Aureum Wealth Management, LLC
North Palm Beach FL · SEC CIK 0002093444
$1.44亿2026Q1 申报市值
60持仓数
52.6%前十大占比 · 第一大 8.3%
14 / 3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
FTCB 新建仓+$474.61万
IEFA 加仓+$280.58万
MBB 加仓+$270.04万
SPYV 加仓+$245.56万
IWF 加仓+$224.49万
2026Q1 卖出最多 按季末市值估算
VGLT 清仓-$177.76万
VCLT 清仓-$119.91万
BLV 清仓-$83.19万
IYY 减仓-$7,130
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $1,194.74万 | 8.31% | 211,159 | 43,400 | 25.9% | $245.56万 | 加仓 |
| IEFA | ISHARES TR | $1,191.63万 | 8.29% | 131,629 | 30,993 | 30.8% | $280.58万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,141.27万 | 7.94% | 116,563 | 19,987 | 20.7% | $195.69万 | 加仓 |
| MBB | ISHARES TR | $875.45万 | 6.09% | 92,201 | 28,440 | 44.6% | $270.04万 | 加仓 |
| GLDM | WORLD GOLD TR | $656.84万 | 4.57% | 70,864 | 12,399 | 21.2% | $114.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $634.75万 | 4.42% | 111,989 | 28,419 | 34.0% | $161.08万 | 加仓 |
| HDV | ISHARES TR | $500.05万 | 3.48% | 36,844 | 1,569 | 4.4% | $21.29万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $474.61万 | 3.30% | 226,437 | 226,437 | — | $474.61万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $459.11万 | 3.19% | 59,984 | 11,689 | 24.2% | $89.47万 | 加仓 |
| IJH | ISHARES TR | $432.01万 | 3.01% | 63,974 | 15,169 | 31.1% | $102.44万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $422.60万 | 2.94% | 83,899 | 17,572 | 26.5% | $88.51万 | 加仓 |
| IJR | ISHARES TR | $420.03万 | 2.92% | 33,789 | 4,899 | 17.0% | $60.90万 | 加仓 |
| USMV | ISHARES TR | $412.10万 | 2.87% | 44,436 | 12,046 | 37.2% | $111.71万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $403.72万 | 2.81% | 120,370 | 37,117 | 44.6% | $124.49万 | 加仓 |
| IEMG | ISHARES INC | $386.10万 | 2.69% | 55,355 | 16,873 | 43.8% | $117.69万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $382.56万 | 2.66% | 74,212 | 15,296 | 26.0% | $78.85万 | 加仓 |
| IWF | ISHARES TR | $345.96万 | 2.41% | 8,114 | 5,265 | 184.8% | $224.49万 | 加仓 |
| IWD | ISHARES TR | $342.02万 | 2.38% | 16,007 | 9,190 | 134.8% | $196.36万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $338.07万 | 2.35% | 131,851 | 26,925 | 25.7% | $69.04万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $275.68万 | 1.92% | 61,894 | 12,149 | 24.4% | $54.11万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $262.17万 | 1.82% | 53,570 | 11,364 | 26.9% | $55.62万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $262.07万 | 1.82% | 29,545 | 3,867 | 15.1% | $34.30万 | 加仓 |
| IAU | ISHARES GOLD TR | $238.61万 | 1.66% | 27,066 | 3,792 | 16.3% | $33.43万 | 加仓 |
| ESGD | ISHARES TR | $195.58万 | 1.36% | 20,454 | 3,725 | 22.3% | $35.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $188.82万 | 1.31% | 29,467 | 11,244 | 61.7% | $72.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $185.28万 | 1.29% | 2,849 | 74 | 2.7% | $4.81万 | 加仓 |
| SGOV | ISHARES TR | $174.02万 | 1.21% | 17,288 | 9,594 | 124.7% | $96.57万 | 加仓 |
| AAPL | APPLE INC | $124.26万 | 0.86% | 4,896 | 240 | 5.2% | $6.09万 | 加仓 |
| IVV | ISHARES TR | $107.39万 | 0.75% | 1,644 | 141 | 9.4% | $9.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $97.44万 | 0.68% | 18,028 | 1,262 | 7.5% | $6.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.65万 | 0.63% | 4,215 | 2,865 | 212.2% | $61.61万 | 加仓 |
| ESGE | ISHARES INC | $77.59万 | 0.54% | 17,063 | 433 | 2.6% | $1.97万 | 加仓 |
| IVW | ISHARES TR | $74.64万 | 0.52% | 6,599 | 116 | 1.8% | $1.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $73.81万 | 0.51% | 1,994 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $68.02万 | 0.47% | 6,778 | 6,778 | — | $68.02万 | 新建仓 |
| GLD | SPDR GOLD TR | $60.67万 | 0.42% | 1,410 | 140 | 11.0% | $6.02万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $55.11万 | 0.38% | 5,519 | 5,519 | — | $55.11万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $54.69万 | 0.38% | 6,787 | 6,787 | — | $54.69万 | 新建仓 |
| IVE | ISHARES TR | $51.84万 | 0.36% | 2,455 | 150 | 6.5% | $3.17万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $49.40万 | 0.34% | 4,400 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $45.15万 | 0.31% | 4,087 | 4,087 | — | $45.15万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $44.40万 | 0.31% | 7,571 | 221 | 3.0% | $1.30万 | 加仓 |
| IDV | ISHARES TR | $43.87万 | 0.31% | 10,307 | 275 | 2.7% | $1.17万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $41.35万 | 0.29% | 8,558 | 8,558 | — | $41.35万 | 新建仓 |
| ESGU | ISHARES TR | $33.23万 | 0.23% | 2,350 | 216 | 10.1% | $3.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $30.81万 | 0.21% | 5,202 | 5,202 | — | $30.81万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $30.10万 | 0.21% | 9,060 | 1,024 | 12.7% | $3.40万 | 加仓 |
| MTB | M & T BK CORP | $29.77万 | 0.21% | 1,440 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.69万 | 0.20% | 1,000 | 1,000 | — | $28.69万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $27.66万 | 0.19% | 963 | 114 | 13.4% | $3.27万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $27.62万 | 0.19% | 3,850 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.45万 | 0.19% | 1,123 | 1,123 | — | $27.45万 | 新建仓 |
| EFA | ISHARES TR | $27.25万 | 0.19% | 2,805 | 2,805 | — | $27.25万 | 新建仓 |
| ACWV | ISHARES INC | $26.89万 | 0.19% | 2,250 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.31万 | 0.18% | 880 | 880 | — | $25.31万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.21万 | 0.18% | 526 | 526 | — | $25.21万 | 新建仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $24.45万 | 0.17% | 11,559 | 11,559 | — | $24.45万 | 新建仓 |
| IYY | ISHARES TR | $21.47万 | 0.15% | 1,355 | -45 | -3.2% | -$7,130 | 减仓 |
| CW | CURTISS WRIGHT CORP | $20.43万 | 0.14% | 300 | 300 | — | $20.43万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $7.43万 | 0.05% | 13,237 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -31,856 | -100.0% | -$177.76万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -15,809 | -100.0% | -$119.91万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -11,967 | -100.0% | -$83.19万 | 清仓 |