Wealth Intelligence, LLC
COLUMBUS GA · SEC CIK 0002112078
$2.08亿2026Q1 申报市值
58持仓数
66.0%前十大占比 · 第一大 34.3%
11 / 8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+$1,974.81万
ETF SER SOLUTION 新建仓+$480.41万
EFAA 新建仓+$229.20万
LMT 新建仓+$141.49万
ETN 加仓+$107.30万
2026Q1 卖出最多 按季末市值估算
FTRB 清仓-$1,678.29万
SMIG 清仓-$229.16万
PFXF 减仓-$138.98万
CMCSA 清仓-$136.57万
UPS 减仓-$65.55万
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 |
|---|---|---|---|---|---|---|---|---|
| FTRB | FEDERATED HERMES TTL RTNBND ETF | $0 | 0.00% | 0 | -661,005 | -100.0% | -$1,678.29万 | 清仓 |
| SMIG | BAHL & GAYNR SML MD CP GW ETF | $0 | 0.00% | 0 | -79,570 | -100.0% | -$229.16万 | 清仓 |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | $0 | 0.00% | 0 | -45,692 | -100.0% | -$136.57万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -2,737 | -100.0% | -$56.97万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -7,321 | -100.0% | -$56.39万 | 清仓 |
| STE | STERIS PLC F | $0 | 0.00% | 0 | -2,118 | -100.0% | -$53.70万 | 清仓 |
| PHM | PULTEGROUP INC | $0 | 0.00% | 0 | -3,513 | -100.0% | -$41.19万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,639 | -100.0% | -$40.54万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.48万 | 0.13% | 1,810 | -1,361 | -42.9% | -$19.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $29.12万 | 0.14% | 2,372 | 2,372 | — | $29.12万 | 新建仓 |
| SNPS | SYNOPSYS INC | $34.77万 | 0.17% | 877 | 142 | 19.3% | $5.63万 | 加仓 |
| SPGI | S&P GLOBAL INC | $38.15万 | 0.18% | 897 | 48 | 5.7% | $2.04万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $40.99万 | 0.20% | 2,082 | -389 | -15.7% | -$7.66万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $44.79万 | 0.22% | 1,612 | 355 | 28.2% | $9.86万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $47.11万 | 0.23% | 3,298 | 3,298 | — | $47.11万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $52.23万 | 0.25% | 3,258 | 3,258 | — | $52.23万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $56.13万 | 0.27% | 2,838 | -2,417 | -46.0% | -$47.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.43万 | 0.28% | 2,823 | -1,281 | -31.2% | -$26.06万 | 减仓 |
| CAT | CATERPILLAR INC | $59.44万 | 0.29% | 839 | -393 | -31.9% | -$27.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.15万 | 0.29% | 2,260 | 2,260 | — | $61.15万 | 新建仓 |
| META | META PLATFORMS INC | $75.77万 | 0.36% | 1,324 | 55 | 4.3% | $3.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $77.24万 | 0.37% | 7,523 | 7,523 | — | $77.24万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $77.96万 | 0.37% | 3,111 | 3,111 | — | $77.96万 | 新建仓 |
| GEV | GE VERNOVA INC | $85.63万 | 0.41% | 981 | -465 | -32.2% | -$40.59万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $88.14万 | 0.42% | 2,115 | 92 | 4.5% | $3.83万 | 加仓 |
| RTX | RTX CORPORATION | $90.88万 | 0.44% | 4,711 | 4,711 | — | $90.88万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.80万 | 0.47% | 2,041 | 882 | 76.1% | $42.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $116.28万 | 0.56% | 15,898 | -4,304 | -21.3% | -$31.48万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $117.24万 | 0.56% | 4,036 | -37 | -0.9% | -$1.07万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $122.61万 | 0.59% | 12,463 | -6,663 | -34.8% | -$65.55万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $141.49万 | 0.68% | 2,341 | 2,341 | — | $141.49万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.69% | 2 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $143.85万 | 0.69% | 2,879 | 92 | 3.3% | $4.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $144.68万 | 0.70% | 8,296 | 2,533 | 44.0% | $44.18万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $149.41万 | 0.72% | 66,881 | 1,187 | 1.8% | $2.65万 | 加仓 |
| NLR | VANECK ETF TRUST | $149.48万 | 0.72% | 11,223 | 2,315 | 26.0% | $30.83万 | 加仓 |
| ADI | ANALOG DEVICES INC | $154.68万 | 0.74% | 4,862 | -1,429 | -22.7% | -$45.46万 | 减仓 |
| CMI | CUMMINS INC | $162.59万 | 0.78% | 3,022 | -656 | -17.8% | -$35.29万 | 减仓 |
| WMT | WALMART INC | $172.20万 | 0.83% | 13,856 | -3,858 | -21.8% | -$47.95万 | 减仓 |
| ABBV | ABBVIE INC | $173.97万 | 0.84% | 7,999 | 1,097 | 15.9% | $23.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $184.97万 | 0.89% | 7,567 | -94 | -1.2% | -$2.30万 | 减仓 |
| CVS | CVS HEALTH CORP | $192.30万 | 0.92% | 26,775 | 791 | 3.0% | $5.68万 | 加仓 |
| V | VISA INC | $197.76万 | 0.95% | 6,543 | 84 | 1.3% | $2.54万 | 加仓 |
| AFL | AFLAC INC | $201.21万 | 0.97% | 18,340 | -4,407 | -19.4% | -$48.35万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $201.49万 | 0.97% | 4,643 | 401 | 9.5% | $17.40万 | 加仓 |
| AMZN | AMAZON COM INC | $227.29万 | 1.09% | 10,913 | -1,390 | -11.3% | -$28.95万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $229.20万 | 1.10% | 43,458 | 43,458 | — | $229.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $243.32万 | 1.17% | 48,471 | 671 | 1.4% | $3.37万 | 加仓 |
| HD | HOME DEPOT INC | $248.28万 | 1.19% | 7,549 | -273 | -3.5% | -$8.98万 | 减仓 |
| GOOGL | ALPHABET INC | $248.55万 | 1.20% | 8,643 | -1,694 | -16.4% | -$48.71万 | 减仓 |
| SO | SOUTHERN CO | $273.40万 | 1.31% | 28,326 | 3,182 | 12.7% | $30.71万 | 加仓 |
| UNP | UNION PAC CORP | $284.76万 | 1.37% | 11,737 | 25 | 0.2% | $6,066 | 加仓 |
| CB | CHUBB LTD SWITZ | $285.19万 | 1.37% | 8,750 | -374 | -4.1% | -$12.19万 | 减仓 |
| CME | CME GROUP INC | $317.68万 | 1.53% | 10,756 | 41 | 0.4% | $1.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $342.15万 | 1.65% | 9,243 | 923 | 11.1% | $34.17万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $363.60万 | 1.75% | 27,766 | 95 | 0.3% | $1.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $412.53万 | 1.98% | 14,024 | -135 | -1.0% | -$3.97万 | 减仓 |
| ETN | EATON CORP PLC | $415.00万 | 2.00% | 11,603 | 3,000 | 34.9% | $107.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $436.35万 | 2.10% | 17,870 | -116 | -0.6% | -$2.83万 | 减仓 |
| — | ETF SER SOLUTIONS | $480.41万 | 2.31% | 226,035 | 226,035 | — | $480.41万 | 新建仓 |
| AVGO | BROADCOM INC | $557.21万 | 2.68% | 18,003 | 292 | 1.6% | $9.04万 | 加仓 |
| AAPL | APPLE INC | $669.76万 | 3.22% | 26,390 | -1,098 | -4.0% | -$27.87万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $692.61万 | 3.33% | 138,190 | 15,546 | 12.7% | $77.92万 | 加仓 |
| PFXF | VANECK ETF TRUST | $954.18万 | 4.59% | 544,001 | -79,237 | -12.7% | -$138.98万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,974.81万 | 9.50% | 942,180 | 942,180 | — | $1,974.81万 | 新建仓 |
| LOW | LOWES COS INC | $7,128.07万 | 34.28% | 301,679 | 3 | 0.0% | $709 | 加仓 |