13F 机构持仓

1834 INVESTMENT ADVISORS CO

Milwaukee WI · SEC CIK 0001138486

2026Q22026Q1 更早 9 个季度 🔒
$8.83亿2026Q2 申报市值
211持仓数
33.7%前十大占比 · 第一大 5.0%
13 / 8新建仓 / 清仓
申报市值走势$8.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 5.0%
VGSH 4.4%
VCSH 4.1%
VOO 3.4%
IVE 3.2%
AAPL 2.9%
VCIT 2.9%
VGIT 2.8%
SPYG 2.6%
SPYV 2.4%

2026Q2 买入最多 按季末市值估算

DVN 新建仓+$881.96万
CMCSA 新建仓+$434.16万
VOO 加仓+$409.82万
BBWI 加仓+$403.42万
SPYG 加仓+$367.07万

2026Q2 卖出最多 按季末市值估算

COTERRA ENERGY I 清仓-$1,193.12万
IVE 减仓-$214.39万
TSN 减仓-$203.52万
APA 减仓-$186.70万
LMT 减仓-$180.41万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
SYY SYSCO CORP $105.31万0.12%12,600 00.0% — 不变
IVOO VANGUARD ADMIRAL FDS INC $110.29万0.12%8,458 -606-6.7% -$7.90万 减仓
TSN TYSON FOODS INC $110.77万0.13%19,349 -35,550-64.8% -$203.52万 减仓
IJR ISHARES TR $116.73万0.13%7,871 00.0% — 不变
ABBV ABBVIE INC $119.78万0.14%4,760 -37-0.8% -$9,311 减仓
P EVERPURE INC $125.35万0.14%15,910 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $131.99万0.15%1,411 513.8% $4.77万 加仓
MU MICRON TECHNOLOGY INC $132.97万0.15%1,152 00.0% — 不变
VTR VENTAS INC $133.46万0.15%15,029 5543.8% $4.92万 加仓
HD HOME DEPOT INC $136.70万0.15%3,876 -108-2.7% -$3.81万 减仓
WFC WELLS FARGO & CO $138.17万0.16%16,719 -565-3.3% -$4.67万 减仓
WSM WILLIAMS SONOMA INC $138.18万0.16%5,928 -617-9.4% -$14.38万 减仓
PANW PALO ALTO NETWORKS INC $141.52万0.16%4,150 00.0% — 不变
XLV SELECT SECTOR SPDR TR $152.16万0.17%9,590 00.0% — 不变
VNQ VANGUARD INDEX FDS $161.26万0.18%16,723 00.0% — 不变
— EXXON MOBIL CORP $162.87万0.18%11,913 -436-3.5% -$5.96万 减仓
VBR VANGUARD INDEX FDS $168.32万0.19%6,927 71111.4% $17.28万 加仓
VBK VANGUARD INDEX FDS $169.69万0.19%4,640 42610.1% $15.58万 加仓
V VISA INC $170.96万0.19%4,983 -217-4.2% -$7.45万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $171.16万0.19%3,584 1735.1% $8.26万 加仓
BNY BANK OF NY MELLON CORP $171.28万0.19%11,844 00.0% — 不变
VOE VANGUARD INDEX FDS $171.91万0.19%8,700 89111.4% $17.61万 加仓
WSO WATSCO INC $190.15万0.22%4,563 4,563— $190.15万 新建仓
ASML ASML HLDG NV $191.58万0.22%963 -45-4.5% -$8.95万 减仓
FTNT FORTINET INC $193.32万0.22%12,584 9638.3% $14.79万 加仓
META META PLATFORMS INC $194.00万0.22%3,444 982.9% $5.52万 加仓
IWF ISHARES TR $199.35万0.23%16,055 -13-0.1% -$1,614 减仓
HST HOST HOTELS & RESORTS INC $201.90万0.23%85,140 85,140— $201.90万 新建仓
IJH ISHARES TR $208.04万0.24%26,979 -174-0.6% -$1.34万 减仓
SHYG ISHARES TR $218.98万0.25%51,633 1,3912.8% $5.90万 加仓
ALLY ALLY FINL INC $229.34万0.26%49,911 -13,144-20.8% -$60.40万 减仓
POR PORTLAND GEN ELEC CO $231.07万0.26%44,581 44,581— $231.07万 新建仓
MRVL MARVELL TECHNOLOGY INC $233.49万0.26%7,838 -594-7.0% -$17.69万 减仓
BBY BEST BUY INC $237.77万0.27%31,335 -821-2.6% -$6.23万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $238.92万0.27%3,397 -5-0.1% -$3,517 减仓
VOT VANGUARD INDEX FDS $242.77万0.28%7,926 1,53324.0% $46.96万 加仓
WTM WHITE MTNS INS GROUP LTD $243.88万0.28%1,176 00.0% — 不变
IWM ISHARES TR $249.59万0.28%8,307 -21-0.3% -$6,310 减仓
GIS GENERAL MILLS INC $250.53万0.28%71,993 37,006105.8% $128.78万 加仓
OEF ISHARES TR $253.59万0.29%6,931 1,13019.5% $41.34万 加仓
PM PHILIP MORRIS INTL INC $272.54万0.31%15,065 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $280.29万0.32%4,825 -70-1.4% -$4.07万 减仓
VTEB VANGUARD MUN BD FDS $316.26万0.36%62,527 -2,466-3.8% -$12.47万 减仓
UNH UNITEDHEALTH GROUP INC $322.11万0.36%7,750 -287-3.6% -$11.93万 减仓
PG PROCTER & GAMBLE CO $324.68万0.37%22,141 -83-0.4% -$1.22万 减仓
IWO ISHARES TR $325.49万0.37%8,262 00.0% — 不变
LMT LOCKHEED MARTIN CORP $333.71万0.38%6,550 -3,541-35.1% -$180.41万 减仓
LAMR LAMAR ADVERTISING CO $337.57万0.38%21,642 8,87069.4% $138.35万 加仓
CSCO CISCO SYS INC $338.94万0.38%28,856 -2,140-6.9% -$25.14万 减仓
SPY STATE STR SPDR S&P 500 ETF T $345.87万0.39%4,632 -1-0.0% -$747 减仓
EFA ISHARES TR $350.53万0.40%33,744 -656-1.9% -$6.81万 减仓
BIL SPDR SERIES TRUST $355.65万0.40%38,809 8,07726.3% $74.02万 加仓
XLK SELECT SECTOR SPDR TR $360.64万0.41%18,929 -5-0.0% -$953 减仓
CAG CONAGRA BRANDS INC $371.74万0.42%276,178 6,0042.2% $8.08万 加仓
O REALTY INCOME CORP $377.41万0.43%60,912 6,90412.8% $42.78万 加仓
LLY ELI LILLY & CO $380.86万0.43%3,175 00.0% — 不变
KLAC KLA CORP $381.39万0.43%12,641 -1,399-10.0% -$42.21万 减仓
WU WESTERN UN CO $384.97万0.44%499,965 28,8496.1% $22.21万 加仓
VIRT VIRTU FINL INC $393.34万0.45%66,030 -3,781-5.4% -$22.52万 减仓
PCAR PACCAR INC $394.17万0.45%32,815 3,43911.7% $41.31万 加仓
IJS ISHARES TR $407.95万0.46%29,847 -741-2.4% -$10.13万 减仓
SCHA SCHWAB STRATEGIC TR $419.87万0.48%116,210 18,31618.7% $66.18万 加仓
DOC HEALTHPEAK PROPERTIES INC $426.97万0.48%199,520 15,5498.5% $33.27万 加仓
IJT ISHARES TR $431.47万0.49%24,159 -260-1.1% -$4.64万 减仓
CMCSA COMCAST CORP NEW $434.16万0.49%176,848 176,848— $434.16万 新建仓
TROW PRICE T ROWE GROUP INC $443.05万0.50%38,970 1,2583.3% $14.30万 加仓
BBWI BATH & BODY WORKS INC $446.46万0.51%193,024 174,412937.1% $403.42万 加仓
C CITIGROUP INC $447.05万0.51%31,941 -2,202-6.4% -$30.82万 减仓
SDY SPDR SERIES TRUST $485.63万0.55%31,911 8222.6% $12.51万 加仓
UBSI UNITED BANKSHARES INC WEST V $497.58万0.56%108,564 -3,330-3.0% -$15.26万 减仓
FNF FIDELITY NATL FINL INC $502.88万0.57%106,633 -408-0.4% -$1.92万 减仓
QCOM QUALCOMM INC $520.71万0.59%28,178 -5,638-16.7% -$104.19万 减仓
TGT TARGET CORP $536.31万0.61%41,062 -3,696-8.3% -$48.27万 减仓
PSA PUBLIC STORAGE $539.25万0.61%16,941 5393.3% $17.16万 加仓
HSY HERSHEY CO $559.37万0.63%31,882 6222.0% $10.91万 加仓
USB US BANCORP $580.36万0.66%96,080 7,6298.6% $46.08万 加仓
CNH CNH INDL N V $588.59万0.67%524,119 -85,069-14.0% -$95.53万 减仓
F FORD MTR CO $591.95万0.67%425,860 -55,232-11.5% -$76.77万 减仓
KMI KINDER MORGAN INC DEL $599.61万0.68%187,553 -11,181-5.6% -$35.75万 减仓
IVV ISHARES TR $611.37万0.69%8,164 -109-1.3% -$8.16万 减仓
NVDA NVIDIA CORPORATION $616.10万0.70%30,791 1,6605.7% $33.21万 加仓
ES EVERSOURCE ENERGY $623.31万0.71%86,248 12,35616.7% $89.30万 加仓
TXN TEXAS INSTRS INC $642.25万0.73%21,547 -4,520-17.3% -$134.73万 减仓
T AT&T INC $648.72万0.74%313,389 -35,776-10.2% -$74.06万 减仓
WEC WEC ENERGY GROUP INC $659.39万0.75%56,469 750.1% $8,758 加仓
AMZN AMAZON COM INC $684.11万0.78%28,703 3861.4% $9.20万 加仓
DG DOLLAR GEN CORP $691.87万0.78%60,105 -1,113-1.8% -$12.81万 减仓
PFE PFIZER INC $697.91万0.79%289,830 2,1350.7% $5.14万 加仓
EIX EDISON INTL $716.99万0.81%96,305 4,3434.7% $32.33万 加仓
VZ VERIZON COMMUNICATIONS INC $736.40万0.83%173,925 -21,284-10.9% -$90.12万 减仓
JPM JPMORGAN CHASE & CO $748.23万0.85%22,859 -706-3.0% -$23.11万 减仓
CVX CHEVRON CORPORATION $752.46万0.85%45,395 -788-1.7% -$13.06万 减仓
VWO VANGUARD INTL EQUITY INDEX F $777.15万0.88%130,197 17,10815.1% $102.12万 加仓
DVN DEVON ENERGY CORP NEW $881.96万1.00%213,447 213,447— $881.96万 新建仓
JNJ JOHNSON & JOHNSON $923.21万1.05%36,351 -2,583-6.6% -$65.60万 减仓
TFC TRUIST FINL CORP $926.89万1.05%186,047 -973-0.5% -$4.85万 减仓
BMY BRISTOL-MYERS SQUIBB CO $947.24万1.07%164,395 7880.5% $4.54万 加仓
MO ALTRIA GROUP INC $970.86万1.10%134,922 -532-0.4% -$3.83万 减仓
GLD SPDR GOLD TR $1,040.62万1.18%28,248 200.1% $7,368 加仓
CVS CVS HEALTH CORP $1,046.44万1.19%101,154 -4,850-4.6% -$50.17万 减仓