COOPER/HAIMS ADVISORS, LLC
VICTOR NY · SEC CIK 0001654033
$2.12亿2026Q1 申报市值
103持仓数
69.6%前十大占比 · 第一大 16.4%
11 / 6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
REET 加仓+$66.56万
SGOL 加仓+$32.72万
MTB 新建仓+$29.00万
JPM 加仓+$27.59万
SLV 新建仓+$27.09万
2026Q1 卖出最多 按季末市值估算
SCHE 减仓-$431.10万
XGDVX 清仓-$41.06万
NOW 清仓-$25.81万
SCHX 减仓-$23.68万
VTEB 减仓-$23.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $386.77万 | 1.82% | 6,473 | 11 | 0.2% | $6,573 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $406.38万 | 1.91% | 152,889 | 6,033 | 4.1% | $16.04万 | 加仓 |
| AAPL | APPLE INC | $583.06万 | 2.74% | 22,974 | 210 | 0.9% | $5.33万 | 加仓 |
| PAYX | PAYCHEX INC | $724.03万 | 3.41% | 78,596 | 50 | 0.1% | $4,606 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $807.59万 | 3.80% | 161,873 | -4,679 | -2.8% | -$23.34万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $949.46万 | 4.47% | 197,599 | 3,489 | 1.8% | $16.76万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,081.39万 | 5.09% | 421,757 | -9,237 | -2.1% | -$23.68万 | 减仓 |
| REET | ISHARES TR | $1,481.90万 | 6.97% | 589,225 | 26,465 | 4.7% | $66.56万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,523.46万 | 7.17% | 323,589 | -439 | -0.1% | -$2.07万 | 减仓 |
| IVV | ISHARES TR | $1,826.51万 | 8.60% | 27,962 | -330 | -1.2% | -$21.56万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,335.98万 | 10.99% | 283,390 | 2,466 | 0.9% | $20.33万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,477.25万 | 16.36% | 1,055,311 | -130,834 | -11.0% | -$431.10万 | 减仓 |