13FBOX
Hartmann Taylor Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Hartmann Taylor Wealth Management, LLC

No.8119 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.51亿
环比变动 Q1 2026
-$16.2万-0.1%
持仓股票数
54
新买入
0
加仓
0
减仓
10
清仓
0
持股不变
44
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
13.83%13.82%$2,088.5万10.6万股$2,089.6万10.7万股-60股-0.06%减仓
C资本集团成长ETFCGGR
10.91%10.93%$1,647.6万41.0万股$1,652.6万41.1万股-1,256股-0.31%减仓
C资本集团股息价值CCBG
9.18%9.17%$1,386.4万32.6万股$1,386.8万32.6万股-105股-0.03%减仓
CCAPITAL CORE BALANCEDCGBL
7.43%7.42%$1,122.4万32.6万股$1,122.4万32.6万股00.00%持仓不变
C资本集团固定收益ETF信托CGMU
5.87%5.86%$886.6万32.7万股$886.6万32.7万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
5.62%5.63%$848.8万11.3万股$851.4万11.3万股-351股-0.31%减仓
V先锋领航STAR基金VXUS
4.64%4.64%$701.0万9.1万股$701.1万9.1万股-11股-0.01%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
3.79%3.79%$572.7万22.8万股$572.7万22.8万股00.00%持仓不变
V先锋领航指数基金VB
2.98%2.98%$450.8万1.7万股$450.8万1.7万股00.00%持仓不变
C资本集团固定收益ETF信托BANFP
2.71%2.71%$409.7万15.6万股$409.7万15.6万股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
2.35%2.35%$355.2万5.0万股$355.9万5.0万股-104股-0.21%减仓
C资本集团固定收益ETF信托CGMS
2.1%2.09%$316.6万11.6万股$316.6万11.6万股00.00%持仓不变
DDimensional维度ETF信托DFAC
2.05%2.05%$309.3万8.0万股$309.3万8.0万股00.00%持仓不变
苹果AAPL
1.89%1.89%$285.4万1.1万股$285.4万1.1万股00.00%持仓不变
V先锋领航国际股票指数基金VT
1.87%1.87%$281.7万2.0万股$283.5万2.0万股-130股-0.63%减仓
DDimensional维度ETF信托DFCF
1.62%1.62%$244.7万5.8万股$244.7万5.8万股00.00%持仓不变
V先锋领航指数基金VV
1.58%1.58%$238.2万7,972股$238.2万7,972股00.00%持仓不变
CCAPITAL CONSERVATIVE ECGCV
1.48%1.5%$223.1万7.5万股$226.4万7.6万股-1,130股-1.49%减仓
DDimensional维度ETF信托DFSD
1.25%1.24%$188.2万3.9万股$188.2万3.9万股00.00%持仓不变
GGRAYSCALE DIGITAL LARGE CAP
1.21%1.22%$183.3万5.9万股$184.2万5.9万股-285股-0.48%减仓
DDimensional维度ETF信托DFNM
1.18%1.18%$178.5万3.7万股$178.5万3.7万股00.00%持仓不变
英伟达NVDA
1.02%1.02%$154.6万8,867股$154.6万8,867股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.02%1.02%$153.9万7,154股$153.9万7,154股00.00%持仓不变
微软MSFT
1%1%$151.1万4,082股$151.1万4,082股00.00%持仓不变
F富达·MERRIMACK STR TRFBND
0.97%0.97%$146.8万3.2万股$146.8万3.2万股00.00%持仓不变
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.97%0.97%$146.4万4.0万股$146.4万4.0万股00.00%持仓不变
帕兰提尔PLTR
0.81%0.81%$122.0万8,342股$122.1万8,346股-4股-0.05%减仓
亚马逊AMZN
0.73%0.73%$110.8万5,318股$110.8万5,318股00.00%持仓不变
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.62%0.62%$93.5万4.2万股$93.5万4.2万股00.00%持仓不变
谷歌AGOOGL
0.49%0.49%$73.9万2,569股$73.9万2,569股00.00%持仓不变
SSPDR黄金信托GLD
0.49%0.49%$73.8万1,715股$73.8万1,715股00.00%持仓不变
V先锋领航市政债券基金VCRM
0.45%0.45%$67.6万9,000股$67.6万9,000股00.00%持仓不变
好市多COST
0.44%0.44%$67.0万672股$67.0万672股00.00%持仓不变
V先锋领航指数基金VOO
0.39%0.39%$59.0万1,022股$59.0万1,022股00.00%持仓不变
GRAYSCALE BITCOIN TRUST ETFGBTC
0.39%0.39%$58.9万1.1万股$58.9万1.1万股00.00%持仓不变
DDimensional维度ETF信托DFIC
0.38%0.38%$57.0万1.6万股$57.0万1.6万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.34%0.34%$52.1万1,816股$52.1万1,816股00.00%持仓不变
G通用动力VTI
0.33%0.33%$50.4万1,570股$50.4万1,570股00.00%持仓不变
BUSINESS FIRST BANCSHARES INC COMBFST
0.33%0.33%$50.0万1.9万股$50.0万1.9万股00.00%持仓不变
IiShares白银信托SLV
0.32%0.32%$48.6万7,130股$48.6万7,130股00.00%持仓不变
NETFLIXNFLX
0.31%0.31%$47.5万4,945股$47.5万4,945股00.00%持仓不变
DDimensional维度ETF信托DUSB
0.3%0.3%$45.6万9,001股$45.6万9,001股00.00%持仓不变
万事达MA
0.3%0.3%$45.4万909股$45.4万909股00.00%持仓不变
C资本集团固定收益ETF信托CGCB
0.27%0.27%$40.5万1.5万股$40.5万1.5万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.24%0.24%$36.3万5,819股$36.3万5,819股00.00%持仓不变
礼来LLY
0.24%0.24%$36.0万391股$36.0万391股00.00%持仓不变
特斯拉TSLA
0.2%0.2%$29.7万800股$29.7万800股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.19%0.19%$28.1万7,205股$28.1万7,205股00.00%持仓不变
Meta平台META
0.18%0.18%$27.9万487股$27.9万487股00.00%持仓不变
阿斯麦ASML
0.17%0.17%$25.9万196股$25.9万196股00.00%持仓不变

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