1834 INVESTMENT ADVISORS CO
Milwaukee WI · SEC CIK 0001138486
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $1,056.73万 | 1.20% | 82,232 | -3,114 | -3.6% | -$40.02万 | 减仓 |
| APA | APA CORPORATION | $1,074.13万 | 1.22% | 329,792 | -57,323 | -14.8% | -$186.70万 | 减仓 |
| AVGO | BROADCOM INC | $1,264.90万 | 1.43% | 33,485 | 549 | 1.7% | $20.74万 | 加仓 |
| IJJ | ISHARES TR | $1,383.64万 | 1.57% | 93,660 | -1,299 | -1.4% | -$19.19万 | 减仓 |
| GOOGL | ALPHABET INC | $1,519.59万 | 1.72% | 42,521 | 886 | 2.1% | $31.66万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,614.42万 | 1.83% | 344,888 | 23,090 | 7.2% | $108.08万 | 加仓 |
| IJK | ISHARES TR | $1,767.22万 | 2.00% | 150,402 | -1,209 | -0.8% | -$14.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,834.55万 | 2.08% | 49,181 | 1,273 | 2.7% | $47.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,940.34万 | 2.20% | 272,328 | 38,518 | 16.5% | $274.44万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,136.62万 | 2.42% | 351,475 | 48,079 | 15.8% | $292.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,298.44万 | 2.60% | 193,162 | 30,849 | 19.0% | $367.07万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,483.15万 | 2.81% | 421,015 | 38,039 | 9.9% | $224.35万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,519.23万 | 2.85% | 304,808 | 9,468 | 3.2% | $78.25万 | 加仓 |
| AAPL | APPLE INC | $2,586.17万 | 2.93% | 89,375 | -450 | -0.5% | -$13.02万 | 减仓 |
| IVE | ISHARES TR | $2,854.93万 | 3.23% | 125,735 | -9,442 | -7.0% | -$214.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,958.29万 | 3.35% | 43,073 | 5,967 | 16.1% | $409.82万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,625.21万 | 4.11% | 458,713 | 26,695 | 6.2% | $210.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,887.69万 | 4.40% | 667,988 | -22,221 | -3.2% | -$129.33万 | 减仓 |
| IVW | ISHARES TR | $4,407.65万 | 4.99% | 320,486 | -5,303 | -1.6% | -$72.93万 | 减仓 |