VAUGHAN & Co SECURITIES, INC.
Ridgewood NJ · SEC CIK 0000805870
$2.14亿2026Q2 申报市值
61持仓数
82.8%前十大占比 · 第一大 12.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$65.68万
IWD 新建仓+$21.75万
UNP 新建仓+$20.40万
GOOGL 新建仓+$20.01万
IEFA 加仓+$6.12万
2026Q2 卖出最多 按季末市值估算
IWO 减仓-$102.39万
IXN 减仓-$86.43万
IEMG 减仓-$62.81万
EXXON MOBIL CORP 清仓-$22.65万
ISCV 减仓-$19.49万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -1,900 | -100.0% | -$123.56万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,335 | -100.0% | -$22.65万 | 清仓 |
| GOOGL | ALPHABET INC | $20.01万 | 0.09% | 560 | 560 | — | $20.01万 | 新建仓 |
| UNP | UNION PAC CORP | $20.40万 | 0.10% | 750 | 750 | — | $20.40万 | 新建仓 |
| TU | TELUS CORPORATION | $21.69万 | 0.10% | 20,518 | -1,262 | -5.8% | -$1.33万 | 减仓 |
| IWD | ISHARES TR | $21.75万 | 0.10% | 897 | 897 | — | $21.75万 | 新建仓 |
| XT | ISHARES TR | $24.11万 | 0.11% | 2,918 | -75 | -2.5% | -$6,197 | 重新持有 |
| DOW | DOW HLDGS INC | $24.72万 | 0.12% | 9,034 | -1,052 | -10.4% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $26.57万 | 0.12% | 1,115 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $27.45万 | 0.13% | 5,213 | -582 | -10.0% | -$3.06万 | 减仓 |
| ESML | ISHARES TR | $29.93万 | 0.14% | 5,352 | -172 | -3.1% | -$9,620 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $30.28万 | 0.14% | 7,866 | -348 | -4.2% | -$1.34万 | 减仓 |
| DHS | WISDOMTREE TR | $31.41万 | 0.15% | 2,763 | -480 | -14.8% | -$5.46万 | 减仓 |
| BX | BLACKSTONE INC | $33.98万 | 0.16% | 2,888 | -115 | -3.8% | -$1.35万 | 减仓 |
| PFE | PFIZER INC | $34.33万 | 0.16% | 14,258 | -1,153 | -7.5% | -$2.78万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $36.65万 | 0.17% | 3,098 | -140 | -4.3% | -$1.66万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $37.95万 | 0.18% | 3,320 | -178 | -5.1% | -$2.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $38.00万 | 0.18% | 516 | -3 | -0.6% | -$2,209 | 减仓 |
| XNTK | SPDR SERIES TRUST | $39.06万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $45.46万 | 0.21% | 3,953 | -217 | -5.2% | -$2.50万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $47.43万 | 0.22% | 14,595 | -1,242 | -7.8% | -$4.04万 | 减仓 |
| MTB | M & T BK CORP | $57.36万 | 0.27% | 2,410 | -100 | -4.0% | -$2.38万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $57.88万 | 0.27% | 13,143 | -513 | -3.8% | -$2.26万 | 减仓 |
| PPL | PPL CORP | $58.45万 | 0.27% | 16,080 | -688 | -4.1% | -$2.50万 | 减仓 |
| VICI | VICI PPTYS INC | $59.31万 | 0.28% | 22,338 | -1,107 | -4.7% | -$2.94万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $64.03万 | 0.30% | 8,940 | -449 | -4.8% | -$3.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $64.44万 | 0.30% | 15,219 | -887 | -5.5% | -$3.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $65.68万 | 0.31% | 569 | 569 | — | $65.68万 | 新建仓 |
| ABBV | ABBVIE INC | $65.98万 | 0.31% | 2,622 | -119 | -4.3% | -$2.99万 | 减仓 |
| EMN | EASTMAN CHEM CO | $67.15万 | 0.31% | 10,026 | -432 | -4.1% | -$2.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $69.39万 | 0.32% | 4,186 | -185 | -4.2% | -$3.07万 | 减仓 |
| OKE | ONEOK INC NEW | $72.55万 | 0.34% | 8,345 | -391 | -4.5% | -$3.40万 | 减仓 |
| OGE | OGE ENERGY CORP | $74.70万 | 0.35% | 15,352 | -657 | -4.1% | -$3.20万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $76.88万 | 0.36% | 52,477 | -2,588 | -4.7% | -$3.79万 | 减仓 |
| MMM | 3M CO | $76.92万 | 0.36% | 4,751 | -204 | -4.1% | -$3.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $80.03万 | 0.37% | 4,424 | -235 | -5.0% | -$4.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.54万 | 0.38% | 2,864 | -171 | -5.6% | -$4.81万 | 减仓 |
| AGG | ISHARES TR | $81.56万 | 0.38% | 8,240 | 488 | 6.3% | $4.83万 | 加仓 |
| CVS | CVS HEALTH CORP | $82.22万 | 0.38% | 7,948 | -436 | -5.2% | -$4.51万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.92万 | 0.40% | 14,738 | -912 | -5.8% | -$5.25万 | 减仓 |
| GSK | GSK PLC | $85.08万 | 0.40% | 16,231 | -642 | -3.8% | -$3.37万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $85.51万 | 0.40% | 7,954 | -434 | -5.2% | -$4.67万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $88.17万 | 0.41% | 4,990 | -258 | -4.9% | -$4.56万 | 减仓 |
| IJT | ISHARES TR | $88.23万 | 0.41% | 4,940 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $107.70万 | 0.50% | 4,869 | -49 | -1.0% | -$1.08万 | 减仓 |
| VLO | VALERO ENERGY CORP | $113.47万 | 0.53% | 4,357 | -221 | -4.8% | -$5.76万 | 减仓 |
| IJS | ISHARES TR | $117.29万 | 0.55% | 8,581 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $135.85万 | 0.63% | 8,692 | -153 | -1.7% | -$2.39万 | 减仓 |
| IUSG | ISHARES TR | $153.38万 | 0.72% | 8,155 | -17 | -0.2% | -$3,197 | 减仓 |
| ISCG | ISHARES TR | $154.65万 | 0.72% | 23,597 | -838 | -3.4% | -$5.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $160.26万 | 0.75% | 2,146 | -4 | -0.2% | -$2,987 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $229.16万 | 1.07% | 38,391 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $245.06万 | 1.14% | 8,469 | -24 | -0.3% | -$6,945 | 减仓 |
| EFAV | ISHARES TR | $274.54万 | 1.28% | 31,301 | 64 | 0.2% | $5,613 | 加仓 |
| DES | WISDOMTREE TR | $318.77万 | 1.49% | 78,361 | -131 | -0.2% | -$5,329 | 减仓 |
| IXN | ISHARES TR | $1,190.41万 | 5.55% | 82,393 | -5,982 | -6.8% | -$86.43万 | 减仓 |
| IEFA | ISHARES TR | $1,461.89万 | 6.82% | 151,365 | 634 | 0.4% | $6.12万 | 加仓 |
| IEMG | ISHARES INC | $1,705.53万 | 7.95% | 205,883 | -7,582 | -3.6% | -$62.81万 | 减仓 |
| ISCV | ISHARES TR | $2,278.56万 | 10.63% | 290,935 | -2,488 | -0.8% | -$19.49万 | 减仓 |
| HDV | ISHARES TR | $2,494.67万 | 11.63% | 910,132 | 1,822 | 0.2% | $4.99万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,632.80万 | 12.28% | 185,552 | -379 | -0.2% | -$5.38万 | 减仓 |
| IWF | ISHARES TR | $2,641.41万 | 12.32% | 212,725 | -1,207 | -0.6% | -$14.99万 | 减仓 |
| IWO | ISHARES TR | $2,750.88万 | 12.83% | 69,826 | -2,599 | -3.6% | -$102.39万 | 减仓 |