Wealthquest Corp
CINCINNATI OH · SEC CIK 0001632968
$27.36亿2026Q1 申报市值
159持仓数
75.8%前十大占比 · 第一大 27.1%
11 / 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
VV 加仓+$3.80亿
ZALT 加仓+$1.52亿
IEFA 加仓+$1.29亿
BALT 加仓+$1.08亿
SPTM 加仓+$6,953.47万
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC COM | $72.32万 | 0.03% | 11,607 | 6,470 | 125.9% | $40.31万 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $71.64万 | 0.03% | 7,060 | 3,530 | 100.0% | $35.82万 | 加仓 |
| COST | COSTCO WHSL CORP NEW COM | $71.30万 | 0.03% | 758 | 440 | 138.4% | $41.39万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $66.76万 | 0.02% | 2,068 | 992 | 92.2% | $32.02万 | 加仓 |
| WFC | WELLS FARGO CO NEW COM | $66.73万 | 0.02% | 7,667 | 3,475 | 82.9% | $30.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $66.68万 | 0.02% | 11,631 | 5,871 | 101.9% | $33.66万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $64.14万 | 0.02% | 1,990 | 995 | 100.0% | $32.07万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $62.58万 | 0.02% | 8,188 | 4,875 | 147.1% | $37.26万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $62.04万 | 0.02% | 2,932 | 1,466 | 100.0% | $31.02万 | 加仓 |
| AOR | iShares Core Balanced Allocation | $59.36万 | 0.02% | 9,176 | 4,409 | 92.5% | $28.52万 | 加仓 |
| BLK | BLACKROCK INC COM | $58.93万 | 0.02% | 580 | 290 | 100.0% | $29.46万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $58.16万 | 0.02% | 17,126 | 8,563 | 100.0% | $29.08万 | 加仓 |
| DE | DEERE & CO COM | $57.05万 | 0.02% | 1,110 | 550 | 98.2% | $28.27万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $56.95万 | 0.02% | 3,090 | 1,620 | 110.2% | $29.86万 | 加仓 |
| SPY | SPDR S&P 500 ETF Trust 看跌期权 | $55.83万 | 0.02% | 2,200 | 2,200 | — | $55.83万 | 新建仓 |
| WWD | WOODWARD INC COM | $55.46万 | 0.02% | 1,682 | 829 | 97.2% | $27.33万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $55.33万 | 0.02% | 21,531 | 10,171 | 89.5% | $26.14万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $53.32万 | 0.02% | 2,108 | 991 | 88.7% | $25.07万 | 加仓 |
| CAT | CATERPILLAR INC COM | $52.17万 | 0.02% | 807 | 438 | 118.7% | $28.31万 | 加仓 |
| UNP | UNION PAC CORP COM | $51.59万 | 0.02% | 2,176 | 1,108 | 103.7% | $26.27万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $51.03万 | 0.02% | 5,166 | 2,658 | 106.0% | $26.25万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $50.80万 | 0.02% | 4,270 | 2,135 | 100.0% | $25.40万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $50.51万 | 0.02% | 6,108 | 3,054 | 100.0% | $25.26万 | 加仓 |
| GLD | SPDR GOLD SHARES | $50.50万 | 0.02% | 1,223 | 599 | 96.0% | $24.74万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $48.71万 | 0.02% | 1,692 | 827 | 95.6% | $23.81万 | 加仓 |
| CSCO | CISCO SYS INC COM | $48.67万 | 0.02% | 6,294 | 3,262 | 107.6% | $25.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $48.22万 | 0.02% | 2,314 | 1,195 | 106.8% | $24.90万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $47.49万 | 0.02% | 16,233 | 8,714 | 115.9% | $25.49万 | 加仓 |
| CRM | SALESFORCE INC COM | $46.06万 | 0.02% | 2,090 | 1,190 | 132.2% | $26.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $45.84万 | 0.02% | 2,811 | 1,513 | 116.6% | $24.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $45.67万 | 0.02% | 842 | 410 | 94.9% | $22.24万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $44.87万 | 0.02% | 8,325 | 3,972 | 91.2% | $21.41万 | 加仓 |
| SPSM | SPDR Small Cap | $44.81万 | 0.02% | 9,423 | 4,470 | 90.2% | $21.26万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $44.74万 | 0.02% | 1,480 | 740 | 100.0% | $22.37万 | 加仓 |
| YUM | YUM BRANDS INC COM | $44.69万 | 0.02% | 2,915 | 1,381 | 90.0% | $21.17万 | 加仓 |
| AEE | AMEREN CORP COM | $44.16万 | 0.02% | 4,210 | 2,105 | 100.0% | $22.08万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $43.18万 | 0.02% | 2,212 | 1,106 | 100.0% | $21.59万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $43.00万 | 0.02% | 2,522 | 1,370 | 118.9% | $23.36万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $42.82万 | 0.02% | 2,212 | 1,101 | 99.1% | $21.31万 | 加仓 |
| NUE | NUCOR CORP COM | $42.44万 | 0.02% | 2,558 | 1,190 | 87.0% | $19.74万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $42.43万 | 0.02% | 2,645 | 1,289 | 95.1% | $20.68万 | 加仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $33.88万 | 0.01% | 6,836 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $31.34万 | 0.01% | 12,222 | 12,222 | — | $31.34万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $30.47万 | 0.01% | 902 | 902 | — | $30.47万 | 新建仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $29.99万 | 0.01% | 5,960 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $28.76万 | 0.01% | 11,579 | 0 | 0.0% | — | 不变 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $27.91万 | 0.01% | 7,540 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $27.15万 | 0.01% | 5,408 | 5,408 | — | $27.15万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $25.29万 | 0.01% | 8,696 | 8,696 | — | $25.29万 | 新建仓 |
| GLW | CORNING INC COM | $25.00万 | 0.01% | 1,838 | 1,838 | — | $25.00万 | 新建仓 |
| PEP | PEPSICO INC COM | $21.90万 | 0.01% | 1,410 | 1,410 | — | $21.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.83万 | 0.01% | 258 | 258 | — | $21.83万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $21.76万 | 0.01% | 811 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $21.36万 | 0.01% | 647 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $20.28万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $20.23万 | 0.01% | 1,383 | 1,383 | — | $20.23万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $20.12万 | 0.01% | 1,015 | 1,015 | — | $20.12万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC COM | $17.48万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| — | CODA OCTOPUS GROUP INC COM NEW | $13.58万 | 0.00% | 14,603 | 0 | 0.0% | — | 不变 |