Schneider Downs Wealth Management Advisors, LP
Pittsburgh PA · SEC CIK 0001665359
$10.64亿2026Q2 申报市值
177持仓数
64.9%前十大占比 · 第一大 18.4%
22 / 4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
FHI 加仓+$4,548.47万
MSFT 加仓+$474.90万
JPIE 加仓+$276.84万
MUB 加仓+$237.14万
EXXON MOBIL CORP 加仓+$204.71万
2026Q2 卖出最多 按季末市值估算
IJR 减仓-$58.83万
VOO 减仓-$49.72万
IWR 减仓-$35.79万
IJUL 减仓-$32.82万
VTEB 减仓-$31.35万
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 |
|---|---|---|---|---|---|---|---|---|
| SUSC | ISHARES TR | $90.08万 | 0.08% | 38,910 | 603 | 1.6% | $1.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $94.09万 | 0.09% | 3,705 | 269 | 7.8% | $6.83万 | 加仓 |
| AMGN | AMGEN INC | $95.17万 | 0.09% | 2,628 | 1,128 | 75.2% | $40.85万 | 加仓 |
| META | META PLATFORMS INC | $99.15万 | 0.09% | 1,760 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $102.79万 | 0.10% | 2,721 | 617 | 29.3% | $23.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $103.30万 | 0.10% | 2,064 | 929 | 81.9% | $46.50万 | 加仓 |
| V | VISA INC | $103.99万 | 0.10% | 3,031 | -141 | -4.4% | -$4.84万 | 减仓 |
| SUSB | ISHARES TR | $104.06万 | 0.10% | 41,640 | 598 | 1.5% | $1.49万 | 加仓 |
| IJS | ISHARES TR | $107.37万 | 0.10% | 7,855 | 15 | 0.2% | $2,050 | 加仓 |
| CAT | CATERPILLAR INC | $108.30万 | 0.10% | 1,017 | 2 | 0.2% | $2,130 | 加仓 |
| IWM | ISHARES TR | $109.42万 | 0.10% | 3,642 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $110.48万 | 0.10% | 1,181 | 10 | 0.9% | $9,355 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $111.63万 | 0.10% | 10,500 | -28 | -0.3% | -$2,977 | 减仓 |
| WMT | WALMART INC | $112.15万 | 0.11% | 9,902 | -104 | -1.0% | -$1.18万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $112.41万 | 0.11% | 11,657 | 28 | 0.2% | $2,700 | 加仓 |
| GDX | VANECK ETF TRUST | $115.59万 | 0.11% | 15,320 | 650 | 4.4% | $4.90万 | 加仓 |
| RKLB | ROCKET LAB CORP | $118.02万 | 0.11% | 11,610 | 589 | 5.3% | $5.99万 | 加仓 |
| IJJ | ISHARES TR | $119.04万 | 0.11% | 8,058 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $120.50万 | 0.11% | 1,636 | 15 | 0.9% | $1.10万 | 加仓 |
| IJK | ISHARES TR | $124.42万 | 0.12% | 10,589 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $137.85万 | 0.13% | 9,099 | 338 | 3.9% | $5.12万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $140.84万 | 0.13% | 62,848 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $162.52万 | 0.15% | 15,808 | 1,569 | 11.0% | $16.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $166.78万 | 0.16% | 8,335 | 608 | 7.9% | $12.17万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $168.91万 | 0.16% | 46,750 | -234 | -0.5% | -$8,454 | 减仓 |
| IJH | ISHARES TR | $185.26万 | 0.17% | 24,026 | -4 | -0.0% | -$308 | 减仓 |
| ETN | EATON CORP PLC | $203.81万 | 0.19% | 4,783 | 3,003 | 168.7% | $127.96万 | 加仓 |
| BN | BROOKFIELD CORP | $205.43万 | 0.19% | 48,234 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $220.55万 | 0.21% | 60,826 | -5,777 | -8.7% | -$20.95万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.21% | 3 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $226.36万 | 0.21% | 22,959 | 1,605 | 7.5% | $15.82万 | 加仓 |
| — | EXXON MOBIL CORP | $231.43万 | 0.22% | 16,927 | 14,973 | 766.3% | $204.71万 | 加仓 |
| IVE | ISHARES TR | $247.34万 | 0.23% | 10,893 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $253.68万 | 0.24% | 8,369 | 284 | 3.5% | $8.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $256.54万 | 0.24% | 57,831 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $258.57万 | 0.24% | 10,849 | 986 | 10.0% | $23.50万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $275.84万 | 0.26% | 113,938 | 1,048 | 0.9% | $2.54万 | 加仓 |
| GLD | SPDR GOLD TR | $277.32万 | 0.26% | 7,528 | 726 | 10.7% | $26.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $282.49万 | 0.27% | 7,634 | 844 | 12.4% | $31.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $290.97万 | 0.27% | 8,889 | 13 | 0.1% | $4,255 | 加仓 |
| GOOG | ALPHABET INC | $294.82万 | 0.28% | 8,344 | -36 | -0.4% | -$1.27万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $300.20万 | 0.28% | 12,192 | 375 | 3.2% | $9.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $303.77万 | 0.29% | 34,566 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $311.31万 | 0.29% | 21,863 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $320.27万 | 0.30% | 25,058 | -1,058 | -4.1% | -$13.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $331.23万 | 0.31% | 119,578 | -501 | -0.4% | -$1.39万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $332.03万 | 0.31% | 21,840 | 294 | 1.4% | $4.47万 | 加仓 |
| IVW | ISHARES TR | $347.77万 | 0.33% | 25,287 | -329 | -1.3% | -$4.52万 | 减仓 |
| GOOGL | ALPHABET INC | $361.02万 | 0.34% | 10,102 | 770 | 8.3% | $27.52万 | 加仓 |
| IEFA | ISHARES TR | $378.07万 | 0.36% | 39,146 | 4,217 | 12.1% | $40.73万 | 加仓 |
| PRCH | PORCH GROUP INC | $412.42万 | 0.39% | 274,216 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $433.00万 | 0.41% | 17,820 | 4,577 | 34.6% | $111.21万 | 加仓 |
| IVV | ISHARES TR | $550.69万 | 0.52% | 7,353 | 1,417 | 23.9% | $106.12万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $576.47万 | 0.54% | 64,641 | -1,232 | -1.9% | -$10.99万 | 减仓 |
| FEGE | RBB FUND TRUST | $587.19万 | 0.55% | 120,030 | 12,471 | 11.6% | $61.01万 | 加仓 |
| EFA | ISHARES TR | $635.09万 | 0.60% | 61,137 | 117 | 0.2% | $1.22万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $713.63万 | 0.67% | 141,089 | -6,198 | -4.2% | -$31.35万 | 减仓 |
| IWR | ISHARES TR | $820.66万 | 0.77% | 74,389 | -3,244 | -4.2% | -$35.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $835.99万 | 0.79% | 11,195 | -148 | -1.3% | -$11.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $948.90万 | 0.89% | 25,438 | 12,731 | 100.2% | $474.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $993.43万 | 0.93% | 285,387 | -5,478 | -1.9% | -$19.07万 | 减仓 |
| AAPL | APPLE INC | $1,064.57万 | 1.00% | 36,791 | 3,072 | 9.1% | $88.89万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,211.72万 | 1.14% | 33,134 | -838 | -2.5% | -$30.65万 | 减仓 |
| IJR | ISHARES TR | $1,442.92万 | 1.36% | 97,291 | -3,967 | -3.9% | -$58.83万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $1,451.68万 | 1.36% | 578,474 | 58,759 | 11.3% | $147.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,519.14万 | 1.43% | 22,119 | -724 | -3.2% | -$49.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,603.10万 | 1.51% | 224,996 | 6,376 | 2.9% | $45.43万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,665.87万 | 1.57% | 451,823 | -8,475 | -1.8% | -$31.25万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,714.94万 | 1.61% | 376,993 | 20,068 | 5.6% | $91.29万 | 加仓 |
| IWF | ISHARES TR | $2,067.88万 | 1.94% | 166,537 | 901 | 0.5% | $11.19万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,455.16万 | 2.31% | 533,150 | 60,118 | 12.7% | $276.84万 | 加仓 |
| IJT | ISHARES TR | $3,026.82万 | 2.84% | 169,475 | 5,454 | 3.3% | $97.41万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3,270.09万 | 3.07% | 669,210 | 25,866 | 4.0% | $126.39万 | 加仓 |
| MUB | ISHARES TR | $4,116.58万 | 3.87% | 382,510 | 22,035 | 6.1% | $237.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,221.62万 | 3.97% | 1,434,461 | 6,684 | 0.5% | $19.67万 | 加仓 |
| IEMG | ISHARES INC | $5,406.72万 | 5.08% | 652,670 | 11,068 | 1.7% | $91.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,685.34万 | 5.34% | 1,680,065 | 39,403 | 2.4% | $133.34万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $6,476.92万 | 6.09% | 2,659,925 | 80,408 | 3.1% | $195.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8,092.58万 | 7.60% | 1,004,416 | 20,296 | 2.1% | $163.52万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,184.74万 | 8.63% | 1,822,730 | 17,989 | 1.0% | $90.65万 | 加仓 |
| FHI | FEDERATED HERMES INC | $1.96亿 | 18.43% | 3,551,578 | 823,700 | 30.2% | $4,548.47万 | 加仓 |