Lionshead Wealth Management, LLC
New York NY · SEC CIK 0002056752
$1.54亿2026Q2 申报市值
112持仓数
38.8%前十大占比 · 第一大 6.4%
10 / 9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
VBK 新建仓+$168.46万
TMO 加仓+$100.01万
ABBV 加仓+$58.43万
SJNK 加仓+$56.15万
VOT 加仓+$40.55万
2026Q2 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$154.44万
TMUS 清仓-$85.21万
HYG 清仓-$55.13万
VGSH 减仓-$48.85万
SGOV 减仓-$31.81万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $23.45万 | 0.15% | 6,489 | 6,489 | — | $23.45万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.68万 | 0.15% | 193 | 193 | — | $22.68万 | 新建仓 |
| AVDS | AMERICAN CENTY ETF TR | $22.46万 | 0.15% | 2,984 | -19 | -0.6% | -$1,430 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.09万 | 0.14% | 433 | 6 | 1.4% | $3,061 | 加仓 |
| — | WEBSTER FINL CORP | $21.92万 | 0.14% | 2,869 | 2,869 | — | $21.92万 | 新建仓 |
| CRM | SALESFORCE INC | $21.57万 | 0.14% | 1,373 | -57 | -4.0% | -$8,955 | 减仓 |
| IJT | ISHARES TR | $21.43万 | 0.14% | 1,200 | 1,200 | — | $21.43万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.68万 | 0.13% | 2,760 | -43 | -1.5% | -$3,221 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.50万 | 0.13% | 606 | 20 | 3.4% | $6,765 | 重新持有 |
| PICK | ISHARES INC | $20.33万 | 0.13% | 3,496 | 3,496 | — | $20.33万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.15万 | 0.13% | 2,221 | 13 | 0.6% | $1,180 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $13.18万 | 0.09% | 15,060 | 325 | 2.2% | $2,844 | 加仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -4,057 | -100.0% | -$85.21万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -6,929 | -100.0% | -$55.13万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -16,292 | -100.0% | -$29.36万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,262 | -100.0% | -$28.53万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,451 | -100.0% | -$24.62万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,434 | -100.0% | -$24.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -502 | -100.0% | -$21.71万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,274 | -100.0% | -$21.12万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,448 | -100.0% | -$20.18万 | 清仓 |