13FBOX
Schorn Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Schorn Wealth LLC

No.5011 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.82亿
环比变动 Q1 2026
+$5,122.6万+15.5%
持仓股票数
80
新买入
8
加仓
30
减仓
25
清仓
4
持股不变
17
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
WWisdomTree信托DGRW
15.57%13.61%$5,952.3万62.2万股$4,506.5万51.3万股+10.9万股+21.34%加仓
FIRST INDL RLTY TRFR
7.94%8.5%$3,036.1万49.8万股$2,814.9万50.4万股-6,124股-1.22%减仓
VanEck ETF信托SMH
7.22%4.96%$2,761.8万4.2万股$1,643.2万4.3万股-751股-1.75%减仓
V先锋领航·MALVERN FDSVTIP
6.65%7.63%$2,541.8万50.6万股$2,527.9万50.6万股-53股-0.01%减仓
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
6.57%7.48%$2,511.7万100.2万股$2,477.9万99.0万股+1.2万股+1.22%加仓
H哈特福德·FDS EXCHANGE TRADEDTRPA
6.52%7.45%$2,492.4万64.1万股$2,465.1万63.6万股+5,245股+0.82%加仓
SSPDR行业精选信托XLK
5.52%4.41%$2,111.1万11.1万股$1,459.0万11.0万股+1,027股+0.94%加仓
I景顺交易所交易基金信托EQWL
4.68%4.72%$1,790.4万13.9万股$1,562.1万13.6万股+3,220股+2.38%加仓
F富达Covington信托FFLC
4.34%4.16%$1,660.5万28.2万股$1,377.6万26.9万股+1.3万股+4.93%加仓
IiShares安硕·S&P 100 ETFIWO
3.47%3.36%$1,327.2万3.6万股$1,110.9万3.5万股+1,347股+3.86%加仓
F第一信托交易所交易基金FYC
2.98%2.84%$1,139.2万8.5万股$939.4万8.5万股+696股+0.82%加仓
IiShares安硕信托IVV
2.87%1.92%$1,096.0万1.5万股$634.7万9,716股+4,919股+50.63%加仓
IISHARES U.S. INSURANCE ETFIAK
2.44%2.41%$934.4万6.6万股$799.0万6.2万股+4,197股+6.74%加仓
DDBX ETF信托DBEF
1.93%1.94%$738.0万13.5万股$642.8万13.0万股+4,961股+3.81%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
1.89%1.85%$723.8万4.3万股$614.1万4.2万股+192股+0.45%加仓
I景顺交易所交易基金IISPMO
1.85%1.49%$709.1万4.4万股$492.8万4.4万股-59股-0.13%减仓
VANECK URANIUM AND NUCLEAR ETFNLR
1.13%1.37%$431.4万3.7万股$453.1万3.4万股+3,182股+9.35%加仓
博通AVGO
1.1%1.05%$421.8万1.1万股$346.4万1.1万股-26股-0.23%减仓
亚马逊AMZN
1%1.01%$381.7万1.6万股$335.7万1.6万股-103股-0.64%减仓
英伟达NVDA
0.93%0.85%$357.1万1.8万股$281.4万1.6万股+1,713股+10.62%加仓
苹果AAPL
0.9%0.91%$345.4万1.2万股$301.6万1.2万股+52股+0.44%加仓
特斯拉TSLA
0.83%0.85%$317.0万7,536股$280.2万7,536股00.00%持仓不变
SSPDR标普500 ETFSPY
0.76%1.68%$289.6万3,878股$557.7万8,575股-4,697股-54.78%减仓
谷歌AGOOGL
0.69%0.65%$264.5万7,401股$214.8万7,469股-68股-0.91%减仓
微软MSFT
0.67%0.72%$254.7万6,829股$237.7万6,421股+408股+6.35%加仓
SSPDR行业精选信托XLY
0.56%0.63%$213.6万2.0万股$207.5万1.9万股+1,215股+6.49%加仓
Meta平台META
0.49%0.57%$186.2万3,306股$189.9万3,320股-14股-0.42%减仓
FFLEXSHARES TRQLC
0.46%2.48%$176.8万2.0万股$821.8万10.5万股-8.5万股-81.29%减仓
美光科技MU
0.44%0.18%$168.4万1,459股$60.4万1,788股-329股-18.40%减仓
VVanEck Russia ETFBBH
0.42%0.47%$162.3万1.6万股$156.8万1.6万股-597股-3.68%减仓
摩根大通JPM
0.41%0.42%$154.9万4,733股$139.2万4,731股+2股+0.04%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
0.34%0.36%$131.8万2.9万股$119.9万2.9万股00.00%持仓不变
ShopifySHOP
0.31%0.35%$116.8万1.0万股$116.1万9,787股+440股+4.50%加仓
AALPS O SHRS U S SML CP QLTY DIV ETFOUSM
0.3%0.33%$114.3万2.4万股$109.2万2.5万股-928股-3.72%减仓
S道富SPYM
0.28%0.28%$106.1万1.2万股$92.4万1.2万股+9股+0.07%加仓
埃克森美孚XOM
0.27%0.38%$102.0万7,461股$126.5万7,458股+3股+0.04%加仓
RobinhoodHOOD
0.26%0.21%$100.5万1.0万股$69.5万1.0万股00.00%持仓不变
PUBLIC SVC ENTERPRISE COMPEG
0.26%0.29%$97.7万1.2万股$97.5万1.2万股00.00%持仓不变
空气化工APD
0.25%0.28%$94.1万3,209股$93.2万3,209股00.00%持仓不变
IiShares安硕信托IGRO
0.24%0.27%$93.5万1.1万股$88.8万1.1万股+27股+0.25%加仓
3M COMMMM
0.23%0.24%$88.0万5,434股$78.9万5,434股00.00%持仓不变
XXTRACKERS MSCI EUROPE HEDGED EQUITY ETFDBEU
0.23%0.26%$86.5万1.6万股$87.3万1.8万股-1,891股-10.55%减仓
GGlobal X·URANIUM ETFURA
0.22%0.31%$83.1万1.9万股$101.2万2.1万股-1,875股-8.97%减仓
CloudflareNET
0.22%0.2%$83.1万3,386股$64.7万3,136股+250股+7.97%加仓
EEA SERIES TRUST BURNEY US FACTOR ROTATION ETFBRNY
0.21%0.21%$78.5万1.3万股$68.7万1.4万股-598股-4.24%减仓
礼来LLY
0.19%0.17%$72.9万608股$55.9万608股00.00%持仓不变
帕兰提尔PLTR
0.19%0.26%$72.5万6,218股$86.2万5,894股+324股+5.50%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.19%0.2%$72.3万2,866股$66.8万3,684股-818股-22.20%减仓
IiShares安硕·GLOBAL ENERGY ETFIXC
0.16%0.22%$60.2万1.2万股$72.1万1.3万股-269股-2.15%减仓
EEOS ENERGY ENTERPRISESEOSEW
0.15%0.16%$58.8万10.0万股$54.4万11.0万股-9,619股-8.77%减仓

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