WLTH Capital Management, LLC
CHANDLER AZ · SEC CIK 0002112635
$1.56亿2026Q2 申报市值
29持仓数
81.3%前十大占比 · 第一大 16.1%
4 / 1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
BSCR 新建仓+$1,279.59万
BKGI 新建仓+$564.70万
IEF 加仓+$503.48万
IEFA 加仓+$487.16万
VTEB 新建仓+$288.91万
2026Q2 卖出最多 按季末市值估算
BSCQ 清仓-$830.00万
RWO 减仓-$352.48万
MUB 减仓-$145.55万
IVV 减仓-$57.96万
DJP 减仓-$32.02万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $2,505.00万 | 16.06% | 259,370 | 50,441 | 24.1% | $487.16万 | 加仓 |
| IEF | ISHARES TR | $2,137.98万 | 13.70% | 226,074 | 53,239 | 30.8% | $503.48万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,709.14万 | 10.95% | 309,739 | 15,972 | 5.4% | $88.13万 | 加仓 |
| IEMG | ISHARES INC | $1,420.87万 | 9.11% | 171,520 | 9,604 | 5.9% | $79.56万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,279.59万 | 8.20% | 652,354 | 652,354 | — | $1,279.59万 | 新建仓 |
| IVV | ISHARES TR | $1,152.23万 | 7.39% | 15,386 | -774 | -4.8% | -$57.96万 | 减仓 |
| IJR | ISHARES TR | $887.83万 | 5.69% | 59,863 | -1,920 | -3.1% | -$28.48万 | 减仓 |
| IJH | ISHARES TR | $707.54万 | 4.54% | 91,757 | 4,934 | 5.7% | $38.05万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $564.70万 | 3.62% | 125,573 | 125,573 | — | $564.70万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $319.74万 | 2.05% | 63,454 | -1,252 | -1.9% | -$6.31万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $309.84万 | 1.99% | 53,727 | -4,495 | -7.7% | -$25.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $288.91万 | 1.85% | 57,120 | 57,120 | — | $288.91万 | 新建仓 |
| SUB | ISHARES TR | $279.96万 | 1.79% | 26,295 | 8,352 | 46.5% | $88.92万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $272.23万 | 1.74% | 62,280 | -7,325 | -10.5% | -$32.02万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $270.47万 | 1.73% | 91,904 | -5,136 | -5.3% | -$15.12万 | 减仓 |
| MUB | ISHARES TR | $268.01万 | 1.72% | 24,903 | -13,524 | -35.2% | -$145.55万 | 减仓 |
| EFA | ISHARES TR | $164.13万 | 1.05% | 15,800 | -759 | -4.6% | -$7.88万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $155.17万 | 0.99% | 56,017 | -3,733 | -6.2% | -$10.34万 | 减仓 |
| SHY | ISHARES TR | $152.63万 | 0.98% | 18,588 | 575 | 3.2% | $4.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $126.07万 | 0.81% | 1,688 | -13 | -0.8% | -$9,710 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $126.00万 | 0.81% | 24,334 | -1,726 | -6.6% | -$8.94万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $121.38万 | 0.78% | 24,417 | -70,907 | -74.4% | -$352.48万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $105.24万 | 0.67% | 36,339 | -5,412 | -13.0% | -$15.67万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $90.45万 | 0.58% | 24,946 | -119 | -0.5% | -$4,315 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $68.49万 | 0.44% | 18,576 | -175 | -0.9% | -$6,452 | 减仓 |
| IWV | ISHARES TR | $43.19万 | 0.28% | 1,013 | -5 | -0.5% | -$2,132 | 减仓 |
| SPMD | SPDR SERIES TRUST | $32.81万 | 0.21% | 4,856 | -257 | -5.0% | -$1.74万 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.52万 | 0.14% | 710 | -175 | -19.8% | -$5.30万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $20.47万 | 0.13% | 8,852 | 8,852 | — | $20.47万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -424,988 | -100.0% | -$830.00万 | 清仓 |