Contango Wealth Management LLC
OAKLAND CA · SEC CIK 0002137383
$8,558.66万2026Q1 申报市值
52持仓数
64.5%前十大占比 · 第一大 13.6%
16 / 3新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPEF 新建仓+$276.92万
OEF 新建仓+$200.49万
THRO 新建仓+$194.34万
TLH 新建仓+$179.00万
BRTR 加仓+$151.00万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$378.54万
FLXR 减仓-$364.73万
JCPB 减仓-$262.26万
VOTE 减仓-$249.22万
JQUA 减仓-$182.77万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,167.05万 | 13.64% | 17,866 | -5,795 | -24.5% | -$378.54万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,043.81万 | 12.20% | 221,710 | -55,705 | -20.1% | -$262.26万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $804.28万 | 9.40% | 138,240 | -2,316 | -1.6% | -$13.47万 | 减仓 |
| TWLO | TWILIO INC | $496.99万 | 5.81% | 39,500 | 0 | 0.0% | — | 不变 |
| BRTR | BLACKROCK ETF TRUST II | $467.56万 | 5.46% | 93,158 | 30,085 | 47.7% | $151.00万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $406.03万 | 4.74% | 66,214 | -29,806 | -31.0% | -$182.77万 | 减仓 |
| VOTE | TCW ETF TRUST | $382.83万 | 4.47% | 50,174 | -32,663 | -39.4% | -$249.22万 | 减仓 |
| IVLU | ISHARES TR | $277.18万 | 3.24% | 69,854 | -12,365 | -15.0% | -$49.06万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $276.92万 | 3.24% | 38,563 | 38,563 | — | $276.92万 | 新建仓 |
| OEF | ISHARES TR | $200.49万 | 2.34% | 6,303 | 6,303 | — | $200.49万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $194.34万 | 2.27% | 53,655 | 53,655 | — | $194.34万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $184.38万 | 2.15% | 55,957 | 36,622 | 189.4% | $120.67万 | 加仓 |
| TLH | ISHARES TR | $179.00万 | 2.09% | 17,772 | 17,772 | — | $179.00万 | 新建仓 |
| ESGU | ISHARES TR | $168.46万 | 1.97% | 11,912 | 2,435 | 25.7% | $34.44万 | 加仓 |
| IAU | ISHARES GOLD TR | $165.63万 | 1.94% | 18,787 | 10,826 | 136.0% | $95.44万 | 加仓 |
| IEMG | ISHARES INC | $150.66万 | 1.76% | 21,600 | 8,883 | 69.9% | $61.96万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $135.62万 | 1.58% | 19,967 | 19,967 | — | $135.62万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $131.07万 | 1.53% | 27,409 | -23,132 | -45.8% | -$110.62万 | 减仓 |
| AAPL | APPLE INC | $109.81万 | 1.28% | 4,327 | -150 | -3.4% | -$3.81万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $108.05万 | 1.26% | 20,807 | 20,807 | — | $108.05万 | 新建仓 |
| EAGG | ISHARES TR | $88.18万 | 1.03% | 18,545 | 18,545 | — | $88.18万 | 新建仓 |
| SUSC | ISHARES TR | $84.53万 | 0.99% | 36,532 | 5,635 | 18.2% | $13.04万 | 加仓 |
| SHLD | GLOBAL X FDS | $82.32万 | 0.96% | 11,621 | 11,621 | — | $82.32万 | 新建仓 |
| EPI | WISDOMTREE TR | $77.33万 | 0.90% | 18,953 | 14,426 | 318.7% | $58.86万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $77.02万 | 0.90% | 32,214 | 32,214 | — | $77.02万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $75.20万 | 0.88% | 17,435 | -35,533 | -67.1% | -$153.25万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $70.08万 | 0.82% | 14,018 | -30 | -0.2% | -$1,500 | 减仓 |
| AMZN | AMAZON COM INC | $68.40万 | 0.80% | 3,284 | -340 | -9.4% | -$7.08万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $64.93万 | 0.76% | 9,257 | 9,257 | — | $64.93万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $64.56万 | 0.75% | 10,391 | -1,280 | -11.0% | -$7.95万 | 减仓 |
| GOOGL | ALPHABET INC | $62.83万 | 0.73% | 2,185 | -575 | -20.8% | -$16.53万 | 减仓 |
| FLXR | TCW ETF TRUST | $58.82万 | 0.69% | 14,977 | -92,877 | -86.1% | -$364.73万 | 减仓 |
| DSI | ISHARES TR | $55.29万 | 0.65% | 4,562 | 1,612 | 54.6% | $19.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.30万 | 0.62% | 1,440 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $43.37万 | 0.51% | 4,536 | -407 | -8.2% | -$3.89万 | 减仓 |
| ESGE | ISHARES INC | $40.84万 | 0.48% | 8,981 | 2,412 | 36.7% | $10.97万 | 加仓 |
| INTF | ISHARES TR | $40.48万 | 0.47% | 10,390 | -46,804 | -81.8% | -$182.35万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $38.34万 | 0.45% | 7,569 | 1,515 | 25.0% | $7.67万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $35.70万 | 0.42% | 7,750 | 1,692 | 27.9% | $7.80万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $34.60万 | 0.40% | 10,760 | 10,760 | — | $34.60万 | 新建仓 |
| GOOG | ALPHABET INC | $33.71万 | 0.39% | 1,175 | -55 | -4.5% | -$1.58万 | 减仓 |
| USCA | DBX ETF TR | $32.05万 | 0.37% | 8,212 | -1,380 | -14.4% | -$5.39万 | 减仓 |
| USXF | ISHARES TR | $28.73万 | 0.34% | 5,205 | 5,205 | — | $28.73万 | 新建仓 |
| ORCL | ORACLE CORP | $27.92万 | 0.33% | 1,898 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $26.41万 | 0.31% | 2,917 | 2,917 | — | $26.41万 | 新建仓 |
| EUSB | ISHARES TR | $26.30万 | 0.31% | 6,045 | -20,468 | -77.2% | -$89.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $23.61万 | 0.28% | 736 | -1,130 | -60.6% | -$36.25万 | 减仓 |
| BILZ | PIMCO ETF TR | $23.25万 | 0.27% | 2,303 | 2,303 | — | $23.25万 | 新建仓 |
| EVUS | ISHARES TR | $23.10万 | 0.27% | 7,258 | 7,258 | — | $23.10万 | 新建仓 |
| SYSB | ISHARES TR | $22.84万 | 0.27% | 2,566 | 2,566 | — | $22.84万 | 新建仓 |
| PWRD | TCW ETF TRUST | $22.39万 | 0.26% | 2,290 | -225 | -8.9% | -$2.20万 | 减仓 |
| — | READING INTL INC | $2.09万 | 0.02% | 18,500 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,734 | -100.0% | -$74.54万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,774 | -100.0% | -$36.24万 | 清仓 |
| RWR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,068 | -100.0% | -$20.31万 | 清仓 |