Wright Wealth LLC
ATLANTA GA · SEC CIK 0002046147
$1.49亿2026Q1 申报市值
51持仓数
65.3%前十大占比 · 第一大 12.0%
3 / 13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
RSSB 加仓+$118.92万
NLY 加仓+$114.72万
SPYM 加仓+$65.44万
VGSH 加仓+$54.19万
DGRO 加仓+$46.75万
2026Q1 卖出最多 按季末市值估算
CCJ 清仓-$420.95万
MSFT 减仓-$87.66万
T 减仓-$77.39万
TSLA 清仓-$74.29万
AMZN 减仓-$65.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $1,787.61万 | 11.96% | 305,366 | 9,257 | 3.1% | $54.19万 | 加仓 |
| RSSB | TIDAL TRUST II | $1,616.63万 | 10.82% | 594,133 | 43,706 | 7.9% | $118.92万 | 加仓 |
| AAPL | APPLE INC | $1,029.29万 | 6.89% | 40,557 | -1,275 | -3.0% | -$32.36万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $899.02万 | 6.01% | 120,142 | 1,624 | 1.4% | $12.15万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $866.68万 | 5.80% | 173,510 | 7,890 | 4.8% | $39.41万 | 加仓 |
| DGRO | ISHARES TR | $814.96万 | 5.45% | 116,124 | 6,661 | 6.1% | $46.75万 | 加仓 |
| GCC | WISDOMTREE TR | $723.30万 | 4.84% | 302,130 | 11,065 | 3.8% | $26.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $694.94万 | 4.65% | 108,449 | 5,969 | 5.8% | $38.25万 | 加仓 |
| FRDM | EA SERIES TRUST | $672.80万 | 4.50% | 123,110 | -3,575 | -2.8% | -$19.54万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $650.34万 | 4.35% | 58,870 | 1,766 | 3.1% | $19.51万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $607.11万 | 4.06% | 287,049 | 54,240 | 23.3% | $114.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $548.77万 | 3.67% | 9,184 | -156 | -1.7% | -$9.32万 | 减仓 |
| IEFA | ISHARES TR | $495.58万 | 3.32% | 54,742 | 569 | 1.1% | $5.15万 | 加仓 |
| — | TIDAL TRUST II | $431.85万 | 2.89% | 194,149 | 10,823 | 5.9% | $24.07万 | 加仓 |
| RSST | TIDAL TRUST II | $404.58万 | 2.71% | 143,062 | 1,342 | 0.9% | $3.80万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $324.94万 | 2.17% | 42,453 | 8,550 | 25.2% | $65.44万 | 加仓 |
| — | TIDAL TRUST II | $256.70万 | 1.72% | 136,183 | -444 | -0.3% | -$8,369 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $210.48万 | 1.41% | 39,849 | 8,548 | 27.3% | $45.15万 | 加仓 |
| GOOG | ALPHABET INC | $206.79万 | 1.38% | 7,209 | -1,082 | -13.1% | -$31.04万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $175.99万 | 1.18% | 44,805 | 2,240 | 5.3% | $8.80万 | 加仓 |
| GOOGL | ALPHABET INC | $157.12万 | 1.05% | 5,464 | -136 | -2.4% | -$3.91万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $146.41万 | 0.98% | 194,179 | 21,194 | 12.3% | $15.98万 | 加仓 |
| — | EXXON MOBIL CORP | $110.80万 | 0.74% | 6,530 | -289 | -4.2% | -$4.90万 | 减仓 |
| SUB | ISHARES TR | $93.36万 | 0.62% | 8,766 | 284 | 3.3% | $3.02万 | 加仓 |
| NTSX | WISDOMTREE TR | $93.08万 | 0.62% | 17,849 | -5,518 | -23.6% | -$28.78万 | 减仓 |
| EMXC | ISHARES INC | $89.29万 | 0.60% | 11,351 | -5,625 | -33.1% | -$44.25万 | 减仓 |
| DNN | DENISON MINES CORP | $70.44万 | 0.47% | 199,533 | -667 | -0.3% | -$2,355 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.83万 | 0.43% | 2,968 | 492 | 19.9% | $10.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.80万 | 0.39% | 16,497 | 1,369 | 9.0% | $4.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $53.04万 | 0.35% | 1,803 | -40 | -2.2% | -$1.18万 | 减仓 |
| EFV | ISHARES TR | $48.40万 | 0.32% | 6,510 | 359 | 5.8% | $2.67万 | 加仓 |
| WMT | WALMART INC | $46.65万 | 0.31% | 3,754 | -558 | -12.9% | -$6.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $41.09万 | 0.27% | 1,110 | -2,368 | -68.1% | -$87.66万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $34.60万 | 0.23% | 4,757 | 100 | 2.1% | $7,274 | 加仓 |
| RIO | RIO TINTO PLC | $34.53万 | 0.23% | 3,701 | -50 | -1.3% | -$4,665 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.45万 | 0.23% | 4,811 | -5,295 | -52.4% | -$37.92万 | 减仓 |
| T | AT&T INC | $32.55万 | 0.22% | 11,229 | -26,696 | -70.4% | -$77.39万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.98万 | 0.21% | 6,171 | 6,171 | — | $30.98万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.39万 | 0.18% | 1,300 | -22 | -1.7% | -$4,466 | 减仓 |
| WELL | WELLTOWER INC | $25.17万 | 0.17% | 1,273 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.41万 | 0.16% | 6,450 | -352 | -5.2% | -$1.33万 | 减仓 |
| NTR | NUTRIEN LTD | $24.27万 | 0.16% | 3,216 | 3,216 | — | $24.27万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.83万 | 0.16% | 1,820 | -191 | -9.5% | -$2.50万 | 减仓 |
| LRGF | ISHARES TR | $23.65万 | 0.16% | 3,583 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.80万 | 0.15% | 940 | -23 | -2.4% | -$5,578 | 减仓 |
| NVDA | NVIDIA CORPORATION | $22.56万 | 0.15% | 1,294 | -2,189 | -62.8% | -$38.17万 | 减仓 |
| AMZN | AMAZON COM INC | $21.80万 | 0.15% | 1,047 | -3,138 | -75.0% | -$65.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.23万 | 0.14% | 251 | 251 | — | $21.23万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.21万 | 0.14% | 1,283 | -240 | -15.8% | -$3.97万 | 减仓 |
| IWF | ISHARES TR | $21.13万 | 0.14% | 496 | -309 | -38.4% | -$13.17万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $12.24万 | 0.08% | 10,555 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -46,011 | -100.0% | -$420.95万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,652 | -100.0% | -$74.29万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -4,721 | -100.0% | -$41.17万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,575 | -100.0% | -$39.56万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -638 | -100.0% | -$33.34万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -810 | -100.0% | -$27.16万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,160 | -100.0% | -$22.62万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,340 | -100.0% | -$22.48万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -567 | -100.0% | -$20.97万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -2,937 | -100.0% | -$20.53万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -588 | -100.0% | -$20.24万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -11,905 | -100.0% | -$13.85万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -10,541 | -100.0% | -$13.83万 | 清仓 |