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

Mowery & Schoenfeld Wealth Management, LLC

No.9372
最新持仓市值 (Q2 2026)
$7,338.4万
环比变动 Q1 2026
+$793.0万+12.1%
持仓股票数
363
新买入
36
加仓
25
减仓
18
清仓
24
持股不变
284
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
I景顺·RAFI US 1000 ETFPRF
9.51%7.66%$697.6万12.9万股$501.6万10.6万股+2.4万股+22.34%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
7.92%6.34%$581.4万2.0万股$414.9万2.0万股+414股+2.08%加仓
DDimensional维度ETF信托DFAC
5.55%5.45%$407.4万9.2万股$356.8万9.2万股00.00%持仓不变
苹果AAPL
5.47%5.37%$401.4万1.4万股$351.4万1.4万股+25股+0.18%加仓
英伟达NVDA
5.18%5.04%$379.8万1.9万股$330.0万1.9万股+60股+0.32%加仓
谷歌AGOOGL
4.94%4.31%$362.6万1.0万股$281.9万9,803股+343股+3.50%加仓
PProShares信托NOBL
3.78%3.97%$277.4万4.9万股$259.8万2.5万股+2.5万股+101.60%加仓
AAlphabet Inc Class CGOOG
3.31%2.82%$242.8万6,872股$184.6万6,435股+437股+6.79%加仓
微软MSFT
2.54%2.82%$186.2万4,992股$184.4万4,982股+10股+0.20%加仓
礼来LLY
2.47%2.12%$181.2万1,510股$138.9万1,510股00.00%持仓不变
IiShares安硕信托IJK
2.11%2.03%$155.1万1.3万股$132.8万1.3万股00.00%持仓不变
沃尔玛WMT
2.09%2.58%$153.6万1.4万股$168.6万1.4万股00.00%持仓不变
NNORTHERN LTS FD TR IIESN
1.87%$136.9万6.9万股$00股+6.9万股新买入
卡特彼勒CAT
1.49%1.11%$109.2万1,025股$72.6万1,025股00.00%持仓不变
VanEck ETF信托SMH
1.46%$107.0万1,632股$00股+1,632股新买入
亚马逊AMZN
1.3%1.09%$95.5万4,006股$71.3万3,425股+581股+16.96%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
1.03%1.15%$75.4万1.5万股$75.2万1.5万股00.00%持仓不变
IiShares安硕信托DVY
0.97%1.05%$71.0万4,545股$68.8万4,545股00.00%持仓不变
艾伯维ABBV
0.95%0.92%$69.9万2,778股$60.4万2,778股00.00%持仓不变
IiShares安硕信托IVV
0.94%0.92%$69.0万922股$60.2万922股00.00%持仓不变
VisaV
0.89%0.88%$65.6万1,913股$57.8万1,913股00.00%持仓不变
TTEXAS PACIFIC LAND CORPORATITPL
0.88%1.07%$64.3万1,470股$69.8万1,470股00.00%持仓不变
SSPDR标普500 ETFSPY
0.82%0.8%$60.1万805股$52.4万805股00.00%持仓不变
BBANK OF AMERBAC
0.81%0.77%$59.1万1.0万股$50.6万1.0万股00.00%持仓不变
Elevance健康ELV
0.8%0.68%$58.4万1,511股$44.2万1,511股00.00%持仓不变
甲骨文ORCL
0.75%0.84%$55.1万3,758股$55.3万3,758股00.00%持仓不变
贝莱德·INC COMBLK
0.75%0.84%$54.8万570股$54.8万570股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.74%0.77%$54.4万1,088股$50.2万1,048股+40股+3.82%加仓
特斯拉TSLA
0.71%0.7%$51.9万1,233股$45.8万1,233股00.00%持仓不变
摩根大通JPM
0.69%0.7%$51.0万1,558股$45.8万1,558股00.00%持仓不变
IiShares安硕·COREIJH
0.66%0.65%$48.6万6,300股$42.5万6,300股00.00%持仓不变
江森自控JCI
0.6%0.6%$44.0万3,010股$39.4万3,010股00.00%持仓不变
博通AVGO
0.58%0.53%$42.6万1,129股$34.9万1,129股00.00%持仓不变
I景顺自营指数基金BSCS
0.56%1.83%$40.8万1.6万股$119.5万4.8万股-3.2万股-65.82%减仓
LOWES COS COMLOW
0.53%0.64%$39.1万1,775股$41.9万1,775股00.00%持仓不变
MMANAGED PORTFOLIO SERLCR
0.53%0.57%$39.1万9,821股$37.2万9,969股-148股-1.48%减仓
北方信托NTRS
0.52%0.48%$38.3万2,201股$31.7万2,273股-72股-3.17%减仓
科磊KLAC
0.5%0.27%$36.8万1,220股$18.0万122股+1,098股+900.00%加仓
CORTEVA COMCTVA
0.48%0.53%$35.2万4,154股$34.8万4,154股00.00%持仓不变
QQNITY ELECTRONICS COMMON STOCKQ
0.47%0.37%$34.2万2,096股$24.2万2,096股00.00%持仓不变
美国运通AXP
0.4%0.41%$29.7万877股$26.5万877股00.00%持仓不变
阿斯利康AZN
0.4%0.47%$29.4万1,552股$30.6万1,552股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.39%$28.4万1,200股$00股+1,200股新买入
AMD超威AMD
0.39%0.15%$28.3万487股$9.9万487股00.00%持仓不变
I景顺QQQ信托VOO
0.37%0.32%$27.1万368股$20.7万358股+10股+2.79%加仓
林德LIN
0.36%0.39%$26.8万516股$25.6万516股00.00%持仓不变
TRAVELERS COSTRV
0.36%0.35%$26.1万790股$23.0万790股00.00%持仓不变
S嘉信策略信托SCHF
0.35%0.23%$25.6万9,257股$15.1万6,120股+3,137股+51.26%加仓
思科CSCO
0.35%0.26%$25.4万2,166股$16.8万2,166股00.00%持仓不变
伊顿ETN
0.34%0.32%$25.1万590股$21.1万590股00.00%持仓不变

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