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 |
|---|---|---|---|---|---|---|---|---|
| BILZ | PIMCO ETF TR | $1,540.44万 | 4.51% | 152,564 | 134,147 | 728.4% | $1,354.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,326.55万 | 3.88% | 76,064 | 10,448 | 15.9% | $182.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $813.72万 | 2.38% | 13,618 | 219 | 1.6% | $13.09万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $794.07万 | 2.33% | 116,296 | -9,243 | -7.4% | -$63.11万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $632.99万 | 1.85% | 187,385 | -15,502 | -7.6% | -$52.37万 | 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 | $622.26万 | 1.82% | 234,110 | -14,509 | -5.8% | -$38.56万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $614.02万 | 1.80% | 108,330 | -551 | -0.5% | -$3.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $609.83万 | 1.79% | 208,773 | -5,058 | -2.4% | -$14.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $587.88万 | 1.72% | 12,268 | 604 | 5.2% | $28.94万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $543.69万 | 1.59% | 99,358 | -4,599 | -4.4% | -$25.17万 | 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 |
| — | FIRST TR EXCHNG TRADED FD VI | $527.78万 | 1.55% | 156,939 | -2,037 | -1.3% | -$6.85万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $497.32万 | 1.46% | 116,934 | -6,089 | -4.9% | -$25.90万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $496.38万 | 1.45% | 25,864 | 6,462 | 33.3% | $124.02万 | 加仓 |
| SCNM | STERLING CAP FDS | $475.64万 | 1.39% | 191,330 | 191,330 | — | $475.64万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $469.29万 | 1.37% | 8,131 | -2,389 | -22.7% | -$137.88万 | 减仓 |
| GLD | SPDR GOLD TR | $463.15万 | 1.36% | 10,764 | 57 | 0.5% | $2.45万 | 加仓 |
| AMLP | ALPS ETF TR | $429.50万 | 1.26% | 81,592 | -3,973 | -4.6% | -$20.91万 | 减仓 |
| AAPL | APPLE INC | $415.58万 | 1.22% | 16,375 | 2,724 | 20.0% | $69.13万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $405.17万 | 1.19% | 68,038 | 5,012 | 8.0% | $29.85万 | 加仓 |
| IVV | ISHARES TR | $400.88万 | 1.17% | 6,137 | 2,419 | 65.1% | $158.01万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $386.85万 | 1.13% | 122,965 | -13,376 | -9.8% | -$42.08万 | 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 |
| — | AIM ETF PRODUCTS TRUST | $369.12万 | 1.08% | 103,830 | -13,751 | -11.7% | -$48.88万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $358.02万 | 1.05% | 112,125 | -11,786 | -9.5% | -$37.63万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $354.49万 | 1.04% | 39,965 | 1,516 | 3.9% | $13.45万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $340.89万 | 1.00% | 139,768 | -84,014 | -37.5% | -$204.91万 | 减仓 |
| DIV | GLOBAL X FDS | $334.95万 | 0.98% | 177,222 | -13,410 | -7.0% | -$25.34万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $317.70万 | 0.93% | 57,394 | -8,169 | -12.5% | -$45.22万 | 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 |
| — | AIM ETF PRODUCTS TRUST | $312.86万 | 0.92% | 91,077 | -11,723 | -11.4% | -$40.27万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $312.73万 | 0.92% | 108,398 | 11,540 | 11.9% | $33.29万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $310.49万 | 0.91% | 43,359 | -24,881 | -36.5% | -$178.17万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $307.13万 | 0.90% | 122,673 | -7,800 | -6.0% | -$19.53万 | 减仓 |
| — | TIDAL TRUST I | $299.52万 | 0.88% | 112,266 | -75,970 | -40.4% | -$202.69万 | 减仓 |
| — | TIDAL TRUST I | $295.15万 | 0.86% | 143,077 | -59,418 | -29.3% | -$122.57万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $295.09万 | 0.86% | 29,459 | 8,374 | 39.7% | $83.88万 | 加仓 |
| NLR | VANECK ETF TRUST | $287.79万 | 0.84% | 21,607 | 1,966 | 10.0% | $26.19万 | 加仓 |
| GDX | VANECK ETF TRUST | $251.47万 | 0.74% | 27,402 | -7,368 | -21.2% | -$67.62万 | 减仓 |
| LLY | ELI LILLY & CO | $246.86万 | 0.72% | 2,684 | 1,869 | 229.3% | $171.90万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $244.53万 | 0.72% | 34,755 | 5,285 | 17.9% | $37.18万 | 加仓 |
| — | TIDAL TRUST II | $243.51万 | 0.71% | 139,556 | -434,585 | -75.7% | -$758.31万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $240.29万 | 0.70% | 31,394 | 2,208 | 7.6% | $16.90万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $238.56万 | 0.70% | 50,360 | -5,704 | -10.2% | -$27.02万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $237.00万 | 0.69% | 57,678 | -6,387 | -10.0% | -$26.24万 | 减仓 |
| MUB | ISHARES TR | $235.21万 | 0.69% | 22,159 | 1,231 | 5.9% | $13.07万 | 加仓 |
| ADI | ANALOG DEVICES INC | $231.51万 | 0.68% | 7,277 | 6,247 | 606.5% | $198.74万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $225.31万 | 0.66% | 6,669 | -4,740 | -41.5% | -$160.14万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $221.29万 | 0.65% | 37,487 | 929 | 2.5% | $5.48万 | 加仓 |
| URA | GLOBAL X FDS | $215.92万 | 0.63% | 44,584 | 3,179 | 7.7% | $15.40万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $215.15万 | 0.63% | 75,360 | -3,951 | -5.0% | -$11.28万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $214.86万 | 0.63% | 8,574 | 4,770 | 125.4% | $119.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $212.41万 | 0.62% | 36,285 | -12,282 | -25.3% | -$71.90万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $203.12万 | 0.59% | 86,417 | 86,417 | — | $203.12万 | 新建仓 |
| VMI | VALMONT INDS INC | $201.80万 | 0.59% | 5,050 | -296 | -5.5% | -$11.83万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $201.28万 | 0.59% | 52,815 | 4,164 | 8.6% | $15.87万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $201.10万 | 0.59% | 44,344 | 44,344 | — | $201.10万 | 新建仓 |
| — | FLEXSHARES TR | $200.25万 | 0.59% | 48,037 | 48,037 | — | $200.25万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $198.06万 | 0.58% | 61,018 | -6,514 | -9.6% | -$21.14万 | 减仓 |
| — | ELEVATION SERIES TRUST | $193.46万 | 0.57% | 47,636 | -3,786 | -7.4% | -$15.38万 | 减仓 |
| GLW | CORNING INC | $191.58万 | 0.56% | 14,090 | 6,638 | 89.1% | $90.25万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $189.70万 | 0.56% | 56,425 | 4,433 | 8.5% | $14.90万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $187.13万 | 0.55% | 41,672 | 3,518 | 9.2% | $15.80万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $185.16万 | 0.54% | 60,480 | 4,896 | 8.8% | $14.99万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $184.53万 | 0.54% | 38,702 | 3,119 | 8.8% | $14.87万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $184.45万 | 0.54% | 47,946 | 5,704 | 13.5% | $21.94万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $183.78万 | 0.54% | 6,794 | 6,794 | — | $183.78万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $170.41万 | 0.50% | 53,948 | 6,180 | 12.9% | $19.52万 | 加仓 |
| GOOGL | ALPHABET INC | $166.87万 | 0.49% | 5,803 | -1,034 | -15.1% | -$29.73万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $163.08万 | 0.48% | 61,986 | -7,076 | -10.2% | -$18.62万 | 减仓 |
| IEMG | ISHARES INC | $156.29万 | 0.46% | 22,407 | 9,258 | 70.4% | $64.57万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $154.17万 | 0.45% | 73,838 | 15,805 | 27.2% | $33.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $151.24万 | 0.44% | 4,086 | 51 | 1.3% | $1.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.42% | 2 | 2 | — | $143.63万 | 新建仓 |
| IWY | ISHARES TR | $143.28万 | 0.42% | 5,758 | 648 | 12.7% | $16.12万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $141.68万 | 0.41% | 35,629 | 3,481 | 10.8% | $13.84万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $140.92万 | 0.41% | 30,150 | 2,739 | 10.0% | $12.80万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $140.60万 | 0.41% | 32,375 | 3,025 | 10.3% | $13.14万 | 加仓 |
| EFV | ISHARES TR | $135.66万 | 0.40% | 18,247 | 6,358 | 53.5% | $47.27万 | 加仓 |
| LMUB | ISHARES TR | $135.36万 | 0.40% | 27,110 | 27,110 | — | $135.36万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $134.21万 | 0.39% | 23,068 | 13,735 | 147.2% | $79.91万 | 加仓 |
| AMZN | AMAZON COM INC | $133.52万 | 0.39% | 6,411 | -2,630 | -29.1% | -$54.78万 | 减仓 |
| BIL | SPDR SERIES TRUST | $131.87万 | 0.39% | 14,389 | 14,389 | — | $131.87万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $131.56万 | 0.39% | 1,872 | 670 | 55.7% | $47.08万 | 加仓 |
| — | TIDAL TRUST II | $120.43万 | 0.35% | 92,996 | 29,655 | 46.8% | $38.40万 | 加仓 |
| IVW | ISHARES TR | $118.34万 | 0.35% | 10,462 | 5,121 | 95.9% | $57.93万 | 加仓 |
| TSLA | TESLA INC | $118.14万 | 0.35% | 3,178 | -377 | -10.6% | -$14.01万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $114.91万 | 0.34% | 23,070 | 3,046 | 15.2% | $15.17万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $114.07万 | 0.33% | 39,334 | -4,879 | -11.0% | -$14.15万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $110.19万 | 0.32% | 22,021 | 22,021 | — | $110.19万 | 新建仓 |
| EFG | ISHARES TR | $109.74万 | 0.32% | 9,853 | 3,734 | 61.0% | $41.59万 | 加仓 |
| GOOG | ALPHABET INC | $107.77万 | 0.32% | 3,757 | -1,327 | -26.1% | -$38.06万 | 减仓 |
| — | ELEVATION SERIES TRUST | $106.54万 | 0.31% | 44,145 | -88,571 | -66.7% | -$213.75万 | 减仓 |
| TIP | ISHARES TR | $105.22万 | 0.31% | 9,534 | 9,534 | — | $105.22万 | 新建仓 |
| APH | AMPHENOL CORP | $101.48万 | 0.30% | 8,032 | -6,484 | -44.7% | -$81.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.28万 | 0.30% | 4,178 | -148 | -3.4% | -$3.59万 | 减仓 |
| — | ELEVATION SERIES TRUST | $96.48万 | 0.28% | 26,244 | -735 | -2.7% | -$2.70万 | 减仓 |
| GE | GE AEROSPACE | $91.76万 | 0.27% | 3,233 | 2,065 | 176.8% | $58.61万 | 加仓 |
| CVNA | CARVANA CO | $88.91万 | 0.26% | 2,828 | 2,080 | 278.1% | $65.39万 | 加仓 |