Momentum Wealth Planning, LLC
ESTERO FL · SEC CIK 0002087652
$1.13亿2026Q1 申报市值
36持仓数
77.7%前十大占比 · 第一大 29.4%
10 / 14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
SCHO 加仓+$328.31万
MU 新建仓+$309.29万
JNJ 新建仓+$264.46万
TNA 新建仓+$261.59万
LRCX 新建仓+$238.16万
2026Q1 卖出最多 按季末市值估算
VTV 清仓-$665.41万
AAPL 减仓-$339.65万
AVGO 减仓-$230.47万
MAGS 清仓-$224.01万
JPM 清仓-$211.54万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -34,840 | -100.0% | -$665.41万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -33,961 | -100.0% | -$224.01万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -6,565 | -100.0% | -$211.54万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -60,575 | -100.0% | -$206.26万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -24,064 | -100.0% | -$193.04万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -7,912 | -100.0% | -$154.21万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,239 | -100.0% | -$77.70万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,288 | -100.0% | -$51.38万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,761 | -100.0% | -$38.53万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -563 | -100.0% | -$36.80万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,010 | -100.0% | -$35.81万 | 清仓 |
| — | TESLA INC | $0 | 0.00% | 0 | -27 | -100.0% | -$35.28万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -2,098 | -100.0% | -$34.90万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -476 | -100.0% | -$23.02万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $17.41万 | 0.15% | 15,024 | -27 | -0.2% | -$313 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.61万 | 0.19% | 1,760 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $22.09万 | 0.20% | 15,500 | 2,700 | 21.1% | $3.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.52万 | 0.24% | 63 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.10万 | 0.25% | 908 | -7,446 | -89.1% | -$230.47万 | 减仓 |
| GOOGL | ALPHABET INC | $28.76万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $60.17万 | 0.53% | 348 | 0 | 0.0% | — | 不变 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $61.20万 | 0.54% | 278 | 278 | — | $61.20万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $63.58万 | 0.56% | 184 | 184 | — | $63.58万 | 新建仓 |
| NFLX | NETFLIX INC. | $70.48万 | 0.63% | 7,330 | 0 | 0.0% | — | 不变 |
| — | INVESCO QQQ TR 看跌期权 | $71.03万 | 0.63% | 387 | 387 | — | $71.03万 | 新建仓 |
| HEGD | LISTED FDS TR | $72.14万 | 0.64% | 29,207 | 29,207 | — | $72.14万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $76.91万 | 0.68% | 6,130 | 868 | 16.5% | $10.89万 | 加仓 |
| AAPL | APPLE INC | $77.69万 | 0.69% | 3,061 | -13,382 | -81.4% | -$339.65万 | 减仓 |
| GLD | SPDR GOLD TR | $79.60万 | 0.71% | 1,850 | 50 | 2.8% | $2.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.01万 | 0.75% | 993 | -2,319 | -70.0% | -$196.19万 | 减仓 |
| META | META PLATFORMS INC | $93.77万 | 0.83% | 1,639 | 703 | 75.1% | $40.22万 | 加仓 |
| LLY | ELI LILLY & CO | $96.02万 | 0.85% | 1,044 | 1,044 | — | $96.02万 | 新建仓 |
| — | WELLS FARGO & CO | $97.14万 | 0.86% | 841 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $98.54万 | 0.88% | 827 | -14 | -1.7% | -$1.67万 | 减仓 |
| CAT | CATERPILLAR INC | $101.24万 | 0.90% | 1,429 | 1,429 | — | $101.24万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $194.85万 | 1.73% | 11,172 | -5,736 | -33.9% | -$100.04万 | 减仓 |
| RDDT | REDDIT INC | $206.53万 | 1.84% | 15,338 | 10,278 | 203.1% | $138.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $238.16万 | 2.12% | 11,131 | 11,131 | — | $238.16万 | 新建仓 |
| AMZN | AMAZON COM INC | $259.96万 | 2.31% | 12,482 | -547 | -4.2% | -$11.39万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $261.59万 | 2.32% | 59,277 | 59,277 | — | $261.59万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $264.46万 | 2.35% | 10,819 | 10,819 | — | $264.46万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $292.56万 | 2.60% | 16,179 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $309.29万 | 2.75% | 9,151 | 9,151 | — | $309.29万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $313.86万 | 2.79% | 34,249 | 20,330 | 146.1% | $186.30万 | 加仓 |
| TSLA | TESLA INC | $385.28万 | 3.42% | 10,364 | 269 | 2.7% | $10.00万 | 加仓 |
| GOOG | ALPHABET INC | $501.90万 | 4.46% | 17,496 | -3,033 | -14.8% | -$87.01万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $529.62万 | 4.71% | 68,621 | 604 | 0.9% | $4.66万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $971.60万 | 8.63% | 400,329 | 135,274 | 51.0% | $328.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,868.45万 | 16.60% | 32,372 | 572 | 1.8% | $33.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,307.72万 | 29.39% | 50,720 | -331 | -0.6% | -$21.59万 | 减仓 |