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 |
|---|---|---|---|---|---|---|---|---|
| BBAG | J P MORGAN EXCHANGE TRADED F | $41.66万 | 0.16% | 9,067 | -279 | -3.0% | -$1.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $38.48万 | 0.14% | 1,515 | 351 | 30.2% | $8.91万 | 加仓 |
| IYW | ISHARES TR | $37.74万 | 0.14% | 1,496 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $37.65万 | 0.14% | 4,708 | -1,560 | -24.9% | -$12.48万 | 减仓 |
| VBND | ETF SER SOLUTIONS | $36.25万 | 0.14% | 8,309 | -1,509 | -15.4% | -$6.58万 | 减仓 |
| ESGU | ISHARES TR | $36.24万 | 0.13% | 2,214 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $35.59万 | 0.13% | 7,768 | -134 | -1.7% | -$6,139 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $35.56万 | 0.13% | 6,696 | -1,581 | -19.1% | -$8.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.54万 | 0.13% | 2,084 | 101 | 5.1% | $1.67万 | 加仓 |
| — | GLOBAL X FDS | $31.12万 | 0.12% | 13,622 | -7 | -0.1% | -$160 | 减仓 |
| EEM | ISHARES TR | $30.21万 | 0.11% | 4,416 | -1,250 | -22.1% | -$8.55万 | 减仓 |
| C | CITIGROUP INC | $30.02万 | 0.11% | 2,145 | -6 | -0.3% | -$840 | 减仓 |
| — | ISHARES TR | $29.96万 | 0.11% | 2,885 | -564 | -16.4% | -$5.86万 | 减仓 |
| LLY | ELI LILLY & CO | $29.39万 | 0.11% | 245 | 18 | 7.9% | $2.16万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.32万 | 0.11% | 10,124 | -2,028 | -16.7% | -$5.87万 | 减仓 |
| VLUE | ISHARES TR | $28.37万 | 0.11% | 1,420 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $28.16万 | 0.10% | 2,920 | -419 | -12.5% | -$4.04万 | 减仓 |
| IVLU | ISHARES TR | $27.45万 | 0.10% | 6,563 | -811 | -11.0% | -$3.39万 | 减仓 |
| BAC | BANK OF AMER CORP | $26.56万 | 0.10% | 4,661 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $24.94万 | 0.09% | 1,608 | -45 | -2.7% | -$6,981 | 减仓 |
| XAR | SPDR SERIES TRUST | $24.66万 | 0.09% | 869 | 869 | — | $24.66万 | 新建仓 |
| DIAL | COLUMBIA ETF TR I | $24.50万 | 0.09% | 13,486 | 2,534 | 23.1% | $4.60万 | 加仓 |
| ILCG | ISHARES TR | $24.47万 | 0.09% | 2,091 | 40 | 2.0% | $4,681 | 重新持有 |
| GE | GE AEROSPACE | $23.66万 | 0.09% | 633 | -20 | -3.1% | -$7,475 | 重新持有 |
| HYDB | ISHARES TR | $23.62万 | 0.09% | 5,051 | -1,274 | -20.1% | -$5.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.55万 | 0.09% | 204 | 204 | — | $23.55万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $23.54万 | 0.09% | 4,461 | -8,666 | -66.0% | -$45.72万 | 减仓 |
| — | BLACKROCK ETF TRUST | $23.19万 | 0.09% | 8,296 | 8,296 | — | $23.19万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $22.99万 | 0.09% | 318 | 318 | — | $22.99万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.67万 | 0.08% | 433 | 433 | — | $21.67万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.61万 | 0.08% | 372 | 372 | — | $21.61万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.89万 | 0.08% | 482 | 482 | — | $20.89万 | 新建仓 |
| TER | TERADYNE INC | $20.32万 | 0.08% | 420 | -415 | -49.7% | -$20.08万 | 减仓 |
| — | GENELUX CORPORATION | $6.17万 | 0.02% | 20,501 | 800 | 4.1% | $2,408 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,007 | -100.0% | -$33.34万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,477 | -100.0% | -$28.98万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -439 | -100.0% | -$24.73万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -2,523 | -100.0% | -$21.39万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,869 | -100.0% | -$20.64万 | 清仓 |