Sharkey, Howes & Javer
DENVER CO · SEC CIK 0001642246
$7.42亿2026Q1 申报市值
153持仓数
50.1%前十大占比 · 第一大 9.6%
8 / 14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
GOVT 加仓+$2,008.29万
IVV 加仓+$1,214.77万
BLCR 新建仓+$1,167.80万
EFG 加仓+$1,081.47万
IDEF 新建仓+$1,018.63万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$2,682.07万
TLT 减仓-$923.88万
DYNF 减仓-$862.32万
IAU 减仓-$770.00万
EMB 减仓-$605.18万
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 |
|---|---|---|---|---|---|---|---|---|
| LCTD | BLACKROCK ETF TRUST | $65.18万 | 0.09% | 11,790 | -265 | -2.2% | -$1.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.55万 | 0.09% | 20,714 | 968 | 4.9% | $2.97万 | 加仓 |
| EMB | ISHARES TR | $60.11万 | 0.08% | 6,400 | -64,433 | -91.0% | -$605.18万 | 减仓 |
| ITOT | ISHARES TR | $59.08万 | 0.08% | 4,148 | -506 | -10.9% | -$7.21万 | 减仓 |
| AGG | ISHARES TR | $57.86万 | 0.08% | 5,829 | -2,665 | -31.4% | -$26.46万 | 减仓 |
| LMUB | ISHARES TR | $57.13万 | 0.08% | 11,443 | 11,443 | — | $57.13万 | 新建仓 |
| GOOGL | ALPHABET INC | $56.74万 | 0.08% | 1,973 | -184 | -8.5% | -$5.29万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $55.43万 | 0.07% | 5,661 | -1,344 | -19.2% | -$13.16万 | 减仓 |
| RTX | RTX CORPORATION | $55.11万 | 0.07% | 2,857 | -715 | -20.0% | -$13.79万 | 减仓 |
| ICVT | ISHARES TR | $52.90万 | 0.07% | 5,197 | -3,157 | -37.8% | -$32.14万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $50.43万 | 0.07% | 22,524 | -8,348 | -27.0% | -$18.69万 | 减仓 |
| IQDG | WISDOMTREE TR | $48.09万 | 0.06% | 11,981 | -2,183 | -15.4% | -$8.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.35万 | 0.06% | 8,760 | -3,991 | -31.3% | -$21.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.66万 | 0.06% | 468 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $46.00万 | 0.06% | 15,792 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $45.43万 | 0.06% | 4,677 | -208 | -4.3% | -$2.02万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $45.27万 | 0.06% | 17,669 | -11,933 | -40.3% | -$30.57万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $45.17万 | 0.06% | 7,271 | -2,713 | -27.2% | -$16.85万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.15万 | 0.06% | 2,751 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $44.66万 | 0.06% | 9,046 | 4 | 0.0% | $197 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.58万 | 0.06% | 5,864 | 14 | 0.2% | $993 | 加仓 |
| HD | HOME DEPOT INC | $39.89万 | 0.05% | 1,213 | -535 | -30.6% | -$17.59万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $39.62万 | 0.05% | 2,450 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $39.37万 | 0.05% | 1,588 | -147 | -8.5% | -$3.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $36.74万 | 0.05% | 1,249 | -536 | -30.0% | -$15.77万 | 减仓 |
| GOOG | ALPHABET INC | $35.71万 | 0.05% | 1,245 | -186 | -13.0% | -$5.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.63万 | 0.05% | 1,674 | 345 | 26.0% | $7.14万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $33.40万 | 0.04% | 2,278 | -206 | -8.3% | -$3.02万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $32.74万 | 0.04% | 3,004 | -256 | -7.9% | -$2.79万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $31.70万 | 0.04% | 5,170 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $31.68万 | 0.04% | 1,047 | -273 | -20.7% | -$8.26万 | 减仓 |
| EDV | VANGUARD WORLD FD | $30.94万 | 0.04% | 4,764 | -2,267 | -32.2% | -$14.72万 | 减仓 |
| IFRA | ISHARES TR | $29.92万 | 0.04% | 5,231 | -19 | -0.4% | -$1,087 | 减仓 |
| AVGO | BROADCOM INC | $29.71万 | 0.04% | 960 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $28.40万 | 0.04% | 1,162 | -10 | -0.9% | -$2,444 | 减仓 |
| — | GLOBAL X FDS | $27.05万 | 0.04% | 7,355 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.72万 | 0.04% | 3,444 | -303 | -8.1% | -$2.35万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.85万 | 0.03% | 526 | -37 | -6.6% | -$1.82万 | 减仓 |
| IEFA | ISHARES TR | $25.44万 | 0.03% | 2,810 | -2,374 | -45.8% | -$21.49万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.76万 | 0.03% | 9,092 | -4,823 | -34.7% | -$13.13万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $24.31万 | 0.03% | 3,910 | -7,330 | -65.2% | -$45.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $24.03万 | 0.03% | 2,931 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $23.27万 | 0.03% | 788 | -31 | -3.8% | -$9,156 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $23.14万 | 0.03% | 6,324 | -3,139 | -33.2% | -$11.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $22.88万 | 0.03% | 1,584 | 33 | 2.1% | $4,767 | 加仓 |
| AMZN | AMAZON COM INC | $22.87万 | 0.03% | 1,098 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.30万 | 0.03% | 3,480 | -172 | -4.7% | -$1.10万 | 减仓 |
| VLUE | ISHARES TR | $22.21万 | 0.03% | 1,562 | 1,562 | — | $22.21万 | 新建仓 |
| MCO | MOODYS CORP | $21.90万 | 0.03% | 502 | -31 | -5.8% | -$1.35万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $21.29万 | 0.03% | 6,725 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $20.66万 | 0.03% | 4,862 | -558 | -10.3% | -$2.37万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.32万 | 0.03% | 694 | 694 | — | $20.32万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.63万 | 0.00% | 16,218 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -28,049 | -100.0% | -$602.19万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -12,460 | -100.0% | -$84.28万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,431 | -100.0% | -$67.76万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -10,968 | -100.0% | -$50.08万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -975 | -100.0% | -$28.47万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -7,546 | -100.0% | -$27.34万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,140 | -100.0% | -$26.81万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,370 | -100.0% | -$25.95万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,447 | -100.0% | -$23.56万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -834 | -100.0% | -$21.46万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -609 | -100.0% | -$21.31万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,685 | -100.0% | -$21.11万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,267 | -100.0% | -$20.77万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -920 | -100.0% | -$20.58万 | 清仓 |