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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $41.84万 | 0.12% | 2,169 | -210 | -8.8% | -$4.05万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $42.07万 | 0.12% | 12,769 | 12,769 | — | $42.07万 | 新建仓 |
| IWS | ISHARES TR | $43.98万 | 0.13% | 3,018 | 41 | 1.4% | $5,975 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.16万 | 0.13% | 2,367 | 2,367 | — | $44.16万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.66万 | 0.13% | 3,229 | 3,229 | — | $44.66万 | 新建仓 |
| SCMC | STERLING CAP FDS | $44.82万 | 0.13% | 17,928 | 17,928 | — | $44.82万 | 新建仓 |
| KEY | KEYCORP | $47.64万 | 0.14% | 23,762 | 23,762 | — | $47.64万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $48.97万 | 0.14% | 3,650 | 16 | 0.4% | $2,147 | 加仓 |
| MTZ | MASTEC INC | $49.68万 | 0.15% | 1,544 | 1,544 | — | $49.68万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $50.94万 | 0.15% | 14,063 | 8,526 | 154.0% | $30.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $51.14万 | 0.15% | 2,092 | 97 | 4.9% | $2.37万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $51.71万 | 0.15% | 7,137 | 7,137 | — | $51.71万 | 新建仓 |
| CAT | CATERPILLAR INC | $52.39万 | 0.15% | 739 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $54.28万 | 0.16% | 4,367 | -523 | -10.7% | -$6.50万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $55.12万 | 0.16% | 18,924 | -113 | -0.6% | -$3,292 | 减仓 |
| — | ELEVATION SERIES TRUST | $57.85万 | 0.17% | 14,898 | -365 | -2.4% | -$1.42万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $58.21万 | 0.17% | 2,724 | 348 | 14.6% | $7.44万 | 加仓 |
| SCEP | STERLING CAP FDS | $58.58万 | 0.17% | 24,854 | 24,854 | — | $58.58万 | 新建仓 |
| EWC | ISHARES INC | $58.84万 | 0.17% | 10,739 | 10,739 | — | $58.84万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $62.76万 | 0.18% | 3,648 | 3,648 | — | $62.76万 | 新建仓 |
| UNP | UNION PAC CORP | $64.34万 | 0.19% | 2,652 | 121 | 4.8% | $2.94万 | 加仓 |
| — | ELEVATION SERIES TRUST | $64.68万 | 0.19% | 29,465 | 29,465 | — | $64.68万 | 新建仓 |
| QUAL | ISHARES TR | $69.42万 | 0.20% | 3,619 | 1,701 | 88.7% | $32.63万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $70.31万 | 0.21% | 21,045 | 5,297 | 33.6% | $17.70万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $71.73万 | 0.21% | 33,993 | 410 | 1.2% | $8,651 | 加仓 |
| COPX | GLOBAL X FDS | $71.88万 | 0.21% | 9,415 | 9,415 | — | $71.88万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $72.22万 | 0.21% | 2,455 | -128 | -5.0% | -$3.77万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $73.44万 | 0.22% | 29,114 | 2,220 | 8.3% | $5.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.85万 | 0.22% | 5,117 | -14,101 | -73.4% | -$206.27万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $76.53万 | 0.22% | 19,717 | 7 | 0.0% | $272 | 加仓 |
| — | TIDAL TRUST I | $77.99万 | 0.23% | 24,325 | 1,015 | 4.4% | $3.25万 | 加仓 |
| AVGO | BROADCOM INC | $78.18万 | 0.23% | 2,526 | -5,038 | -66.6% | -$155.93万 | 减仓 |
| — | ELEVATION SERIES TRUST | $79.98万 | 0.23% | 19,460 | 19,460 | — | $79.98万 | 新建仓 |
| CPER | UNITED STS COMMODITY INDEX F | $80.03万 | 0.23% | 23,243 | 23,243 | — | $80.03万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.68万 | 0.24% | 1,256 | -108 | -7.9% | -$7.02万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $82.33万 | 0.24% | 8,760 | -2,336 | -21.1% | -$21.95万 | 减仓 |
| IWX | ISHARES TR | $83.02万 | 0.24% | 8,959 | 223 | 2.6% | $2.07万 | 加仓 |
| IVE | ISHARES TR | $83.58万 | 0.24% | 3,959 | 1,997 | 101.8% | $42.16万 | 加仓 |
| — | ELEVATION SERIES TRUST | $85.33万 | 0.25% | 20,996 | 20,996 | — | $85.33万 | 新建仓 |
| JANW | AIM ETF PRODUCTS TRUST | $87.65万 | 0.26% | 24,027 | 6,218 | 34.9% | $22.68万 | 加仓 |
| CVNA | CARVANA CO | $88.91万 | 0.26% | 2,828 | 2,080 | 278.1% | $65.39万 | 加仓 |
| GE | GE AEROSPACE | $91.76万 | 0.27% | 3,233 | 2,065 | 176.8% | $58.61万 | 加仓 |
| — | ELEVATION SERIES TRUST | $96.48万 | 0.28% | 26,244 | -735 | -2.7% | -$2.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.28万 | 0.30% | 4,178 | -148 | -3.4% | -$3.59万 | 减仓 |
| APH | AMPHENOL CORP | $101.48万 | 0.30% | 8,032 | -6,484 | -44.7% | -$81.92万 | 减仓 |
| TIP | ISHARES TR | $105.22万 | 0.31% | 9,534 | 9,534 | — | $105.22万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $106.54万 | 0.31% | 44,145 | -88,571 | -66.7% | -$213.75万 | 减仓 |
| GOOG | ALPHABET INC | $107.77万 | 0.32% | 3,757 | -1,327 | -26.1% | -$38.06万 | 减仓 |
| EFG | ISHARES TR | $109.74万 | 0.32% | 9,853 | 3,734 | 61.0% | $41.59万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $110.19万 | 0.32% | 22,021 | 22,021 | — | $110.19万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $114.07万 | 0.33% | 39,334 | -4,879 | -11.0% | -$14.15万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $114.91万 | 0.34% | 23,070 | 3,046 | 15.2% | $15.17万 | 加仓 |
| TSLA | TESLA INC | $118.14万 | 0.35% | 3,178 | -377 | -10.6% | -$14.01万 | 减仓 |
| IVW | ISHARES TR | $118.34万 | 0.35% | 10,462 | 5,121 | 95.9% | $57.93万 | 加仓 |
| — | TIDAL TRUST II | $120.43万 | 0.35% | 92,996 | 29,655 | 46.8% | $38.40万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $131.56万 | 0.39% | 1,872 | 670 | 55.7% | $47.08万 | 加仓 |
| BIL | SPDR SERIES TRUST | $131.87万 | 0.39% | 14,389 | 14,389 | — | $131.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $133.52万 | 0.39% | 6,411 | -2,630 | -29.1% | -$54.78万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $134.21万 | 0.39% | 23,068 | 13,735 | 147.2% | $79.91万 | 加仓 |
| LMUB | ISHARES TR | $135.36万 | 0.40% | 27,110 | 27,110 | — | $135.36万 | 新建仓 |
| EFV | ISHARES TR | $135.66万 | 0.40% | 18,247 | 6,358 | 53.5% | $47.27万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $140.60万 | 0.41% | 32,375 | 3,025 | 10.3% | $13.14万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $140.92万 | 0.41% | 30,150 | 2,739 | 10.0% | $12.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $141.68万 | 0.41% | 35,629 | 3,481 | 10.8% | $13.84万 | 加仓 |
| IWY | ISHARES TR | $143.28万 | 0.42% | 5,758 | 648 | 12.7% | $16.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.42% | 2 | 2 | — | $143.63万 | 新建仓 |
| MSFT | MICROSOFT CORP | $151.24万 | 0.44% | 4,086 | 51 | 1.3% | $1.89万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $154.17万 | 0.45% | 73,838 | 15,805 | 27.2% | $33.00万 | 加仓 |
| IEMG | ISHARES INC | $156.29万 | 0.46% | 22,407 | 9,258 | 70.4% | $64.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $163.08万 | 0.48% | 61,986 | -7,076 | -10.2% | -$18.62万 | 减仓 |
| GOOGL | ALPHABET INC | $166.87万 | 0.49% | 5,803 | -1,034 | -15.1% | -$29.73万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $170.41万 | 0.50% | 53,948 | 6,180 | 12.9% | $19.52万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $183.78万 | 0.54% | 6,794 | 6,794 | — | $183.78万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $184.45万 | 0.54% | 47,946 | 5,704 | 13.5% | $21.94万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $184.53万 | 0.54% | 38,702 | 3,119 | 8.8% | $14.87万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $185.16万 | 0.54% | 60,480 | 4,896 | 8.8% | $14.99万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $187.13万 | 0.55% | 41,672 | 3,518 | 9.2% | $15.80万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $189.70万 | 0.56% | 56,425 | 4,433 | 8.5% | $14.90万 | 加仓 |
| GLW | CORNING INC | $191.58万 | 0.56% | 14,090 | 6,638 | 89.1% | $90.25万 | 加仓 |
| — | ELEVATION SERIES TRUST | $193.46万 | 0.57% | 47,636 | -3,786 | -7.4% | -$15.38万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $198.06万 | 0.58% | 61,018 | -6,514 | -9.6% | -$21.14万 | 减仓 |
| — | FLEXSHARES TR | $200.25万 | 0.59% | 48,037 | 48,037 | — | $200.25万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $201.10万 | 0.59% | 44,344 | 44,344 | — | $201.10万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $201.28万 | 0.59% | 52,815 | 4,164 | 8.6% | $15.87万 | 加仓 |
| VMI | VALMONT INDS INC | $201.80万 | 0.59% | 5,050 | -296 | -5.5% | -$11.83万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $203.12万 | 0.59% | 86,417 | 86,417 | — | $203.12万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $212.41万 | 0.62% | 36,285 | -12,282 | -25.3% | -$71.90万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $214.86万 | 0.63% | 8,574 | 4,770 | 125.4% | $119.53万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $215.15万 | 0.63% | 75,360 | -3,951 | -5.0% | -$11.28万 | 减仓 |
| URA | GLOBAL X FDS | $215.92万 | 0.63% | 44,584 | 3,179 | 7.7% | $15.40万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $221.29万 | 0.65% | 37,487 | 929 | 2.5% | $5.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $225.31万 | 0.66% | 6,669 | -4,740 | -41.5% | -$160.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $231.51万 | 0.68% | 7,277 | 6,247 | 606.5% | $198.74万 | 重新持有 |
| MUB | ISHARES TR | $235.21万 | 0.69% | 22,159 | 1,231 | 5.9% | $13.07万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $237.00万 | 0.69% | 57,678 | -6,387 | -10.0% | -$26.24万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $238.56万 | 0.70% | 50,360 | -5,704 | -10.2% | -$27.02万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $240.29万 | 0.70% | 31,394 | 2,208 | 7.6% | $16.90万 | 加仓 |
| — | TIDAL TRUST II | $243.51万 | 0.71% | 139,556 | -434,585 | -75.7% | -$758.31万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $244.53万 | 0.72% | 34,755 | 5,285 | 17.9% | $37.18万 | 加仓 |
| LLY | ELI LILLY & CO | $246.86万 | 0.72% | 2,684 | 1,869 | 229.3% | $171.90万 | 加仓 |