KINTRA WEALTH, LLC
WILLIAMSPORT PA · SEC CIK 0001904432
$14.14亿2026Q1 申报市值
406持仓数
32.5%前十大占比 · 第一大 7.8%
198 / 8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
IUSV 新建仓+$4,529.17万
IUSG 新建仓+$4,384.53万
IEFA 新建仓+$4,167.54万
IJR 新建仓+$2,996.46万
IVV 加仓+$2,905.58万
2026Q1 卖出最多 按季末市值估算
GSLC 减仓-$700.47万
IGLB 减仓-$200.31万
GRNY 清仓-$171.89万
IGIB 减仓-$170.07万
SPMO 减仓-$105.39万
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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | $2,159.67万 | 1.53% | 431,589 | 23,043 | 5.6% | $115.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,413.11万 | 1.71% | 41,809 | 40,428 | 2,927.4% | $2,333.40万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,470.91万 | 1.75% | 114,894 | 14,613 | 14.6% | $314.27万 | 加仓 |
| AAPL | APPLE INC | $2,596.38万 | 1.84% | 102,304 | 71,335 | 230.3% | $1,810.41万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2,599.67万 | 1.84% | 1,550,190 | 15,647 | 1.0% | $26.24万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,659.15万 | 1.88% | 577,197 | 216,928 | 60.2% | $999.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,832.84万 | 2.00% | 162,433 | 104,658 | 181.1% | $1,825.24万 | 加仓 |
| IJR | ISHARES TR | $2,996.46万 | 2.12% | 241,048 | 241,048 | — | $2,996.46万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3,054.00万 | 2.16% | 1,162,985 | 584,162 | 100.9% | $1,534.01万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,122.52万 | 2.21% | 663,236 | 37,055 | 5.9% | $174.45万 | 加仓 |
| IVV | ISHARES TR | $3,419.59万 | 2.42% | 52,351 | 44,482 | 565.3% | $2,905.58万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $3,559.32万 | 2.52% | 284,450 | -55,979 | -16.4% | -$700.47万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $3,795.11万 | 2.68% | 1,066,340 | 37,064 | 3.6% | $131.91万 | 加仓 |
| IEFA | ISHARES TR | $4,167.54万 | 2.95% | 460,349 | 460,349 | — | $4,167.54万 | 新建仓 |
| IUSG | ISHARES TR | $4,384.53万 | 3.10% | 282,672 | 282,672 | — | $4,384.53万 | 新建仓 |
| IUSV | ISHARES TR | $4,529.17万 | 3.20% | 442,950 | 442,950 | — | $4,529.17万 | 新建仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $4,863.21万 | 3.44% | 1,900,432 | -25,055 | -1.3% | -$64.12万 | 减仓 |
| — | EA SERIES TRUST | $1.10亿 | 7.79% | 1,822,032 | 33,349 | 1.9% | $201.47万 | 加仓 |