13F 机构持仓

WEALTHGARDEN F.S. LLC

EL SEGUNDO CA · SEC CIK 0002023633

2026Q22026Q1 更早 9 个季度 🔒
$1.47亿2026Q1 申报市值
165持仓数
23.9%前十大占比 · 第一大 3.2%
13 / 6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 3.2%
NVDA 2.8%
BDYN 2.7%
IVW 2.6%
DYNF 2.3%
QUAL 2.2%
SPYV 2.1%
SJNK 2.0%
SCHG 2.0%
XLK 2.0%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$200.16万
ACWX 新建仓+$161.84万
BLCR 新建仓+$108.95万
IVV 加仓+$77.79万
RSP 新建仓+$73.31万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$214.02万
AVEM 减仓-$140.28万
EFV 减仓-$105.41万
IJUL 清仓-$76.60万
DYNF 减仓-$56.54万

2026Q1 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
IJUL INNOVATOR ETFS TRUST $00.00%0 -22,340-100.0% -$76.60万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -8,945-100.0% -$52.79万 清仓
EMB ISHARES TR $00.00%0 -3,890-100.0% -$37.67万 清仓
USHY ISHARES TR $00.00%0 -9,114-100.0% -$34.33万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -9,908-100.0% -$29.60万 清仓
IEF ISHARES TR $00.00%0 -2,565-100.0% -$24.65万 清仓
VV VANGUARD INDEX FDS $00.00%0 —— — 申报中断
AOM ISHARES TR $20.04万0.14%4,231 00.0% — 不变
EVUS ISHARES TR $20.71万0.14%6,507 -647-9.0% -$2.06万 减仓
AGG ISHARES TR $20.74万0.14%2,089 00.0% — 不变
— INNOVATOR ETFS TRUST $20.78万0.14%7,825 00.0% — 不变
— INNOVATOR ETFS TRUST $20.81万0.14%8,099 00.0% — 不变
— INNOVATOR ETFS TRUST $20.86万0.14%7,122 -78-1.1% -$2,285 减仓
— INNOVATOR ETFS TRUST $20.96万0.14%6,561 -10-0.2% -$319 减仓
TFI SPDR SERIES TRUST $21.01万0.14%4,634 -175-3.6% -$7,935 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $21.12万0.14%5,456 00.0% — 不变
DNOV FIRST TR EXCHNG TRADED FD VI $21.16万0.14%4,416 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $21.28万0.15%6,873 00.0% — 不变
JNJ JOHNSON & JOHNSON $21.28万0.15%871 871— $21.28万 新建仓
SPMD SPDR SERIES TRUST $21.68万0.15%3,661 220.6% $1,303 加仓
GLDM WORLD GOLD TR $21.93万0.15%2,366 -1,322-35.8% -$12.25万 减仓
DIS DISNEY WALT CO $21.95万0.15%2,277 -30-1.3% -$2,891 减仓
— INNOVATOR ETFS TRUST $22.31万0.15%8,339 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $22.59万0.15%7,450 00.0% — 不变
JUNW AIM ETF PRODUCTS TRUST $23.44万0.16%7,028 00.0% — 不变
EFG ISHARES TR $23.75万0.16%2,132 2,132— $23.75万 新建仓
CWI SPDR INDEX SHS FDS $23.96万0.16%6,548 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $24.49万0.17%3,420 -2,014-37.1% -$14.42万 减仓
BALT INNOVATOR ETFS TRUST $24.56万0.17%7,339 7,339— $24.56万 新建仓
— INNOVATOR ETFS TRUST $24.71万0.17%9,851 9,851— $24.71万 新建仓
JAJL INNOVATOR ETFS TRUST $24.81万0.17%8,535 00.0% — 不变
NEAR ISHARES U S ETF TR $24.91万0.17%4,900 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $24.96万0.17%5,959 -47-0.8% -$1,969 减仓
HACK AMPLIFY ETF TR $25.08万0.17%3,340 200.6% $1,502 加仓
— INNOVATOR ETFS TRUST $25.51万0.17%8,467 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $25.53万0.17%2,752 00.0% — 不变
— INNOVATOR ETFS TRUST $26.05万0.18%10,201 00.0% — 不变
XAR SPDR SERIES TRUST $26.21万0.18%1,032 575.8% $1.45万 加仓
VUG VANGUARD INDEX FDS $26.73万0.18%612 -69-10.1% -$3.01万 减仓
FMAT FIDELITY COVINGTON TRUST $28.04万0.19%4,865 00.0% — 不变
TOTL SSGA ACTIVE ETF TR $28.58万0.20%7,194 1,34323.0% $5.34万 加仓
ESGE ISHARES INC $28.89万0.20%6,353 -724-10.2% -$3.29万 减仓
SUSA ISHARES TR $28.97万0.20%2,193 00.0% — 不变
— INNOVATOR ETFS TRUST $29.02万0.20%8,555 00.0% — 不变
DMXF ISHARES TR $29.03万0.20%3,847 3,847— $29.03万 新建仓
LGLV SPDR SERIES TRUST $29.27万0.20%1,643 00.0% — 不变
SUSC ISHARES TR $29.41万0.20%12,713 1641.3% $3,795 加仓
URTH ISHARES INC $29.90万0.20%1,661 -13-0.8% -$2,340 减仓
SCHQ SCHWAB STRATEGIC TR $30.32万0.21%9,648 1,52018.7% $4.78万 加仓
— FIRST TR EXCHNG TRADED FD VI $30.82万0.21%9,474 00.0% — 不变
EAGG ISHARES TR $31.68万0.22%6,663 1,42427.2% $6.77万 加仓
IWB ISHARES TR $31.91万0.22%895 -3-0.3% -$1,070 减仓
SMH VANECK ETF TRUST $31.96万0.22%834 834— $31.96万 新建仓
BDEC INNOVATOR ETFS TRUST $32.04万0.22%6,674 00.0% — 不变
ITOT ISHARES TR $33.53万0.23%2,354 50527.3% $7.19万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $33.59万0.23%33,033 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $34.64万0.24%9,015 2,76644.3% $10.63万 加仓
XTEN BONDBLOXX ETF TRUST $35.22万0.24%7,681 6208.8% $2.84万 加仓
ABBV ABBVIE INC $36.17万0.25%1,663 -6-0.4% -$1,305 减仓
FMAY FIRST TR EXCHNG TRADED FD VI $36.91万0.25%6,991 -3,788-35.1% -$20.00万 减仓
ITB ISHARES TR $37.32万0.25%4,122 00.0% — 不变
GOOGL ALPHABET INC $37.68万0.26%1,310 504.0% $1.44万 加仓
— FIRST TR EXCHNG TRADED FD VI $37.71万0.26%17,149 00.0% — 不变
TLT ISHARES TR $38.62万0.26%4,455 -6,212-58.2% -$53.85万 减仓
DSI ISHARES TR $39.00万0.27%3,218 -361-10.1% -$4.38万 减仓
EWJ ISHARES INC $39.29万0.27%4,653 801.7% $6,756 加仓
SFLR INNOVATOR ETFS TRUST $40.74万0.28%11,505 1,0379.9% $3.67万 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $40.85万0.28%9,379 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $41.15万0.28%15,827 15,827— $41.15万 新建仓
VLUE ISHARES TR $41.65万0.28%2,929 91345.3% $12.98万 加仓
SPDW SPDR INDEX SHS FDS $41.76万0.28%9,147 2773.1% $1.26万 加仓
IYW ISHARES TR $41.92万0.29%2,311 -56-2.4% -$1.02万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $42.17万0.29%9,914 00.0% — 不变
XLE SELECT SECTOR SPDR TR $42.38万0.29%6,918 -983-12.4% -$6.02万 减仓
MUB ISHARES TR $43.78万0.30%4,124 3569.4% $3.78万 加仓
KJAN INNOVATOR ETFS TRUST $46.50万0.32%11,144 -37-0.3% -$1,544 减仓
VTI VANGUARD INDEX FDS $46.90万0.32%1,462 -131-8.2% -$4.20万 减仓
SCHZ SCHWAB STRATEGIC TR $46.95万0.32%20,218 3241.6% $7,523 加仓
— FIRST TR EXCHNG TRADED FD VI $47.13万0.32%18,308 00.0% — 不变
— INNOVATOR ETFS TRUST $47.35万0.32%12,383 00.0% — 不变
IJAN INNOVATOR ETFS TRUST $47.67万0.33%13,138 6,715104.5% $24.36万 加仓
USXF ISHARES TR $48.59万0.33%8,802 490.6% $2,705 加仓
SPY STATE STR SPDR S&P 500 ETF T $49.43万0.34%760 -42-5.2% -$2.73万 减仓
— INNOVATOR ETFS TRUST $49.65万0.34%16,819 -132-0.8% -$3,897 减仓
USMV ISHARES TR $50.05万0.34%5,397 -30-0.6% -$2,782 减仓
IAGG ISHARES TR $50.33万0.34%10,059 4,43378.8% $22.18万 加仓
SPYG SPDR SERIES TRUST $51.42万0.35%5,251 00.0% — 不变
RING ISHARES INC $53.18万0.36%6,734 5999.8% $4.73万 加仓
— FIDELITY COVINGTON TRUST $53.20万0.36%10,821 00.0% — 不变
— INNOVATOR ETFS TRUST $54.21万0.37%20,565 9,64188.3% $25.41万 加仓
SOXX ISHARES TR $54.78万0.37%1,667 -20-1.2% -$6,573 减仓
GOVT ISHARES TR $56.97万0.39%24,867 24,867— $56.97万 新建仓
CGGR CAPITAL GROUP GROWTH ETF $59.75万0.41%14,868 00.0% — 不变
SPAB SPDR SERIES TRUST $63.54万0.43%24,800 -272-1.1% -$6,969 减仓
LCTU BLACKROCK ETF TRUST $63.66万0.43%9,077 -625-6.4% -$4.38万 减仓
— FIRST TR EXCHNG TRADED FD VI $64.52万0.44%24,656 00.0% — 不变
IHI ISHARES TR $64.58万0.44%12,105 -272-2.2% -$1.45万 减仓
JNK SPDR SERIES TRUST $64.82万0.44%6,772 96016.5% $9.19万 加仓
— INNOVATOR ETFS TRUST $65.64万0.45%22,019 22,019— $65.64万 新建仓
IWM ISHARES TR $67.16万0.46%2,708 00.0% — 不变