13F 机构持仓

TOP Private Wealth LLC.

GLASTONBURY CT · SEC CIK 0002150231

2026Q22026Q1 更早 9 个季度 🔒
$1.04亿2026Q2 申报市值
139持仓数
70.7%前十大占比 · 第一大 17.6%
0 / 0新建仓 / 清仓
申报市值走势$1.04亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 17.6%
SPY 10.6%
SPYV 8.3%
XLI 7.7%
QQQ 5.9%
INVESCO S&P 5.3%
SPMD 5.2%
PAAA 4.0%
AGG 3.1%
JAAA 3.0%

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
KO COCA COLA COMPANY $810.00%1 —— — —
CHTR CHARTER COMMUNICATIONS $1420.00%1 —— — —
CRM SALESFORCE INC $1570.00%1 —— — —
PFE PFIZER INC $2650.00%11 —— — —
MRNA MODERNA INC $2800.00%4 —— — —
T AT&T INC $4970.00%24 —— — —
BBWI BATH & BODY $6250.00%27 —— — —
VSXY VICTORIAS SECRET $7510.00%9 —— — —
IBB ISHARES BIOTECHNOLOGY $7610.00%4 —— — —
NFLX NETFLIX INC $7850.00%11 —— — —
COST COSTCO WHOLESALE $9350.00%1 —— — —
NKE NIKE INC $1,1080.00%27 —— — —
CRSP CRISPR THERAPEUTICS $1,8540.00%34 —— — —
HD HOME DEPOT $2,1160.00%6 —— — —
RCL ROYAL CARIBBEAN $2,2230.00%7 —— — —
CIBR FIRST TRUST $2,2460.00%25 —— — —
IONQ IONQ INC $2,2900.00%43 —— — —
TSM TAIWAN SEMICONDUCTOR $2,3880.00%5 —— — —
DXJ WISDOMTREE JAPAN $2,4300.00%14 —— — —
AVGO BROADCOM INC $3,0220.00%8 —— — —
— INVESCO ENERGY $3,7270.00%110 —— — —
TFLR T ROWE $3,8820.00%77 —— — —
CSCO CISCO SYSTEMS $4,2290.00%36 —— — —
AVDE AVANTIS INTL $4,7960.00%54 —— — —
INTC INTEL CORP $5,3060.01%38 —— — —
FIDU FIDELITY MSCI $5,3070.01%53 —— — —
ARM ARM HOLDINGS $6,3820.01%18 —— — —
USIG ISHARES BROAD $8,4120.01%164 —— — —
EMLC VANECK JPM $9,1770.01%359 —— — —
FMHI FIRST TRUST $9,4160.01%194 —— — —
MBB ISHARES MBS $9,4520.01%100 —— — —
IXP ISHARES GLOBAL $9,6000.01%85 —— — —
VWOB VANGUARD EMERGING $9,6150.01%143 —— — —
IREN IREN LTD $1.09万0.01%239 —— — —
MRVL MARVELL TECHNOLOGY $1.10万0.01%37 —— — —
SEIQ SEI QIM $1.29万0.01%328 —— — —
ACWV ISHARES MSCI $1.31万0.01%109 —— — —
SPCX SPACE EXPLORATION $1.49万0.01%87 —— — —
IJH ISHARES CORE $1.59万0.02%206 —— — —
BCI ABRDN BLOOMBERG $1.60万0.02%718 —— — —
AXON AXON ENTERPRISE $1.68万0.02%30 —— — —
SPHY STATE STREET $1.91万0.02%815 —— — —
IUSG ISHARES S&P $1.99万0.02%106 —— — —
TRV TRAVELERS COS $2.01万0.02%61 —— — —
BNDX VANGUARD TOTAL $2.08万0.02%430 —— — —
ES EVERSOURCE ENERGY $2.12万0.02%293 —— — —
RSPU INVESCO S&P $2.16万0.02%267 —— — —
SLYG STATE STREET $2.17万0.02%182 —— — —
MDYV STATE STREET $2.24万0.02%236 —— — —
SPSM STATE STREET $2.25万0.02%390 —— — —
META META PLATFORMS $2.25万0.02%40 —— — —
SCHA SCHWAB US $2.29万0.02%635 —— — —
VHT VANGUARD HEALTH $2.33万0.02%78 —— — —
EPI WISDOMTREE INDIA $2.34万0.02%548 —— — —
QUAL ISHARES MSCI $2.43万0.02%111 —— — —
VWO VANGUARD FSTE $2.46万0.02%412 —— — —
BND VANGUARD TOTAL $2.53万0.02%345 —— — —
PI IMPINJ INC $2.55万0.02%178 —— — —
AMZN AMAZON COM $2.86万0.03%120 —— — —
MCHP MICROCHIP TECHNOLOGY $2.86万0.03%314 —— — —
SEIV SEI QIM $2.87万0.03%597 —— — —
FVD FIRST TRUST $2.89万0.03%599 —— — —
— DIMENSIONAL US $2.96万0.03%666 —— — —
DFUV DIMENSIONAL US $2.97万0.03%539 —— — —
SEIM SEI QIM $3.04万0.03%541 —— — —
ARCC ARES CAPITAL $3.10万0.03%1,671 —— — —
VBR VANGUARD SMALL $3.19万0.03%131 —— — —
AVUV AVANTIS U S $3.24万0.03%260 —— — —
PANW PALO ALTO $3.41万0.03%100 —— — —
FDN FIRST TRUST $3.65万0.04%138 —— — —
SCHP SCHWAB US $3.83万0.04%1,447 —— — —
CHD CHURCH & DWIGHT $3.93万0.04%406 —— — —
IHF ISHARES U S $4.07万0.04%735 —— — —
SCHX SCHWAB US $4.21万0.04%1,432 —— — —
SMCI SUPER MICRO $4.24万0.04%1,446 —— — —
IWD ISHARES RUSSELL $4.26万0.04%176 —— — —
HIG HARTFORD INSURANCE $4.61万0.04%348 —— — —
COIN COINBASE GLOBAL $4.69万0.05%321 —— — —
PULS PGIM ULTRA $4.81万0.05%970 —— — —
SPHQ INVESCO S&P $4.99万0.05%554 —— — —
CFA VICTORYSHARES US $5.78万0.06%585 —— — —
VEA VANGUARD FTSE $5.88万0.06%825 —— — —
EFC ELLINGTON FINANCIAL $6.40万0.06%4,700 —— — —
IWB ISHARES RUSSELL $6.56万0.06%160 —— — —
CI CIGNA GROUP $6.81万0.07%247 —— — —
MDYG STATE STREET $7.09万0.07%633 —— — —
OUT OUTFRONT MEDIA $7.18万0.07%2,193 —— — —
QTEC FIRST TRUST $8.37万0.08%250 —— — —
ITW ILLINOIS TOOL $8.74万0.08%323 —— — —
PBUS INVESCO MSCI $8.95万0.09%1,196 —— — —
CARR CARRIER GLOBAL $9.12万0.09%1,243 —— — —
IVE ISHARES S&P $9.59万0.09%423 —— — —
TSLA TESLA INC $9.63万0.09%229 —— — —
IWM ISHARES RUSSELL $10.18万0.10%339 —— — —
BBJP JPMORGAN BETABUILDERS $10.81万0.10%1,435 —— — —
OTIS OTIS WORLDWIDE $11.61万0.11%1,621 —— — —
ICSH ISHARES ULTRA $13.02万0.12%2,575 —— — —
VO VANGUARD MID $14.00万0.13%1,738 —— — —
ESGD ISHARES ESG $19.23万0.18%1,870 —— — —
VOO VANGUARD S&P $19.26万0.18%280 —— — —