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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $37.98万 | 0.15% | 1,324 | 24 | 1.8% | $6,885 | 加仓 |
| RL | RALPH LAUREN CORP | $37.46万 | 0.15% | 1,089 | 25 | 2.3% | $8,600 | 加仓 |
| QHY | WISDOMTREE TR | $35.99万 | 0.14% | 7,902 | -25 | -0.3% | -$1,138 | 减仓 |
| — | ISHARES TR | $35.93万 | 0.14% | 3,449 | -95 | -2.7% | -$9,897 | 减仓 |
| AVGO | BROADCOM INC | $34.14万 | 0.13% | 1,103 | 73 | 7.1% | $2.26万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $33.65万 | 0.13% | 6,763 | 6,763 | — | $33.65万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.55万 | 0.13% | 1,653 | 45 | 2.8% | $9,134 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $33.34万 | 0.13% | 3,007 | 3,007 | — | $33.34万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $32.63万 | 0.13% | 2,455 | 2,455 | — | $32.63万 | 新建仓 |
| EEM | ISHARES TR | $32.18万 | 0.13% | 5,666 | -319 | -5.3% | -$1.81万 | 减仓 |
| — | GLOBAL X FDS | $32.02万 | 0.13% | 13,629 | -13,100 | -49.0% | -$30.78万 | 减仓 |
| EMB | ISHARES TR | $31.36万 | 0.12% | 3,339 | -8,182 | -71.0% | -$76.85万 | 减仓 |
| ESGU | ISHARES TR | $31.31万 | 0.12% | 2,214 | -1,238 | -35.9% | -$17.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.50万 | 0.12% | 12,152 | -306 | -2.5% | -$7,681 | 减仓 |
| HYDB | ISHARES TR | $29.42万 | 0.12% | 6,325 | -3,453 | -35.3% | -$16.06万 | 减仓 |
| IVLU | ISHARES TR | $29.26万 | 0.12% | 7,374 | -73 | -1.0% | -$2,897 | 减仓 |
| VTV | VANGUARD INDEX FDS | $28.98万 | 0.11% | 1,477 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $28.45万 | 0.11% | 1,164 | 1,164 | — | $28.45万 | 新建仓 |
| IYW | ISHARES TR | $27.14万 | 0.11% | 1,496 | -639 | -29.9% | -$11.59万 | 减仓 |
| TER | TERADYNE INC | $24.75万 | 0.10% | 835 | 835 | — | $24.75万 | 新建仓 |
| DE | DEERE & CO | $24.73万 | 0.10% | 439 | -9 | -2.0% | -$5,070 | 减仓 |
| C | CITIGROUP INC | $24.39万 | 0.10% | 2,151 | 42 | 2.0% | $4,763 | 加仓 |
| BAC | BANK AMERICA CORP | $22.72万 | 0.09% | 4,661 | -3 | -0.1% | -$146 | 减仓 |
| IMCV | ISHARES TR | $21.39万 | 0.08% | 2,523 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $20.88万 | 0.08% | 227 | 24 | 11.8% | $2.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $20.64万 | 0.08% | 2,869 | -18,268 | -86.4% | -$131.40万 | 减仓 |
| VLUE | ISHARES TR | $20.19万 | 0.08% | 1,420 | 1,420 | — | $20.19万 | 新建仓 |
| DIAL | COLUMBIA ETF TR I | $19.80万 | 0.08% | 10,952 | -34 | -0.3% | -$615 | 减仓 |
| — | GENELUX CORPORATION | $4.77万 | 0.02% | 19,701 | 1,700 | 9.4% | $4,114 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -5,797 | -100.0% | -$57.93万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,655 | -100.0% | -$48.91万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -8,357 | -100.0% | -$41.12万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,350 | -100.0% | -$31.91万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -42 | -100.0% | -$22.49万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -10,893 | -100.0% | -$22.04万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -13,145 | -100.0% | -$17.84万 | 清仓 |