Clientfirst Wealth Management, LLC
LITTLE ROCK AR · SEC CIK 0001915494
$1.18亿2026Q1 申报市值
50持仓数
84.3%前十大占比 · 第一大 52.2%
2 / 1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
XLE 新建仓+$27.17万
EXXON MOBIL CORP 新建仓+$20.04万
AAPL 加仓+$15.23万
VEA 加仓+$3.20万
TSLA 加仓+$2.23万
2026Q1 卖出最多 按季末市值估算
FIDELITY ETHEREU 清仓-$24.27万
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -8,196 | -100.0% | -$24.27万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES ETHEREUM TR | $16.43万 | 0.14% | 10,378 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.04万 | 0.17% | 1,181 | 1,181 | — | $20.04万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.19万 | 0.17% | 4,201 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $20.28万 | 0.17% | 3,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $20.37万 | 0.17% | 356 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $23.71万 | 0.20% | 1,900 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.69万 | 0.23% | 8,700 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $27.11万 | 0.23% | 1,430 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $27.17万 | 0.23% | 4,435 | 4,435 | — | $27.17万 | 新建仓 |
| IVW | ISHARES TR | $27.96万 | 0.24% | 2,472 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.34万 | 0.24% | 2,280 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $29.71万 | 0.25% | 1,593 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $29.92万 | 0.25% | 2,258 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $30.52万 | 0.26% | 1,750 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $30.82万 | 0.26% | 1,480 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $32.74万 | 0.28% | 1,591 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $34.60万 | 0.29% | 2,285 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $34.79万 | 0.29% | 4,437 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $35.29万 | 0.30% | 1,100 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $35.44万 | 0.30% | 10,000 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.25万 | 0.31% | 12,520 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $39.74万 | 0.34% | 8,485 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $43.51万 | 0.37% | 4,324 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.24万 | 0.37% | 1,504 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $45.19万 | 0.38% | 9,848 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $47.89万 | 0.40% | 4,930 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.81万 | 0.49% | 9,793 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $60.24万 | 0.51% | 22,800 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $60.47万 | 0.51% | 19,944 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $61.05万 | 0.52% | 15,890 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $61.57万 | 0.52% | 869 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.78万 | 0.52% | 11,430 | 250 | 2.2% | $1.35万 | 加仓 |
| RWR | SPDR SERIES TRUST | $63.13万 | 0.53% | 6,252 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $63.57万 | 0.54% | 1,710 | 60 | 3.6% | $2.23万 | 加仓 |
| GDX | VANECK ETF TRUST | $64.24万 | 0.54% | 7,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.00万 | 0.57% | 4,580 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $85.85万 | 0.72% | 4,066 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $96.52万 | 0.81% | 11,689 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $97.80万 | 0.83% | 5,096 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $156.18万 | 1.32% | 2,391 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $203.89万 | 1.72% | 10,005 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $230.73万 | 1.95% | 3,741 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $249.75万 | 2.11% | 38,974 | 500 | 1.3% | $3.20万 | 加仓 |
| IWM | ISHARES TR | $287.75万 | 2.43% | 11,603 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $309.37万 | 2.61% | 14,479 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $380.74万 | 3.21% | 15,002 | 600 | 4.2% | $15.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $413.50万 | 3.49% | 6,920 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $517.02万 | 4.36% | 7,950 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $1,205.18万 | 10.17% | 28,264 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $6,184.57万 | 52.20% | 108,101 | 0 | 0.0% | — | 不变 |