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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $3,477.25万 | 16.36% | 1,055,311 | -130,834 | -11.0% | -$431.10万 | 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 |
| IVV | ISHARES TR | $1,826.51万 | 8.60% | 27,962 | -330 | -1.2% | -$21.56万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,523.46万 | 7.17% | 323,589 | -439 | -0.1% | -$2.07万 | 减仓 |
| REET | ISHARES TR | $1,481.90万 | 6.97% | 589,225 | 26,465 | 4.7% | $66.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,081.39万 | 5.09% | 421,757 | -9,237 | -2.1% | -$23.68万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $949.46万 | 4.47% | 197,599 | 3,489 | 1.8% | $16.76万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $807.59万 | 3.80% | 161,873 | -4,679 | -2.8% | -$23.34万 | 减仓 |
| PAYX | PAYCHEX INC | $724.03万 | 3.41% | 78,596 | 50 | 0.1% | $4,606 | 加仓 |
| AAPL | APPLE INC | $583.06万 | 2.74% | 22,974 | 210 | 0.9% | $5.33万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $406.38万 | 1.91% | 152,889 | 6,033 | 4.1% | $16.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $386.77万 | 1.82% | 6,473 | 11 | 0.2% | $6,573 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $335.59万 | 1.58% | 144,528 | -2,736 | -1.9% | -$6.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $282.58万 | 1.33% | 4,345 | -102 | -2.3% | -$6.63万 | 减仓 |
| AMZN | AMAZON COM INC | $245.88万 | 1.16% | 11,806 | 1,115 | 10.4% | $23.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $242.53万 | 1.14% | 6,552 | -525 | -7.4% | -$19.43万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $199.59万 | 0.94% | 68,517 | -5,510 | -7.4% | -$16.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $199.38万 | 0.94% | 11,432 | -78 | -0.7% | -$1.36万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $156.48万 | 0.74% | 14,074 | 30 | 0.2% | $3,335 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $140.39万 | 0.66% | 48,278 | -719 | -1.5% | -$2.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.89万 | 0.62% | 6,086 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $126.91万 | 0.60% | 4,314 | 938 | 27.8% | $27.59万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $123.25万 | 0.58% | 49,798 | -2,658 | -5.1% | -$6.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $118.41万 | 0.56% | 5,723 | -161 | -2.7% | -$3.33万 | 减仓 |
| CAT | CATERPILLAR INC | $115.25万 | 0.54% | 1,627 | 48 | 3.0% | $3.40万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $113.99万 | 0.54% | 62,395 | 288 | 0.5% | $5,262 | 加仓 |
| — | EXXON MOBIL CORP | $112.94万 | 0.53% | 6,657 | 64 | 1.0% | $1.09万 | 加仓 |
| GLW | CORNING INC | $100.10万 | 0.47% | 7,362 | 20 | 0.3% | $2,719 | 加仓 |
| ITOT | ISHARES TR | $99.79万 | 0.47% | 7,006 | 450 | 6.9% | $6.41万 | 加仓 |
| GOOGL | ALPHABET INC | $94.43万 | 0.44% | 3,284 | -222 | -6.3% | -$6.38万 | 减仓 |
| GOOG | ALPHABET INC | $91.25万 | 0.43% | 3,181 | 339 | 11.9% | $9.72万 | 加仓 |
| IWM | ISHARES TR | $89.85万 | 0.42% | 3,623 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.03万 | 0.38% | 1,691 | -50 | -2.9% | -$2.40万 | 减仓 |
| SGOL | ETFS GOLD TR | $75.86万 | 0.36% | 17,002 | 7,333 | 75.8% | $32.72万 | 加仓 |
| VB | VANGUARD INDEX FDS | $73.45万 | 0.35% | 2,804 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $72.94万 | 0.34% | 23,558 | 171 | 0.7% | $5,294 | 加仓 |
| EEM | ISHARES TR | $70.92万 | 0.33% | 12,489 | -797 | -6.0% | -$4.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.74万 | 0.33% | 2,877 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $67.30万 | 0.32% | 1,176 | -144 | -10.9% | -$8.24万 | 减仓 |
| ABBV | ABBVIE INC | $60.04万 | 0.28% | 2,761 | 43 | 1.6% | $9,350 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.63万 | 0.28% | 2,398 | 60 | 2.6% | $1.47万 | 加仓 |
| IAU | ISHARES GOLD TR | $57.73万 | 0.27% | 6,548 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $57.43万 | 0.27% | 6,769 | 8 | 0.1% | $679 | 加仓 |
| V | VISA INC | $55.83万 | 0.26% | 1,847 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $53.29万 | 0.25% | 923 | -23 | -2.4% | -$1.33万 | 减仓 |
| PEP | PEPSICO INC | $51.14万 | 0.24% | 3,293 | -100 | -2.9% | -$1.55万 | 减仓 |
| WMT | WALMART INC | $47.48万 | 0.22% | 3,821 | 1,425 | 59.5% | $17.71万 | 加仓 |
| AVGO | BROADCOM INC | $47.23万 | 0.22% | 1,526 | 279 | 22.4% | $8.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.59万 | 0.22% | 8,620 | 71 | 0.8% | $3,838 | 加仓 |
| PG | PROCTER & GAMBLE CO | $45.23万 | 0.21% | 3,131 | 165 | 5.6% | $2.38万 | 加仓 |
| KO | COCA COLA CO | $44.89万 | 0.21% | 5,902 | 121 | 2.1% | $9,203 | 加仓 |
| BAC | BANK AMERICA CORP | $44.56万 | 0.21% | 9,140 | 353 | 4.0% | $1.72万 | 加仓 |
| IWF | ISHARES TR | $42.97万 | 0.20% | 1,008 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $40.39万 | 0.19% | 83,976 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $39.92万 | 0.19% | 3,182 | -189 | -5.6% | -$2.37万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $39.87万 | 0.19% | 13,073 | -1,594 | -10.9% | -$4.86万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $39.36万 | 0.19% | 1,227 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $37.92万 | 0.18% | 1,285 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $37.81万 | 0.18% | 2,521 | -814 | -24.4% | -$12.21万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $37.67万 | 0.18% | 7,710 | 415 | 5.7% | $2.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.56万 | 0.16% | 3,366 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $30.80万 | 0.14% | 12,706 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $30.73万 | 0.14% | 1,925 | 473 | 32.6% | $7.55万 | 加仓 |
| INTC | INTEL CORP | $30.69万 | 0.14% | 6,956 | 537 | 8.4% | $2.37万 | 加仓 |
| IYY | ISHARES TR | $30.50万 | 0.14% | 1,925 | -119 | -5.8% | -$1.89万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.48万 | 0.14% | 748 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.35万 | 0.14% | 330 | 30 | 10.0% | $2.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.99万 | 0.14% | 301 | -2 | -0.7% | -$1,993 | 减仓 |
| ORCL | ORACLE CORP | $29.54万 | 0.14% | 2,008 | -23 | -1.1% | -$3,384 | 减仓 |
| MRK | MERCK & CO INC | $29.47万 | 0.14% | 2,450 | 50 | 2.1% | $6,015 | 加仓 |
| IXUS | ISHARES TR | $29.40万 | 0.14% | 3,393 | 245 | 7.8% | $2.12万 | 加仓 |
| MTB | M & T BK CORP | $29.00万 | 0.14% | 1,403 | 1,403 | — | $29.00万 | 新建仓 |
| GLD | SPDR GOLD TR | $28.49万 | 0.13% | 662 | 15 | 2.3% | $6,454 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.81万 | 0.13% | 3,136 | -27 | -0.9% | -$2,395 | 减仓 |
| SLV | ISHARES SILVER TR | $27.09万 | 0.13% | 3,975 | 3,975 | — | $27.09万 | 新建仓 |
| GE | GE AEROSPACE | $26.58万 | 0.13% | 937 | -14 | -1.5% | -$3,971 | 减仓 |
| GEV | GE VERNOVA INC | $26.36万 | 0.12% | 302 | 302 | — | $26.36万 | 新建仓 |
| IBDX | ISHARES TR | $26.30万 | 0.12% | 10,407 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $26.01万 | 0.12% | 10,729 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $25.93万 | 0.12% | 789 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $25.63万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $24.21万 | 0.11% | 2,493 | 80 | 3.3% | $7,770 | 加仓 |
| — | HONEYWELL INTL INC | $23.98万 | 0.11% | 1,061 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $23.34万 | 0.11% | 2,422 | 263 | 12.2% | $2.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.95万 | 0.11% | 3,056 | -1,097 | -26.4% | -$8.24万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $22.45万 | 0.11% | 9,144 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.12万 | 0.10% | 1,676 | 1,676 | — | $22.12万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.88万 | 0.10% | 634 | -50 | -7.3% | -$1.73万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.58万 | 0.10% | 743 | 743 | — | $21.58万 | 新建仓 |
| WWD | WOODWARD INC | $21.48万 | 0.10% | 600 | 600 | — | $21.48万 | 新建仓 |
| PBI | PITNEY BOWES INC | $21.44万 | 0.10% | 19,406 | -3,000 | -13.4% | -$3.31万 | 减仓 |
| IJT | ISHARES TR | $21.30万 | 0.10% | 1,472 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $21.18万 | 0.10% | 4,223 | 289 | 7.3% | $1.45万 | 重新持有 |
| IBDT | ISHARES TR | $20.85万 | 0.10% | 8,230 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $20.85万 | 0.10% | 685 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $20.64万 | 0.10% | 6,075 | 6,075 | — | $20.64万 | 新建仓 |
| USMV | ISHARES TR | $20.35万 | 0.10% | 2,194 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $20.32万 | 0.10% | 2,577 | 2,577 | — | $20.32万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.29万 | 0.10% | 406 | -10 | -2.4% | -$4,997 | 减仓 |
| EMN | EASTMAN CHEM CO | $20.28万 | 0.10% | 2,658 | 2,658 | — | $20.28万 | 新建仓 |