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Wolff Financial Management LLC · 13F 持仓分析
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Wolff Financial Management LLC

No.4229 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.01亿
环比变动 Q1 2026
+$4,894.6万+10.8%
持仓股票数
106
新买入
4
加仓
39
减仓
24
清仓
1
持股不变
39
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·FTSEVEA
9.97%10.22%$5,001.5万70.2万股$4,626.6万72.2万股-2.0万股-2.77%减仓
V先锋领航指数基金VUG
9.68%8.98%$4,856.5万56.4万股$4,064.5万9.3万股+47.1万股+505.87%加仓
IiShares安硕信托DGRO
8.53%8.79%$4,277.4万56.4万股$3,976.6万56.7万股-2,257股-0.40%减仓
SSPDR道富系列信托SDY
7.99%8.38%$4,007.5万26.3万股$3,794.2万26.0万股+3,356股+1.29%加仓
V先锋领航指数基金VB
7.34%7.14%$3,680.9万12.1万股$3,231.5万12.3万股-1,944股-1.58%减仓
V先锋领航白厅基金VYM
7.02%7.33%$3,520.3万22.3万股$3,318.9万22.4万股-1,335股-0.60%减仓
V先锋领航斯科茨代尔基金BSV
6.64%7.01%$3,332.1万42.2万股$3,171.4万40.0万股+2.2万股+5.38%加仓
V先锋领航斯科茨代尔基金VGSH
5.96%6.18%$2,986.5万51.3万股$2,798.5万47.8万股+3.5万股+7.34%加仓
V先锋领航·MIDVO
5.9%5.81%$2,958.1万36.7万股$2,627.2万9.1万股+27.6万股+301.33%加仓
V先锋领航·MALVERN FDSVCRB
3.25%3.25%$1,631.2万21.1万股$1,469.3万19.0万股+2.1万股+11.22%加仓
V先锋领航指数基金VOT
2.66%2.34%$1,332.1万4.3万股$1,057.3万4.1万股+2,408股+5.86%加仓
礼来LLY
1.86%1.67%$932.2万7,772股$753.9万8,197股-425股-5.18%减仓
V先锋领航指数基金VBK
1.34%1.29%$671.6万1.8万股$583.1万1.9万股-928股-4.81%减仓
SSPDR道富指数基金SPEM
1.33%1.31%$666.0万12.9万股$594.7万12.7万股+1,856股+1.46%加仓
IINVESCO S&P 500 PURE GROWTH ETFRPG
1.29%1.05%$646.1万10.1万股$476.7万10.2万股-801股-0.79%减仓
V先锋领航全球基金VGT
1.04%0.88%$520.5万4.4万股$398.3万5,708股+3.8万股+662.91%加仓
苹果AAPL
1.01%0.99%$504.8万1.7万股$446.0万1.8万股-127股-0.72%减仓
卡特彼勒CAT
0.94%0.77%$472.8万4,440股$350.5万4,948股-508股-10.27%减仓
IiShares安硕信托HDV
0.87%0.95%$436.8万15.9万股$431.2万3.2万股+12.8万股+401.67%加仓
V先锋领航·SMALLVBR
0.75%0.79%$376.8万1.6万股$356.8万1.6万股-916股-5.58%减仓
史赛克SYK
0.61%0.67%$306.1万9,722股$304.7万9,272股+450股+4.85%加仓
微软MSFT
0.58%0.53%$290.7万7,792股$240.4万6,493股+1,299股+20.01%加仓
MMARZETTIMZTI
0.56%0.75%$279.4万2.4万股$338.5万2.4万股00.00%持仓不变
V先锋领航指数基金VOO
0.46%0.4%$230.2万3,126股$180.4万3,126股00.00%持仓不变
V先锋领航指数基金VTV
0.36%0.36%$182.8万8,387股$163.8万8,348股+39股+0.47%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.35%0.37%$175.5万8,880股$168.2万9,128股-248股-2.72%减仓
西部数据WDC
0.34%0.19%$169.8万2,659股$87.3万3,229股-570股-17.65%减仓
伯克希尔哈撒韦BRK.B
0.33%0.35%$165.3万3,304股$158.3万3,304股00.00%持仓不变
V先锋领航全球基金VDC
0.33%0.36%$165.0万7,317股$163.8万7,292股+25股+0.34%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.33%0.33%$164.8万6,966股$149.7万6,963股+3股+0.04%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.32%0.33%$159.2万1.5万股$148.4万1.5万股+47股+0.31%加仓
宝洁PG
0.3%0.32%$148.8万1.0万股$146.5万1.0万股+4股+0.04%加仓
Q高通QCOM
0.29%0.26%$144.3万7,811股$118.6万9,207股-1,396股-15.16%减仓
SSANDISK COMSNDK
0.28%0.15%$142.1万625股$68.3万1,075股-450股-41.86%减仓
应用材料AMAT
0.28%0.15%$142.1万1,965股$67.2万1,965股00.00%持仓不变
默沙东MRK
0.28%0.29%$139.9万1.1万股$133.3万1.1万股-199股-1.80%减仓
IiShares安硕信托DVY
0.28%0.3%$138.9万8,887股$134.4万8,880股+7股+0.08%加仓
麦当劳MCD
0.27%0.34%$133.8万4,951股$153.9万4,951股00.00%持仓不变
雪佛龙CVX
0.26%0.36%$131.0万7,903股$163.4万7,899股+4股+0.05%加仓
思科CSCO
0.25%0.18%$125.8万1.1万股$83.1万1.1万股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.22%0.21%$109.8万5,004股$95.9万5,000股+4股+0.08%加仓
美国电力AEP
0.22%0.23%$108.7万7,944股$104.1万7,944股00.00%持仓不变
辉瑞PFE
0.21%0.27%$105.1万4.4万股$122.2万4.4万股+116股+0.27%加仓
摩根大通JPM
0.21%0.21%$105.0万3,209股$94.4万3,209股00.00%持仓不变
VisaV
0.21%0.21%$104.7万3,050股$94.5万3,126股-76股-2.43%减仓
ALTRIAMO
0.21%0.21%$103.1万1.4万股$94.6万1.4万股+2股+0.01%加仓
V先锋领航市政债券基金VTEB
0.2%0.22%$101.9万2.0万股$100.0万2.0万股+97股+0.48%加仓
S嘉信策略信托SCHF
0.2%0.2%$99.7万3.6万股$88.5万3.6万股+216股+0.60%加仓
威瑞森VZ
0.2%0.26%$99.2万2.3万股$117.6万2.3万股+8股+0.03%加仓
S道富XLI
0.19%0.18%$95.5万5,156股$83.4万5,156股00.00%持仓不变

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