INSTRUMENTAL WEALTH, LLC
TAMPA FL · SEC CIK 0001976010
$1.63亿2026Q1 申报市值
73持仓数
77.3%前十大占比 · 第一大 14.0%
2 / 3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
NVDA 加仓+$66.27万
MSFT 加仓+$65.29万
AAPL 加仓+$63.60万
IEFA 加仓+$59.04万
IVW 加仓+$38.98万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$41.66万
NUVEEN S&P 500 B 清仓-$39.28万
MCD 清仓-$20.51万
MRK 重新持有-$19.77万
AVGO 减仓-$3.34万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,335 | -100.0% | -$41.66万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -26,833 | -100.0% | -$39.28万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -613 | -100.0% | -$20.51万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $12.10万 | 0.07% | 234,221 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $16.07万 | 0.10% | 13,325 | 33 | 0.2% | $398 | 加仓 |
| SMR | NUSCALE PWR CORP | $18.82万 | 0.12% | 17,363 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $19.00万 | 0.12% | 44,914 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.26万 | 0.12% | 286 | 10 | 3.6% | $7,086 | 加仓 |
| MRK | MERCK & CO INC | $20.99万 | 0.13% | 1,745 | -1,643 | -48.5% | -$19.77万 | 重新持有 |
| WFC | WELLS FARGO & CO | $21.52万 | 0.13% | 2,704 | -36 | -1.3% | -$2,866 | 减仓 |
| VOX | VANGUARD WORLD FD | $21.83万 | 0.13% | 1,214 | 19 | 1.6% | $3,417 | 加仓 |
| EFV | ISHARES TR | $22.36万 | 0.14% | 3,007 | 495 | 19.7% | $3.68万 | 加仓 |
| COWZ | PACER FDS TR | $22.69万 | 0.14% | 3,627 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.71万 | 0.14% | 228 | 10 | 4.6% | $9,962 | 加仓 |
| HD | HOME DEPOT INC | $22.86万 | 0.14% | 695 | 65 | 10.3% | $2.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.38万 | 0.14% | 4,325 | -111 | -2.5% | -$6,000 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.74万 | 0.15% | 1,623 | -133 | -7.6% | -$1.95万 | 减仓 |
| IEMG | ISHARES INC | $24.05万 | 0.15% | 3,448 | 615 | 21.7% | $4.29万 | 加仓 |
| LEN | LENNAR CORP | $24.15万 | 0.15% | 2,781 | 44 | 1.6% | $3,822 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.12万 | 0.15% | 503 | 45 | 9.8% | $2.25万 | 重新持有 |
| ICOW | PACER FDS TR | $26.08万 | 0.16% | 6,146 | 3 | 0.0% | $127 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $26.47万 | 0.16% | 14,705 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $26.94万 | 0.17% | 3,837 | 316 | 9.0% | $2.22万 | 加仓 |
| PAVE | GLOBAL X FDS | $27.19万 | 0.17% | 5,352 | 235 | 4.6% | $1.19万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $27.30万 | 0.17% | 8,026 | 45 | 0.6% | $1,531 | 加仓 |
| NFLX | NETFLIX INC. | $27.53万 | 0.17% | 2,864 | 6 | 0.2% | $577 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.92万 | 0.17% | 1,032 | -8 | -0.8% | -$2,165 | 减仓 |
| CWB | SPDR SERIES TRUST | $28.01万 | 0.17% | 3,061 | 2 | 0.1% | $183 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $30.04万 | 0.18% | 15,125 | 3,075 | 25.5% | $6.11万 | 加仓 |
| — | TIDAL TRUST II | $30.43万 | 0.19% | 14,295 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $31.73万 | 0.20% | 2,045 | 2 | 0.1% | $310 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.11万 | 0.20% | 1,314 | 470 | 55.7% | $11.49万 | 加仓 |
| V | VISA INC | $33.44万 | 0.21% | 1,106 | 225 | 25.5% | $6.80万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.67万 | 0.21% | 1,655 | 466 | 39.2% | $9.48万 | 加仓 |
| LLY | ELI LILLY & CO | $34.75万 | 0.21% | 378 | -21 | -5.3% | -$1.93万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $36.21万 | 0.22% | 22,531 | 22,531 | — | $36.21万 | 新建仓 |
| SMH | VANECK ETF TRUST | $36.80万 | 0.23% | 960 | 12 | 1.3% | $4,600 | 加仓 |
| WMT | WALMART INC | $36.95万 | 0.23% | 2,973 | 163 | 5.8% | $2.03万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $37.48万 | 0.23% | 4,351 | 4,351 | — | $37.48万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $41.22万 | 0.25% | 17,676 | 250 | 1.4% | $5,830 | 加仓 |
| IWY | ISHARES TR | $41.85万 | 0.26% | 1,682 | 3 | 0.2% | $746 | 加仓 |
| PFF | ISHARES TR | $42.48万 | 0.26% | 14,010 | 127 | 0.9% | $3,851 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $44.85万 | 0.28% | 1,525 | -93 | -5.7% | -$2.74万 | 减仓 |
| KO | COCA COLA CO | $50.46万 | 0.31% | 6,635 | 1,326 | 25.0% | $10.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $51.32万 | 0.32% | 2,480 | 74 | 3.1% | $1.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.51万 | 0.32% | 1,075 | 126 | 13.3% | $6.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.77万 | 0.32% | 796 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $56.50万 | 0.35% | 1,720 | 54 | 3.2% | $1.77万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $60.48万 | 0.37% | 10,245 | 290 | 2.9% | $1.71万 | 加仓 |
| TSLA | TESLA INC | $63.42万 | 0.39% | 1,706 | 48 | 2.9% | $1.78万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $65.62万 | 0.40% | 3,154 | 53 | 1.7% | $1.10万 | 加仓 |
| AVGO | BROADCOM INC | $68.56万 | 0.42% | 2,215 | -108 | -4.6% | -$3.34万 | 减仓 |
| CMF | ISHARES TR | $77.41万 | 0.48% | 13,614 | 33 | 0.2% | $1,876 | 加仓 |
| META | META PLATFORMS INC | $82.96万 | 0.51% | 1,450 | 64 | 4.6% | $3.66万 | 加仓 |
| — | EXXON MOBIL CORP | $85.20万 | 0.52% | 5,022 | 34 | 0.7% | $5,768 | 加仓 |
| HACK | AMPLIFY ETF TR | $87.50万 | 0.54% | 11,652 | -229 | -1.9% | -$1.72万 | 减仓 |
| ICLN | ISHARES TR | $90.91万 | 0.56% | 49,706 | 1,234 | 2.5% | $2.26万 | 加仓 |
| IWB | ISHARES TR | $114.49万 | 0.70% | 3,211 | 6 | 0.2% | $2,139 | 加仓 |
| GOOGL | ALPHABET INC | $115.95万 | 0.71% | 4,032 | 892 | 28.4% | $25.65万 | 加仓 |
| GOOG | ALPHABET INC | $119.79万 | 0.74% | 4,176 | 118 | 2.9% | $3.38万 | 加仓 |
| AMZN | AMAZON COM INC | $151.57万 | 0.93% | 7,277 | -8 | -0.1% | -$1,666 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $157.66万 | 0.97% | 60,060 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $188.73万 | 1.16% | 5,099 | 1,764 | 52.9% | $65.29万 | 加仓 |
| IBCA | ISHARES TR | $234.34万 | 1.44% | 91,397 | 674 | 0.7% | $1.73万 | 加仓 |
| IBDV | ISHARES TR | $236.85万 | 1.46% | 108,200 | 682 | 0.6% | $1.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $304.88万 | 1.87% | 17,482 | 3,800 | 27.8% | $66.27万 | 加仓 |
| AAPL | APPLE INC | $311.55万 | 1.92% | 12,276 | 2,506 | 25.6% | $63.60万 | 加仓 |
| IWO | ISHARES TR | $399.95万 | 2.46% | 12,745 | 204 | 1.6% | $6.40万 | 加仓 |
| IWN | ISHARES TR | $546.01万 | 3.36% | 28,800 | 876 | 3.1% | $16.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $987.14万 | 6.07% | 51,435 | 907 | 1.8% | $17.41万 | 加仓 |
| IBDY | ISHARES TR | $1,077.39万 | 6.62% | 416,784 | 2,768 | 0.7% | $7.16万 | 加仓 |
| IVV | ISHARES TR | $1,196.64万 | 7.36% | 18,319 | 208 | 1.1% | $13.59万 | 加仓 |
| IVE | ISHARES TR | $1,510.52万 | 9.29% | 71,538 | 1,261 | 1.8% | $26.63万 | 加仓 |
| IVW | ISHARES TR | $2,128.29万 | 13.08% | 188,161 | 3,446 | 1.9% | $38.98万 | 加仓 |
| IEFA | ISHARES TR | $2,137.53万 | 13.14% | 236,113 | 6,522 | 2.8% | $59.04万 | 加仓 |
| IJH | ISHARES TR | $2,280.85万 | 14.02% | 337,754 | 3,818 | 1.1% | $25.78万 | 加仓 |