Welch Financial Planning, LLC
BOULDER CO · SEC CIK 0002085141
$1.72亿2026Q2 申报市值
71持仓数
61.7%前十大占比 · 第一大 10.7%
9 / 6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
PWB 新建仓+$899.59万
IDMO 加仓+$386.70万
AAPL 加仓+$293.21万
INNOVATOR ETFS T 加仓+$273.45万
INNOVATOR ETFS T 加仓+$251.55万
2026Q2 卖出最多 按季末市值估算
JGRO 减仓-$542.39万
INNOVATOR ETFS T 减仓-$531.07万
INNOVATOR ETFS T 减仓-$164.86万
INNOVATOR ETFS T 减仓-$161.61万
DIVO 减仓-$116.46万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $1,842.41万 | 10.74% | 96,704 | 4,328 | 4.7% | $82.46万 | 加仓 |
| DIVB | ISHARES TR | $1,444.44万 | 8.42% | 234,487 | 2,930 | 1.3% | $18.05万 | 加仓 |
| BA | BOEING CO | $1,275.53万 | 7.43% | 58,924 | -579 | -1.0% | -$12.53万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,026.75万 | 5.98% | 170,302 | 64,140 | 60.4% | $386.70万 | 加仓 |
| — | MANAGED PORTFOLIO SER | $1,022.83万 | 5.96% | 218,880 | 13,714 | 6.7% | $64.09万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $899.59万 | 5.24% | 53,401 | 53,401 | — | $899.59万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $881.13万 | 5.13% | 78,989 | -9,528 | -10.8% | -$106.29万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $820.13万 | 4.78% | 83,186 | -55,015 | -39.8% | -$542.39万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $732.99万 | 4.27% | 161,416 | 29 | 0.0% | $1,317 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $651.91万 | 3.80% | 87,734 | 3,460 | 4.1% | $25.71万 | 加仓 |
| AAPL | APPLE INC | $564.16万 | 3.29% | 19,497 | 10,133 | 108.2% | $293.21万 | 加仓 |
| — | WISDOMTREE TR | $466.94万 | 2.72% | 120,873 | -2,167 | -1.8% | -$8.37万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $381.76万 | 2.22% | 93,752 | 8,753 | 10.3% | $35.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $332.31万 | 1.94% | 6,641 | 75 | 1.1% | $3.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $303.79万 | 1.77% | 153,661 | 138,315 | 901.3% | $273.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $277.31万 | 1.62% | 138,955 | 126,048 | 976.6% | $251.55万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $244.07万 | 1.42% | 53,408 | -25,483 | -32.3% | -$116.46万 | 减仓 |
| SOXX | ISHARES TR | $242.46万 | 1.41% | 3,784 | 2,104 | 125.2% | $134.82万 | 加仓 |
| — | MATTHEWS ASIA FDS | $227.14万 | 1.32% | 78,715 | -1,209 | -1.5% | -$3.49万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $205.65万 | 1.20% | 110,981 | 69,146 | 165.3% | $128.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $196.82万 | 1.15% | 89,586 | -73,558 | -45.1% | -$161.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $193.82万 | 1.13% | 53,644 | 6,654 | 14.2% | $24.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $181.96万 | 1.06% | 85,711 | -37,965 | -30.7% | -$80.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $174.90万 | 1.02% | 43,752 | -132,851 | -75.2% | -$531.07万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $164.53万 | 0.96% | 32,683 | 6,608 | 25.3% | $33.26万 | 加仓 |
| — | CALAMOS ETF TR | $120.39万 | 0.70% | 44,838 | 44,838 | — | $120.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $110.95万 | 0.65% | 5,545 | 1,078 | 24.1% | $21.57万 | 加仓 |
| GOOGL | ALPHABET INC | $107.07万 | 0.62% | 2,996 | 336 | 12.6% | $12.01万 | 加仓 |
| GOOG | ALPHABET INC | $103.17万 | 0.60% | 2,920 | 107 | 3.8% | $3.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $100.42万 | 0.59% | 23,939 | 2,802 | 13.3% | $11.75万 | 加仓 |
| — | THEMES ETF TR | $94.80万 | 0.55% | 24,483 | -114 | -0.5% | -$4,414 | 减仓 |
| — | INNOVATOR ETFS TRUST | $93.18万 | 0.54% | 26,229 | -182 | -0.7% | -$6,466 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $88.16万 | 0.51% | 18,062 | -160 | -0.9% | -$7,810 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $80.44万 | 0.47% | 61,831 | -9,216 | -13.0% | -$11.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $76.65万 | 0.45% | 20,177 | 143 | 0.7% | $5,432 | 加仓 |
| AVGO | BROADCOM INC | $76.39万 | 0.45% | 2,022 | 1,127 | 125.9% | $42.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $73.59万 | 0.43% | 32,693 | 520 | 1.6% | $1.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $69.94万 | 0.41% | 1,875 | -334 | -15.1% | -$12.46万 | 减仓 |
| SMH | VANECK ETF TRUST | $66.24万 | 0.39% | 1,010 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $57.30万 | 0.33% | 9,183 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $56.43万 | 0.33% | 2,243 | -83 | -3.6% | -$2.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $56.38万 | 0.33% | 16,677 | -10 | -0.1% | -$338 | 减仓 |
| AMZN | AMAZON COM INC | $54.01万 | 0.31% | 2,266 | 412 | 22.2% | $9.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.70万 | 0.31% | 2,075 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.47万 | 0.26% | 1,389 | 420 | 43.3% | $13.75万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $45.21万 | 0.26% | 9,209 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $44.41万 | 0.26% | 7,352 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $43.96万 | 0.26% | 21,898 | -1,005 | -4.4% | -$2.02万 | 减仓 |
| COWZ | PACER FDS TR | $43.96万 | 0.26% | 7,067 | -42 | -0.6% | -$2,612 | 减仓 |
| CAT | CATERPILLAR INC | $42.93万 | 0.25% | 403 | 403 | — | $42.93万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.80万 | 0.23% | 425 | 52 | 13.9% | $4.87万 | 加仓 |
| LLY | ELI LILLY & CO | $37.53万 | 0.22% | 313 | 20 | 6.8% | $2.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.59万 | 0.21% | 18,527 | -890 | -4.6% | -$1.76万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.80万 | 0.20% | 5,985 | 0 | 0.0% | — | 不变 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $32.36万 | 0.19% | 4,614 | 4,614 | — | $32.36万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $31.39万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $30.61万 | 0.18% | 3,554 | 3,554 | — | $30.61万 | 新建仓 |
| INTC | INTEL CORP | $30.05万 | 0.18% | 2,152 | 2,152 | — | $30.05万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $29.77万 | 0.17% | 6,415 | -18 | -0.3% | -$835 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.58万 | 0.17% | 799 | 799 | — | $29.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $28.99万 | 0.17% | 669 | 669 | — | $28.99万 | 新建仓 |
| NVS | NOVARTIS AG | $28.60万 | 0.17% | 1,825 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $26.30万 | 0.15% | 351 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.44万 | 0.15% | 4,139 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.43万 | 0.15% | 1,734 | -231 | -11.8% | -$3.39万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.01万 | 0.15% | 7,392 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $24.56万 | 0.14% | 6,732 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.99万 | 0.14% | 12,010 | -82,523 | -87.3% | -$164.86万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $21.67万 | 0.13% | 2,799 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $20.89万 | 0.12% | 1,844 | 206 | 12.6% | $2.33万 | 加仓 |
| SDY | SPDR SERIES TRUST | $20.62万 | 0.12% | 1,355 | 1,355 | — | $20.62万 | 新建仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -22,831 | -100.0% | -$73.42万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,832 | -100.0% | -$39.10万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,469 | -100.0% | -$38.29万 | 清仓 |
| — | MATTHEWS ASIA FDS | $0 | 0.00% | 0 | -7,200 | -100.0% | -$26.74万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,251 | -100.0% | -$21.23万 | 清仓 |
| — | AGORA INC | $0 | 0.00% | 0 | -11,037 | -100.0% | -$3.91万 | 清仓 |