INSTRUMENTAL WEALTH, LLC
TAMPA FL · SEC CIK 0001976010
$1.98亿2026Q2 申报市值
89持仓数
74.5%前十大占比 · 第一大 13.6%
22 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RIVN 新建仓+$157.29万
IEFA 加仓+$131.13万
IJH 加仓+$90.62万
IVW 加仓+$89.85万
CNC 新建仓+$85.26万
2026Q2 卖出最多 按季末市值估算
FENY 清仓-$27.30万
SLDE 清仓-$26.47万
PLTR 清仓-$23.74万
HD 清仓-$22.86万
COWZ 清仓-$22.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,026 | -100.0% | -$27.30万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -14,705 | -100.0% | -$26.47万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,623 | -100.0% | -$23.74万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -695 | -100.0% | -$22.86万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -3,627 | -100.0% | -$22.69万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -234,221 | -100.0% | -$12.10万 | 清仓 |
| SMR | NUSCALE PWR CORP | $17.46万 | 0.09% | 17,405 | 42 | 0.2% | $421 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $17.54万 | 0.09% | 14,578 | 1,253 | 9.4% | $1.51万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.18万 | 0.11% | 426 | 426 | — | $21.18万 | 新建仓 |
| ABBV | ABBVIE INC | $21.18万 | 0.11% | 842 | 842 | — | $21.18万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.58万 | 0.11% | 2,612 | -92 | -3.4% | -$7,602 | 减仓 |
| INTC | INTEL CORP | $21.71万 | 0.11% | 1,555 | 1,555 | — | $21.71万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.45万 | 0.11% | 240 | 12 | 5.3% | $1.12万 | 加仓 |
| KLAC | KLA CORP | $22.68万 | 0.11% | 752 | 752 | — | $22.68万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $22.88万 | 0.12% | 829 | 829 | — | $22.88万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $23.22万 | 0.12% | 1,359 | 1,359 | — | $23.22万 | 新建仓 |
| MRK | MERCK & CO INC | $23.95万 | 0.12% | 1,864 | 119 | 6.8% | $1.53万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.01万 | 0.12% | 249 | 249 | — | $24.01万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $24.14万 | 0.12% | 1,419 | 1,419 | — | $24.14万 | 新建仓 |
| — | TIDAL TRUST II | $24.19万 | 0.12% | 19,779 | 5,484 | 38.4% | $6.71万 | 加仓 |
| EFV | ISHARES TR | $24.28万 | 0.12% | 3,172 | 165 | 5.5% | $1.26万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $24.38万 | 0.12% | 1,435 | 1,435 | — | $24.38万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $24.58万 | 0.12% | 1,336 | 122 | 10.0% | $2.24万 | 加仓 |
| GE | GE AEROSPACE | $24.58万 | 0.12% | 658 | 658 | — | $24.58万 | 新建仓 |
| LEN | LENNAR CORP | $24.59万 | 0.12% | 2,718 | -63 | -2.3% | -$5,701 | 减仓 |
| MA | MASTERCARD INCORPORATED | $25.05万 | 0.13% | 488 | -15 | -3.0% | -$7,701 | 减仓 |
| ICOW | PACER FDS TR | $25.65万 | 0.13% | 6,163 | 17 | 0.3% | $708 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.87万 | 0.13% | 1,430 | 1,430 | — | $25.87万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.04万 | 0.13% | 4,362 | 37 | 0.9% | $2,208 | 加仓 |
| SOXX | ISHARES TR | $26.56万 | 0.13% | 414 | 414 | — | $26.56万 | 新建仓 |
| NFRA | FLEXSHARES TR | $26.61万 | 0.13% | 4,150 | 4,150 | — | $26.61万 | 新建仓 |
| UP | WHEELS UP EXPERIENCE INC | $26.65万 | 0.13% | 29,710 | 29,710 | — | $26.65万 | 新建仓 |
| CSCO | CISCO SYS INC | $29.07万 | 0.15% | 2,475 | 2,475 | — | $29.07万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $29.66万 | 0.15% | 684 | 684 | — | $29.66万 | 新建仓 |
| IEMG | ISHARES INC | $30.16万 | 0.15% | 3,641 | 193 | 5.6% | $1.60万 | 加仓 |
| CAT | CATERPILLAR INC | $30.70万 | 0.16% | 288 | 2 | 0.7% | $2,132 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $31.90万 | 0.16% | 4,167 | 330 | 8.6% | $2.53万 | 加仓 |
| CWB | SPDR SERIES TRUST | $32.73万 | 0.17% | 3,036 | -25 | -0.8% | -$2,695 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $33.19万 | 0.17% | 22,085 | 6,960 | 46.0% | $10.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $33.83万 | 0.17% | 1,332 | 18 | 1.4% | $4,572 | 加仓 |
| PAVE | GLOBAL X FDS | $35.48万 | 0.18% | 6,021 | 669 | 12.5% | $3.94万 | 加仓 |
| NOW | SERVICENOW INC | $35.74万 | 0.18% | 3,599 | 3,599 | — | $35.74万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $36.87万 | 0.19% | 510 | 510 | — | $36.87万 | 新建仓 |
| WMT | WALMART INC | $36.93万 | 0.19% | 3,260 | 287 | 9.7% | $3.25万 | 加仓 |
| IUSG | ISHARES TR | $38.52万 | 0.20% | 2,048 | 3 | 0.1% | $564 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $41.99万 | 0.21% | 22,529 | -2 | -0.0% | -$37 | 减仓 |
| SPHY | SPDR SERIES TRUST | $42.49万 | 0.22% | 18,127 | 451 | 2.6% | $1.06万 | 加仓 |
| PFF | ISHARES TR | $42.80万 | 0.22% | 14,037 | 27 | 0.2% | $823 | 加仓 |
| V | VISA INC | $42.93万 | 0.22% | 1,251 | 145 | 13.1% | $4.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $43.12万 | 0.22% | 2,601 | 121 | 4.9% | $2.01万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.63万 | 0.24% | 1,146 | 114 | 11.0% | $4.74万 | 加仓 |
| IWY | ISHARES TR | $49.22万 | 0.25% | 1,694 | 12 | 0.7% | $3,487 | 加仓 |
| SYK | STRYKER CORPORATION | $51.91万 | 0.26% | 1,649 | -71 | -4.1% | -$2.24万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $52.81万 | 0.27% | 10,345 | 100 | 1.0% | $5,105 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.93万 | 0.27% | 1,617 | 92 | 6.0% | $3.01万 | 加仓 |
| LLY | ELI LILLY & CO | $54.36万 | 0.28% | 453 | 75 | 19.8% | $9.00万 | 加仓 |
| TSN | TYSON FOODS INC | $54.89万 | 0.28% | 9,588 | 9,588 | — | $54.89万 | 新建仓 |
| KO | COCA COLA CO | $56.25万 | 0.28% | 6,921 | 286 | 4.3% | $2.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.14万 | 0.29% | 1,142 | 67 | 6.2% | $3.35万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $58.14万 | 0.29% | 5,764 | 1,413 | 32.5% | $14.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.21万 | 0.31% | 530 | 530 | — | $61.21万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.37万 | 0.32% | 835 | 39 | 4.9% | $2.91万 | 加仓 |
| SMH | VANECK ETF TRUST | $63.55万 | 0.32% | 969 | 9 | 0.9% | $5,902 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $66.29万 | 0.34% | 44,914 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.77万 | 0.37% | 5,323 | 301 | 6.0% | $4.11万 | 加仓 |
| TSLA | TESLA INC | $73.82万 | 0.37% | 1,755 | 49 | 2.9% | $2.06万 | 加仓 |
| META | META PLATFORMS INC | $80.88万 | 0.41% | 1,436 | -14 | -1.0% | -$7,885 | 减仓 |
| CNC | CENTENE CORP DEL | $85.26万 | 0.43% | 13,282 | 13,282 | — | $85.26万 | 新建仓 |
| NFLX | NETFLIX INC. | $90.13万 | 0.46% | 12,623 | 9,759 | 340.7% | $69.68万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $91.78万 | 0.46% | 3,214 | 60 | 1.9% | $1.71万 | 加仓 |
| CMF | ISHARES TR | $93.81万 | 0.47% | 16,276 | 2,662 | 19.6% | $15.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.85万 | 0.51% | 1,719 | 64 | 3.9% | $3.72万 | 加仓 |
| AVGO | BROADCOM INC | $104.36万 | 0.53% | 2,763 | 548 | 24.7% | $20.70万 | 加仓 |
| ICLN | ISHARES TR | $104.92万 | 0.53% | 51,208 | 1,502 | 3.0% | $3.08万 | 加仓 |
| IWB | ISHARES TR | $121.23万 | 0.61% | 2,960 | -251 | -7.8% | -$10.28万 | 减仓 |
| HACK | AMPLIFY ETF TR | $125.37万 | 0.63% | 11,948 | 296 | 2.5% | $3.11万 | 加仓 |
| GOOGL | ALPHABET INC | $153.88万 | 0.78% | 4,306 | 274 | 6.8% | $9.79万 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $156.64万 | 0.79% | 60,060 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $157.29万 | 0.80% | 90,657 | 90,657 | — | $157.29万 | 新建仓 |
| GOOG | ALPHABET INC | $160.53万 | 0.81% | 4,543 | 367 | 8.8% | $12.97万 | 加仓 |
| AMZN | AMAZON COM INC | $189.13万 | 0.96% | 7,935 | 658 | 9.0% | $15.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $206.69万 | 1.05% | 5,541 | 442 | 8.7% | $16.49万 | 加仓 |
| IBCA | ISHARES TR | $235.07万 | 1.19% | 91,787 | 390 | 0.4% | $9,988 | 加仓 |
| IBDV | ISHARES TR | $237.11万 | 1.20% | 108,765 | 565 | 0.5% | $1.23万 | 加仓 |
| AAPL | APPLE INC | $354.73万 | 1.80% | 12,259 | -17 | -0.1% | -$4,919 | 减仓 |
| NVDA | NVIDIA CORPORATION | $366.89万 | 1.86% | 18,336 | 854 | 4.9% | $17.09万 | 加仓 |
| IWO | ISHARES TR | $519.55万 | 2.63% | 13,188 | 443 | 3.5% | $17.45万 | 加仓 |
| IWN | ISHARES TR | $672.82万 | 3.41% | 30,417 | 1,617 | 5.6% | $35.77万 | 加仓 |
| IBDY | ISHARES TR | $1,077.52万 | 5.46% | 418,536 | 1,752 | 0.4% | $4.51万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,149.49万 | 5.82% | 54,025 | 2,590 | 5.0% | $55.11万 | 加仓 |
| IVV | ISHARES TR | $1,428.38万 | 7.23% | 19,073 | 754 | 4.1% | $56.47万 | 加仓 |
| IVE | ISHARES TR | $1,707.40万 | 8.64% | 75,196 | 3,658 | 5.1% | $83.06万 | 加仓 |
| IEFA | ISHARES TR | $2,411.50万 | 12.21% | 249,690 | 13,577 | 5.8% | $131.13万 | 加仓 |
| IVW | ISHARES TR | $2,677.63万 | 13.56% | 194,694 | 6,533 | 3.5% | $89.85万 | 加仓 |
| IJH | ISHARES TR | $2,695.04万 | 13.64% | 349,506 | 11,752 | 3.5% | $90.62万 | 加仓 |