SHELTON WEALTH MANAGEMENT, LLC
FORT WORTH TX · SEC CIK 0001903883
$2.29亿2026Q1 申报市值
137持仓数
38.5%前十大占比 · 第一大 5.7%
24 / 43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
IBTL 新建仓+$1,011.43万
IWR 加仓+$164.61万
IBTH 加仓+$155.89万
IBTI 加仓+$153.43万
IBTJ 加仓+$151.23万
2026Q1 卖出最多 按季末市值估算
IBTG 清仓-$860.13万
MU 减仓-$227.03万
LRCX 减仓-$132.04万
AFRM 清仓-$131.56万
AXTA 清仓-$120.37万
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 |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,293.54万 | 5.66% | 216,383 | 1,839 | 0.9% | $10.99万 | 加仓 |
| IBTH | ISHARES TR | $1,023.68万 | 4.48% | 456,390 | 69,502 | 18.0% | $155.89万 | 加仓 |
| IBTI | ISHARES TR | $1,021.52万 | 4.47% | 458,432 | 68,855 | 17.7% | $153.43万 | 加仓 |
| IBTJ | ISHARES TR | $1,019.84万 | 4.46% | 466,897 | 69,236 | 17.4% | $151.23万 | 加仓 |
| IBTK | ISHARES TR | $1,015.78万 | 4.44% | 515,101 | 75,372 | 17.1% | $148.63万 | 加仓 |
| IBTL | ISHARES TR | $1,011.43万 | 4.43% | 495,824 | 495,824 | — | $1,011.43万 | 新建仓 |
| IWR | ISHARES TR | $931.07万 | 4.07% | 95,760 | 16,930 | 21.5% | $164.61万 | 加仓 |
| IWB | ISHARES TR | $541.22万 | 2.37% | 15,179 | -261 | -1.7% | -$9.31万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $510.72万 | 2.23% | 55,058 | -3,260 | -5.6% | -$30.24万 | 减仓 |
| TLT | ISHARES TR | $431.19万 | 1.89% | 49,739 | -490 | -1.0% | -$4.25万 | 减仓 |
| IEI | ISHARES TR | $413.89万 | 1.81% | 34,898 | -604 | -1.7% | -$7.16万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $400.99万 | 1.75% | 156,391 | -7,069 | -4.3% | -$18.12万 | 减仓 |
| EMXC | ISHARES INC | $365.16万 | 1.60% | 46,422 | -6,847 | -12.9% | -$53.86万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $329.68万 | 1.44% | 48,284 | -4,641 | -8.8% | -$31.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $288.07万 | 1.26% | 16,518 | -2,202 | -11.8% | -$38.40万 | 减仓 |
| GOOGL | ALPHABET INC | $285.79万 | 1.25% | 9,938 | -2,378 | -19.3% | -$68.38万 | 减仓 |
| AMZN | AMAZON COM INC | $270.21万 | 1.18% | 12,974 | 398 | 3.2% | $8.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $261.69万 | 1.14% | 12,248 | -6,180 | -33.5% | -$132.04万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $254.47万 | 1.11% | 8,419 | -327 | -3.7% | -$9.88万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $239.35万 | 1.05% | 9,552 | -4,280 | -30.9% | -$107.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $237.36万 | 1.04% | 29,815 | 99 | 0.3% | $7,881 | 加仓 |
| CCJ | CAMECO CORP | $233.75万 | 1.02% | 21,522 | -4,384 | -16.9% | -$47.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $228.45万 | 1.00% | 11,230 | -2,479 | -18.1% | -$50.43万 | 减仓 |
| APP | APPLOVIN CORP | $228.05万 | 1.00% | 5,730 | -273 | -4.5% | -$10.87万 | 减仓 |
| IGM | ISHARES TR | $220.35万 | 0.96% | 18,593 | -342 | -1.8% | -$4.05万 | 减仓 |
| IJR | ISHARES TR | $210.93万 | 0.92% | 16,968 | -1,569 | -8.5% | -$19.50万 | 减仓 |
| EQT | EQT CORP | $209.89万 | 0.92% | 32,980 | 1,538 | 4.9% | $9.79万 | 加仓 |
| CSX | CSX CORP | $207.55万 | 0.91% | 50,560 | 20,877 | 70.3% | $85.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $195.72万 | 0.86% | 5,287 | 605 | 12.9% | $22.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $193.23万 | 0.85% | 2,158 | -425 | -16.5% | -$38.06万 | 减仓 |
| EMR | EMERSON ELEC CO | $192.09万 | 0.84% | 14,661 | -583 | -3.8% | -$7.64万 | 减仓 |
| TSLA | TESLA INC | $185.88万 | 0.81% | 5,000 | -346 | -6.5% | -$12.86万 | 减仓 |
| IWM | ISHARES TR | $180.02万 | 0.79% | 7,259 | -206 | -2.8% | -$5.11万 | 减仓 |
| AAPL | APPLE INC | $179.83万 | 0.79% | 7,086 | -316 | -4.3% | -$8.02万 | 减仓 |
| MELI | MERCADOLIBRE INC | $172.90万 | 0.76% | 1,000 | 109 | 12.2% | $18.85万 | 加仓 |
| ASML | ASML HLDG NV | $166.29万 | 0.73% | 1,259 | -561 | -30.8% | -$74.10万 | 减仓 |
| NU | NU HLDGS LTD | $156.21万 | 0.68% | 108,706 | -20,926 | -16.1% | -$30.07万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $155.55万 | 0.68% | 4,532 | 2,528 | 126.1% | $86.77万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $154.58万 | 0.68% | 21,491 | 8,795 | 69.3% | $63.26万 | 加仓 |
| TMUS | T-MOBILE US INC | $152.67万 | 0.67% | 7,269 | 962 | 15.3% | $20.21万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $152.33万 | 0.67% | 4,509 | -6,720 | -59.8% | -$227.03万 | 减仓 |
| ETN | EATON CORP PLC | $152.09万 | 0.67% | 4,252 | -262 | -5.8% | -$9.37万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $149.73万 | 0.66% | 15,117 | 440 | 3.0% | $4.36万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $149.26万 | 0.65% | 25,393 | -2,545 | -9.1% | -$14.96万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $149.18万 | 0.65% | 12,150 | -2,233 | -15.5% | -$27.42万 | 减仓 |
| OIH | VANECK ETF TRUST | $148.91万 | 0.65% | 3,684 | -1,273 | -25.7% | -$51.46万 | 减仓 |
| IEFA | ISHARES TR | $144.85万 | 0.63% | 16,001 | -1,333 | -7.7% | -$12.07万 | 减仓 |
| C | CITIGROUP INC | $144.65万 | 0.63% | 12,755 | -2,533 | -16.6% | -$28.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $143.93万 | 0.63% | 4,893 | -353 | -6.7% | -$10.38万 | 减仓 |
| TWLO | TWILIO INC | $143.54万 | 0.63% | 11,408 | -283 | -2.4% | -$3.56万 | 减仓 |
| V | VISA INC | $139.99万 | 0.61% | 4,632 | -89 | -1.9% | -$2.69万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $135.77万 | 0.59% | 4,862 | 580 | 13.5% | $16.20万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $134.56万 | 0.59% | 17,107 | 4,000 | 30.5% | $31.46万 | 加仓 |
| CBRE | CBRE GROUP INC | $132.62万 | 0.58% | 9,790 | 858 | 9.6% | $11.62万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $132.20万 | 0.58% | 314 | 76 | 31.9% | $32.00万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $130.70万 | 0.57% | 13,148 | 1,263 | 10.6% | $12.56万 | 加仓 |
| — | HONEYWELL INTL INC | $129.85万 | 0.57% | 5,745 | 5,745 | — | $129.85万 | 新建仓 |
| NLR | VANECK ETF TRUST | $128.50万 | 0.56% | 9,648 | -190 | -1.9% | -$2.53万 | 减仓 |
| COP | CONOCOPHILLIPS | $127.86万 | 0.56% | 9,686 | 9,686 | — | $127.86万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $122.75万 | 0.54% | 9,610 | -927 | -8.8% | -$11.84万 | 减仓 |
| NET | CLOUDFLARE INC | $121.31万 | 0.53% | 5,879 | -416 | -6.6% | -$8.58万 | 减仓 |
| KO | COCA COLA CO | $121.09万 | 0.53% | 15,922 | 15,922 | — | $121.09万 | 新建仓 |
| META | META PLATFORMS INC | $119.23万 | 0.52% | 2,084 | 214 | 11.4% | $12.24万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $116.54万 | 0.51% | 18,032 | -3,180 | -15.0% | -$20.55万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $115.92万 | 0.51% | 3,809 | 102 | 2.8% | $3.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $115.73万 | 0.51% | 3,386 | -331 | -8.9% | -$11.31万 | 减仓 |
| AVGO | BROADCOM INC | $113.27万 | 0.50% | 3,660 | 2,032 | 124.8% | $62.88万 | 加仓 |
| ONON | ON HLDG AG | $112.92万 | 0.49% | 33,193 | 4,356 | 15.1% | $14.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $112.23万 | 0.49% | 3,416 | 225 | 7.1% | $7.39万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $110.46万 | 0.48% | 3,672 | -52 | -1.4% | -$1.56万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.56万 | 0.48% | 1,295 | -304 | -19.0% | -$25.72万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $107.72万 | 0.47% | 13,452 | 13,452 | — | $107.72万 | 新建仓 |
| LLY | ELI LILLY & CO | $106.97万 | 0.47% | 1,163 | -176 | -13.1% | -$16.19万 | 减仓 |
| MDT | MEDTRONIC PLC | $105.30万 | 0.46% | 12,152 | 12,152 | — | $105.30万 | 新建仓 |
| LIN | LINDE PLC | $104.01万 | 0.46% | 2,098 | 129 | 6.6% | $6.40万 | 加仓 |
| ISCG | ISHARES TR | $103.59万 | 0.45% | 18,904 | -1,382 | -6.8% | -$7.57万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $95.29万 | 0.42% | 50,154 | -6,329 | -11.2% | -$12.03万 | 减仓 |
| D | DOMINION ENERGY INC | $95.17万 | 0.42% | 15,395 | -1,708 | -10.0% | -$10.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $93.82万 | 0.41% | 10,101 | 10,101 | — | $93.82万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $93.49万 | 0.41% | 2,372 | -43 | -1.8% | -$1.69万 | 减仓 |
| VST | VISTRA CORP | $93.37万 | 0.41% | 6,211 | 4,455 | 253.7% | $66.97万 | 加仓 |
| FTNT | FORTINET INC | $85.44万 | 0.37% | 10,455 | 10,455 | — | $85.44万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.44万 | 0.37% | 1,762 | -226 | -11.4% | -$10.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $81.58万 | 0.36% | 2,697 | 2,697 | — | $81.58万 | 新建仓 |
| — | EXXON MOBIL CORP | $80.51万 | 0.35% | 4,745 | -534 | -10.1% | -$9.06万 | 减仓 |
| KR | KROGER CO | $79.55万 | 0.35% | 10,993 | 10,993 | — | $79.55万 | 新建仓 |
| SRE | SEMPRA | $77.53万 | 0.34% | 7,979 | 7,979 | — | $77.53万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $76.96万 | 0.34% | 4,233 | -156 | -3.6% | -$2.84万 | 减仓 |
| IJH | ISHARES TR | $72.81万 | 0.32% | 10,782 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $69.78万 | 0.31% | 10,520 | 10,520 | — | $69.78万 | 新建仓 |
| KLAC | KLA CORP | $68.91万 | 0.30% | 468 | -77 | -14.1% | -$11.34万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $68.34万 | 0.30% | 14,710 | 14,710 | — | $68.34万 | 新建仓 |
| EOG | EOG RES INC | $60.87万 | 0.27% | 4,210 | -541 | -11.4% | -$7.82万 | 减仓 |
| URA | GLOBAL X FDS | $57.83万 | 0.25% | 11,941 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $55.07万 | 0.24% | 2,784 | -400 | -12.6% | -$7.91万 | 减仓 |
| MDB | MONGODB INC | $54.83万 | 0.24% | 2,240 | 2,240 | — | $54.83万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $53.73万 | 0.24% | 889 | -7 | -0.8% | -$4,231 | 减仓 |
| OEF | ISHARES TR 看涨期权 | $48.81万 | 0.21% | 4,000 | 4,000 | — | $48.81万 | 新建仓 |
| WELL | WELLTOWER INC | $43.67万 | 0.19% | 2,209 | 8 | 0.4% | $1,581 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $42.45万 | 0.19% | 6,319 | 0 | 0.0% | — | 不变 |