Sharkey, Howes & Javer
DENVER CO · SEC CIK 0001642246
$8.29亿2026Q2 申报市值
163持仓数
52.8%前十大占比 · 第一大 15.0%
11 / 3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
IVV 加仓+$4,278.25万
IALT 新建仓+$2,427.12万
GGOV 新建仓+$1,588.53万
CORO 加仓+$1,002.19万
IUSB 加仓+$996.31万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$2,467.92万
EFV 减仓-$1,340.27万
IAGG 减仓-$1,321.12万
IEMG 减仓-$958.60万
SPY 减仓-$703.12万
2026Q2 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 | $1.24亿 | 14.98% | 165,780 | 57,128 | 52.6% | $4,278.25万 | 加仓 |
| IUSB | ISHARES TR | $5,536.00万 | 6.68% | 1,199,567 | 215,885 | 21.9% | $996.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,096.31万 | 6.15% | 749,348 | -419 | -0.1% | -$2.85万 | 减仓 |
| IVW | ISHARES TR | $5,086.48万 | 6.14% | 369,845 | -1,000 | -0.3% | -$13.75万 | 减仓 |
| IVE | ISHARES TR | $3,596.75万 | 4.34% | 158,405 | -29,248 | -15.6% | -$664.11万 | 减仓 |
| GOVT | ISHARES TR | $2,991.59万 | 3.61% | 1,313,251 | 293,636 | 28.8% | $668.90万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,495.76万 | 3.01% | 473,398 | -119,940 | -20.2% | -$632.32万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $2,427.12万 | 2.93% | 865,284 | 865,284 | — | $2,427.12万 | 新建仓 |
| IEMG | ISHARES INC | $2,058.20万 | 2.48% | 248,455 | -115,717 | -31.8% | -$958.60万 | 减仓 |
| MBB | ISHARES TR | $2,034.20万 | 2.45% | 215,214 | 11,031 | 5.4% | $104.27万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $2,016.68万 | 2.43% | 400,374 | 115,960 | 40.8% | $584.09万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,956.34万 | 2.36% | 534,519 | 273,822 | 105.0% | $1,002.19万 | 加仓 |
| QUAL | ISHARES TR | $1,707.18万 | 2.06% | 77,801 | -112,470 | -59.1% | -$2,467.92万 | 减仓 |
| MTUM | ISHARES TR | $1,666.43万 | 2.01% | 48,608 | -17,347 | -26.3% | -$594.71万 | 减仓 |
| ESGU | ISHARES TR | $1,623.50万 | 1.96% | 99,194 | -2,549 | -2.5% | -$41.72万 | 减仓 |
| EFG | ISHARES TR | $1,622.06万 | 1.96% | 130,370 | -4,459 | -3.3% | -$55.48万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,607.34万 | 1.94% | 372,847 | -144,781 | -28.0% | -$624.15万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $1,588.53万 | 1.92% | 315,874 | 315,874 | — | $1,588.53万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $1,419.58万 | 1.71% | 446,691 | 135,373 | 43.5% | $430.22万 | 加仓 |
| EFV | ISHARES TR | $1,251.11万 | 1.51% | 163,437 | -175,084 | -51.7% | -$1,340.27万 | 减仓 |
| TLH | ISHARES TR | $1,004.34万 | 1.21% | 100,084 | -41,044 | -29.1% | -$411.88万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $904.68万 | 1.09% | 172,847 | -111,794 | -39.3% | -$585.13万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $853.56万 | 1.03% | 294,736 | -4,068 | -1.4% | -$11.78万 | 减仓 |
| IAU | ISHARES GOLD TR | $784.33万 | 0.95% | 103,871 | 14,167 | 15.8% | $106.98万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $742.98万 | 0.90% | 122,220 | 3,452 | 2.9% | $20.98万 | 加仓 |
| TLT | ISHARES TR | $718.05万 | 0.87% | 83,089 | -45,158 | -35.2% | -$390.25万 | 减仓 |
| SHLD | GLOBAL X FDS | $675.01万 | 0.81% | 113,048 | 9,946 | 9.6% | $59.39万 | 加仓 |
| ACWX | ISHARES TR | $566.59万 | 0.68% | 74,443 | 28,676 | 62.7% | $218.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $542.05万 | 0.65% | 7,259 | -9,416 | -56.5% | -$703.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $486.78万 | 0.59% | 7,088 | 73 | 1.0% | $5.01万 | 加仓 |
| EAGG | ISHARES TR | $477.74万 | 0.58% | 100,768 | 21,509 | 27.1% | $101.97万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $447.37万 | 0.54% | 55,810 | -1,137 | -2.0% | -$9.11万 | 减仓 |
| MGK | VANGUARD WORLD FD | $417.12万 | 0.50% | 47,449 | -2,166 | -4.4% | -$19.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $388.94万 | 0.47% | 132,159 | -5,588 | -4.1% | -$16.45万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $354.52万 | 0.43% | 21,946 | -3,348 | -13.2% | -$54.08万 | 减仓 |
| MUB | ISHARES TR | $347.92万 | 0.42% | 32,328 | 2,249 | 7.5% | $24.20万 | 加仓 |
| IWF | ISHARES TR | $334.80万 | 0.40% | 26,963 | 11 | 0.0% | $1,366 | 加仓 |
| SUSC | ISHARES TR | $328.48万 | 0.40% | 141,884 | -39,475 | -21.8% | -$91.39万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $320.99万 | 0.39% | 81,325 | -72,624 | -47.2% | -$286.65万 | 减仓 |
| IXUS | ISHARES TR | $315.33万 | 0.38% | 33,040 | 591 | 1.8% | $5.64万 | 加仓 |
| SYSB | ISHARES TR | $312.74万 | 0.38% | 35,252 | 6,950 | 24.6% | $61.66万 | 加仓 |
| QUS | SPDR SERIES TRUST | $302.27万 | 0.36% | 16,176 | -13,248 | -45.0% | -$247.55万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $301.11万 | 0.36% | 73,263 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $298.02万 | 0.36% | 20,930 | -1,361 | -6.1% | -$19.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $279.99万 | 0.34% | 14,696 | -135 | -0.9% | -$2.57万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $275.06万 | 0.33% | 33,345 | 1,951 | 6.2% | $16.09万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $264.32万 | 0.32% | 30,077 | 16,295 | 118.2% | $143.20万 | 加仓 |
| USXF | ISHARES TR | $247.56万 | 0.30% | 35,645 | -3,040 | -7.9% | -$21.11万 | 减仓 |
| IXN | ISHARES TR | $244.37万 | 0.29% | 16,914 | -3,896 | -18.7% | -$56.29万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $240.94万 | 0.29% | 72,376 | 18,089 | 33.3% | $60.22万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $236.68万 | 0.29% | 8,914 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $229.17万 | 0.28% | 6,193 | 101 | 1.7% | $3.74万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $225.65万 | 0.27% | 34,790 | -38,959 | -52.8% | -$252.69万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $219.10万 | 0.26% | 43,395 | 43,395 | — | $219.10万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $203.88万 | 0.25% | 21,129 | -11,795 | -35.8% | -$113.81万 | 减仓 |
| IYW | ISHARES TR | $200.30万 | 0.24% | 7,941 | -16 | -0.2% | -$4,036 | 减仓 |
| ACWI | ISHARES TR | $194.75万 | 0.23% | 12,407 | -744 | -5.7% | -$11.68万 | 减仓 |
| IWB | ISHARES TR | $184.96万 | 0.22% | 4,517 | -210 | -4.4% | -$8.60万 | 减仓 |
| ADI | ANALOG DEVICES INC | $184.05万 | 0.22% | 4,634 | -288 | -5.9% | -$11.44万 | 减仓 |
| SUSB | ISHARES TR | $170.36万 | 0.21% | 68,172 | 68,172 | — | $170.36万 | 新建仓 |
| MSFT | MICROSOFT CORP | $166.40万 | 0.20% | 4,461 | 48 | 1.1% | $1.79万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $163.12万 | 0.20% | 5,384 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $160.35万 | 0.19% | 29,321 | -8,004 | -21.4% | -$43.77万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $156.76万 | 0.19% | 42,518 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $156.13万 | 0.19% | 30,856 | -261,095 | -89.4% | -$1,321.12万 | 减仓 |
| PWR | QUANTA SVCS INC | $153.15万 | 0.18% | 2,127 | -160 | -7.0% | -$11.52万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $142.95万 | 0.17% | 6,719 | 623 | 10.2% | $13.25万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $141.56万 | 0.17% | 35,276 | -4,883 | -12.2% | -$19.60万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $140.71万 | 0.17% | 27,175 | -29,609 | -52.1% | -$153.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.01万 | 0.17% | 2,778 | -300 | -9.7% | -$15.01万 | 减仓 |
| AAPL | APPLE INC | $136.17万 | 0.16% | 4,706 | -127 | -2.6% | -$3.67万 | 减仓 |
| EVUS | ISHARES TR | $132.41万 | 0.16% | 37,712 | -873 | -2.3% | -$3.07万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $126.88万 | 0.15% | 18,780 | -16,256 | -46.4% | -$109.83万 | 减仓 |
| IWD | ISHARES TR | $125.97万 | 0.15% | 5,196 | 6 | 0.1% | $1,455 | 加仓 |
| OEF | ISHARES TR | $121.40万 | 0.15% | 3,318 | -7,219 | -68.5% | -$264.14万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $120.67万 | 0.15% | 43,174 | -49,228 | -53.3% | -$137.59万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $118.69万 | 0.14% | 2,751 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $118.45万 | 0.14% | 20,540 | -26,056 | -55.9% | -$150.26万 | 减仓 |
| CERY | SPDR SERIES TRUST | $118.38万 | 0.14% | 35,411 | -39,381 | -52.7% | -$131.65万 | 减仓 |
| DMXF | ISHARES TR | $117.64万 | 0.14% | 13,906 | -704 | -4.8% | -$5.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $117.20万 | 0.14% | 23,258 | -31,887 | -57.8% | -$160.68万 | 减仓 |
| EUSA | ISHARES INC | $113.89万 | 0.14% | 9,974 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $107.70万 | 0.13% | 7,262 | -794 | -9.9% | -$11.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $106.08万 | 0.13% | 45,863 | 10,229 | 28.7% | $23.66万 | 加仓 |
| IJH | ISHARES TR | $102.33万 | 0.12% | 13,271 | 179 | 1.4% | $1.38万 | 加仓 |
| APH | AMPHENOL CORP | $97.86万 | 0.12% | 5,550 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $97.00万 | 0.12% | 16,462 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $89.68万 | 0.11% | 20,640 | 2,767 | 15.5% | $12.02万 | 加仓 |
| PWR | QUANTA SVCS INC 看跌期权 | $86.40万 | 0.10% | 1,200 | 1,200 | — | $86.40万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $84.63万 | 0.10% | 5,392 | -1,010 | -15.8% | -$15.85万 | 减仓 |
| IDU | ISHARES TR | $78.59万 | 0.09% | 6,857 | 8 | 0.1% | $917 | 加仓 |
| STIP | ISHARES TR | $77.09万 | 0.09% | 7,546 | 7,546 | — | $77.09万 | 新建仓 |
| GCOW | PACER FDS TR | $77.08万 | 0.09% | 17,801 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $76.64万 | 0.09% | 16,678 | -6,074 | -26.7% | -$27.91万 | 减仓 |
| IWP | ISHARES TR | $74.71万 | 0.09% | 5,103 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $74.28万 | 0.09% | 1,009 | -214 | -17.5% | -$15.75万 | 减仓 |
| GOOGL | ALPHABET INC | $70.51万 | 0.09% | 1,973 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $68.14万 | 0.08% | 4,148 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $67.16万 | 0.08% | 13,113 | 1,670 | 14.6% | $8.55万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $66.85万 | 0.08% | 26,276 | -29,306 | -52.7% | -$74.55万 | 减仓 |