AmeriServ Wealth Advisors
Johnstown PA · SEC CIK 0001102062
$1.57亿2026Q1 申报市值
59持仓数
81.6%前十大占比 · 第一大 47.9%
3 / 3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
EXXON MOBIL CORP 新建仓+$34.19万
MQY 新建仓+$22.61万
CVX 新建仓+$21.02万
PM 加仓+$3.62万
EXC 加仓+$3.21万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$222.41万
IEF 减仓-$120.04万
IEI 减仓-$109.76万
QLD 清仓-$99.10万
SSO 清仓-$94.83万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $7,501.64万 | 47.88% | 125,540 | -3,722 | -2.9% | -$222.41万 | 减仓 |
| IEF | ISHARES TR | $1,468.35万 | 9.37% | 153,851 | -12,578 | -7.6% | -$120.04万 | 减仓 |
| IEI | ISHARES TR | $1,428.63万 | 9.12% | 120,458 | -9,255 | -7.1% | -$109.76万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $583.51万 | 3.72% | 99,678 | -8,350 | -7.7% | -$48.88万 | 减仓 |
| IGSB | ISHARES TR | $496.18万 | 3.17% | 94,402 | -9,482 | -9.1% | -$49.84万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $330.94万 | 2.11% | 59,785 | -6,305 | -9.5% | -$34.90万 | 减仓 |
| — | AMERISERV FINL INC | $321.85万 | 2.05% | 889,090 | 381 | 0.0% | $1,379 | 加仓 |
| LLY | ELI LILLY & CO | $257.90万 | 1.65% | 2,804 | -127 | -4.3% | -$11.68万 | 减仓 |
| AAPL | APPLE INC | $223.82万 | 1.43% | 8,819 | -133 | -1.5% | -$3.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $178.41万 | 1.14% | 10,230 | -333 | -3.2% | -$5.81万 | 减仓 |
| IWM | ISHARES TR | $158.42万 | 1.01% | 6,388 | -589 | -8.4% | -$14.61万 | 减仓 |
| IGIB | ISHARES TR | $146.86万 | 0.94% | 27,594 | -3,767 | -12.0% | -$20.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $134.31万 | 0.86% | 2,327 | -350 | -13.1% | -$20.20万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $129.63万 | 0.83% | 25,941 | -518 | -2.0% | -$2.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $116.95万 | 0.75% | 8,800 | -771 | -8.1% | -$10.25万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $113.31万 | 0.72% | 24,692 | -2,116 | -7.9% | -$9.71万 | 减仓 |
| WMT | WALMART INC | $106.12万 | 0.68% | 8,539 | -385 | -4.3% | -$4.78万 | 减仓 |
| GLD | SPDR GOLD TR | $85.24万 | 0.54% | 1,981 | -35 | -1.7% | -$1.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $85.03万 | 0.54% | 2,297 | -79 | -3.3% | -$2.92万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $84.97万 | 0.54% | 28,183 | -18,651 | -39.8% | -$56.23万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $76.87万 | 0.49% | 4,753 | -710 | -13.0% | -$11.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.53万 | 0.48% | 758 | -20 | -2.6% | -$1.99万 | 减仓 |
| IVV | ISHARES TR | $75.38万 | 0.48% | 1,154 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.08万 | 0.45% | 1,093 | -706 | -39.2% | -$45.91万 | 减仓 |
| IWR | ISHARES TR | $70.38万 | 0.45% | 7,239 | -1,013 | -12.3% | -$9.85万 | 减仓 |
| UNG | UNITED STS NAT GAS FD LP | $70.38万 | 0.45% | 60,000 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $67.96万 | 0.43% | 1,667 | -874 | -34.4% | -$35.63万 | 减仓 |
| HYG | ISHARES TR | $66.54万 | 0.42% | 8,364 | -321 | -3.7% | -$2.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $66.04万 | 0.42% | 10,007 | 278 | 2.9% | $1.83万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.58万 | 0.36% | 2,719 | 131 | 5.1% | $2.73万 | 加仓 |
| V | VISA INC | $56.55万 | 0.36% | 1,871 | -68 | -3.5% | -$2.06万 | 减仓 |
| EXC | EXELON CORP | $56.07万 | 0.36% | 11,439 | 655 | 6.1% | $3.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $54.20万 | 0.35% | 8,848 | -776 | -8.1% | -$4.75万 | 减仓 |
| AMZN | AMAZON COM INC | $53.05万 | 0.34% | 2,547 | -123 | -4.6% | -$2.56万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $52.59万 | 0.34% | 4,744 | -1,170 | -19.8% | -$12.97万 | 减仓 |
| BA | BOEING CO | $48.11万 | 0.31% | 2,417 | -390 | -13.9% | -$7.76万 | 减仓 |
| GOOGL | ALPHABET INC | $44.11万 | 0.28% | 1,534 | -77 | -4.8% | -$2.21万 | 减仓 |
| FNB | F N B CORP | $42.16万 | 0.27% | 25,218 | -455 | -1.8% | -$7,608 | 减仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $39.70万 | 0.25% | 33,281 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $38.90万 | 0.25% | 1,356 | -100 | -6.9% | -$2.87万 | 减仓 |
| NUE | NUCOR CORP | $38.84万 | 0.25% | 2,297 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.15万 | 0.24% | 1,263 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.43万 | 0.23% | 7,379 | -1,549 | -17.3% | -$7.65万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.10万 | 0.22% | 1,257 | -248 | -16.5% | -$6.93万 | 减仓 |
| — | EXXON MOBIL CORP | $34.19万 | 0.22% | 2,015 | 2,015 | — | $34.19万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $34.03万 | 0.22% | 2,599 | 139 | 5.7% | $1.82万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $32.52万 | 0.21% | 2,218 | -507 | -18.6% | -$7.43万 | 减仓 |
| INTC | INTEL CORP | $30.99万 | 0.20% | 7,022 | -612 | -8.0% | -$2.70万 | 减仓 |
| DIVB | ISHARES TR | $27.84万 | 0.18% | 5,161 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.23万 | 0.17% | 1,647 | 219 | 15.3% | $3.62万 | 加仓 |
| MCD | MCDONALDS CORP | $26.51万 | 0.17% | 853 | -90 | -9.5% | -$2.80万 | 减仓 |
| BAC | BANK AMERICA CORP | $23.28万 | 0.15% | 4,776 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $22.61万 | 0.14% | 20,591 | 20,591 | — | $22.61万 | 新建仓 |
| META | META PLATFORMS INC | $22.54万 | 0.14% | 394 | -41 | -9.4% | -$2.35万 | 减仓 |
| HD | HOME DEPOT INC | $22.23万 | 0.14% | 676 | 81 | 13.6% | $2.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.75万 | 0.14% | 1,487 | -146 | -8.9% | -$2.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.02万 | 0.13% | 1,016 | 1,016 | — | $21.02万 | 新建仓 |
| ABBV | ABBVIE INC | $20.18万 | 0.13% | 928 | -115 | -11.0% | -$2.50万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $17.83万 | 0.11% | 15,504 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -14,075 | -100.0% | -$99.10万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -16,373 | -100.0% | -$94.83万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -22,375 | -100.0% | -$23.47万 | 清仓 |