COOPER/HAIMS ADVISORS, LLC
VICTOR NY · SEC CIK 0001654033
$2.32亿2026Q2 申报市值
116持仓数
67.0%前十大占比 · 第一大 15.5%
19 / 9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
HY 新建仓+$89.79万
MU 新建仓+$60.95万
AMD 新建仓+$51.99万
IREN 新建仓+$45.79万
VYM 新建仓+$37.80万
2026Q2 卖出最多 按季末市值估算
SCHE 减仓-$226.21万
PAYX 减仓-$166.96万
VTEB 减仓-$74.12万
AMZN 减仓-$28.58万
GLD 清仓-$28.49万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $3,600.35万 | 15.49% | 992,925 | -62,386 | -5.9% | -$226.21万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,530.41万 | 10.89% | 285,793 | 2,403 | 0.8% | $21.28万 | 加仓 |
| IVV | ISHARES TR | $2,092.79万 | 9.00% | 27,945 | -17 | -0.1% | -$1.27万 | 减仓 |
| REET | ISHARES TR | $1,658.06万 | 7.13% | 600,310 | 11,085 | 1.9% | $30.62万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,511.50万 | 6.50% | 322,008 | -1,581 | -0.5% | -$7.42万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,218.62万 | 5.24% | 414,073 | -7,684 | -1.8% | -$22.61万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $968.75万 | 4.17% | 200,030 | 2,431 | 1.2% | $11.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $744.63万 | 3.20% | 147,219 | -14,654 | -9.1% | -$74.12万 | 减仓 |
| AAPL | APPLE INC | $642.42万 | 2.76% | 22,201 | -773 | -3.4% | -$22.37万 | 减仓 |
| PAYX | PAYCHEX INC | $605.87万 | 2.61% | 61,616 | -16,980 | -21.6% | -$166.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $481.94万 | 2.07% | 7,017 | 544 | 8.4% | $37.36万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $447.08万 | 1.92% | 154,325 | 1,436 | 0.9% | $4.16万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $334.68万 | 1.44% | 144,694 | 166 | 0.1% | $3,840 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $324.83万 | 1.40% | 4,350 | 5 | 0.1% | $3,734 | 加仓 |
| NVDA | NVIDIA CORPORATION | $257.65万 | 1.11% | 12,877 | 1,445 | 12.6% | $28.91万 | 加仓 |
| AMZN | AMAZON COM INC | $252.81万 | 1.09% | 10,607 | -1,199 | -10.2% | -$28.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.31万 | 1.03% | 6,389 | -163 | -2.5% | -$6.08万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $225.14万 | 0.97% | 66,531 | -1,986 | -2.9% | -$6.72万 | 减仓 |
| GLW | CORNING INC | $209.71万 | 0.90% | 8,210 | 848 | 11.5% | $21.66万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $180.75万 | 0.78% | 14,112 | 38 | 0.3% | $4,867 | 加仓 |
| CAT | CATERPILLAR INC | $175.28万 | 0.75% | 1,646 | 19 | 1.2% | $2.02万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $173.93万 | 0.75% | 48,141 | -137 | -0.3% | -$4,950 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.01万 | 0.62% | 6,086 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $135.20万 | 0.58% | 48,810 | -988 | -2.0% | -$2.74万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $129.54万 | 0.56% | 62,670 | 275 | 0.4% | $5,684 | 加仓 |
| GOOGL | ALPHABET INC | $125.37万 | 0.54% | 3,508 | 224 | 6.8% | $8.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.27万 | 0.50% | 3,583 | -731 | -16.9% | -$23.93万 | 减仓 |
| ITOT | ISHARES TR | $115.09万 | 0.50% | 7,006 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $108.86万 | 0.47% | 3,623 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $99.57万 | 0.43% | 2,818 | -363 | -11.4% | -$12.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $95.23万 | 0.41% | 5,745 | 22 | 0.4% | $3,647 | 加仓 |
| INTC | INTEL CORP | $92.21万 | 0.40% | 6,604 | -352 | -5.1% | -$4.91万 | 减仓 |
| — | EXXON MOBIL CORP | $89.89万 | 0.39% | 6,575 | -82 | -1.2% | -$1.12万 | 减仓 |
| HY | HYSTER-YALE INC | $89.79万 | 0.39% | 25,611 | 25,611 | — | $89.79万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.42万 | 0.38% | 1,767 | 76 | 4.5% | $3.80万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $86.82万 | 0.37% | 23,548 | -10 | -0.0% | -$369 | 减仓 |
| VB | VANGUARD INDEX FDS | $85.02万 | 0.37% | 2,805 | 1 | 0.0% | $303 | 加仓 |
| EEM | ISHARES TR | $83.41万 | 0.36% | 12,192 | -297 | -2.4% | -$2.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $76.76万 | 0.33% | 1,042 | 119 | 12.9% | $8.77万 | 加仓 |
| META | META PLATFORMS INC | $75.90万 | 0.33% | 1,347 | 171 | 14.5% | $9.63万 | 加仓 |
| ABBV | ABBVIE INC | $71.15万 | 0.31% | 2,828 | 67 | 2.4% | $1.69万 | 加仓 |
| V | VISA INC | $68.35万 | 0.29% | 1,992 | 145 | 7.9% | $4.98万 | 加仓 |
| SGOL | ETFS GOLD TR | $65.00万 | 0.28% | 17,002 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.55万 | 0.28% | 2,295 | -582 | -20.2% | -$16.37万 | 减仓 |
| AVGO | BROADCOM INC | $62.97万 | 0.27% | 1,667 | 141 | 9.2% | $5.33万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $61.18万 | 0.26% | 6,859 | 90 | 1.3% | $8,028 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.95万 | 0.26% | 528 | 528 | — | $60.95万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $51.99万 | 0.22% | 895 | 895 | — | $51.99万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.32万 | 0.22% | 8,598 | -22 | -0.3% | -$1,313 | 减仓 |
| IWF | ISHARES TR | $50.05万 | 0.22% | 4,031 | -1 | -0.0% | -$124 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $49.69万 | 0.21% | 1,956 | -442 | -18.4% | -$11.23万 | 减仓 |
| IAU | ISHARES GOLD TR | $49.44万 | 0.21% | 6,548 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $49.24万 | 0.21% | 8,642 | -498 | -5.4% | -$2.84万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.84万 | 0.21% | 14,030 | 957 | 7.3% | $3.33万 | 加仓 |
| KO | COCA COLA CO | $47.50万 | 0.20% | 5,845 | -57 | -1.0% | -$4,632 | 减仓 |
| PG | PROCTER & GAMBLE CO | $46.90万 | 0.20% | 3,198 | 67 | 2.1% | $9,825 | 加仓 |
| IREN | IREN LIMITED | $45.79万 | 0.20% | 10,013 | 10,013 | — | $45.79万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $45.40万 | 0.20% | 1,227 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $44.59万 | 0.19% | 3,293 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $44.13万 | 0.19% | 110,891 | 26,915 | 32.1% | $10.71万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $43.53万 | 0.19% | 1,285 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $39.85万 | 0.17% | 6,795 | -915 | -11.9% | -$5.37万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.80万 | 0.16% | 2,392 | 2,392 | — | $37.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $37.42万 | 0.16% | 312 | -18 | -5.5% | -$2.16万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $37.06万 | 0.16% | 4,486 | -2 | -0.0% | -$165 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.17万 | 0.15% | 376 | 75 | 24.9% | $7.02万 | 加仓 |
| IYY | ISHARES TR | $35.09万 | 0.15% | 1,925 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.02万 | 0.15% | 937 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.84万 | 0.15% | 288 | -14 | -4.6% | -$1.64万 | 减仓 |
| MTB | M & T BK CORP | $33.39万 | 0.14% | 1,403 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $33.19万 | 0.14% | 1,912 | 1,912 | — | $33.19万 | 新建仓 |
| IXUS | ISHARES TR | $32.47万 | 0.14% | 3,402 | 9 | 0.3% | $859 | 加仓 |
| MRK | MERCK & CO INC | $31.48万 | 0.14% | 2,450 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $31.12万 | 0.13% | 3,242 | 60 | 1.9% | $5,759 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $30.95万 | 0.13% | 2,225 | -296 | -11.7% | -$4.12万 | 减仓 |
| IBDR | ISHARES TR | $30.79万 | 0.13% | 12,706 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $30.67万 | 0.13% | 5,777 | 5,777 | — | $30.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $30.54万 | 0.13% | 3,366 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.52万 | 0.13% | 2,695 | -1,126 | -29.5% | -$12.75万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $30.24万 | 0.13% | 3,136 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $30.13万 | 0.13% | 725 | 67 | 10.2% | $2.78万 | 重新持有 |
| ORCL | ORACLE CORP | $29.59万 | 0.13% | 2,019 | 11 | 0.5% | $1,612 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $27.14万 | 0.12% | 4,379 | 156 | 3.7% | $9,668 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.51万 | 0.11% | 555 | 555 | — | $26.51万 | 新建仓 |
| IJT | ISHARES TR | $26.29万 | 0.11% | 1,472 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $26.22万 | 0.11% | 10,407 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $25.99万 | 0.11% | 10,729 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $25.77万 | 0.11% | 2,481 | -12 | -0.5% | -$1,247 | 减仓 |
| IBMO | ISHARES TR | $25.64万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.59万 | 0.11% | 3,056 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $25.53万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.46万 | 0.11% | 777 | -12 | -1.5% | -$3,778 | 减仓 |
| TMP | TOMPKINS FINL CORP | $24.36万 | 0.10% | 2,577 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.05万 | 0.10% | 555 | 555 | — | $24.05万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.31万 | 0.10% | 2,422 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $22.78万 | 0.10% | 2,749 | 2,749 | — | $22.78万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $22.38万 | 0.10% | 6,075 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $21.89万 | 0.09% | 4,094 | 119 | 3.0% | $6,363 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.78万 | 0.09% | 743 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.73万 | 0.09% | 2,522 | 2,102 | 500.5% | $18.11万 | 重新持有 |