5T Wealth, LLC
Napa CA · SEC CIK 0002039313
$2.53亿2026Q1 申报市值
129持仓数
35.7%前十大占比 · 第一大 6.6%
11 / 7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+$527.33万
GOVT 加仓+$285.01万
WFC 新建仓+$179.59万
BLCR 新建仓+$96.59万
JCPB 加仓+$95.20万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$275.90万
EFV 减仓-$157.73万
UBER 减仓-$131.40万
IAU 减仓-$113.02万
IEMG 减仓-$109.72万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $218.11万 | 0.86% | 12,506 | 178 | 1.4% | $3.10万 | 加仓 |
| — | ISHARES TR | $223.96万 | 0.89% | 42,969 | 1,674 | 4.1% | $8.72万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $228.03万 | 0.90% | 32,008 | -2,481 | -7.2% | -$17.67万 | 减仓 |
| AAPL | APPLE INC | $231.03万 | 0.91% | 9,103 | 235 | 2.6% | $5.96万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $238.23万 | 0.94% | 45,875 | -1,714 | -3.6% | -$8.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $242.30万 | 0.96% | 32,903 | -2,367 | -6.7% | -$17.43万 | 减仓 |
| OEF | ISHARES TR | $242.98万 | 0.96% | 7,639 | -8,674 | -53.2% | -$275.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $258.11万 | 1.02% | 29,277 | -12,820 | -30.5% | -$113.02万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $261.95万 | 1.04% | 96,200 | 763 | 0.8% | $2.08万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $268.67万 | 1.06% | 35,473 | -697 | -1.9% | -$5.28万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $284.75万 | 1.13% | 54,729 | -607 | -1.1% | -$3.16万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $286.54万 | 1.13% | 33,902 | -4,308 | -11.3% | -$36.41万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $290.16万 | 1.15% | 51,193 | 2,370 | 4.9% | $13.43万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $300.08万 | 1.19% | 60,028 | 1,942 | 3.3% | $9.71万 | 加仓 |
| IVW | ISHARES TR | $329.30万 | 1.30% | 29,113 | -11 | -0.0% | -$1,244 | 减仓 |
| MBB | ISHARES TR | $336.98万 | 1.33% | 35,490 | 3,009 | 9.3% | $28.57万 | 加仓 |
| GOVT | ISHARES TR | $344.63万 | 1.36% | 150,426 | 124,403 | 478.1% | $285.01万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $346.33万 | 1.37% | 149,152 | 28,475 | 23.6% | $66.12万 | 加仓 |
| AIQ | GLOBAL X FDS | $392.20万 | 1.55% | 84,037 | 166 | 0.2% | $7,747 | 加仓 |
| MTUM | ISHARES TR | $409.56万 | 1.62% | 17,066 | 1,131 | 7.1% | $27.14万 | 加仓 |
| EFV | ISHARES TR | $417.38万 | 1.65% | 56,137 | -21,215 | -27.4% | -$157.73万 | 减仓 |
| IEMG | ISHARES INC | $419.99万 | 1.66% | 60,214 | -15,730 | -20.7% | -$109.72万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $440.96万 | 1.74% | 61,458 | -393 | -0.6% | -$2.82万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $441.27万 | 1.74% | 60,349 | 620 | 1.0% | $4.53万 | 加仓 |
| AGG | ISHARES TR | $446.08万 | 1.76% | 44,936 | 2,571 | 6.1% | $25.52万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $449.40万 | 1.78% | 47,687 | -2,826 | -5.6% | -$26.63万 | 减仓 |
| TLH | ISHARES TR | $497.23万 | 1.96% | 49,368 | 3,273 | 7.1% | $32.97万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $519.77万 | 2.05% | 76,527 | 8,818 | 13.0% | $59.89万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $527.33万 | 2.08% | 164,007 | 164,007 | — | $527.33万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $621.97万 | 2.46% | 106,905 | -9,386 | -8.1% | -$54.61万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $633.62万 | 2.50% | 157,655 | -3,273 | -2.0% | -$13.15万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $646.34万 | 2.55% | 127,710 | 7,037 | 5.8% | $35.61万 | 加仓 |
| IVE | ISHARES TR | $652.88万 | 2.58% | 30,920 | -397 | -1.3% | -$8.38万 | 减仓 |
| IVV | ISHARES TR | $740.13万 | 2.92% | 11,331 | 571 | 5.3% | $37.30万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $893.18万 | 3.53% | 189,715 | 20,220 | 11.9% | $95.20万 | 加仓 |
| QUAL | ISHARES TR | $1,125.57万 | 4.45% | 58,681 | -356 | -0.6% | -$6.83万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,523.38万 | 6.02% | 130,003 | -1,324 | -1.0% | -$15.51万 | 减仓 |
| IUSB | ISHARES TR | $1,664.70万 | 6.58% | 360,402 | -163 | -0.0% | -$7,529 | 减仓 |