 | -802 | -1.0% | -$3.23万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $389.79万 | 1.08% | 140,337 | 4,195 | 3.1% | $11.65万 | 加仓 |
| AAPL | APPLE INC | $414.05万 | 1.15% | 15,995 | 763 | 5.0% | $19.75万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $565.88万 | 1.57% | 174,090 | 1,818 | 1.1% | $5.91万 | 加仓 |
| SUSL | ISHARES TR | $585.24万 | 1.62% | 50,820 | -328 | -0.6% | -$3.78万 | 减仓 |
| IVV | ISHARES TR | $659.20万 | 1.83% | 9,960 | 287 | 3.0% | $18.99万 | 加仓 |
| — | FLEXSHARES TR | $679.92万 | 1.89% | 33,504 | -2,020 | -5.7% | -$40.99万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $706.79万 | 1.96% | 203,101 | 9,615 | 5.0% | $33.46万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $723.92万 | 2.01% | 268,815 | 8,224 | 3.2% | $22.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $752.02万 | 2.09% | 96,959 | 7,619 | 8.5% | $59.09万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $886.70万 | 2.46% | 168,303 | 128,206 | 319.7% | $675.45万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $906.73万 | 2.52% | 352,469 | 262,472 | 291.6% | $675.21万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,672.42万 | 4.64% | 408,306 | 612 | 0.2% | $2.51万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,745.00万 | 4.84% | 520,740 | 104,643 | 25.1% | $350.66万 | 加仓 |
| — | SSGA ACTIVE TR | $1,766.78万 | 4.90% | 577,450 | -24,818 | -4.1% | -$75.93万 | 减仓 |
| DGRW | WISDOMTREE TR | $2,284.23万 | 6.34% | 258,309 | -14,129 | -5.2% | -$124.94万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,488.16万 | 9.68% | 1,180,825 | -29,902 | -2.5% | -$88.33万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,054.72万 | 11.25% | 944,276 | 62,657 | 7.1% | $269.05万 | 加仓 |
| DDWM | WISDOMTREE TR | $4,170.31万 | 11.57% | 931,914 | -58,562 | -5.9% | -$262.06万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $4,575.27万 | 12.69% | 909,777 | 38,055 | 4.4% | $191.38万 | 加仓 |