DENVER WEALTH MANAGEMENT, INC.
DENVER CO · SEC CIK 0001909800
$3.49亿2026Q2 申报市值
109持仓数
69.7%前十大占比 · 第一大 20.9%
17 / 8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
PVAL 新建仓+$874.71万
PYLD 新建仓+$508.55万
SPYM 加仓+$506.82万
IDEQ 加仓+$462.26万
CLIP 加仓+$235.62万
2026Q2 卖出最多 按季末市值估算
SPYV 减仓-$713.74万
IWF 减仓-$358.19万
BSCQ 减仓-$86.90万
VOO 减仓-$83.45万
XLE 清仓-$72.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $295.62万 | 0.85% | 19,426 | -1,442 | -6.9% | -$21.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $370.79万 | 1.06% | 5,035 | -1 | -0.0% | -$736 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $409.00万 | 1.17% | 5,477 | -131 | -2.3% | -$9.78万 | 减仓 |
| PYLD | PIMCO ETF TR | $508.55万 | 1.46% | 191,761 | 191,761 | — | $508.55万 | 新建仓 |
| IMCG | ISHARES TR | $715.08万 | 2.05% | 72,745 | 13,151 | 22.1% | $129.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $728.38万 | 2.09% | 61,214 | -3,765 | -5.8% | -$44.80万 | 减仓 |
| CLIP | GLOBAL X FDS | $738.23万 | 2.11% | 73,573 | 23,482 | 46.9% | $235.62万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $852.41万 | 2.44% | 105,068 | 11,491 | 12.3% | $93.23万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $853.69万 | 2.44% | 75,628 | 5,339 | 7.6% | $60.27万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $874.71万 | 2.50% | 171,680 | 171,680 | — | $874.71万 | 新建仓 |
| AAPL | APPLE INC | $888.40万 | 2.54% | 30,703 | 31 | 0.1% | $8,970 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,360.17万 | 3.89% | 167,798 | 8,540 | 5.4% | $69.23万 | 加仓 |
| IWF | ISHARES TR | $1,407.90万 | 4.03% | 113,385 | -28,847 | -20.3% | -$358.19万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,973.82万 | 5.65% | 562,823 | 131,812 | 30.6% | $462.26万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,242.93万 | 6.42% | 175,559 | 7,266 | 4.3% | $92.83万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,592.23万 | 18.87% | 217,587 | 449 | 0.2% | $13.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,295.88万 | 20.89% | 830,210 | 57,672 | 7.5% | $506.82万 | 加仓 |