Spahn Wealth & Retirement LLC
SCOTTSDALE AZ · SEC CIK 0001949033
$7,856.93万2026Q1 申报市值
25持仓数
70.0%前十大占比 · 第一大 9.3%
4 / 13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
PH 新建仓+$454.24万
XLU 新建仓+$443.39万
XLE 新建仓+$323.56万
XLRE 新建仓+$280.65万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$873.74万
META 清仓-$700.09万
ANET 清仓-$594.73万
C 减仓-$541.57万
HOOD 清仓-$522.22万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $733.46万 | 9.34% | 42,056 | -50,100 | -54.4% | -$873.74万 | 减仓 |
| TSLA | TESLA INC | $687.11万 | 8.75% | 18,483 | -31 | -0.2% | -$1.15万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $581.44万 | 7.40% | 23,445 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $577.10万 | 7.35% | 20,118 | -12,805 | -38.9% | -$367.32万 | 减仓 |
| AAPL | APPLE INC | $563.77万 | 7.18% | 22,214 | -2,542 | -10.3% | -$64.51万 | 减仓 |
| C | CITIGROUP INC | $537.96万 | 6.85% | 47,435 | -47,753 | -50.2% | -$541.57万 | 减仓 |
| AMZN | AMAZON.COM INC | $518.34万 | 6.60% | 24,888 | -4,485 | -15.3% | -$93.41万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM E | $454.24万 | 5.78% | 5,074 | 5,074 | — | $454.24万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR STATE STREET UTI E | $443.39万 | 5.64% | 96,620 | 96,620 | — | $443.39万 | 新建仓 |
| MSFT | MICROSOFT CORP | $404.11万 | 5.14% | 10,917 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROU | $339.79万 | 4.32% | 50,662 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $338.90万 | 4.31% | 11,521 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENE E | $323.56万 | 4.12% | 52,817 | 52,817 | — | $323.56万 | 新建仓 |
| BAC | BANK AMERICA CORP | $302.95万 | 3.86% | 62,144 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR STATE STREET REA E | $280.65万 | 3.57% | 68,737 | 68,737 | — | $280.65万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $268.52万 | 3.42% | 16,749 | -16,867 | -50.2% | -$270.41万 | 减仓 |
| HD | HOME DEPOT INC | $166.35万 | 2.12% | 5,058 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $63.91万 | 0.81% | 11,275 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $50.93万 | 0.65% | 4,098 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC | $47.58万 | 0.61% | 113 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $45.01万 | 0.57% | 1,488 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $41.70万 | 0.53% | 1,386 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $35.33万 | 0.45% | 795 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.19万 | 0.38% | 630 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $20.64万 | 0.26% | 600 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVT GRADEBOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -10,606 | -100.0% | -$700.09万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -45,389 | -100.0% | -$594.73万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -46,173 | -100.0% | -$522.22万 | 清仓 |
| HYG | ISHARES IBOXX HIGH YIELDBOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -46,600 | -100.0% | -$436.92万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -24,137 | -100.0% | -$429.04万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -1,679 | -100.0% | -$338.19万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $0 | 0.00% | 0 | -5,363 | -100.0% | -$311.43万 | 清仓 |
| CDNS | CADENCE DESIGN SYS INC | $0 | 0.00% | 0 | -9,785 | -100.0% | -$305.86万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -4,154 | -100.0% | -$235.92万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -53,398 | -100.0% | -$206.81万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI | $0 | 0.00% | 0 | -52,816 | -100.0% | -$148.20万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -8,355 | -100.0% | -$134.49万 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS A | $0 | 0.00% | 0 | -4,968 | -100.0% | -$112.35万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |