WEALTHGARDEN F.S. LLC
EL SEGUNDO CA · SEC CIK 0002023633
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $463.44万 | 3.16% | 7,095 | 1,191 | 20.2% | $77.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $404.68万 | 2.76% | 23,204 | -2,804 | -10.8% | -$48.90万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $398.78万 | 2.72% | 164,042 | 9,807 | 6.4% | $23.84万 | 加仓 |
| IVW | ISHARES TR | $384.92万 | 2.63% | 34,030 | 682 | 2.0% | $7.71万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $338.30万 | 2.31% | 58,147 | -9,719 | -14.3% | -$56.54万 | 减仓 |
| QUAL | ISHARES TR | $319.29万 | 2.18% | 16,646 | -298 | -1.8% | -$5.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $313.93万 | 2.14% | 55,484 | -7,386 | -11.7% | -$41.79万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $298.09万 | 2.03% | 119,330 | 2,028 | 1.7% | $5.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $292.50万 | 2.00% | 100,413 | -12,342 | -10.9% | -$35.95万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $288.28万 | 1.97% | 21,692 | 270 | 1.3% | $3.59万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $264.82万 | 1.81% | 52,326 | -3,376 | -6.1% | -$17.09万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $252.31万 | 1.72% | 82,240 | 713 | 0.9% | $2.19万 | 加仓 |
| AAPL | APPLE INC | $247.56万 | 1.69% | 9,754 | 121 | 1.3% | $3.07万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $219.46万 | 1.50% | 9,236 | -125 | -1.3% | -$2.97万 | 减仓 |
| GLD | SPDR GOLD TR | $218.26万 | 1.49% | 5,072 | -260 | -4.9% | -$11.19万 | 减仓 |
| IAU | ISHARES GOLD TR | $207.57万 | 1.42% | 23,545 | -2,978 | -11.2% | -$26.25万 | 减仓 |
| META | META PLATFORMS INC | $203.84万 | 1.39% | 3,563 | 38 | 1.1% | $2.17万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $202.37万 | 1.38% | 40,991 | -2,849 | -6.5% | -$14.07万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $200.16万 | 1.37% | 62,253 | 62,253 | — | $200.16万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $173.30万 | 1.18% | 70,304 | -5,335 | -7.1% | -$13.15万 | 减仓 |
| IEFA | ISHARES TR | $172.41万 | 1.18% | 19,044 | 1,614 | 9.3% | $14.61万 | 加仓 |
| ACWX | ISHARES TR | $161.84万 | 1.10% | 23,637 | 23,637 | — | $161.84万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $158.90万 | 1.08% | 20,760 | 6,525 | 45.8% | $49.94万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $157.93万 | 1.08% | 21,727 | 1,383 | 6.8% | $10.05万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $155.10万 | 1.06% | 47,072 | 1,801 | 4.0% | $5.93万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $144.91万 | 0.99% | 40,008 | 1,260 | 3.3% | $4.56万 | 加仓 |
| EFV | ISHARES TR | $143.47万 | 0.98% | 19,296 | -14,178 | -42.4% | -$105.41万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $140.79万 | 0.96% | 17,472 | -17,409 | -49.9% | -$140.28万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $138.95万 | 0.95% | 35,801 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $135.20万 | 0.92% | 8,360 | 708 | 9.3% | $11.45万 | 加仓 |
| ESGU | ISHARES TR | $135.17万 | 0.92% | 9,558 | 56 | 0.6% | $7,920 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.51万 | 0.91% | 2,786 | -88 | -3.1% | -$4.22万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $128.80万 | 0.88% | 51,707 | 13,071 | 33.8% | $32.56万 | 加仓 |
| OEF | ISHARES TR | $126.62万 | 0.86% | 3,981 | -6,729 | -62.8% | -$214.02万 | 减仓 |
| IVE | ISHARES TR | $126.43万 | 0.86% | 5,988 | 53 | 0.9% | $1.12万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $126.34万 | 0.86% | 11,269 | 357 | 3.3% | $4.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $122.91万 | 0.84% | 3,320 | 201 | 6.4% | $7.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $121.13万 | 0.83% | 35,141 | -195 | -0.6% | -$6,722 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $117.01万 | 0.80% | 27,236 | -24 | -0.1% | -$1,031 | 减仓 |
| SHLD | GLOBAL X FDS | $115.21万 | 0.79% | 16,264 | 5,574 | 52.1% | $39.49万 | 加仓 |
| IEUR | ISHARES TR | $113.16万 | 0.77% | 16,103 | -1,367 | -7.8% | -$9.61万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $108.95万 | 0.74% | 26,534 | 26,534 | — | $108.95万 | 新建仓 |
| IUSB | ISHARES TR | $108.44万 | 0.74% | 23,477 | 3,902 | 19.9% | $18.02万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $105.64万 | 0.72% | 7,206 | -24 | -0.3% | -$3,518 | 减仓 |
| LQD | ISHARES TR | $104.61万 | 0.71% | 9,598 | 1,400 | 17.1% | $15.26万 | 加仓 |
| GOOG | ALPHABET INC | $104.60万 | 0.71% | 3,647 | 4 | 0.1% | $1,147 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.52万 | 0.69% | 1,759 | -4 | -0.2% | -$2,309 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $100.48万 | 0.69% | 19,348 | 75 | 0.4% | $3,895 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $98.13万 | 0.67% | 8,851 | 361 | 4.3% | $4.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $94.23万 | 0.64% | 36,594 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $93.78万 | 0.64% | 9,067 | 5,326 | 142.4% | $55.09万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $92.32万 | 0.63% | 26,340 | -92 | -0.3% | -$3,225 | 减仓 |
| TSLA | TESLA INC | $91.91万 | 0.63% | 2,472 | 4 | 0.2% | $1,487 | 加仓 |
| IWF | ISHARES TR | $90.75万 | 0.62% | 2,128 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $89.37万 | 0.61% | 3,038 | -82 | -2.6% | -$2.41万 | 减仓 |
| LLY | ELI LILLY & CO | $88.94万 | 0.61% | 967 | -72 | -6.9% | -$6.62万 | 减仓 |
| AMZN | AMAZON COM INC | $88.14万 | 0.60% | 4,232 | 289 | 7.3% | $6.02万 | 加仓 |
| IEMG | ISHARES INC | $87.52万 | 0.60% | 12,548 | -39 | -0.3% | -$2,720 | 减仓 |
| IVLU | ISHARES TR | $86.18万 | 0.59% | 21,718 | -9 | -0.0% | -$357 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $85.61万 | 0.58% | 34,107 | 395 | 1.2% | $9,914 | 加仓 |
| NFLX | NETFLIX INC. | $82.40万 | 0.56% | 8,570 | 145 | 1.7% | $1.39万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $81.32万 | 0.55% | 16,156 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $80.08万 | 0.55% | 8,434 | -763 | -8.3% | -$7.24万 | 减仓 |
| TLH | ISHARES TR | $79.15万 | 0.54% | 7,858 | 95 | 1.2% | $9,569 | 加仓 |
| — | AMERICAN CENTY ETF TR | $75.08万 | 0.51% | 15,069 | 2,408 | 19.0% | $12.00万 | 加仓 |
| ITA | ISHARES TR | $74.53万 | 0.51% | 3,407 | -40 | -1.2% | -$8,750 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $73.31万 | 0.50% | 3,820 | 3,820 | — | $73.31万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.49% | 1 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $70.12万 | 0.48% | 6,434 | 111 | 1.8% | $1.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $70.00万 | 0.48% | 14,031 | -64 | -0.5% | -$3,193 | 减仓 |
| IEV | ISHARES TR | $67.93万 | 0.46% | 9,998 | 70 | 0.7% | $4,756 | 加仓 |
| IJH | ISHARES TR | $67.76万 | 0.46% | 10,034 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $67.16万 | 0.46% | 2,708 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $65.64万 | 0.45% | 22,019 | 22,019 | — | $65.64万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $64.82万 | 0.44% | 6,772 | 960 | 16.5% | $9.19万 | 加仓 |
| IHI | ISHARES TR | $64.58万 | 0.44% | 12,105 | -272 | -2.2% | -$1.45万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.52万 | 0.44% | 24,656 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $63.66万 | 0.43% | 9,077 | -625 | -6.4% | -$4.38万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $63.54万 | 0.43% | 24,800 | -272 | -1.1% | -$6,969 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $59.75万 | 0.41% | 14,868 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $56.97万 | 0.39% | 24,867 | 24,867 | — | $56.97万 | 新建仓 |
| SOXX | ISHARES TR | $54.78万 | 0.37% | 1,667 | -20 | -1.2% | -$6,573 | 减仓 |
| — | INNOVATOR ETFS TRUST | $54.21万 | 0.37% | 20,565 | 9,641 | 88.3% | $25.41万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $53.20万 | 0.36% | 10,821 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $53.18万 | 0.36% | 6,734 | 599 | 9.8% | $4.73万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $51.42万 | 0.35% | 5,251 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $50.33万 | 0.34% | 10,059 | 4,433 | 78.8% | $22.18万 | 加仓 |
| USMV | ISHARES TR | $50.05万 | 0.34% | 5,397 | -30 | -0.6% | -$2,782 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.65万 | 0.34% | 16,819 | -132 | -0.8% | -$3,897 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.43万 | 0.34% | 760 | -42 | -5.2% | -$2.73万 | 减仓 |
| USXF | ISHARES TR | $48.59万 | 0.33% | 8,802 | 49 | 0.6% | $2,705 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $47.67万 | 0.33% | 13,138 | 6,715 | 104.5% | $24.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.35万 | 0.32% | 12,383 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.13万 | 0.32% | 18,308 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $46.95万 | 0.32% | 20,218 | 324 | 1.6% | $7,523 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.90万 | 0.32% | 1,462 | -131 | -8.2% | -$4.20万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $46.50万 | 0.32% | 11,144 | -37 | -0.3% | -$1,544 | 减仓 |
| MUB | ISHARES TR | $43.78万 | 0.30% | 4,124 | 356 | 9.4% | $3.78万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $42.38万 | 0.29% | 6,918 | -983 | -12.4% | -$6.02万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $42.17万 | 0.29% | 9,914 | 0 | 0.0% | — | 不变 |