MYCIO WEALTH PARTNERS, LLC
PHILADELPHIA PA · SEC CIK 0001371726
$5.02亿2026Q1 申报市值
49持仓数
87.4%前十大占比 · 第一大 61.7%
1 / 0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
FXE 新建仓+$946.97万
KKR 加仓+$518.77万
VEA 加仓+$87.05万
NOBL 加仓+$72.88万
IEFA 加仓+$62.74万
2026Q1 卖出最多 按季末市值估算
CB 减仓-$1,047.51万
GOOGL 减仓-$1.50万
GOOG 减仓-$1.03万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $1.27万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $2.44万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $2.81万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $19.51万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $20.65万 | 0.04% | 719 | 1 | 0.1% | $287 | 加仓 |
| VV | VANGUARD INDEX FDS | $23.22万 | 0.05% | 777 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.22万 | 0.05% | 2,283 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $26.58万 | 0.05% | 718 | 12 | 1.7% | $4,442 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.26万 | 0.06% | 2,576 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $31.97万 | 0.06% | 18,814 | 229 | 1.2% | $3,891 | 加仓 |
| VTI | VANGUARD INDEX FDS | $31.98万 | 0.06% | 997 | 632 | 173.2% | $20.27万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.28万 | 0.07% | 1,101 | 1 | 0.1% | $302 | 加仓 |
| VOO | VANGUARD INDEX FDS | $35.76万 | 0.07% | 598 | 1 | 0.2% | $598 | 加仓 |
| QQQ | INVESCO QQQ TR | $40.98万 | 0.08% | 710 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $43.67万 | 0.09% | 4,360 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $46.17万 | 0.09% | 2,435 | 7 | 0.3% | $1,327 | 加仓 |
| PPL | PPL CORP | $49.34万 | 0.10% | 12,916 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $50.72万 | 0.10% | 2,908 | 114 | 4.1% | $1.99万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $51.15万 | 0.10% | 6,947 | 1,397 | 25.2% | $10.29万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $59.35万 | 0.12% | 2,064 | 1,748 | 553.2% | $50.26万 | 加仓 |
| IWS | ISHARES TR | $88.97万 | 0.18% | 6,105 | 19 | 0.3% | $2,769 | 加仓 |
| IWB | ISHARES TR | $91.97万 | 0.18% | 2,579 | 202 | 8.5% | $7.20万 | 加仓 |
| EFG | ISHARES TR | $93.23万 | 0.19% | 8,372 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $106.11万 | 0.21% | 3,699 | -36 | -1.0% | -$1.03万 | 减仓 |
| GOOGL | ALPHABET INC | $109.33万 | 0.22% | 3,802 | -52 | -1.3% | -$1.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $120.72万 | 0.24% | 6,290 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $137.06万 | 0.27% | 18,434 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $184.13万 | 0.37% | 32,422 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $186.21万 | 0.37% | 8,715 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $228.79万 | 0.46% | 7,876 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $280.84万 | 0.56% | 40,264 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $316.70万 | 0.63% | 5,240 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $357.15万 | 0.71% | 14,401 | 40 | 0.3% | $9,920 | 加仓 |
| VB | VANGUARD INDEX FDS | $372.38万 | 0.74% | 14,217 | 27 | 0.2% | $7,072 | 加仓 |
| SDY | SPDR SERIES TRUST | $444.82万 | 0.89% | 30,480 | 174 | 0.6% | $2.54万 | 加仓 |
| IWR | ISHARES TR | $483.52万 | 0.96% | 49,729 | 3,541 | 7.7% | $34.43万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $534.17万 | 1.06% | 292,374 | 5,770 | 2.0% | $10.54万 | 加仓 |
| IWF | ISHARES TR | $766.35万 | 1.53% | 17,973 | 15 | 0.1% | $6,396 | 加仓 |
| KKR | KKR & CO INC | $774.53万 | 1.54% | 83,733 | 56,083 | 202.8% | $518.77万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $946.97万 | 1.89% | 88,759 | 88,759 | — | $946.97万 | 新建仓 |
| NOBL | PROSHARES TR | $984.82万 | 1.96% | 92,899 | 6,875 | 8.0% | $72.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,017.83万 | 2.03% | 47,328 | 144 | 0.3% | $3.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,020.67万 | 2.03% | 159,281 | 13,585 | 9.3% | $87.05万 | 加仓 |
| EFA | ISHARES TR | $1,234.37万 | 2.46% | 127,084 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,571.16万 | 3.13% | 61,908 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,871.69万 | 3.73% | 28,780 | 53 | 0.2% | $3.45万 | 加仓 |
| IVV | ISHARES TR | $2,029.97万 | 4.05% | 31,077 | 165 | 0.5% | $10.78万 | 加仓 |
| IEFA | ISHARES TR | $2,213.91万 | 4.41% | 244,550 | 6,930 | 2.9% | $62.74万 | 加仓 |
| CB | CHUBB LTD SWITZ | $3.10亿 | 61.74% | 950,425 | -32,139 | -3.3% | -$1,047.51万 | 减仓 |