Upper Left Wealth Management, LLC
TAMPA FL · SEC CIK 0001911228
$1.80亿2026Q2 申报市值
73持仓数
42.3%前十大占比 · 第一大 6.9%
4 / 0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
IAUM 新建仓+$88.11万
SGOL 加仓+$75.82万
IGOV 加仓+$57.47万
BNDX 加仓+$52.56万
IAU 加仓+$48.46万
2026Q2 卖出最多 按季末市值估算
MU 重新持有-$71.10万
BCI 减仓-$32.97万
CTA 减仓-$18.69万
BITB 减仓-$18.06万
VEU 减仓-$15.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $23.22万 | 0.13% | 803 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.99万 | 0.13% | 2,709 | -73 | -2.6% | -$6,463 | 减仓 |
| — | ISHARES TR | $24.49万 | 0.14% | 10,983 | 194 | 1.8% | $4,326 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.56万 | 0.14% | 500 | 500 | — | $24.56万 | 新建仓 |
| EMB | ISHARES TR | $24.82万 | 0.14% | 2,574 | 176 | 7.3% | $1.70万 | 加仓 |
| IEFA | ISHARES TR | $26.75万 | 0.15% | 2,770 | -303 | -9.9% | -$2.93万 | 减仓 |
| REET | ISHARES TR | $26.77万 | 0.15% | 9,693 | 184 | 1.9% | $5,082 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $27.43万 | 0.15% | 14,095 | 367 | 2.7% | $7,142 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $28.73万 | 0.16% | 2,868 | -149 | -4.9% | -$1.49万 | 减仓 |
| SCZ | ISHARES TR | $28.78万 | 0.16% | 3,498 | 36 | 1.0% | $2,962 | 加仓 |
| DE | DEERE & CO | $29.62万 | 0.16% | 467 | 467 | — | $29.62万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.28万 | 0.17% | 9,819 | -5,670 | -36.6% | -$18.06万 | 减仓 |
| VHT | VANGUARD WORLD FD | $31.40万 | 0.17% | 1,050 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $34.36万 | 0.19% | 3,971 | 3,971 | — | $34.36万 | 新建仓 |
| EWH | ISHARES INC | $34.51万 | 0.19% | 16,495 | -403 | -2.4% | -$8,431 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.59万 | 0.20% | 317 | -616 | -66.0% | -$71.10万 | 重新持有 |
| DJP | BARCLAYS BANK PLC | $36.61万 | 0.20% | 8,375 | 2,156 | 34.7% | $9.42万 | 加仓 |
| USRT | ISHARES TR | $45.56万 | 0.25% | 6,856 | -161 | -2.3% | -$1.07万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $53.68万 | 0.30% | 33,805 | -5,014 | -12.9% | -$7.96万 | 减仓 |
| FXI | ISHARES TR | $54.13万 | 0.30% | 17,134 | 8,306 | 94.1% | $26.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $55.67万 | 0.31% | 756 | 3 | 0.4% | $2,209 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $56.66万 | 0.31% | 11,668 | -133 | -1.1% | -$6,458 | 减仓 |
| TIP | ISHARES TR | $63.73万 | 0.35% | 5,824 | 1,013 | 21.1% | $11.09万 | 加仓 |
| IAGG | ISHARES TR | $65.71万 | 0.36% | 12,986 | -2,115 | -14.0% | -$10.70万 | 减仓 |
| IWM | ISHARES TR | $68.80万 | 0.38% | 2,290 | -158 | -6.5% | -$4.75万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $70.32万 | 0.39% | 13,774 | 693 | 5.3% | $3.54万 | 加仓 |
| EBND | SPDR SERIES TRUST | $73.44万 | 0.41% | 35,106 | 7,078 | 25.3% | $14.81万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $74.76万 | 0.41% | 14,837 | -361 | -2.4% | -$1.82万 | 减仓 |
| IJR | ISHARES TR | $79.14万 | 0.44% | 5,336 | -196 | -3.5% | -$2.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $80.49万 | 0.45% | 1,172 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $87.68万 | 0.49% | 19,261 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $88.11万 | 0.49% | 22,021 | 22,021 | — | $88.11万 | 新建仓 |
| EZU | ISHARES INC | $88.15万 | 0.49% | 12,684 | 1,734 | 15.8% | $12.05万 | 加仓 |
| IEI | ISHARES TR | $89.40万 | 0.50% | 7,612 | -235 | -3.0% | -$2.76万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $112.40万 | 0.62% | 43,315 | 13,218 | 43.9% | $34.30万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $113.60万 | 0.63% | 21,939 | -311 | -1.4% | -$1.61万 | 减仓 |
| GLD | SPDR GOLD TR | $120.53万 | 0.67% | 3,272 | -27 | -0.8% | -$9,946 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $120.74万 | 0.67% | 12,521 | 2,849 | 29.5% | $27.47万 | 加仓 |
| SGOL | ETFS GOLD TR | $121.34万 | 0.67% | 31,740 | 19,833 | 166.6% | $75.82万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $122.93万 | 0.68% | 45,514 | 7,309 | 19.1% | $19.74万 | 加仓 |
| IGOV | ISHARES TR | $134.31万 | 0.74% | 32,734 | 14,006 | 74.8% | $57.47万 | 加仓 |
| IYR | ISHARES TR | $142.12万 | 0.79% | 13,899 | -181 | -1.3% | -$1.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $144.16万 | 0.80% | 4,756 | 517 | 12.2% | $15.67万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $154.16万 | 0.85% | 35,229 | 5,126 | 17.0% | $22.43万 | 加仓 |
| IEMG | ISHARES INC | $157.02万 | 0.87% | 18,955 | 2,509 | 15.3% | $20.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $237.35万 | 1.32% | 3,178 | 189 | 6.3% | $14.12万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $282.47万 | 1.57% | 18,308 | 490 | 2.8% | $7.56万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $326.29万 | 1.81% | 125,785 | -7,205 | -5.4% | -$18.69万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $330.05万 | 1.83% | 38,607 | 2,690 | 7.5% | $23.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $337.42万 | 1.87% | 47,357 | 2,181 | 4.8% | $15.54万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $341.10万 | 1.89% | 49,665 | 1,369 | 2.8% | $9.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $382.76万 | 2.12% | 45,703 | -1,858 | -3.9% | -$15.56万 | 减仓 |
| IVV | ISHARES TR | $392.94万 | 2.18% | 5,247 | 463 | 9.7% | $34.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $397.48万 | 2.20% | 66,590 | 4,744 | 7.7% | $28.32万 | 加仓 |
| EMLC | VANECK ETF TRUST | $417.91万 | 2.32% | 163,502 | 4,327 | 2.7% | $11.06万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $452.36万 | 2.51% | 170,701 | 5,848 | 3.5% | $15.50万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $462.56万 | 2.56% | 103,135 | 105 | 0.1% | $4,709 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $469.12万 | 2.60% | 97,490 | 2,039 | 2.1% | $9.81万 | 加仓 |
| MCHI | ISHARES TR | $469.55万 | 2.60% | 92,023 | -1,899 | -2.0% | -$9.69万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $470.53万 | 2.61% | 190,807 | 14,925 | 8.5% | $36.81万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $481.20万 | 2.67% | 132,708 | -2,388 | -1.8% | -$8.66万 | 减仓 |
| GLDM | WORLD GOLD TR | $493.79万 | 2.74% | 62,175 | -1,025 | -1.6% | -$8.14万 | 减仓 |
| BIL | SPDR SERIES TRUST | $533.17万 | 2.95% | 58,181 | 3,309 | 6.0% | $30.32万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $544.46万 | 3.02% | 163,550 | 12,176 | 8.0% | $40.53万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $583.34万 | 3.23% | 161,455 | -1,158 | -0.7% | -$4.18万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $624.38万 | 3.46% | 225,409 | 13,338 | 6.3% | $36.95万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $652.52万 | 3.62% | 213,173 | 12,999 | 6.5% | $39.79万 | 加仓 |
| BWX | SPDR SERIES TRUST | $664.96万 | 3.68% | 306,718 | -5,778 | -1.8% | -$12.53万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $682.59万 | 3.78% | 288,256 | 9,676 | 3.5% | $22.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $776.00万 | 4.30% | 160,232 | 10,853 | 7.3% | $52.56万 | 加仓 |
| BCI | ABRDN ETFS | $793.28万 | 4.40% | 355,096 | -14,757 | -4.0% | -$32.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,064.40万 | 5.90% | 121,120 | 573 | 0.5% | $5.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,249.68万 | 6.92% | 165,498 | 6,418 | 4.0% | $48.46万 | 加仓 |