Manske Wealth Management
HOUSTON TX · SEC CIK 0002095143
$4.03亿2026Q2 申报市值
226持仓数
44.4%前十大占比 · 第一大 17.5%
17 / 9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
VTI 加仓+$201.45万
VEA 加仓+$133.16万
JPIB 加仓+$124.36万
SHYG 加仓+$121.00万
VT 新建仓+$111.91万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$162.12万
AAPL 减仓-$45.20万
JPM 减仓-$27.46万
E 清仓-$25.76万
SHEL 减仓-$25.66万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XLRE | SELECT SECTOR SPDR TR | $232.73万 | 0.58% | 52,857 | -625 | -1.2% | -$2.75万 | 减仓 |
| IDV | ISHARES TR | $238.68万 | 0.59% | 57,609 | -202 | -0.3% | -$8,369 | 减仓 |
| BCI | ABRDN ETFS | $240.38万 | 0.60% | 107,600 | 8,842 | 9.0% | $19.75万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $241.07万 | 0.60% | 22,425 | 465 | 2.1% | $5.00万 | 加仓 |
| INTC | INTEL CORP | $272.49万 | 0.68% | 19,515 | -11,611 | -37.3% | -$162.12万 | 减仓 |
| MUNI | PIMCO ETF TR | $283.34万 | 0.70% | 53,868 | 7,712 | 16.7% | $40.56万 | 加仓 |
| T | AT&T INC | $292.63万 | 0.73% | 141,367 | 6,078 | 4.5% | $12.58万 | 加仓 |
| USB | US BANCORP | $297.89万 | 0.74% | 49,320 | 1,384 | 2.9% | $8.36万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $308.80万 | 0.77% | 63,762 | 9,548 | 17.6% | $46.24万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $315.72万 | 0.78% | 105,206 | 4,494 | 4.5% | $13.49万 | 加仓 |
| — | SSGA ACTIVE ETF TR | $320.32万 | 0.80% | 93,301 | 84 | 0.1% | $2,884 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $332.90万 | 0.83% | 174,477 | -3,255 | -1.8% | -$6.21万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $336.24万 | 0.83% | 69,875 | 5,529 | 8.6% | $26.61万 | 加仓 |
| RIO | RIO TINTO PLC | $345.92万 | 0.86% | 36,440 | -185 | -0.5% | -$1.76万 | 减仓 |
| REET | ISHARES TR | $347.25万 | 0.86% | 125,725 | 3,590 | 2.9% | $9.92万 | 加仓 |
| C | CITIGROUP INC | $351.66万 | 0.87% | 25,126 | -1,125 | -4.3% | -$15.75万 | 减仓 |
| CVS | CVS HEALTH CORP | $369.07万 | 0.92% | 35,676 | -573 | -1.6% | -$5.93万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $381.47万 | 0.95% | 90,096 | 5,017 | 5.9% | $21.24万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $400.10万 | 0.99% | 64,784 | 11 | 0.0% | $679 | 加仓 |
| NVDA | NVIDIA CORPORATION | $471.15万 | 1.17% | 23,547 | -288 | -1.2% | -$5.76万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $477.16万 | 1.18% | 125,370 | -2,195 | -1.7% | -$8.35万 | 减仓 |
| — | EXXON MOBIL CORP | $500.28万 | 1.24% | 36,592 | -291 | -0.8% | -$3.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $524.76万 | 1.30% | 7,126 | 298 | 4.4% | $21.94万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $581.25万 | 1.44% | 251,298 | 25,643 | 11.4% | $59.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $600.62万 | 1.49% | 16,101 | 301 | 1.9% | $11.23万 | 加仓 |
| SHYG | ISHARES TR | $615.46万 | 1.53% | 145,122 | 28,532 | 24.5% | $121.00万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $700.21万 | 1.74% | 144,822 | 25,720 | 21.6% | $124.36万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $787.37万 | 1.96% | 63,388 | 3,544 | 5.9% | $44.02万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $814.39万 | 2.02% | 751,282 | 86,871 | 13.1% | $94.17万 | 加仓 |
| GOOG | ALPHABET INC | $1,063.31万 | 2.64% | 30,094 | -588 | -1.9% | -$20.78万 | 减仓 |
| AMZN | AMAZON COM INC | $1,212.44万 | 3.01% | 50,870 | -486 | -0.9% | -$11.58万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $1,217.16万 | 3.02% | 230,349 | -3,170 | -1.4% | -$16.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,670.17万 | 4.15% | 234,410 | 18,689 | 8.7% | $133.16万 | 加仓 |
| AAPL | APPLE INC | $2,741.03万 | 6.81% | 94,727 | -1,562 | -1.6% | -$45.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $7,065.76万 | 17.55% | 190,946 | 5,444 | 2.9% | $201.45万 | 加仓 |