Total Wealth Planning & Management, Inc.
Ponte Vedra Beach FL · SEC CIK 0002058383
$1.35亿2026Q1 申报市值
201持仓数
19.9%前十大占比 · 第一大 3.2%
31 / 33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
LNG 加仓+$250.56万
FDS 加仓+$187.65万
NFLX 新建仓+$141.36万
STM 新建仓+$137.63万
INGR 新建仓+$125.45万
2026Q1 卖出最多 按季末市值估算
EXE 清仓-$378.48万
SPY 减仓-$258.26万
HAL 清仓-$212.46万
MU 减仓-$209.29万
LMT 减仓-$173.74万
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 |
|---|---|---|---|---|---|---|---|---|
| — | GOLDMINING INC | $1.26万 | 0.01% | 10,600 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -34,295 | -100.0% | -$378.48万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -75,181 | -100.0% | -$212.46万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -10,563 | -100.0% | -$65.98万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -4,145 | -100.0% | -$56.26万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -9,450 | -100.0% | -$55.17万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6,634 | -100.0% | -$50.36万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -27,163 | -100.0% | -$47.02万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | -11,700 | -100.0% | -$40.63万 | 清仓 |
| BP | BP PLC 看跌期权 | $0 | 0.00% | 0 | -11,300 | -100.0% | -$39.24万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVX | CHEVRON CORP NEW 看跌期权 | $0 | 0.00% | 0 | -2,300 | -100.0% | -$35.05万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -13,744 | -100.0% | -$33.33万 | 清仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $0 | 0.00% | 0 | -35,543 | -100.0% | -$32.45万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | -13,227 | -100.0% | -$30.21万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,223 | -100.0% | -$28.89万 | 清仓 |
| KHC | KRAFT HEINZ CO 看跌期权 | $0 | 0.00% | 0 | -11,900 | -100.0% | -$28.86万 | 清仓 |
| EMN | EASTMAN CHEM CO 看跌期权 | $0 | 0.00% | 0 | -4,500 | -100.0% | -$28.72万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -4,500 | -100.0% | -$28.72万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$27.90万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$27.90万 | 清仓 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -1,740 | -100.0% | -$26.99万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -6,337 | -100.0% | -$24.37万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -849 | -100.0% | -$22.49万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,364 | -100.0% | -$20.95万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -2,716 | -100.0% | -$20.89万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -944 | -100.0% | -$20.75万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -236 | -100.0% | -$20.35万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,620 | -100.0% | -$20.30万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,040 | -100.0% | -$20.27万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -10,402 | -100.0% | -$14.02万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -8,600 | -100.0% | -$8.08万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP 看涨期权 | $0 | 0.00% | 0 | -5,300 | -100.0% | -$6.84万 | 清仓 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -11,300 | -100.0% | -$4.98万 | 清仓 |
| — | BRAZIL POTASH CORP | $0 | 0.00% | 0 | -13,000 | -100.0% | -$2.46万 | 清仓 |