STAPP WEALTH MANAGEMENT, PLLC
OLYMPIA WA · SEC CIK 0001954085
$7,832.73万2026Q1 申报市值
30持仓数
71.9%前十大占比 · 第一大 11.5%
4 / 6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
WCPB 新建仓+$812.10万
XOP 新建仓+$413.45万
TIDAL TRUST II 新建仓+$265.98万
XLP 新建仓+$151.44万
DCRE 加仓+$34.36万
2026Q1 卖出最多 按季末市值估算
TOTL 清仓-$757.24万
CLIP 减仓-$443.81万
VHT 清仓-$160.59万
GLDM 减仓-$130.03万
SLV 清仓-$124.46万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $902.45万 | 11.52% | 247,585 | -1,477 | -0.6% | -$5.38万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $812.10万 | 10.37% | 321,115 | 321,115 | — | $812.10万 | 新建仓 |
| GDE | WISDOMTREE TR | $760.69万 | 9.71% | 120,937 | -15,990 | -11.7% | -$100.58万 | 减仓 |
| GLDM | WORLD GOLD TR | $671.44万 | 8.57% | 72,439 | -14,029 | -16.2% | -$130.03万 | 减仓 |
| TFPN | TIDAL TRUST II | $651.33万 | 8.32% | 234,195 | 1,162 | 0.5% | $3.23万 | 加仓 |
| CLIP | GLOBAL X FDS | $649.34万 | 8.29% | 64,701 | -44,222 | -40.6% | -$443.81万 | 减仓 |
| XOP | SPDR SERIES TRUST | $413.45万 | 5.28% | 22,738 | 22,738 | — | $413.45万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $284.08万 | 3.63% | 216,356 | -45,283 | -17.3% | -$59.46万 | 减仓 |
| — | TIDAL TRUST II | $265.98万 | 3.40% | 128,143 | 128,143 | — | $265.98万 | 新建仓 |
| — | VIRTUS ETF TR II | $223.86万 | 2.86% | 92,577 | 14,073 | 17.9% | $34.03万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $219.99万 | 2.81% | 42,339 | 6,613 | 18.5% | $34.36万 | 加仓 |
| RSST | TIDAL TRUST II | $210.27万 | 2.68% | 74,354 | -870 | -1.2% | -$2.46万 | 减仓 |
| COWZ | PACER FDS TR | $202.25万 | 2.58% | 32,329 | 492 | 1.5% | $3.08万 | 加仓 |
| VDE | VANGUARD WORLD FD | $198.48万 | 2.53% | 11,470 | 1,267 | 12.4% | $21.92万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $172.50万 | 2.20% | 34,521 | -11,583 | -25.1% | -$57.88万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $163.62万 | 2.09% | 33,141 | 20 | 0.1% | $987 | 加仓 |
| VPU | VANGUARD WORLD FD | $155.18万 | 1.98% | 7,832 | -1,273 | -14.0% | -$25.22万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $151.44万 | 1.93% | 18,473 | 18,473 | — | $151.44万 | 新建仓 |
| SGOL | ETFS GOLD TR | $111.79万 | 1.43% | 25,054 | -4,722 | -15.9% | -$21.07万 | 减仓 |
| — | EA SERIES TRUST | $111.50万 | 1.42% | 36,917 | 809 | 2.2% | $2.44万 | 加仓 |
| SHY | ISHARES TR | $110.45万 | 1.41% | 13,377 | 75 | 0.6% | $6,193 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $75.51万 | 0.96% | 3,720 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $74.84万 | 0.96% | 16,844 | 0 | 0.0% | — | 不变 |
| UTEN | RBB FD INC | $64.64万 | 0.83% | 14,825 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $45.55万 | 0.58% | 4,208 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $34.11万 | 0.44% | 8,362 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $31.62万 | 0.40% | 3,180 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.31万 | 0.32% | 254 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $25.02万 | 0.32% | 676 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $13.94万 | 0.18% | 91,740 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -188,134 | -100.0% | -$757.24万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,579 | -100.0% | -$160.59万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -19,320 | -100.0% | -$124.46万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,335 | -100.0% | -$26.02万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,133 | -100.0% | -$20.51万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -19,105 | -100.0% | -$16.64万 | 清仓 |