C2C Wealth Management, LLC
SCOTTSDALE AZ · SEC CIK 0001868903
$1.29亿2026Q2 申报市值
95持仓数
51.1%前十大占比 · 第一大 7.9%
6 / 4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
FTCS 新建仓+$150.83万
NVDA 加仓+$85.92万
XLK 加仓+$54.43万
IVV 加仓+$41.71万
SHLD 新建仓+$36.20万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$226.37万
BIO 清仓-$47.81万
IWM 减仓-$46.30万
SDIV 清仓-$40.80万
MSFT 减仓-$25.96万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,019.57万 | 7.91% | 13,614 | 557 | 4.3% | $41.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $938.39万 | 7.28% | 49,254 | 2,857 | 6.2% | $54.43万 | 加仓 |
| AAPL | APPLE INC | $907.01万 | 7.03% | 31,345 | -7,823 | -20.0% | -$226.37万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $763.19万 | 5.92% | 276,620 | -750 | -0.3% | -$2.07万 | 减仓 |
| CVX | CHEVRON CORPORATION | $590.37万 | 4.58% | 35,616 | -100 | -0.3% | -$1.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $588.93万 | 4.57% | 15,788 | -696 | -4.2% | -$25.96万 | 减仓 |
| IWM | ISHARES TR | $561.99万 | 4.36% | 18,705 | -1,541 | -7.6% | -$46.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $526.46万 | 4.08% | 18,721 | 3 | 0.0% | $844 | 加仓 |
| IJH | ISHARES TR | $359.51万 | 2.79% | 46,623 | -2,259 | -4.6% | -$17.42万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $334.56万 | 2.59% | 230,094 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $312.51万 | 2.42% | 43,861 | -1,000 | -2.2% | -$7.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $243.15万 | 1.89% | 66,146 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $236.25万 | 1.83% | 11,807 | 4,294 | 57.2% | $85.92万 | 加仓 |
| AGG | ISHARES TR | $225.59万 | 1.75% | 22,791 | -464 | -2.0% | -$4.59万 | 减仓 |
| IJK | ISHARES TR | $218.09万 | 1.69% | 18,561 | -894 | -4.6% | -$10.50万 | 减仓 |
| IJJ | ISHARES TR | $193.64万 | 1.50% | 13,108 | -866 | -6.2% | -$12.79万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $185.58万 | 1.44% | 10,258 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $180.13万 | 1.40% | 30,177 | -700 | -2.3% | -$4.18万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $171.40万 | 1.33% | 12,080 | -300 | -2.4% | -$4.26万 | 减仓 |
| IVW | ISHARES TR | $152.00万 | 1.18% | 11,052 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $150.83万 | 1.17% | 16,059 | 16,059 | — | $150.83万 | 新建仓 |
| HYLB | DBX ETF TR | $136.94万 | 1.06% | 37,498 | 325 | 0.9% | $1.19万 | 加仓 |
| IEMG | ISHARES INC | $131.43万 | 1.02% | 15,865 | -300 | -1.9% | -$2.49万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $130.39万 | 1.01% | 108,385 | -600 | -0.6% | -$7,218 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $127.79万 | 0.99% | 10,896 | -200 | -1.8% | -$2.35万 | 减仓 |
| SYK | STRYKER CORPORATION | $125.94万 | 0.98% | 4,000 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $125.73万 | 0.98% | 22,321 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $123.05万 | 0.95% | 22,953 | -240 | -1.0% | -$1.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $118.12万 | 0.92% | 14,293 | 1,026 | 7.7% | $8.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $115.54万 | 0.90% | 1,569 | 70 | 4.7% | $5.15万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $103.49万 | 0.80% | 55,850 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $102.06万 | 0.79% | 4,056 | 2 | 0.0% | $503 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $96.50万 | 0.75% | 1,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $95.16万 | 0.74% | 9,865 | -300 | -3.0% | -$2.89万 | 减仓 |
| LLY | ELI LILLY & CO | $94.75万 | 0.73% | 790 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $91.57万 | 0.71% | 3,842 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $89.31万 | 0.69% | 15,674 | -344 | -2.1% | -$1.96万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $88.58万 | 0.69% | 16,678 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $87.15万 | 0.68% | 6,374 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $82.53万 | 0.64% | 17,310 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $74.98万 | 0.58% | 3,302 | -74 | -2.2% | -$1.68万 | 减仓 |
| WPC | WP CAREY INC | $68.56万 | 0.53% | 9,589 | 10 | 0.1% | $715 | 加仓 |
| OKE | ONEOK INC NEW | $67.74万 | 0.53% | 7,792 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $65.62万 | 0.51% | 1,165 | 58 | 5.2% | $3.27万 | 加仓 |
| CSCO | CISCO SYS INC | $65.41万 | 0.51% | 5,569 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $64.46万 | 0.50% | 15,225 | -159 | -1.0% | -$6,732 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.55万 | 0.45% | 1,170 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $53.68万 | 0.42% | 1,502 | 25 | 1.7% | $8,934 | 加仓 |
| TRGP | TARGA RES CORP | $53.20万 | 0.41% | 1,984 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $50.97万 | 0.40% | 4,500 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $48.10万 | 0.37% | 1,402 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $45.46万 | 0.35% | 2,100 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $45.39万 | 0.35% | 2,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.08万 | 0.35% | 1,245 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $44.73万 | 0.35% | 15,500 | 3,500 | 29.2% | $10.10万 | 加仓 |
| LIN | LINDE PLC | $44.42万 | 0.34% | 856 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $43.00万 | 0.33% | 2,580 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $41.92万 | 0.33% | 2,751 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $41.60万 | 0.32% | 7,424 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $41.09万 | 0.32% | 21,493 | -2,304 | -9.7% | -$4.41万 | 减仓 |
| TGT | TARGET CORP | $39.84万 | 0.31% | 3,050 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $36.48万 | 0.28% | 390 | 10 | 2.6% | $9,355 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $36.31万 | 0.28% | 26,232 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $36.20万 | 0.28% | 19,000 | 19,000 | — | $36.20万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $35.21万 | 0.27% | 3,840 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.27万 | 0.27% | 590 | 590 | — | $34.27万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $33.60万 | 0.26% | 2,118 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.80万 | 0.25% | 15,845 | -85 | -0.5% | -$1,759 | 减仓 |
| HD | HOME DEPOT INC | $32.06万 | 0.25% | 909 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.95万 | 0.25% | 300 | -15 | -4.8% | -$1.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.84万 | 0.25% | 1,254 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $31.26万 | 0.24% | 2,650 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.15万 | 0.23% | 3,435 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.53万 | 0.23% | 4,104 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.84万 | 0.22% | 1,967 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.78万 | 0.22% | 3,062 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $27.26万 | 0.21% | 5,202 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.46万 | 0.20% | 1,981 | -172 | -8.0% | -$2.21万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $25.01万 | 0.19% | 3,682 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $24.88万 | 0.19% | 3,088 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $23.95万 | 0.19% | 1,632 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $23.41万 | 0.18% | 2,432 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.46万 | 0.17% | 527 | 527 | — | $22.46万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $22.26万 | 0.17% | 1,202 | 1,202 | — | $22.26万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.01万 | 0.17% | 1,989 | 3 | 0.2% | $332 | 加仓 |
| PFF | ISHARES TR | $21.70万 | 0.17% | 7,118 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.49万 | 0.17% | 2,644 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.96万 | 0.16% | 1,548 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $20.36万 | 0.16% | 622 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $20.13万 | 0.16% | 2,820 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $19.16万 | 0.15% | 23,620 | 0 | 0.0% | — | 不变 |
| — | DNA X INC | $18.28万 | 0.14% | 35,500 | 15,500 | 77.5% | $7.98万 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $13.20万 | 0.10% | 11,000 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $3.78万 | 0.03% | 15,000 | 5,000 | 50.0% | $1.26万 | 加仓 |
| — | T STAMP INC | $1.98万 | 0.02% | 10,000 | 10,000 | — | $1.98万 | 新建仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -1,715 | -100.0% | -$47.81万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -20,898 | -100.0% | -$40.80万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,118 | -100.0% | -$24.72万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,526 | -100.0% | -$23.98万 | 清仓 |