Collaborative Wealth Managment Inc.
LAKE MARY FL · SEC CIK 0001896419
$2.18亿2026Q1 申报市值
162持仓数
49.0%前十大占比 · 第一大 8.5%
11 / 82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
BUFF 加仓+$1,724.78万
STIP 加仓+$1,030.75万
UCON 加仓+$844.73万
SPDW 加仓+$217.16万
SFLR 新建仓+$203.87万
2026Q1 卖出最多 按季末市值估算
HYMB 减仓-$578.57万
SPYV 减仓-$488.25万
SPYG 减仓-$465.67万
EMLC 减仓-$391.19万
SPTM 减仓-$315.27万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -4,462 | -100.0% | -$34.32万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,111 | -100.0% | -$32.43万 | 清仓 |
| WTPI | WISDOMTREE TR | $0 | 0.00% | 0 | -9,610 | -100.0% | -$31.73万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -8,964 | -100.0% | -$30.15万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -845 | -100.0% | -$29.64万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -506 | -100.0% | -$29.32万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -988 | -100.0% | -$29.28万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -16,567 | -100.0% | -$29.09万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,450 | -100.0% | -$28.89万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -10,545 | -100.0% | -$28.75万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,366 | -100.0% | -$28.34万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -232 | -100.0% | -$28.19万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,838 | -100.0% | -$28.13万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,461 | -100.0% | -$27.48万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,091 | -100.0% | -$27.31万 | 清仓 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,772 | -100.0% | -$27.14万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -762 | -100.0% | -$26.80万 | 清仓 |
| CAIE | CALAMOS ETF TR | $0 | 0.00% | 0 | -9,796 | -100.0% | -$26.19万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,290 | -100.0% | -$26.19万 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -1,742 | -100.0% | -$25.73万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,253 | -100.0% | -$25.63万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -5,448 | -100.0% | -$25.62万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -326 | -100.0% | -$24.98万 | 清仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -4,938 | -100.0% | -$24.89万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,091 | -100.0% | -$24.81万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,084 | -100.0% | -$24.77万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -534 | -100.0% | -$24.21万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,601 | -100.0% | -$23.87万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,080 | -100.0% | -$23.84万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -919 | -100.0% | -$23.71万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,212 | -100.0% | -$23.62万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,436 | -100.0% | -$23.45万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,070 | -100.0% | -$22.92万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,495 | -100.0% | -$22.76万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -831 | -100.0% | -$22.01万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -666 | -100.0% | -$21.99万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -388 | -100.0% | -$21.97万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,069 | -100.0% | -$21.78万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,871 | -100.0% | -$21.75万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,852 | -100.0% | -$21.71万 | 清仓 |
| EPP | ISHARES INC | $0 | 0.00% | 0 | -4,301 | -100.0% | -$21.71万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -511 | -100.0% | -$21.57万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,091 | -100.0% | -$21.00万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -5,714 | -100.0% | -$20.71万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,458 | -100.0% | -$20.47万 | 清仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | — | — | — | 申报中断 |