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

Schrum Private Wealth Management LLC

No.9174
最新持仓市值 (Q2 2026)
$9,619.1万
环比变动 Q1 2026
-$3,490.8万-26.6%
持仓股票数
109
新买入
13
加仓
31
减仓
57
清仓
30
持股不变
8
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
SSPDR标普500 ETFSPY
10.76%9.89%$1,034.7万1.9万股$1,296.5万2.0万股-1,201股-6.02%减仓
微软MSFT
7.25%4.84%$697.5万1.6万股$634.0万1.7万股-1,412股-8.24%减仓
苹果AAPL
3.92%4.61%$377.4万1.6万股$604.9万2.4万股-7,446股-31.24%减仓
台积电TSM
3.85%2.15%$370.2万7,744股$282.2万8,351股-607股-7.27%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
2.91%2.61%$279.6万2.1万股$342.1万2.2万股-1,014股-4.71%减仓
S道富SPYM
2.73%3.07%$263.0万3.9万股$402.4万5.3万股-1.4万股-26.68%减仓
IiShares安硕信托IVV
2.7%1.8%$259.7万3,714股$236.1万3,613股+101股+2.80%加仓
V先锋领航指数基金VOO
2.57%3.48%$247.1万4,640股$456.6万7,641股-3,001股-39.27%减仓
I景顺交易所交易基金信托RSP
2.42%1.96%$232.7万1.4万股$257.2万1.3万股+636股+4.75%加仓
应用材料AMAT
2%0.56%$192.1万2,657股$73.7万2,157股+500股+23.18%加仓
IiShares安硕信托ITOT
1.92%2.25%$184.5万1.3万股$295.5万2.1万股-7,446股-35.89%减仓
AMERICAN WTR WKS NEWAWK
1.85%0.92%$177.7万1.4万股$120.5万8,856股+4,888股+55.19%加仓
F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR
1.55%1.6%$149.3万2.2万股$209.5万2.6万股-3,730股-14.53%减仓
洛克希德马丁LMT
1.43%1.42%$138.0万2,904股$186.4万3,084股-180股-5.84%减仓
艾伯维ABBV
1.42%1.76%$136.8万7,975股$230.5万1.1万股-2,625股-24.76%减仓
百事可乐PEP
1.39%0.91%$133.7万8,243股$118.8万7,653股+590股+7.71%加仓
F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH
1.38%0.96%$132.9万1.3万股$125.5万1.1万股+1,286股+11.25%加仓
摩根大通JPM
1.38%2.44%$132.3万6,122股$320.3万1.1万股-4,768股-43.78%减仓
F第一信托交易所交易基金FXO
1.24%1.1%$119.0万2.6万股$144.5万2.6万股00.00%持仓不变
家得宝HD
1.21%0.85%$116.5万3,360股$110.8万3,368股-8股-0.24%减仓
雪佛龙CVX
1.19%1.1%$114.7万7,295股$144.1万6,964股+331股+4.75%加仓
强生JNJ
1.06%0.99%$102.4万6,512股$129.6万5,302股+1,210股+22.82%加仓
IiShares安硕·MSCIQUAL
1.01%1.12%$97.6万5,383股$146.5万7,638股-2,255股-29.52%减仓
V先锋领航指数基金VB
1%1.21%$96.5万4,056股$159.0万6,068股-2,012股-33.16%减仓
S道富SPYV
0.99%0.88%$94.9万1.9万股$115.9万2.0万股-1,029股-5.02%减仓
雅培ABT
0.96%0.87%$92.5万8,985股$114.4万1.1万股-2,160股-19.38%减仓
PALO ALTOPANW
0.95%1.07%$91.8万2,706股$140.5万8,766股-6,060股-69.13%减仓
V先锋领航国际股票指数基金VT
0.95%1.12%$91.3万7,243股$146.5万1.1万股-3,347股-31.61%减仓
IiShares安硕信托USMV
0.94%0.61%$90.7万1.1万股$79.9万8,611股+2,065股+23.98%加仓
麦当劳MCD
0.94%0.72%$90.5万3,545股$94.4万3,038股+507股+16.69%加仓
FFIRST TRUST CONSUMER STAPLES ALPHADEX FUNDFCA
0.93%0.73%$89.1万1.4万股$95.2万1.5万股-1,112股-7.44%减仓
F第一信托交易所交易基金FXD
0.87%0.69%$83.9万1.4万股$91.0万1.4万股-200股-1.41%减仓
宝洁PG
0.87%0.53%$83.5万5,223股$69.6万4,818股+405股+8.41%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.85%1.59%$81.7万2.6万股$208.3万7.5万股-4.8万股-64.77%减仓
V先锋领航全球基金VGT
0.83%1.54%$79.7万6,639股$201.6万2,889股+3,750股+129.80%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.82%0.93%$78.9万4,140股$121.8万5,664股-1,524股-26.91%减仓
埃森哲ACN
0.78%0.54%$75.5万6,085股$70.5万3,557股+2,528股+71.07%加仓
直觉外科ISRG
0.77%0.74%$74.0万1,669股$96.8万2,100股-431股-20.52%减仓
埃克森美孚XOM
0.77%0.89%$73.9万6,309股$116.0万6,840股-531股-7.76%减仓
雷神技术RTX
0.77%0.81%$73.7万6,275股$105.6万5,475股+800股+14.61%加仓
VisaV
0.73%1.57%$69.8万2,230股$206.0万6,815股-4,585股-67.28%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.72%0.54%$69.4万6,449股$70.6万5,639股+810股+14.36%加仓
英伟达NVDA
0.7%0.75%$67.7万5,477股$97.8万5,608股-131股-2.34%减仓
SSPDR道富系列信托SPYG
0.69%0.66%$66.8万8,029股$86.2万8,802股-773股-8.78%减仓
可口可乐KO
0.68%0.58%$65.2万9,957股$76.4万1.0万股-91股-0.91%减仓
思科CSCO
0.67%0.29%$64.9万5,547股$38.4万4,944股+603股+12.20%加仓
I景顺·S&P 500 GARP ETFSPGP
0.67%0.51%$64.1万6,241股$67.2万6,241股00.00%持仓不变
N新纪元能源NEE
0.61%0.43%$58.4万7,822股$56.7万6,104股+1,718股+28.15%加仓
AAlphabet Inc Class CGOOG
0.61%0.8%$58.3万2,782股$105.0万3,661股-879股-24.01%减仓
IiShares安硕信托IEFA
0.6%0.81%$57.3万7,214股$106.5万1.2万股-4,548股-38.67%减仓

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