Wright Wealth LLC
- SEC CIK
- 0002046147
- 最新申報
- 2026/7/29
2026 年第 1 季到 2026 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 3 檔
- 估計 +$75.3 萬
- 加碼
- 21 檔
- 估計 +$540.4 萬
- 減碼
- 19 檔
- 估計 −$141.3 萬
- 清倉
- 0 檔
總值從 $1.49 億變成 $1.67 億（+$1,705 萬 (+11.4%)），持股從 51 檔變成 54 檔（+3）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Tidal Trust II88636J204 | 加碼– | 615,409594,133 | +21,276+3.6% | $1,893 萬$1,617 萬 | +$65.4 萬 | 11.4%10.8% | +0.55 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 320,794305,366 | +15,428+5.1% | $1,867 萬$1,788 萬 | +$89.8 萬 | 11.2%12.0% | −0.75 |
| AAPLApple Inc. | 減碼歷史 | 40,45540,557 | −102−0.3% | $1,171 萬$1,029 萬 | −$2.95 萬 | 7.0%6.9% | +0.14 |
| American Centy ETF Tr025072364 | 加碼– | 124,968120,142 | +4,826+4.0% | $967.5 萬$899.0 萬 | +$37.4 萬 | 5.8%6.0% | −0.20 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 125,618116,124 | +9,494+8.2% | $952.1 萬$815.0 萬 | +$72.0 萬 | 5.7%5.5% | +0.27 |
| Vanguard Malvern FDS922020805 | 加碼– | 181,857173,510 | +8,347+4.8% | $913.5 萬$866.7 萬 | +$41.9 萬 | 5.5%5.8% | −0.31 |
| Ea Series Trust02072L607 | 減碼– | 112,571123,110 | −10,539−8.6% | $820.6 萬$672.8 萬 | −$76.8 萬 | 4.9%4.5% | +0.43 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 114,160108,449 | +5,711+5.3% | $813.4 萬$694.9 萬 | +$40.7 萬 | 4.9%4.6% | +0.24 |
| American Centy ETF Tr025072877 | 加碼– | 59,50558,870 | +635+1.1% | $742.4 萬$650.3 萬 | +$7.92 萬 | 4.5%4.4% | +0.11 |
| WisdomTree Tr97717Y683 | 加碼– | 315,373302,130 | +13,243+4.4% | $714.3 萬$723.3 萬 | +$30.0 萬 | 4.3%4.8% | −0.55 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 10,0849,184 | +900+9.8% | $692.6 萬$548.8 萬 | +$61.8 萬 | 4.2%3.7% | +0.49 |
| NLYAnnaly Capital Management Inc | 加碼歷史 | 304,749287,049 | +17,700+6.2% | $681.4 萬$607.1 萬 | +$39.6 萬 | 4.1%4.1% | +0.03 |
| iShares Core MSCI Eafe ETF46432F842 | 加碼– | 55,13354,742 | +391+0.7% | $532.5 萬$495.6 萬 | +$3.78 萬 | 3.2%3.3% | −0.12 |
| Tidal Tr II88636J345 | 減碼– | 190,364194,149 | −3,785−1.9% | $485.9 萬$431.9 萬 | −$9.66 萬 | 2.9%2.9% | +0.03 |
| Tidal Trust II88636J816 | 減碼– | 142,155143,062 | −907−0.6% | $464.7 萬$404.6 萬 | −$2.96 萬 | 2.8%2.7% | +0.08 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 43,37042,453 | +917+2.2% | $381.1 萬$324.9 萬 | +$8.06 萬 | 2.3%2.2% | +0.11 |
| Tidal Tr II88636J105 | 加碼– | 141,559136,183 | +5,376+3.9% | $269.5 萬$256.7 萬 | +$10.2 萬 | 1.6%1.7% | −0.10 |
| GOOGAlphabet Inc. | 減碼歷史 | 7,1977,209 | −12−0.2% | $254.3 萬$206.8 萬 | −$4,239.73 | 1.5%1.4% | +0.14 |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | 減碼歷史 | 39,83439,849 | −150.0% | $199.6 萬$210.5 萬 | −$751.5 | 1.2%1.4% | −0.21 |
| GOOGLAlphabet Inc. | 減碼歷史 | 5,4455,464 | −19−0.3% | $194.6 萬$157.1 萬 | −$6,789.8 | 1.2%1.1% | +0.12 |
| UTGReaves Utility Income Fund | 不變歷史 | 44,80544,805 | 00.0% | $182.4 萬$176.0 萬 | $0 | 1.1%1.2% | −0.08 |
| JPCNuveen Preferred & Income Opportunities Fund | 加碼歷史 | 210,089194,179 | +15,910+8.2% | $165.6 萬$146.4 萬 | +$12.5 萬 | 1.0%1.0% | +0.01 |
| WisdomTree Tr97717Y790 | 減碼– | 17,71817,849 | −131−0.7% | $104.6 萬$93.1 萬 | −$7,735.55 | 0.6%0.6% | +0.01 |
| iShares Tr464288158 | 加碼– | 9,7608,766 | +994+11.3% | $103.9 萬$93.4 萬 | +$10.6 萬 | 0.6%0.6% | 0.00 |
| iShares Inc46434G764 | 減碼– | 9,33811,351 | −2,013−17.7% | $95.5 萬$89.3 萬 | −$20.6 萬 | 0.6%0.6% | −0.02 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 6,4836,530 | −47−0.7% | $88.6 萬$110.8 萬 | −$6,426.26 | 0.5%0.7% | −0.21 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 3,1262,968 | +158+5.3% | $74.0 萬$63.8 萬 | +$3.74 萬 | 0.4%0.4% | +0.02 |
| Dimensional ETF Trust25434V815 | 加碼– | 16,63016,497 | +133+0.8% | $64.5 萬$57.8 萬 | +$5,159.11 | 0.4%0.4% | 0.00 |
| DNNDenison Mines Corp. | 不變歷史 | 199,533199,533 | 00.0% | $61.1 萬$70.4 萬 | $0 | 0.4%0.5% | −0.10 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 1,8011,803 | −2−0.1% | $59.0 萬$53.0 萬 | −$654.66 | 0.4%0.4% | 0.00 |
| iShares Tr464288877 | 減碼– | 6,3656,510 | −145−2.2% | $48.7 萬$48.4 萬 | −$1.11 萬 | 0.3%0.3% | −0.03 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,0781,110 | −32−2.9% | $40.2 萬$41.1 萬 | −$1.19 萬 | 0.2%0.3% | −0.03 |
| BHPBHP Group Ltd | 不變歷史 | 4,7574,757 | 00.0% | $39.6 萬$34.6 萬 | $0 | 0.2%0.2% | +0.01 |
| RIORio Tinto PLC | 不變歷史 | 3,7013,701 | 00.0% | $35.1 萬$34.5 萬 | $0 | 0.2%0.2% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 3,0833,754 | −671−17.9% | $34.9 萬$46.7 萬 | −$7.60 萬 | 0.2%0.3% | −0.10 |
| NVDANVIDIA Corp | 加碼歷史 | 1,4811,294 | +187+14.5% | $29.6 萬$22.6 萬 | +$3.74 萬 | 0.2%0.2% | +0.03 |
| GLWCorning Inc | 新進歷史 | 1,1580 | +1,158 | $29.6 萬$0 | +$29.6 萬 | 0.2%0.0% | +0.18 |
| WELLWelltower Inc. | 不變歷史 | 1,2731,273 | 00.0% | $28.9 萬$25.2 萬 | $0 | 0.2%0.2% | +0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 956940 | +16+1.7% | $26.9 萬$22.8 萬 | +$4,501.44 | 0.2%0.2% | +0.01 |
| VZVerizon Communications Inc | 加碼歷史 | 6,2156,171 | +44+0.7% | $26.3 萬$31.0 萬 | +$1,862.96 | 0.2%0.2% | −0.05 |
| iShares Tr464287457 | 新進– | 3,0920 | +3,092 | $25.4 萬$0 | +$25.4 萬 | 0.2%0.0% | +0.15 |
| AMZNAmazon Com Inc | 不變歷史 | 1,0471,047 | 00.0% | $24.9 萬$21.8 萬 | $0 | 0.1%0.1% | 0.00 |
| EPDEnterprise Products Partners L.P. | 不變歷史 | 6,4506,450 | 00.0% | $23.7 萬$24.4 萬 | $0 | 0.1%0.2% | −0.02 |
| iShares Tr46434V282 | 減碼– | 3,1333,583 | −450−12.6% | $23.7 萬$23.6 萬 | −$3.40 萬 | 0.1%0.2% | −0.02 |
| PMPhilip Morris International Inc. | 不變歷史 | 1,2831,283 | 00.0% | $23.2 萬$21.2 萬 | $0 | 0.1%0.1% | 0.00 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 229251 | −22−8.8% | $23.2 萬$21.2 萬 | −$2.23 萬 | 0.1%0.1% | 0.00 |
| DUKDuke Energy CORP | 加碼歷史 | 1,8271,820 | +7+0.4% | $23.1 萬$23.8 萬 | +$886.06 | 0.1%0.2% | −0.02 |
| TAT&T Inc. | 減碼歷史 | 11,12011,229 | −109−1.0% | $23.0 萬$32.6 萬 | −$2,256.27 | 0.1%0.2% | −0.08 |
| SIVRabrdn Silver ETF Trust | 減碼歷史 | 3,8264,811 | −985−20.5% | $21.5 萬$34.4 萬 | −$5.54 萬 | 0.1%0.2% | −0.10 |
| RKLBRocket Lab Corp | 新進歷史 | 2,0000 | +2,000 | $20.3 萬$0 | +$20.3 萬 | 0.1%0.0% | +0.12 |
| iShares Russell 1000 Growth ETF464287614 | 減碼依 4 比 1 拆股換算– | 1,6321,984 | −352−17.7% | $20.3 萬$21.1 萬 | −$4.37 萬 | 0.1%0.1% | −0.02 |
| NTRNutrien Ltd. | 不變歷史 | 3,2163,216 | 00.0% | $20.2 萬$24.3 萬 | $0 | 0.1%0.2% | −0.04 |
| AEMAgnico Eagle Mines Ltd | 不變歷史 | 1,3001,300 | 00.0% | $20.2 萬$26.4 萬 | $0 | 0.1%0.2% | −0.06 |
| NXENexGen Energy Ltd. | 不變歷史 | 10,55510,555 | 00.0% | $9.91 萬$12.2 萬 | $0 | 0.1%0.1% | −0.02 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。