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
V VISA INC $170.96万0.19%4,983 -217-4.2% -$7.45万 减仓
VBK VANGUARD INDEX FDS $169.69万0.19%4,640 42610.1% $15.58万 加仓
VBR VANGUARD INDEX FDS $168.32万0.19%6,927 71111.4% $17.28万 加仓
— EXXON MOBIL CORP $162.87万0.18%11,913 -436-3.5% -$5.96万 减仓
VNQ VANGUARD INDEX FDS $161.26万0.18%16,723 00.0% — 不变
XLV SELECT SECTOR SPDR TR $152.16万0.17%9,590 00.0% — 不变
PANW PALO ALTO NETWORKS INC $141.52万0.16%4,150 00.0% — 不变
WSM WILLIAMS SONOMA INC $138.18万0.16%5,928 -617-9.4% -$14.38万 减仓
WFC WELLS FARGO & CO $138.17万0.16%16,719 -565-3.3% -$4.67万 减仓
HD HOME DEPOT INC $136.70万0.15%3,876 -108-2.7% -$3.81万 减仓
VTR VENTAS INC $133.46万0.15%15,029 5543.8% $4.92万 加仓
MU MICRON TECHNOLOGY INC $132.97万0.15%1,152 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $131.99万0.15%1,411 513.8% $4.77万 加仓
P EVERPURE INC $125.35万0.14%15,910 00.0% — 不变
ABBV ABBVIE INC $119.78万0.14%4,760 -37-0.8% -$9,311 减仓
IJR ISHARES TR $116.73万0.13%7,871 00.0% — 不变
TSN TYSON FOODS INC $110.77万0.13%19,349 -35,550-64.8% -$203.52万 减仓
IVOO VANGUARD ADMIRAL FDS INC $110.29万0.12%8,458 -606-6.7% -$7.90万 减仓
SYY SYSCO CORP $105.31万0.12%12,600 00.0% — 不变
SHW SHERWIN WILLIAMS CO $103.30万0.12%3,000 00.0% — 不变
SO SOUTHERN CO $100.67万0.11%10,518 00.0% — 不变
IWD ISHARES TR $100.33万0.11%4,138 -27-0.6% -$6,546 减仓
AEP AMERICAN ELEC PWR CO INC $99.49万0.11%7,272 3214.6% $4.39万 加仓
KR KROGER CO $99.34万0.11%17,890 -4,879-21.4% -$27.09万 减仓
USRT ISHARES TR $98.86万0.11%14,878 00.0% — 不变
CFG CITIZENS FINL GROUP INC $98.56万0.11%14,066 8886.7% $6.22万 加仓
ORCL ORACLE CORP $95.11万0.11%6,490 -21-0.3% -$3,078 减仓
CAT CATERPILLAR INC $95.10万0.11%893 00.0% — 不变
STLD STEEL DYNAMICS INC $90.36万0.10%3,938 -210-5.1% -$4.82万 减仓
UNP UNION PAC CORP $85.74万0.10%3,152 -398-11.2% -$10.83万 减仓
VTWO VANGUARD SCOTTSDALE FDS $83.45万0.09%6,873 00.0% — 不变
MDLZ MONDELEZ INTL INC $83.12万0.09%14,371 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $82.43万0.09%1,644 583.7% $2.91万 加仓
NVO NOVO-NORDISK A S $82.12万0.09%17,129 2,52617.3% $12.11万 加仓
ITOT ISHARES TR $82.05万0.09%4,995 00.0% — 不变
GOOG ALPHABET INC $79.15万0.09%2,240 00.0% — 不变
INTC INTEL CORP $76.71万0.09%5,494 -181-3.2% -$2.53万 减仓
D DOMINION ENERGY INC $76.61万0.09%11,219 -14,288-56.0% -$97.57万 减仓
MMM 3M CO $75.94万0.09%4,690 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.08%1 00.0% — 不变
WMT WALMART INC $74.54万0.08%6,581 -159-2.4% -$1.80万 减仓
CBOE CBOE GLOBAL MKTS INC $74.50万0.08%3,070 00.0% — 不变
IWV ISHARES TR $73.81万0.08%1,731 00.0% — 不变
PEP PEPSICO INC $73.78万0.08%5,449 -183-3.2% -$2.48万 减仓
MLI MUELLER INDS INC $72.97万0.08%5,936 5169.5% $6.34万 加仓
VGT VANGUARD WORLD FD $72.24万0.08%6,044 -100-1.6% -$1.20万 减仓
ADP AUTOMATIC DATA PROCESSING IN $71.75万0.08%3,204 2,104191.3% $47.12万 加仓
FLIN FRANKLIN TEMPLETON ETF TR $71.64万0.08%20,141 -9,271-31.5% -$32.98万 减仓
EOG EOG RES INC $70.47万0.08%5,432 3,206144.0% $41.59万 加仓
SYK STRYKER CORPORATION $68.47万0.08%2,175 00.0% — 不变
CCL CARNIVAL CORP LTD $64.45万0.07%22,560 22,560— $64.45万 新建仓
HII HUNTINGTON INGALLS INDS INC $63.93万0.07%2,284 -199-8.0% -$5.57万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $61.11万0.07%11,607 -2,007-14.7% -$10.57万 减仓
COF CAPITAL ONE FINL CORP $58.82万0.07%2,932 00.0% — 不变
MKC MCCORMICK & CO INC $58.55万0.07%11,612 11,612— $58.55万 新建仓
ISRG INTUITIVE SURGICAL INC $57.94万0.07%1,457 00.0% — 不变
DHR DANAHER CORP DEL $57.85万0.07%3,037 1,16061.8% $22.10万 加仓
CB CHUBB LIMITED $57.65万0.07%1,692 643.9% $2.18万 加仓
SLB SLB LIMITED $57.52万0.07%12,372 3002.5% $1.39万 加仓
EMR EMERSON ELEC CO $55.71万0.06%3,892 -78-2.0% -$1.12万 减仓
FPE FIRST TR EXCH TRADED FD III $55.57万0.06%31,078 00.0% — 不变
ABT ABBOTT LABORATORIES $55.22万0.06%6,086 -65-1.1% -$5,898 减仓
HYMB SPDR SERIES TRUST $55.01万0.06%21,622 -302-1.4% -$7,683 减仓
BLK BLACKROCK INC $54.42万0.06%566 -38-6.3% -$3.65万 减仓
VRT VERTIV HOLDINGS CO $53.67万0.06%1,603 20915.0% $7.00万 加仓
APD AIR PRODUCTS AND CHEMICALS I $53.21万0.06%1,815 00.0% — 不变
ALB ALBEMARLE CORP $52.43万0.06%3,883 -365-8.6% -$4.93万 减仓
CCK CROWN HLDGS INC $51.75万0.06%4,628 3107.2% $3.47万 加仓
GEV GE VERNOVA INC $50.99万0.06%434 15253.9% $17.86万 加仓
CRM SALESFORCE INC $50.70万0.06%3,236 30710.5% $4.81万 加仓
PINS PINTEREST INC $49.08万0.06%23,339 2,33111.1% $4.90万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $48.34万0.05%966 00.0% — 不变
EL LAUDER ESTEE COS INC $45.77万0.05%5,797 -10,836-65.1% -$85.55万 减仓
IBM INTERNATIONAL BUSINESS MACHS $45.72万0.05%1,626 17211.8% $4.84万 加仓
IP INTERNATIONAL PAPER CO $43.81万0.05%11,500 00.0% — 不变
FBIZ FIRST BUSINESS FINL SVCS INC $43.04万0.05%6,813 410.6% $2,590 加仓
APH AMPHENOL CORP $43.02万0.05%2,440 2,440— $43.02万 新建仓
VEEV VEEVA SYS INC $42.93万0.05%2,419 1265.5% $2.24万 加仓
VRP INVESCO EXCH TRADED FD TR II $42.61万0.05%17,528 170.1% $413 加仓
EFX EQUIFAX INC $41.58万0.05%2,620 -542-17.1% -$8.60万 减仓
RTX RTX CORPORATION $40.79万0.05%2,150 00.0% — 不变
GE GE AEROSPACE $40.62万0.05%1,087 00.0% — 不变
ACN ACCENTURE PLC IRELAND $39.07万0.04%3,140 3,140— $39.07万 新建仓
COP CONOCOPHILLIPS $38.96万0.04%3,748 -457-10.9% -$4.75万 减仓
PNFP PINNACLE FINL PARTNERS INC $38.45万0.04%3,811 3,811— $38.45万 新建仓
SUB ISHARES TR $37.58万0.04%3,530 -101-2.8% -$1.08万 减仓
ZS ZSCALER INC $37.56万0.04%2,661 2,661— $37.56万 新建仓
SHM SPDR SERIES TRUST $37.30万0.04%7,776 -3,181-29.0% -$15.26万 减仓
XLE SELECT SECTOR SPDR TR $36.31万0.04%6,836 00.0% — 不变
SAN BANCO SANTANDER SA $36.02万0.04%26,100 00.0% — 不变
EEM ISHARES TR $34.89万0.04%5,100 00.0% — 不变
BAC BANK OF AMER CORP $34.75万0.04%6,098 791.3% $4,501 加仓
AON AON PLC $33.80万0.04%1,019 353.6% $1.16万 加仓
KHC KRAFT HEINZ CO $33.47万0.04%14,172 -7,728-35.3% -$18.25万 减仓
IWR ISHARES TR $33.40万0.04%3,028 00.0% — 不变
MS MORGAN STANLEY $33.40万0.04%1,598 00.0% — 不变
XLF SELECT SECTOR SPDR TR $32.24万0.04%6,014 00.0% — 不变
VTI VANGUARD INDEX FDS $32.08万0.04%867 00.0% — 不变
QQQ INVESCO QQQ TR $31.44万0.04%427 00.0% — 不变
DE DEERE & CO $28.86万0.03%455 00.0% — 不变