MOLLER WEALTH PARTNERS
NORTHFIELD IL · SEC CIK 0001475271
$5.53亿2026Q2 申报市值
75持仓数
60.0%前十大占比 · 第一大 9.3%
11 / 5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
USRT 新建仓+$1,375.03万
GUNR 加仓+$358.51万
SPHY 加仓+$234.86万
VNQI 加仓+$126.41万
VTIP 加仓+$121.15万
2026Q2 卖出最多 按季末市值估算
VNQ 减仓-$1,285.06万
FNDA 减仓-$140.50万
VB 减仓-$122.37万
XLG 减仓-$82.24万
IFLN 清仓-$72.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -40,396 | -100.0% | -$72.47万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,232 | -100.0% | -$31.70万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,339 | -100.0% | -$24.18万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,757 | -100.0% | -$21.84万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,275 | -100.0% | -$21.71万 | 清仓 |
| SJM | SMUCKER J M CO | $20.00万 | 0.04% | 1,778 | 1,778 | — | $20.00万 | 新建仓 |
| MMM | 3M CO | $21.50万 | 0.04% | 1,328 | 1,328 | — | $21.50万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.07万 | 0.04% | 2,670 | -3,680 | -58.0% | -$30.42万 | 减仓 |
| PEP | PEPSICO INC | $23.23万 | 0.04% | 1,716 | 1,716 | — | $23.23万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.63万 | 0.04% | 197 | 5 | 2.6% | $5,997 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.92万 | 0.05% | 886 | 886 | — | $24.92万 | 新建仓 |
| ISCF | ISHARES TR | $25.13万 | 0.05% | 5,805 | -6,101 | -51.2% | -$26.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $25.32万 | 0.05% | 1,602 | -887 | -35.6% | -$14.02万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.12万 | 0.05% | 2,879 | 2,879 | — | $26.12万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $26.22万 | 0.05% | 2,984 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.51万 | 0.05% | 1,325 | -37 | -2.7% | -$7,403 | 减仓 |
| KO | COCA COLA CO | $28.15万 | 0.05% | 3,464 | 3,464 | — | $28.15万 | 新建仓 |
| ESML | ISHARES TR | $28.50万 | 0.05% | 5,096 | -137 | -2.6% | -$7,662 | 减仓 |
| EPS | WISDOMTREE TR | $29.02万 | 0.05% | 3,730 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $31.70万 | 0.06% | 5,894 | -219 | -3.6% | -$1.18万 | 减仓 |
| DES | WISDOMTREE TR | $32.30万 | 0.06% | 7,939 | -166 | -2.0% | -$6,753 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.58万 | 0.06% | 332 | -53 | -13.8% | -$5.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.71万 | 0.06% | 520 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.04万 | 0.07% | 1,020 | 523 | 105.2% | $19.50万 | 重新持有 |
| — | EXXON MOBIL CORP | $39.12万 | 0.07% | 2,861 | 155 | 5.7% | $2.12万 | 加仓 |
| NUSC | NUSHARES ETF TR | $40.72万 | 0.07% | 7,813 | 7,813 | — | $40.72万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $40.93万 | 0.07% | 3,600 | -1,200 | -25.0% | -$13.64万 | 减仓 |
| MRK | MERCK & CO INC | $42.61万 | 0.08% | 3,316 | 3,316 | — | $42.61万 | 新建仓 |
| ESGU | ISHARES TR | $43.36万 | 0.08% | 2,649 | 877 | 49.5% | $14.35万 | 加仓 |
| AAPL | APPLE INC | $43.95万 | 0.08% | 1,519 | -19 | -1.2% | -$5,498 | 减仓 |
| ESGE | ISHARES INC | $45.15万 | 0.08% | 8,256 | -61 | -0.7% | -$3,336 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.44万 | 0.08% | 1,717 | 178 | 11.6% | $4.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.74万 | 0.08% | 934 | -21 | -2.2% | -$1.05万 | 减仓 |
| CSCO | CISCO SYS INC | $47.22万 | 0.09% | 4,020 | 4,020 | — | $47.22万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $49.80万 | 0.09% | 1,665 | 135 | 8.8% | $4.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.23万 | 0.09% | 686 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $52.91万 | 0.10% | 8,641 | -13,430 | -60.8% | -$82.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $61.37万 | 0.11% | 1,658 | -13 | -0.8% | -$4,812 | 减仓 |
| ABBV | ABBVIE INC | $64.27万 | 0.12% | 2,554 | 2,554 | — | $64.27万 | 新建仓 |
| ESGD | ISHARES TR | $66.33万 | 0.12% | 6,452 | 13 | 0.2% | $1,337 | 加仓 |
| MCD | MCDONALDS CORP | $67.17万 | 0.12% | 2,485 | 1,737 | 232.2% | $46.95万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $107.59万 | 0.19% | 27,579 | -1,649 | -5.6% | -$6.43万 | 减仓 |
| GEV | GE VERNOVA INC | $111.38万 | 0.20% | 948 | 30 | 3.3% | $3.52万 | 加仓 |
| AMAT | APPLIED MATLS INC | $119.08万 | 0.22% | 1,647 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $124.71万 | 0.23% | 18,397 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $135.63万 | 0.25% | 9,249 | 1,427 | 18.2% | $20.93万 | 加仓 |
| GE | GE AEROSPACE | $141.76万 | 0.26% | 3,793 | 113 | 3.1% | $4.22万 | 加仓 |
| ICLN | ISHARES TR | $145.32万 | 0.26% | 70,924 | -4,957 | -6.5% | -$10.16万 | 减仓 |
| RWR | SPDR SERIES TRUST | $148.05万 | 0.27% | 13,105 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $174.63万 | 0.32% | 6,876 | 1,400 | 25.6% | $35.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $195.66万 | 0.35% | 5,978 | -3 | -0.1% | -$982 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $216.48万 | 0.39% | 59,916 | -4,921 | -7.6% | -$17.78万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $355.30万 | 0.64% | 45,604 | 581 | 1.3% | $4.53万 | 加仓 |
| IJH | ISHARES TR | $499.26万 | 0.90% | 64,747 | -1,993 | -3.0% | -$15.37万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $543.96万 | 0.98% | 112,018 | 4,906 | 4.6% | $23.82万 | 加仓 |
| EFA | ISHARES TR | $599.96万 | 1.09% | 57,755 | -224 | -0.4% | -$2.33万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $624.67万 | 1.13% | 40,487 | 896 | 2.3% | $13.82万 | 加仓 |
| DWM | WISDOMTREE TR | $715.57万 | 1.29% | 97,736 | -559 | -0.6% | -$4.09万 | 减仓 |
| MUB | ISHARES TR | $748.15万 | 1.35% | 69,518 | -1,738 | -2.4% | -$18.70万 | 减仓 |
| DLN | WISDOMTREE TR | $884.15万 | 1.60% | 91,793 | -261 | -0.3% | -$2.51万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $920.79万 | 1.67% | 392,827 | 100,197 | 34.2% | $234.86万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,035.37万 | 1.87% | 107,370 | -133,263 | -55.4% | -$1,285.06万 | 减仓 |
| IWM | ISHARES TR | $1,078.71万 | 1.95% | 35,903 | -958 | -2.6% | -$28.78万 | 减仓 |
| USRT | ISHARES TR | $1,375.03万 | 2.49% | 206,928 | 206,928 | — | $1,375.03万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,385.45万 | 2.51% | 156,477 | 4,485 | 3.0% | $39.71万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,468.69万 | 2.66% | 370,133 | 2,802 | 0.8% | $11.12万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1,478.72万 | 2.67% | 127,817 | -1,386 | -1.1% | -$16.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,606.92万 | 2.91% | 269,212 | 3,894 | 1.5% | $23.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,740.07万 | 3.15% | 244,220 | -2,932 | -1.2% | -$20.89万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,052.25万 | 3.71% | 388,978 | 3,150 | 0.8% | $16.62万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,101.49万 | 3.80% | 497,866 | 20,211 | 4.2% | $85.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,149.95万 | 3.89% | 425,059 | 16,649 | 4.1% | $84.21万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,292.58万 | 4.15% | 511,167 | 28,184 | 5.8% | $126.41万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,716.34万 | 4.91% | 78,984 | -862 | -1.1% | -$29.65万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,981.44万 | 5.39% | 958,661 | -2,385 | -0.2% | -$7.42万 | 减仓 |
| IVV | ISHARES TR | $3,030.23万 | 5.48% | 40,463 | -568 | -1.4% | -$42.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,005.44万 | 7.25% | 132,140 | -4,037 | -3.0% | -$122.37万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $4,056.16万 | 7.34% | 807,517 | 24,119 | 3.1% | $121.15万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $4,678.01万 | 8.46% | 1,229,114 | -36,916 | -2.9% | -$140.50万 | 减仓 |
| GUNR | FLEXSHARES TR | $5,166.46万 | 9.35% | 1,048,389 | 72,750 | 7.5% | $358.51万 | 加仓 |