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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $251.47万 | 0.74% | 27,402 | -7,368 | -21.2% | -$67.62万 | 减仓 |
| NLR | VANECK ETF TRUST | $287.79万 | 0.84% | 21,607 | 1,966 | 10.0% | $26.19万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $295.09万 | 0.86% | 29,459 | 8,374 | 39.7% | $83.88万 | 加仓 |
| — | TIDAL TRUST I | $295.15万 | 0.86% | 143,077 | -59,418 | -29.3% | -$122.57万 | 减仓 |
| — | TIDAL TRUST I | $299.52万 | 0.88% | 112,266 | -75,970 | -40.4% | -$202.69万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $307.13万 | 0.90% | 122,673 | -7,800 | -6.0% | -$19.53万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $310.49万 | 0.91% | 43,359 | -24,881 | -36.5% | -$178.17万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $312.73万 | 0.92% | 108,398 | 11,540 | 11.9% | $33.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $312.86万 | 0.92% | 91,077 | -11,723 | -11.4% | -$40.27万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $315.77万 | 0.92% | 60,980 | -6,838 | -10.1% | -$35.41万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $317.70万 | 0.93% | 57,394 | -8,169 | -12.5% | -$45.22万 | 减仓 |
| DIV | GLOBAL X FDS | $334.95万 | 0.98% | 177,222 | -13,410 | -7.0% | -$25.34万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $340.89万 | 1.00% | 139,768 | -84,014 | -37.5% | -$204.91万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $354.49万 | 1.04% | 39,965 | 1,516 | 3.9% | $13.45万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $358.02万 | 1.05% | 112,125 | -11,786 | -9.5% | -$37.63万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $369.12万 | 1.08% | 103,830 | -13,751 | -11.7% | -$48.88万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $386.39万 | 1.13% | 123,665 | -13,379 | -9.8% | -$41.80万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $386.85万 | 1.13% | 122,965 | -13,376 | -9.8% | -$42.08万 | 减仓 |
| IVV | ISHARES TR | $400.88万 | 1.17% | 6,137 | 2,419 | 65.1% | $158.01万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $405.17万 | 1.19% | 68,038 | 5,012 | 8.0% | $29.85万 | 加仓 |
| AAPL | APPLE INC | $415.58万 | 1.22% | 16,375 | 2,724 | 20.0% | $69.13万 | 加仓 |
| AMLP | ALPS ETF TR | $429.50万 | 1.26% | 81,592 | -3,973 | -4.6% | -$20.91万 | 减仓 |
| GLD | SPDR GOLD TR | $463.15万 | 1.36% | 10,764 | 57 | 0.5% | $2.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $469.29万 | 1.37% | 8,131 | -2,389 | -22.7% | -$137.88万 | 减仓 |
| SCNM | STERLING CAP FDS | $475.64万 | 1.39% | 191,330 | 191,330 | — | $475.64万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $496.38万 | 1.45% | 25,864 | 6,462 | 33.3% | $124.02万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $497.32万 | 1.46% | 116,934 | -6,089 | -4.9% | -$25.90万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $527.78万 | 1.55% | 156,939 | -2,037 | -1.3% | -$6.85万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $542.40万 | 1.59% | 107,597 | -4,965 | -4.4% | -$25.03万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $543.69万 | 1.59% | 99,358 | -4,599 | -4.4% | -$25.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $587.88万 | 1.72% | 12,268 | 604 | 5.2% | $28.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $609.83万 | 1.79% | 208,773 | -5,058 | -2.4% | -$14.77万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $614.02万 | 1.80% | 108,330 | -551 | -0.5% | -$3.12万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $622.26万 | 1.82% | 234,110 | -14,509 | -5.8% | -$38.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $630.52万 | 1.85% | 187,711 | -4,122 | -2.1% | -$13.85万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $632.99万 | 1.85% | 187,385 | -15,502 | -7.6% | -$52.37万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $794.07万 | 2.33% | 116,296 | -9,243 | -7.4% | -$63.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $813.72万 | 2.38% | 13,618 | 219 | 1.6% | $13.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,326.55万 | 3.88% | 76,064 | 10,448 | 15.9% | $182.21万 | 加仓 |
| BILZ | PIMCO ETF TR | $1,540.44万 | 4.51% | 152,564 | 134,147 | 728.4% | $1,354.48万 | 加仓 |