SMART Wealth LLC
Omaha NE · SEC CIK 0002044723
$3.41亿2026Q1 申报市值
207持仓数
23.9%前十大占比 · 第一大 4.5%
51 / 27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
BILZ 加仓+$1,354.48万
SCNM 新建仓+$475.64万
BUCK 新建仓+$203.12万
J P MORGAN EXCHA 新建仓+$201.10万
FLEXSHARES TR 新建仓+$200.25万
2026Q1 卖出最多 按季末市值估算
TIDAL TRUST II 减仓-$758.31万
ELEVATION SERIES 减仓-$213.75万
HOOD 清仓-$212.15万
PLTR 减仓-$206.27万
PSLV 减仓-$204.91万
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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -18,758 | -100.0% | -$212.15万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -7,454 | -100.0% | -$180.65万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -8,261 | -100.0% | -$82.49万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -20,482 | -100.0% | -$57.68万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,380 | -100.0% | -$49.56万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,281 | -100.0% | -$45.35万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,820 | -100.0% | -$43.65万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,417 | -100.0% | -$40.20万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,915 | -100.0% | -$37.33万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -2,475 | -100.0% | -$35.98万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,114 | -100.0% | -$34.37万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -2,048 | -100.0% | -$34.07万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,710 | -100.0% | -$30.31万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -2,875 | -100.0% | -$28.40万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,957 | -100.0% | -$26.64万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,405 | -100.0% | -$25.34万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -370 | -100.0% | -$24.48万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -701 | -100.0% | -$24.06万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,355 | -100.0% | -$23.95万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$22.64万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$22.30万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -470 | -100.0% | -$22.03万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -578 | -100.0% | -$21.67万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -950 | -100.0% | -$21.52万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,020 | -100.0% | -$20.84万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,048 | -100.0% | -$20.44万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -3,183 | -100.0% | -$20.32万 | 清仓 |
| — | EUROPEAN WAX CTR INC | $7.97万 | 0.02% | 13,793 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $20.24万 | 0.06% | 6,935 | -947 | -12.0% | -$2.76万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.64万 | 0.06% | 896 | -146 | -14.0% | -$3.36万 | 减仓 |
| SMH | VANECK ETF TRUST | $20.86万 | 0.06% | 544 | -651 | -54.5% | -$24.96万 | 减仓 |
| PSX | PHILLIPS 66 | $20.91万 | 0.06% | 1,148 | 1,148 | — | $20.91万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.20万 | 0.06% | 1,468 | 2 | 0.1% | $289 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $21.47万 | 0.06% | 12,546 | 12,546 | — | $21.47万 | 新建仓 |
| AGNC | AGNC INVT CORP | $22.14万 | 0.06% | 22,079 | 4,117 | 22.9% | $4.13万 | 加仓 |
| PEP | PEPSICO INC | $22.19万 | 0.06% | 1,429 | -60 | -4.0% | -$9,317 | 减仓 |
| SNDK | SANDISK CORP | $22.81万 | 0.07% | 359 | 359 | — | $22.81万 | 新建仓 |
| ALLY | ALLY FINL INC | $22.93万 | 0.07% | 5,845 | 5,845 | — | $22.93万 | 新建仓 |
| MPC | MARATHON PETE CORP | $23.14万 | 0.07% | 948 | 948 | — | $23.14万 | 新建仓 |
| AGEM | ABRDN FDS | $23.51万 | 0.07% | 5,796 | 5,796 | — | $23.51万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.51万 | 0.07% | 2,989 | 56 | 1.9% | $4,405 | 加仓 |
| IUSB | ISHARES TR | $23.62万 | 0.07% | 5,114 | 5,114 | — | $23.62万 | 新建仓 |
| FAST | FASTENAL CO | $23.74万 | 0.07% | 5,116 | -827 | -13.9% | -$3.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.03万 | 0.07% | 1,181 | -8,552 | -87.9% | -$173.97万 | 减仓 |
| ILF | ISHARES TR | $24.20万 | 0.07% | 6,814 | 6,814 | — | $24.20万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.72万 | 0.07% | 3,118 | 21 | 0.7% | $1,665 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.93万 | 0.07% | 9,723 | 50 | 0.5% | $1,282 | 加仓 |
| — | EXXON MOBIL CORP | $25.11万 | 0.07% | 1,480 | 1,480 | — | $25.11万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.31万 | 0.07% | 299 | -540 | -64.4% | -$45.71万 | 减仓 |
| SXI | STANDEX INTL CORP | $25.49万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.91万 | 0.08% | 1,191 | -48 | -3.9% | -$1.04万 | 减仓 |
| — | BELPOINTE PREP LLC | $26.26万 | 0.08% | 4,937 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.83万 | 0.08% | 4,832 | 62 | 1.3% | $3,442 | 加仓 |
| IJH | ISHARES TR | $27.33万 | 0.08% | 4,047 | 609 | 17.7% | $4.11万 | 加仓 |
| GMED | GLOBUS MED INC | $27.33万 | 0.08% | 3,172 | 3,172 | — | $27.33万 | 新建仓 |
| T | AT&T INC | $27.59万 | 0.08% | 9,518 | -967 | -9.2% | -$2.80万 | 减仓 |
| COHR | COHERENT CORP | $27.87万 | 0.08% | 1,170 | 1,170 | — | $27.87万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $27.97万 | 0.08% | 4,944 | -2,021 | -29.0% | -$11.44万 | 减仓 |
| TER | TERADYNE INC | $28.05万 | 0.08% | 946 | 946 | — | $28.05万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.07万 | 0.08% | 9,150 | 9,150 | — | $28.07万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.10万 | 0.08% | 2,506 | 33 | 1.3% | $3,700 | 加仓 |
| ALL | ALLSTATE CORP | $28.12万 | 0.08% | 1,356 | 178 | 15.1% | $3.69万 | 加仓 |
| IDEV | ISHARES TR | $28.40万 | 0.08% | 3,399 | 532 | 18.6% | $4.45万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $28.41万 | 0.08% | 10,293 | -1,298 | -11.2% | -$3.58万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.54万 | 0.08% | 10,134 | -1,289 | -11.3% | -$3.63万 | 减仓 |
| EWY | ISHARES INC | $28.93万 | 0.08% | 2,352 | 2,352 | — | $28.93万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $29.65万 | 0.09% | 7,509 | 7,509 | — | $29.65万 | 新建仓 |
| META | META PLATFORMS INC | $29.75万 | 0.09% | 520 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.06万 | 0.09% | 497 | -9 | -1.8% | -$5,443 | 减仓 |
| INTC | INTEL CORP | $30.48万 | 0.09% | 6,907 | -657 | -8.7% | -$2.90万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $30.53万 | 0.09% | 3,240 | 3,240 | — | $30.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $30.55万 | 0.09% | 15,487 | -63 | -0.4% | -$1,243 | 减仓 |
| EWJ | ISHARES INC | $30.70万 | 0.09% | 3,636 | 3,636 | — | $30.70万 | 新建仓 |
| IAU | ISHARES GOLD TR | $30.84万 | 0.09% | 3,498 | 326 | 10.3% | $2.87万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.05万 | 0.09% | 14,682 | 14,682 | — | $31.05万 | 新建仓 |
| MCK | MCKESSON CORP | $31.68万 | 0.09% | 366 | 12 | 3.4% | $1.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.70万 | 0.09% | 1,048 | 188 | 21.9% | $5.69万 | 加仓 |
| EIX | EDISON INTL | $31.88万 | 0.09% | 4,357 | 4,357 | — | $31.88万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.92万 | 0.09% | 4,527 | 4,527 | — | $31.92万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.20万 | 0.09% | 4,150 | -24 | -0.6% | -$1,862 | 减仓 |
| HEFA | ISHARES TR | $32.35万 | 0.09% | 7,613 | 7,613 | — | $32.35万 | 新建仓 |
| WMB | WILLIAMS COS INC | $33.50万 | 0.10% | 4,603 | 4,603 | — | $33.50万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $34.16万 | 0.10% | 12,201 | 12,201 | — | $34.16万 | 新建仓 |
| MCD | MCDONALDS CORP | $34.41万 | 0.10% | 1,107 | -692 | -38.5% | -$21.51万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $34.60万 | 0.10% | 8,121 | 8,121 | — | $34.60万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $34.62万 | 0.10% | 3,536 | 27 | 0.8% | $2,643 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $38.22万 | 0.11% | 9,309 | 9,309 | — | $38.22万 | 新建仓 |
| CDE | COEUR MNG INC | $38.39万 | 0.11% | 20,455 | 6,786 | 49.6% | $12.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.97万 | 0.12% | 1,682 | 249 | 17.4% | $5.92万 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.38万 | 0.12% | 2,080 | 83 | 4.2% | $1.61万 | 加仓 |
| HL | HECLA MINING COMPANY | $40.70万 | 0.12% | 21,849 | 11,171 | 104.6% | $20.81万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.85万 | 0.12% | 1,998 | -105 | -5.0% | -$2.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.71万 | 0.12% | 419 | 18 | 4.5% | $1.79万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $41.73万 | 0.12% | 24,093 | 24,093 | — | $41.73万 | 新建仓 |