Vertrix Wealth Management, LLC
TROY MI · SEC CIK 0002118328
$2.72亿2026Q1 申报市值
95持仓数
36.1%前十大占比 · 第一大 5.2%
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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $1,406.01万 | 5.18% | 179,315 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $1,245.52万 | 4.59% | 249,354 | — | — | — | — |
| SPYV | SPDR SERIES TRUST | $1,213.41万 | 4.47% | 214,458 | — | — | — | — |
| BIV | VANGUARD BD INDEX FDS | $1,125.63万 | 4.15% | 145,845 | — | — | — | — |
| BLV | VANGUARD BD INDEX FDS | $1,115.72万 | 4.11% | 162,216 | — | — | — | — |
| VWOB | VANGUARD WHITEHALL FDS | $824.90万 | 3.04% | 125,574 | — | — | — | — |
| AAPL | APPLE INC | $816.05万 | 3.01% | 32,155 | — | — | — | — |
| SPYG | SPDR SERIES TRUST | $781.56万 | 2.88% | 79,825 | — | — | — | — |
| WMT | WALMART INC | $650.11万 | 2.39% | 52,310 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $617.32万 | 2.27% | 20,986 | — | — | — | — |
| MSFT | MICROSOFT CORP | $595.60万 | 2.19% | 16,090 | — | — | — | — |
| LOW | LOWES COS INC | $546.32万 | 2.01% | 23,122 | — | — | — | — |
| AMGN | AMGEN INC | $543.82万 | 2.00% | 15,456 | — | — | — | — |
| AVGO | BROADCOM INC | $543.63万 | 2.00% | 17,564 | — | — | — | — |
| LIN | LINDE PLC | $522.23万 | 1.92% | 10,534 | — | — | — | — |
| MS | MORGAN STANLEY | $508.19万 | 1.87% | 30,880 | — | — | — | — |
| BNY | BANK NEW YORK MELLON CORP | $504.97万 | 1.86% | 42,567 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.81万 | 1.84% | 10,430 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $497.88万 | 1.83% | 24,064 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $497.79万 | 1.83% | 16,457 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP | $492.37万 | 1.81% | 8,147 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $490.29万 | 1.81% | 37,444 | — | — | — | — |
| SPG | SIMON PPTY GROUP INC NEW | $435.26万 | 1.60% | 23,335 | — | — | — | — |
| EMR | EMERSON ELEC CO | $420.91万 | 1.55% | 32,126 | — | — | — | — |
| TJX | TJX COS INC NEW | $416.11万 | 1.53% | 26,056 | — | — | — | — |
| WM | WASTE MGMT INC DEL | $409.16万 | 1.51% | 17,806 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $403.08万 | 1.48% | 27,906 | — | — | — | — |
| MCK | MCKESSON CORP | $402.83万 | 1.48% | 4,655 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $402.07万 | 1.48% | 23,054 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $372.47万 | 1.37% | 15,367 | — | — | — | — |
| AMZN | AMAZON COM INC | $346.17万 | 1.27% | 16,621 | — | — | — | — |
| GOOGL | ALPHABET INC | $334.55万 | 1.23% | 11,634 | — | — | — | — |
| MCD | MCDONALDS CORP | $329.97万 | 1.22% | 10,617 | — | — | — | — |
| MDT | MEDTRONIC PLC | $328.73万 | 1.21% | 37,938 | — | — | — | — |
| META | META PLATFORMS INC | $328.46万 | 1.21% | 5,741 | — | — | — | — |
| KO | COCA COLA CO | $326.78万 | 1.20% | 42,970 | — | — | — | — |
| CSCO | CISCO SYS INC | $298.25万 | 1.10% | 38,439 | — | — | — | — |
| SBUX | STARBUCKS CORP | $291.60万 | 1.07% | 32,548 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $285.38万 | 1.05% | 5,806 | — | — | — | — |
| — | HONEYWELL INTL INC | $271.15万 | 1.00% | 11,996 | — | — | — | — |
| VBIL | VANGUARD INSTL INDEX FD | $253.70万 | 0.93% | 33,536 | — | — | — | — |
| TMUS | T-MOBILE US INC | $248.65万 | 0.92% | 11,839 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC | $230.30万 | 0.85% | 5,899 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $217.00万 | 0.80% | 11,060 | — | — | — | — |
| IWS | ISHARES TR | $176.52万 | 0.65% | 12,112 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $165.67万 | 0.61% | 3,793 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | $137.64万 | 0.51% | 19,135 | — | — | — | — |
| SHEL | SHELL PLC | $136.25万 | 0.50% | 14,651 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $132.88万 | 0.49% | 20,736 | — | — | — | — |
| KLAC | KLA CORP | $132.81万 | 0.49% | 902 | — | — | — | — |
| IWP | ISHARES TR | $131.88万 | 0.49% | 10,293 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.37万 | 0.47% | 3,769 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $120.35万 | 0.44% | 7,507 | — | — | — | — |
| BA | BOEING CO | $120.21万 | 0.44% | 6,040 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $114.21万 | 0.42% | 1,350 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP | $112.26万 | 0.41% | 11,945 | — | — | — | — |
| GOOG | ALPHABET INC | $106.71万 | 0.39% | 3,720 | — | — | — | — |
| NFLX | NETFLIX INC. | $106.23万 | 0.39% | 11,048 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $99.55万 | 0.37% | 1,666 | — | — | — | — |
| CME | CME GROUP INC | $97.38万 | 0.36% | 3,297 | — | — | — | — |
| COR | CENCORA INC | $92.01万 | 0.34% | 2,929 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $88.70万 | 0.33% | 15,152 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $84.80万 | 0.31% | 851 | — | — | — | — |
| LDOS | LEIDOS HOLDINGS INC | $84.48万 | 0.31% | 5,432 | — | — | — | — |
| GEV | GE VERNOVA INC | $82.66万 | 0.30% | 947 | — | — | — | — |
| ACWI | ISHARES TR | $76.42万 | 0.28% | 5,523 | — | — | — | — |
| LLY | ELI LILLY & CO | $67.42万 | 0.25% | 733 | — | — | — | — |
| NOW | SERVICENOW INC | $66.78万 | 0.25% | 6,387 | — | — | — | — |
| IJH | ISHARES TR | $66.68万 | 0.25% | 9,874 | — | — | — | — |
| AZN | ASTRAZENECA PLC | $65.02万 | 0.24% | 3,297 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $63.88万 | 0.24% | 1,107 | — | — | — | — |
| — | EXXON MOBIL CORP | $63.40万 | 0.23% | 3,737 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $61.68万 | 0.23% | 16,300 | — | — | — | — |
| AOR | ISHARES TR | $56.85万 | 0.21% | 8,835 | — | — | — | — |
| AOA | ISHARES TR | $56.04万 | 0.21% | 6,333 | — | — | — | — |
| IVV | ISHARES TR | $54.42万 | 0.20% | 833 | — | — | — | — |
| AEM | AGNICO EAGLE MINES LTD | $53.26万 | 0.20% | 2,624 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $53.20万 | 0.20% | 2,615 | — | — | — | — |
| BAC | BANK AMERICA CORP | $44.36万 | 0.16% | 9,099 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC | $36.49万 | 0.13% | 5,265 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $36.40万 | 0.13% | 1,489 | — | — | — | — |
| TSLA | TESLA INC | $36.17万 | 0.13% | 973 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.89万 | 0.13% | 552 | — | — | — | — |
| XLF | SELECT SECTOR SPDR TR | $35.09万 | 0.13% | 7,107 | — | — | — | — |
| SHOP | SHOPIFY INC | $29.44万 | 0.11% | 2,482 | — | — | — | — |
| SMH | VANECK ETF TRUST | $28.91万 | 0.11% | 754 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP | $28.84万 | 0.11% | 1,005 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TR | $28.14万 | 0.10% | 1,740 | — | — | — | — |
| HCA | HCA HEALTHCARE INC | $26.93万 | 0.10% | 569 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.82万 | 0.10% | 748 | — | — | — | — |
| BLK | BLACKROCK INC | $25.39万 | 0.09% | 264 | — | — | — | — |
| XBI | SPDR SERIES TRUST | $23.73万 | 0.09% | 1,858 | — | — | — | — |
| SPEM | SPDR INDEX SHS FDS | $21.25万 | 0.08% | 4,530 | — | — | — | — |
| XLC | SELECT SECTOR SPDR TR | $21.23万 | 0.08% | 1,915 | — | — | — | — |
| GNRC | GENERAC HLDGS INC | $20.51万 | 0.08% | 1,050 | — | — | — | — |