Broadway Wealth Solutions, Inc.
San Antonio TX · SEC CIK 0002021265
$1.93亿2026Q1 申报市值
95持仓数
74.5%前十大占比 · 第一大 19.6%
5 / 3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
USTB 加仓+$201.98万
FTRB 加仓+$198.50万
SPYM 加仓+$162.89万
JPIB 加仓+$54.45万
FMDE 加仓+$40.61万
2026Q1 卖出最多 按季末市值估算
SPTM 清仓-$37.20万
ROP 清仓-$33.04万
ADBE 清仓-$31.99万
VLO 重新持有-$14.18万
SLV 减仓-$14.00万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3,786.72万 | 19.58% | 494,737 | 21,282 | 4.5% | $162.89万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $2,832.23万 | 14.65% | 559,951 | 39,933 | 7.7% | $201.98万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $2,804.86万 | 14.50% | 1,115,476 | 78,944 | 7.6% | $198.50万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,632.54万 | 8.44% | 192,426 | 1,125 | 0.6% | $9.54万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $730.36万 | 3.78% | 152,731 | 11,386 | 8.1% | $54.45万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $693.74万 | 3.59% | 86,094 | -558 | -0.6% | -$4.50万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $648.80万 | 3.35% | 180,422 | 11,294 | 6.7% | $40.61万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $456.67万 | 2.36% | 135,630 | -1,813 | -1.3% | -$6.10万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $433.30万 | 2.24% | 164,753 | 12,007 | 7.9% | $31.58万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $380.22万 | 1.97% | 44,986 | 1,832 | 4.2% | $15.48万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $342.07万 | 1.77% | 30,965 | 880 | 2.9% | $9.72万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $306.10万 | 1.58% | 121,473 | 7,171 | 6.3% | $18.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $268.16万 | 1.39% | 15,376 | 941 | 6.5% | $16.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $210.84万 | 1.09% | 5,696 | 817 | 16.7% | $30.24万 | 加仓 |
| AAPL | APPLE INC | $210.11万 | 1.09% | 8,279 | -217 | -2.6% | -$5.51万 | 减仓 |
| RTX | RTX CORPORATION | $201.37万 | 1.04% | 10,439 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $200.70万 | 1.04% | 2,014 | 12 | 0.6% | $1.20万 | 加仓 |
| AMZN | AMAZON COM INC | $184.90万 | 0.96% | 8,878 | 136 | 1.6% | $2.83万 | 加仓 |
| — | EXXON MOBIL CORP | $133.68万 | 0.69% | 7,879 | 264 | 3.5% | $4.48万 | 加仓 |
| AVGO | BROADCOM INC | $105.54万 | 0.55% | 3,410 | 608 | 21.7% | $18.82万 | 加仓 |
| TSLA | TESLA INC | $95.06万 | 0.49% | 2,557 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $88.58万 | 0.46% | 5,107 | -9 | -0.2% | -$1,561 | 减仓 |
| GOOGL | ALPHABET INC | $80.89万 | 0.42% | 2,813 | -179 | -6.0% | -$5.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.30万 | 0.38% | 3,024 | 201 | 7.1% | $4.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $67.06万 | 0.35% | 2,280 | 114 | 5.3% | $3.35万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $61.84万 | 0.32% | 6,243 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $59.00万 | 0.31% | 2,414 | -274 | -10.2% | -$6.70万 | 减仓 |
| CSCO | CISCO SYS INC | $58.45万 | 0.30% | 7,533 | 267 | 3.7% | $2.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $57.06万 | 0.30% | 3,559 | 564 | 18.8% | $9.04万 | 加仓 |
| WMT | WALMART INC | $53.62万 | 0.28% | 4,315 | -349 | -7.5% | -$4.34万 | 减仓 |
| META | META PLATFORMS INC | $53.22万 | 0.28% | 930 | 49 | 5.6% | $2.80万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.41万 | 0.27% | 806 | -20 | -2.4% | -$1.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.73万 | 0.27% | 611 | 161 | 35.8% | $13.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.58万 | 0.26% | 2,444 | 74 | 3.1% | $1.53万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.86万 | 0.25% | 2,464 | 1,222 | 98.4% | $24.23万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $46.64万 | 0.24% | 7,218 | -593 | -7.6% | -$3.83万 | 减仓 |
| IAU | ISHARES GOLD TR | $44.56万 | 0.23% | 5,054 | -1,132 | -18.3% | -$9.98万 | 减仓 |
| GLD | SPDR GOLD TR | $39.50万 | 0.20% | 918 | -230 | -20.0% | -$9.90万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $39.23万 | 0.20% | 5,454 | 776 | 16.6% | $5.58万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $39.16万 | 0.20% | 3,728 | 41 | 1.1% | $4,306 | 加仓 |
| PEP | PEPSICO INC | $38.98万 | 0.20% | 2,510 | 94 | 3.9% | $1.46万 | 加仓 |
| TJX | TJX COS INC NEW | $38.73万 | 0.20% | 2,425 | 8 | 0.3% | $1,278 | 加仓 |
| INTC | INTEL CORP | $38.68万 | 0.20% | 8,765 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $37.89万 | 0.20% | 412 | 4 | 1.0% | $3,679 | 加仓 |
| CRM | SALESFORCE INC | $37.83万 | 0.20% | 2,027 | 584 | 40.5% | $10.90万 | 加仓 |
| NFLX | NETFLIX INC. | $37.67万 | 0.19% | 3,918 | 974 | 33.1% | $9.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.63万 | 0.19% | 1,638 | 50 | 3.1% | $1.15万 | 加仓 |
| INTU | INTUIT | $36.90万 | 0.19% | 853 | 400 | 88.3% | $17.30万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.28万 | 0.19% | 3,860 | 32 | 0.8% | $3,007 | 加仓 |
| LOW | LOWES COS INC | $36.25万 | 0.19% | 1,534 | 51 | 3.4% | $1.21万 | 加仓 |
| APH | AMPHENOL CORP | $35.40万 | 0.18% | 2,802 | -236 | -7.8% | -$2.98万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $35.27万 | 0.18% | 6,119 | 855 | 16.2% | $4.93万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $34.62万 | 0.18% | 82 | 11 | 15.5% | $4.64万 | 加仓 |
| TMUS | T-MOBILE US INC | $34.48万 | 0.18% | 1,642 | 253 | 18.2% | $5.31万 | 加仓 |
| MCK | MCKESSON CORP | $34.35万 | 0.18% | 397 | -27 | -6.4% | -$2.34万 | 减仓 |
| V | VISA INC | $34.15万 | 0.18% | 1,130 | 100 | 9.7% | $3.02万 | 加仓 |
| DE | DEERE & CO | $34.14万 | 0.18% | 606 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.02万 | 0.18% | 692 | 79 | 12.9% | $3.88万 | 加仓 |
| IVV | ISHARES TR | $33.84万 | 0.17% | 518 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $33.51万 | 0.17% | 3,205 | 3,205 | — | $33.51万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $33.48万 | 0.17% | 1,963 | 267 | 15.7% | $4.55万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $33.20万 | 0.17% | 2,980 | 592 | 24.8% | $6.60万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.75万 | 0.17% | 2,082 | 142 | 7.3% | $2.23万 | 加仓 |
| AON | AON PLC | $32.73万 | 0.17% | 1,014 | 142 | 16.3% | $4.58万 | 加仓 |
| SLV | ISHARES SILVER TR | $32.69万 | 0.17% | 4,798 | -2,054 | -30.0% | -$14.00万 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.52万 | 0.17% | 765 | 159 | 26.2% | $6.76万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.34万 | 0.17% | 3,482 | -269 | -7.2% | -$2.50万 | 减仓 |
| ETN | EATON CORP PLC | $32.12万 | 0.17% | 898 | 42 | 4.9% | $1.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.98万 | 0.17% | 737 | -51 | -6.5% | -$2.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.65万 | 0.16% | 6,106 | 188 | 3.2% | $9,438 | 加仓 |
| UNP | UNION PAC CORP | $30.51万 | 0.16% | 1,257 | -23 | -1.8% | -$5,582 | 减仓 |
| ULTA | ULTA BEAUTY INC | $29.74万 | 0.15% | 569 | -123 | -17.8% | -$6.43万 | 减仓 |
| VLO | VALERO ENERGY CORP | $29.25万 | 0.15% | 1,184 | -574 | -32.7% | -$14.18万 | 重新持有 |
| KO | COCA COLA CO | $27.56万 | 0.14% | 3,624 | 192 | 5.6% | $1.46万 | 加仓 |
| HD | HOME DEPOT INC | $27.50万 | 0.14% | 836 | 56 | 7.2% | $1.84万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.45万 | 0.14% | 454 | -30 | -6.2% | -$1.81万 | 减仓 |
| SYK | STRYKER CORPORATION | $27.01万 | 0.14% | 822 | 74 | 9.9% | $2.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.69万 | 0.14% | 10,633 | 10,633 | — | $26.69万 | 新建仓 |
| LIN | LINDE PLC | $26.42万 | 0.14% | 533 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.34万 | 0.14% | 427 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $26.06万 | 0.13% | 1,153 | -137 | -10.6% | -$3.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.56万 | 0.13% | 845 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $23.58万 | 0.12% | 3,293 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $23.40万 | 0.12% | 1,786 | 105 | 6.2% | $1.38万 | 加仓 |
| ORCL | ORACLE CORP | $23.33万 | 0.12% | 1,586 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $23.16万 | 0.12% | 1,193 | -207 | -14.8% | -$4.02万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $22.75万 | 0.12% | 5,091 | -211 | -4.0% | -$9,430 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.15万 | 0.11% | 1,125 | 2 | 0.2% | $394 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.22万 | 0.11% | 311 | -66 | -17.5% | -$4.50万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $20.93万 | 0.11% | 1,058 | 1,058 | — | $20.93万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.74万 | 0.11% | 7,223 | 7,223 | — | $20.74万 | 新建仓 |
| MRK | MERCK & CO INC | $20.40万 | 0.11% | 1,696 | -726 | -30.0% | -$8.73万 | 重新持有 |
| CLSK | CLEANSPARK INC | $9.36万 | 0.05% | 11,000 | 11,000 | — | $9.36万 | 新建仓 |
| MMT | MFS MULTIMARKET INCOME TR | $6.88万 | 0.04% | 14,900 | 0 | 0.0% | — | 不变 |
| — | SINTX TECHNOLOGIES INC | $2.50万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,509 | -100.0% | -$37.20万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -742 | -100.0% | -$33.04万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -914 | -100.0% | -$31.99万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |