1834 INVESTMENT ADVISORS CO
Milwaukee WI · SEC CIK 0001138486
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $4,040.48万 | 5.04% | 690,209 | 7,745 | 1.1% | $45.34万 | 加仓 |
| IVW | ISHARES TR | $3,685.00万 | 4.60% | 325,789 | -24,156 | -6.9% | -$273.23万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,424.61万 | 4.27% | 432,018 | 24,246 | 5.9% | $192.20万 | 加仓 |
| IVE | ISHARES TR | $2,854.27万 | 3.56% | 135,177 | -3,219 | -2.3% | -$67.97万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,443.93万 | 3.05% | 295,340 | 4,015 | 1.4% | $33.22万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,280.62万 | 2.85% | 382,976 | 32,865 | 9.4% | $195.71万 | 加仓 |
| AAPL | APPLE INC | $2,279.66万 | 2.84% | 89,825 | -2,981 | -3.2% | -$75.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,217.29万 | 2.77% | 37,106 | 881 | 2.4% | $52.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,773.41万 | 2.21% | 47,908 | -906 | -1.9% | -$33.54万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,716.61万 | 2.14% | 303,396 | 2,284 | 0.8% | $12.92万 | 加仓 |
| APA | APA CORPORATION | $1,642.92万 | 2.05% | 387,115 | 40,277 | 11.6% | $170.94万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,589.21万 | 1.98% | 162,313 | 38,688 | 31.3% | $378.80万 | 加仓 |
| IJK | ISHARES TR | $1,525.51万 | 1.90% | 151,611 | -2,037 | -1.3% | -$20.50万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,510.84万 | 1.89% | 321,798 | 45,716 | 16.6% | $214.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,498.25万 | 1.87% | 233,810 | -1,605 | -0.7% | -$10.28万 | 减仓 |
| IJJ | ISHARES TR | $1,258.21万 | 1.57% | 94,959 | -4,511 | -4.5% | -$59.77万 | 减仓 |
| GLD | SPDR GOLD TR | $1,214.64万 | 1.52% | 28,228 | 619 | 2.2% | $26.64万 | 加仓 |
| GOOGL | ALPHABET INC | $1,197.26万 | 1.49% | 41,635 | -1,250 | -2.9% | -$35.95万 | 减仓 |
| — | COTERRA ENERGY INC | $1,193.12万 | 1.49% | 339,533 | 10,388 | 3.2% | $36.50万 | 加仓 |
| MRK | MERCK & CO INC | $1,026.68万 | 1.28% | 85,346 | 2,051 | 2.5% | $24.67万 | 加仓 |
| AVGO | BROADCOM INC | $1,019.39万 | 1.27% | 32,936 | -494 | -1.5% | -$15.29万 | 减仓 |
| T | AT&T INC | $1,012.23万 | 1.26% | 349,165 | -64,910 | -15.7% | -$188.17万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $992.27万 | 1.24% | 163,607 | 3,065 | 1.9% | $18.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $979.95万 | 1.22% | 195,209 | -1,886 | -1.0% | -$9.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $955.53万 | 1.19% | 46,183 | 7,554 | 19.6% | $156.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $951.71万 | 1.19% | 38,934 | -622 | -1.6% | -$15.20万 | 减仓 |
| MO | ALTRIA GROUP INC | $893.95万 | 1.12% | 135,454 | -685 | -0.5% | -$4.52万 | 减仓 |
| TFC | TRUIST FINL CORP | $859.73万 | 1.07% | 187,020 | 2,992 | 1.6% | $13.75万 | 加仓 |
| PFE | PFIZER INC | $807.85万 | 1.01% | 287,695 | 9,408 | 3.4% | $26.42万 | 加仓 |
| CVS | CVS HEALTH CORP | $761.32万 | 0.95% | 106,004 | -12,043 | -10.2% | -$86.49万 | 减仓 |
| DG | DOLLAR GEN CORP | $726.84万 | 0.91% | 61,218 | -2,307 | -3.6% | -$27.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $693.19万 | 0.87% | 23,565 | -117 | -0.5% | -$3.44万 | 减仓 |
| EIX | EDISON INTL | $672.98万 | 0.84% | 91,962 | 51,685 | 128.3% | $378.23万 | 加仓 |
| CNH | CNH INDL N V | $670.11万 | 0.84% | 609,188 | 23,925 | 4.1% | $26.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $666.36万 | 0.83% | 198,734 | -53,340 | -21.2% | -$178.85万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $652.88万 | 0.81% | 56,394 | 163 | 0.3% | $1.89万 | 加仓 |
| HSY | HERSHEY CO | $649.86万 | 0.81% | 31,260 | 1,324 | 4.4% | $27.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $611.25万 | 0.76% | 113,089 | 4,270 | 3.9% | $23.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $609.90万 | 0.76% | 10,091 | -479 | -4.5% | -$28.95万 | 减仓 |
| AMZN | AMAZON COM INC | $589.76万 | 0.74% | 28,317 | -183 | -0.6% | -$3.81万 | 减仓 |
| F | FORD MTR CO | $555.18万 | 0.69% | 481,092 | 3,094 | 0.6% | $3.57万 | 加仓 |
| TGT | TARGET CORP | $542.47万 | 0.68% | 44,758 | 1,427 | 3.3% | $17.30万 | 加仓 |
| IVV | ISHARES TR | $540.38万 | 0.67% | 8,273 | -355 | -4.1% | -$23.19万 | 减仓 |
| ES | EVERSOURCE ENERGY | $511.92万 | 0.64% | 73,892 | 8,564 | 13.1% | $59.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $508.04万 | 0.63% | 29,131 | 23 | 0.1% | $4,011 | 加仓 |
| TXN | TEXAS INSTRS INC | $506.06万 | 0.63% | 26,067 | 328 | 1.3% | $6.37万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $496.46万 | 0.62% | 107,041 | 197 | 0.2% | $9,137 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $463.51万 | 0.58% | 111,894 | 15,550 | 16.1% | $64.41万 | 加仓 |
| USB | US BANCORP | $460.03万 | 0.57% | 88,451 | 14,219 | 19.2% | $73.95万 | 加仓 |
| SDY | SPDR SERIES TRUST | $453.72万 | 0.57% | 31,089 | -867 | -2.7% | -$12.65万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $444.30万 | 0.55% | 16,402 | 1,195 | 7.9% | $32.37万 | 加仓 |
| QCOM | QUALCOMM INC | $435.49万 | 0.54% | 33,816 | 661 | 2.0% | $8.51万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $424.71万 | 0.53% | 270,174 | 69,528 | 34.7% | $109.30万 | 加仓 |
| WU | WESTERN UN CO | $411.28万 | 0.51% | 471,116 | -14,632 | -3.0% | -$12.77万 | 减仓 |
| C | CITIGROUP INC | $387.22万 | 0.48% | 34,143 | -8,805 | -20.5% | -$99.86万 | 减仓 |
| IJS | ISHARES TR | $362.31万 | 0.45% | 30,588 | -638 | -2.0% | -$7.56万 | 减仓 |
| IJT | ISHARES TR | $353.37万 | 0.44% | 24,419 | -852 | -3.4% | -$12.33万 | 减仓 |
| TSN | TYSON FOODS INC | $351.74万 | 0.44% | 54,899 | 4,517 | 9.0% | $28.94万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $339.94万 | 0.42% | 37,712 | 222 | 0.6% | $2.00万 | 加仓 |
| PCAR | PACCAR INC | $339.29万 | 0.42% | 29,376 | 12,655 | 75.7% | $146.17万 | 加仓 |
| EFA | ISHARES TR | $334.13万 | 0.42% | 34,400 | -977 | -2.8% | -$9.49万 | 减仓 |
| O | REALTY INCOME CORP | $330.42万 | 0.41% | 54,008 | 14,274 | 35.9% | $87.33万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $324.25万 | 0.40% | 64,993 | 31,950 | 96.7% | $159.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $321.00万 | 0.40% | 22,224 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $307.03万 | 0.38% | 69,811 | -49,460 | -41.5% | -$217.53万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $302.26万 | 0.38% | 183,971 | 90,101 | 96.0% | $148.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $301.32万 | 0.38% | 4,633 | -107 | -2.3% | -$6.96万 | 减仓 |
| LLY | ELI LILLY & CO | $292.06万 | 0.36% | 3,175 | -20 | -0.6% | -$1.84万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $284.68万 | 0.36% | 97,894 | 394 | 0.4% | $1.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $281.63万 | 0.35% | 30,732 | -35,061 | -53.3% | -$321.30万 | 减仓 |
| IWO | ISHARES TR | $259.27万 | 0.32% | 8,262 | -46 | -0.6% | -$1.44万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $258.42万 | 0.32% | 1,176 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $251.64万 | 0.31% | 18,934 | -4,058 | -17.6% | -$53.93万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $249.08万 | 0.31% | 15,065 | -1,000 | -6.2% | -$16.53万 | 减仓 |
| ALLY | ALLY FINL INC | $247.36万 | 0.31% | 63,055 | -38,121 | -37.7% | -$149.55万 | 减仓 |
| CSCO | CISCO SYS INC | $240.50万 | 0.30% | 30,996 | -12,019 | -27.9% | -$93.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $217.47万 | 0.27% | 8,037 | -546 | -6.4% | -$14.77万 | 减仓 |
| SHYG | ISHARES TR | $212.57万 | 0.27% | 50,242 | 1,939 | 4.0% | $8.20万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $209.82万 | 0.26% | 3,402 | -5 | -0.1% | -$3,084 | 减仓 |
| — | EXXON MOBIL CORP | $209.52万 | 0.26% | 12,349 | -573 | -4.4% | -$9.72万 | 减仓 |
| KLAC | KLA CORP | $206.73万 | 0.26% | 1,404 | -51 | -3.5% | -$7.51万 | 减仓 |
| IWM | ISHARES TR | $206.54万 | 0.26% | 8,328 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $206.44万 | 0.26% | 32,156 | 1,302 | 4.2% | $8.36万 | 加仓 |
| META | META PLATFORMS INC | $191.43万 | 0.24% | 3,346 | -78 | -2.3% | -$4.46万 | 减仓 |
| OEF | ISHARES TR | $184.51万 | 0.23% | 5,801 | 1,675 | 40.6% | $53.28万 | 加仓 |
| IJH | ISHARES TR | $183.36万 | 0.23% | 27,153 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $171.27万 | 0.21% | 4,017 | -153 | -3.7% | -$6.52万 | 减仓 |
| KR | KROGER CO | $164.76万 | 0.21% | 22,769 | -19,980 | -46.7% | -$144.58万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $164.52万 | 0.21% | 6,393 | 509 | 8.7% | $13.10万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $161.77万 | 0.20% | 12,772 | 6,974 | 120.3% | $88.33万 | 加仓 |
| D | DOMINION ENERGY INC | $157.68万 | 0.20% | 25,507 | -57,622 | -69.3% | -$356.22万 | 减仓 |
| V | VISA INC | $157.16万 | 0.20% | 5,200 | -101 | -1.9% | -$3.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $148.33万 | 0.19% | 16,723 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $143.90万 | 0.18% | 7,809 | 83 | 1.1% | $1.53万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $140.60万 | 0.18% | 9,590 | 766 | 8.7% | $11.23万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $140.51万 | 0.18% | 11,844 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $137.60万 | 0.17% | 17,284 | -363 | -2.1% | -$2.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.51万 | 0.17% | 1,360 | 13 | 1.0% | $1.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $135.05万 | 0.17% | 6,216 | -85 | -1.3% | -$1.85万 | 减仓 |
| ASML | ASML HLDG NV | $133.14万 | 0.17% | 1,008 | -51 | -4.8% | -$6.74万 | 减仓 |