WealthCollab, LLC
BELLEVUE WA · SEC CIK 0002017870
$2.76亿2026Q2 申报市值
969持仓数
54.7%前十大占比 · 第一大 11.8%
59 / 99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
SSRM 加仓+$350.89万
LLY 加仓+$76.16万
JNJ 加仓+$73.52万
VTI 加仓+$53.25万
MUB 加仓+$46.19万
2026Q2 卖出最多 按季末市值估算
G 减仓-$6.88万
VICI 减仓-$3.89万
AMD 减仓-$3.72万
ACI 清仓-$3.72万
CALM 减仓-$3.01万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $9.23万 | 0.03% | 390 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $9.25万 | 0.03% | 624 | 122 | 24.3% | $1.81万 | 加仓 |
| SAN | BANCO SANTANDER SA | $9.28万 | 0.03% | 6,722 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $9.30万 | 0.03% | 1,732 | 13 | 0.8% | $698 | 加仓 |
| ALL | ALLSTATE CORP | $9.33万 | 0.03% | 392 | 71 | 22.1% | $1.69万 | 加仓 |
| ABBV | ABBVIE INC | $9.41万 | 0.03% | 374 | -26 | -6.5% | -$6,543 | 减仓 |
| SPAB | SPDR SERIES TRUST | $9.42万 | 0.03% | 3,690 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $9.43万 | 0.03% | 898 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $9.54万 | 0.03% | 5,519 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $9.55万 | 0.03% | 2,257 | 100 | 4.6% | $4,233 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $9.78万 | 0.04% | 1,825 | 475 | 35.2% | $2.55万 | 重新持有 |
| IVE | ISHARES TR | $9.90万 | 0.04% | 436 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $9.90万 | 0.04% | 3,259 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $9.95万 | 0.04% | 2,048 | 750 | 57.8% | $3.64万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $10.04万 | 0.04% | 1,106 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $10.04万 | 0.04% | 1,993 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $10.08万 | 0.04% | 2,540 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $10.09万 | 0.04% | 387 | -85 | -18.0% | -$2.22万 | 减仓 |
| IWM | ISHARES TR | $10.13万 | 0.04% | 337 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $10.16万 | 0.04% | 632 | -8 | -1.2% | -$1,286 | 减仓 |
| SBUX | STARBUCKS CORP | $10.22万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $10.45万 | 0.04% | 9,586 | 2,380 | 33.0% | $2.59万 | 加仓 |
| NFLX | NETFLIX INC. | $10.54万 | 0.04% | 1,476 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $10.57万 | 0.04% | 2,601 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $10.59万 | 0.04% | 2,238 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $10.60万 | 0.04% | 573 | 171 | 42.5% | $3.16万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $10.64万 | 0.04% | 500 | 500 | — | $10.64万 | 新建仓 |
| SITC | SITE CTRS CORP | $10.67万 | 0.04% | 26,873 | 21,577 | 407.4% | $8.57万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.71万 | 0.04% | 4,363 | 595 | 15.8% | $1.46万 | 加仓 |
| DAC | DANAOS CORPORATION | $10.77万 | 0.04% | 880 | 358 | 68.6% | $4.38万 | 加仓 |
| B | BARRICK MNG CORP | $10.82万 | 0.04% | 2,946 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $10.85万 | 0.04% | 692 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $10.88万 | 0.04% | 743 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $10.96万 | 0.04% | 1,332 | 0 | 0.0% | — | 不变 |
| PFFV | GLOBAL X FDS | $11.02万 | 0.04% | 5,000 | 5,000 | — | $11.02万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $11.18万 | 0.04% | 1,778 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $11.32万 | 0.04% | 112 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $11.33万 | 0.04% | 1,108 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $11.41万 | 0.04% | 155 | 155 | — | $11.41万 | 新建仓 |
| V | VISA INC | $11.46万 | 0.04% | 334 | 7 | 2.1% | $2,402 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $11.53万 | 0.04% | 346 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $11.72万 | 0.04% | 1,411 | 120 | 9.3% | $9,968 | 加仓 |
| CLX | CLOROX CO DEL | $11.75万 | 0.04% | 1,231 | 431 | 53.9% | $4.11万 | 加仓 |
| GE | GE AEROSPACE | $11.81万 | 0.04% | 316 | -21 | -6.2% | -$7,848 | 减仓 |
| GEV | GE VERNOVA INC | $11.87万 | 0.04% | 101 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC | $12.01万 | 0.04% | 2,577 | 1,041 | 67.8% | $4.85万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $12.02万 | 0.04% | 1,901 | 266 | 16.3% | $1.68万 | 加仓 |
| PFE | PFIZER INC | $12.08万 | 0.04% | 5,017 | 570 | 12.8% | $1.37万 | 加仓 |
| MCD | MCDONALDS CORP | $12.16万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $12.59万 | 0.05% | 1,840 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $12.72万 | 0.05% | 1,340 | 467 | 53.5% | $4.43万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $12.81万 | 0.05% | 1,335 | -86 | -6.1% | -$8,254 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $12.81万 | 0.05% | 297 | 13 | 4.6% | $5,609 | 加仓 |
| STIP | ISHARES TR | $13.03万 | 0.05% | 1,275 | 1,181 | 1,256.4% | $12.07万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $13.22万 | 0.05% | 1,848 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $13.30万 | 0.05% | 1,340 | 200 | 17.5% | $1.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $13.74万 | 0.05% | 317 | 4 | 1.3% | $1,733 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $14.12万 | 0.05% | 2,315 | -10 | -0.4% | -$610 | 减仓 |
| TSLA | TESLA INC | $14.38万 | 0.05% | 342 | -50 | -12.8% | -$2.10万 | 减仓 |
| NUTX | NUTEX HEALTH INC | $14.44万 | 0.05% | 845 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $14.79万 | 0.05% | 295 | 25 | 9.3% | $1.25万 | 加仓 |
| BOXX | EA SERIES TRUST | $14.98万 | 0.05% | 1,279 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $15.10万 | 0.05% | 4,696 | 139 | 3.1% | $4,470 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $15.24万 | 0.06% | 1,860 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $15.88万 | 0.06% | 6,338 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $15.90万 | 0.06% | 959 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $17.02万 | 0.06% | 830 | 76 | 10.1% | $1.56万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $17.49万 | 0.06% | 4,840 | 2,500 | 106.8% | $9.03万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $17.99万 | 0.07% | 4,962 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $18.12万 | 0.07% | 1,744 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $18.66万 | 0.07% | 2,420 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $18.69万 | 0.07% | 1,380 | 765 | 124.4% | $10.36万 | 加仓 |
| — | EXXON MOBIL CORP | $19.30万 | 0.07% | 1,412 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $20.25万 | 0.07% | 668 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $20.85万 | 0.08% | 10,174 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $20.92万 | 0.08% | 863 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $21.45万 | 0.08% | 1,046 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.50万 | 0.08% | 1,673 | 1,428 | 582.9% | $18.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.58万 | 0.08% | 638 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $22.09万 | 0.08% | 2,699 | 200 | 8.0% | $1.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.37万 | 0.08% | 385 | -64 | -14.3% | -$3.72万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $22.61万 | 0.08% | 5,011 | 161 | 3.3% | $7,264 | 加仓 |
| IWF | ISHARES TR | $22.95万 | 0.08% | 1,848 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $23.05万 | 0.08% | 2,885 | 726 | 33.6% | $5.80万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.13万 | 0.08% | 952 | 130 | 15.8% | $3.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $23.97万 | 0.09% | 1,258 | 334 | 36.1% | $6.36万 | 加仓 |
| HD | HOME DEPOT INC | $24.48万 | 0.09% | 694 | 6 | 0.9% | $2,116 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.53万 | 0.09% | 3,399 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $24.60万 | 0.09% | 2,779 | 1,124 | 67.9% | $9.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.10万 | 0.09% | 7,914 | 9 | 0.1% | $285 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.37万 | 0.09% | 8,157 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $26.86万 | 0.10% | 135 | 6 | 4.7% | $1.19万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $28.09万 | 0.10% | 7,381 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $28.79万 | 0.10% | 787 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $29.37万 | 0.11% | 12,698 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $29.89万 | 0.11% | 730 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.46万 | 0.11% | 1,083 | 783 | 261.0% | $22.02万 | 加仓 |
| WMT | WALMART INC | $30.60万 | 0.11% | 2,702 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.49万 | 0.11% | 834 | 12 | 1.5% | $4,531 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $32.03万 | 0.12% | 2,808 | 0 | 0.0% | — | 不变 |