5T Wealth, LLC
Napa CA · SEC CIK 0002039313
$2.69亿2026Q2 申报市值
134持仓数
37.2%前十大占比 · 第一大 6.7%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$254.05万
JMSI 加仓+$175.07万
IALT 新建仓+$172.52万
IEF 加仓+$139.97万
TLT 加仓+$78.03万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$211.88万
TLH 减仓-$183.51万
JMUB 减仓-$132.18万
MTUM 减仓-$110.12万
IEMG 减仓-$109.19万
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 |
|---|---|---|---|---|---|---|---|---|
| JPIN | J P MORGAN EXCHANGE TRADED F | $200.80万 | 0.75% | 27,770 | -4,238 | -13.2% | -$30.64万 | 减仓 |
| IEF | ISHARES TR | $203.67万 | 0.76% | 21,536 | 14,801 | 219.8% | $139.97万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $209.18万 | 0.78% | 41,471 | 34,708 | 513.2% | $175.07万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $219.61万 | 0.82% | 40,345 | 1,829 | 4.7% | $9.96万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $227.74万 | 0.85% | 31,023 | -1,880 | -5.7% | -$13.80万 | 减仓 |
| EMGF | ISHARES INC | $233.72万 | 0.87% | 31,902 | -2,433 | -7.1% | -$17.82万 | 减仓 |
| — | ISHARES TR | $242.55万 | 0.90% | 41,242 | -1,727 | -4.0% | -$10.16万 | 减仓 |
| GOVT | ISHARES TR | $242.92万 | 0.90% | 106,638 | -43,788 | -29.1% | -$99.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $250.20万 | 0.93% | 12,503 | -3 | -0.0% | -$600 | 减仓 |
| OEF | ISHARES TR | $264.30万 | 0.98% | 7,224 | -415 | -5.4% | -$15.18万 | 减仓 |
| AAPL | APPLE INC | $266.15万 | 0.99% | 9,198 | 95 | 1.0% | $2.75万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $270.68万 | 1.01% | 99,042 | 2,842 | 3.0% | $7.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $276.28万 | 1.03% | 48,915 | -2,278 | -4.4% | -$12.87万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $297.28万 | 1.11% | 30,153 | -3,749 | -11.1% | -$36.96万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $297.48万 | 1.11% | 36,062 | 589 | 1.7% | $4.86万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $299.64万 | 1.12% | 129,547 | -19,605 | -13.1% | -$45.35万 | 减仓 |
| TLH | ISHARES TR | $311.93万 | 1.16% | 31,082 | -18,286 | -37.0% | -$183.51万 | 减仓 |
| MBB | ISHARES TR | $318.12万 | 1.18% | 33,659 | -1,831 | -5.2% | -$17.31万 | 减仓 |
| EFV | ISHARES TR | $336.92万 | 1.25% | 44,013 | -12,124 | -21.6% | -$92.81万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $339.03万 | 1.26% | 53,074 | -1,655 | -3.0% | -$10.57万 | 减仓 |
| IVW | ISHARES TR | $372.70万 | 1.39% | 27,100 | -2,013 | -6.9% | -$27.68万 | 减仓 |
| IEMG | ISHARES INC | $389.64万 | 1.45% | 47,034 | -13,180 | -21.9% | -$109.19万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $444.70万 | 1.66% | 45,285 | -2,402 | -5.0% | -$23.59万 | 减仓 |
| AGG | ISHARES TR | $445.20万 | 1.66% | 44,979 | 43 | 0.1% | $4,256 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $461.14万 | 1.72% | 59,060 | -1,289 | -2.1% | -$10.06万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $471.80万 | 1.76% | 59,413 | -2,045 | -3.3% | -$16.24万 | 减仓 |
| MTUM | ISHARES TR | $474.98万 | 1.77% | 13,854 | -3,212 | -18.8% | -$110.12万 | 减仓 |
| AIQ | GLOBAL X FDS | $512.08万 | 1.91% | 78,048 | -5,989 | -7.1% | -$39.29万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $585.64万 | 2.18% | 115,809 | -11,901 | -9.3% | -$60.18万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $595.04万 | 2.22% | 162,580 | -1,427 | -0.9% | -$5.22万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $653.45万 | 2.43% | 76,463 | -64 | -0.1% | -$5,469 | 减仓 |
| IVE | ISHARES TR | $681.99万 | 2.54% | 30,036 | -884 | -2.9% | -$20.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $698.77万 | 2.60% | 102,745 | -4,160 | -3.9% | -$28.29万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $780.22万 | 2.91% | 165,300 | 7,645 | 4.8% | $36.08万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $901.10万 | 3.36% | 191,967 | 2,252 | 1.2% | $10.57万 | 加仓 |
| QUAL | ISHARES TR | $1,075.76万 | 4.01% | 49,025 | -9,656 | -16.5% | -$211.88万 | 减仓 |
| IVV | ISHARES TR | $1,102.70万 | 4.11% | 14,723 | 3,392 | 29.9% | $254.05万 | 加仓 |
| IUSB | ISHARES TR | $1,719.00万 | 6.40% | 372,482 | 12,080 | 3.4% | $55.75万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,786.01万 | 6.65% | 132,571 | 2,568 | 2.0% | $34.60万 | 加仓 |