SMART Wealth LLC
Omaha NE · SEC CIK 0002044723
$4.64亿2026Q2 申报市值
222持仓数
24.5%前十大占比 · 第一大 6.3%
50 / 41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
BILZ 加仓+$1,361.65万
SPY 加仓+$883.93万
XLSR 新建仓+$709.36万
SPMO 加仓+$701.85万
SPDW 新建仓+$632.06万
2026Q2 卖出最多 按季末市值估算
AIM ETF PRODUCTS 清仓-$632.99万
AIM ETF PRODUCTS 清仓-$622.26万
VOO 减仓-$527.14万
QQQ 减仓-$401.65万
RSP 减仓-$401.65万
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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $45.29万 | 0.10% | 2,752 | -266 | -8.8% | -$4.38万 | 减仓 |
| WELL | WELLTOWER INC | $45.63万 | 0.10% | 2,010 | 2,010 | — | $45.63万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $45.89万 | 0.10% | 2,924 | -305 | -9.4% | -$4.79万 | 减仓 |
| SCEP | STERLING CAP FDS | $46.85万 | 0.10% | 18,739 | -6,115 | -24.6% | -$15.29万 | 减仓 |
| SNDK | SANDISK CORP | $48.43万 | 0.10% | 213 | -146 | -40.7% | -$33.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.62万 | 0.10% | 4,167 | -950 | -18.6% | -$11.08万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.63万 | 0.10% | 3,328 | 3,328 | — | $48.63万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $48.78万 | 0.11% | 19,419 | -10,046 | -34.1% | -$25.24万 | 减仓 |
| IUSB | ISHARES TR | $51.07万 | 0.11% | 11,065 | 5,951 | 116.4% | $27.46万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $51.65万 | 0.11% | 4,254 | -25,205 | -85.6% | -$306.04万 | 减仓 |
| ADI | ANALOG DEVICES INC | $53.18万 | 0.11% | 1,339 | -5,938 | -81.6% | -$235.84万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $53.61万 | 0.12% | 3,747 | 97 | 2.7% | $1.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.96万 | 0.12% | 1,810 | -270 | -13.0% | -$8.05万 | 减仓 |
| IAU | ISHARES GOLD TR | $54.29万 | 0.12% | 7,190 | 3,692 | 105.5% | $27.88万 | 加仓 |
| USMV | ISHARES TR | $54.68万 | 0.12% | 5,669 | 5,669 | — | $54.68万 | 新建仓 |
| EWC | ISHARES INC | $56.41万 | 0.12% | 9,787 | -952 | -8.9% | -$5.49万 | 减仓 |
| APP | APPLOVIN CORP | $56.52万 | 0.12% | 1,097 | -2,641 | -70.7% | -$136.07万 | 重新持有 |
| IJR | ISHARES TR | $57.63万 | 0.12% | 3,886 | 3,886 | — | $57.63万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $58.12万 | 0.13% | 17,176 | -1,748 | -9.2% | -$5.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.66万 | 0.13% | 18,497 | 9,347 | 102.2% | $29.64万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $59.30万 | 0.13% | 16,633 | -4,412 | -21.0% | -$15.73万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $59.75万 | 0.13% | 16,812 | 16,812 | — | $59.75万 | 新建仓 |
| COPX | GLOBAL X FDS | $62.24万 | 0.13% | 8,086 | -1,329 | -14.1% | -$10.23万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $63.39万 | 0.14% | 24,167 | 24,167 | — | $63.39万 | 新建仓 |
| — | TIDAL TRUST I | $64.18万 | 0.14% | 21,015 | -3,310 | -13.6% | -$10.11万 | 减仓 |
| ITA | ISHARES TR | $64.88万 | 0.14% | 2,676 | 2,676 | — | $64.88万 | 新建仓 |
| PRIV | SSGA ACTIVE TR | $65.26万 | 0.14% | 25,922 | -3,192 | -11.0% | -$8.04万 | 减仓 |
| UNP | UNION PAC CORP | $65.36万 | 0.14% | 2,403 | -249 | -9.4% | -$6.77万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $66.84万 | 0.14% | 15,529 | 15,529 | — | $66.84万 | 新建仓 |
| IJH | ISHARES TR | $69.73万 | 0.15% | 9,043 | 4,996 | 123.4% | $38.52万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $72.48万 | 0.16% | 19,210 | -4,033 | -17.4% | -$15.22万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $73.04万 | 0.16% | 18,885 | -5,142 | -21.4% | -$19.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.97万 | 0.16% | 2,290 | -165 | -6.7% | -$5.40万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $75.57万 | 0.16% | 21,506 | 21,506 | — | $75.57万 | 新建仓 |
| CAT | CATERPILLAR INC | $78.65万 | 0.17% | 739 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $81.10万 | 0.17% | 5,302 | 5,302 | — | $81.10万 | 新建仓 |
| INTC | INTEL CORP | $89.46万 | 0.19% | 6,407 | -500 | -7.2% | -$6.98万 | 减仓 |
| — | ELEVATION SERIES TRUST | $93.30万 | 0.20% | 39,202 | -4,943 | -11.2% | -$11.76万 | 减仓 |
| IWX | ISHARES TR | $93.93万 | 0.20% | 8,932 | -27 | -0.3% | -$2,839 | 减仓 |
| TIP | ISHARES TR | $96.96万 | 0.21% | 8,860 | -674 | -7.1% | -$7.38万 | 减仓 |
| TSLA | TESLA INC | $102.16万 | 0.22% | 2,429 | -749 | -23.6% | -$31.50万 | 减仓 |
| MS | MORGAN STANLEY | $102.57万 | 0.22% | 4,907 | 1,597 | 48.2% | $33.38万 | 重新持有 |
| AVGO | BROADCOM INC | $102.92万 | 0.22% | 2,725 | 199 | 7.9% | $7.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $103.25万 | 0.22% | 2,383 | -341 | -12.5% | -$14.78万 | 减仓 |
| C | CITIGROUP INC | $104.25万 | 0.22% | 7,448 | 7,448 | — | $104.25万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $106.87万 | 0.23% | 37,657 | -24,329 | -39.2% | -$69.05万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $107.89万 | 0.23% | 4,013 | 3,117 | 347.9% | $83.80万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $109.57万 | 0.24% | 3,616 | 1,934 | 115.0% | $58.60万 | 加仓 |
| LLY | ELI LILLY & CO | $110.33万 | 0.24% | 920 | -1,764 | -65.7% | -$211.55万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $110.76万 | 0.24% | 23,018 | 23,018 | — | $110.76万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.30万 | 0.24% | 3,994 | -184 | -4.4% | -$5.17万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $114.08万 | 0.25% | 72,479 | -1,359 | -1.8% | -$2.14万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $122.18万 | 0.26% | 35,528 | 35,528 | — | $122.18万 | 新建仓 |
| MSFT | MICROSOFT CORP | $124.10万 | 0.27% | 3,327 | -759 | -18.6% | -$28.31万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $125.95万 | 0.27% | 37,185 | -23,833 | -39.1% | -$80.72万 | 减仓 |
| BIL | SPDR SERIES TRUST | $129.48万 | 0.28% | 14,130 | -259 | -1.8% | -$2.37万 | 减仓 |
| — | TIDAL TRUST II | $134.03万 | 0.29% | 86,135 | -6,861 | -7.4% | -$10.68万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $137.25万 | 0.30% | 27,248 | 17,939 | 192.7% | $90.36万 | 加仓 |
| TER | TERADYNE INC | $140.25万 | 0.30% | 2,899 | 1,953 | 206.4% | $94.48万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $148.66万 | 0.32% | 6,987 | -18,877 | -73.0% | -$401.65万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $150.21万 | 0.32% | 22,233 | 22,233 | — | $150.21万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $154.12万 | 0.33% | 35,005 | -22,673 | -39.3% | -$99.83万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $154.19万 | 0.33% | 30,537 | -19,823 | -39.4% | -$100.09万 | 减仓 |
| — | ELEVATION SERIES TRUST | $154.93万 | 0.33% | 34,096 | -13,540 | -28.4% | -$61.53万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $155.31万 | 0.33% | 29,459 | 16,690 | 130.7% | $87.99万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $156.26万 | 0.34% | 30,610 | -6,877 | -18.3% | -$35.11万 | 减仓 |
| CERY | SPDR SERIES TRUST | $157.35万 | 0.34% | 47,069 | 47,069 | — | $157.35万 | 新建仓 |
| IWY | ISHARES TR | $160.27万 | 0.35% | 5,515 | -243 | -4.2% | -$7.06万 | 减仓 |
| GOOG | ALPHABET INC | $162.25万 | 0.35% | 4,592 | 835 | 22.2% | $29.50万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $164.86万 | 0.36% | 23,639 | 15,518 | 191.1% | $108.22万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $166.30万 | 0.36% | 38,575 | 24,512 | 174.3% | $105.67万 | 加仓 |
| — | TIDAL TRUST II | $167.04万 | 0.36% | 27,858 | 27,858 | — | $167.04万 | 新建仓 |
| URA | GLOBAL X FDS | $171.45万 | 0.37% | 39,234 | -5,350 | -12.0% | -$23.38万 | 减仓 |
| AMZN | AMAZON COM INC | $177.02万 | 0.38% | 7,427 | 1,016 | 15.8% | $24.22万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $177.39万 | 0.38% | 43,392 | 7,763 | 21.8% | $31.74万 | 加仓 |
| QUAL | ISHARES TR | $179.42万 | 0.39% | 8,177 | 4,558 | 125.9% | $100.01万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $180.78万 | 0.39% | 36,052 | 5,902 | 19.6% | $29.60万 | 加仓 |
| GDX | VANECK ETF TRUST | $181.17万 | 0.39% | 24,012 | -3,390 | -12.4% | -$25.58万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $181.37万 | 0.39% | 38,853 | 6,478 | 20.0% | $30.24万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $185.74万 | 0.40% | 53,419 | 53,419 | — | $185.74万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $187.51万 | 0.40% | 41,371 | -2,973 | -6.7% | -$13.47万 | 减仓 |
| — | FLEXSHARES TR | $188.29万 | 0.41% | 44,900 | -3,137 | -6.5% | -$13.15万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $188.77万 | 0.41% | 80,602 | -5,815 | -6.7% | -$13.62万 | 减仓 |
| VMI | VALMONT INDS INC | $193.45万 | 0.42% | 3,349 | -1,701 | -33.7% | -$98.26万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $193.73万 | 0.42% | 33,592 | 33,592 | — | $193.73万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $197.03万 | 0.42% | 2,676 | -5,455 | -67.1% | -$401.65万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $206.36万 | 0.44% | 27,943 | 27,943 | — | $206.36万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $209.11万 | 0.45% | 37,007 | -23,973 | -39.3% | -$135.46万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $211.46万 | 0.46% | 6,316 | -2,258 | -26.3% | -$75.60万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $214.88万 | 0.46% | 29,117 | -5,638 | -16.2% | -$41.61万 | 减仓 |
| ARW | ARROW ELECTRS INC | $215.10万 | 0.46% | 10,079 | 10,079 | — | $215.10万 | 新建仓 |
| NLR | VANECK ETF TRUST | $223.19万 | 0.48% | 19,244 | -2,363 | -10.9% | -$27.41万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $228.21万 | 0.49% | 40,592 | -2,767 | -6.4% | -$15.56万 | 减仓 |
| IVE | ISHARES TR | $229.03万 | 0.49% | 10,087 | 6,128 | 154.8% | $139.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $229.75万 | 0.50% | 3,955 | 2,774 | 234.9% | $161.14万 | 加仓 |
| — | TIDAL TRUST II | $232.85万 | 0.50% | 132,287 | -7,269 | -5.2% | -$12.79万 | 减仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $233.90万 | 0.50% | 56,854 | 56,854 | — | $233.90万 | 新建仓 |
| GOOGL | ALPHABET INC | $236.82万 | 0.51% | 6,627 | 824 | 14.2% | $29.45万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $237.98万 | 0.51% | 50,916 | 9,244 | 22.2% | $43.21万 | 加仓 |