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
XLC SELECT SECTOR SPDR TR $53.88万0.31%5,030 -3,821-43.2% -$40.93万 减仓
XLV SELECT SECTOR SPDR TR $54.34万0.31%3,425 -3,781-52.5% -$59.99万 减仓
EFV ISHARES TR $54.56万0.31%7,127 -12,169-63.1% -$93.16万 减仓
— INNOVATOR ETFS TRUST $55.52万0.31%20,540 -25-0.1% -$676 减仓
BA BOEING CO $57.43万0.33%2,653 2,653— $57.43万 新建仓
IYW ISHARES TR $57.96万0.33%2,298 -13-0.6% -$3,279 减仓
— FIDELITY COVINGTON TRUST $59.11万0.34%10,821 00.0% — 不变
VTEB VANGUARD MUN BD FDS $59.91万0.34%11,845 -2,186-15.6% -$11.06万 减仓
SPYG SPDR SERIES TRUST $59.99万0.34%5,041 -210-4.0% -$2.50万 减仓
USXF ISHARES TR $61.92万0.35%8,916 1141.3% $7,917 加仓
MBB ISHARES TR $62.12万0.35%6,572 -1,862-22.1% -$17.60万 减仓
SPAB SPDR SERIES TRUST $63.18万0.36%24,755 -45-0.2% -$1,148 减仓
GGOV BLACKROCK ETF TRUST II $63.97万0.36%12,721 12,721— $63.97万 新建仓
GOOGL ALPHABET INC $64.99万0.37%1,818 50838.8% $18.16万 加仓
JNK SPDR SERIES TRUST $66.08万0.37%6,857 851.3% $8,191 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $66.35万0.38%11,806 4,81568.9% $27.06万 加仓
— FIRST TR EXCHNG TRADED FD VI $67.90万0.39%24,656 00.0% — 不变
— INNOVATOR ETFS TRUST $68.87万0.39%22,019 00.0% — 不变
IEV ISHARES TR $69.32万0.39%9,515 -483-4.8% -$3.52万 减仓
CGGR CAPITAL GROUP GROWTH ETF $69.70万0.40%14,768 -100-0.7% -$4,720 减仓
NFLX NETFLIX INC. $69.77万0.40%9,772 1,20214.0% $8.58万 加仓
VTI VANGUARD INDEX FDS $71.13万0.40%1,922 46031.5% $17.02万 加仓
LCTU BLACKROCK ETF TRUST $71.20万0.40%8,882 -195-2.1% -$1.56万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $74.79万0.42%12,476 12,476— $74.79万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.42%1 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $75.25万0.43%28,745 12,91881.6% $33.82万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $75.63万0.43%8,394 8,394— $75.63万 新建仓
IJH ISHARES TR $77.37万0.44%10,034 00.0% — 不变
MTUM ISHARES TR $80.27万0.46%2,341 2,341— $80.27万 新建仓
PANW PALO ALTO NETWORKS INC $80.80万0.46%2,369 2,369— $80.80万 新建仓
IWM ISHARES TR $81.36万0.46%2,708 00.0% — 不变
ITA ISHARES TR $82.38万0.47%3,398 -9-0.3% -$2,182 减仓
— AMERICAN CENTY ETF TR $82.39万0.47%16,390 1,3218.8% $6.64万 加仓
GOVT ISHARES TR $84.57万0.48%37,125 12,25849.3% $27.92万 加仓
IVLU ISHARES TR $90.82万0.51%21,718 00.0% — 不变
BDVL BLACKROCK ETF TRUST $92.15万0.52%35,468 -34,836-49.6% -$90.50万 减仓
SPY STATE STR SPDR S&P 500 ETF T $93.01万0.53%1,245 48563.8% $36.23万 加仓
BFLX BLACKROCK ETF TRUST $95.21万0.54%37,164 37,164— $95.21万 新建仓
IOCT INNOVATOR ETFS TRUST $97.43万0.55%26,340 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $98.07万0.56%36,594 00.0% — 不变
JPM JPMORGAN CHASE & CO $99.80万0.57%3,049 110.4% $3,601 加仓
IEMG ISHARES INC $100.87万0.57%12,177 -371-3.0% -$3.07万 减仓
SCHB SCHWAB STRATEGIC TR $101.57万0.58%35,074 9672.8% $2.80万 加仓
SOXX ISHARES TR $102.32万0.58%1,597 -70-4.2% -$4.48万 减仓
IEFA ISHARES TR $103.22万0.59%10,687 -8,357-43.9% -$80.71万 减仓
IWF ISHARES TR $105.70万0.60%8,513 10.0% $124 加仓
XLI SELECT SECTOR SPDR TR $106.82万0.61%5,767 -2,593-31.0% -$48.03万 减仓
— FIRST TR EXCHNG TRADED FD VI $120.95万0.69%27,223 -13-0.0% -$578 减仓
LLY ELI LILLY & CO $121.14万0.69%1,010 434.4% $5.16万 加仓
QQQ INVESCO QQQ TR $126.59万0.72%1,719 -40-2.3% -$2.95万 减仓
— INNOVATOR ETFS TRUST $126.66万0.72%34,434 -707-2.0% -$2.60万 减仓
SCHR SCHWAB STRATEGIC TR $127.44万0.72%51,679 -28-0.1% -$690 减仓
AVEM AMERICAN CENTY ETF TR $127.89万0.73%13,254 -4,218-24.1% -$40.70万 减仓
IVE ISHARES TR $131.98万0.75%5,813 -175-2.9% -$3.97万 减仓
AMZN AMAZON COM INC $133.19万0.76%5,588 1,35632.0% $32.32万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $138.11万0.78%2,760 -26-0.9% -$1.30万 减仓
STIP ISHARES TR $138.82万0.79%13,588 4,52149.9% $46.19万 加仓
XLF SELECT SECTOR SPDR TR $142.81万0.81%26,640 -14,351-35.0% -$76.93万 减仓
OEF ISHARES TR $144.83万0.82%3,959 -22-0.6% -$8,048 减仓
GOOG ALPHABET INC $145.63万0.83%4,122 47513.0% $16.78万 加仓
JULW AIM ETF PRODUCTS TRUST $146.10万0.83%35,791 -10-0.0% -$408 减仓
ESGU ISHARES TR $150.93万0.86%9,222 -336-3.5% -$5.50万 减仓
IUSB ISHARES TR $151.82万0.86%32,897 9,42040.1% $43.47万 加仓
MSFT MICROSOFT CORP $152.82万0.87%4,097 77723.4% $28.98万 加仓
SHLD GLOBAL X FDS $155.76万0.88%26,087 9,82360.4% $58.65万 加仓
TSLA TESLA INC $157.66万0.89%3,748 1,27651.6% $53.67万 加仓
THRO BLACKROCK ETF TRUST $158.15万0.90%36,685 -3,323-8.3% -$14.33万 减仓
META META PLATFORMS INC $185.76万1.05%3,298 -265-7.4% -$14.93万 减仓
GLD SPDR GOLD TR $187.37万1.06%5,086 140.3% $5,158 加仓
CVIE MORGAN STANLEY ETF TRUST $189.36万1.07%22,274 5472.5% $4.65万 加仓
IALT BLACKROCK ETF TRUST $190.11万1.08%67,777 67,777— $190.11万 新建仓
SPMO INVESCO EXCH TRADED FD TR II $190.77万1.08%11,810 5414.8% $8.74万 加仓
IAU ISHARES GOLD TR $196.02万1.11%25,960 2,41510.3% $18.24万 加仓
BLCR BLACKROCK ETF TRUST $202.13万1.15%40,129 13,59551.2% $68.48万 加仓
SCHG SCHWAB STRATEGIC TR $228.03万1.29%67,386 -33,027-32.9% -$111.76万 减仓
QUAL ISHARES TR $238.26万1.35%10,858 -5,788-34.8% -$127.01万 减仓
SPYM SPDR SERIES TRUST $241.56万1.37%27,488 6,72832.4% $59.13万 加仓
SJNK SPDR SERIES TRUST $263.92万1.50%105,442 -13,888-11.6% -$34.76万 减仓
SCHD SCHWAB STRATEGIC TR $267.31万1.52%84,298 2,0582.5% $6.53万 加仓
QQQM INVESCO EXCH TRADED FD TR II $274.41万1.56%9,057 -179-1.9% -$5.42万 减仓
BAI BLACKROCK ETF TRUST $274.53万1.56%52,073 5,00110.6% $26.37万 加仓
XLK SELECT SECTOR SPDR TR $296.94万1.68%15,586 -6,106-28.1% -$116.33万 减仓
JPST J P MORGAN EXCHANGE TRADED F $300.41万1.70%59,404 7,07813.5% $35.79万 加仓
BDYN BLACKROCK ETF TRUST $304.17万1.72%109,650 -54,392-33.2% -$150.88万 减仓
AAPL APPLE INC $326.55万1.85%11,285 1,53115.7% $44.30万 加仓
CORO BLACKROCK ETF TRUST $329.55万1.87%90,040 27,78744.6% $101.70万 加仓
ACWX ISHARES TR $362.86万2.06%47,675 24,038101.7% $182.95万 加仓
SPYV SPDR SERIES TRUST $394.35万2.24%64,871 9,38716.9% $57.06万 加仓
NVDA NVIDIA CORPORATION $485.95万2.76%24,286 1,0824.7% $21.65万 加仓
DYNF BLACKROCK ETF TRUST $524.52万2.97%77,123 18,97632.6% $129.06万 加仓
IVW ISHARES TR $599.03万3.40%43,556 9,52628.0% $131.01万 加仓
IVV ISHARES TR $1,049.74万5.95%14,017 6,92297.6% $518.39万 加仓