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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $25.24万 | 0.05% | 495 | -2 | -0.4% | -$1,020 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $25.06万 | 0.05% | 2,892 | -97 | -3.2% | -$8,405 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.91万 | 0.05% | 3,151 | 33 | 1.1% | $2,608 | 加仓 |
| ILF | ISHARES TR | $24.46万 | 0.05% | 7,247 | 433 | 6.4% | $1.46万 | 加仓 |
| MPC | MARATHON PETE CORP | $24.24万 | 0.05% | 948 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.84万 | 0.05% | 2,584 | -6,176 | -70.5% | -$56.98万 | 减仓 |
| V | VISA INC | $23.24万 | 0.05% | 677 | 677 | — | $23.24万 | 新建仓 |
| MCK | MCKESSON CORP | $22.97万 | 0.05% | 304 | -62 | -16.9% | -$4.68万 | 减仓 |
| — | BELPOINTE PREP LLC | $22.36万 | 0.05% | 4,937 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $22.21万 | 0.05% | 2,495 | -904 | -26.6% | -$8.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.03万 | 0.05% | 218 | -81 | -27.1% | -$8.19万 | 减仓 |
| DE | DEERE & CO | $21.90万 | 0.05% | 345 | 345 | — | $21.90万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $21.51万 | 0.05% | 4,000 | 4,000 | — | $21.51万 | 新建仓 |
| IWB | ISHARES TR | $21.01万 | 0.05% | 513 | -120 | -19.0% | -$4.91万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $20.86万 | 0.04% | 1,423 | -45 | -3.1% | -$6,597 | 减仓 |
| VUG | VANGUARD INDEX FDS | $20.69万 | 0.04% | 2,402 | 1,868 | 349.8% | $16.09万 | 重新持有 |
| AGEM | ABRDN FDS | $20.59万 | 0.04% | 4,170 | -1,626 | -28.1% | -$8.03万 | 减仓 |
| FAST | FASTENAL CO | $20.19万 | 0.04% | 4,204 | -912 | -17.8% | -$4.38万 | 减仓 |
| GLW | CORNING INC | $20.17万 | 0.04% | 790 | -13,300 | -94.4% | -$339.59万 | 减仓 |
| FIX | COMFORT SYS USA INC | $20.03万 | 0.04% | 101 | -204 | -66.9% | -$40.45万 | 重新持有 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.17万 | 0.01% | 11,139 | 11,139 | — | $6.17万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $5.68万 | 0.01% | 10,041 | 10,041 | — | $5.68万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -187,385 | -100.0% | -$632.99万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -234,110 | -100.0% | -$622.26万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -91,077 | -100.0% | -$312.86万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -75,360 | -100.0% | -$215.15万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -52,815 | -100.0% | -$201.28万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -47,946 | -100.0% | -$184.45万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -53,948 | -100.0% | -$170.41万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -39,334 | -100.0% | -$114.07万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -8,032 | -100.0% | -$101.48万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -26,244 | -100.0% | -$96.48万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -14,140 | -100.0% | -$88.91万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -20,996 | -100.0% | -$85.33万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -19,460 | -100.0% | -$79.98万 | 清仓 |
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -19,717 | -100.0% | -$76.53万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -14,898 | -100.0% | -$57.85万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -7,137 | -100.0% | -$51.71万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -1,544 | -100.0% | -$49.68万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -23,762 | -100.0% | -$47.64万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -2,367 | -100.0% | -$44.16万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -21,849 | -100.0% | -$40.70万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -20,455 | -100.0% | -$38.39万 | 清仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -12,201 | -100.0% | -$34.16万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -4,603 | -100.0% | -$33.50万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -4,527 | -100.0% | -$31.92万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -4,357 | -100.0% | -$31.88万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -14,682 | -100.0% | -$31.05万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -520 | -100.0% | -$29.75万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -7,509 | -100.0% | -$29.65万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,134 | -100.0% | -$28.54万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,293 | -100.0% | -$28.41万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,518 | -100.0% | -$27.59万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -3,172 | -100.0% | -$27.33万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,480 | -100.0% | -$25.11万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,723 | -100.0% | -$24.93万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -5,845 | -100.0% | -$22.93万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,429 | -100.0% | -$22.19万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -22,079 | -100.0% | -$22.14万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -12,546 | -100.0% | -$21.47万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,148 | -100.0% | -$20.91万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,935 | -100.0% | -$20.24万 | 清仓 |
| — | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | -13,793 | -100.0% | -$7.97万 | 清仓 |