Troutman Wealth Management, LLC
MALVERN PA · SEC CIK 0002110807
$1.30亿2026Q2 申报市值
38持仓数
71.4%前十大占比 · 第一大 13.5%
2 / 0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
CGCP 加仓+$41.60万
SMH 新建仓+$32.82万
BND 加仓+$23.45万
ABBV 新建仓+$21.62万
CGMS 加仓+$19.00万
2026Q2 卖出最多 按季末市值估算
FVD 减仓-$6.87万
VXUS 减仓-$5.59万
CGXU 减仓-$4.70万
FYX 减仓-$2.76万
SPSM 减仓-$2.07万
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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,752.02万 | 13.48% | 786,014 | 18,665 | 2.4% | $41.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,217.77万 | 9.37% | 165,886 | 3,195 | 2.0% | $23.45万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,107.70万 | 8.52% | 112,800 | 1,589 | 1.4% | $15.60万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,061.44万 | 8.17% | 306,598 | -1,358 | -0.4% | -$4.70万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $901.46万 | 6.94% | 190,987 | 1,858 | 1.0% | $8.77万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $825.68万 | 6.35% | 251,579 | 4,601 | 1.9% | $15.10万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $735.34万 | 5.66% | 269,059 | 6,951 | 2.7% | $19.00万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $578.27万 | 4.45% | 199,335 | 4,903 | 2.5% | $14.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $576.54万 | 4.44% | 26,455 | 337 | 1.3% | $7.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $523.76万 | 4.03% | 60,803 | 713 | 1.2% | $6.14万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $485.03万 | 3.73% | 85,876 | 2,929 | 3.5% | $16.54万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $461.02万 | 3.55% | 31,950 | -191 | -0.6% | -$2.76万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $406.39万 | 3.13% | 32,574 | 362 | 1.1% | $4.52万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $399.21万 | 3.07% | 57,915 | 1,416 | 2.5% | $9.76万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $270.22万 | 2.08% | 56,085 | -1,426 | -2.5% | -$6.87万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $248.36万 | 1.91% | 96,524 | 647 | 0.7% | $1.66万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $223.80万 | 1.72% | 26,178 | -654 | -2.4% | -$5.59万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $146.52万 | 1.13% | 19,562 | -216 | -1.1% | -$1.62万 | 减仓 |
| GLD | SPDR GOLD TR | $119.83万 | 0.92% | 3,253 | -50 | -1.5% | -$1.84万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $100.08万 | 0.77% | 17,354 | -359 | -2.0% | -$2.07万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $98.81万 | 0.76% | 11,244 | -82 | -0.7% | -$7,206 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $80.87万 | 0.62% | 2,470 | 33 | 1.4% | $1.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.26万 | 0.53% | 927 | -3 | -0.3% | -$2,209 | 减仓 |
| AAPL | APPLE INC | $67.71万 | 0.52% | 2,340 | 63 | 2.8% | $1.82万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $65.13万 | 0.50% | 6,754 | -5 | -0.1% | -$482 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $64.89万 | 0.50% | 13,168 | 33 | 0.3% | $1,626 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $53.63万 | 0.41% | 3,709 | 15 | 0.4% | $2,169 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.21万 | 0.37% | 646 | 2 | 0.3% | $1,493 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $46.94万 | 0.36% | 11,089 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.38万 | 0.30% | 1,074 | 1 | 0.1% | $357 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $38.12万 | 0.29% | 6,383 | 35 | 0.6% | $2,091 | 加仓 |
| GOOG | ALPHABET INC | $33.50万 | 0.26% | 948 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $32.82万 | 0.25% | 500 | 500 | — | $32.82万 | 新建仓 |
| MSFT | MICROSOFT CORP | $27.13万 | 0.21% | 727 | -1 | -0.1% | -$373 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.97万 | 0.18% | 479 | 1 | 0.2% | $500 | 加仓 |
| ICSH | ISHARES TR | $23.73万 | 0.18% | 4,692 | 32 | 0.7% | $1,619 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $22.96万 | 0.18% | 4,539 | -55 | -1.2% | -$2,782 | 减仓 |
| ABBV | ABBVIE INC | $21.62万 | 0.17% | 859 | 859 | — | $21.62万 | 新建仓 |