Wallace Hart LLC
LEXINGTON KY · SEC CIK 0002018963
$7,258.04万2026Q1 申报市值
34持仓数
88.3%前十大占比 · 第一大 57.1%
0 / 19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
IYG 重新持有+$291.39万
IGM 加仓+$115.81万
IYW 加仓+$114.02万
EFA 加仓+$77.96万
PWR 加仓+$58.25万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$4,094.00万
SPY 减仓-$386.82万
SOXX 清仓-$184.76万
MSFT 减仓-$121.27万
APP 清仓-$119.06万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $4,142.60万 | 57.08% | 63,699 | -5,948 | -8.5% | -$386.82万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $569.95万 | 7.85% | 12,010 | -86 | -0.7% | -$4.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $408.76万 | 5.63% | 7,082 | -70,931 | -90.9% | -$4,094.00万 | 减仓 |
| IYG | ISHARES TR | $319.84万 | 4.41% | 38,609 | 35,175 | 1,024.3% | $291.39万 | 重新持有 |
| IGM | ISHARES TR | $286.64万 | 3.95% | 24,187 | 9,772 | 67.8% | $115.81万 | 加仓 |
| IYW | ISHARES TR | $280.48万 | 3.86% | 15,460 | 6,285 | 68.5% | $114.02万 | 加仓 |
| AAPL | APPLE INC | $112.23万 | 1.55% | 4,422 | -3,288 | -42.6% | -$83.45万 | 减仓 |
| MSTR | STRATEGY INC | $104.83万 | 1.44% | 8,400 | -40 | -0.5% | -$4,992 | 减仓 |
| PWR | QUANTA SVCS INC | $92.45万 | 1.27% | 1,684 | 1,061 | 170.3% | $58.25万 | 加仓 |
| GLD | SPDR GOLD TR | $88.51万 | 1.22% | 2,057 | 1,038 | 101.9% | $44.66万 | 加仓 |
| KLAC | KLA CORP | $82.75万 | 1.14% | 562 | 325 | 137.1% | $47.85万 | 加仓 |
| EFA | ISHARES TR | $78.33万 | 1.08% | 8,064 | 8,026 | 21,121.1% | $77.96万 | 加仓 |
| MMM | 3M CO | $72.70万 | 1.00% | 5,006 | 3,021 | 152.2% | $43.87万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $68.12万 | 0.94% | 1,898 | 1,173 | 161.8% | $42.10万 | 加仓 |
| AMZN | AMAZON COM INC | $67.25万 | 0.93% | 3,229 | -3,740 | -53.7% | -$77.89万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $66.53万 | 0.92% | 24,705 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $65.10万 | 0.90% | 3,837 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $61.88万 | 0.85% | 621 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $43.90万 | 0.60% | 25,347 | 12,084 | 91.1% | $20.93万 | 加仓 |
| TLT | ISHARES TR | $38.83万 | 0.53% | 4,479 | 2,440 | 119.7% | $21.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.42万 | 0.47% | 1,611 | -4,747 | -74.7% | -$101.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $32.28万 | 0.44% | 872 | -3,276 | -79.0% | -$121.27万 | 减仓 |
| TMUS | T-MOBILE US INC | $30.33万 | 0.42% | 1,444 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $24.99万 | 0.34% | 542 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.42万 | 0.32% | 693 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $23.10万 | 0.32% | 1,190 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $13.74万 | 0.19% | 230 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $12.32万 | 0.17% | 384 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $7.16万 | 0.10% | 365 | 350 | 2,333.3% | $6.87万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.06万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $9,190 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $5,678 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $5,639 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $5,125 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -6,135 | -100.0% | -$184.76万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,767 | -100.0% | -$119.06万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -2,398 | -100.0% | -$107.84万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,758 | -100.0% | -$102.35万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -4,514 | -100.0% | -$81.32万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2,286 | -100.0% | -$80.76万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -2,435 | -100.0% | -$75.54万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -2,396 | -100.0% | -$75.19万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,502 | -100.0% | -$70.41万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$65.64万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,136 | -100.0% | -$63.23万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -2,553 | -100.0% | -$57.42万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -5,392 | -100.0% | -$50.56万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,582 | -100.0% | -$41.56万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -3,990 | -100.0% | -$36.39万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,868 | -100.0% | -$32.63万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -526 | -100.0% | -$31.82万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,053 | -100.0% | -$29.00万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,023 | -100.0% | -$20.30万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |