SK Wealth Management, LLC
PROVIDENCE RI · SEC CIK 0001867958
$4.44亿2026Q2 申报市值
80持仓数
71.3%前十大占比 · 第一大 13.0%
3 / 1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
IALT 新建仓+$3,386.70万
CGIC 加仓+$1,343.02万
SPYM 加仓+$816.42万
GPIX 加仓+$659.33万
CGDV 加仓+$585.93万
2026Q2 卖出最多 按季末市值估算
DDWM 减仓-$1,135.32万
SSGA ACTIVE TR 减仓-$1,116.58万
SCHG 减仓-$398.83万
DGRW 减仓-$327.17万
EVIM 减仓-$239.49万
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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | $5,791.38万 | 13.04% | 1,026,659 | 116,882 | 12.8% | $659.33万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,421.57万 | 12.21% | 1,058,693 | 114,417 | 12.1% | $585.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,832.06万 | 8.63% | 1,069,513 | -111,312 | -9.4% | -$398.83万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $3,386.70万 | 7.63% | 1,170,248 | 1,170,248 | — | $3,386.70万 | 新建仓 |
| DDWM | WISDOMTREE TR | $3,307.11万 | 7.45% | 693,751 | -238,163 | -25.6% | -$1,135.32万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,255.18万 | 7.33% | 886,486 | 365,746 | 70.2% | $1,343.02万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,258.76万 | 5.09% | 225,628 | -32,681 | -12.7% | -$327.17万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $1,747.86万 | 3.94% | 406,952 | -1,354 | -0.3% | -$5.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,698.75万 | 3.83% | 186,676 | 89,717 | 92.5% | $816.42万 | 加仓 |
| IVV | ISHARES TR | $966.52万 | 2.18% | 12,443 | 2,483 | 24.9% | $192.87万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $935.22万 | 2.11% | 232,917 | 29,816 | 14.7% | $119.72万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $917.96万 | 2.07% | 352,860 | 391 | 0.1% | $1.02万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $892.50万 | 2.01% | 311,247 | 42,432 | 15.8% | $121.67万 | 加仓 |
| — | SSGA ACTIVE TR | $824.83万 | 1.86% | 245,336 | -332,114 | -57.5% | -$1,116.58万 | 减仓 |
| — | FLEXSHARES TR | $751.53万 | 1.69% | 31,160 | -2,344 | -7.0% | -$56.53万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $734.44万 | 1.65% | 194,656 | 20,566 | 11.8% | $77.60万 | 加仓 |
| SUSL | ISHARES TR | $680.40万 | 1.53% | 49,426 | -1,394 | -2.7% | -$19.19万 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $645.78万 | 1.45% | 122,772 | -45,531 | -27.1% | -$239.49万 | 减仓 |
| AAPL | APPLE INC | $491.68万 | 1.11% | 15,950 | -45 | -0.3% | -$1.39万 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $433.98万 | 0.98% | 164,637 | 164,637 | — | $433.98万 | 新建仓 |
| XSOE | WISDOMTREE TR | $359.02万 | 0.81% | 77,358 | -1,699 | -2.1% | -$7.89万 | 减仓 |
| IWM | ISHARES TR | $299.21万 | 0.67% | 9,974 | -780 | -7.3% | -$23.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $263.74万 | 0.59% | 12,123 | -44 | -0.4% | -$9,572 | 减仓 |
| MSFT | MICROSOFT CORP | $233.48万 | 0.53% | 4,614 | -122 | -2.6% | -$6.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $213.20万 | 0.48% | 2,758 | -94 | -3.3% | -$7.27万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $205.63万 | 0.46% | 75,907 | -12,561 | -14.2% | -$34.03万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $201.27万 | 0.45% | 71,958 | -68,379 | -48.7% | -$191.26万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $193.08万 | 0.43% | 27,659 | -19,696 | -41.6% | -$137.50万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $184.41万 | 0.42% | 2,608 | -102 | -3.8% | -$7.21万 | 减仓 |
| AMZN | AMAZON COM INC | $178.48万 | 0.40% | 6,418 | -180 | -2.7% | -$5.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $162.64万 | 0.37% | 18,237 | -3,657 | -16.7% | -$32.61万 | 减仓 |
| SUSA | ISHARES TR | $151.52万 | 0.34% | 9,547 | 886 | 10.2% | $14.06万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $142.58万 | 0.32% | 64,431 | -21,811 | -25.3% | -$48.27万 | 减仓 |
| IVW | ISHARES TR | $139.87万 | 0.32% | 9,867 | -1,394 | -12.4% | -$19.76万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $133.03万 | 0.30% | 49,033 | -2,679 | -5.2% | -$7.27万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $119.29万 | 0.27% | 3,424 | 7 | 0.2% | $2,439 | 加仓 |
| EMBX | VANECK FDS | $112.89万 | 0.25% | 22,066 | -1,014 | -4.4% | -$5.19万 | 减仓 |
| CSX | CSX CORP | $111.39万 | 0.25% | 22,225 | 65 | 0.3% | $3,258 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $106.98万 | 0.24% | 27,627 | -9,117 | -24.8% | -$35.31万 | 减仓 |
| HGER | HARBOR ETF TRUST | $105.57万 | 0.24% | 31,551 | -635 | -2.0% | -$2.12万 | 减仓 |
| — | FLEXSHARES TR | $104.12万 | 0.23% | 15,754 | -3,095 | -16.4% | -$20.46万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $90.34万 | 0.20% | 14,690 | -1,481 | -9.2% | -$9.11万 | 减仓 |
| MOAT | VANECK ETF TRUST | $89.26万 | 0.20% | 7,897 | -1,883 | -19.3% | -$21.28万 | 减仓 |
| RTX | RTX CORPORATION | $88.40万 | 0.20% | 3,944 | 16 | 0.4% | $3,586 | 加仓 |
| CWB | SPDR SERIES TRUST | $86.63万 | 0.20% | 8,361 | -1,146 | -12.1% | -$11.87万 | 减仓 |
| GOOGL | ALPHABET INC | $78.63万 | 0.18% | 2,199 | -32 | -1.4% | -$1.14万 | 减仓 |
| NUSC | NUSHARES ETF TR | $68.02万 | 0.15% | 12,956 | -1,748 | -11.9% | -$9.18万 | 减仓 |
| DSI | ISHARES TR | $63.06万 | 0.14% | 4,289 | 8 | 0.2% | $1,176 | 加仓 |
| ILCG | ISHARES TR | $57.01万 | 0.13% | 4,869 | 4 | 0.1% | $468 | 加仓 |
| QUS | SPDR SERIES TRUST | $54.50万 | 0.12% | 2,795 | -4 | -0.1% | -$780 | 减仓 |
| QQQ | INVESCO QQQ TR | $53.14万 | 0.12% | 737 | 1 | 0.1% | $721 | 加仓 |
| TSLA | TESLA INC | $50.36万 | 0.11% | 1,522 | -42 | -2.7% | -$1.39万 | 减仓 |
| GOOG | ALPHABET INC | $49.31万 | 0.11% | 1,386 | -427 | -23.6% | -$15.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.57万 | 0.11% | 927 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $45.44万 | 0.10% | 9,317 | -222 | -2.3% | -$1.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $43.56万 | 0.10% | 1,936 | 4 | 0.2% | $900 | 加仓 |
| — | HARBOR ETF TRUST | $42.03万 | 0.09% | 9,275 | -656 | -6.6% | -$2.97万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.43万 | 0.09% | 4,275 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $37.53万 | 0.08% | 10,976 | -710 | -6.1% | -$2.43万 | 减仓 |
| LLY | ELI LILLY & CO | $37.38万 | 0.08% | 303 | -8 | -2.6% | -$9,870 | 减仓 |
| VV | VANGUARD INDEX FDS | $37.30万 | 0.08% | 1,048 | -43 | -3.9% | -$1.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $37.09万 | 0.08% | 1,417 | -56 | -3.8% | -$1.47万 | 减仓 |
| — | EXXON MOBIL CORP | $35.57万 | 0.08% | 2,226 | -104 | -4.5% | -$1.66万 | 减仓 |
| NUMG | NUSHARES ETF TR | $35.21万 | 0.08% | 7,268 | -2,824 | -28.0% | -$13.68万 | 减仓 |
| IXN | ISHARES TR | $34.90万 | 0.08% | 2,503 | 3 | 0.1% | $418 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.53万 | 0.08% | 1,771 | 16 | 0.9% | $3,119 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.68万 | 0.07% | 1,700 | -218 | -11.4% | -$4.06万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $31.20万 | 0.07% | 1,018 | 2 | 0.2% | $613 | 加仓 |
| PEP | PEPSICO INC | $28.45万 | 0.06% | 2,066 | -328 | -13.7% | -$4.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.37万 | 0.06% | 678 | 9 | 1.3% | $3,766 | 加仓 |
| IWF | ISHARES TR | $28.32万 | 0.06% | 2,281 | -759 | -25.0% | -$9.42万 | 减仓 |
| IWD | ISHARES TR | $28.23万 | 0.06% | 1,093 | 4 | 0.4% | $1,033 | 加仓 |
| AVGO | BROADCOM INC | $27.36万 | 0.06% | 648 | 1 | 0.2% | $422 | 加仓 |
| MRK | MERCK & CO INC | $25.79万 | 0.06% | 1,970 | 49 | 2.6% | $6,414 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $25.65万 | 0.06% | 4,978 | 97 | 2.0% | $4,999 | 加仓 |
| ESGE | ISHARES INC | $23.37万 | 0.05% | 4,466 | 32 | 0.7% | $1,675 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $23.19万 | 0.05% | 7,567 | 425 | 6.0% | $1.30万 | 加仓 |
| — | WISDOMTREE TR | $22.74万 | 0.05% | 6,637 | 111 | 1.7% | $3,803 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.02万 | 0.05% | 397 | 397 | — | $21.02万 | 新建仓 |
| HD | HOME DEPOT INC | $20.78万 | 0.05% | 592 | -1 | -0.2% | -$351 | 重新持有 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -919 | -100.0% | -$20.97万 | 清仓 |