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 |
|---|---|---|---|---|---|---|---|---|
| BNL | BROADSTONE NET LEASE INC | $129.54万 | 0.56% | 62,670 | 275 | 0.4% | $5,684 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $135.20万 | 0.58% | 48,810 | -988 | -2.0% | -$2.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.01万 | 0.62% | 6,086 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $173.93万 | 0.75% | 48,141 | -137 | -0.3% | -$4,950 | 减仓 |
| CAT | CATERPILLAR INC | $175.28万 | 0.75% | 1,646 | 19 | 1.2% | $2.02万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $180.75万 | 0.78% | 14,112 | 38 | 0.3% | $4,867 | 加仓 |
| GLW | CORNING INC | $209.71万 | 0.90% | 8,210 | 848 | 11.5% | $21.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $225.14万 | 0.97% | 66,531 | -1,986 | -2.9% | -$6.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.31万 | 1.03% | 6,389 | -163 | -2.5% | -$6.08万 | 减仓 |
| AMZN | AMAZON COM INC | $252.81万 | 1.09% | 10,607 | -1,199 | -10.2% | -$28.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $257.65万 | 1.11% | 12,877 | 1,445 | 12.6% | $28.91万 | 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 |
| SCHZ | SCHWAB STRATEGIC TR | $334.68万 | 1.44% | 144,694 | 166 | 0.1% | $3,840 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $447.08万 | 1.92% | 154,325 | 1,436 | 0.9% | $4.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $481.94万 | 2.07% | 7,017 | 544 | 8.4% | $37.36万 | 加仓 |
| PAYX | PAYCHEX INC | $605.87万 | 2.61% | 61,616 | -16,980 | -21.6% | -$166.96万 | 减仓 |
| AAPL | APPLE INC | $642.42万 | 2.76% | 22,201 | -773 | -3.4% | -$22.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $744.63万 | 3.20% | 147,219 | -14,654 | -9.1% | -$74.12万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $968.75万 | 4.17% | 200,030 | 2,431 | 1.2% | $11.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,218.62万 | 5.24% | 414,073 | -7,684 | -1.8% | -$22.61万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,511.50万 | 6.50% | 322,008 | -1,581 | -0.5% | -$7.42万 | 减仓 |
| REET | ISHARES TR | $1,658.06万 | 7.13% | 600,310 | 11,085 | 1.9% | $30.62万 | 加仓 |
| IVV | ISHARES TR | $2,092.79万 | 9.00% | 27,945 | -17 | -0.1% | -$1.27万 | 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 |
| SCHE | SCHWAB STRATEGIC TR | $3,600.35万 | 15.49% | 992,925 | -62,386 | -5.9% | -$226.21万 | 减仓 |