WLTH Capital Management, LLC
CHANDLER AZ · SEC CIK 0002112635
$1.28亿2026Q1 申报市值
26持仓数
81.4%前十大占比 · 第一大 14.8%
0 / 0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
VGLT 加仓+$90.06万
IEF 加仓+$66.55万
IEFA 加仓+$58.65万
IVV 加仓+$49.32万
BSCQ 加仓+$35.50万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$8.36万
SPEM 减仓-$7.39万
SPY 减仓-$5.85万
DJP 减仓-$4.36万
IEMG 减仓-$4.30万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $1,891.44万 | 14.82% | 208,929 | 6,479 | 3.2% | $58.65万 | 加仓 |
| IEF | ISHARES TR | $1,649.54万 | 12.93% | 172,835 | 6,973 | 4.2% | $66.55万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,626.15万 | 12.74% | 293,767 | 16,269 | 5.9% | $90.06万 | 加仓 |
| IEMG | ISHARES INC | $1,129.37万 | 8.85% | 161,916 | -617 | -0.4% | -$4.30万 | 减仓 |
| IVV | ISHARES TR | $1,055.58万 | 8.27% | 16,160 | 755 | 4.9% | $49.32万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $830.00万 | 6.51% | 424,988 | 18,177 | 4.5% | $35.50万 | 加仓 |
| IJR | ISHARES TR | $768.03万 | 6.02% | 61,783 | 1,738 | 2.9% | $21.61万 | 加仓 |
| IJH | ISHARES TR | $586.31万 | 4.60% | 86,823 | 2,911 | 3.5% | $19.66万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $436.30万 | 3.42% | 95,324 | 4,043 | 4.4% | $18.50万 | 加仓 |
| MUB | ISHARES TR | $407.90万 | 3.20% | 38,427 | 1,673 | 4.6% | $17.76万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $335.08万 | 2.63% | 69,605 | -906 | -1.3% | -$4.36万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $295.38万 | 2.32% | 64,706 | -737 | -1.1% | -$3.36万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $281.33万 | 2.20% | 58,222 | -634 | -1.1% | -$3.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $248.81万 | 1.95% | 97,040 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $191.09万 | 1.50% | 17,943 | 776 | 4.5% | $8.26万 | 加仓 |
| EFA | ISHARES TR | $160.84万 | 1.26% | 16,559 | -861 | -4.9% | -$8.36万 | 减仓 |
| SHY | ISHARES TR | $148.73万 | 1.17% | 18,013 | 209 | 1.2% | $1.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $147.88万 | 1.16% | 59,750 | -77 | -0.1% | -$1,906 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $122.25万 | 0.96% | 26,060 | -1,576 | -5.7% | -$7.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.63万 | 0.87% | 1,701 | -90 | -5.0% | -$5.85万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $104.80万 | 0.82% | 41,751 | -266 | -0.6% | -$6,677 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $82.59万 | 0.65% | 25,065 | -30 | -0.1% | -$989 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $58.05万 | 0.45% | 18,751 | -2 | -0.0% | -$62 | 减仓 |
| IWV | ISHARES TR | $37.74万 | 0.30% | 1,018 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $30.28万 | 0.24% | 5,113 | 1 | 0.0% | $59 | 加仓 |
| VB | VANGUARD INDEX FDS | $23.18万 | 0.18% | 885 | -8 | -0.9% | -$2,095 | 减仓 |