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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,097.23万 | 9.56% | 108,652 | 18,597 | 20.7% | $1,214.77万 | 加仓 |
| IUSB | ISHARES TR | $4,543.63万 | 6.12% | 983,682 | -29,883 | -2.9% | -$138.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $4,362.14万 | 5.88% | 749,767 | -148,216 | -16.5% | -$862.32万 | 减仓 |
| IVW | ISHARES TR | $4,194.63万 | 5.65% | 370,845 | 18,241 | 5.2% | $206.32万 | 加仓 |
| IVE | ISHARES TR | $3,962.30万 | 5.34% | 187,653 | -17,341 | -8.5% | -$366.16万 | 减仓 |
| QUAL | ISHARES TR | $3,649.59万 | 4.92% | 190,271 | -5,597 | -2.9% | -$107.36万 | 减仓 |
| IEMG | ISHARES INC | $2,540.10万 | 3.42% | 364,172 | -76,387 | -17.3% | -$532.80万 | 减仓 |
| EFV | ISHARES TR | $2,516.91万 | 3.39% | 338,521 | -79,018 | -18.9% | -$587.50万 | 减仓 |
| GOVT | ISHARES TR | $2,335.94万 | 3.15% | 1,019,615 | 876,601 | 612.9% | $2,008.29万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,955.05万 | 2.63% | 593,338 | 22,874 | 4.0% | $75.37万 | 加仓 |
| MBB | ISHARES TR | $1,938.72万 | 2.61% | 204,183 | 7,626 | 3.9% | $72.41万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,874.85万 | 2.53% | 517,628 | 19,996 | 4.0% | $72.43万 | 加仓 |
| MTUM | ISHARES TR | $1,582.87万 | 2.13% | 65,955 | 3,489 | 5.6% | $83.73万 | 加仓 |
| EFG | ISHARES TR | $1,501.59万 | 2.02% | 134,829 | 97,106 | 257.4% | $1,081.47万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,478.14万 | 1.99% | 284,641 | -54,753 | -16.1% | -$284.33万 | 减仓 |
| IAGG | ISHARES TR | $1,460.92万 | 1.97% | 291,951 | 72,929 | 33.3% | $364.94万 | 加仓 |
| ESGU | ISHARES TR | $1,438.85万 | 1.94% | 101,743 | -5,843 | -5.4% | -$82.63万 | 减仓 |
| TLH | ISHARES TR | $1,421.44万 | 1.91% | 141,128 | -5,453 | -3.7% | -$54.92万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,167.80万 | 1.57% | 284,414 | 284,414 | — | $1,167.80万 | 新建仓 |
| TLT | ISHARES TR | $1,111.77万 | 1.50% | 128,247 | -106,573 | -45.4% | -$923.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,084.46万 | 1.46% | 16,675 | -7,416 | -30.8% | -$482.30万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $1,018.63万 | 1.37% | 311,318 | 311,318 | — | $1,018.63万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $838.22万 | 1.13% | 260,697 | 260,697 | — | $838.22万 | 新建仓 |
| IAU | ISHARES GOLD TR | $790.83万 | 1.07% | 89,704 | -87,341 | -49.3% | -$770.00万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $750.00万 | 1.01% | 298,804 | 530 | 0.2% | $1.33万 | 加仓 |
| SHLD | GLOBAL X FDS | $730.38万 | 0.98% | 103,102 | 9,742 | 10.4% | $69.01万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $671.99万 | 0.91% | 118,768 | -3,414 | -2.8% | -$19.32万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $611.64万 | 0.82% | 153,949 | -75,447 | -32.9% | -$299.75万 | 减仓 |
| QUS | SPDR SERIES TRUST | $505.03万 | 0.68% | 29,424 | -9,092 | -23.6% | -$156.05万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $425.83万 | 0.57% | 73,749 | -23,422 | -24.1% | -$135.24万 | 减仓 |
| SUSC | ISHARES TR | $419.62万 | 0.57% | 181,359 | 3,697 | 2.1% | $8.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $419.20万 | 0.56% | 7,015 | -135 | -1.9% | -$8.07万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $399.41万 | 0.54% | 56,947 | -6,211 | -9.8% | -$43.56万 | 减仓 |
| EAGG | ISHARES TR | $376.88万 | 0.51% | 79,259 | 9,020 | 12.8% | $42.89万 | 加仓 |
| MGK | VANGUARD WORLD FD | $364.60万 | 0.49% | 9,923 | -744 | -7.0% | -$27.34万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $353.18万 | 0.48% | 137,747 | -4,735 | -3.3% | -$12.14万 | 减仓 |
| OEF | ISHARES TR | $335.14万 | 0.45% | 10,537 | -84,326 | -88.9% | -$2,682.07万 | 减仓 |
| MUB | ISHARES TR | $319.29万 | 0.43% | 30,079 | 1,491 | 5.2% | $15.83万 | 加仓 |
| ACWX | ISHARES TR | $313.37万 | 0.42% | 45,767 | 45,767 | — | $313.37万 | 新建仓 |
| IWF | ISHARES TR | $287.32万 | 0.39% | 6,738 | -640 | -8.7% | -$27.29万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $283.57万 | 0.38% | 25,294 | 3,054 | 13.7% | $34.24万 | 加仓 |
| IXUS | ISHARES TR | $281.14万 | 0.38% | 32,449 | 590 | 1.9% | $5.11万 | 加仓 |
| DSI | ISHARES TR | $270.14万 | 0.36% | 22,291 | -2,525 | -10.2% | -$30.60万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $266.37万 | 0.36% | 56,784 | -18,856 | -24.9% | -$88.45万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $265.30万 | 0.36% | 32,924 | -16,843 | -33.8% | -$135.72万 | 减仓 |
| CERY | SPDR SERIES TRUST | $263.57万 | 0.36% | 74,792 | 7,178 | 10.6% | $25.30万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $260.74万 | 0.35% | 73,263 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $257.25万 | 0.35% | 92,402 | -37,936 | -29.1% | -$105.61万 | 减仓 |
| SYSB | ISHARES TR | $251.89万 | 0.34% | 28,302 | -2,772 | -8.9% | -$24.67万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $251.74万 | 0.34% | 55,145 | -5,603 | -9.2% | -$25.58万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $237.78万 | 0.32% | 31,394 | 2,261 | 7.8% | $17.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $225.15万 | 0.30% | 46,596 | -54,585 | -53.9% | -$263.75万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $222.03万 | 0.30% | 8,914 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $213.54万 | 0.29% | 38,685 | -239 | -0.6% | -$1.32万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $208.57万 | 0.28% | 54,287 | 22,177 | 69.1% | $85.20万 | 加仓 |
| IXN | ISHARES TR | $208.04万 | 0.28% | 20,810 | -1,405 | -6.3% | -$14.05万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $207.48万 | 0.28% | 35,036 | -11,912 | -25.4% | -$70.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $197.11万 | 0.27% | 14,831 | -431 | -2.8% | -$5.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $195.44万 | 0.26% | 6,092 | -590 | -8.8% | -$18.93万 | 减仓 |
| ACWI | ISHARES TR | $181.97万 | 0.25% | 13,151 | -3,947 | -23.1% | -$54.62万 | 减仓 |
| ESGE | ISHARES INC | $169.72万 | 0.23% | 37,325 | -3,325 | -8.2% | -$15.12万 | 减仓 |
| IWB | ISHARES TR | $168.54万 | 0.23% | 4,727 | -422 | -8.2% | -$15.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $163.34万 | 0.22% | 4,413 | -640 | -12.7% | -$23.69万 | 减仓 |
| ADI | ANALOG DEVICES INC | $156.59万 | 0.21% | 4,922 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $154.90万 | 0.21% | 3,600 | -2,325 | -39.2% | -$100.04万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $149.39万 | 0.20% | 40,159 | 2,280 | 6.0% | $8.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $147.50万 | 0.20% | 3,078 | -684 | -18.2% | -$32.78万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $145.42万 | 0.20% | 65,445 | -61,587 | -48.5% | -$136.85万 | 重新持有 |
| IYW | ISHARES TR | $144.36万 | 0.19% | 7,957 | -713 | -8.2% | -$12.94万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $137.84万 | 0.19% | 55,582 | -16,668 | -23.1% | -$41.34万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $131.64万 | 0.18% | 42,518 | -1,258 | -2.9% | -$3.89万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $127.93万 | 0.17% | 5,384 | -387 | -6.7% | -$9.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $125.56万 | 0.17% | 2,287 | -420 | -15.5% | -$23.06万 | 减仓 |
| EVUS | ISHARES TR | $122.82万 | 0.17% | 38,585 | -4,362 | -10.2% | -$13.89万 | 减仓 |
| AAPL | APPLE INC | $122.66万 | 0.17% | 4,833 | -697 | -12.6% | -$17.69万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $116.99万 | 0.16% | 6,096 | -389 | -6.0% | -$7.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $111.84万 | 0.15% | 16,413 | -7,853 | -32.4% | -$53.51万 | 减仓 |
| IWD | ISHARES TR | $110.90万 | 0.15% | 5,190 | 7 | 0.1% | $1,496 | 加仓 |
| DMXF | ISHARES TR | $110.23万 | 0.15% | 14,610 | 14,610 | — | $110.23万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $105.49万 | 0.14% | 13,782 | 3,681 | 36.4% | $28.17万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $105.02万 | 0.14% | 22,752 | -15,767 | -40.9% | -$72.78万 | 减仓 |
| EUSA | ISHARES INC | $101.51万 | 0.14% | 9,974 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $100.14万 | 0.13% | 8,056 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $97.39万 | 0.13% | 50,748 | -15,601 | -23.5% | -$29.94万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $97.04万 | 0.13% | 36,899 | 9,698 | 35.7% | $25.51万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $88.55万 | 0.12% | 6,402 | -2,175 | -25.4% | -$30.08万 | 减仓 |
| IJH | ISHARES TR | $88.41万 | 0.12% | 13,092 | -881 | -6.3% | -$5.95万 | 减仓 |
| PAVE | GLOBAL X FDS | $83.65万 | 0.11% | 16,462 | -1,925 | -10.5% | -$9.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $82.74万 | 0.11% | 35,634 | 2,795 | 8.5% | $6.49万 | 加仓 |
| GCOW | PACER FDS TR | $82.31万 | 0.11% | 17,801 | -803 | -4.3% | -$3.71万 | 减仓 |
| IDU | ISHARES TR | $79.52万 | 0.11% | 6,849 | -1,481 | -17.8% | -$17.20万 | 减仓 |
| EUSB | ISHARES TR | $77.75万 | 0.10% | 17,873 | 683 | 4.0% | $2.97万 | 加仓 |
| ESGD | ISHARES TR | $75.67万 | 0.10% | 7,913 | -83 | -1.0% | -$7,937 | 减仓 |
| — | EXXON MOBIL CORP | $75.62万 | 0.10% | 4,457 | 636 | 16.6% | $10.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $70.61万 | 0.10% | 1,223 | -44 | -3.5% | -$2.54万 | 减仓 |
| EBND | SPDR SERIES TRUST | $70.25万 | 0.09% | 34,035 | -10,040 | -22.8% | -$20.72万 | 减仓 |
| APH | AMPHENOL CORP | $70.12万 | 0.09% | 5,550 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $68.04万 | 0.09% | 13,516 | 40 | 0.3% | $2,014 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $66.80万 | 0.09% | 14,567 | 1,205 | 9.0% | $5.53万 | 加仓 |
| IWP | ISHARES TR | $65.38万 | 0.09% | 5,103 | 0 | 0.0% | — | 不变 |