Hidden Cove Wealth Management, LLC
Bainbridge Island WA · SEC CIK 0001963736
$1.56亿2026Q1 申报市值
109持仓数
50.7%前十大占比 · 第一大 10.6%
24 / 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
SCHR 加仓+$824.95万
IDMO 新建仓+$680.22万
BNDX 新建仓+$412.07万
MGV 新建仓+$411.25万
VO 加仓+$331.58万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$1,177.69万
VNLA 减仓-$787.30万
JSI 减仓-$402.26万
SCHZ 清仓-$322.42万
IWY 减仓-$235.00万
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 |
|---|---|---|---|---|---|---|---|---|
| JBBB | JANUS DETROIT STR TR | $119.88万 | 0.77% | 25,723 | -45,044 | -63.7% | -$209.93万 | 减仓 |
| IOO | ISHARES TR | $149.37万 | 0.96% | 12,348 | -1,843 | -13.0% | -$22.29万 | 减仓 |
| AVGO | BROADCOM INC | $153.86万 | 0.99% | 4,971 | 410 | 9.0% | $12.69万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $161.65万 | 1.04% | 31,358 | -78,033 | -71.3% | -$402.26万 | 减仓 |
| IGIB | ISHARES TR | $161.71万 | 1.04% | 30,385 | 30,385 | — | $161.71万 | 新建仓 |
| AMZN | AMAZON COM INC | $162.93万 | 1.05% | 7,823 | -187 | -2.3% | -$3.89万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $193.55万 | 1.24% | 70,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $193.58万 | 1.24% | 12,877 | 12 | 0.1% | $1,804 | 加仓 |
| EFV | ISHARES TR | $199.75万 | 1.28% | 26,866 | 20,305 | 309.5% | $150.97万 | 加仓 |
| JABS | JANUS DETROIT STR TR | $220.37万 | 1.42% | 44,202 | 44,202 | — | $220.37万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $289.24万 | 1.86% | 115,790 | -41,199 | -26.2% | -$102.92万 | 减仓 |
| U | UNITY SOFTWARE INC | $290.27万 | 1.86% | 132,301 | -6 | -0.0% | -$132 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $315.97万 | 2.03% | 63,435 | 51,294 | 422.5% | $255.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.75万 | 2.14% | 8,989 | -174 | -1.9% | -$6.44万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $354.07万 | 2.27% | 145,886 | 114,416 | 363.6% | $277.69万 | 加仓 |
| MGV | VANGUARD WORLD FD | $411.25万 | 2.64% | 28,372 | 28,372 | — | $411.25万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $412.07万 | 2.65% | 85,758 | 85,758 | — | $412.07万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $450.16万 | 2.89% | 146,728 | -383,863 | -72.3% | -$1,177.69万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $453.98万 | 2.92% | 92,914 | -161,135 | -63.4% | -$787.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $460.12万 | 2.96% | 26,383 | 512 | 2.0% | $8.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $643.20万 | 4.13% | 22,397 | 11,546 | 106.4% | $331.58万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $652.59万 | 4.19% | 128,463 | 60,569 | 89.2% | $307.69万 | 加仓 |
| AAPL | APPLE INC | $667.50万 | 4.29% | 26,301 | -138 | -0.5% | -$3.50万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $680.22万 | 4.37% | 124,038 | 124,038 | — | $680.22万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $948.16万 | 6.09% | 380,634 | 331,172 | 669.5% | $824.95万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,277.38万 | 8.21% | 253,599 | -34,053 | -11.8% | -$171.52万 | 减仓 |
| IWY | ISHARES TR | $1,654.69万 | 10.63% | 66,496 | -9,444 | -12.4% | -$235.00万 | 减仓 |