Innovative Wealth Building LLC
California MD · SEC CIK 0002062596
$1.42亿2026Q1 申报市值
70持仓数
69.5%前十大占比 · 第一大 36.5%
10 / 0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
VOO 加仓+$337.38万
IVV 加仓+$107.45万
VTI 加仓+$57.20万
VGT 加仓+$57.07万
BND 新建仓+$42.73万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$29.15万
SCHO 减仓-$22.76万
GSLC 减仓-$15.78万
SPYD 减仓-$9.83万
JEPQ 减仓-$9.71万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,183.08万 | 36.46% | 86,739 | 5,646 | 7.0% | $337.38万 | 加仓 |
| IVV | ISHARES TR | $809.40万 | 5.69% | 12,391 | 1,645 | 15.3% | $107.45万 | 加仓 |
| PULS | PGIM ETF TR | $742.71万 | 5.22% | 150,042 | 5,650 | 3.9% | $27.97万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $617.17万 | 4.34% | 87,036 | -363 | -0.4% | -$2.57万 | 减仓 |
| VGT | VANGUARD WORLD FD | $481.78万 | 3.39% | 6,905 | 818 | 13.4% | $57.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $472.16万 | 3.32% | 8,180 | 290 | 3.7% | $16.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $421.91万 | 2.97% | 14,691 | 698 | 5.0% | $20.05万 | 加仓 |
| DGRO | ISHARES TR | $416.51万 | 2.93% | 59,350 | -564 | -0.9% | -$3.96万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $375.21万 | 2.64% | 40,160 | 17 | 0.0% | $1,588 | 加仓 |
| AGG | ISHARES TR | $355.52万 | 2.50% | 35,814 | -647 | -1.8% | -$6.42万 | 减仓 |
| IJR | ISHARES TR | $274.65万 | 1.93% | 22,094 | -21 | -0.1% | -$2,611 | 减仓 |
| SPYD | SPDR SERIES TRUST | $227.49万 | 1.60% | 49,975 | -2,159 | -4.1% | -$9.83万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $222.95万 | 1.57% | 17,817 | -1,261 | -6.6% | -$15.78万 | 减仓 |
| USHY | ISHARES TR | $201.00万 | 1.41% | 54,559 | 3,256 | 6.3% | $12.00万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $173.56万 | 1.22% | 71,514 | -9,377 | -11.6% | -$22.76万 | 减仓 |
| IEFA | ISHARES TR | $164.86万 | 1.16% | 18,210 | 373 | 2.1% | $3.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $146.45万 | 1.03% | 3,353 | 394 | 13.3% | $17.21万 | 加仓 |
| AAPL | APPLE INC | $128.43万 | 0.90% | 5,060 | 289 | 6.1% | $7.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $126.71万 | 0.89% | 3,950 | 1,783 | 82.3% | $57.20万 | 加仓 |
| IUSG | ISHARES TR | $125.46万 | 0.88% | 8,088 | 22 | 0.3% | $3,412 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $118.03万 | 0.83% | 23,630 | -123 | -0.5% | -$6,144 | 减仓 |
| MSFT | MICROSOFT CORP | $108.43万 | 0.76% | 2,929 | 59 | 2.1% | $2.18万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $107.93万 | 0.76% | 19,041 | -5,143 | -21.3% | -$29.15万 | 减仓 |
| VB | VANGUARD INDEX FDS | $102.52万 | 0.72% | 3,914 | 59 | 1.5% | $1.55万 | 加仓 |
| D | DOMINION ENERGY INC | $102.47万 | 0.72% | 16,575 | 105 | 0.6% | $6,491 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.74万 | 0.69% | 15,253 | 562 | 3.8% | $3.60万 | 加仓 |
| IJJ | ISHARES TR | $95.89万 | 0.67% | 7,237 | -504 | -6.5% | -$6.68万 | 减仓 |
| IJH | ISHARES TR | $90.98万 | 0.64% | 13,473 | -38 | -0.3% | -$2,566 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $86.49万 | 0.61% | 30,083 | 762 | 2.6% | $2.19万 | 加仓 |
| IWR | ISHARES TR | $78.74万 | 0.55% | 8,099 | 484 | 6.4% | $4.71万 | 加仓 |
| IUSV | ISHARES TR | $77.05万 | 0.54% | 7,535 | 93 | 1.2% | $9,509 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $76.39万 | 0.54% | 24,344 | 11,987 | 97.0% | $37.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.27万 | 0.51% | 1,111 | 1 | 0.1% | $651 | 加仓 |
| VLUE | ISHARES TR | $69.77万 | 0.49% | 4,907 | -550 | -10.1% | -$7.82万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $64.57万 | 0.45% | 11,630 | -1,749 | -13.1% | -$9.71万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.40万 | 0.45% | 1,369 | 5 | 0.4% | $2,316 | 加仓 |
| NVDA | NVIDIA CORPORATION | $62.31万 | 0.44% | 3,573 | 1,140 | 46.9% | $19.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $59.12万 | 0.42% | 6,038 | -11 | -0.2% | -$1,077 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.73万 | 0.41% | 2,731 | 365 | 15.4% | $7.85万 | 加仓 |
| MCD | MCDONALDS CORP | $56.08万 | 0.39% | 1,804 | 10 | 0.6% | $3,109 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.63万 | 0.37% | 3,553 | 1,486 | 71.9% | $22.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $45.68万 | 0.32% | 4,074 | 1,579 | 63.3% | $17.70万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $42.73万 | 0.30% | 5,802 | 5,802 | — | $42.73万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.83万 | 0.29% | 873 | 60 | 7.4% | $2.88万 | 加仓 |
| VHT | VANGUARD WORLD FD | $37.36万 | 0.26% | 1,372 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.16万 | 0.26% | 1,520 | 121 | 8.6% | $2.96万 | 加仓 |
| AMZN | AMAZON COM INC | $33.59万 | 0.24% | 1,613 | 218 | 15.6% | $4.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.81万 | 0.23% | 1,672 | 440 | 35.7% | $8.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $32.69万 | 0.23% | 1,094 | 3 | 0.3% | $896 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.23万 | 0.23% | 790 | 230 | 41.1% | $9.38万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $31.43万 | 0.22% | 5,307 | 36 | 0.7% | $2,132 | 加仓 |
| TSLA | TESLA INC | $30.63万 | 0.22% | 824 | 76 | 10.2% | $2.83万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.06万 | 0.21% | 441 | 12 | 2.8% | $8,181 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.80万 | 0.21% | 1,013 | 39 | 4.0% | $1.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.52万 | 0.20% | 3,699 | 3,699 | — | $28.52万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.34万 | 0.20% | 400 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $28.33万 | 0.20% | 9,235 | 612 | 7.1% | $1.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $26.93万 | 0.19% | 891 | 891 | — | $26.93万 | 新建仓 |
| V | VISA INC | $26.22万 | 0.18% | 868 | 18 | 2.1% | $5,438 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.10万 | 0.18% | 1,206 | 206 | 20.6% | $4.29万 | 加仓 |
| LOW | LOWES COS INC | $24.86万 | 0.17% | 1,052 | -194 | -15.6% | -$4.58万 | 减仓 |
| SHV | ISHARES TR | $24.45万 | 0.17% | 2,215 | 2,215 | — | $24.45万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $23.59万 | 0.17% | 7,807 | 7,807 | — | $23.59万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.29万 | 0.16% | 4,777 | 28 | 0.6% | $1,365 | 加仓 |
| — | EXXON MOBIL CORP | $22.87万 | 0.16% | 1,348 | 1,348 | — | $22.87万 | 新建仓 |
| QLD | PROSHARES TR | $22.34万 | 0.16% | 3,662 | 3,662 | — | $22.34万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.26万 | 0.16% | 4,462 | -38 | -0.8% | -$1,896 | 减仓 |
| BTAL | AGF INVTS TR | $22.23万 | 0.16% | 15,927 | 15,927 | — | $22.23万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.27万 | 0.14% | 587 | 587 | — | $20.27万 | 新建仓 |
| WMT | WALMART INC | $20.15万 | 0.14% | 1,621 | 1,621 | — | $20.15万 | 新建仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |