Upper Left Wealth Management, LLC
TAMPA FL · SEC CIK 0001911228
$1.69亿2026Q1 申报市值
68持仓数
44.4%前十大占比 · 第一大 8.3%
4 / 2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
IBIT 加仓+$150.86万
BCI 加仓+$127.73万
BWX 加仓+$100.25万
BNDX 加仓+$68.46万
SCHH 加仓+$44.11万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$236.94万
GLDM 减仓-$102.10万
SCHE 减仓-$41.68万
PEGA 清仓-$35.83万
GLD 减仓-$35.63万
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 |
|---|---|---|---|---|---|---|---|---|
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$35.83万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$3.97万 | 清仓 |
| AAPL | APPLE INC | $20.37万 | 0.12% | 803 | 803 | — | $20.37万 | 新建仓 |
| EMB | ISHARES TR | $22.52万 | 0.13% | 2,398 | 42 | 1.8% | $3,945 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $22.93万 | 0.14% | 2,782 | -242 | -8.0% | -$1.99万 | 减仓 |
| REET | ISHARES TR | $23.92万 | 0.14% | 9,509 | 470 | 5.2% | $1.18万 | 加仓 |
| — | ISHARES TR | $24.12万 | 0.14% | 10,789 | 10,789 | — | $24.12万 | 新建仓 |
| SCZ | ISHARES TR | $27.15万 | 0.16% | 3,462 | -89 | -2.5% | -$6,979 | 减仓 |
| IEFA | ISHARES TR | $27.82万 | 0.16% | 3,073 | -201 | -6.1% | -$1.82万 | 减仓 |
| VHT | VANGUARD WORLD FD | $28.59万 | 0.17% | 1,050 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $29.94万 | 0.18% | 6,219 | 6,219 | — | $29.94万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $30.23万 | 0.18% | 3,017 | -131 | -4.2% | -$1.31万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $30.87万 | 0.18% | 13,728 | 13,728 | — | $30.87万 | 新建仓 |
| FXI | ISHARES TR | $31.69万 | 0.19% | 8,828 | 776 | 9.6% | $2.79万 | 加仓 |
| EWH | ISHARES INC | $39.02万 | 0.23% | 16,898 | 1,002 | 6.3% | $2.31万 | 加仓 |
| USRT | ISHARES TR | $41.53万 | 0.25% | 7,017 | -28 | -0.4% | -$1,657 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.46万 | 0.26% | 753 | 105 | 16.2% | $6.06万 | 加仓 |
| TIP | ISHARES TR | $53.09万 | 0.31% | 4,811 | -60 | -1.2% | -$6,622 | 减仓 |
| SGOL | ETFS GOLD TR | $53.13万 | 0.31% | 11,907 | -3,158 | -21.0% | -$14.09万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $54.71万 | 0.32% | 11,801 | -602 | -4.9% | -$2.79万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $57.02万 | 0.34% | 15,489 | 9,862 | 175.3% | $36.30万 | 加仓 |
| EBND | SPDR SERIES TRUST | $57.85万 | 0.34% | 28,028 | 2,694 | 10.6% | $5.56万 | 加仓 |
| IWM | ISHARES TR | $60.71万 | 0.36% | 2,448 | -251 | -9.3% | -$6.22万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $67.23万 | 0.40% | 38,819 | -2,889 | -6.9% | -$5.00万 | 减仓 |
| EZU | ISHARES INC | $68.59万 | 0.40% | 10,950 | 1,444 | 15.2% | $9.05万 | 加仓 |
| IJR | ISHARES TR | $68.77万 | 0.41% | 5,532 | 797 | 16.8% | $9.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $69.38万 | 0.41% | 15,198 | -2,870 | -15.9% | -$13.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $70.03万 | 0.41% | 1,172 | -20 | -1.7% | -$1.20万 | 减仓 |
| IAGG | ISHARES TR | $75.57万 | 0.45% | 15,101 | 4,314 | 40.0% | $21.59万 | 加仓 |
| IGOV | ISHARES TR | $76.90万 | 0.45% | 18,728 | 2,216 | 13.4% | $9.10万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $77.22万 | 0.46% | 13,081 | 3,414 | 35.3% | $20.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $85.79万 | 0.51% | 9,672 | -17 | -0.2% | -$1,508 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $90.26万 | 0.53% | 30,097 | 6,810 | 29.2% | $20.42万 | 加仓 |
| IEI | ISHARES TR | $93.07万 | 0.55% | 7,847 | 661 | 9.2% | $7.84万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $101.62万 | 0.60% | 19,261 | -1,696 | -8.1% | -$8.95万 | 减仓 |
| RWX | SPDR INDEX SHS FDS | $101.70万 | 0.60% | 38,205 | -1,459 | -3.7% | -$3.88万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $104.37万 | 0.62% | 22,250 | -1,122 | -4.8% | -$5.26万 | 减仓 |
| VB | VANGUARD INDEX FDS | $111.03万 | 0.66% | 4,239 | -314 | -6.9% | -$8.22万 | 减仓 |
| IEMG | ISHARES INC | $114.71万 | 0.68% | 16,446 | 1,476 | 9.9% | $10.30万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $127.12万 | 0.75% | 30,103 | -2,387 | -7.3% | -$10.08万 | 减仓 |
| IYR | ISHARES TR | $133.14万 | 0.79% | 14,080 | -174 | -1.2% | -$1.65万 | 减仓 |
| GLD | SPDR GOLD TR | $141.95万 | 0.84% | 3,299 | -828 | -20.1% | -$35.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.39万 | 1.15% | 2,989 | 296 | 11.0% | $19.25万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $259.77万 | 1.53% | 17,818 | 857 | 5.1% | $12.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $276.96万 | 1.64% | 35,917 | 2,906 | 8.8% | $22.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $289.49万 | 1.71% | 45,176 | 1,190 | 2.7% | $7.63万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $299.82万 | 1.77% | 48,296 | 41 | 0.1% | $2,545 | 加仓 |
| IVV | ISHARES TR | $312.50万 | 1.85% | 4,784 | 270 | 6.0% | $17.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $334.28万 | 1.97% | 61,846 | 1,989 | 3.3% | $10.75万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $357.18万 | 2.11% | 47,561 | -3,748 | -7.3% | -$28.15万 | 减仓 |
| EMLC | VANECK ETF TRUST | $399.69万 | 2.36% | 159,175 | -3,078 | -1.9% | -$7.73万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $401.90万 | 2.37% | 132,990 | 13,913 | 11.7% | $42.05万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $438.12万 | 2.59% | 175,882 | 9,115 | 5.5% | $22.71万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $438.67万 | 2.59% | 164,853 | 7,530 | 4.8% | $20.04万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $445.14万 | 2.63% | 135,096 | -12,650 | -8.6% | -$41.68万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $446.14万 | 2.63% | 95,451 | -2,901 | -2.9% | -$13.56万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $457.97万 | 2.70% | 103,030 | -3,379 | -3.2% | -$15.02万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $472.88万 | 2.79% | 162,613 | -2,468 | -1.5% | -$7.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $502.85万 | 2.97% | 54,872 | 2,747 | 5.3% | $25.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $524.88万 | 3.10% | 212,071 | -2,900 | -1.3% | -$7.18万 | 减仓 |
| MCHI | ISHARES TR | $527.65万 | 3.12% | 93,922 | 5,262 | 5.9% | $29.56万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $581.58万 | 3.43% | 151,374 | 39,266 | 35.0% | $150.86万 | 加仓 |
| GLDM | WORLD GOLD TR | $585.80万 | 3.46% | 63,200 | -11,015 | -14.8% | -$102.10万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $598.67万 | 3.53% | 278,580 | 20,524 | 8.0% | $44.11万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $603.52万 | 3.56% | 200,174 | 4,231 | 2.2% | $12.76万 | 加仓 |
| BWX | SPDR SERIES TRUST | $685.93万 | 4.05% | 312,496 | 45,670 | 17.1% | $100.25万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $717.77万 | 4.24% | 149,379 | 14,247 | 10.5% | $68.46万 | 加仓 |
| BCI | ABRDN ETFS | $898.37万 | 5.30% | 369,853 | 52,584 | 16.6% | $127.73万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $922.67万 | 5.45% | 120,547 | 104 | 0.1% | $7,960 | 加仓 |
| IAU | ISHARES GOLD TR | $1,402.45万 | 8.28% | 159,080 | -26,876 | -14.5% | -$236.94万 | 减仓 |