MKD WEALTH COACHES, LLC
TROY MI · SEC CIK 0001536549
$1.02亿2026Q1 申报市值
28持仓数
93.4%前十大占比 · 第一大 54.6%
2 / 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
IVV 加仓+$222.22万
IJH 加仓+$128.06万
DELL 新建仓+$107.57万
SCHD 新建仓+$22.28万
AGG 加仓+$17.09万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$37.66万
IJR 减仓-$22.26万
GOOGL 减仓-$9.12万
EFG 减仓-$8.26万
AMZN 减仓-$5.37万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,548.70万 | 54.60% | 84,945 | 3,402 | 4.2% | $222.22万 | 加仓 |
| IJH | ISHARES TR | $1,679.91万 | 16.53% | 248,765 | 18,964 | 8.3% | $128.06万 | 加仓 |
| AGG | ISHARES TR | $745.98万 | 7.34% | 75,146 | 1,722 | 2.3% | $17.09万 | 加仓 |
| IWB | ISHARES TR | $357.34万 | 3.52% | 10,022 | -85 | -0.8% | -$3.03万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $288.94万 | 2.84% | 95,835 | 3,931 | 4.3% | $11.85万 | 加仓 |
| MUB | ISHARES TR | $231.49万 | 2.28% | 21,808 | 367 | 1.7% | $3.90万 | 加仓 |
| EFG | ISHARES TR | $194.16万 | 1.91% | 17,434 | -742 | -4.1% | -$8.26万 | 减仓 |
| IEMG | ISHARES INC | $190.06万 | 1.87% | 27,249 | -5,399 | -16.5% | -$37.66万 | 减仓 |
| IJR | ISHARES TR | $148.83万 | 1.46% | 11,973 | -1,791 | -13.0% | -$22.26万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $107.57万 | 1.06% | 6,554 | 6,554 | — | $107.57万 | 新建仓 |
| EFA | ISHARES TR | $65.53万 | 0.64% | 6,747 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $64.14万 | 0.63% | 8,062 | -252 | -3.0% | -$2.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.24万 | 0.61% | 1,425 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $56.52万 | 0.56% | 15,740 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $48.34万 | 0.48% | 3,394 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.99万 | 0.47% | 2,304 | -258 | -10.1% | -$5.37万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $41.81万 | 0.41% | 2,131 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $41.03万 | 0.40% | 4,654 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $40.95万 | 0.40% | 1,424 | -317 | -18.2% | -$9.12万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.02万 | 0.31% | 12,098 | 148 | 1.2% | $3,795 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.64万 | 0.29% | 12,766 | 264 | 2.1% | $6,130 | 加仓 |
| AAPL | APPLE INC | $27.79万 | 0.27% | 1,095 | 45 | 4.3% | $1.14万 | 加仓 |
| AOM | ISHARES TR | $26.92万 | 0.26% | 5,683 | -330 | -5.5% | -$1.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $25.30万 | 0.25% | 4,580 | 37 | 0.8% | $2,044 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.28万 | 0.22% | 7,261 | 7,261 | — | $22.28万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.50万 | 0.21% | 8,688 | 98 | 1.1% | $2,426 | 加仓 |
| F | FORD MTR CO | $15.81万 | 0.16% | 13,700 | -2,700 | -16.5% | -$3.12万 | 减仓 |
| — | GAMESQUARE HLDGS INC | $3,240 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |