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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $4,407.65万 | 4.99% | 320,486 | -5,303 | -1.6% | -$72.93万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,887.69万 | 4.40% | 667,988 | -22,221 | -3.2% | -$129.33万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,625.21万 | 4.11% | 458,713 | 26,695 | 6.2% | $210.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,958.29万 | 3.35% | 43,073 | 5,967 | 16.1% | $409.82万 | 加仓 |
| IVE | ISHARES TR | $2,854.93万 | 3.23% | 125,735 | -9,442 | -7.0% | -$214.39万 | 减仓 |
| AAPL | APPLE INC | $2,586.17万 | 2.93% | 89,375 | -450 | -0.5% | -$13.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,519.23万 | 2.85% | 304,808 | 9,468 | 3.2% | $78.25万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,483.15万 | 2.81% | 421,015 | 38,039 | 9.9% | $224.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,298.44万 | 2.60% | 193,162 | 30,849 | 19.0% | $367.07万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,136.62万 | 2.42% | 351,475 | 48,079 | 15.8% | $292.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,940.34万 | 2.20% | 272,328 | 38,518 | 16.5% | $274.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,834.55万 | 2.08% | 49,181 | 1,273 | 2.7% | $47.49万 | 加仓 |
| IJK | ISHARES TR | $1,767.22万 | 2.00% | 150,402 | -1,209 | -0.8% | -$14.21万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,614.42万 | 1.83% | 344,888 | 23,090 | 7.2% | $108.08万 | 加仓 |
| GOOGL | ALPHABET INC | $1,519.59万 | 1.72% | 42,521 | 886 | 2.1% | $31.66万 | 加仓 |
| IJJ | ISHARES TR | $1,383.64万 | 1.57% | 93,660 | -1,299 | -1.4% | -$19.19万 | 减仓 |
| AVGO | BROADCOM INC | $1,264.90万 | 1.43% | 33,485 | 549 | 1.7% | $20.74万 | 加仓 |
| APA | APA CORPORATION | $1,074.13万 | 1.22% | 329,792 | -57,323 | -14.8% | -$186.70万 | 减仓 |
| MRK | MERCK & CO INC | $1,056.73万 | 1.20% | 82,232 | -3,114 | -3.6% | -$40.02万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,046.44万 | 1.19% | 101,154 | -4,850 | -4.6% | -$50.17万 | 减仓 |
| GLD | SPDR GOLD TR | $1,040.62万 | 1.18% | 28,248 | 20 | 0.1% | $7,368 | 加仓 |
| MO | ALTRIA GROUP INC | $970.86万 | 1.10% | 134,922 | -532 | -0.4% | -$3.83万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $947.24万 | 1.07% | 164,395 | 788 | 0.5% | $4.54万 | 加仓 |
| TFC | TRUIST FINL CORP | $926.89万 | 1.05% | 186,047 | -973 | -0.5% | -$4.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $923.21万 | 1.05% | 36,351 | -2,583 | -6.6% | -$65.60万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $881.96万 | 1.00% | 213,447 | 213,447 | — | $881.96万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $777.15万 | 0.88% | 130,197 | 17,108 | 15.1% | $102.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $752.46万 | 0.85% | 45,395 | -788 | -1.7% | -$13.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $748.23万 | 0.85% | 22,859 | -706 | -3.0% | -$23.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $736.40万 | 0.83% | 173,925 | -21,284 | -10.9% | -$90.12万 | 减仓 |
| EIX | EDISON INTL | $716.99万 | 0.81% | 96,305 | 4,343 | 4.7% | $32.33万 | 加仓 |
| PFE | PFIZER INC | $697.91万 | 0.79% | 289,830 | 2,135 | 0.7% | $5.14万 | 加仓 |
| DG | DOLLAR GEN CORP | $691.87万 | 0.78% | 60,105 | -1,113 | -1.8% | -$12.81万 | 减仓 |
| AMZN | AMAZON COM INC | $684.11万 | 0.78% | 28,703 | 386 | 1.4% | $9.20万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $659.39万 | 0.75% | 56,469 | 75 | 0.1% | $8,758 | 加仓 |
| T | AT&T INC | $648.72万 | 0.74% | 313,389 | -35,776 | -10.2% | -$74.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $642.25万 | 0.73% | 21,547 | -4,520 | -17.3% | -$134.73万 | 减仓 |
| ES | EVERSOURCE ENERGY | $623.31万 | 0.71% | 86,248 | 12,356 | 16.7% | $89.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $616.10万 | 0.70% | 30,791 | 1,660 | 5.7% | $33.21万 | 加仓 |
| IVV | ISHARES TR | $611.37万 | 0.69% | 8,164 | -109 | -1.3% | -$8.16万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $599.61万 | 0.68% | 187,553 | -11,181 | -5.6% | -$35.75万 | 减仓 |
| F | FORD MTR CO | $591.95万 | 0.67% | 425,860 | -55,232 | -11.5% | -$76.77万 | 减仓 |
| CNH | CNH INDL N V | $588.59万 | 0.67% | 524,119 | -85,069 | -14.0% | -$95.53万 | 减仓 |
| USB | US BANCORP | $580.36万 | 0.66% | 96,080 | 7,629 | 8.6% | $46.08万 | 加仓 |
| HSY | HERSHEY CO | $559.37万 | 0.63% | 31,882 | 622 | 2.0% | $10.91万 | 加仓 |
| PSA | PUBLIC STORAGE | $539.25万 | 0.61% | 16,941 | 539 | 3.3% | $17.16万 | 加仓 |
| TGT | TARGET CORP | $536.31万 | 0.61% | 41,062 | -3,696 | -8.3% | -$48.27万 | 减仓 |
| QCOM | QUALCOMM INC | $520.71万 | 0.59% | 28,178 | -5,638 | -16.7% | -$104.19万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $502.88万 | 0.57% | 106,633 | -408 | -0.4% | -$1.92万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $497.58万 | 0.56% | 108,564 | -3,330 | -3.0% | -$15.26万 | 减仓 |
| SDY | SPDR SERIES TRUST | $485.63万 | 0.55% | 31,911 | 822 | 2.6% | $12.51万 | 加仓 |
| C | CITIGROUP INC | $447.05万 | 0.51% | 31,941 | -2,202 | -6.4% | -$30.82万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $446.46万 | 0.51% | 193,024 | 174,412 | 937.1% | $403.42万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $443.05万 | 0.50% | 38,970 | 1,258 | 3.3% | $14.30万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $434.16万 | 0.49% | 176,848 | 176,848 | — | $434.16万 | 新建仓 |
| IJT | ISHARES TR | $431.47万 | 0.49% | 24,159 | -260 | -1.1% | -$4.64万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $426.97万 | 0.48% | 199,520 | 15,549 | 8.5% | $33.27万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $419.87万 | 0.48% | 116,210 | 18,316 | 18.7% | $66.18万 | 加仓 |
| IJS | ISHARES TR | $407.95万 | 0.46% | 29,847 | -741 | -2.4% | -$10.13万 | 减仓 |
| PCAR | PACCAR INC | $394.17万 | 0.45% | 32,815 | 3,439 | 11.7% | $41.31万 | 加仓 |
| VIRT | VIRTU FINL INC | $393.34万 | 0.45% | 66,030 | -3,781 | -5.4% | -$22.52万 | 减仓 |
| WU | WESTERN UN CO | $384.97万 | 0.44% | 499,965 | 28,849 | 6.1% | $22.21万 | 加仓 |
| KLAC | KLA CORP | $381.39万 | 0.43% | 12,641 | -1,399 | -10.0% | -$42.21万 | 减仓 |
| LLY | ELI LILLY & CO | $380.86万 | 0.43% | 3,175 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $377.41万 | 0.43% | 60,912 | 6,904 | 12.8% | $42.78万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $371.74万 | 0.42% | 276,178 | 6,004 | 2.2% | $8.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $360.64万 | 0.41% | 18,929 | -5 | -0.0% | -$953 | 减仓 |
| BIL | SPDR SERIES TRUST | $355.65万 | 0.40% | 38,809 | 8,077 | 26.3% | $74.02万 | 加仓 |
| EFA | ISHARES TR | $350.53万 | 0.40% | 33,744 | -656 | -1.9% | -$6.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.87万 | 0.39% | 4,632 | -1 | -0.0% | -$747 | 减仓 |
| CSCO | CISCO SYS INC | $338.94万 | 0.38% | 28,856 | -2,140 | -6.9% | -$25.14万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $337.57万 | 0.38% | 21,642 | 8,870 | 69.4% | $138.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $333.71万 | 0.38% | 6,550 | -3,541 | -35.1% | -$180.41万 | 减仓 |
| IWO | ISHARES TR | $325.49万 | 0.37% | 8,262 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $324.68万 | 0.37% | 22,141 | -83 | -0.4% | -$1.22万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $322.11万 | 0.36% | 7,750 | -287 | -3.6% | -$11.93万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $316.26万 | 0.36% | 62,527 | -2,466 | -3.8% | -$12.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $280.29万 | 0.32% | 4,825 | -70 | -1.4% | -$4.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $272.54万 | 0.31% | 15,065 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $253.59万 | 0.29% | 6,931 | 1,130 | 19.5% | $41.34万 | 加仓 |
| GIS | GENERAL MILLS INC | $250.53万 | 0.28% | 71,993 | 37,006 | 105.8% | $128.78万 | 加仓 |
| IWM | ISHARES TR | $249.59万 | 0.28% | 8,307 | -21 | -0.3% | -$6,310 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $243.88万 | 0.28% | 1,176 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $242.77万 | 0.28% | 7,926 | 1,533 | 24.0% | $46.96万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $238.92万 | 0.27% | 3,397 | -5 | -0.1% | -$3,517 | 减仓 |
| BBY | BEST BUY INC | $237.77万 | 0.27% | 31,335 | -821 | -2.6% | -$6.23万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $233.49万 | 0.26% | 7,838 | -594 | -7.0% | -$17.69万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $231.07万 | 0.26% | 44,581 | 44,581 | — | $231.07万 | 新建仓 |
| ALLY | ALLY FINL INC | $229.34万 | 0.26% | 49,911 | -13,144 | -20.8% | -$60.40万 | 减仓 |
| SHYG | ISHARES TR | $218.98万 | 0.25% | 51,633 | 1,391 | 2.8% | $5.90万 | 加仓 |
| IJH | ISHARES TR | $208.04万 | 0.24% | 26,979 | -174 | -0.6% | -$1.34万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $201.90万 | 0.23% | 85,140 | 85,140 | — | $201.90万 | 新建仓 |
| IWF | ISHARES TR | $199.35万 | 0.23% | 16,055 | -13 | -0.1% | -$1,614 | 减仓 |
| META | META PLATFORMS INC | $194.00万 | 0.22% | 3,444 | 98 | 2.9% | $5.52万 | 加仓 |
| FTNT | FORTINET INC | $193.32万 | 0.22% | 12,584 | 963 | 8.3% | $14.79万 | 加仓 |
| ASML | ASML HLDG NV | $191.58万 | 0.22% | 963 | -45 | -4.5% | -$8.95万 | 减仓 |
| WSO | WATSCO INC | $190.15万 | 0.22% | 4,563 | 4,563 | — | $190.15万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $171.91万 | 0.19% | 8,700 | 891 | 11.4% | $17.61万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $171.28万 | 0.19% | 11,844 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $171.16万 | 0.19% | 3,584 | 173 | 5.1% | $8.26万 | 加仓 |