13F 机构持仓

1834 INVESTMENT ADVISORS CO

Milwaukee WI · SEC CIK 0001138486

2026Q22026Q1 更早 9 个季度 🔒
$8.01亿2026Q1 申报市值
206持仓数
33.3%前十大占比 · 第一大 5.0%
5 / 5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

VGSH 5.0%
IVW 4.6%
VCSH 4.3%
IVE 3.6%
VCIT 3.0%
VGIT 2.8%
AAPL 2.8%
VOO 2.8%
MSFT 2.2%
SPYV 2.1%

2026Q1 买入最多 按季末市值估算

SPYG 加仓+$378.80万
EIX 加仓+$378.23万
VMBS 加仓+$214.64万
VGIT 加仓+$195.71万
VCSH 加仓+$192.20万

2026Q1 卖出最多 按季末市值估算

D 减仓-$356.22万
CCI 减仓-$345.54万
BIL 减仓-$321.30万
IVW 减仓-$273.23万
VIRT 减仓-$217.53万

2026Q1 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
ADBE ADOBE INC $00.00%0 -2,286-100.0% -$80.01万 清仓
RMD RESMED INC $00.00%0 -2,187-100.0% -$52.68万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -8,104-100.0% -$47.31万 清仓
CUBE CUBESMART $00.00%0 -10,207-100.0% -$36.80万 清仓
FAF FIRST AMERN FINL CORP $00.00%0 -3,791-100.0% -$23.29万 清仓
NI NISOURCE INC $21.47万0.03%4,601 -17,165-78.9% -$80.09万 减仓
TOL TOLL BROTHERS INC $21.63万0.03%1,585 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $22.35万0.03%1,100 00.0% — 不变
IWN ISHARES TR $23.51万0.03%1,240 00.0% — 不变
XLU SELECT SECTOR SPDR TR $24.26万0.03%5,286 00.0% — 不变
GEV GE VERNOVA INC $24.62万0.03%282 -295-51.1% -$25.75万 重新持有
QQQ INVESCO QQQ TR $24.65万0.03%427 427— $24.65万 新建仓
INTC INTEL CORP $25.04万0.03%5,675 -9,334-62.2% -$41.19万 减仓
DE DEERE & CO $25.63万0.03%455 00.0% — 不变
PFXF VANECK ETF TRUST $26.12万0.03%14,890 -1,128-7.0% -$1.98万 减仓
MS MORGAN STANLEY $26.30万0.03%1,598 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $26.86万0.03%1,836 301.7% $4,388 加仓
VTI VANGUARD INDEX FDS $27.81万0.03%867 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $28.80万0.04%2,508 -739-22.8% -$8.49万 减仓
EEM ISHARES TR $28.96万0.04%5,100 00.0% — 不变
BAC BANK AMERICA CORP $29.34万0.04%6,019 00.0% — 不变
SAN BANCO SANTANDER SA $29.44万0.04%26,100 00.0% — 不变
IWR ISHARES TR $29.44万0.04%3,028 00.0% — 不变
XLF SELECT SECTOR SPDR TR $29.69万0.04%6,014 -935-13.5% -$4.62万 减仓
GE GE AEROSPACE $30.85万0.04%1,087 00.0% — 不变
IXC ISHARES TR $31.61万0.04%5,487 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $31.66万0.04%5,045 -1,500-22.9% -$9.41万 减仓
AON AON PLC $31.76万0.04%984 -79-7.4% -$2.55万 减仓
KMX CARMAX INC $31.94万0.04%7,682 1,19618.4% $4.97万 加仓
EOG EOG RES INC $32.18万0.04%2,226 -186-7.7% -$2.69万 减仓
BBWI BATH & BODY WORKS INC $34.75万0.04%18,612 2,09212.7% $3.91万 加仓
VRT VERTIV HOLDINGS CO $34.93万0.04%1,394 1,394— $34.93万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $35.24万0.04%1,454 1,454— $35.24万 新建仓
DHR DANAHER CORP DEL $35.59万0.04%1,877 -111-5.6% -$2.10万 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $36.52万0.05%6,772 420.6% $2,265 加仓
SHV ISHARES TR $37.79万0.05%3,423 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $38.38万0.05%563 00.0% — 不变
PINS PINTEREST INC $38.53万0.05%21,008 -3,279-13.5% -$6.01万 减仓
SUB ISHARES TR $38.67万0.05%3,631 75126.1% $8.00万 重新持有
MU MICRON TECHNOLOGY INC $38.92万0.05%1,152 -120-9.4% -$4.05万 减仓
VEEV VEEVA SYS INC $40.28万0.05%2,293 -371-13.9% -$6.52万 减仓
IP INTERNATIONAL PAPER CO $41.05万0.05%11,500 00.0% — 不变
CCI CROWN CASTLE INC $41.35万0.05%5,085 -42,496-89.3% -$345.54万 减仓
RTX RTX CORPORATION $41.47万0.05%2,150 00.0% — 不变
XLE SELECT SECTOR SPDR TR $41.88万0.05%6,836 -400-5.5% -$2.45万 减仓
VRP INVESCO EXCH TRADED FD TR II $41.99万0.05%17,511 190.1% $456 加仓
CCK CROWN HLDGS INC $43.29万0.05%4,318 58915.8% $5.90万 加仓
TAP MOLSON COORS BEVERAGE CO $44.09万0.06%10,240 -2,168-17.5% -$9.34万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $46.29万0.06%966 00.0% — 不变
KHC KRAFT HEINZ CO $49.25万0.06%21,900 -6,711-23.5% -$15.09万 减仓
ITM VANECK ETF TRUST $51.76万0.06%11,148 00.0% — 不变
EMR EMERSON ELEC CO $52.02万0.06%3,970 00.0% — 不变
SHM SPDR SERIES TRUST $52.41万0.07%10,957 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $52.72万0.07%1,815 00.0% — 不变
CB CHUBB LTD SWITZ $53.06万0.07%1,628 -59-3.5% -$1.92万 减仓
COF CAPITAL ONE FINL CORP $53.49万0.07%2,932 -549-15.8% -$10.02万 减仓
VGT VANGUARD WORLD FD $53.59万0.07%768 00.0% — 不变
NVO NOVO-NORDISK A S $53.67万0.07%14,603 14,603— $53.67万 新建仓
HYMB SPDR SERIES TRUST $54.37万0.07%21,924 21,924— $54.37万 新建仓
CRM SALESFORCE INC $54.68万0.07%2,929 -305-9.4% -$5.69万 减仓
FPE FIRST TR EXCH TRADED FD III $55.16万0.07%31,078 00.0% — 不变
CCL CARNIVAL CORP $55.42万0.07%21,414 -3,877-15.3% -$10.03万 减仓
COP CONOCOPHILLIPS $55.51万0.07%4,205 -30-0.7% -$3,960 减仓
EFX EQUIFAX INC $56.94万0.07%3,162 -529-14.3% -$9.53万 减仓
BLK BLACKROCK INC $58.09万0.07%604 -14-2.3% -$1.35万 减仓
MLI MUELLER INDS INC $60.05万0.07%5,420 3,192143.3% $35.37万 加仓
SLB SLB LIMITED $62.04万0.08%12,072 -165-1.3% -$8,479 减仓
ABT ABBOTT LABORATORIES $63.15万0.08%6,151 00.0% — 不变
CAT CATERPILLAR INC $63.27万0.08%893 -7-0.8% -$4,959 减仓
IWV ISHARES TR $64.16万0.08%1,731 171.0% $6,302 加仓
GOOG ALPHABET INC $64.26万0.08%2,240 00.0% — 不变
PANW PALO ALTO NETWORKS INC $66.53万0.08%4,150 -145-3.4% -$2.32万 减仓
ISRG INTUITIVE SURGICAL INC $67.17万0.08%1,457 00.0% — 不变
MMM 3M CO $68.11万0.09%4,690 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $68.85万0.09%6,873 00.0% — 不变
ITOT ISHARES TR $71.14万0.09%4,995 00.0% — 不变
SYK STRYKER CORPORATION $71.46万0.09%2,175 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.09%1 00.0% — 不变
STLD STEEL DYNAMICS INC $74.66万0.09%4,148 00.0% — 不变
ALB ALBEMARLE CORP $76.26万0.10%4,248 -1,597-27.3% -$28.67万 减仓
TMO THERMO FISHER SCIENTIFIC INC $77.96万0.10%1,586 -23-1.4% -$1.13万 减仓
CFG CITIZENS FINL GROUP INC $79.03万0.10%13,178 1,41712.0% $8.50万 加仓
MDLZ MONDELEZ INTL INC $82.83万0.10%14,371 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $83.52万0.10%8,432 1,73325.9% $17.17万 加仓
WMT WALMART INC $83.76万0.10%6,740 1261.9% $1.57万 加仓
UNP UNION PAC CORP $86.14万0.11%3,550 10.0% $243 加仓
CBOE CBOE GLOBAL MKTS INC $86.29万0.11%3,070 00.0% — 不变
PEP PEPSICO INC $87.46万0.11%5,632 -84-1.5% -$1.30万 减仓
USRT ISHARES TR $88.06万0.11%14,878 00.0% — 不变
IWD ISHARES TR $88.99万0.11%4,165 -75-1.8% -$1.60万 减仓
SYY SYSCO CORP $89.88万0.11%12,600 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $91.11万0.11%6,951 -921-11.7% -$12.07万 减仓
P EVERPURE INC $93.93万0.12%15,910 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $94.33万0.12%2,483 -7-0.3% -$2,659 减仓
FTNT FORTINET INC $94.97万0.12%11,621 -1,222-9.5% -$9.99万 减仓
ORCL ORACLE CORP $95.78万0.12%6,511 00.0% — 不变
SHW SHERWIN WILLIAMS CO $96.17万0.12%3,000 00.0% — 不变
FLIN FRANKLIN TEMPLETON ETF TR $97.71万0.12%29,412 1,6235.8% $5.39万 加仓
IJR ISHARES TR $97.84万0.12%7,871 -50-0.6% -$6,216 减仓
AMD ADVANCED MICRO DEVICES INC $99.58万0.12%4,895 00.0% — 不变