Broadway Wealth Solutions, Inc.
San Antonio TX · SEC CIK 0002021265
$2.14亿2026Q2 申报市值
92持仓数
74.6%前十大占比 · 第一大 21.2%
8 / 13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
SPYM 加仓+$184.95万
FTRB 加仓+$121.33万
USTB 加仓+$95.41万
NVDA 加仓+$89.22万
JPIB 加仓+$62.35万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$133.68万
MRVL 清仓-$61.84万
INTU 清仓-$36.90万
IQV 清仓-$33.48万
APO 清仓-$33.20万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,532.70万 | 21.17% | 515,783 | 21,046 | 4.3% | $184.95万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $2,929.88万 | 13.69% | 578,799 | 18,848 | 3.4% | $95.41万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $2,920.62万 | 13.64% | 1,163,826 | 48,350 | 4.3% | $121.33万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,777.29万 | 8.30% | 199,247 | 6,821 | 3.5% | $60.84万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $836.84万 | 3.91% | 86,728 | 634 | 0.7% | $6.12万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $800.81万 | 3.74% | 165,627 | 12,896 | 8.4% | $62.35万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $764.69万 | 3.57% | 188,440 | 8,018 | 4.4% | $32.54万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $495.76万 | 2.32% | 141,525 | 5,895 | 4.3% | $20.65万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $459.08万 | 2.14% | 46,565 | 1,579 | 3.5% | $15.57万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $454.32万 | 2.12% | 173,205 | 8,452 | 5.1% | $22.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $396.87万 | 1.85% | 19,835 | 4,459 | 29.0% | $89.22万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $395.66万 | 1.85% | 31,714 | 749 | 2.4% | $9.34万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $372.94万 | 1.74% | 129,898 | 8,425 | 6.9% | $24.19万 | 加仓 |
| AAPL | APPLE INC | $282.87万 | 1.32% | 9,776 | 1,497 | 18.1% | $43.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $230.75万 | 1.08% | 6,186 | 490 | 8.6% | $18.28万 | 加仓 |
| AMZN | AMAZON COM INC | $215.89万 | 1.01% | 9,058 | 180 | 2.0% | $4.29万 | 加仓 |
| RTX | RTX CORPORATION | $198.06万 | 0.93% | 10,439 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $188.71万 | 0.88% | 2,017 | 3 | 0.1% | $2,807 | 加仓 |
| TSLA | TESLA INC | $132.83万 | 0.62% | 3,158 | 601 | 23.5% | $25.28万 | 加仓 |
| INTC | INTEL CORP | $122.82万 | 0.57% | 8,796 | 31 | 0.4% | $4,329 | 加仓 |
| AVGO | BROADCOM INC | $121.15万 | 0.57% | 3,207 | -203 | -6.0% | -$7.67万 | 减仓 |
| GOOGL | ALPHABET INC | $117.72万 | 0.55% | 3,294 | 481 | 17.1% | $17.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $101.59万 | 0.47% | 2,979 | -580 | -16.3% | -$19.78万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $99.44万 | 0.46% | 5,966 | 859 | 16.8% | $14.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $85.19万 | 0.40% | 3,029 | 5 | 0.2% | $1,406 | 加仓 |
| CSCO | CISCO SYS INC | $79.22万 | 0.37% | 6,745 | -788 | -10.5% | -$9.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $75.49万 | 0.35% | 2,306 | 26 | 1.1% | $8,511 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $63.88万 | 0.30% | 2,515 | 101 | 4.2% | $2.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.84万 | 0.28% | 602 | -9 | -1.5% | -$9,096 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.30万 | 0.28% | 808 | 2 | 0.2% | $1,493 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $57.56万 | 0.27% | 4,876 | 1,148 | 30.8% | $13.55万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $56.55万 | 0.26% | 6,201 | -1,017 | -14.1% | -$9.28万 | 减仓 |
| META | META PLATFORMS INC | $55.73万 | 0.26% | 989 | 59 | 6.3% | $3.32万 | 加仓 |
| LLY | ELI LILLY & CO | $51.70万 | 0.24% | 431 | 19 | 4.6% | $2.28万 | 加仓 |
| APH | AMPHENOL CORP | $49.55万 | 0.23% | 2,810 | 8 | 0.3% | $1,411 | 加仓 |
| WMT | WALMART INC | $49.04万 | 0.23% | 4,330 | 15 | 0.3% | $1,699 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $43.10万 | 0.20% | 2,418 | 368 | 18.0% | $6.56万 | 加仓 |
| V | VISA INC | $40.45万 | 0.19% | 1,179 | 49 | 4.3% | $1.68万 | 加仓 |
| ETN | EATON CORP PLC | $39.37万 | 0.18% | 924 | 26 | 2.9% | $1.11万 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.26万 | 0.18% | 1,761 | 123 | 7.5% | $2.74万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.13万 | 0.18% | 5,423 | -31 | -0.6% | -$2,237 | 减仓 |
| IVV | ISHARES TR | $38.79万 | 0.18% | 518 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $38.72万 | 0.18% | 2,336 | -108 | -4.4% | -$1.79万 | 减仓 |
| DE | DEERE & CO | $38.44万 | 0.18% | 606 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.16万 | 0.18% | 5,054 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.66万 | 0.18% | 751 | 59 | 8.5% | $2.96万 | 加仓 |
| TJX | TJX COS INC NEW | $37.44万 | 0.17% | 2,471 | 46 | 1.9% | $6,970 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.14万 | 0.17% | 4,025 | 165 | 4.3% | $1.52万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $36.07万 | 0.17% | 836 | 836 | — | $36.07万 | 新建仓 |
| GLD | SPDR GOLD TR | $36.03万 | 0.17% | 978 | 60 | 6.5% | $2.21万 | 加仓 |
| UNP | UNION PAC CORP | $35.90万 | 0.17% | 1,320 | 63 | 5.0% | $1.71万 | 加仓 |
| PEP | PEPSICO INC | $35.78万 | 0.17% | 2,643 | 133 | 5.3% | $1.80万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $35.53万 | 0.17% | 6,143 | 24 | 0.4% | $1,388 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $35.18万 | 0.16% | 2,827 | 363 | 14.7% | $4.52万 | 加仓 |
| LOW | LOWES COS INC | $35.15万 | 0.16% | 1,594 | 60 | 3.9% | $1.32万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.00万 | 0.16% | 12,087 | 1,454 | 13.7% | $4.21万 | 加仓 |
| NOW | SERVICENOW INC | $34.55万 | 0.16% | 3,480 | 275 | 8.6% | $2.73万 | 加仓 |
| AON | AON PLC | $34.53万 | 0.16% | 1,041 | 27 | 2.7% | $8,956 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $33.64万 | 0.16% | 810 | 73 | 9.9% | $3.03万 | 加仓 |
| MCK | MCKESSON CORP | $32.79万 | 0.15% | 434 | 37 | 9.3% | $2.80万 | 加仓 |
| HD | HOME DEPOT INC | $32.73万 | 0.15% | 928 | 92 | 11.0% | $3.24万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $32.29万 | 0.15% | 716 | 147 | 25.8% | $6.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.24万 | 0.15% | 3,673 | 191 | 5.5% | $1.68万 | 加仓 |
| VLO | VALERO ENERGY CORP | $30.98万 | 0.14% | 1,190 | 6 | 0.5% | $1,562 | 加仓 |
| TMUS | T-MOBILE US INC | $30.20万 | 0.14% | 1,801 | 159 | 9.7% | $2.67万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.03万 | 0.14% | 427 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $29.82万 | 0.14% | 1,061 | -64 | -5.7% | -$1.80万 | 减仓 |
| NFLX | NETFLIX INC. | $29.56万 | 0.14% | 4,140 | 222 | 5.7% | $1.59万 | 加仓 |
| CRM | SALESFORCE INC | $29.55万 | 0.14% | 1,886 | -141 | -7.0% | -$2.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $29.37万 | 0.14% | 6,881 | 6,881 | — | $29.37万 | 新建仓 |
| GLW | CORNING INC | $29.32万 | 0.14% | 1,148 | 1,148 | — | $29.32万 | 新建仓 |
| KO | COCA COLA CO | $29.17万 | 0.14% | 3,589 | -35 | -1.0% | -$2,845 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.58万 | 0.13% | 845 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.28万 | 0.13% | 545 | 12 | 2.3% | $6,227 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.93万 | 0.13% | 937 | -256 | -21.5% | -$7.63万 | 减仓 |
| EMR | EMERSON ELEC CO | $26.08万 | 0.12% | 1,822 | 36 | 2.0% | $5,153 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $25.95万 | 0.12% | 5,091 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $25.65万 | 0.12% | 4,798 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.93万 | 0.12% | 489 | 35 | 7.7% | $1.78万 | 加仓 |
| QCOM | QUALCOMM INC | $24.89万 | 0.12% | 1,347 | 153 | 12.8% | $2.83万 | 重新持有 |
| GE | GE AEROSPACE | $24.63万 | 0.12% | 659 | 659 | — | $24.63万 | 新建仓 |
| ABBV | ABBVIE INC | $24.43万 | 0.11% | 971 | 971 | — | $24.43万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.90万 | 0.11% | 5,645 | -461 | -7.5% | -$1.95万 | 减仓 |
| ORCL | ORACLE CORP | $23.24万 | 0.11% | 1,586 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.92万 | 0.10% | 1,706 | 10 | 0.6% | $1,285 | 加仓 |
| SYK | STRYKER CORPORATION | $21.00万 | 0.10% | 667 | -155 | -18.9% | -$4.88万 | 减仓 |
| BA | BOEING CO | $20.98万 | 0.10% | 969 | 0 | 0.0% | — | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $20.89万 | 0.10% | 3,806 | 3,806 | — | $20.89万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.78万 | 0.10% | 500 | 500 | — | $20.78万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.68万 | 0.10% | 406 | 95 | 30.5% | $4.84万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $20.27万 | 0.09% | 3,515 | 3,515 | — | $20.27万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $6.56万 | 0.03% | 14,900 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,879 | -100.0% | -$133.68万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -6,243 | -100.0% | -$61.84万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -853 | -100.0% | -$36.90万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,963 | -100.0% | -$33.48万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$33.20万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,082 | -100.0% | -$32.75万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -765 | -100.0% | -$32.52万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,153 | -100.0% | -$26.06万 | 清仓 |