13F 机构持仓

WEALTHGARDEN F.S. LLC

EL SEGUNDO CA · SEC CIK 0002023633

2026Q22026Q1 更早 9 个季度 🔒
$1.76亿2026Q2 申报市值
187持仓数
26.5%前十大占比 · 第一大 6.0%
26 / 5新建仓 / 清仓
申报市值走势$1.76亿2026Q2
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

IVV 6.0%
IVW 3.4%
DYNF 3.0%
NVDA 2.8%
SPYV 2.2%
ACWX 2.1%
CORO 1.9%
AAPL 1.9%
BDYN 1.7%
JPST 1.7%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$518.39万
IALT 新建仓+$190.11万
ACWX 加仓+$182.95万
IVW 加仓+$131.01万
DYNF 加仓+$129.06万

2026Q2 卖出最多 按季末市值估算

BDYN 减仓-$150.88万
QUAL 减仓-$127.01万
XLK 减仓-$116.33万
SCHG 减仓-$111.76万
EFV 减仓-$93.16万

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
RING ISHARES INC $00.00%0 -6,734-100.0% -$53.18万 清仓
SCHQ SCHWAB STRATEGIC TR $00.00%0 -9,648-100.0% -$30.32万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,420-100.0% -$24.49万 清仓
GLDM WORLD GOLD TR $00.00%0 -2,366-100.0% -$21.93万 清仓
GAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,456-100.0% -$21.12万 清仓
NJUL INNOVATOR ETFS TRUST $20.09万0.11%2,594 2,594— $20.09万 新建仓
SPEM SPDR INDEX SHS FDS $20.24万0.11%3,909 3,909— $20.24万 新建仓
HYS PIMCO ETF TR $20.36万0.12%2,177 2,177— $20.36万 新建仓
INTC INTEL CORP $20.79万0.12%1,489 1,489— $20.79万 新建仓
AOM ISHARES TR $21.11万0.12%4,231 00.0% — 不变
VV VANGUARD INDEX FDS $21.36万0.12%621 -14-2.2% -$4,815 重新持有
EVUS ISHARES TR $21.48万0.12%6,119 -388-6.0% -$1.36万 减仓
— INNOVATOR ETFS TRUST $21.49万0.12%7,825 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $21.58万0.12%5,980 5,980— $21.58万 新建仓
DIS DISNEY WALT CO $21.70万0.12%2,255 -22-1.0% -$2,118 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $21.71万0.12%455 455— $21.71万 新建仓
— INNOVATOR ETFS TRUST $21.81万0.12%7,016 -106-1.5% -$3,294 减仓
VTV VANGUARD INDEX FDS $21.86万0.12%1,003 1,003— $21.86万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $22.03万0.12%931 931— $22.03万 新建仓
JNJ JOHNSON & JOHNSON $22.20万0.13%874 30.3% $762 加仓
— INNOVATOR ETFS TRUST $22.41万0.13%6,561 00.0% — 不变
XTEN BONDBLOXX ETF TRUST $22.43万0.13%4,921 -2,760-35.9% -$12.58万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $22.68万0.13%4,416 00.0% — 不变
— INNOVATOR ETFS TRUST $22.98万0.13%8,099 00.0% — 不变
— INNOVATOR ETFS TRUST $23.03万0.13%8,339 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $23.26万0.13%7,450 00.0% — 不变
SMH VANECK ETF TRUST $23.51万0.13%358 -476-57.1% -$31.26万 减仓
SCHM SCHWAB STRATEGIC TR $23.55万0.13%6,386 -487-7.1% -$1.80万 减仓
IAGG ISHARES TR $23.69万0.13%4,682 -5,377-53.5% -$27.21万 减仓
RSP INVESCO EXCHANGE TRADED FD T $23.71万0.13%1,114 -2,706-70.8% -$57.59万 减仓
JUNW AIM ETF PRODUCTS TRUST $24.11万0.14%7,011 -17-0.2% -$585 减仓
TLH ISHARES TR $24.21万0.14%2,412 -5,446-69.3% -$54.66万 减仓
CAT CATERPILLAR INC $24.35万0.14%229 229— $24.35万 新建仓
AGG ISHARES TR $24.38万0.14%2,463 37417.9% $3.70万 加仓
GLW CORNING INC $24.43万0.14%956 956— $24.43万 新建仓
VOO VANGUARD INDEX FDS $24.58万0.14%358 358— $24.58万 新建仓
— INNOVATOR ETFS TRUST $25.07万0.14%9,851 00.0% — 不变
SPMD SPDR SERIES TRUST $25.18万0.14%3,727 661.8% $4,459 加仓
JAJL INNOVATOR ETFS TRUST $25.40万0.14%8,493 -42-0.5% -$1,256 减仓
CWI SPDR INDEX SHS FDS $25.98万0.15%6,387 -161-2.5% -$6,548 减仓
— INNOVATOR ETFS TRUST $26.16万0.15%9,820 9,820— $26.16万 新建仓
— FIRST TR EXCHNG TRADED FD VI $26.46万0.15%5,959 00.0% — 不变
— INNOVATOR ETFS TRUST $26.76万0.15%10,183 -18-0.2% -$473 减仓
FMAT FIDELITY COVINGTON TRUST $27.28万0.15%4,662 -203-4.2% -$1.19万 减仓
EMXC ISHARES INC $27.87万0.16%2,725 2,725— $27.87万 新建仓
SUSC ISHARES TR $28.19万0.16%12,175 -538-4.2% -$1.25万 减仓
RTX RTX CORPORATION $28.43万0.16%1,498 1,498— $28.43万 新建仓
TOTL SSGA ACTIVE ETF TR $28.44万0.16%7,205 110.2% $434 加仓
NEAR ISHARES U S ETF TR $28.72万0.16%5,669 76915.7% $3.90万 加仓
ESGE ISHARES INC $28.87万0.16%5,278 -1,075-16.9% -$5.88万 减仓
TLT ISHARES TR $29.00万0.16%3,356 -1,099-24.7% -$9.50万 减仓
FSEP FIRST TR EXCHNG TRADED FD VI $29.34万0.17%5,326 -10,830-67.0% -$59.65万 减仓
TFI SPDR SERIES TRUST $29.60万0.17%6,462 1,82839.4% $8.37万 加仓
VUG VANGUARD INDEX FDS $29.65万0.17%3,442 -230-6.3% -$1.98万 减仓
EFG ISHARES TR $29.78万0.17%2,394 26212.3% $3.26万 加仓
LGLV SPDR SERIES TRUST $29.82万0.17%1,644 10.1% $181 加仓
EWJ ISHARES INC $30.10万0.17%3,227 -1,426-30.6% -$13.30万 减仓
SUSA ISHARES TR $30.51万0.17%1,977 -216-9.8% -$3.33万 减仓
EAGG ISHARES TR $30.98万0.18%6,534 -129-1.9% -$6,116 减仓
DMXF ISHARES TR $31.61万0.18%3,736 -111-2.9% -$9,392 减仓
— FIRST TR EXCHNG TRADED FD VI $31.80万0.18%9,465 -9-0.1% -$302 减仓
VLUE ISHARES TR $31.86万0.18%1,594 -1,335-45.6% -$26.68万 减仓
— INNOVATOR ETFS TRUST $31.96万0.18%8,555 00.0% — 不变
URTH ISHARES INC $33.62万0.19%1,659 -2-0.1% -$405 减仓
LMUB ISHARES TR $33.85万0.19%6,608 6,608— $33.85万 新建仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $34.02万0.19%33,033 00.0% — 不变
HACK AMPLIFY ETF TR $35.05万0.20%3,340 00.0% — 不变
XAR SPDR SERIES TRUST $35.23万0.20%1,241 20920.3% $5.93万 加仓
BDEC INNOVATOR ETFS TRUST $35.51万0.20%6,674 00.0% — 不变
VTEC VANGUARD CALIF TAX FREE FDS $36.42万0.21%3,620 3,620— $36.42万 新建仓
IWB ISHARES TR $36.65万0.21%895 00.0% — 不变
BALT INNOVATOR ETFS TRUST $37.77万0.21%11,021 3,68250.2% $12.62万 加仓
ITOT ISHARES TR $38.64万0.22%2,352 -2-0.1% -$329 减仓
— FIRST TR EXCHNG TRADED FD VI $41.02万0.23%17,149 00.0% — 不变
ITB ISHARES TR $41.76万0.24%3,997 -125-3.0% -$1.31万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $42.09万0.24%2,752 00.0% — 不变
XLE SELECT SECTOR SPDR TR $43.43万0.25%8,178 1,26018.2% $6.69万 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $43.94万0.25%9,379 00.0% — 不变
BINC BLACKROCK ETF TRUST II $43.95万0.25%8,396 -10,952-56.6% -$57.32万 减仓
XLY SELECT SECTOR SPDR TR $44.22万0.25%3,770 -2,664-41.4% -$31.25万 减仓
DSI ISHARES TR $44.79万0.25%3,146 -72-2.2% -$1.03万 减仓
IBIT ISHARES BITCOIN TRUST ETF $45.02万0.26%13,524 4,50950.0% $15.01万 加仓
SPDW SPDR INDEX SHS FDS $46.17万0.26%9,162 150.2% $756 加仓
SCHP SCHWAB STRATEGIC TR $46.79万0.27%17,656 17,656— $46.79万 新建仓
SFLR INNOVATOR ETFS TRUST $46.93万0.27%12,165 6605.7% $2.55万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $48.86万0.28%9,915 10.0% $49 加仓
SCHZ SCHWAB STRATEGIC TR $49.34万0.28%21,333 1,1155.5% $2.58万 加仓
IJAN INNOVATOR ETFS TRUST $50.02万0.28%13,136 -2-0.0% -$76 减仓
IHI ISHARES TR $50.25万0.28%10,170 -1,935-16.0% -$9.56万 减仓
LQD ISHARES TR $50.59万0.29%4,638 -4,960-51.7% -$54.10万 减仓
— FIRST TR EXCHNG TRADED FD VI $50.82万0.29%18,298 -10-0.1% -$278 减仓
KJAN INNOVATOR ETFS TRUST $50.85万0.29%11,144 00.0% — 不变
MUB ISHARES TR $50.88万0.29%4,728 60414.6% $6.50万 加仓
— INNOVATOR ETFS TRUST $50.91万0.29%12,383 00.0% — 不变
— INNOVATOR ETFS TRUST $51.21万0.29%16,143 7,67690.7% $24.35万 加仓
— INNOVATOR ETFS TRUST $52.28万0.30%16,609 -210-1.2% -$6,611 减仓
USMV ISHARES TR $52.66万0.30%5,459 621.1% $5,981 加仓
IEUR ISHARES TR $52.88万0.30%7,034 -9,069-56.3% -$68.18万 减仓
ABBV ABBVIE INC $53.43万0.30%2,123 46027.7% $11.58万 加仓
ABNB AIRBNB INC $53.79万0.31%3,759 3,759— $53.79万 新建仓