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 |
|---|---|---|---|---|---|---|---|---|
| PDI | PIMCO DYNAMIC INCOME FD | $21.47万 | 0.06% | 12,546 | 12,546 | — | $21.47万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.20万 | 0.06% | 1,468 | 2 | 0.1% | $289 | 加仓 |
| PSX | PHILLIPS 66 | $20.91万 | 0.06% | 1,148 | 1,148 | — | $20.91万 | 新建仓 |
| SMH | VANECK ETF TRUST | $20.86万 | 0.06% | 544 | -651 | -54.5% | -$24.96万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.64万 | 0.06% | 896 | -146 | -14.0% | -$3.36万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $20.24万 | 0.06% | 6,935 | -947 | -12.0% | -$2.76万 | 减仓 |
| — | EUROPEAN WAX CTR INC | $7.97万 | 0.02% | 13,793 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -18,758 | -100.0% | -$212.15万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -7,454 | -100.0% | -$180.65万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -8,261 | -100.0% | -$82.49万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -20,482 | -100.0% | -$57.68万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,380 | -100.0% | -$49.56万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,281 | -100.0% | -$45.35万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,820 | -100.0% | -$43.65万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,417 | -100.0% | -$40.20万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,915 | -100.0% | -$37.33万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -2,475 | -100.0% | -$35.98万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,114 | -100.0% | -$34.37万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -2,048 | -100.0% | -$34.07万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,710 | -100.0% | -$30.31万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -2,875 | -100.0% | -$28.40万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,957 | -100.0% | -$26.64万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,405 | -100.0% | -$25.34万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -370 | -100.0% | -$24.48万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -701 | -100.0% | -$24.06万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,355 | -100.0% | -$23.95万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$22.64万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$22.30万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -470 | -100.0% | -$22.03万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -578 | -100.0% | -$21.67万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -950 | -100.0% | -$21.52万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,020 | -100.0% | -$20.84万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,048 | -100.0% | -$20.44万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -3,183 | -100.0% | -$20.32万 | 清仓 |