Orgel Wealth Management, LLC
ALTOONA WI · SEC CIK 0001658535
$52.72亿2026Q2 申报市值
113持仓数
71.6%前十大占比 · 第一大 14.0%
19 / 2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
VSDB 加仓+$3.60亿
SHYM 新建仓+$1.83亿
IJH 新建仓+$1.19亿
IVV 加仓+$2,763.25万
QUAL 加仓+$1,438.01万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$3.37亿
MMIT 清仓-$1.58亿
BND 重新持有-$1.15亿
FLQM 减仓-$1.01亿
PFFD 减仓-$410.58万
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $7.37亿 | 13.98% | 3,358,210 | 65,534 | 2.0% | $1,438.01万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $6.26亿 | 11.87% | 8,199,393 | 4,710,224 | 135.0% | $3.60亿 | 加仓 |
| IVV | ISHARES TR | $4.84亿 | 9.18% | 646,536 | 36,898 | 6.1% | $2,763.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4.04亿 | 7.67% | 3,398,409 | -30,708 | -0.9% | -$365.39万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3.03亿 | 5.75% | 3,084,964 | 20,552 | 0.7% | $201.82万 | 加仓 |
| MUB | ISHARES TR | $2.91亿 | 5.53% | 2,708,345 | 31,252 | 1.2% | $336.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.68亿 | 5.09% | 9,692,489 | 280,973 | 3.0% | $778.30万 | 加仓 |
| PMBS | PIMCO ETF TR | $2.40亿 | 4.56% | 4,870,198 | 50,708 | 1.1% | $250.40万 | 加仓 |
| MTUM | ISHARES TR | $2.31亿 | 4.37% | 672,724 | -10,975 | -1.6% | -$376.26万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.90亿 | 3.60% | 961,906 | 62,816 | 7.0% | $1,241.24万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $1.83亿 | 3.47% | 8,146,410 | 8,146,410 | — | $1.83亿 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $1.81亿 | 3.43% | 3,570,951 | 105,896 | 3.1% | $535.62万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1.53亿 | 2.91% | 1,115,920 | 29,152 | 2.7% | $400.96万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.37亿 | 2.60% | 4,658,623 | -32,479 | -0.7% | -$95.59万 | 减仓 |
| PFFD | GLOBAL X FDS | $1.28亿 | 2.42% | 6,826,192 | -219,679 | -3.1% | -$410.58万 | 减仓 |
| IJH | ISHARES TR | $1.19亿 | 2.26% | 1,548,629 | 1,548,629 | — | $1.19亿 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $7,972.07万 | 1.51% | 2,198,585 | 88,370 | 4.2% | $320.43万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $7,205.69万 | 1.37% | 885,647 | -14,441 | -1.6% | -$117.49万 | 减仓 |
| IEFA | ISHARES TR | $6,827.07万 | 1.29% | 706,882 | 4,486 | 0.6% | $43.33万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $6,625.82万 | 1.26% | 216,318 | -2,763 | -1.3% | -$84.63万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,565.16万 | 0.68% | 395,689 | -2,717 | -0.7% | -$24.48万 | 减仓 |
| IMCV | ISHARES TR | $3,124.33万 | 0.59% | 341,915 | -912 | -0.3% | -$8.33万 | 减仓 |
| IMCG | ISHARES TR | $2,793.33万 | 0.53% | 284,164 | -7,453 | -2.6% | -$73.26万 | 减仓 |
| IEMG | ISHARES INC | $2,567.83万 | 0.49% | 309,975 | 3,435 | 1.1% | $28.46万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,893.53万 | 0.36% | 143,189 | 5,054 | 3.7% | $66.83万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $1,045.77万 | 0.20% | 127,788 | 127,788 | — | $1,045.77万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1,027.18万 | 0.19% | 33,887 | 88 | 0.3% | $2.67万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,027.00万 | 0.19% | 124,727 | -1,372 | -1.1% | -$11.30万 | 减仓 |
| ESGD | ISHARES TR | $931.11万 | 0.18% | 90,566 | -119 | -0.1% | -$1.22万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $930.38万 | 0.18% | 293,403 | -3,004 | -1.0% | -$9.53万 | 减仓 |
| IUSB | ISHARES TR | $913.52万 | 0.17% | 197,945 | -3,709 | -1.8% | -$17.12万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $794.90万 | 0.15% | 27,785 | 27,785 | — | $794.90万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $771.14万 | 0.15% | 227,877 | 7,302 | 3.3% | $24.71万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $695.77万 | 0.13% | 192,575 | -5,740 | -2.9% | -$20.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $517.37万 | 0.10% | 7,533 | 1,238 | 19.7% | $85.03万 | 加仓 |
| — | QUAKER INVT TR | $509.45万 | 0.10% | 294,906 | 8,482 | 3.0% | $14.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $493.84万 | 0.09% | 6,613 | 335 | 5.3% | $25.02万 | 加仓 |
| EFA | ISHARES TR | $368.66万 | 0.07% | 35,489 | 1,852 | 5.5% | $19.24万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $316.64万 | 0.06% | 54,702 | -1,741,937 | -97.0% | -$1.01亿 | 减仓 |
| AAPL | APPLE INC | $299.20万 | 0.06% | 10,340 | 2,525 | 32.3% | $73.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $295.55万 | 0.06% | 7,987 | 1,368 | 20.7% | $50.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $233.22万 | 0.04% | 32,732 | 32,732 | — | $233.22万 | 新建仓 |
| JSML | JANUS DETROIT STR TR | $222.48万 | 0.04% | 23,908 | -450 | -1.8% | -$4.19万 | 减仓 |
| IWM | ISHARES TR | $221.37万 | 0.04% | 7,368 | 771 | 11.7% | $23.16万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $209.28万 | 0.04% | 35,958 | -5,796,714 | -99.4% | -$3.37亿 | 减仓 |
| MSFT | MICROSOFT CORP | $205.94万 | 0.04% | 5,521 | 191 | 3.6% | $7.12万 | 加仓 |
| IVW | ISHARES TR | $202.31万 | 0.04% | 14,710 | 14,710 | — | $202.31万 | 新建仓 |
| EMXC | ISHARES INC | $195.64万 | 0.04% | 19,124 | 2 | 0.0% | $205 | 加仓 |
| IVE | ISHARES TR | $191.71万 | 0.04% | 8,443 | 8,443 | — | $191.71万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $191.07万 | 0.04% | 8,075 | 2,320 | 40.3% | $54.90万 | 加仓 |
| IWF | ISHARES TR | $184.79万 | 0.04% | 14,882 | 3,022 | 25.5% | $37.52万 | 加仓 |
| SUSL | ISHARES TR | $178.04万 | 0.03% | 13,411 | -124 | -0.9% | -$1.65万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $173.43万 | 0.03% | 19,735 | 7,550 | 62.0% | $66.35万 | 加仓 |
| IWR | ISHARES TR | $150.47万 | 0.03% | 13,639 | -629 | -4.4% | -$6.94万 | 减仓 |
| IWD | ISHARES TR | $149.89万 | 0.03% | 6,183 | 3,178 | 105.8% | $77.04万 | 加仓 |
| AGG | ISHARES TR | $145.25万 | 0.03% | 14,675 | 3,060 | 26.3% | $30.29万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $144.18万 | 0.03% | 2,050 | 158 | 8.4% | $11.11万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $136.73万 | 0.03% | 24,209 | 11,569 | 91.5% | $65.34万 | 加仓 |
| GLD | SPDR GOLD TR | $123.07万 | 0.02% | 3,341 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $116.06万 | 0.02% | 7,065 | -962 | -12.0% | -$15.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $113.52万 | 0.02% | 13,179 | -393 | -2.9% | -$3.39万 | 减仓 |
| MLPX | GLOBAL X FDS | $102.31万 | 0.02% | 13,889 | 3,394 | 32.3% | $25.00万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $99.56万 | 0.02% | 48,662 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $99.03万 | 0.02% | 16,113 | 6,119 | 61.2% | $37.61万 | 加仓 |
| HDEF | DBX ETF TR | $95.67万 | 0.02% | 29,766 | 40 | 0.1% | $1,286 | 加仓 |
| IQLT | ISHARES TR | $87.66万 | 0.02% | 17,691 | 17,691 | — | $87.66万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $85.49万 | 0.02% | 26,943 | 11,992 | 80.2% | $38.05万 | 加仓 |
| AMZN | AMAZON COM INC | $84.89万 | 0.02% | 3,562 | 218 | 6.5% | $5.20万 | 加仓 |
| SUB | ISHARES TR | $79.14万 | 0.02% | 7,433 | 392 | 5.6% | $4.17万 | 加仓 |
| IWY | ISHARES TR | $76.58万 | 0.01% | 2,635 | 2,635 | — | $76.58万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $72.63万 | 0.01% | 3,630 | 3,630 | — | $72.63万 | 新建仓 |
| CAT | CATERPILLAR INC | $70.60万 | 0.01% | 663 | -3 | -0.5% | -$3,195 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $67.45万 | 0.01% | 6,843 | -605 | -8.1% | -$5.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.48万 | 0.01% | 3,125 | 624 | 25.0% | $13.27万 | 加仓 |
| IJR | ISHARES TR | $61.29万 | 0.01% | 4,133 | 708 | 20.7% | $10.50万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $60.34万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $59.52万 | 0.01% | 14,570 | 4,540 | 45.3% | $18.55万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $56.53万 | 0.01% | 6,750 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.08万 | 0.01% | 960 | 42 | 4.6% | $2.37万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $53.52万 | 0.01% | 7,869 | 7,869 | — | $53.52万 | 新建仓 |
| IWO | ISHARES TR | $52.55万 | 0.01% | 1,334 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $51.20万 | 0.01% | 2,344 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $50.82万 | 0.01% | 3,471 | 318 | 10.1% | $4.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $49.07万 | 0.01% | 1,993 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $48.63万 | 0.01% | 660 | 164 | 33.1% | $12.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $48.37万 | 0.01% | 942 | 44 | 4.9% | $2.26万 | 加仓 |
| GOOGL | ALPHABET INC | $47.28万 | 0.01% | 1,323 | 275 | 26.2% | $9.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $47.18万 | 0.01% | 5,856 | 5,856 | — | $47.18万 | 新建仓 |
| IGRO | ISHARES TR | $43.04万 | 0.01% | 4,895 | 1,537 | 45.8% | $13.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.03万 | 0.01% | 1,284 | 87 | 7.3% | $2.85万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $40.71万 | 0.01% | 2,865 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.54万 | 0.01% | 6,792 | 1,520 | 28.8% | $9.07万 | 加仓 |
| INTF | ISHARES TR | $38.69万 | 0.01% | 9,445 | 683 | 7.8% | $2.80万 | 加仓 |
| IWB | ISHARES TR | $38.49万 | 0.01% | 940 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $35.78万 | 0.01% | 3,727 | 211 | 6.0% | $2.03万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $34.56万 | 0.01% | 6,283 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.38万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $34.02万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $33.57万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $31.65万 | 0.01% | 1,923 | 248 | 14.8% | $4.08万 | 加仓 |