Tiller Private Wealth, Inc.
BETHLEHEM PA · SEC CIK 0001663649
$3.19亿2026Q2 申报市值
69持仓数
83.3%前十大占比 · 第一大 18.6%
6 / 3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
RSP 加仓+$161.43万
PFFD 加仓+$97.84万
MDY 加仓+$62.32万
AVMC 加仓+$49.52万
SPY 加仓+$38.01万
2026Q2 卖出最多 按季末市值估算
APD 减仓-$120.91万
XLK 减仓-$118.03万
TLT 清仓-$103.27万
VGK 减仓-$90.70万
SCHM 减仓-$80.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $5,927.70万 | 18.57% | 621,092 | -3,522 | -0.6% | -$33.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,622.98万 | 14.48% | 61,906 | 509 | 0.8% | $38.01万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,299.73万 | 10.34% | 173,196 | -6,195 | -3.5% | -$118.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,924.69万 | 9.16% | 137,458 | 7,587 | 5.8% | $161.43万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,352.96万 | 7.37% | 33,454 | 886 | 2.7% | $62.32万 | 加仓 |
| PFFD | GLOBAL X FDS | $1,948.92万 | 6.10% | 1,042,759 | 52,347 | 5.3% | $97.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,913.03万 | 5.99% | 273,681 | -2,313 | -0.8% | -$16.17万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,393.06万 | 4.36% | 385,569 | -10,747 | -2.7% | -$38.83万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,107.40万 | 3.47% | 37,772 | -4,124 | -9.8% | -$120.91万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,095.77万 | 3.43% | 297,198 | -21,881 | -6.9% | -$80.68万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $896.43万 | 2.81% | 111,704 | 6,171 | 5.8% | $49.52万 | 加仓 |
| AAPL | APPLE INC | $859.35万 | 2.69% | 29,698 | -200 | -0.7% | -$5.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.60万 | 1.40% | 8,925 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $400.05万 | 1.25% | 45,183 | -10,244 | -18.5% | -$90.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $233.03万 | 0.73% | 11,646 | 59 | 0.5% | $1.18万 | 加仓 |
| AMZN | AMAZON COM INC | $212.15万 | 0.66% | 8,901 | -265 | -2.9% | -$6.32万 | 减仓 |
| AI | C3 AI INC | $201.88万 | 0.63% | 222,090 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $96.77万 | 0.30% | 2,956 | 4 | 0.1% | $1,309 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $82.14万 | 0.26% | 3,336 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $77.41万 | 0.24% | 2,191 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $76.26万 | 0.24% | 10,680 | 80 | 0.8% | $5,712 | 加仓 |
| HD | HOME DEPOT INC | $68.81万 | 0.22% | 1,951 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $59.00万 | 0.18% | 19,351 | 1,011 | 5.5% | $3.08万 | 加仓 |
| META | META PLATFORMS INC | $58.93万 | 0.18% | 1,046 | 100 | 10.6% | $5.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $57.29万 | 0.18% | 778 | 10 | 1.3% | $7,364 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $56.90万 | 0.18% | 39,765 | 9,900 | 33.1% | $14.17万 | 加仓 |
| IXG | ISHARES TR | $54.60万 | 0.17% | 4,385 | -175 | -3.8% | -$2.18万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $52.61万 | 0.16% | 2,840 | -30 | -1.0% | -$5,557 | 减仓 |
| MSFT | MICROSOFT CORP | $51.15万 | 0.16% | 1,371 | -75 | -5.2% | -$2.80万 | 减仓 |
| GOOGL | ALPHABET INC | $50.24万 | 0.16% | 1,406 | -135 | -8.8% | -$4.82万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $50.03万 | 0.16% | 9,332 | -217 | -2.3% | -$1.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.94万 | 0.15% | 1,927 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $48.78万 | 0.15% | 50,600 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $48.71万 | 0.15% | 1,931 | -30 | -1.5% | -$7,567 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $48.61万 | 0.15% | 7,537 | -353 | -4.5% | -$2.28万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $46.63万 | 0.15% | 3,976 | -48 | -1.2% | -$5,629 | 减仓 |
| ET | ENERGY TRANSFER L P | $45.49万 | 0.14% | 23,791 | 10 | 0.0% | $191 | 加仓 |
| OEC | ORION S.A. | $43.22万 | 0.14% | 65,186 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $38.57万 | 0.12% | 3,737 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $36.90万 | 0.12% | 2,972 | 0 | 0.0% | — | 不变 |
| AFOS | EA SERIES TRUST | $36.44万 | 0.11% | 7,813 | 14 | 0.2% | $653 | 加仓 |
| IXP | ISHARES TR | $35.94万 | 0.11% | 3,185 | 30 | 1.0% | $3,385 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $35.18万 | 0.11% | 15,499 | 15,499 | — | $35.18万 | 新建仓 |
| DIS | DISNEY WALT CO | $34.24万 | 0.11% | 3,557 | -50 | -1.4% | -$4,813 | 减仓 |
| V | VISA INC | $33.61万 | 0.11% | 980 | -30 | -3.0% | -$1.03万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $32.97万 | 0.10% | 10,396 | 176 | 1.7% | $5,581 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $32.46万 | 0.10% | 6,401 | 6,401 | — | $32.46万 | 新建仓 |
| IVV | ISHARES TR | $31.45万 | 0.10% | 420 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $31.27万 | 0.10% | 1,649 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.64万 | 0.09% | 2,123 | 2,123 | — | $29.64万 | 新建仓 |
| MCD | MCDONALDS CORP | $29.45万 | 0.09% | 1,090 | -30 | -2.7% | -$8,106 | 减仓 |
| — | EA SERIES TRUST | $28.75万 | 0.09% | 9,124 | 225 | 2.5% | $7,091 | 加仓 |
| DCO | DUCOMMUN INC DEL | $27.97万 | 0.09% | 1,510 | 1,510 | — | $27.97万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $27.27万 | 0.09% | 1,719 | -373 | -17.8% | -$5.92万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.33万 | 0.08% | 3,080 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.08万 | 0.08% | 10,832 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $25.94万 | 0.08% | 654 | -1 | -0.2% | -$397 | 减仓 |
| VB | VANGUARD INDEX FDS | $25.67万 | 0.08% | 847 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $25.20万 | 0.08% | 1,370 | 130 | 10.5% | $2.39万 | 加仓 |
| KO | COCA COLA CO | $24.25万 | 0.08% | 2,984 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $24.05万 | 0.08% | 2,445 | -460 | -15.8% | -$4.53万 | 减仓 |
| IEFA | ISHARES TR | $24.00万 | 0.08% | 2,485 | -350 | -12.3% | -$3.38万 | 减仓 |
| VDC | VANGUARD WORLD FD | $23.90万 | 0.07% | 1,060 | -20 | -1.9% | -$4,510 | 减仓 |
| — | EXXON MOBIL CORP | $22.78万 | 0.07% | 1,666 | -50 | -2.9% | -$6,836 | 减仓 |
| PEP | PEPSICO INC | $22.73万 | 0.07% | 1,679 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $22.52万 | 0.07% | 625 | 625 | — | $22.52万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $20.28万 | 0.06% | 2,762 | 40 | 1.5% | $2,936 | 加仓 |
| VTV | VANGUARD INDEX FDS | $20.03万 | 0.06% | 919 | -198 | -17.7% | -$4.32万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $12.83万 | 0.04% | 11,894 | 11,894 | — | $12.83万 | 新建仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -11,912 | -100.0% | -$103.27万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$25.84万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.61万 | 清仓 |