TopTier Wealth Management, LLC

报告期 2026-03-31 · CIK 0002109367

持仓数

795

前50大市值合计

$119.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 108增持 21减持 21

方向

标的

Δ市值

现股数(环比)

增持

DLN WISDOMTREE TR

+$659.6K

105,737 +6%

增持

QQQ INVESCO QQQ TR

-$586.4K

18,158 +1%

增持

IJH ISHARES TR

+$579.8K

13,672 +163%

增持

BFEB INNOVATOR ETFS TRUST

+$575.3K

57,557 +29%

减持

PAPR INNOVATOR ETFS TRUST

-$452.0K

11,725 -50%

增持

IJR ISHARES TR

+$360.2K

21,586 +12%

增持

DGRW WISDOMTREE TR

+$346.1K

158,400 +4%

建仓

IGV ISHARES TR

+$330.8K

4,132

建仓

QQQM INVESCO EXCH TRADED FD TR II

+$326.8K

1,375

建仓

DDWM WISDOMTREE TR

+$275.0K

6,235

建仓

DXJ WISDOMTREE TR

+$260.2K

1,641

建仓

SPDW SPDR INDEX SHS FDS

+$258.5K

5,663

建仓

KLAC KLA CORP

+$237.5K

161

增持

WTV WISDOMTREE TR

+$237.1K

12,060 +24%

减持

EPS WISDOMTREE TR

-$222.9K

80,166 -0%

减持

NVDA NVIDIA CORPORATION

-$219.8K

11,626 -4%

增持

JCPB J P MORGAN EXCHANGE TRADED F

+$212.7K

36,204 +15%

建仓

TPYP TORTOISE CAPITAL SERIES TRUS

+$204.2K

4,820

建仓

FMAR FIRST TR EXCHNG TRADED FD VI

+$198.2K

4,088

建仓

UJAN INNOVATOR ETFS TRUST

+$195.9K

4,608

建仓

DLS WISDOMTREE TR

+$195.3K

2,396

建仓

EPI WISDOMTREE TR

+$191.3K

4,689

建仓

FJUN FIRST TR EXCHNG TRADED FD VI

+$189.2K

3,348

建仓

TJX TJX COS INC NEW

+$188.6K

1,181

建仓

AMAT APPLIED MATLS INC

+$183.7K

537

减持

VTI VANGUARD INDEX FDS

-$182.7K

9,691 -1%

建仓

PJUL INNOVATOR ETFS TRUST

+$181.9K

3,957

建仓

ZMAR INNOVATOR ETFS TRUST

+$180.7K

6,552

减持

UNH UNITEDHEALTH GROUP INC

-$179.7K

1,842 -10%

建仓

POWA INVESCO EXCH TRD SLF IDX FD

+$173.8K

2,017

建仓

POCT INNOVATOR ETFS TRUST

+$172.2K

3,994

减持

MDY STATE STR SPDR S&P MIDCAP 40

-$169.1K

2,130 -13%

建仓

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$169.0K

500

减持

DEM WISDOMTREE TR

-$168.4K

5,379 -42%

增持

FJAN FIRST TR EXCHNG TRADED FD VI

+$167.7K

7,546 +84%

建仓

ONEQ FIDELITY COMWLTH TR

+$160.8K

1,894

建仓

NOBL PROSHARES TR

+$159.0K

1,500

减持

DWMF WISDOMTREE TR

-$157.8K

5,015 -50%

建仓

GLW CORNING INC

+$151.6K

1,115

建仓

GE GE AEROSPACE

+$149.8K

528

建仓

TOL TOLL BROTHERS INC

+$149.0K

1,092

建仓

AJUL INNOVATOR ETFS TRUST

+$148.8K

5,131

增持

PXH INVESCO EXCH TRADED FD TR II

+$145.4K

41,409 +10%

建仓

PFEB INNOVATOR ETFS TRUST

+$143.5K

3,579

建仓

FAUG FIRST TR EXCHNG TRADED FD VI

+$142.6K

2,754

建仓

VIOV VANGUARD ADMIRAL FDS INC

+$141.2K

1,388

增持

QGRW WISDOMTREE TR

+$140.8K

38,906 +18%

减持

VOO VANGUARD INDEX FDS

-$140.6K

513 -28%

建仓

ITOT ISHARES TR

+$133.6K

938

建仓

UMAY INNOVATOR ETFS TRUST

+$132.1K

3,587

增持

SPY STATE STR SPDR S&P 500 ETF T

-$131.1K

7,313 +2%

增持

AAPL APPLE INC

-$130.1K

7,359 +0%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$128.4K

11,180 -13%

建仓

AIZ ASSURANT INC

+$123.9K

569

建仓

AEP AMERICAN ELEC PWR CO INC

+$123.0K

939

减持

KJAN INNOVATOR ETFS TRUST

-$121.0K

8,063 -27%

建仓

AVGO BROADCOM INC

+$118.5K

383

建仓

CMI CUMMINS INC

+$118.4K

220

建仓

MGK VANGUARD WORLD FD

+$118.3K

322

建仓

JNJ JOHNSON & JOHNSON

+$116.8K

478

增持

INTU INTUIT

-$116.7K

516 +1%

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$116.5K

607

建仓

MARM FIRST TR EXCHNG TRADED FD VI

+$116.3K

3,475

建仓

COF CAPITAL ONE FINL CORP

+$115.8K

635

建仓

AMP AMERIPRISE FINL INC

+$113.8K

256

建仓

RTX RTX CORPORATION

+$113.5K

588

建仓

DFEB FIRST TR EXCHNG TRADED FD VI

+$113.3K

2,391

建仓

NFLX NETFLIX INC.

+$113.2K

1,177

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$112.8K

2,936

建仓

UFEB INNOVATOR ETFS TRUST

+$112.4K

3,097

建仓

LLY ELI LILLY & CO

+$110.3K

120

建仓

COST COSTCO WHOLESALE CORPORATION

+$108.5K

109

建仓

ISMD NORTHERN LTS FD TR IV

+$106.0K

2,653

建仓

ISCB ISHARES TR

+$104.1K

1,600

建仓

SAP SAP SE

+$102.2K

597

建仓

IWM ISHARES TR

+$99.2K

400

建仓

GPIQ GOLDMAN SACHS ETF TR

+$99.0K

2,000

减持

FFEB FIRST TR EXCHNG TRADED FD VI

-$98.5K

16,611 -8%

建仓

WDC WESTERN DIGITAL CORP

+$97.9K

362

建仓

NAUG INNOVATOR ETFS TRUST

+$97.4K

3,364

建仓

SNX TD SYNNEX CORPORATION

+$97.0K

575

建仓

PGR PROGRESSIVE CORP

+$95.4K

481

建仓

SHY ISHARES TR

+$94.7K

1,147

建仓

ABBV ABBVIE INC

+$91.7K

422

建仓

EEM ISHARES TR

+$91.6K

1,612

减持

BDEC INNOVATOR ETFS TRUST

-$91.4K

49,002 -1%

建仓

UHS UNIVERSAL HLTH SVCS INC

+$90.4K

505

建仓

KFEB INNOVATOR ETFS TRUST

+$90.3K

3,214

增持

SLV ISHARES SILVER TR

+$89.4K

23,832 +0%

建仓

PJUN INNOVATOR ETFS TRUST

+$88.4K

2,113

减持

EES WISDOMTREE TR

+$88.1K

94,730 -0%

建仓

— TE CONNECTIVITY PLC

+$86.5K

414

建仓

IDV ISHARES TR

+$85.1K

2,000

建仓

BMY BRISTOL-MYERS SQUIBB CO

+$84.7K

1,397

建仓

NJUL INNOVATOR ETFS TRUST

+$84.5K

1,183

建仓

NKE NIKE INC

+$83.8K

1,586

建仓

FHN FIRST HORIZON CORPORATION

+$83.4K

3,664

减持

FDN FIRST TR EXCHANGE-TRADED FD

-$81.8K

2,296 -0%

建仓

QQQJ INVESCO EXCH TRADED FD TR II

+$81.7K

2,255

建仓

IWC ISHARES TR

+$79.8K

500

建仓

GD GENERAL DYNAMICS CORP

+$78.7K

229

减持

BOXX EA SERIES TRUST

-$78.6K

45,377 -2%

增持

MAGS LISTED FDS TR

-$78.2K

11,435 +2%

建仓

QMAR FIRST TR EXCHNG TRADED FD VI

+$77.3K

2,300

建仓

EFX EQUIFAX INC

+$76.9K

427

增持

META META PLATFORMS INC

-$76.6K

1,015 +2%

建仓

QJUN FIRST TR EXCHNG TRADED FD VI

+$73.7K

2,360

建仓

JPM JPMORGAN CHASE & CO

+$72.7K

247

建仓

MCK MCKESSON CORP

+$71.8K

建仓

IQDG WISDOMTREE TR

+$71.8K

1,788

减持

DES WISDOMTREE TR

+$70.8K

59,059 -4%

建仓

GOOGL ALPHABET INC

+$70.2K

244

增持

MSFT MICROSOFT CORP

-$68.1K

1,229 +14%

建仓

KMI KINDER MORGAN INC DEL

+$66.6K

1,986

建仓

PANW PALO ALTO NETWORKS INC

+$65.9K

411

建仓

UPS UNITED PARCEL SVCS INC

+$65.8K

669

减持

PJAN INNOVATOR ETFS TRUST

-$65.6K

36,858 -2%

减持

BUFF INNOVATOR ETFS TRUST

-$64.3K

19,172 -6%

建仓

F FORD MTR CO

+$64.2K

5,566

建仓

ISRG INTUITIVE SURGICAL INC

+$63.2K

137

减持

BUFR FIRST TR EXCHNG TRADED FD VI

-$62.5K

39,668 -3%

建仓

DJT TRUMP MEDIA & TECHNOLOGY GRO

+$62.2K

6,700

建仓

BIIB BIOGEN INC

+$61.6K

336

增持

USFR WISDOMTREE TR

+$61.6K

11,773 +12%

建仓

Q QNITY ELECTRONICS INC

+$61.0K

529

建仓

ZDEK INNOVATOR ETFS TRUST

+$60.0K

2,340

建仓

USMV ISHARES TR

+$59.5K

642

建仓

QCOM QUALCOMM INC

+$59.2K

460

建仓

NAPR INNOVATOR ETFS TRUST

+$58.6K

1,072

建仓

FDEC FIRST TR EXCHNG TRADED FD VI

+$58.4K

1,175

建仓

GAUG FIRST TR EXCHNG TRADED FD VI

+$56.7K

1,466

建仓

ARKK ARK ETF TR

+$55.1K

815

增持

ACVF ETF OPPORTUNITIES TRUST

-$54.5K

31,047 +0%

建仓

UOCT INNOVATOR ETFS TRUST

+$54.4K

1,423

减持

MS MORGAN STANLEY

-$52.8K

1,854 -8%

建仓

MA MASTERCARD INCORPORATED

+$52.4K

105

建仓

— EVEREST GROUP LTD

+$52.3K

160

建仓

IVV ISHARES TR

+$52.3K

增持

TSLA TESLA INC

-$51.9K

683 +0%

建仓

MCD MCDONALDS CORP

+$51.6K

166

建仓

RDDT REDDIT INC

+$51.2K

380

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$50.2K

1,568

建仓

LMT LOCKHEED MARTIN CORP

+$49.6K

建仓

DAL DELTA AIR LINES INC

+$48.3K

726

建仓

ORCL ORACLE CORP

+$48.3K

328

建仓

LAMR LAMAR ADVERTISING CO

+$48.1K

380

建仓

UMAR INNOVATOR ETFS TRUST

+$47.1K

1,186

建仓

— ON HLDG AG

+$47.1K

1,384

建仓

AXP AMERICAN EXPRESS CO

+$46.6K

154

建仓

VBR VANGUARD INDEX FDS

+$46.5K

214

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。