Hedeker Wealth, LLC
Lincolnshire IL · SEC CIK 0001633910
$4.74亿2026Q1 申报市值
87持仓数
38.9%前十大占比 · 第一大 6.6%
6 / 7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
PULS 加仓+$693.57万
MS 新建仓+$431.70万
PYLD 加仓+$292.46万
PSMT 新建仓+$291.44万
BX 加仓+$265.70万
2026Q1 卖出最多 按季末市值估算
V 清仓-$826.90万
BIL 清仓-$795.35万
GDDY 清仓-$684.02万
BRK/B 减仓-$409.24万
MINT 清仓-$314.56万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $3,143.38万 | 6.64% | 214,888 | 6,935 | 3.3% | $101.45万 | 加仓 |
| AVGO | BROADCOM INC | $2,961.76万 | 6.25% | 95,692 | 1,863 | 2.0% | $57.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,913.42万 | 4.04% | 51,690 | 4,453 | 9.4% | $164.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,652.20万 | 3.49% | 94,736 | 3,093 | 3.4% | $53.94万 | 加仓 |
| AAPL | APPLE INC | $1,554.42万 | 3.28% | 61,248 | 947 | 1.6% | $24.03万 | 加仓 |
| AMZN | AMAZON COM INC | $1,505.76万 | 3.18% | 72,298 | 1,144 | 1.6% | $23.83万 | 加仓 |
| COHR | COHERENT CORP | $1,464.82万 | 3.09% | 61,493 | -789 | -1.3% | -$18.79万 | 减仓 |
| GOOGL | ALPHABET INC | $1,430.21万 | 3.02% | 49,735 | 691 | 1.4% | $19.87万 | 加仓 |
| DTCR | GLOBAL X FDS | $1,416.71万 | 2.99% | 591,283 | 26,393 | 4.7% | $63.24万 | 加仓 |
| GOOG | ALPHABET INC | $1,389.44万 | 2.93% | 48,436 | 530 | 1.1% | $15.20万 | 加仓 |
| — | SSGA ACTIVE TR | $1,379.11万 | 2.91% | 451,749 | 33,540 | 8.0% | $102.39万 | 加仓 |
| PULS | PGIM ETF TR | $1,377.18万 | 2.91% | 278,218 | 140,114 | 101.5% | $693.57万 | 加仓 |
| ASML | ASML HLDG NV | $1,211.20万 | 2.56% | 9,170 | 186 | 2.1% | $24.57万 | 加仓 |
| META | META PLATFORMS INC | $1,147.18万 | 2.42% | 20,051 | 3,086 | 18.2% | $176.56万 | 加仓 |
| — | SSGA ACTIVE TR | $992.98万 | 2.10% | 387,675 | 52,609 | 15.7% | $134.75万 | 加仓 |
| FIX | COMFORT SYS USA INC | $983.08万 | 2.08% | 7,129 | -6 | -0.1% | -$8,274 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $916.20万 | 1.93% | 14,088 | -825 | -5.5% | -$53.65万 | 减仓 |
| C | CITIGROUP INC | $854.61万 | 1.80% | 75,355 | 1,399 | 1.9% | $15.87万 | 加仓 |
| NRG | NRG ENERGY INC | $844.57万 | 1.78% | 57,791 | 374 | 0.7% | $5.47万 | 加仓 |
| LLY | ELI LILLY & CO | $832.58万 | 1.76% | 9,052 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $803.45万 | 1.70% | 306,661 | 111,627 | 57.2% | $292.46万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $755.82万 | 1.60% | 340,155 | 70,220 | 26.0% | $156.03万 | 加仓 |
| BX | BLACKSTONE INC | $743.63万 | 1.57% | 64,669 | 23,106 | 55.6% | $265.70万 | 加仓 |
| MGMT | UNIFIED SER TR | $732.54万 | 1.55% | 162,360 | 38,994 | 31.6% | $175.93万 | 加仓 |
| URI | UNITED RENTALS INC | $707.94万 | 1.49% | 9,717 | 118 | 1.2% | $8.60万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $663.52万 | 1.40% | 238,334 | 27,866 | 13.2% | $77.58万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $655.14万 | 1.38% | 33,540 | 920 | 2.8% | $17.97万 | 加仓 |
| AYI | ACUITY INC | $555.34万 | 1.17% | 19,818 | 313 | 1.6% | $8.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $538.39万 | 1.14% | 18,302 | 129 | 0.7% | $3.79万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $524.34万 | 1.11% | 156,378 | 1,970 | 1.3% | $6.61万 | 加仓 |
| WMT | WALMART INC | $504.91万 | 1.07% | 40,627 | -283 | -0.7% | -$3.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $483.66万 | 1.02% | 67,240 | -14,042 | -17.3% | -$101.00万 | 减仓 |
| TWLO | TWILIO INC | $479.00万 | 1.01% | 38,070 | -4,275 | -10.1% | -$53.79万 | 减仓 |
| TFC | TRUIST FINL CORP | $471.90万 | 1.00% | 102,654 | -2,690 | -2.6% | -$12.37万 | 减仓 |
| MS | MORGAN STANLEY | $431.70万 | 0.91% | 26,232 | 26,232 | — | $431.70万 | 新建仓 |
| MDT | MEDTRONIC PLC | $413.55万 | 0.87% | 47,726 | -2,861 | -5.7% | -$24.79万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $412.57万 | 0.87% | 7,893 | 216 | 2.8% | $11.29万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $404.57万 | 0.85% | 68,828 | 601 | 0.9% | $3.53万 | 加仓 |
| BLK | BLACKROCK INC | $396.61万 | 0.84% | 4,124 | 2,398 | 138.9% | $230.62万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $389.28万 | 0.82% | 58,041 | 29,688 | 104.7% | $199.12万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $387.55万 | 0.82% | 23,692 | 2,201 | 10.2% | $36.00万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $340.53万 | 0.72% | 7,626 | 2,961 | 63.5% | $132.22万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $333.47万 | 0.70% | 17,671 | 794 | 4.7% | $14.98万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $317.35万 | 0.67% | 62,644 | 40,531 | 183.3% | $205.33万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $312.24万 | 0.66% | 87,955 | 968 | 1.1% | $3.44万 | 加仓 |
| PSMT | PRICESMART INC | $291.44万 | 0.62% | 19,365 | 19,365 | — | $291.44万 | 新建仓 |
| NVT | NVENT ELEC PLC | $288.32万 | 0.61% | 24,376 | 891 | 3.8% | $10.54万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $287.57万 | 0.61% | 121,389 | 64,705 | 114.2% | $153.29万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $287.36万 | 0.61% | 31,879 | 21,321 | 201.9% | $192.19万 | 加仓 |
| MTZ | MASTEC INC | $278.18万 | 0.59% | 8,646 | 222 | 2.6% | $7.14万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $266.96万 | 0.56% | 35,117 | 3,838 | 12.3% | $29.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $256.09万 | 0.54% | 5,210 | -255 | -4.7% | -$12.53万 | 减仓 |
| IESC | IES HOLDINGS INC | $236.04万 | 0.50% | 4,954 | 102 | 2.1% | $4.86万 | 加仓 |
| MINO | PIMCO ETF TR | $233.75万 | 0.49% | 51,750 | 14,481 | 38.9% | $65.41万 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $231.99万 | 0.49% | 18,315 | 361 | 2.0% | $4.57万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $226.90万 | 0.48% | 7,456 | 175 | 2.4% | $5.33万 | 加仓 |
| MLN | VANECK ETF TRUST | $209.13万 | 0.44% | 119,914 | 101,902 | 565.7% | $177.72万 | 加仓 |
| — | VANECK ETF TRUST | $208.66万 | 0.44% | 97,050 | 68,061 | 234.8% | $146.33万 | 加仓 |
| PFFA | ETFIS SER TR I | $194.21万 | 0.41% | 95,386 | 37,635 | 65.2% | $76.62万 | 加仓 |
| APP | APPLOVIN CORP | $177.63万 | 0.37% | 4,463 | 4,463 | — | $177.63万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $170.48万 | 0.36% | 60,865 | -12,705 | -17.3% | -$35.59万 | 减仓 |
| H | HYATT HOTELS CORP | $153.40万 | 0.32% | 10,668 | -3,615 | -25.3% | -$51.98万 | 减仓 |
| HD | HOME DEPOT INC | $145.46万 | 0.31% | 4,422 | -42 | -0.9% | -$1.38万 | 减仓 |
| KO | COCA COLA CO | $144.86万 | 0.31% | 19,047 | 398 | 2.1% | $3.03万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $132.54万 | 0.28% | 41,009 | 18,257 | 80.2% | $59.01万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $108.35万 | 0.23% | 14,510 | 882 | 6.5% | $6.59万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $105.19万 | 0.22% | 26,618 | 527 | 2.0% | $2.08万 | 加仓 |
| NFLX | NETFLIX INC. | $97.41万 | 0.21% | 10,131 | 10,131 | — | $97.41万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.30万 | 0.21% | 2,030 | -8,538 | -80.8% | -$409.24万 | 减仓 |
| WHD | CACTUS INC | $97.19万 | 0.21% | 20,517 | 851 | 4.3% | $4.03万 | 加仓 |
| CART | MAPLEBEAR INC | $74.37万 | 0.16% | 19,854 | 40 | 0.2% | $1,498 | 加仓 |
| MTB | M & T BK CORP | $69.85万 | 0.15% | 3,379 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $66.86万 | 0.14% | 671 | -2,810 | -80.7% | -$280.00万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $64.07万 | 0.14% | 1,350 | 1,350 | — | $64.07万 | 新建仓 |
| AMCR | AMCOR PLC | $55.04万 | 0.12% | 13,846 | 13,846 | — | $55.04万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $47.35万 | 0.10% | 9,960 | 64 | 0.6% | $3,043 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $44.10万 | 0.09% | 234 | -106 | -31.2% | -$19.98万 | 减仓 |
| CNM | CORE & MAIN INC | $42.37万 | 0.09% | 8,576 | 239 | 2.9% | $1.18万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.67万 | 0.08% | 23,648 | 181 | 0.8% | $3,036 | 加仓 |
| MO | ALTRIA GROUP INC | $37.92万 | 0.08% | 5,745 | 104 | 1.8% | $6,864 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.24万 | 0.08% | 1,883 | 66 | 3.6% | $1.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.30万 | 0.07% | 574 | 41 | 7.7% | $2.45万 | 加仓 |
| — | PGIM ETF TR | $30.97万 | 0.07% | 6,153 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $27.77万 | 0.06% | 13,911 | 345 | 2.5% | $6,886 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $22.09万 | 0.05% | 3,211 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $15.69万 | 0.03% | 17,186 | 1,342 | 8.5% | $1.23万 | 加仓 |
| NIO | NIO INC | $7.54万 | 0.02% | 12,506 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $0 | 0.00% | 0 | -23,577 | -100.0% | -$826.90万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -87,038 | -100.0% | -$795.35万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -55,127 | -100.0% | -$684.02万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -31,349 | -100.0% | -$314.56万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6,854 | -100.0% | -$86.24万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -20,909 | -100.0% | -$80.25万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -14,220 | -100.0% | -$59.30万 | 清仓 |