IHT Wealth Management, LLC 13F 持仓 · 2026年Q2
IHT Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,236 只证券,申报市值合计 47.01 亿美元。前几大持仓:AAPL(2.94%)、SPYV(2.36%)、NVDA(2.14%)。本季前 25 大持仓中:新建仓 3 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $138.4M | 2.94% | 478,371 | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $111.2M | 2.36% | 1.8M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $100.6M | 2.14% | 502,653 | 减持 |
| 4 | SPYG | SPDR SERIES TRUST | $91.1M | 1.94% | 765,741 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $87.2M | 1.85% | 1.3M | 增持 |
| 6 | TSLA | TESLA INC | $81.1M | 1.73% | 192,857 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $77.1M | 1.64% | 104,657 | 新建仓 |
| 8 | USFR | WISDOMTREE TR | $68.9M | 1.47% | 1.4M | 减持 |
| 9 | SPYM | SPDR SERIES TRUST | $63.9M | 1.36% | 727,035 | 新建仓 |
| 10 | IVV | ISHARES TR | $63.6M | 1.35% | 84,992 | 减持 |
| 11 | SPY | SPDR S&P 500 ETF TR | $61.0M | 1.30% | 81,635 | 新建仓 |
| 12 | BUFR | FIRST TR EXCHNG TRADED FD VI | $51.6M | 1.10% | 1.4M | 减持 |
| 13 | MSFT | MICROSOFT CORP | $51.2M | 1.09% | 137,154 | 减持 |
| 14 | AMZN | AMAZON COM INC | $50.7M | 1.08% | 212,783 | 减持 |
| 15 | OMFL | INVESCO EXCH TRD SLF IDX FD | $49.1M | 1.05% | 716,998 | 增持 |
| 16 | IWM | ISHARES TR | $44.4M | 0.94% | 147,840 | 减持 |
| 17 | LLY | ELI LILLY & CO | $42.6M | 0.91% | 35,510 | 增持 |
| 18 | TLT | ISHARES TR | $42.9M | 0.91% | 496,288 | 减持 |
| 19 | XLK | SELECT SECTOR SPDR TR | $41.8M | 0.89% | 219,506 | 减持 |
| 20 | SPTI | SPDR SERIES TRUST | $41.6M | 0.88% | 1.5M | 增持 |
| 21 | AVEM | AMERICAN CENTY ETF TR | $40.7M | 0.87% | 421,788 | 减持 |
| 22 | BAI | BLACKROCK ETF TRUST | $38.0M | 0.81% | 720,220 | 增持 |
| 23 | YEAR | AB ACTIVE | $37.8M | 0.80% | 751,307 | 增持 |
| 24 | ASTS | AST SPACEMOBILE INC | $36.0M | 0.77% | 404,776 | 增持 |
| 25 | GOOGL | ALPHABET INC | $31.7M | 0.67% | 88,586 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR