Bishop & Co Investment Management, LLC
Erie PA · SEC CIK 0001603276
$2.92亿2026Q1 申报市值
26持仓数
91.7%前十大占比 · 第一大 18.9%
1 / 3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
DYNF 加仓+$2,458.45万
IEFA 加仓+$1,911.02万
VCIT 加仓+$288.31万
VWO 加仓+$211.37万
BRK/B 新建仓+$21.08万
2026Q1 卖出最多 按季末市值估算
VBR 减仓-$993.09万
VBK 减仓-$838.47万
IWS 减仓-$687.58万
VUG 减仓-$660.95万
IWP 减仓-$536.97万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $0 | 0.00% | 0 | -22,142 | -100.0% | -$243.98万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,137 | -100.0% | -$38.97万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -436 | -100.0% | -$21.09万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.08万 | 0.07% | 440 | 440 | — | $21.08万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $32.43万 | 0.11% | 1,260 | -692 | -35.5% | -$17.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $32.67万 | 0.11% | 566 | -4 | -0.7% | -$2,309 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $32.95万 | 0.11% | 918 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.12万 | 0.12% | 1,697 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $40.18万 | 0.14% | 2,782 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $64.67万 | 0.22% | 3,812 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $67.82万 | 0.23% | 2,244 | -27,741 | -92.5% | -$838.47万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $92.75万 | 0.32% | 4,269 | -45,707 | -91.5% | -$993.09万 | 减仓 |
| IWO | ISHARES TR | $93.11万 | 0.32% | 2,967 | -13,557 | -82.0% | -$425.43万 | 减仓 |
| IWN | ISHARES TR | $97.13万 | 0.33% | 5,123 | -16,281 | -76.1% | -$308.67万 | 减仓 |
| ERIE | ERIE INDTY CO | $101.73万 | 0.35% | 4,048 | 220 | 5.7% | $5.53万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $105.43万 | 0.36% | 5,721 | -1,729 | -23.2% | -$31.86万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $401.38万 | 1.38% | 121,813 | -18,058 | -12.9% | -$59.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $473.54万 | 1.62% | 191,329 | -45,361 | -19.2% | -$112.27万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $726.16万 | 2.49% | 249,284 | -50,304 | -16.8% | -$146.54万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $852.30万 | 2.92% | 279,444 | -63,829 | -18.6% | -$194.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,277.14万 | 4.38% | 236,288 | 39,107 | 19.8% | $211.37万 | 加仓 |
| IWP | ISHARES TR | $1,302.36万 | 4.47% | 101,651 | -41,911 | -29.2% | -$536.97万 | 减仓 |
| IWS | ISHARES TR | $1,349.79万 | 4.63% | 92,615 | -47,178 | -33.7% | -$687.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,413.04万 | 4.85% | 23,647 | -698 | -2.9% | -$41.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,482.90万 | 8.52% | 426,761 | 422,560 | 10,058.6% | $2,458.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,837.16万 | 13.16% | 87,849 | -15,132 | -14.7% | -$660.95万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,290.72万 | 14.72% | 518,516 | 34,841 | 7.2% | $288.31万 | 加仓 |
| IEFA | ISHARES TR | $4,422.59万 | 15.17% | 488,522 | 211,092 | 76.1% | $1,911.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,505.64万 | 18.89% | 280,613 | -1,825 | -0.6% | -$35.81万 | 减仓 |