Troutman Wealth Management, LLC
MALVERN PA · SEC CIK 0002110807
$1.20亿2026Q1 申报市值
36持仓数
72.0%前十大占比 · 第一大 14.3%
0 / 1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
CGCP 加仓+$30.51万
BND 加仓+$15.25万
CGMS 加仓+$12.49万
JEPI 加仓+$12.49万
SPTS 加仓+$7.55万
2026Q1 卖出最多 按季末市值估算
IBM 清仓-$37.91万
VYMI 减仓-$24.99万
CGXU 减仓-$17.02万
SPYM 减仓-$3.75万
VUG 减仓-$3.45万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,280 | -100.0% | -$37.91万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.91万 | 0.19% | 478 | -2 | -0.4% | -$958 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $23.25万 | 0.19% | 4,594 | 19 | 0.4% | $962 | 加仓 |
| ICSH | ISHARES TR | $23.59万 | 0.20% | 4,660 | 16 | 0.3% | $810 | 加仓 |
| MSFT | MICROSOFT CORP | $26.94万 | 0.22% | 728 | 33 | 4.7% | $1.22万 | 加仓 |
| GOOG | ALPHABET INC | $27.18万 | 0.23% | 948 | 1 | 0.1% | $287 | 加仓 |
| GOOGL | ALPHABET INC | $30.86万 | 0.26% | 1,073 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $37.00万 | 0.31% | 11,089 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $37.95万 | 0.32% | 6,348 | -62 | -1.0% | -$3,706 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.88万 | 0.35% | 644 | 2 | 0.3% | $1,301 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $43.82万 | 0.37% | 3,694 | 16 | 0.4% | $1,898 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.67万 | 0.45% | 930 | 1 | 0.1% | $577 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $55.87万 | 0.47% | 13,135 | 17 | 0.1% | $723 | 加仓 |
| AAPL | APPLE INC | $57.79万 | 0.48% | 2,277 | -17 | -0.7% | -$4,315 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $59.95万 | 0.50% | 6,759 | -27 | -0.4% | -$2,395 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $71.68万 | 0.60% | 2,437 | -1 | -0.0% | -$294 | 减仓 |
| SPSM | SPDR SERIES TRUST | $85.59万 | 0.71% | 17,713 | -117 | -0.7% | -$5,654 | 减仓 |
| SPYM | SPDR SERIES TRUST | $86.69万 | 0.72% | 11,326 | -490 | -4.1% | -$3.75万 | 减仓 |
| GLD | SPDR GOLD TR | $142.12万 | 1.19% | 3,303 | -56 | -1.7% | -$2.41万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $144.65万 | 1.21% | 19,778 | -35 | -0.2% | -$2,560 | 减仓 |
| VXUS | VANGUARD STAR FDS | $206.90万 | 1.73% | 26,832 | -250 | -0.9% | -$1.93万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $247.27万 | 2.06% | 95,877 | 144 | 0.2% | $3,714 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $270.47万 | 2.26% | 57,511 | -175 | -0.3% | -$8,230 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $355.84万 | 2.97% | 32,212 | 151 | 0.5% | $1.67万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $383.62万 | 3.20% | 32,141 | -199 | -0.6% | -$2.38万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $388.60万 | 3.24% | 56,499 | 655 | 1.2% | $4.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $437.46万 | 3.65% | 10,015 | -79 | -0.8% | -$3.45万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $470.15万 | 3.92% | 82,947 | 2,203 | 2.7% | $12.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $512.44万 | 4.27% | 26,118 | -88 | -0.3% | -$1.73万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $567.35万 | 4.73% | 194,432 | 2,587 | 1.3% | $7.55万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $713.72万 | 5.95% | 262,108 | 4,586 | 1.8% | $12.49万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $736.24万 | 6.14% | 246,978 | 721 | 0.3% | $2.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $760.11万 | 6.34% | 189,129 | 1,876 | 1.0% | $7.54万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $908.16万 | 7.57% | 307,956 | -5,771 | -1.8% | -$17.02万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,048.06万 | 8.74% | 111,211 | -2,652 | -2.3% | -$24.99万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,198.06万 | 9.99% | 162,691 | 2,071 | 1.3% | $15.25万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,714.26万 | 14.29% | 767,349 | 13,656 | 1.8% | $30.51万 | 加仓 |