DRIVE WEALTH MANAGEMENT, LLC
LEHI UT · SEC CIK 0001952781
$4.74亿2026Q1 申报市值
376持仓数
33.2%前十大占比 · 第一大 5.6%
34 / 31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
BBUS 加仓+$259.00万
EVTR 加仓+$132.71万
BRK/B 加仓+$78.63万
VEA 加仓+$58.36万
IJR 加仓+$57.12万
2026Q1 卖出最多 按季末市值估算
APP 减仓-$897.02万
MSTR 清仓-$387.59万
CLOA 减仓-$201.92万
JPLD 减仓-$149.52万
CVNA 清仓-$121.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,663.50万 | 5.62% | 415,652 | 9,108 | 2.2% | $58.36万 | 加仓 |
| IVV | ISHARES TR | $2,612.37万 | 5.51% | 39,993 | -890 | -2.2% | -$58.14万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,974.43万 | 4.17% | 168,496 | 22,103 | 15.1% | $259.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,708.17万 | 3.60% | 97,940 | 2,723 | 2.9% | $47.49万 | 加仓 |
| AAPL | APPLE INC | $1,496.02万 | 3.16% | 58,947 | -201 | -0.3% | -$5.10万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,364.39万 | 2.88% | 252,431 | 4,651 | 1.9% | $25.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,103.77万 | 2.33% | 29,817 | 1,131 | 3.9% | $41.87万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,043.16万 | 2.20% | 36,324 | 1,274 | 3.6% | $36.59万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $930.71万 | 1.96% | 179,552 | -38,954 | -17.8% | -$201.92万 | 减仓 |
| AMZN | AMAZON COM INC | $847.67万 | 1.79% | 40,701 | 497 | 1.2% | $10.35万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $846.15万 | 1.79% | 396,511 | 24,259 | 6.5% | $51.77万 | 加仓 |
| IJR | ISHARES TR | $785.73万 | 1.66% | 63,207 | 4,595 | 7.8% | $57.12万 | 加仓 |
| GOOGL | ALPHABET INC | $763.88万 | 1.61% | 26,565 | -172 | -0.6% | -$4.95万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $704.48万 | 1.49% | 134,983 | -28,649 | -17.5% | -$149.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $650.73万 | 1.37% | 13,580 | 1,641 | 13.7% | $78.63万 | 加仓 |
| META | META PLATFORMS INC | $575.39万 | 1.21% | 10,057 | 465 | 4.8% | $26.60万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $567.62万 | 1.20% | 111,395 | 26,045 | 30.5% | $132.71万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $530.82万 | 1.12% | 194,938 | -38,016 | -16.3% | -$103.52万 | 减仓 |
| — | EXXON MOBIL CORP | $517.10万 | 1.09% | 30,478 | -1,327 | -4.2% | -$22.51万 | 减仓 |
| EFV | ISHARES TR | $513.26万 | 1.08% | 69,033 | -13,011 | -15.9% | -$96.74万 | 减仓 |
| AVGO | BROADCOM INC | $501.47万 | 1.06% | 16,202 | -798 | -4.7% | -$24.70万 | 减仓 |
| GOOG | ALPHABET INC | $484.48万 | 1.02% | 16,889 | -2,158 | -11.3% | -$61.90万 | 减仓 |
| TSLA | TESLA INC | $474.08万 | 1.00% | 12,753 | -268 | -2.1% | -$9.96万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $428.48万 | 0.90% | 99,346 | 11,211 | 12.7% | $48.35万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $386.74万 | 0.82% | 55,335 | 6,346 | 13.0% | $44.35万 | 加仓 |
| CAT | CATERPILLAR INC | $380.82万 | 0.80% | 5,375 | -557 | -9.4% | -$39.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $380.75万 | 0.80% | 11,869 | 145 | 1.2% | $4.65万 | 加仓 |
| WMT | WALMART INC | $363.24万 | 0.77% | 29,169 | -1,433 | -4.7% | -$17.85万 | 减仓 |
| TFLO | ISHARES TR | $352.68万 | 0.74% | 69,659 | -15,555 | -18.3% | -$78.75万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $315.18万 | 0.67% | 74,388 | 8,324 | 12.6% | $35.27万 | 加仓 |
| IBDR | ISHARES TR | $306.44万 | 0.65% | 126,419 | -21,510 | -14.5% | -$52.14万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $299.40万 | 0.63% | 119,857 | -24,565 | -17.0% | -$61.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $277.91万 | 0.59% | 9,448 | -371 | -3.8% | -$10.91万 | 减仓 |
| LLY | ELI LILLY & CO | $271.53万 | 0.57% | 2,952 | 188 | 6.8% | $17.29万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $253.99万 | 0.54% | 36,335 | 3,572 | 10.9% | $24.97万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $241.09万 | 0.51% | 60,062 | -13,042 | -17.8% | -$52.35万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $239.49万 | 0.51% | 77,731 | 13,270 | 20.6% | $40.88万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $235.83万 | 0.50% | 73,194 | 8,467 | 13.1% | $27.28万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $235.38万 | 0.50% | 42,396 | 6,695 | 18.8% | $37.17万 | 加仓 |
| V | VISA INC | $231.86万 | 0.49% | 7,672 | -547 | -6.7% | -$16.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $229.10万 | 0.48% | 3,834 | -755 | -16.5% | -$45.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $226.88万 | 0.48% | 2,277 | 221 | 10.7% | $22.02万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $224.55万 | 0.47% | 48,742 | -10,361 | -17.5% | -$47.73万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $222.43万 | 0.47% | 82,658 | 8,048 | 10.8% | $21.66万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $222.18万 | 0.47% | 23,377 | 13 | 0.1% | $1,236 | 加仓 |
| XSOE | WISDOMTREE TR | $221.02万 | 0.47% | 55,118 | 5,530 | 11.2% | $22.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $199.61万 | 0.42% | 9,648 | -1,045 | -9.8% | -$21.62万 | 减仓 |
| DGRO | ISHARES TR | $197.43万 | 0.42% | 28,132 | 1,717 | 6.5% | $12.05万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $195.37万 | 0.41% | 51,063 | -9,256 | -15.3% | -$35.41万 | 减仓 |
| WFC | WELLS FARGO & CO | $180.85万 | 0.38% | 22,717 | 465 | 2.1% | $3.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $179.01万 | 0.38% | 5,296 | 237 | 4.7% | $8.01万 | 加仓 |
| CALF | PACER FDS TR | $166.46万 | 0.35% | 37,097 | -7,874 | -17.5% | -$35.33万 | 减仓 |
| BLK | BLACKROCK INC | $159.83万 | 0.34% | 1,662 | -146 | -8.1% | -$14.04万 | 减仓 |
| DE | DEERE & CO | $159.31万 | 0.34% | 2,820 | -398 | -12.4% | -$22.48万 | 减仓 |
| IBDS | ISHARES TR | $153.88万 | 0.32% | 63,483 | -11,023 | -14.8% | -$26.72万 | 减仓 |
| MCD | MCDONALDS CORP | $150.50万 | 0.32% | 4,842 | -420 | -8.0% | -$13.05万 | 减仓 |
| NEM | NEWMONT CORP | $149.31万 | 0.32% | 13,793 | 89 | 0.6% | $9,634 | 加仓 |
| ABBV | ABBVIE INC | $148.70万 | 0.31% | 6,837 | 149 | 2.2% | $3.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $147.62万 | 0.31% | 4,356 | -641 | -12.8% | -$21.72万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $146.95万 | 0.31% | 7,224 | 1,321 | 22.4% | $26.87万 | 加仓 |
| NFLX | NETFLIX INC. | $143.53万 | 0.30% | 14,928 | 176 | 1.2% | $1.69万 | 加仓 |
| KO | COCA COLA CO | $143.09万 | 0.30% | 18,686 | 84 | 0.5% | $6,432 | 加仓 |
| CSCO | CISCO SYS INC | $139.71万 | 0.29% | 18,006 | 571 | 3.3% | $4.43万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $138.91万 | 0.29% | 26,318 | 959 | 3.8% | $5.06万 | 加仓 |
| IBTG | ISHARES TR | $138.12万 | 0.29% | 60,276 | -13,353 | -18.1% | -$30.60万 | 减仓 |
| IBDV | ISHARES TR | $133.47万 | 0.28% | 60,971 | -9,176 | -13.1% | -$20.09万 | 减仓 |
| IBDW | ISHARES TR | $132.70万 | 0.28% | 63,401 | -11,332 | -15.2% | -$23.72万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $132.56万 | 0.28% | 12,911 | -2,265 | -14.9% | -$23.26万 | 减仓 |
| UNP | UNION PAC CORP | $130.06万 | 0.27% | 5,361 | -725 | -11.9% | -$17.59万 | 减仓 |
| IAU | ISHARES GOLD TR | $129.43万 | 0.27% | 14,681 | 1,425 | 10.7% | $12.56万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $129.37万 | 0.27% | 77,889 | -2,081 | -2.6% | -$3.46万 | 减仓 |
| IHDG | WISDOMTREE TR | $128.02万 | 0.27% | 26,588 | 3,499 | 15.2% | $16.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $127.86万 | 0.27% | 8,741 | 353 | 4.2% | $5.16万 | 加仓 |
| IBDU | ISHARES TR | $127.31万 | 0.27% | 54,735 | -8,711 | -13.7% | -$20.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $127.26万 | 0.27% | 2,547 | -265 | -9.4% | -$13.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $126.76万 | 0.27% | 5,186 | 1,069 | 26.0% | $26.13万 | 加仓 |
| IBDT | ISHARES TR | $124.91万 | 0.26% | 49,312 | -7,801 | -13.7% | -$19.76万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $117.68万 | 0.25% | 3,014 | -472 | -13.5% | -$18.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.69万 | 0.24% | 3,356 | 130 | 4.0% | $4.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $114.28万 | 0.24% | 6,852 | 598 | 9.6% | $9.97万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $111.58万 | 0.24% | 32,145 | 23 | 0.1% | $798 | 加仓 |
| GE | GE AEROSPACE | $110.28万 | 0.23% | 3,880 | 59 | 1.5% | $1.68万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $109.60万 | 0.23% | 38,175 | 7,997 | 26.5% | $22.96万 | 加仓 |
| MRK | MERCK & CO INC | $109.13万 | 0.23% | 9,012 | 1,083 | 13.7% | $13.11万 | 加仓 |
| ORCL | ORACLE CORP | $108.66万 | 0.23% | 7,387 | 141 | 1.9% | $2.07万 | 加仓 |
| RTX | RTX CORPORATION | $104.76万 | 0.22% | 5,431 | -129 | -2.3% | -$2.49万 | 减仓 |
| TXT | TEXTRON INC | $100.01万 | 0.21% | 11,419 | -2,012 | -15.0% | -$17.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $99.28万 | 0.21% | 4,641 | 242 | 5.5% | $5.18万 | 加仓 |
| HLN | HALEON PLC | $98.61万 | 0.21% | 98,513 | -384 | -0.4% | -$3,844 | 减仓 |
| PG | PROCTER & GAMBLE CO | $93.66万 | 0.20% | 6,484 | 351 | 5.7% | $5.07万 | 加仓 |
| BAC | BANK AMERICA CORP | $93.05万 | 0.20% | 19,087 | -4,487 | -19.0% | -$21.87万 | 减仓 |
| TJX | TJX COS INC NEW | $92.72万 | 0.20% | 5,806 | 25 | 0.4% | $3,993 | 加仓 |
| — | WISDOMTREE TR | $92.64万 | 0.20% | 23,305 | 2,852 | 13.9% | $11.34万 | 加仓 |
| APH | AMPHENOL CORP | $92.49万 | 0.20% | 7,306 | -716 | -8.9% | -$9.06万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $92.31万 | 0.19% | 9,428 | -376 | -3.8% | -$3.68万 | 减仓 |
| KVUE | KENVUE INC | $91.45万 | 0.19% | 53,048 | -3,970 | -7.0% | -$6.84万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $90.87万 | 0.19% | 14,818 | -2,247 | -13.2% | -$13.78万 | 减仓 |
| HD | HOME DEPOT INC | $90.57万 | 0.19% | 2,753 | 33 | 1.2% | $1.09万 | 加仓 |
| IDV | ISHARES TR | $89.29万 | 0.19% | 20,981 | 2,219 | 11.8% | $9.44万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $88.96万 | 0.19% | 3,151 | -912 | -22.4% | -$25.75万 | 减仓 |