Foguth Wealth Management, LLC.
BRIGHTON MI · SEC CIK 0002016322
$8.59亿2026Q1 申报市值
211持仓数
42.3%前十大占比 · 第一大 7.6%
47 / 9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
SPYI 加仓+$5,907.01万
TLTW 加仓+$4,919.48万
JEPI 加仓+$4,048.83万
SDIV 加仓+$2,183.76万
QQQI 加仓+$2,097.03万
2026Q1 卖出最多 按季末市值估算
MOAT 减仓-$1,618.15万
QQQM 减仓-$1,529.34万
SPY 减仓-$1,258.23万
PGIM ROCK ETF TR 减仓-$1,245.18万
DIVB 减仓-$1,164.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $1,265.02万 | 1.47% | 397,806 | 6,474 | 1.7% | $20.59万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,279.57万 | 1.49% | 237,266 | -120,564 | -33.7% | -$650.20万 | 减仓 |
| — | FUNDVANTAGE TR | $1,283.84万 | 1.49% | 547,689 | 547,689 | — | $1,283.84万 | 新建仓 |
| — | PGIM ROCK ETF TR | $1,333.92万 | 1.55% | 436,351 | 3,996 | 0.9% | $12.22万 | 加仓 |
| — | PGIM ROCK ETF TR | $1,353.08万 | 1.57% | 434,444 | 3,094 | 0.7% | $9.64万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,382.18万 | 1.61% | 311,162 | -43,320 | -12.2% | -$192.43万 | 减仓 |
| — | PGIM ROCK ETF TR | $1,400.38万 | 1.63% | 403,336 | 3,493 | 0.9% | $12.13万 | 加仓 |
| AGG | ISHARES TR | $1,532.33万 | 1.78% | 154,687 | -49,816 | -24.4% | -$493.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,538.05万 | 1.79% | 20,332 | -16,633 | -45.0% | -$1,258.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,707.79万 | 1.99% | 525,475 | 368,223 | 234.2% | $1,196.73万 | 加仓 |
| — | PGIM ETF TR | $1,925.79万 | 2.24% | 202,897 | 15,262 | 8.1% | $144.86万 | 加仓 |
| DIVB | ISHARES TR | $1,949.42万 | 2.27% | 315,645 | -188,600 | -37.4% | -$1,164.79万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,001.31万 | 2.33% | 327,815 | -53,489 | -14.0% | -$326.55万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,351.09万 | 2.74% | 193,505 | 41,068 | 26.9% | $498.98万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,730.27万 | 3.18% | 142,931 | -30,344 | -17.5% | -$579.63万 | 减仓 |
| QQQI | NEOS ETF TRUST | $2,783.08万 | 3.24% | 486,383 | 366,485 | 305.7% | $2,097.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,894.85万 | 3.37% | 95,238 | -50,314 | -34.6% | -$1,529.34万 | 减仓 |
| SDIV | GLOBAL X FDS | $3,177.12万 | 3.70% | 1,266,289 | 870,372 | 219.8% | $2,183.76万 | 加仓 |
| QYLD | GLOBAL X FDS | $3,766.37万 | 4.38% | 2,083,167 | 838,503 | 67.4% | $1,516.01万 | 加仓 |
| TLTW | ISHARES TR | $4,941.81万 | 5.75% | 2,221,039 | 2,211,001 | 22,026.3% | $4,919.48万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,152.98万 | 6.00% | 919,518 | 722,490 | 366.7% | $4,048.83万 | 加仓 |
| SPYI | NEOS ETF TRUST | $6,543.90万 | 7.61% | 1,214,307 | 1,096,123 | 927.5% | $5,907.01万 | 加仓 |