Apex Wealth Management, LLC
BEDFORD NH · SEC CIK 0002056695
$1.64亿2026Q2 申报市值
63持仓数
49.8%前十大占比 · 第一大 6.6%
5 / 1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
MTUM 新建仓+$171.66万
VTI 加仓+$93.36万
VTEB 加仓+$54.57万
SPCX 新建仓+$31.39万
SCHF 加仓+$30.96万
2026Q2 卖出最多 按季末市值估算
URA 清仓-$102.78万
MU 减仓-$54.96万
SHV 减仓-$32.32万
BND 减仓-$24.66万
BSV 减仓-$23.97万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,080.75万 | 6.60% | 14,431 | 277 | 2.0% | $20.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,080.46万 | 6.60% | 319,285 | 159 | 0.0% | $5,381 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,020.14万 | 6.23% | 27,568 | 2,523 | 10.1% | $93.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $991.49万 | 6.06% | 115,103 | 1,091 | 1.0% | $9.40万 | 加仓 |
| SHV | ISHARES TR | $854.79万 | 5.22% | 77,462 | -2,929 | -3.6% | -$32.32万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $730.69万 | 4.46% | 143,272 | 1,558 | 1.1% | $7.95万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $675.84万 | 4.13% | 92,063 | -3,359 | -3.5% | -$24.66万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $589.28万 | 3.60% | 169,285 | 5,389 | 3.3% | $18.76万 | 加仓 |
| AGG | ISHARES TR | $589.07万 | 3.60% | 59,514 | -944 | -1.6% | -$9.34万 | 减仓 |
| SUB | ISHARES TR | $547.73万 | 3.35% | 51,444 | 1,341 | 2.7% | $14.28万 | 加仓 |
| ILCV | ISHARES TR | $520.29万 | 3.18% | 51,391 | 196 | 0.4% | $1.98万 | 加仓 |
| TSLA | TESLA INC | $514.70万 | 3.14% | 12,237 | -156 | -1.3% | -$6.56万 | 减仓 |
| AMZN | AMAZON COM INC | $496.82万 | 3.03% | 20,845 | -21 | -0.1% | -$5,005 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $469.65万 | 2.87% | 60,281 | -3,076 | -4.9% | -$23.97万 | 减仓 |
| VLUE | ISHARES TR | $432.26万 | 2.64% | 21,633 | 133 | 0.6% | $2.66万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $374.72万 | 2.29% | 135,278 | 11,178 | 9.0% | $30.96万 | 加仓 |
| AAPL | APPLE INC | $356.39万 | 2.18% | 12,316 | -5 | -0.0% | -$1,447 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $331.61万 | 2.03% | 93,411 | -943 | -1.0% | -$3.35万 | 减仓 |
| MUB | ISHARES TR | $282.94万 | 1.73% | 26,290 | 297 | 1.1% | $3.20万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $242.68万 | 1.48% | 34,873 | 153 | 0.4% | $1.06万 | 加仓 |
| HDV | ISHARES TR | $237.77万 | 1.45% | 86,747 | 577 | 0.7% | $1.58万 | 加仓 |
| SMH | VANECK ETF TRUST | $234.47万 | 1.43% | 3,575 | -94 | -2.6% | -$6.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $233.22万 | 1.42% | 2,020 | -476 | -19.1% | -$54.96万 | 减仓 |
| IJH | ISHARES TR | $229.87万 | 1.40% | 29,810 | 751 | 2.6% | $5.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $213.12万 | 1.30% | 5,714 | 25 | 0.4% | $9,325 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $211.24万 | 1.29% | 46,438 | 2,528 | 5.8% | $11.50万 | 加仓 |
| — | PIMCO ETF TR | $204.88万 | 1.25% | 39,158 | 487 | 1.3% | $2.55万 | 加仓 |
| WMT | WALMART INC | $189.99万 | 1.16% | 16,775 | 9 | 0.1% | $1,019 | 加仓 |
| MTUM | ISHARES TR | $171.66万 | 1.05% | 5,007 | 5,007 | — | $171.66万 | 新建仓 |
| IVE | ISHARES TR | $156.71万 | 0.96% | 6,902 | -697 | -9.2% | -$15.83万 | 减仓 |
| GOOGL | ALPHABET INC | $149.82万 | 0.92% | 4,192 | 2 | 0.0% | $715 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $138.99万 | 0.85% | 9,795 | -55 | -0.6% | -$7,804 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $134.89万 | 0.82% | 25,773 | -90 | -0.3% | -$4,711 | 减仓 |
| EEM | ISHARES TR | $127.98万 | 0.78% | 18,708 | 143 | 0.8% | $9,783 | 加仓 |
| IGSB | ISHARES TR | $123.25万 | 0.75% | 23,516 | 269 | 1.2% | $1.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $104.74万 | 0.64% | 13,000 | 124 | 1.0% | $9,991 | 加仓 |
| OEF | ISHARES TR | $99.04万 | 0.60% | 2,707 | 56 | 2.1% | $2.05万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $95.97万 | 0.59% | 18,943 | -389 | -2.0% | -$1.97万 | 减仓 |
| META | META PLATFORMS INC | $92.57万 | 0.57% | 1,643 | -80 | -4.6% | -$4.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.28万 | 0.56% | 4,562 | 100 | 2.2% | $2.00万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $84.97万 | 0.52% | 16,799 | 10,789 | 179.5% | $54.57万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $76.73万 | 0.47% | 26,495 | -57 | -0.2% | -$1,651 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $72.09万 | 0.44% | 6,516 | 53 | 0.8% | $5,864 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $71.23万 | 0.44% | 9,510 | 37 | 0.4% | $2,771 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $68.50万 | 0.42% | 6,025 | 70 | 1.2% | $7,959 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.40万 | 0.31% | 1,076 | 46 | 4.5% | $2.20万 | 加仓 |
| GOOG | ALPHABET INC | $49.35万 | 0.30% | 1,397 | 1 | 0.1% | $353 | 加仓 |
| STIP | ISHARES TR | $45.75万 | 0.28% | 4,478 | -89 | -1.9% | -$9,092 | 减仓 |
| IAGG | ISHARES TR | $45.56万 | 0.28% | 9,004 | -20 | -0.2% | -$1,012 | 减仓 |
| QUAL | ISHARES TR | $41.21万 | 0.25% | 1,878 | 16 | 0.9% | $3,511 | 加仓 |
| GLD | SPDR GOLD TR | $41.15万 | 0.25% | 1,117 | 9 | 0.8% | $3,315 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $38.08万 | 0.23% | 7,171 | -2,773 | -27.9% | -$14.73万 | 减仓 |
| USMV | ISHARES TR | $35.92万 | 0.22% | 3,724 | -298 | -7.4% | -$2.87万 | 减仓 |
| V | VISA INC | $32.42万 | 0.20% | 945 | 2 | 0.2% | $686 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.39万 | 0.19% | 1,837 | 1,837 | — | $31.39万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $28.20万 | 0.17% | 3,650 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $27.34万 | 0.17% | 5,924 | 26 | 0.4% | $1,200 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $22.24万 | 0.14% | 5,084 | 10 | 0.2% | $438 | 重新持有 |
| IVW | ISHARES TR | $22.07万 | 0.13% | 1,605 | 1,605 | — | $22.07万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $21.21万 | 0.13% | 2,414 | 2,414 | — | $21.21万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.08万 | 0.12% | 791 | 791 | — | $20.08万 | 新建仓 |
| AOR | ISHARES TR | $20.06万 | 0.12% | 2,887 | -736 | -20.3% | -$5.11万 | 重新持有 |
| — | DEFI TECHNOLOGIES INC | $5,167 | 0.00% | 10,048 | -13,848 | -58.0% | -$7,121 | 减仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -21,223 | -100.0% | -$102.78万 | 清仓 |