Hedeker Wealth, LLC
Lincolnshire IL · SEC CIK 0001633910
$5.24亿2026Q2 申报市值
92持仓数
37.0%前十大占比 · 第一大 5.3%
6 / 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
GEV 新建仓+$496.97万
CEG 新建仓+$380.38万
SHAK 新建仓+$284.31万
PULS 加仓+$188.26万
MSFT 加仓+$132.27万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$848.69万
PLTR 减仓-$517.76万
COHR 减仓-$453.52万
MINO 减仓-$153.83万
BXSL 减仓-$141.80万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $2,766.07万 | 5.28% | 73,225 | -22,467 | -23.5% | -$848.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,060.42万 | 3.93% | 55,236 | 3,546 | 6.9% | $132.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,989.34万 | 3.80% | 170,510 | -44,378 | -20.7% | -$517.76万 | 减仓 |
| COHR | COHERENT CORP | $1,972.19万 | 3.76% | 49,996 | -11,497 | -18.7% | -$453.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,860.98万 | 3.55% | 93,007 | -1,729 | -1.8% | -$34.60万 | 减仓 |
| ASML | ASML HLDG NV | $1,797.66万 | 3.43% | 9,036 | -134 | -1.5% | -$26.66万 | 减仓 |
| AAPL | APPLE INC | $1,766.69万 | 3.37% | 61,055 | -193 | -0.3% | -$5.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1,759.80万 | 3.36% | 49,243 | -492 | -1.0% | -$17.58万 | 减仓 |
| AMZN | AMAZON COM INC | $1,726.79万 | 3.29% | 72,451 | 153 | 0.2% | $3.65万 | 加仓 |
| GOOG | ALPHABET INC | $1,701.47万 | 3.25% | 48,155 | -281 | -0.6% | -$9.93万 | 减仓 |
| DTCR | GLOBAL X FDS | $1,693.32万 | 3.23% | 557,562 | -33,721 | -5.7% | -$102.41万 | 减仓 |
| PULS | PGIM ETF TR | $1,566.83万 | 2.99% | 316,211 | 37,993 | 13.7% | $188.26万 | 加仓 |
| — | SSGA ACTIVE TR | $1,463.51万 | 2.79% | 454,843 | 3,094 | 0.7% | $9.96万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,390.73万 | 2.65% | 7,017 | -112 | -1.6% | -$22.20万 | 减仓 |
| META | META PLATFORMS INC | $1,123.37万 | 2.14% | 19,943 | -108 | -0.5% | -$6.08万 | 减仓 |
| URI | UNITED RENTALS INC | $1,115.78万 | 2.13% | 9,849 | 132 | 1.4% | $14.95万 | 加仓 |
| LLY | ELI LILLY & CO | $1,083.68万 | 2.07% | 9,035 | -17 | -0.2% | -$2.04万 | 减仓 |
| C | CITIGROUP INC | $1,038.71万 | 1.98% | 74,215 | -1,140 | -1.5% | -$15.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,015.98万 | 1.94% | 13,605 | -483 | -3.4% | -$36.07万 | 减仓 |
| — | SSGA ACTIVE TR | $995.88万 | 1.90% | 385,777 | -1,898 | -0.5% | -$4.90万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $968.18万 | 1.85% | 33,065 | -475 | -1.4% | -$13.91万 | 减仓 |
| MGMT | UNIFIED SER TR | $863.43万 | 1.65% | 169,432 | 7,072 | 4.4% | $36.04万 | 加仓 |
| NRG | NRG ENERGY INC | $840.64万 | 1.60% | 57,555 | -236 | -0.4% | -$3.45万 | 减仓 |
| TWLO | TWILIO INC | $771.80万 | 1.47% | 37,406 | -664 | -1.7% | -$13.70万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $750.48万 | 1.43% | 335,036 | -5,119 | -1.5% | -$11.47万 | 减仓 |
| AYI | ACUITY INC | $750.01万 | 1.43% | 19,912 | 94 | 0.5% | $3.54万 | 加仓 |
| PYLD | PIMCO ETF TR | $736.99万 | 1.41% | 277,901 | -28,760 | -9.4% | -$76.27万 | 减仓 |
| BX | BLACKSTONE INC | $697.59万 | 1.33% | 59,284 | -5,385 | -8.3% | -$63.36万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $607.57万 | 1.16% | 217,379 | -20,955 | -8.8% | -$58.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $582.25万 | 1.11% | 17,788 | -514 | -2.8% | -$16.82万 | 减仓 |
| MS | MORGAN STANLEY | $560.06万 | 1.07% | 26,792 | 560 | 2.1% | $11.71万 | 加仓 |
| TFC | TRUIST FINL CORP | $518.98万 | 0.99% | 104,172 | 1,518 | 1.5% | $7.56万 | 加仓 |
| GEV | GE VERNOVA INC | $496.97万 | 0.95% | 4,230 | 4,230 | — | $496.97万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $483.95万 | 0.92% | 151,377 | -5,001 | -3.2% | -$15.99万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $468.14万 | 0.89% | 53,785 | -4,256 | -7.3% | -$37.04万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $457.78万 | 0.87% | 23,874 | 182 | 0.8% | $3.49万 | 加仓 |
| WMT | WALMART INC | $445.20万 | 0.85% | 39,308 | -1,319 | -3.2% | -$14.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $428.64万 | 0.82% | 68,157 | -671 | -1.0% | -$4.22万 | 减仓 |
| NVT | NVENT ELEC PLC | $409.32万 | 0.78% | 24,133 | -243 | -1.0% | -$4.12万 | 减仓 |
| BLK | BLACKROCK INC | $396.16万 | 0.76% | 4,120 | -4 | -0.1% | -$3,846 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $380.38万 | 0.73% | 15,315 | 15,315 | — | $380.38万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $373.29万 | 0.71% | 7,515 | -111 | -1.5% | -$5.51万 | 减仓 |
| PSMT | PRICESMART INC | $368.59万 | 0.70% | 18,869 | -496 | -2.6% | -$9.69万 | 减仓 |
| IESC | IES HOLDINGS INC | $363.22万 | 0.69% | 4,944 | -10 | -0.2% | -$7,347 | 减仓 |
| MTZ | MASTEC INC | $354.61万 | 0.68% | 8,523 | -123 | -1.4% | -$5.12万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $344.44万 | 0.66% | 47,733 | -19,507 | -29.0% | -$140.76万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $340.40万 | 0.65% | 7,548 | -345 | -4.4% | -$15.56万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $328.06万 | 0.63% | 28,856 | -3,023 | -9.5% | -$34.37万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $311.81万 | 0.59% | 16,667 | -1,004 | -5.7% | -$18.78万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $310.01万 | 0.59% | 87,698 | -257 | -0.3% | -$9,085 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $291.69万 | 0.56% | 56,785 | -5,859 | -9.4% | -$30.10万 | 减仓 |
| SHAK | SHAKE SHACK INC | $284.31万 | 0.54% | 50,752 | 50,752 | — | $284.31万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $282.90万 | 0.54% | 18,137 | -178 | -1.0% | -$2.78万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $267.73万 | 0.51% | 35,363 | 246 | 0.7% | $1.86万 | 加仓 |
| MDT | MEDTRONIC PLC | $236.90万 | 0.45% | 30,282 | -17,444 | -36.6% | -$136.46万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $229.18万 | 0.44% | 7,394 | -62 | -0.8% | -$1.92万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $225.15万 | 0.43% | 62,890 | 21,881 | 53.4% | $78.33万 | 加仓 |
| APP | APPLOVIN CORP | $221.91万 | 0.42% | 4,307 | -156 | -3.5% | -$8.04万 | 减仓 |
| — | VANECK ETF TRUST | $217.44万 | 0.41% | 97,332 | 282 | 0.3% | $6,300 | 加仓 |
| H | HYATT HOTELS CORP | $204.79万 | 0.39% | 10,565 | -103 | -1.0% | -$2.00万 | 减仓 |
| PFFA | ETFIS SER TR I | $198.44万 | 0.38% | 96,469 | 1,083 | 1.1% | $2.23万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $195.08万 | 0.37% | 3,891 | -1,319 | -25.3% | -$66.13万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $168.42万 | 0.32% | 46,257 | -14,608 | -24.0% | -$53.19万 | 减仓 |
| KO | COCA COLA CO | $153.49万 | 0.29% | 18,887 | -160 | -0.8% | -$1.30万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $146.01万 | 0.28% | 61,581 | -59,808 | -49.3% | -$141.80万 | 减仓 |
| HD | HOME DEPOT INC | $131.24万 | 0.25% | 3,721 | -701 | -15.9% | -$24.73万 | 减仓 |
| WHD | CACTUS INC | $105.08万 | 0.20% | 20,512 | -5 | -0.0% | -$256 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.60万 | 0.19% | 2,031 | 1 | 0.0% | $500 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $98.55万 | 0.19% | 14,642 | 132 | 0.9% | $8,885 | 加仓 |
| CART | MAPLEBEAR INC | $93.72万 | 0.18% | 19,792 | -62 | -0.3% | -$2,936 | 减仓 |
| MINO | PIMCO ETF TR | $82.98万 | 0.16% | 18,134 | -33,616 | -65.0% | -$153.83万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $81.06万 | 0.15% | 21,054 | -5,564 | -20.9% | -$21.42万 | 减仓 |
| MTB | M & T BK CORP | $80.42万 | 0.15% | 3,379 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $77.60万 | 0.15% | 43,644 | -76,270 | -63.6% | -$135.61万 | 减仓 |
| NFLX | NETFLIX INC. | $73.76万 | 0.14% | 10,331 | 200 | 2.0% | $1.43万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $59.61万 | 0.11% | 1,362 | 12 | 0.9% | $5,252 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $51.00万 | 0.10% | 10,518 | 558 | 5.6% | $2.71万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $47.44万 | 0.09% | 228 | -6 | -2.6% | -$1.25万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.78万 | 0.08% | 25,202 | 1,554 | 6.6% | $2.70万 | 加仓 |
| MO | ALTRIA GROUP INC | $41.94万 | 0.08% | 5,829 | 84 | 1.5% | $6,044 | 加仓 |
| CNM | CORE & MAIN INC | $40.44万 | 0.08% | 8,382 | -194 | -2.3% | -$9,361 | 减仓 |
| AMCR | AMCOR PLC | $40.16万 | 0.08% | 9,264 | -4,582 | -33.1% | -$19.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $36.88万 | 0.07% | 537 | -37 | -6.4% | -$2.54万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $32.66万 | 0.06% | 1,858 | -25 | -1.3% | -$4,394 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.71万 | 0.06% | 339 | -332 | -49.5% | -$31.06万 | 减仓 |
| — | PGIM ETF TR | $31.02万 | 0.06% | 6,153 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.49万 | 0.04% | 319 | 319 | — | $23.49万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $22.13万 | 0.04% | 3,211 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $21.14万 | 0.04% | 2,191 | 2,191 | — | $21.14万 | 新建仓 |
| IVV | ISHARES TR | $20.22万 | 0.04% | 270 | 270 | — | $20.22万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $14.53万 | 0.03% | 16,605 | -581 | -3.4% | -$5,084 | 减仓 |
| NIO | NIO INC | $6.33万 | 0.01% | 12,508 | 2 | 0.0% | $10 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -13,911 | -100.0% | -$27.77万 | 清仓 |