Solutions 4 Wealth, Ltd
SOUTHLAKE TX · SEC CIK 0002006405
$7,747.33万2026Q2 申报市值
58持仓数
57.8%前十大占比 · 第一大 10.5%
2 / 2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
WTPI 加仓+$142.72万
SCYB 加仓+$117.05万
JEPI 加仓+$63.44万
SMH 新建仓+$33.75万
PWV 加仓+$32.65万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 重新持有-$101.10万
VVR 减仓-$34.58万
DFSD 减仓-$32.50万
MSFT 清仓-$25.47万
SPY 减仓-$23.74万
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 |
|---|---|---|---|---|---|---|---|---|
| VVR | INVESCO SR INCOME TR | $812.12万 | 10.48% | 2,707,077 | -115,252 | -4.1% | -$34.58万 | 减仓 |
| WTPI | WISDOMTREE TR | $788.66万 | 10.18% | 240,518 | 43,526 | 22.1% | $142.72万 | 加仓 |
| QYLD | GLOBAL X FDS | $635.83万 | 8.21% | 344,995 | 10,136 | 3.0% | $18.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $463.59万 | 5.98% | 24,333 | 18 | 0.1% | $3,429 | 加仓 |
| AAPL | APPLE INC | $343.70万 | 4.44% | 11,878 | 27 | 0.2% | $7,813 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $335.13万 | 4.33% | 59,336 | 11,233 | 23.4% | $63.44万 | 加仓 |
| AIQ | GLOBAL X FDS | $318.17万 | 4.11% | 48,494 | -239 | -0.5% | -$1.57万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $316.93万 | 4.09% | 21,656 | -591 | -2.7% | -$8.65万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $250.85万 | 3.24% | 22,223 | 2,814 | 14.5% | $31.76万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $211.58万 | 2.73% | 80,816 | 44,710 | 123.8% | $117.05万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $196.70万 | 2.54% | 15,390 | 2,357 | 18.1% | $30.13万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $180.15万 | 2.33% | 21,030 | 2 | 0.0% | $171 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $176.53万 | 2.28% | 23,299 | 4,309 | 22.7% | $32.65万 | 加仓 |
| NVS | NOVARTIS AG | $157.13万 | 2.03% | 10,026 | -704 | -6.6% | -$11.03万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $156.36万 | 2.02% | 13,125 | 1,982 | 17.8% | $23.61万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $154.51万 | 1.99% | 17,197 | -324 | -1.8% | -$2.91万 | 减仓 |
| IHAK | ISHARES TR | $131.81万 | 1.70% | 21,712 | 3 | 0.0% | $182 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $127.53万 | 1.65% | 18,710 | -1,063 | -5.4% | -$7.25万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $123.53万 | 1.59% | 17,419 | 3,260 | 23.0% | $23.12万 | 加仓 |
| DTCR | GLOBAL X FDS | $117.87万 | 1.52% | 38,810 | -776 | -2.0% | -$2.36万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $106.44万 | 1.37% | 22,292 | -6,806 | -23.4% | -$32.50万 | 减仓 |
| RYLD | GLOBAL X FDS | $101.47万 | 1.31% | 63,461 | 1,801 | 2.9% | $2.88万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $85.31万 | 1.10% | 24,242 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $85.19万 | 1.10% | 4,443 | -113 | -2.5% | -$2.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $84.63万 | 1.09% | 2,287 | 13 | 0.6% | $4,811 | 加仓 |
| VBK | VANGUARD INDEX FDS | $83.32万 | 1.08% | 2,278 | 1 | 0.0% | $366 | 加仓 |
| SPYG | SPDR SERIES TRUST | $82.29万 | 1.06% | 6,915 | -203 | -2.9% | -$2.42万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $71.26万 | 0.92% | 7,610 | -36 | -0.5% | -$3,371 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $69.67万 | 0.90% | 15,366 | -2,856 | -15.7% | -$12.95万 | 减仓 |
| VGT | VANGUARD WORLD FD | $66.64万 | 0.86% | 5,576 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.00万 | 0.79% | 817 | -318 | -28.0% | -$23.74万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.51万 | 0.78% | 20,894 | 2,119 | 11.3% | $6.14万 | 加仓 |
| — | EXXON MOBIL CORP | $53.80万 | 0.69% | 3,935 | 1 | 0.0% | $137 | 加仓 |
| QQQ | INVESCO QQQ TR | $50.48万 | 0.65% | 686 | -200 | -22.6% | -$14.72万 | 减仓 |
| MGV | VANGUARD WORLD FD | $46.73万 | 0.60% | 2,859 | -131 | -4.4% | -$2.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $44.73万 | 0.58% | 1,841 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $43.24万 | 0.56% | 3,144 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $42.64万 | 0.55% | 10,454 | 240 | 2.3% | $9,790 | 加仓 |
| VDE | VANGUARD WORLD FD | $42.40万 | 0.55% | 2,824 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $41.68万 | 0.54% | 1,641 | 10 | 0.6% | $2,540 | 加仓 |
| COP | CONOCOPHILLIPS | $38.05万 | 0.49% | 3,660 | 1 | 0.0% | $104 | 加仓 |
| IEP | ICAHN ENTERPRISES LP | $34.78万 | 0.45% | 48,244 | 20,000 | 70.8% | $14.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $33.75万 | 0.44% | 515 | 515 | — | $33.75万 | 新建仓 |
| TSLA | TESLA INC | $31.71万 | 0.41% | 754 | -28 | -3.6% | -$1.18万 | 减仓 |
| GOOGL | ALPHABET INC | $29.99万 | 0.39% | 839 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $29.88万 | 0.39% | 5,244 | 5 | 0.1% | $285 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.81万 | 0.38% | 607 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $29.71万 | 0.38% | 5,542 | -1,486 | -21.1% | -$7.97万 | 减仓 |
| VHT | VANGUARD WORLD FD | $25.42万 | 0.33% | 850 | -12 | -1.4% | -$3,589 | 减仓 |
| AMZN | AMAZON COM INC | $25.17万 | 0.32% | 1,056 | 164 | 18.4% | $3.91万 | 重新持有 |
| ALC | ALCON AG | $24.35万 | 0.31% | 3,629 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $23.43万 | 0.30% | 1,171 | 27 | 2.4% | $5,403 | 重新持有 |
| GLD | SPDR GOLD TR | $21.99万 | 0.28% | 597 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.10万 | 0.27% | 4,758 | -22,792 | -82.7% | -$101.10万 | 重新持有 |
| — | GALECTIN THERAPEUTICS INC | $11.61万 | 0.15% | 25,027 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $10.86万 | 0.14% | 11,200 | 0 | 0.0% | — | 不变 |
| — | EON RESOURCES INC | $2.19万 | 0.03% | 49,504 | 0 | 0.0% | — | 不变 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $1.40万 | 0.02% | 16,273 | 16,273 | — | $1.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -688 | -100.0% | -$25.47万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,432 | -100.0% | -$21.57万 | 清仓 |