Spahn Wealth & Retirement LLC
SCOTTSDALE AZ · SEC CIK 0001949033
$1.55亿2026Q2 申报市值
38持仓数
66.2%前十大占比 · 第一大 12.7%
12 / 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
BOXX 新建仓+$1,673.44万
GRNY 新建仓+$1,277.58万
QQQ 新建仓+$1,032.29万
JPIE 加仓+$624.83万
XLV 新建仓+$562.48万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$522.80万
AAPL 减仓-$497.29万
PH 清仓-$454.24万
MSFT 减仓-$356.35万
BAC 减仓-$321.41万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1,976.48万 | 12.72% | 181,212 | 16,110 | 9.8% | $175.71万 | 重新持有 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $1,673.44万 | 10.77% | 142,919 | 142,919 | — | $1,673.44万 | 新建仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1,277.58万 | 8.22% | 462,055 | 462,055 | — | $1,277.58万 | 新建仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,032.29万 | 6.64% | 14,018 | 14,018 | — | $1,032.29万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $945.82万 | 6.09% | 31,480 | 8,035 | 34.3% | $241.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $759.48万 | 4.89% | 37,957 | -4,099 | -9.7% | -$82.02万 | 减仓 |
| JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $688.51万 | 4.43% | 121,903 | 110,628 | 981.2% | $624.83万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $683.66万 | 4.40% | 19,349 | -769 | -3.8% | -$27.17万 | 减仓 |
| C | CITIGROUP INC | $676.78万 | 4.35% | 48,355 | 920 | 1.9% | $12.88万 | 加仓 |
| TSLA | TESLA INC | $578.07万 | 3.72% | 13,744 | -4,739 | -25.6% | -$199.32万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $562.48万 | 3.62% | 35,452 | 35,452 | — | $562.48万 | 新建仓 |
| GEV | GE VERNOVA INC | $542.90万 | 3.49% | 4,621 | 4,621 | — | $542.90万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $513.15万 | 3.30% | 113,179 | 16,559 | 17.1% | $75.08万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP CLASS A | $447.75万 | 2.88% | 51,442 | 780 | 1.5% | $6.79万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $406.34万 | 2.61% | 44,850 | 44,850 | — | $406.34万 | 新建仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $386.25万 | 2.49% | 48,299 | -6,914 | -12.5% | -$55.29万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO COM | $374.50万 | 2.41% | 11,441 | -80 | -0.7% | -$2.62万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $291.19万 | 1.87% | 86,280 | 86,280 | — | $291.19万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $247.74万 | 1.59% | 6,725 | 6,725 | — | $247.74万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $208.83万 | 1.34% | 39,056 | 39,056 | — | $208.83万 | 新建仓 |
| HD | HOME DEPOT INC | $178.39万 | 1.15% | 5,058 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $167.17万 | 1.08% | 9,784 | 9,784 | — | $167.17万 | 新建仓 |
| AAPL | APPLE INC COM | $145.49万 | 0.94% | 5,028 | -17,186 | -77.4% | -$497.29万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $124.97万 | 0.80% | 37,539 | 37,539 | — | $124.97万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $112.80万 | 0.73% | 94,873 | 94,873 | — | $112.80万 | 新建仓 |
| AMZN | AMAZON COM INC COM | $70.38万 | 0.45% | 2,953 | -21,935 | -88.1% | -$522.80万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $64.87万 | 0.42% | 14,733 | -54,004 | -78.6% | -$237.78万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $50.88万 | 0.33% | 1,364 | -9,553 | -87.5% | -$356.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $50.33万 | 0.32% | 1,488 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC | $47.68万 | 0.31% | 2,675 | -150 | -5.3% | -$2.67万 | 减仓 |
| WMT | WALMART INC | $46.41万 | 0.30% | 4,098 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $39.04万 | 0.25% | 1,386 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $36.47万 | 0.23% | 795 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $32.68万 | 0.21% | 5,736 | -56,408 | -90.8% | -$321.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DELCL B NEW | $31.52万 | 0.20% | 630 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $25.66万 | 0.17% | 4,832 | -47,985 | -90.9% | -$254.85万 | 减仓 |
| RL | RALPH LAUREN CORP CLASS A | $24.08万 | 0.15% | 600 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC N CLASS A | $20.11万 | 0.13% | 1,700 | 0 | 0.0% | — | 重新持有 |
| PH | PARKER-HANNIFIN CORP COM E | $0 | 0.00% | 0 | -5,074 | -100.0% | -$454.24万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -16,749 | -100.0% | -$268.52万 | 清仓 |