National Wealth Management Group, LLC
CINCINNATI OH · SEC CIK 0001977723
$3.23亿2026Q2 申报市值
226持仓数
30.7%前十大占比 · 第一大 7.0%
26 / 21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
SPYM 加仓+$1,203.25万
IDEV 加仓+$329.34万
SPMD 加仓+$286.51万
GABELLI ETFS TRU 新建仓+$263.91万
TEMA ETF TRUST 新建仓+$217.20万
2026Q2 卖出最多 按季末市值估算
TCAF 减仓-$427.97万
TCHP 减仓-$409.55万
CGMM 减仓-$231.58万
CGNG 减仓-$190.63万
SHLD 清仓-$159.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $23.87万 | 0.07% | 2,501 | -308 | -11.0% | -$2.94万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $23.87万 | 0.07% | 4,452 | -293 | -6.2% | -$1.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $23.63万 | 0.07% | 693 | 693 | — | $23.63万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $23.20万 | 0.07% | 2,531 | -44 | -1.7% | -$4,034 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.11万 | 0.07% | 461 | 69 | 17.6% | $3.46万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $22.97万 | 0.07% | 925 | -3 | -0.3% | -$745 | 减仓 |
| SNDK | SANDISK CORP | $22.96万 | 0.07% | 101 | 101 | — | $22.96万 | 新建仓 |
| INTC | INTEL CORP | $22.66万 | 0.07% | 1,623 | 1,623 | — | $22.66万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $22.59万 | 0.07% | 1,493 | 40 | 2.8% | $6,053 | 加仓 |
| CMCSA | COMCAST CORP NEW | $22.49万 | 0.07% | 9,162 | -907 | -9.0% | -$2.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.13万 | 0.07% | 6,979 | 84 | 1.2% | $2,664 | 加仓 |
| NFLX | NETFLIX INC. | $21.96万 | 0.07% | 3,076 | 204 | 7.1% | $1.46万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $21.81万 | 0.07% | 428 | -51 | -10.6% | -$2.60万 | 减仓 |
| AOM | ISHARES TR | $21.70万 | 0.07% | 4,349 | -432 | -9.0% | -$2.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.58万 | 0.07% | 4,064 | -263 | -6.1% | -$1.40万 | 减仓 |
| IWB | ISHARES TR | $21.42万 | 0.07% | 523 | 523 | — | $21.42万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.02万 | 0.06% | 1,244 | -52 | -4.0% | -$8,787 | 减仓 |
| GWW | WW GRAINGER INC | $20.95万 | 0.06% | 154 | 154 | — | $20.95万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.95万 | 0.06% | 2,089 | 223 | 12.0% | $2.24万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $20.71万 | 0.06% | 2,282 | 397 | 21.1% | $3.60万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $20.50万 | 0.06% | 1,200 | 1,200 | — | $20.50万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.34万 | 0.06% | 2,506 | 1 | 0.0% | $81 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $20.00万 | 0.06% | 5,911 | -11,748 | -66.5% | -$39.76万 | 减仓 |
| PLUG | PLUG PWR INC | $19.15万 | 0.06% | 70,650 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $9.18万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| — | OXFORD SQUARE CAP CORP | $1.53万 | 0.00% | 11,584 | 785 | 7.3% | $1,036 | 加仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -22,554 | -100.0% | -$159.77万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,925 | -100.0% | -$81.61万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -6,798 | -100.0% | -$46.19万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -8,516 | -100.0% | -$44.29万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -4,602 | -100.0% | -$40.42万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -902 | -100.0% | -$40.28万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,678 | -100.0% | -$39.26万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,527 | -100.0% | -$37.12万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -6,476 | -100.0% | -$36.96万 | 清仓 |
| — | STRATEGY SHS | $0 | 0.00% | 0 | -11,850 | -100.0% | -$34.90万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,498 | -100.0% | -$33.48万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -632 | -100.0% | -$30.35万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -6,281 | -100.0% | -$26.69万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -565 | -100.0% | -$24.43万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,156 | -100.0% | -$23.92万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,716 | -100.0% | -$23.67万 | 清仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,876 | -100.0% | -$23.62万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,434 | -100.0% | -$23.30万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,061 | -100.0% | -$21.45万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,350 | -100.0% | -$20.44万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,991 | -100.0% | -$20.23万 | 清仓 |