Solutions 4 Wealth, Ltd
SOUTHLAKE TX · SEC CIK 0002006405
$6,648.78万2026Q1 申报市值
55持仓数
58.4%前十大占比 · 第一大 13.7%
6 / 5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
AIQ 加仓+$128.59万
DTCR 新建仓+$94.85万
XMHQ 加仓+$86.96万
GRID 新建仓+$74.53万
NUKZ 加仓+$71.27万
2026Q1 卖出最多 按季末市值估算
DFIC 清仓-$123.59万
VHT 减仓-$104.88万
DFAU 清仓-$100.05万
IHI 清仓-$88.97万
VVR 减仓-$78.73万
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 |
|---|---|---|---|---|---|---|---|---|
| VVR | INVESCO SR INCOME TR | $908.79万 | 13.67% | 2,822,329 | -244,515 | -8.0% | -$78.73万 | 减仓 |
| WTPI | WISDOMTREE TR | $628.60万 | 9.45% | 196,992 | 10,026 | 5.4% | $31.99万 | 加仓 |
| QYLD | GLOBAL X FDS | $574.28万 | 8.64% | 334,859 | -5,543 | -1.6% | -$9.51万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $323.15万 | 4.86% | 24,315 | -460 | -1.9% | -$6.11万 | 减仓 |
| AAPL | APPLE INC | $300.76万 | 4.52% | 11,851 | -7 | -0.1% | -$1,776 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $285.30万 | 4.29% | 22,247 | -82 | -0.4% | -$1.05万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $272.65万 | 4.10% | 48,103 | 5,687 | 13.4% | $32.23万 | 加仓 |
| AIQ | GLOBAL X FDS | $227.44万 | 3.42% | 48,733 | 27,554 | 130.1% | $128.59万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $200.63万 | 3.02% | 19,409 | 8,412 | 76.5% | $86.96万 | 加仓 |
| NVS | NOVARTIS AG | $163.90万 | 2.47% | 10,730 | -2,484 | -18.8% | -$37.94万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $143.90万 | 2.16% | 21,028 | 2,958 | 16.4% | $20.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $142.96万 | 2.15% | 13,033 | 4,859 | 59.4% | $53.30万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $139.32万 | 2.10% | 29,098 | -1,060 | -3.5% | -$5.08万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $132.38万 | 1.99% | 18,990 | 9,243 | 94.8% | $64.43万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $130.05万 | 1.96% | 19,773 | 10,836 | 121.2% | $71.27万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $109.82万 | 1.65% | 17,521 | 8,861 | 102.3% | $55.54万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $107.66万 | 1.62% | 11,143 | 6,503 | 140.2% | $62.83万 | 加仓 |
| DTCR | GLOBAL X FDS | $94.85万 | 1.43% | 39,586 | 39,586 | — | $94.85万 | 新建仓 |
| IHAK | ISHARES TR | $94.76万 | 1.43% | 21,709 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $93.88万 | 1.41% | 36,106 | 22,898 | 173.4% | $59.54万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $92.21万 | 1.39% | 14,159 | 8,891 | 168.8% | $57.90万 | 加仓 |
| RYLD | GLOBAL X FDS | $92.18万 | 1.39% | 61,660 | 1,720 | 2.9% | $2.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $83.62万 | 1.26% | 18,222 | -6,896 | -27.5% | -$31.65万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $75.37万 | 1.13% | 24,242 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $74.53万 | 1.12% | 4,556 | 4,556 | — | $74.53万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.80万 | 1.11% | 1,135 | -43 | -3.7% | -$2.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $72.95万 | 1.10% | 2,274 | -12 | -0.5% | -$3,850 | 减仓 |
| SPYG | SPDR SERIES TRUST | $69.69万 | 1.05% | 7,118 | -42 | -0.6% | -$4,112 | 减仓 |
| VBK | VANGUARD INDEX FDS | $68.82万 | 1.04% | 2,277 | 219 | 10.6% | $6.62万 | 加仓 |
| — | EXXON MOBIL CORP | $66.74万 | 1.00% | 3,934 | -2,128 | -35.1% | -$36.10万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $58.13万 | 0.87% | 7,646 | -274 | -3.5% | -$2.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $51.11万 | 0.77% | 886 | -294 | -24.9% | -$16.96万 | 减仓 |
| VDE | VANGUARD WORLD FD | $48.87万 | 0.73% | 2,824 | 2,824 | — | $48.87万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $48.63万 | 0.73% | 697 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $48.30万 | 0.73% | 3,659 | 1 | 0.0% | $132 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $47.12万 | 0.71% | 18,775 | 158 | 0.8% | $3,966 | 加仓 |
| MGV | VANGUARD WORLD FD | $43.34万 | 0.65% | 2,990 | 2,990 | — | $43.34万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $40.00万 | 0.60% | 1,841 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $39.97万 | 0.60% | 10,214 | -1,819 | -15.1% | -$7.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $39.87万 | 0.60% | 1,631 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $36.10万 | 0.54% | 3,144 | 3,144 | — | $36.10万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $34.70万 | 0.52% | 7,028 | -1,817 | -20.5% | -$8.97万 | 减仓 |
| TSLA | TESLA INC | $29.07万 | 0.44% | 782 | 16 | 2.1% | $5,948 | 加仓 |
| ALC | ALCON AG | $27.34万 | 0.41% | 3,629 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.69万 | 0.39% | 597 | -290 | -32.7% | -$12.48万 | 减仓 |
| BAC | BANK AMERICA CORP | $25.54万 | 0.38% | 5,239 | 6 | 0.1% | $292 | 加仓 |
| MSFT | MICROSOFT CORP | $25.47万 | 0.38% | 688 | -8 | -1.1% | -$2,961 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $25.30万 | 0.38% | 607 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $24.13万 | 0.36% | 839 | -23 | -2.7% | -$6,614 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.46万 | 0.35% | 862 | -3,853 | -81.7% | -$104.88万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $21.57万 | 0.32% | 6,432 | -6,671 | -50.9% | -$22.37万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $21.32万 | 0.32% | 28,244 | 7,157 | 33.9% | $5.40万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $7.67万 | 0.12% | 11,200 | 1,000 | 9.8% | $6,850 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $6.98万 | 0.11% | 25,027 | -350 | -1.4% | -$976 | 减仓 |
| — | EON RESOURCES INC | $4.11万 | 0.06% | 49,504 | 49,504 | — | $4.11万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -35,865 | -100.0% | -$123.59万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -21,378 | -100.0% | -$100.05万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -14,315 | -100.0% | -$88.97万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,535 | -100.0% | -$31.19万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -330 | -100.0% | -$21.78万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |