MKD WEALTH COACHES, LLC
TROY MI · SEC CIK 0001536549
$1.17亿2026Q2 申报市值
31持仓数
93.6%前十大占比 · 第一大 55.6%
3 / 1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
IVV 加仓+$140.72万
VEA 新建仓+$124.97万
IJH 加仓+$54.55万
IJR 加仓+$34.04万
SPY 新建仓+$25.76万
2026Q2 卖出最多 按季末市值估算
DELL 清仓-$107.57万
VUG 减仓-$37.26万
VTV 减仓-$6.89万
IEMG 减仓-$2.51万
SCHF 减仓-$2.30万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,554 | -100.0% | -$107.57万 | 清仓 |
| — | GAMESQUARE HLDGS INC | $4,740 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.38万 | 0.01% | 42,136 | 42,136 | — | $1.38万 | 新建仓 |
| F | FORD MTR CO | $19.04万 | 0.16% | 13,700 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $21.77万 | 0.19% | 7,859 | -829 | -9.5% | -$2.30万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.36万 | 0.19% | 428 | 0 | 0.0% | — | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $23.03万 | 0.20% | 7,261 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.76万 | 0.22% | 345 | 345 | — | $25.76万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $27.85万 | 0.24% | 4,619 | 39 | 0.9% | $2,351 | 加仓 |
| AOM | ISHARES TR | $30.52万 | 0.26% | 6,118 | 435 | 7.7% | $2.17万 | 加仓 |
| AAPL | APPLE INC | $33.97万 | 0.29% | 1,174 | 79 | 7.2% | $2.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $34.41万 | 0.29% | 11,693 | -405 | -3.3% | -$1.19万 | 减仓 |
| IAU | ISHARES GOLD TR | $35.14万 | 0.30% | 4,654 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $35.94万 | 0.31% | 15,539 | 2,773 | 21.7% | $6.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.39万 | 0.31% | 4,224 | -4,326 | -50.6% | -$37.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $39.55万 | 0.34% | 1,815 | -316 | -14.8% | -$6.89万 | 减仓 |
| GOOGL | ALPHABET INC | $50.03万 | 0.43% | 1,400 | -24 | -1.7% | -$8,577 | 减仓 |
| AMZN | AMAZON COM INC | $54.39万 | 0.46% | 2,282 | -22 | -1.0% | -$5,243 | 减仓 |
| ITOT | ISHARES TR | $55.75万 | 0.48% | 3,394 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $61.87万 | 0.53% | 15,740 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $66.16万 | 0.57% | 8,272 | 210 | 2.6% | $1.68万 | 加仓 |
| EFA | ISHARES TR | $70.09万 | 0.60% | 6,747 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.97万 | 1.07% | 17,539 | 17,539 | — | $124.97万 | 新建仓 |
| IJR | ISHARES TR | $211.60万 | 1.81% | 14,268 | 2,295 | 19.2% | $34.04万 | 加仓 |
| EFG | ISHARES TR | $216.69万 | 1.85% | 17,416 | -18 | -0.1% | -$2,240 | 减仓 |
| IEMG | ISHARES INC | $223.22万 | 1.91% | 26,946 | -303 | -1.1% | -$2.51万 | 减仓 |
| MUB | ISHARES TR | $239.27万 | 2.04% | 22,233 | 425 | 1.9% | $4.57万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $308.15万 | 2.63% | 100,670 | 4,835 | 5.0% | $14.80万 | 加仓 |
| IWB | ISHARES TR | $410.40万 | 3.51% | 10,022 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $749.30万 | 6.40% | 75,702 | 556 | 0.7% | $5.50万 | 加仓 |
| IJH | ISHARES TR | $1,972.77万 | 16.85% | 255,839 | 7,074 | 2.8% | $54.55万 | 加仓 |
| IVV | ISHARES TR | $6,502.13万 | 55.55% | 86,824 | 1,879 | 2.2% | $140.72万 | 加仓 |