VAUGHAN & Co SECURITIES, INC.
Ridgewood NJ · SEC CIK 0000805870
$1.93亿2026Q1 申报市值
58持仓数
81.5%前十大占比 · 第一大 12.8%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IWF 加仓+$31.08万
EXXON MOBIL CORP 新建仓+$22.65万
AAPL 加仓+$19.31万
AGG 加仓+$2.09万
2026Q1 卖出最多 按季末市值估算
HDV 减仓-$59.70万
ISCV 减仓-$52.53万
IEMG 减仓-$46.96万
IWO 减仓-$43.15万
IXN 减仓-$29.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | $2,465.52万 | 12.80% | 181,662 | -4,399 | -2.4% | -$59.70万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,326.55万 | 12.08% | 185,931 | -619 | -0.3% | -$7.75万 | 减仓 |
| IWF | ISHARES TR | $2,280.52万 | 11.84% | 53,483 | 729 | 1.4% | $31.08万 | 加仓 |
| IWO | ISHARES TR | $2,272.78万 | 11.80% | 72,425 | -1,375 | -1.9% | -$43.15万 | 减仓 |
| ISCV | ISHARES TR | $2,039.58万 | 10.59% | 293,423 | -7,557 | -2.5% | -$52.53万 | 减仓 |
| IEMG | ISHARES INC | $1,488.92万 | 7.73% | 213,465 | -6,733 | -3.1% | -$46.96万 | 减仓 |
| IEFA | ISHARES TR | $1,364.57万 | 7.08% | 150,731 | -85 | -0.1% | -$7,695 | 减仓 |
| IXN | ISHARES TR | $883.49万 | 4.59% | 88,375 | -2,911 | -3.2% | -$29.10万 | 减仓 |
| EFAV | ISHARES TR | $285.41万 | 1.48% | 31,237 | -474 | -1.5% | -$4.33万 | 减仓 |
| DES | WISDOMTREE TR | $282.10万 | 1.46% | 78,492 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $215.54万 | 1.12% | 8,493 | 761 | 9.8% | $19.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $207.50万 | 1.08% | 38,391 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.83万 | 0.73% | 2,150 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $133.92万 | 0.70% | 8,845 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $133.90万 | 0.70% | 24,435 | -111 | -0.5% | -$6,083 | 减仓 |
| IUSG | ISHARES TR | $126.75万 | 0.66% | 8,172 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $123.56万 | 0.64% | 1,900 | 1,900 | — | $123.56万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $113.11万 | 0.59% | 4,578 | -178 | -3.7% | -$4.40万 | 减仓 |
| IJS | ISHARES TR | $101.64万 | 0.53% | 8,581 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.92万 | 0.49% | 15,650 | -593 | -3.7% | -$3.60万 | 减仓 |
| IWN | ISHARES TR | $93.24万 | 0.48% | 4,918 | -41 | -0.8% | -$7,773 | 减仓 |
| GSK | GSK PLC | $93.12万 | 0.48% | 16,873 | -784 | -4.4% | -$4.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $90.44万 | 0.47% | 4,371 | -48 | -1.1% | -$9,931 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $82.52万 | 0.43% | 8,388 | -465 | -5.3% | -$4.57万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $80.85万 | 0.42% | 16,106 | -315 | -1.9% | -$1.58万 | 减仓 |
| EMN | EASTMAN CHEM CO | $79.82万 | 0.41% | 10,458 | -318 | -3.0% | -$2.43万 | 减仓 |
| OKE | ONEOK INC NEW | $78.96万 | 0.41% | 8,736 | -229 | -2.6% | -$2.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $77.03万 | 0.40% | 4,659 | -171 | -3.5% | -$2.83万 | 减仓 |
| AGG | ISHARES TR | $76.96万 | 0.40% | 7,752 | 211 | 2.8% | $2.09万 | 加仓 |
| OGE | OGE ENERGY CORP | $76.78万 | 0.40% | 16,009 | -101 | -0.6% | -$4,844 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.57万 | 0.38% | 3,035 | -106 | -3.4% | -$2.57万 | 减仓 |
| MMM | 3M CO | $71.96万 | 0.37% | 4,955 | -156 | -3.1% | -$2.27万 | 减仓 |
| IJT | ISHARES TR | $71.49万 | 0.37% | 4,940 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $71.03万 | 0.37% | 5,248 | -163 | -3.0% | -$2.21万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $67.62万 | 0.35% | 55,065 | -1,616 | -2.9% | -$1.98万 | 减仓 |
| PPL | PPL CORP | $64.05万 | 0.33% | 16,768 | -472 | -2.7% | -$1.80万 | 减仓 |
| VICI | VICI PPTYS INC | $64.05万 | 0.33% | 23,445 | -164 | -0.7% | -$4,480 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $61.91万 | 0.32% | 9,389 | -307 | -3.2% | -$2.02万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $60.89万 | 0.32% | 15,837 | -374 | -2.3% | -$1.44万 | 减仓 |
| CVS | CVS HEALTH CORP | $60.21万 | 0.31% | 8,384 | -344 | -3.9% | -$2.47万 | 减仓 |
| ABBV | ABBVIE INC | $59.61万 | 0.31% | 2,741 | -59 | -2.1% | -$1.28万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $58.94万 | 0.31% | 13,656 | -102 | -0.7% | -$4,402 | 减仓 |
| MTB | M & T BK CORP | $51.89万 | 0.27% | 2,510 | -115 | -4.4% | -$2.38万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $49.73万 | 0.26% | 3,498 | -106 | -2.9% | -$1.51万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $46.68万 | 0.24% | 5,795 | -233 | -3.9% | -$1.88万 | 减仓 |
| PFE | PFIZER INC | $43.27万 | 0.22% | 15,411 | -433 | -2.7% | -$1.22万 | 减仓 |
| DOW | DOW HLDGS INC | $42.01万 | 0.22% | 10,086 | -1,035 | -9.3% | -$4.31万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $39.51万 | 0.21% | 4,170 | -157 | -3.6% | -$1.49万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $36.08万 | 0.19% | 3,238 | -20 | -0.6% | -$2,228 | 减仓 |
| DHS | WISDOMTREE TR | $35.42万 | 0.18% | 3,243 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $34.53万 | 0.18% | 3,003 | -28 | -0.9% | -$3,220 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $32.46万 | 0.17% | 8,214 | -337 | -3.9% | -$1.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $29.96万 | 0.16% | 519 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $27.94万 | 0.15% | 21,780 | -693 | -3.1% | -$8,891 | 减仓 |
| ESML | ISHARES TR | $25.97万 | 0.13% | 5,524 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $25.53万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $23.22万 | 0.12% | 1,115 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $22.65万 | 0.12% | 1,335 | 1,335 | — | $22.65万 | 新建仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |