13F 机构持仓

Wright Wealth LLC

ATLANTA GA · SEC CIK 0002046147

2026Q22026Q1 更早 9 个季度 🔒
$1.67亿2026Q2 申报市值
54持仓数
65.2%前十大占比 · 第一大 11.4%
3 / 0新建仓 / 清仓
申报市值走势$1.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RSSB 11.4%
VGSH 11.2%
AAPL 7.0%
AVIV 5.8%
DGRO 5.7%
VTIP 5.5%
FRDM 4.9%
VEA 4.9%
AVUV 4.5%
GCC 4.3%

2026Q2 买入最多 按季末市值估算

VGSH 加仓+$89.79万
DGRO 加仓+$71.95万
RSSB 加仓+$65.44万
VOO 加仓+$61.81万
VTIP 加仓+$41.93万

2026Q2 卖出最多 按季末市值估算

FRDM 减仓-$76.83万
EMXC 减仓-$20.59万
TIDAL TRUST II 减仓-$9.66万
WMT 减仓-$7.60万
SIVR 减仓-$5.54万

2026Q2 持仓明细 点表头排序

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
NXE NEXGEN ENERGY LTD $9.91万0.06%10,555 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $20.17万0.12%1,300 00.0% — 不变
NTR NUTRIEN LTD $20.24万0.12%3,216 00.0% — 不变
IWF ISHARES TR $20.26万0.12%1,632 -352-17.7% -$4.37万 减仓
RKLB ROCKET LAB CORP $20.33万0.12%2,000 2,000— $20.33万 新建仓
SIVR ABRDN SILVER ETF TRUST $21.51万0.13%3,826 -985-20.5% -$5.54万 减仓
T AT&T INC $23.02万0.14%11,120 -109-1.0% -$2,256 减仓
DUK DUKE ENERGY CORP NEW $23.13万0.14%1,827 70.4% $886 加仓
GS GOLDMAN SACHS GROUP INC $23.16万0.14%229 -22-8.8% -$2.23万 减仓
PM PHILIP MORRIS INTL INC $23.21万0.14%1,283 00.0% — 不变
LRGF ISHARES TR $23.69万0.14%3,133 -450-12.6% -$3.40万 减仓
EPD ENTERPRISE PRODS PARTNERS L $23.71万0.14%6,450 00.0% — 不变
AMZN AMAZON COM INC $24.94万0.15%1,047 00.0% — 不变
SHY ISHARES TR $25.39万0.15%3,092 3,092— $25.39万 新建仓
VZ VERIZON COMMUNICATIONS INC $26.31万0.16%6,215 440.7% $1,863 加仓
IBM INTERNATIONAL BUSINESS MACHS $26.90万0.16%956 161.7% $4,501 加仓
WELL WELLTOWER INC $28.89万0.17%1,273 00.0% — 不变
GLW CORNING INC $29.58万0.18%1,158 1,158— $29.58万 新建仓
NVDA NVIDIA CORPORATION $29.63万0.18%1,481 18714.5% $3.74万 加仓
WMT WALMART INC $34.92万0.21%3,083 -671-17.9% -$7.60万 减仓
RIO RIO TINTO PLC $35.13万0.21%3,701 00.0% — 不变
BHP BHP BILLITON LIMITED $39.63万0.24%4,757 00.0% — 不变
MSFT MICROSOFT CORP $40.21万0.24%1,078 -32-2.9% -$1.19万 减仓
EFV ISHARES TR $48.72万0.29%6,365 -145-2.2% -$1.11万 减仓
JPM JPMORGAN CHASE & CO $58.95万0.35%1,801 -2-0.1% -$655 减仓
DNN DENISON MINES CORP $61.06万0.37%199,533 00.0% — 不变
— DIMENSIONAL ETF TRUST $64.51万0.39%16,630 1330.8% $5,159 加仓
VIG VANGUARD SPECIALIZED FUNDS $73.97万0.44%3,126 1585.3% $3.74万 加仓
— EXXON MOBIL CORP $88.64万0.53%6,483 -47-0.7% -$6,426 减仓
EMXC ISHARES INC $95.53万0.57%9,338 -2,013-17.7% -$20.59万 减仓
SUB ISHARES TR $103.91万0.62%9,760 99411.3% $10.58万 加仓
NTSX WISDOMTREE TR $104.62万0.63%17,718 -131-0.7% -$7,736 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $165.55万0.99%210,089 15,9108.2% $12.54万 加仓
UTG REAVES UTIL INCOME FD $182.45万1.10%44,805 00.0% — 不变
GOOGL ALPHABET INC $194.58万1.17%5,445 -19-0.3% -$6,790 减仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $199.57万1.20%39,834 -15-0.0% -$751 减仓
GOOG ALPHABET INC $254.28万1.53%7,197 -12-0.2% -$4,240 减仓
— TIDAL TRUST II $269.53万1.62%141,559 5,3763.9% $10.24万 加仓
SPYM SPDR SERIES TRUST $381.14万2.29%43,370 9172.2% $8.06万 加仓
RSST TIDAL TRUST II $464.71万2.79%142,155 -907-0.6% -$2.96万 减仓
— TIDAL TRUST II $485.92万2.92%190,364 -3,785-1.9% -$9.66万 减仓
IEFA ISHARES TR $532.48万3.20%55,133 3910.7% $3.78万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $681.42万4.09%304,749 17,7006.2% $39.58万 加仓
VOO VANGUARD INDEX FDS $692.60万4.16%10,084 9009.8% $61.81万 加仓
GCC WISDOMTREE TR $714.32万4.29%315,373 13,2434.4% $30.00万 加仓
AVUV AMERICAN CENTY ETF TR $742.38万4.46%59,505 6351.1% $7.92万 加仓
VEA VANGUARD TAX-MANAGED FDS $813.39万4.88%114,160 5,7115.3% $40.69万 加仓
FRDM EA SERIES TRUST $820.64万4.93%112,571 -10,539-8.6% -$76.83万 减仓
VTIP VANGUARD MALVERN FDS $913.47万5.49%181,857 8,3474.8% $41.93万 加仓
DGRO ISHARES TR $952.06万5.72%125,618 9,4948.2% $71.95万 加仓
AVIV AMERICAN CENTY ETF TR $967.50万5.81%124,968 4,8264.0% $37.36万 加仓
AAPL APPLE INC $1,170.61万7.03%40,455 -102-0.3% -$2.95万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,867.02万11.21%320,794 15,4285.1% $89.79万 加仓
RSSB TIDAL TRUST II $1,893.00万11.37%615,409 21,2763.6% $65.44万 加仓