Wealth Care LLC
MERRITT ISLAND FL · SEC CIK 0002120450
$1.13亿2026Q1 申报市值
67持仓数
61.9%前十大占比 · 第一大 9.0%
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $1,009.89万 | 8.97% | 81,240 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $964.48万 | 8.57% | 30,064 | — | — | — | — |
| IAU | ISHARES GOLD TR | $927.00万 | 8.23% | 105,150 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $784.26万 | 6.97% | 36,467 | — | — | — | — |
| IJH | ISHARES TR | $743.87万 | 6.61% | 110,154 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $699.04万 | 6.21% | 47,200 | — | — | — | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $629.13万 | 5.59% | 32,781 | — | — | — | — |
| SCHB | SCHWAB STRATEGIC TR | $466.36万 | 4.14% | 185,803 | — | — | — | — |
| PDI | PIMCO DYNAMIC INCOME FD | $386.46万 | 3.43% | 225,870 | — | — | — | — |
| IVV | ISHARES TR | $354.22万 | 3.15% | 5,423 | — | — | — | — |
| AAPL | APPLE INC | $351.34万 | 3.12% | 13,844 | — | — | — | — |
| DVY | ISHARES TR | $242.67万 | 2.16% | 16,028 | — | — | — | — |
| IJJ | ISHARES TR | $189.00万 | 1.68% | 14,264 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $170.93万 | 1.52% | 2,628 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $154.53万 | 1.37% | 8,861 | — | — | — | — |
| SYLD | CAMBRIA ETF TR | $147.46万 | 1.31% | 19,555 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $146.91万 | 1.30% | 5,115 | — | — | — | — |
| DLS | WISDOMTREE TR | $139.68万 | 1.24% | 17,139 | — | — | — | — |
| RPV | INVESCO EXCHANGE TRADED FD T | $134.10万 | 1.19% | 12,488 | — | — | — | — |
| WY | WEYERHAEUSER CO | $116.61万 | 1.04% | 47,733 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $106.57万 | 0.95% | 1,846 | — | — | — | — |
| — | VIRTUS CONVERTIBLE & INCOME | $101.63万 | 0.90% | 68,299 | — | — | — | — |
| VDE | VANGUARD WORLD FD | $100.53万 | 0.89% | 5,809 | — | — | — | — |
| SDY | SPDR SERIES TRUST | $100.08万 | 0.89% | 6,858 | — | — | — | — |
| IWN | ISHARES TR | $94.80万 | 0.84% | 5,000 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $87.04万 | 0.77% | 16,103 | — | — | — | — |
| IWM | ISHARES TR | $86.69万 | 0.77% | 3,496 | — | — | — | — |
| FCG | FIRST TR EXCHANGE-TRADED FD | $81.58万 | 0.72% | 25,743 | — | — | — | — |
| — | LMP CAP & INCOME FD INC | $73.60万 | 0.65% | 49,294 | — | — | — | — |
| SPSB | SPDR SERIES TRUST | $73.42万 | 0.65% | 24,416 | — | — | — | — |
| TSLA | TESLA INC | $68.61万 | 0.61% | 1,846 | — | — | — | — |
| MSFT | MICROSOFT CORP | $66.70万 | 0.59% | 1,802 | — | — | — | — |
| BIT | BLACKROCK MULTI SECTOR INC T | $64.96万 | 0.58% | 51,883 | — | — | — | — |
| AMZN | AMAZON COM INC | $63.24万 | 0.56% | 3,036 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $61.26万 | 0.54% | 10,000 | — | — | — | — |
| NZF | NUVEEN MUN CR INCOME FD | $60.90万 | 0.54% | 50,000 | — | — | — | — |
| — | CENTRAL & EASTERN EUROPE FD | $58.44万 | 0.52% | 31,936 | — | — | — | — |
| NAD | NUVEEN QUALITY MUNCP INCOME | $57.50万 | 0.51% | 50,000 | — | — | — | — |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $56.15万 | 0.50% | 50,000 | — | — | — | — |
| VB | VANGUARD INDEX FDS | $55.25万 | 0.49% | 2,110 | — | — | — | — |
| GOOGL | ALPHABET INC | $55.17万 | 0.49% | 1,919 | — | — | — | — |
| — | EXXON MOBIL CORP | $53.46万 | 0.47% | 3,151 | — | — | — | — |
| VTHR | VANGUARD SCOTTSDALE FDS | $52.19万 | 0.46% | 1,815 | — | — | — | — |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $51.15万 | 0.45% | 24,185 | — | — | — | — |
| IVE | ISHARES TR | $50.27万 | 0.45% | 2,381 | — | — | — | — |
| — | INVESCO TR INVT GRADE MUNS | $49.35万 | 0.44% | 50,000 | — | — | — | — |
| DIA | STATE STR SPDR DOW JONES IND | $49.13万 | 0.44% | 1,061 | — | — | — | — |
| EIS | ISHARES INC | $47.65万 | 0.42% | 4,106 | — | — | — | — |
| V | VISA INC | $43.65万 | 0.39% | 1,444 | — | — | — | — |
| — | INVESCO ADVANTAGE MUN INCOME | $43.30万 | 0.38% | 50,000 | — | — | — | — |
| BEP | BROOKFIELD RENEWABLE ENERGY | $41.10万 | 0.37% | 12,591 | — | — | — | — |
| GLD | SPDR GOLD TR | $38.08万 | 0.34% | 885 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $37.42万 | 0.33% | 1,907 | — | — | — | — |
| PAXS | PIMCO ACCESS INCOME FUND | $36.24万 | 0.32% | 25,146 | — | — | — | — |
| IWP | ISHARES TR | $33.57万 | 0.30% | 2,620 | — | — | — | — |
| META | META PLATFORMS INC | $30.71万 | 0.27% | 537 | — | — | — | — |
| SCHX | SCHWAB STRATEGIC TR | $30.00万 | 0.27% | 11,700 | — | — | — | — |
| MTUM | ISHARES TR | $28.97万 | 0.26% | 1,207 | — | — | — | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.41万 | 0.25% | 1,196 | — | — | — | — |
| PTY | PIMCO CORPORATE & INCOME OPP | $27.81万 | 0.25% | 23,062 | — | — | — | — |
| AKRE | PROFESIONALLY MANAGED PORTFO | $27.56万 | 0.24% | 5,215 | — | — | — | — |
| IEMG | ISHARES INC | $26.87万 | 0.24% | 3,853 | — | — | — | — |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $23.40万 | 0.21% | 14,087 | — | — | — | — |
| HYT | BLACKROCK CORPOR HI YLD FD I | $22.06万 | 0.20% | 25,892 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.43万 | 0.19% | 1,465 | — | — | — | — |
| ITOT | ISHARES TR | $21.02万 | 0.19% | 1,476 | — | — | — | — |
| — | NUVEEN MUN CR OPPORTUNITIES | $10.58万 | 0.09% | 10,000 | — | — | — | — |