Carolina Wealth Management Inc
GREENVILLE NC · SEC CIK 0002145383
$2.17亿2026Q2 申报市值
114持仓数
54.5%前十大占比 · 第一大 13.4%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $386.82万 | 1.78% | 35,453 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $447.34万 | 2.06% | 22,357 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $447.84万 | 2.06% | 18,431 | — | — | — | — |
| IWY | ISHARES TR | $456.67万 | 2.10% | 15,714 | — | — | — | — |
| SLYG | SPDR SERIES TRUST | $470.92万 | 2.17% | 39,530 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $485.06万 | 2.23% | 13,108 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $489.58万 | 2.25% | 6,648 | — | — | — | — |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $497.48万 | 2.29% | 44,071 | — | — | — | — |
| HEFA | ISHARES TR | $599.63万 | 2.76% | 127,784 | — | — | — | — |
| VBK | VANGUARD INDEX FDS | $935.44万 | 4.30% | 25,579 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $998.42万 | 4.59% | 63,179 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $1,576.35万 | 7.25% | 182,999 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $2,883.29万 | 13.26% | 909,270 | — | — | — | — |
| SCHG | SCHWAB STRATEGIC TR | $2,914.18万 | 13.41% | 861,164 | — | — | — | — |