13F 机构持仓

REICON WEALTH ADVISORS, LLC

ATLANTA GA · SEC CIK 0001888847

2026Q22026Q1 更早 9 个季度 🔒
$1.32亿2026Q1 申报市值
72持仓数
88.5%前十大占比 · 第一大 42.9%
19 / 2新建仓 / 清仓
申报市值走势$1.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 42.9%
EQWL 30.3%
RSP 6.2%
VOO 2.1%
VCIT 1.6%
BRK/B 1.6%
AGG 1.4%
SPY 看涨期权 1.1%
RSPT 0.7%
IVV 0.7%

2026Q1 买入最多 按季末市值估算

EQWL 加仓+$1,100.77万
CAT 新建仓+$42.51万
AAPL 新建仓+$35.86万
MCD 新建仓+$33.47万
IGIB 新建仓+$29.30万

2026Q1 卖出最多 按季末市值估算

SPY 减仓-$1,199.81万
RSP 减仓-$126.57万
VCIT 减仓-$99.03万
TLT 减仓-$47.30万
SDVY 减仓-$36.67万

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
SPY STATE STR SPDR S&P 500 ETF T $5,649.95万42.87%86,877 -18,449-17.5% -$1,199.81万 减仓
EQWL INVESCO EXCHANGE TRADED FD T $3,995.65万30.32%346,724 95,52038.0% $1,100.77万 加仓
RSP INVESCO EXCHANGE TRADED FD T $814.85万6.18%42,458 -6,595-13.4% -$126.57万 减仓
VOO VANGUARD INDEX FDS $272.37万2.07%4,558 3989.6% $23.78万 加仓
VCIT VANGUARD SCOTTSDALE FDS $216.70万1.64%26,187 -11,967-31.4% -$99.03万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $207.64万1.58%4,333 200.5% $9,584 加仓
AGG ISHARES TR $180.19万1.37%18,152 5463.1% $5.42万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $149.58万1.14%2,300 30015.0% $19.51万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $88.50万0.67%19,555 1,78410.0% $8.07万 加仓
IVV ISHARES TR $88.01万0.67%1,347 786.1% $5.10万 加仓
JPST J P MORGAN EXCHANGE TRADED F $78.19万0.59%15,450 -4,142-21.1% -$20.96万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $76.92万0.58%16,697 -6,791-28.9% -$31.29万 减仓
BINC BLACKROCK ETF TRUST II $75.76万0.57%14,589 -1,943-11.8% -$10.09万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $67.37万0.51%17,087 -9,300-35.2% -$36.67万 减仓
VCSH VANGUARD SCOTTSDALE FDS $60.21万0.46%7,595 00.0% — 不变
IWV ISHARES TR $55.42万0.42%1,495 00.0% — 不变
BSV VANGUARD BD INDEX FDS $45.09万0.34%5,750 00.0% — 不变
HD HOME DEPOT INC $42.56万0.32%1,294 26726.0% $8.78万 加仓
CAT CATERPILLAR INC $42.51万0.32%600 600— $42.51万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $41.85万0.32%7,383 1,10317.6% $6.25万 加仓
BXSL BLACKSTONE SECD LENDING FD $37.65万0.29%15,894 6,62071.4% $15.68万 加仓
JPM JPMORGAN CHASE & CO $37.14万0.28%1,263 27728.1% $8.15万 加仓
MSFT MICROSOFT CORP $36.68万0.28%991 549124.2% $20.32万 加仓
SPHB INVESCO EXCH TRADED FD TR II $36.37万0.28%3,137 -569-15.4% -$6.60万 减仓
AAPL APPLE INC $35.86万0.27%1,413 1,413— $35.86万 新建仓
BND VANGUARD BD INDEX FDS $35.64万0.27%4,840 00.0% — 不变
GDEC FIRST TR EXCHNG TRADED FD VI $34.04万0.26%9,194 1,58720.9% $5.88万 加仓
MCD MCDONALDS CORP $33.47万0.25%1,077 1,077— $33.47万 新建仓
PKW INVESCO EXCHANGE TRADED FD T $30.52万0.23%2,325 72445.2% $9.50万 加仓
GS GOLDMAN SACHS GROUP INC $29.95万0.23%354 102.9% $8,460 加仓
IGIB ISHARES TR $29.30万0.22%5,505 5,505— $29.30万 新建仓
ARCC ARES CAPITAL CORP $28.95万0.22%16,066 4,25736.0% $7.67万 加仓
RSPG INVESCO EXCHANGE TRADED FD T $26.68万0.20%2,437 23110.5% $2.53万 加仓
HYBB ISHARES TR $26.49万0.20%5,698 -1,063-15.7% -$4.94万 减仓
MLPA GLOBAL X FDS $26.13万0.20%4,850 4,850— $26.13万 新建仓
JAAA JANUS DETROIT STR TR $25.96万0.20%5,153 -1,417-21.6% -$7.14万 减仓
KO COCA COLA CO $25.87万0.20%3,402 3,402— $25.87万 新建仓
VXUS VANGUARD STAR FDS $25.12万0.19%3,258 3,258— $25.12万 新建仓
AMZN AMAZON COM INC $25.04万0.19%1,202 21922.3% $4.56万 加仓
MSDL MORGAN STANLEY DIRECT LENDIN $24.22万0.18%17,349 4,38033.8% $6.11万 加仓
IGEB ISHARES TR $24.20万0.18%5,370 5,370— $24.20万 新建仓
TLT ISHARES TR $21.72万0.16%2,505 -5,456-68.5% -$47.30万 减仓
PFF ISHARES TR $20.84万0.16%6,875 -1,860-21.3% -$5.64万 减仓
MS MORGAN STANLEY $20.24万0.15%1,230 -670-35.3% -$11.03万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $18.54万0.14%3,024 82637.6% $5.07万 加仓
PCEF INVESCO EXCH TRADED FD TR II $18.15万0.14%9,643 -4,171-30.2% -$7.85万 减仓
VTI VANGUARD INDEX FDS $16.04万0.12%500 -70-12.3% -$2.25万 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $15.53万0.12%4,011 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $15.18万0.12%3,722 00.0% — 不变
BIL SPDR SERIES TRUST $15.18万0.12%1,656 -3,588-68.4% -$32.88万 减仓
GFEB FIRST TR EXCHNG TRADED FD VI $15.03万0.11%3,657 3,657— $15.03万 新建仓
IWM ISHARES TR $14.88万0.11%600 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $14.00万0.11%3,624 1,27754.4% $4.93万 加仓
GSEP FIRST TR EXCHNG TRADED FD VI $13.41万0.10%3,519 62221.5% $2.37万 加仓
CLOA BLACKROCK ETF TRUST II $12.19万0.09%2,351 29114.1% $1.51万 加仓
VGIT VANGUARD SCOTTSDALE FDS $11.91万0.09%2,000 00.0% — 不变
CARY ANGEL OAK FUNDS TRUST $9.97万0.08%4,800 4,800— $9.97万 新建仓
QUS SPDR SERIES TRUST $7.72万0.06%450 450— $7.72万 新建仓
— ANGEL OAK FUNDS TRUST $6.45万0.05%7,453 7,453— $6.45万 新建仓
FSEP FIRST TR EXCHNG TRADED FD VI $4.88万0.04%970 970— $4.88万 新建仓
JSI JANUS DETROIT STR TR $4.64万0.04%900 900— $4.64万 新建仓
IJH ISHARES TR $3.38万0.03%500 500— $3.38万 新建仓
IJR ISHARES TR $2.93万0.02%236 200555.6% $2.49万 加仓
SPLV INVESCO EXCH TRADED FD TR II $2.48万0.02%339 339— $2.48万 新建仓
RSPF INVESCO EXCHANGE TRADED FD T $2.46万0.02%344 309882.9% $2.21万 加仓
IGV ISHARES TR $1.44万0.01%180 180— $1.44万 新建仓
PRF INVESCO EXCHANGE TRADED FD T $1.43万0.01%300 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $1.13万0.01%241 -119-33.1% -$5,587 减仓
SHY ISHARES TR $4,1290.00%50 50— $4,129 新建仓
IEF ISHARES TR $4,1040.00%43 00.0% — 不变
AGZ ISHARES TR $3,9500.00%36 36— $3,950 新建仓
IEI ISHARES TR $3,3210.00%28 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $00.00%0 —— — 申报中断
QQQ INVESCO QQQ TR $00.00%0 —— — 申报中断
SRLN SSGA ACTIVE ETF TR $00.00%0 -5,169-100.0% -$21.33万 清仓
GOOG ALPHABET INC $00.00%0 —— — 申报中断
GOOGL ALPHABET INC $00.00%0 —— — 申报中断
VV VANGUARD INDEX FDS $00.00%0 -102-100.0% -$3.21万 清仓