Clientfirst Wealth Management, LLC
LITTLE ROCK AR · SEC CIK 0001915494
$1.22亿2026Q2 申报市值
53持仓数
82.7%前十大占比 · 第一大 46.9%
4 / 2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
INTC 新建仓+$34.91万
IJR 新建仓+$23.43万
IWO 新建仓+$23.28万
IVES 新建仓+$22.86万
IBIT 加仓+$21.73万
2026Q2 卖出最多 按季末市值估算
MSTR 清仓-$23.71万
EXXON MOBIL CORP 清仓-$20.04万
IWF 减仓-$8.94万
VOO 减仓-$1.24万
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 |
|---|---|---|---|---|---|---|---|---|
| DDS | DILLARDS INC | $5,715.39万 | 46.95% | 108,160 | 59 | 0.1% | $3.12万 | 加仓 |
| IWF | ISHARES TR | $1,394.88万 | 11.46% | 112,336 | -720 | -0.6% | -$8.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $593.68万 | 4.88% | 7,950 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $474.04万 | 3.89% | 6,902 | -18 | -0.3% | -$1.24万 | 减仓 |
| AAPL | APPLE INC | $434.10万 | 3.57% | 15,002 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $351.01万 | 2.88% | 14,479 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $348.61万 | 2.86% | 11,603 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $277.69万 | 2.28% | 38,974 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $263.12万 | 2.16% | 3,741 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $219.32万 | 1.80% | 10,005 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $179.06万 | 1.47% | 2,391 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $108.43万 | 0.89% | 5,096 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $99.48万 | 0.82% | 23,652 | 852 | 3.7% | $3.58万 | 加仓 |
| SHY | ISHARES TR | $95.98万 | 0.79% | 11,689 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $92.54万 | 0.76% | 869 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $92.32万 | 0.76% | 4,066 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $74.63万 | 0.61% | 22,417 | 6,527 | 41.1% | $21.73万 | 加仓 |
| TSLA | TESLA INC | $71.92万 | 0.59% | 1,710 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $70.63万 | 0.58% | 6,252 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $68.23万 | 0.56% | 11,430 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $60.81万 | 0.50% | 19,944 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.43万 | 0.44% | 4,580 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $52.81万 | 0.43% | 7,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $51.21万 | 0.42% | 4,930 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $50.81万 | 0.42% | 4,324 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.99万 | 0.41% | 9,793 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.23万 | 0.40% | 1,504 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $44.65万 | 0.37% | 9,848 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $41.91万 | 0.34% | 8,485 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.70万 | 0.33% | 1,100 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $39.17万 | 0.32% | 1,591 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $35.71万 | 0.29% | 2,285 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $35.63万 | 0.29% | 1,593 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $35.27万 | 0.29% | 1,480 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $35.02万 | 0.29% | 1,750 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $34.91万 | 0.29% | 2,500 | 2,500 | — | $34.91万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $34.57万 | 0.28% | 4,437 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $34.00万 | 0.28% | 2,472 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $33.38万 | 0.27% | 12,520 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $33.36万 | 0.27% | 2,258 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $31.63万 | 0.26% | 1,430 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.17万 | 0.25% | 10,000 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.59万 | 0.23% | 8,700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.82万 | 0.21% | 2,280 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.53万 | 0.20% | 4,618 | 183 | 4.1% | $9,719 | 加仓 |
| ARKK | ARK ETF TR | $24.25万 | 0.20% | 3,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $23.43万 | 0.19% | 1,580 | 1,580 | — | $23.43万 | 新建仓 |
| IWO | ISHARES TR | $23.28万 | 0.19% | 591 | 591 | — | $23.28万 | 新建仓 |
| IVES | WEDBUSH SER TR | $22.86万 | 0.19% | 6,000 | 6,000 | — | $22.86万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.35万 | 0.17% | 4,201 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $20.05万 | 0.16% | 356 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $16.34万 | 0.13% | 12,275 | 3,900 | 46.6% | $5.19万 | 重新持有 |
| — | ISHARES ETHEREUM TR | $12.34万 | 0.10% | 10,378 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$23.71万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,181 | -100.0% | -$20.04万 | 清仓 |