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 |
|---|---|---|---|---|---|---|---|---|
| GFEB | FIRST TR EXCHNG TRADED FD VI | $154.12万 | 0.33% | 35,005 | -22,673 | -39.3% | -$99.83万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $150.21万 | 0.32% | 22,233 | 22,233 | — | $150.21万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $148.66万 | 0.32% | 6,987 | -18,877 | -73.0% | -$401.65万 | 减仓 |
| TER | TERADYNE INC | $140.25万 | 0.30% | 2,899 | 1,953 | 206.4% | $94.48万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $137.25万 | 0.30% | 27,248 | 17,939 | 192.7% | $90.36万 | 加仓 |
| — | TIDAL TRUST II | $134.03万 | 0.29% | 86,135 | -6,861 | -7.4% | -$10.68万 | 减仓 |
| BIL | SPDR SERIES TRUST | $129.48万 | 0.28% | 14,130 | -259 | -1.8% | -$2.37万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $125.95万 | 0.27% | 37,185 | -23,833 | -39.1% | -$80.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $124.10万 | 0.27% | 3,327 | -759 | -18.6% | -$28.31万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $122.18万 | 0.26% | 35,528 | 35,528 | — | $122.18万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $114.08万 | 0.25% | 72,479 | -1,359 | -1.8% | -$2.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.30万 | 0.24% | 3,994 | -184 | -4.4% | -$5.17万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $110.76万 | 0.24% | 23,018 | 23,018 | — | $110.76万 | 新建仓 |
| LLY | ELI LILLY & CO | $110.33万 | 0.24% | 920 | -1,764 | -65.7% | -$211.55万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $109.57万 | 0.24% | 3,616 | 1,934 | 115.0% | $58.60万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $107.89万 | 0.23% | 4,013 | 3,117 | 347.9% | $83.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $106.87万 | 0.23% | 37,657 | -24,329 | -39.2% | -$69.05万 | 减仓 |
| C | CITIGROUP INC | $104.25万 | 0.22% | 7,448 | 7,448 | — | $104.25万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $103.25万 | 0.22% | 2,383 | -341 | -12.5% | -$14.78万 | 减仓 |
| AVGO | BROADCOM INC | $102.92万 | 0.22% | 2,725 | 199 | 7.9% | $7.52万 | 加仓 |
| MS | MORGAN STANLEY | $102.57万 | 0.22% | 4,907 | 1,597 | 48.2% | $33.38万 | 重新持有 |
| TSLA | TESLA INC | $102.16万 | 0.22% | 2,429 | -749 | -23.6% | -$31.50万 | 减仓 |
| TIP | ISHARES TR | $96.96万 | 0.21% | 8,860 | -674 | -7.1% | -$7.38万 | 减仓 |
| IWX | ISHARES TR | $93.93万 | 0.20% | 8,932 | -27 | -0.3% | -$2,839 | 减仓 |
| — | ELEVATION SERIES TRUST | $93.30万 | 0.20% | 39,202 | -4,943 | -11.2% | -$11.76万 | 减仓 |
| INTC | INTEL CORP | $89.46万 | 0.19% | 6,407 | -500 | -7.2% | -$6.98万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $81.10万 | 0.17% | 5,302 | 5,302 | — | $81.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $78.65万 | 0.17% | 739 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $75.57万 | 0.16% | 21,506 | 21,506 | — | $75.57万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $74.97万 | 0.16% | 2,290 | -165 | -6.7% | -$5.40万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $73.04万 | 0.16% | 18,885 | -5,142 | -21.4% | -$19.89万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $72.48万 | 0.16% | 19,210 | -4,033 | -17.4% | -$15.22万 | 减仓 |
| IJH | ISHARES TR | $69.73万 | 0.15% | 9,043 | 4,996 | 123.4% | $38.52万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $66.84万 | 0.14% | 15,529 | 15,529 | — | $66.84万 | 新建仓 |
| UNP | UNION PAC CORP | $65.36万 | 0.14% | 2,403 | -249 | -9.4% | -$6.77万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $65.26万 | 0.14% | 25,922 | -3,192 | -11.0% | -$8.04万 | 减仓 |
| ITA | ISHARES TR | $64.88万 | 0.14% | 2,676 | 2,676 | — | $64.88万 | 新建仓 |
| — | TIDAL TRUST I | $64.18万 | 0.14% | 21,015 | -3,310 | -13.6% | -$10.11万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $63.39万 | 0.14% | 24,167 | 24,167 | — | $63.39万 | 新建仓 |
| COPX | GLOBAL X FDS | $62.24万 | 0.13% | 8,086 | -1,329 | -14.1% | -$10.23万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $59.75万 | 0.13% | 16,812 | 16,812 | — | $59.75万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $59.30万 | 0.13% | 16,633 | -4,412 | -21.0% | -$15.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.66万 | 0.13% | 18,497 | 9,347 | 102.2% | $29.64万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $58.12万 | 0.13% | 17,176 | -1,748 | -9.2% | -$5.92万 | 减仓 |
| IJR | ISHARES TR | $57.63万 | 0.12% | 3,886 | 3,886 | — | $57.63万 | 新建仓 |
| APP | APPLOVIN CORP | $56.52万 | 0.12% | 1,097 | -2,641 | -70.7% | -$136.07万 | 重新持有 |
| EWC | ISHARES INC | $56.41万 | 0.12% | 9,787 | -952 | -8.9% | -$5.49万 | 减仓 |
| USMV | ISHARES TR | $54.68万 | 0.12% | 5,669 | 5,669 | — | $54.68万 | 新建仓 |
| IAU | ISHARES GOLD TR | $54.29万 | 0.12% | 7,190 | 3,692 | 105.5% | $27.88万 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.96万 | 0.12% | 1,810 | -270 | -13.0% | -$8.05万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $53.61万 | 0.12% | 3,747 | 97 | 2.7% | $1.39万 | 加仓 |
| ADI | ANALOG DEVICES INC | $53.18万 | 0.11% | 1,339 | -5,938 | -81.6% | -$235.84万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $51.65万 | 0.11% | 4,254 | -25,205 | -85.6% | -$306.04万 | 减仓 |
| IUSB | ISHARES TR | $51.07万 | 0.11% | 11,065 | 5,951 | 116.4% | $27.46万 | 加仓 |
| — | ELEVATION SERIES TRUST | $48.78万 | 0.11% | 19,419 | -10,046 | -34.1% | -$25.24万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.63万 | 0.10% | 3,328 | 3,328 | — | $48.63万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.62万 | 0.10% | 4,167 | -950 | -18.6% | -$11.08万 | 减仓 |
| SNDK | SANDISK CORP | $48.43万 | 0.10% | 213 | -146 | -40.7% | -$33.20万 | 减仓 |
| SCEP | STERLING CAP FDS | $46.85万 | 0.10% | 18,739 | -6,115 | -24.6% | -$15.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $45.89万 | 0.10% | 2,924 | -305 | -9.4% | -$4.79万 | 减仓 |
| WELL | WELLTOWER INC | $45.63万 | 0.10% | 2,010 | 2,010 | — | $45.63万 | 新建仓 |
| IWS | ISHARES TR | $45.29万 | 0.10% | 2,752 | -266 | -8.8% | -$4.38万 | 减仓 |
| KO | COCA COLA CO | $44.94万 | 0.10% | 5,529 | 5,529 | — | $44.94万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $43.19万 | 0.09% | 16,924 | 16,924 | — | $43.19万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $42.27万 | 0.09% | 1,664 | -428 | -20.5% | -$10.87万 | 减仓 |
| WMT | WALMART INC | $41.54万 | 0.09% | 3,668 | -699 | -16.0% | -$7.92万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $41.52万 | 0.09% | 11,345 | 11,345 | — | $41.52万 | 新建仓 |
| CSCO | CISCO SYS INC | $40.56万 | 0.09% | 3,453 | -697 | -16.8% | -$8.19万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $40.36万 | 0.09% | 3,392 | -144 | -4.1% | -$1.71万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.10万 | 0.09% | 1,346 | 1,346 | — | $40.10万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $39.65万 | 0.09% | 4,115 | 4,115 | — | $39.65万 | 新建仓 |
| SCMC | STERLING CAP FDS | $39.55万 | 0.09% | 15,739 | -2,189 | -12.2% | -$5.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.51万 | 0.08% | 412 | -7 | -1.7% | -$6,543 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.46万 | 0.08% | 19,663 | 4,176 | 27.0% | $8.17万 | 加仓 |
| EWY | ISHARES INC | $38.38万 | 0.08% | 1,901 | -451 | -19.2% | -$9.11万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $37.81万 | 0.08% | 6,152 | 1,320 | 27.3% | $8.11万 | 加仓 |
| RTX | RTX CORPORATION | $36.95万 | 0.08% | 1,947 | -222 | -10.2% | -$4.21万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $36.43万 | 0.08% | 17,838 | -16,155 | -47.5% | -$33.00万 | 减仓 |
| SXI | STANDEX INTL CORP | $35.77万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $34.83万 | 0.08% | 883 | -287 | -24.5% | -$11.32万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $34.00万 | 0.07% | 21,410 | -2,683 | -11.1% | -$4.26万 | 减仓 |
| GE | GE AEROSPACE | $32.59万 | 0.07% | 872 | -2,361 | -73.0% | -$88.23万 | 减仓 |
| HEFA | ISHARES TR | $32.31万 | 0.07% | 6,886 | -727 | -9.5% | -$3.41万 | 减仓 |
| RWR | SPDR SERIES TRUST | $31.02万 | 0.07% | 2,746 | 2,746 | — | $31.02万 | 新建仓 |
| EWJ | ISHARES INC | $30.22万 | 0.07% | 3,240 | -396 | -10.9% | -$3.69万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $30.12万 | 0.06% | 4,954 | 10 | 0.2% | $608 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $29.94万 | 0.06% | 885 | -163 | -15.6% | -$5.51万 | 减仓 |
| MCD | MCDONALDS CORP | $29.91万 | 0.06% | 1,106 | -1 | -0.1% | -$270 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $29.85万 | 0.06% | 1,534 | -464 | -23.2% | -$9.03万 | 减仓 |
| ABBV | ABBVIE INC | $29.69万 | 0.06% | 1,180 | -11 | -0.9% | -$2,768 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $29.10万 | 0.06% | 2,963 | -277 | -8.5% | -$2.72万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $28.90万 | 0.06% | 6,604 | 6,604 | — | $28.90万 | 新建仓 |
| AFL | AFLAC INC | $28.11万 | 0.06% | 2,397 | 2,397 | — | $28.11万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.95万 | 0.06% | 4,683 | 4,683 | — | $27.95万 | 新建仓 |
| SNEX | STONEX GROUP INC | $27.19万 | 0.06% | 2,295 | 2,295 | — | $27.19万 | 新建仓 |
| SMH | VANECK ETF TRUST | $26.88万 | 0.06% | 410 | -134 | -24.6% | -$8.79万 | 减仓 |
| ALL | ALLSTATE CORP | $26.76万 | 0.06% | 1,124 | -232 | -17.1% | -$5.52万 | 减仓 |
| MTUM | ISHARES TR | $25.68万 | 0.06% | 749 | 749 | — | $25.68万 | 新建仓 |
| REET | ISHARES TR | $25.42万 | 0.05% | 9,204 | 9,204 | — | $25.42万 | 新建仓 |