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 |
|---|---|---|---|---|---|---|---|---|
| JANW | AIM ETF PRODUCTS TRUST | $87.65万 | 0.26% | 24,027 | 6,218 | 34.9% | $22.68万 | 加仓 |
| — | ELEVATION SERIES TRUST | $85.33万 | 0.25% | 20,996 | 20,996 | — | $85.33万 | 新建仓 |
| IVE | ISHARES TR | $83.58万 | 0.24% | 3,959 | 1,997 | 101.8% | $42.16万 | 加仓 |
| IWX | ISHARES TR | $83.02万 | 0.24% | 8,959 | 223 | 2.6% | $2.07万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $82.33万 | 0.24% | 8,760 | -2,336 | -21.1% | -$21.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.68万 | 0.24% | 1,256 | -108 | -7.9% | -$7.02万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $80.03万 | 0.23% | 23,243 | 23,243 | — | $80.03万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $79.98万 | 0.23% | 19,460 | 19,460 | — | $79.98万 | 新建仓 |
| AVGO | BROADCOM INC | $78.18万 | 0.23% | 2,526 | -5,038 | -66.6% | -$155.93万 | 减仓 |
| — | TIDAL TRUST I | $77.99万 | 0.23% | 24,325 | 1,015 | 4.4% | $3.25万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $76.53万 | 0.22% | 19,717 | 7 | 0.0% | $272 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.85万 | 0.22% | 5,117 | -14,101 | -73.4% | -$206.27万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $73.44万 | 0.22% | 29,114 | 2,220 | 8.3% | $5.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $72.22万 | 0.21% | 2,455 | -128 | -5.0% | -$3.77万 | 减仓 |
| COPX | GLOBAL X FDS | $71.88万 | 0.21% | 9,415 | 9,415 | — | $71.88万 | 新建仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $71.73万 | 0.21% | 33,993 | 410 | 1.2% | $8,651 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $70.31万 | 0.21% | 21,045 | 5,297 | 33.6% | $17.70万 | 加仓 |
| QUAL | ISHARES TR | $69.42万 | 0.20% | 3,619 | 1,701 | 88.7% | $32.63万 | 加仓 |
| — | ELEVATION SERIES TRUST | $64.68万 | 0.19% | 29,465 | 29,465 | — | $64.68万 | 新建仓 |
| UNP | UNION PAC CORP | $64.34万 | 0.19% | 2,652 | 121 | 4.8% | $2.94万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $62.76万 | 0.18% | 3,648 | 3,648 | — | $62.76万 | 新建仓 |
| EWC | ISHARES INC | $58.84万 | 0.17% | 10,739 | 10,739 | — | $58.84万 | 新建仓 |
| SCEP | STERLING CAP FDS | $58.58万 | 0.17% | 24,854 | 24,854 | — | $58.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $58.21万 | 0.17% | 2,724 | 348 | 14.6% | $7.44万 | 加仓 |
| — | ELEVATION SERIES TRUST | $57.85万 | 0.17% | 14,898 | -365 | -2.4% | -$1.42万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $55.12万 | 0.16% | 18,924 | -113 | -0.6% | -$3,292 | 减仓 |
| WMT | WALMART INC | $54.28万 | 0.16% | 4,367 | -523 | -10.7% | -$6.50万 | 减仓 |
| CAT | CATERPILLAR INC | $52.39万 | 0.15% | 739 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $51.71万 | 0.15% | 7,137 | 7,137 | — | $51.71万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $51.14万 | 0.15% | 2,092 | 97 | 4.9% | $2.37万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $50.94万 | 0.15% | 14,063 | 8,526 | 154.0% | $30.88万 | 加仓 |
| MTZ | MASTEC INC | $49.68万 | 0.15% | 1,544 | 1,544 | — | $49.68万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $48.97万 | 0.14% | 3,650 | 16 | 0.4% | $2,147 | 加仓 |
| KEY | KEYCORP | $47.64万 | 0.14% | 23,762 | 23,762 | — | $47.64万 | 新建仓 |
| SCMC | STERLING CAP FDS | $44.82万 | 0.13% | 17,928 | 17,928 | — | $44.82万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.66万 | 0.13% | 3,229 | 3,229 | — | $44.66万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.16万 | 0.13% | 2,367 | 2,367 | — | $44.16万 | 新建仓 |
| IWS | ISHARES TR | $43.98万 | 0.13% | 3,018 | 41 | 1.4% | $5,975 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $42.07万 | 0.12% | 12,769 | 12,769 | — | $42.07万 | 新建仓 |
| RTX | RTX CORPORATION | $41.84万 | 0.12% | 2,169 | -210 | -8.8% | -$4.05万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $41.73万 | 0.12% | 24,093 | 24,093 | — | $41.73万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.71万 | 0.12% | 419 | 18 | 4.5% | $1.79万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.85万 | 0.12% | 1,998 | -105 | -5.0% | -$2.15万 | 减仓 |
| HL | HECLA MINING COMPANY | $40.70万 | 0.12% | 21,849 | 11,171 | 104.6% | $20.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.38万 | 0.12% | 2,080 | 83 | 4.2% | $1.61万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.97万 | 0.12% | 1,682 | 249 | 17.4% | $5.92万 | 加仓 |
| CDE | COEUR MNG INC | $38.39万 | 0.11% | 20,455 | 6,786 | 49.6% | $12.74万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $38.22万 | 0.11% | 9,309 | 9,309 | — | $38.22万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $34.62万 | 0.10% | 3,536 | 27 | 0.8% | $2,643 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $34.60万 | 0.10% | 8,121 | 8,121 | — | $34.60万 | 新建仓 |
| MCD | MCDONALDS CORP | $34.41万 | 0.10% | 1,107 | -692 | -38.5% | -$21.51万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $34.16万 | 0.10% | 12,201 | 12,201 | — | $34.16万 | 新建仓 |
| WMB | WILLIAMS COS INC | $33.50万 | 0.10% | 4,603 | 4,603 | — | $33.50万 | 新建仓 |
| HEFA | ISHARES TR | $32.35万 | 0.09% | 7,613 | 7,613 | — | $32.35万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.20万 | 0.09% | 4,150 | -24 | -0.6% | -$1,862 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.92万 | 0.09% | 4,527 | 4,527 | — | $31.92万 | 新建仓 |
| EIX | EDISON INTL | $31.88万 | 0.09% | 4,357 | 4,357 | — | $31.88万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $31.70万 | 0.09% | 1,048 | 188 | 21.9% | $5.69万 | 加仓 |
| MCK | MCKESSON CORP | $31.68万 | 0.09% | 366 | 12 | 3.4% | $1.04万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.05万 | 0.09% | 14,682 | 14,682 | — | $31.05万 | 新建仓 |
| IAU | ISHARES GOLD TR | $30.84万 | 0.09% | 3,498 | 326 | 10.3% | $2.87万 | 加仓 |
| EWJ | ISHARES INC | $30.70万 | 0.09% | 3,636 | 3,636 | — | $30.70万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $30.55万 | 0.09% | 15,487 | -63 | -0.4% | -$1,243 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $30.53万 | 0.09% | 3,240 | 3,240 | — | $30.53万 | 新建仓 |
| INTC | INTEL CORP | $30.48万 | 0.09% | 6,907 | -657 | -8.7% | -$2.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $30.06万 | 0.09% | 497 | -9 | -1.8% | -$5,443 | 减仓 |
| META | META PLATFORMS INC | $29.75万 | 0.09% | 520 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $29.65万 | 0.09% | 7,509 | 7,509 | — | $29.65万 | 新建仓 |
| EWY | ISHARES INC | $28.93万 | 0.08% | 2,352 | 2,352 | — | $28.93万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $28.54万 | 0.08% | 10,134 | -1,289 | -11.3% | -$3.63万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.41万 | 0.08% | 10,293 | -1,298 | -11.2% | -$3.58万 | 减仓 |
| IDEV | ISHARES TR | $28.40万 | 0.08% | 3,399 | 532 | 18.6% | $4.45万 | 加仓 |
| ALL | ALLSTATE CORP | $28.12万 | 0.08% | 1,356 | 178 | 15.1% | $3.69万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.10万 | 0.08% | 2,506 | 33 | 1.3% | $3,700 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.07万 | 0.08% | 9,150 | 9,150 | — | $28.07万 | 新建仓 |
| TER | TERADYNE INC | $28.05万 | 0.08% | 946 | 946 | — | $28.05万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $27.97万 | 0.08% | 4,944 | -2,021 | -29.0% | -$11.44万 | 减仓 |
| COHR | COHERENT CORP | $27.87万 | 0.08% | 1,170 | 1,170 | — | $27.87万 | 新建仓 |
| T | AT&T INC | $27.59万 | 0.08% | 9,518 | -967 | -9.2% | -$2.80万 | 减仓 |
| GMED | GLOBUS MED INC | $27.33万 | 0.08% | 3,172 | 3,172 | — | $27.33万 | 新建仓 |
| IJH | ISHARES TR | $27.33万 | 0.08% | 4,047 | 609 | 17.7% | $4.11万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.83万 | 0.08% | 4,832 | 62 | 1.3% | $3,442 | 加仓 |
| — | BELPOINTE PREP LLC | $26.26万 | 0.08% | 4,937 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.91万 | 0.08% | 1,191 | -48 | -3.9% | -$1.04万 | 减仓 |
| SXI | STANDEX INTL CORP | $25.49万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.31万 | 0.07% | 299 | -540 | -64.4% | -$45.71万 | 减仓 |
| — | EXXON MOBIL CORP | $25.11万 | 0.07% | 1,480 | 1,480 | — | $25.11万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.93万 | 0.07% | 9,723 | 50 | 0.5% | $1,282 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.72万 | 0.07% | 3,118 | 21 | 0.7% | $1,665 | 加仓 |
| ILF | ISHARES TR | $24.20万 | 0.07% | 6,814 | 6,814 | — | $24.20万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.03万 | 0.07% | 1,181 | -8,552 | -87.9% | -$173.97万 | 减仓 |
| FAST | FASTENAL CO | $23.74万 | 0.07% | 5,116 | -827 | -13.9% | -$3.84万 | 减仓 |
| IUSB | ISHARES TR | $23.62万 | 0.07% | 5,114 | 5,114 | — | $23.62万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.51万 | 0.07% | 2,989 | 56 | 1.9% | $4,405 | 加仓 |
| AGEM | ABRDN FDS | $23.51万 | 0.07% | 5,796 | 5,796 | — | $23.51万 | 新建仓 |
| MPC | MARATHON PETE CORP | $23.14万 | 0.07% | 948 | 948 | — | $23.14万 | 新建仓 |
| ALLY | ALLY FINL INC | $22.93万 | 0.07% | 5,845 | 5,845 | — | $22.93万 | 新建仓 |
| SNDK | SANDISK CORP | $22.81万 | 0.07% | 359 | 359 | — | $22.81万 | 新建仓 |
| PEP | PEPSICO INC | $22.19万 | 0.06% | 1,429 | -60 | -4.0% | -$9,317 | 减仓 |
| AGNC | AGNC INVT CORP | $22.14万 | 0.06% | 22,079 | 4,117 | 22.9% | $4.13万 | 加仓 |