Momentum Wealth Planning, LLC
ESTERO FL · SEC CIK 0002087652
$1.37亿2026Q2 申报市值
38持仓数
81.4%前十大占比 · 第一大 27.2%
7 / 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
SGOV 新建仓+$892.11万
DRAM 新建仓+$782.07万
INTC 新建仓+$411.34万
TNA 加仓+$203.86万
AAPL 加仓+$135.95万
2026Q2 卖出最多 按季末市值估算
MU 清仓-$309.29万
JNJ 清仓-$264.46万
BIL 减仓-$241.56万
LRCX 清仓-$238.16万
SCHO 减仓-$205.26万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -9,151 | -100.0% | -$309.29万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -10,819 | -100.0% | -$264.46万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -11,131 | -100.0% | -$238.16万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,429 | -100.0% | -$101.24万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -184 | -100.0% | -$63.58万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -15,500 | -100.0% | -$22.09万 | 清仓 |
| SHOP | SHOPIFY INC | $19.17万 | 0.14% | 1,679 | -4,219 | -71.5% | -$48.17万 | 重新持有 |
| — | ROCKET COS INC 看涨期权 | $20.24万 | 0.15% | 395 | 395 | — | $20.24万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $22.00万 | 0.16% | 13,024 | -2,000 | -13.3% | -$3.38万 | 减仓 |
| AVGO | BROADCOM INC | $25.20万 | 0.18% | 667 | -241 | -26.5% | -$9.10万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.07万 | 0.21% | 1,575 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST 看跌期权 | $29.14万 | 0.21% | 499 | 499 | — | $29.14万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $29.90万 | 0.22% | 1,760 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $31.86万 | 0.23% | 3,282 | -2,848 | -46.5% | -$27.64万 | 减仓 |
| WULF | TERAWULF INC | $33.22万 | 0.24% | 13,450 | 13,450 | — | $33.22万 | 新建仓 |
| GOOGL | ALPHABET INC | $35.74万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST 看涨期权 | $38.23万 | 0.28% | 90 | 90 | — | $38.23万 | 新建仓 |
| META | META PLATFORMS INC | $47.03万 | 0.34% | 835 | -804 | -49.1% | -$45.29万 | 减仓 |
| NFLX | NETFLIX INC. | $52.26万 | 0.38% | 7,320 | -10 | -0.1% | -$714 | 减仓 |
| GLD | SPDR GOLD TR | $68.15万 | 0.50% | 1,850 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $72.29万 | 0.53% | 7,889 | -26,360 | -77.0% | -$241.56万 | 减仓 |
| MELI | MERCADOLIBRE INC | $75.02万 | 0.55% | 442 | 94 | 27.0% | $15.96万 | 加仓 |
| HEGD | LISTED FDS TR | $77.60万 | 0.57% | 29,107 | -100 | -0.3% | -$2,666 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $88.29万 | 0.65% | 873 | -120 | -12.1% | -$12.14万 | 减仓 |
| — | WELLS FARGO & CO | $97.30万 | 0.71% | 841 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $103.62万 | 0.76% | 826 | -1 | -0.1% | -$1,254 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $106.19万 | 0.78% | 421 | 34 | 8.8% | $8.58万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $107.46万 | 0.79% | 450 | 172 | 61.9% | $41.07万 | 加仓 |
| RDDT | REDDIT INC | $119.41万 | 0.87% | 6,879 | -8,459 | -55.2% | -$146.83万 | 减仓 |
| LLY | ELI LILLY & CO | $188.31万 | 1.38% | 1,570 | 526 | 50.4% | $63.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $215.56万 | 1.58% | 10,773 | -399 | -3.6% | -$7.98万 | 减仓 |
| AAPL | APPLE INC | $224.52万 | 1.64% | 7,759 | 4,698 | 153.5% | $135.95万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $288.94万 | 2.11% | 16,179 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $293.87万 | 2.15% | 12,330 | -152 | -1.2% | -$3.62万 | 减仓 |
| TSLA | TESLA INC | $385.10万 | 2.82% | 9,156 | -1,208 | -11.7% | -$50.81万 | 减仓 |
| INTC | INTEL CORP | $411.34万 | 3.01% | 29,459 | 29,459 | — | $411.34万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $561.76万 | 4.11% | 73,241 | 4,620 | 6.7% | $35.44万 | 加仓 |
| GOOG | ALPHABET INC | $587.99万 | 4.30% | 16,642 | -854 | -4.9% | -$30.17万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $649.09万 | 4.75% | 86,418 | 27,141 | 45.8% | $203.86万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $761.14万 | 5.57% | 315,302 | -85,027 | -21.2% | -$205.26万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $782.07万 | 5.72% | 105,900 | 105,900 | — | $782.07万 | 新建仓 |
| SGOV | ISHARES TR | $892.11万 | 6.53% | 88,617 | 88,617 | — | $892.11万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2,381.79万 | 17.42% | 32,308 | -64 | -0.2% | -$4.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,720.83万 | 27.22% | 49,699 | -1,021 | -2.0% | -$76.44万 | 减仓 |