13F 机构持仓

WealthCollab, LLC

BELLEVUE WA · SEC CIK 0002017870

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SSRM 11.8%
VTI 9.5%
VXUS 7.4%
IXUS 5.0%
AVUV 4.7%
MUB 4.1%
AVDV 3.6%
BND 3.3%
VNQ 3.0%
BIV 2.4%

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
SCHA SCHWAB STRATEGIC TR $17.49万0.06%4,840 2,500106.8% $9.03万 加仓
ADBE ADOBE INC $17.02万0.06%830 7610.1% $1.56万 加仓
CVX CHEVRON CORPORATION $15.90万0.06%959 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $15.88万0.06%6,338 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $15.24万0.06%1,860 00.0% — 不变
SKM SK TELECOM CO LTD $15.10万0.05%4,696 1393.1% $4,470 加仓
BOXX EA SERIES TRUST $14.98万0.05%1,279 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $14.79万0.05%295 259.3% $1.25万 加仓
NUTX NUTEX HEALTH INC $14.44万0.05%845 00.0% — 不变
TSLA TESLA INC $14.38万0.05%342 -50-12.8% -$2.10万 减仓
ITRN ITURAN LOCATION AND CONTROL $14.12万0.05%2,315 -10-0.4% -$610 减仓
LRCX LAM RESEARCH CORP $13.74万0.05%317 41.3% $1,733 加仓
NOW SERVICENOW INC $13.30万0.05%1,340 20017.5% $1.99万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $13.22万0.05%1,848 00.0% — 不变
STIP ISHARES TR $13.03万0.05%1,275 1,1811,256.4% $12.07万 加仓
DELL DELL TECHNOLOGIES INC $12.81万0.05%297 134.6% $5,609 加仓
BABA ALIBABA GROUP HLDG LTD $12.81万0.05%1,335 -86-6.1% -$8,254 减仓
RIO RIO TINTO PLC $12.72万0.05%1,340 46753.5% $4.43万 加仓
EEM ISHARES TR $12.59万0.05%1,840 00.0% — 不变
MCD MCDONALDS CORP $12.16万0.04%450 00.0% — 不变
PFE PFIZER INC $12.08万0.04%5,017 57012.8% $1.37万 加仓
SHG SHINHAN FINANCIAL GROUP CO L $12.02万0.04%1,901 26616.3% $1.68万 加仓
PRG PROG HOLDINGS INC $12.01万0.04%2,577 1,04167.8% $4.85万 加仓
GEV GE VERNOVA INC $11.87万0.04%101 00.0% — 不变
GE GE AEROSPACE $11.81万0.04%316 -21-6.2% -$7,848 减仓
CLX CLOROX CO DEL $11.75万0.04%1,231 43153.9% $4.11万 加仓
XLP SELECT SECTOR SPDR TR $11.72万0.04%1,411 1209.3% $9,968 加仓
SIMO SILICON MOTION TECHNOLOGY CO $11.53万0.04%346 00.0% — 不变
V VISA INC $11.46万0.04%334 72.1% $2,402 加仓
QQQ INVESCO QQQ TR $11.41万0.04%155 155— $11.41万 新建仓
IYR ISHARES TR $11.33万0.04%1,108 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $11.32万0.04%112 00.0% — 不变
FCX FREEPORT MCMORAN INC $11.18万0.04%1,778 00.0% — 不变
PFFV GLOBAL X FDS $11.02万0.04%5,000 5,000— $11.02万 新建仓
SCZ ISHARES TR $10.96万0.04%1,332 00.0% — 不变
IWP ISHARES TR $10.88万0.04%743 00.0% — 不变
NVS NOVARTIS AG $10.85万0.04%692 00.0% — 不变
B BARRICK MNG CORP $10.82万0.04%2,946 00.0% — 不变
DAC DANAOS CORPORATION $10.77万0.04%880 35868.6% $4.38万 加仓
CMCSA COMCAST CORP NEW $10.71万0.04%4,363 59515.8% $1.46万 加仓
SITC SITE CTRS CORP $10.67万0.04%26,873 21,577407.4% $8.57万 加仓
RSP INVESCO EXCHANGE TRADED FD T $10.64万0.04%500 500— $10.64万 新建仓
QCOM QUALCOMM INC $10.60万0.04%573 17142.5% $3.16万 加仓
— INVESCO EXCHANGE TRADED FD T $10.59万0.04%2,238 00.0% — 不变
DFEM DIMENSIONAL ETF TRUST $10.57万0.04%2,601 00.0% — 不变
NFLX NETFLIX INC. $10.54万0.04%1,476 00.0% — 不变
AGNC AGNC INVT CORP $10.45万0.04%9,586 2,38033.0% $2.59万 加仓
SBUX STARBUCKS CORP $10.22万0.04%1,000 00.0% — 不变
MHO M/I HOMES INC $10.16万0.04%632 -8-1.2% -$1,286 减仓
IWM ISHARES TR $10.13万0.04%337 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $10.09万0.04%387 -85-18.0% -$2.22万 减仓
FNDE SCHWAB STRATEGIC TR $10.08万0.04%2,540 00.0% — 不变
SPDW SPDR INDEX SHS FDS $10.04万0.04%1,993 00.0% — 不变
SPTM SPDR SERIES TRUST $10.04万0.04%1,106 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $9.95万0.04%2,048 75057.8% $3.64万 加仓
— ARK ETF TR $9.90万0.04%3,259 00.0% — 不变
IVE ISHARES TR $9.90万0.04%436 00.0% — 不变
XLF SELECT SECTOR SPDR TR $9.78万0.04%1,825 47535.2% $2.55万 重新持有
VZ VERIZON COMMUNICATIONS INC $9.55万0.03%2,257 1004.6% $4,233 加仓
KT KT CORP $9.54万0.03%5,519 00.0% — 不变
KB KB FINL GROUP INC $9.43万0.03%898 00.0% — 不变
SPAB SPDR SERIES TRUST $9.42万0.03%3,690 00.0% — 不变
ABBV ABBVIE INC $9.41万0.03%374 -26-6.5% -$6,543 减仓
ALL ALLSTATE CORP $9.33万0.03%392 7122.1% $1.69万 加仓
SU SUNCOR ENERGY INC NEW $9.30万0.03%1,732 130.8% $698 加仓
SAN BANCO SANTANDER SA $9.28万0.03%6,722 00.0% — 不变
IJR ISHARES TR $9.25万0.03%624 12224.3% $1.81万 加仓
VIG VANGUARD SPECIALIZED FUNDS $9.23万0.03%390 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $9.10万0.03%1,028 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $9.07万0.03%94 11.1% $965 加仓
PLTR PALANTIR TECHNOLOGIES INC $9.07万0.03%777 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $8.87万0.03%2,621 00.0% — 不变
FITB FIFTH THIRD BANCORP $8.82万0.03%1,564 00.0% — 不变
XLV SELECT SECTOR SPDR TR $8.71万0.03%549 26996.1% $4.27万 加仓
ESGE ISHARES INC $8.54万0.03%1,562 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $8.15万0.03%2,360 28813.9% $9,945 加仓
EVR EVERCORE INC $8.13万0.03%238 00.0% — 不变
GSL GLOBAL SHIP LEASE INC $8.05万0.03%2,142 90272.7% $3.39万 加仓
DIS DISNEY WALT CO $8.01万0.03%832 00.0% — 不变
TPR TAPESTRY INC $7.99万0.03%546 00.0% — 不变
BSV VANGUARD BD INDEX FDS $7.93万0.03%1,018 00.0% — 不变
HACK AMPLIFY ETF TR $7.87万0.03%750 750— $7.87万 新建仓
AMG AFFILIATED MANAGERS GROUP $7.75万0.03%229 00.0% — 不变
WF WOORI FINL GROUP INC $7.70万0.03%1,341 574.4% $3,272 加仓
PPG PPG INDS INC $7.68万0.03%633 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $7.56万0.03%2,712 00.0% — 不变
WB WEIBO CORP $7.55万0.03%10,396 5,614117.4% $4.08万 加仓
WM WASTE MGMT INC DEL $7.44万0.03%334 5017.6% $1.11万 加仓
GSK GSK PLC $7.42万0.03%1,415 17013.7% $8,911 加仓
SPEM SPDR INDEX SHS FDS $7.37万0.03%1,424 00.0% — 不变
IWR ISHARES TR $7.33万0.03%664 00.0% — 不变
FINV FINVOLUTION GROUP $7.30万0.03%15,231 2,34818.2% $1.12万 加仓
SOFI SOFI TECHNOLOGIES INC $7.17万0.03%4,000 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $7.17万0.03%1,467 00.0% — 不变
VTV VANGUARD INDEX FDS $7.12万0.03%327 5419.8% $1.18万 加仓
SPIP SPDR SERIES TRUST $7.07万0.03%2,754 00.0% — 不变
MFC MANULIFE FINL CORP $7.05万0.03%1,740 00.0% — 不变
PRDO PERDOCEO ED CORP $7.04万0.03%2,199 00.0% — 不变
ABT ABBOTT LABORATORIES $6.97万0.03%768 -110-12.5% -$9,981 减仓
IX ORIX CORP $6.93万0.03%1,823 00.0% — 不变