Orgel Wealth Management, LLC
ALTOONA WI · SEC CIK 0001658535
$46.41亿2026Q1 申报市值
95持仓数
68.7%前十大占比 · 第一大 13.6%
8 / 4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
VSDB 新建仓+$2.66亿
VYMI 加仓+$5,298.09万
QUAL 加仓+$4,644.16万
IVV 加仓+$3,419.62万
FLQM 加仓+$1,569.90万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$1.31亿
SPYG 减仓-$2,563.82万
PFFD 减仓-$596.89万
VTEB 减仓-$457.90万
IEFA 减仓-$191.74万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $6.32亿 | 13.61% | 3,292,676 | 242,123 | 7.9% | $4,644.16万 | 加仓 |
| IVV | ISHARES TR | $3.98亿 | 8.58% | 609,638 | 52,351 | 9.4% | $3,419.62万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3.41亿 | 7.36% | 5,832,672 | -2,246,145 | -27.8% | -$1.31亿 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3.36亿 | 7.23% | 3,429,117 | -261,855 | -7.1% | -$2,563.82万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.89亿 | 6.22% | 3,064,412 | 562,191 | 22.5% | $5,298.09万 | 加仓 |
| MUB | ISHARES TR | $2.84亿 | 6.12% | 2,677,093 | 61,174 | 2.3% | $649.36万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $2.66亿 | 5.73% | 3,489,169 | 3,489,169 | — | $2.66亿 | 新建仓 |
| PMBS | PIMCO ETF TR | $2.39亿 | 5.15% | 4,819,490 | 89,488 | 1.9% | $443.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.33亿 | 5.02% | 9,411,516 | 479,302 | 5.4% | $1,186.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.73亿 | 3.72% | 3,465,055 | -91,781 | -2.6% | -$457.90万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.66亿 | 3.57% | 899,090 | 51,890 | 6.1% | $956.23万 | 加仓 |
| MTUM | ISHARES TR | $1.64亿 | 3.54% | 683,699 | 7,238 | 1.1% | $173.70万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1.58亿 | 3.41% | 6,575,324 | 249,583 | 3.9% | $601.62万 | 加仓 |
| PFFD | GLOBAL X FDS | $1.30亿 | 2.79% | 7,045,871 | -324,397 | -4.4% | -$596.89万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1.25亿 | 2.69% | 1,086,768 | 51,438 | 5.0% | $590.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.20亿 | 2.59% | 4,691,102 | 11,704 | 0.3% | $30.01万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $9,868.94万 | 2.13% | 1,796,639 | 285,800 | 18.9% | $1,569.90万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $6,953.16万 | 1.50% | 2,110,215 | 107,539 | 5.4% | $354.34万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $6,534.64万 | 1.41% | 900,088 | -9,498 | -1.0% | -$68.96万 | 减仓 |
| IEFA | ISHARES TR | $6,358.79万 | 1.37% | 702,396 | -21,180 | -2.9% | -$191.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $5,638.04万 | 1.21% | 219,081 | 3,836 | 1.8% | $98.72万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,995.61万 | 0.65% | 398,406 | -4,327 | -1.1% | -$32.53万 | 减仓 |
| IMCV | ISHARES TR | $2,906.69万 | 0.63% | 342,827 | -15,389 | -4.3% | -$130.48万 | 减仓 |
| IMCG | ISHARES TR | $2,297.07万 | 0.49% | 291,617 | 380 | 0.1% | $2.99万 | 加仓 |
| IEMG | ISHARES INC | $2,138.12万 | 0.46% | 306,540 | -13,695 | -4.3% | -$95.52万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,550.84万 | 0.33% | 138,135 | 10,246 | 8.0% | $115.03万 | 加仓 |
| IUSB | ISHARES TR | $931.44万 | 0.20% | 201,654 | -2,068 | -1.0% | -$9.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $909.38万 | 0.20% | 296,407 | -52,998 | -15.2% | -$162.60万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $904.51万 | 0.19% | 126,099 | 47,364 | 60.2% | $339.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $885.26万 | 0.19% | 33,799 | -384 | -1.1% | -$10.06万 | 减仓 |
| ESGD | ISHARES TR | $867.13万 | 0.19% | 90,685 | 32,767 | 56.6% | $313.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $642.53万 | 0.14% | 220,575 | 14,719 | 7.2% | $42.88万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $576.70万 | 0.12% | 198,315 | -4,454 | -2.2% | -$12.95万 | 减仓 |
| — | TIDAL TRUST III | $496.66万 | 0.11% | 286,424 | -1,355 | -0.5% | -$2.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $408.28万 | 0.09% | 6,278 | 15 | 0.2% | $9,755 | 加仓 |
| VOO | VANGUARD INDEX FDS | $376.16万 | 0.08% | 6,295 | 206 | 3.4% | $12.31万 | 加仓 |
| EFA | ISHARES TR | $326.72万 | 0.07% | 33,637 | -783 | -2.3% | -$7.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $212.34万 | 0.05% | 6,619 | 502 | 8.2% | $16.10万 | 加仓 |
| AAPL | APPLE INC | $198.34万 | 0.04% | 7,815 | -78 | -1.0% | -$1.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $197.30万 | 0.04% | 5,330 | 133 | 2.6% | $4.92万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $170.58万 | 0.04% | 24,358 | -7,511 | -23.6% | -$52.60万 | 减仓 |
| IWM | ISHARES TR | $163.61万 | 0.04% | 6,597 | 113 | 1.7% | $2.80万 | 加仓 |
| SUSL | ISHARES TR | $153.76万 | 0.03% | 13,535 | -207 | -1.5% | -$2.35万 | 减仓 |
| EMXC | ISHARES INC | $150.41万 | 0.03% | 19,122 | -617 | -3.1% | -$4.85万 | 减仓 |
| GLD | SPDR GOLD TR | $143.75万 | 0.03% | 3,341 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $138.73万 | 0.03% | 14,268 | -325 | -2.2% | -$3.16万 | 减仓 |
| IWF | ISHARES TR | $126.43万 | 0.03% | 2,965 | 106 | 3.7% | $4.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $123.77万 | 0.03% | 5,755 | 1,031 | 21.8% | $22.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $116.69万 | 0.03% | 1,892 | 278 | 17.2% | $17.15万 | 加仓 |
| AGG | ISHARES TR | $115.30万 | 0.02% | 11,615 | -319 | -2.7% | -$3.17万 | 减仓 |
| ITOT | ISHARES TR | $114.33万 | 0.02% | 8,027 | 962 | 13.6% | $13.70万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $99.47万 | 0.02% | 48,662 | 48,662 | — | $99.47万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $98.80万 | 0.02% | 2,262 | -188 | -7.7% | -$8.21万 | 减仓 |
| HDEF | DBX ETF TR | $96.34万 | 0.02% | 29,726 | 267 | 0.9% | $8,653 | 加仓 |
| SPYM | SPDR SERIES TRUST | $93.26万 | 0.02% | 12,185 | 5,219 | 74.9% | $39.95万 | 加仓 |
| MLPX | GLOBAL X FDS | $77.60万 | 0.02% | 10,495 | 10,495 | — | $77.60万 | 新建仓 |
| SUB | ISHARES TR | $74.99万 | 0.02% | 7,041 | 1,002 | 16.6% | $10.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.64万 | 0.02% | 12,640 | 5,579 | 79.0% | $31.62万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $70.88万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.64万 | 0.02% | 3,344 | 485 | 17.0% | $10.10万 | 加仓 |
| IWD | ISHARES TR | $64.21万 | 0.01% | 3,005 | 41 | 1.4% | $8,760 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $59.66万 | 0.01% | 7,448 | -1,513 | -16.9% | -$12.12万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $55.49万 | 0.01% | 9,994 | 4,841 | 93.9% | $26.88万 | 加仓 |
| META | META PLATFORMS INC | $52.52万 | 0.01% | 918 | -20 | -2.1% | -$1.14万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $50.69万 | 0.01% | 6,750 | 158 | 2.4% | $1.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.00万 | 0.01% | 2,501 | 36 | 1.5% | $6,909 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $47.33万 | 0.01% | 14,951 | 6,145 | 69.8% | $19.46万 | 加仓 |
| CAT | CATERPILLAR INC | $47.18万 | 0.01% | 666 | 65 | 10.8% | $4.60万 | 加仓 |
| PGR | PROGRESSIVE CORP | $46.47万 | 0.01% | 2,344 | -41 | -1.7% | -$8,128 | 减仓 |
| MA | MASTERCARD INCORPORATED | $44.86万 | 0.01% | 898 | 62 | 7.4% | $3.10万 | 加仓 |
| IJR | ISHARES TR | $42.58万 | 0.01% | 3,425 | -27 | -0.8% | -$3,356 | 减仓 |
| IWO | ISHARES TR | $41.86万 | 0.01% | 1,334 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $41.02万 | 0.01% | 1,993 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $40.40万 | 0.01% | 3,153 | 1,175 | 59.4% | $15.05万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $39.81万 | 0.01% | 2,865 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.21万 | 0.01% | 1,197 | -76 | -6.0% | -$2.24万 | 减仓 |
| INTF | ISHARES TR | $34.14万 | 0.01% | 8,762 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $33.83万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $33.52万 | 0.01% | 940 | 17 | 1.8% | $6,062 | 加仓 |
| — | WISDOMTREE TR | $33.22万 | 0.01% | 10,030 | 10,030 | — | $33.22万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.92万 | 0.01% | 687 | 210 | 44.0% | $10.06万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $32.79万 | 0.01% | 3,516 | 233 | 7.1% | $2.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.31万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $30.45万 | 0.01% | 6,283 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $30.14万 | 0.01% | 1,048 | 1,048 | — | $30.14万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $28.63万 | 0.01% | 496 | 131 | 35.9% | $7.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.50万 | 0.01% | 5,272 | -192 | -3.5% | -$1.04万 | 减仓 |
| IGRO | ISHARES TR | $28.13万 | 0.01% | 3,358 | 3,358 | — | $28.13万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.03万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.90万 | 0.01% | 903 | 903 | — | $25.90万 | 新建仓 |
| IWS | ISHARES TR | $24.41万 | 0.01% | 1,675 | 1,675 | — | $24.41万 | 新建仓 |
| PEP | PEPSICO INC | $23.29万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $21.27万 | 0.00% | 2,505 | -118 | -4.5% | -$1.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.64万 | 0.00% | 1,052 | -85 | -7.5% | -$1.67万 | 减仓 |
| HD | HOME DEPOT INC | $20.16万 | 0.00% | 613 | -135 | -18.0% | -$4.44万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -32,890 | -100.0% | -$131.99万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,509 | -100.0% | -$54.34万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,276 | -100.0% | -$52.67万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,067 | -100.0% | -$52.28万 | 清仓 |