Schneider Downs Wealth Management Advisors, LP
Pittsburgh PA · SEC CIK 0001665359
$9.07亿2026Q1 申报市值
156持仓数
65.3%前十大占比 · 第一大 17.1%
6 / 3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
MMIT 加仓+$369.12万
FHI 加仓+$368.76万
JPIE 加仓+$282.96万
MUB 加仓+$209.52万
FTRB 加仓+$162.39万
2026Q1 卖出最多 按季末市值估算
VNLA 减仓-$318.65万
FMNB 清仓-$49.40万
MSFT 减仓-$22.47万
MA 清仓-$21.81万
LULU 清仓-$21.11万
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 |
|---|---|---|---|---|---|---|---|---|
| FMNB | FARMERS NATIONAL BANC CORP | $0 | 0.00% | 0 | -37,086 | -100.0% | -$49.40万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -382 | -100.0% | -$21.81万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,016 | -100.0% | -$21.11万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | IGC PHARMA INC | $2,630 | 0.00% | 10,000 | 10,000 | — | $2,630 | 新建仓 |
| — | GOLD RESOURCE CORP | $2.86万 | 0.00% | 23,820 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $18.04万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $18.81万 | 0.02% | 10,286 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.12万 | 0.02% | 2,646 | 2,646 | — | $20.12万 | 新建仓 |
| IWO | ISHARES TR | $20.52万 | 0.02% | 654 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $20.70万 | 0.02% | 1,092 | 1,092 | — | $20.70万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.34万 | 0.02% | 1,568 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $21.59万 | 0.02% | 2,298 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $21.75万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $22.06万 | 0.02% | 1,032 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $22.15万 | 0.02% | 930 | -405 | -30.3% | -$9.65万 | 减仓 |
| EEM | ISHARES TR | $23.01万 | 0.03% | 4,051 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.14万 | 0.03% | 544 | -2 | -0.4% | -$851 | 减仓 |
| XME | SPDR SERIES TRUST | $23.95万 | 0.03% | 2,217 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $24.23万 | 0.03% | 3,175 | 201 | 6.8% | $1.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.53万 | 0.03% | 1,698 | -106 | -5.9% | -$1.53万 | 减仓 |
| VV | VANGUARD INDEX FDS | $24.54万 | 0.03% | 821 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $24.82万 | 0.03% | 1,347 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $25.20万 | 0.03% | 3,301 | 3,301 | — | $25.20万 | 新建仓 |
| — | HONEYWELL INTL INC | $25.43万 | 0.03% | 1,125 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.71万 | 0.03% | 850 | -59 | -6.5% | -$1.78万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.33万 | 0.03% | 536 | -2 | -0.4% | -$982 | 减仓 |
| CB | CHUBB LTD SWITZ | $26.79万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.13万 | 0.03% | 1,641 | 63 | 4.0% | $1.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.43万 | 0.03% | 1,326 | 1,326 | — | $27.43万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.82万 | 0.03% | 4,712 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $28.44万 | 0.03% | 1,105 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $28.91万 | 0.03% | 3,395 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $29.40万 | 0.03% | 1,487 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $29.64万 | 0.03% | 3,553 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $29.69万 | 0.03% | 6,470 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.95万 | 0.03% | 2,165 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.59万 | 0.03% | 10,234 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $30.89万 | 0.03% | 623 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.09万 | 0.03% | 3,028 | -1 | -0.0% | -$103 | 减仓 |
| MO | ALTRIA GROUP INC | $31.71万 | 0.03% | 4,806 | -8 | -0.2% | -$528 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $31.78万 | 0.04% | 7,149 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.15万 | 0.04% | 1,954 | 12 | 0.6% | $2,036 | 加仓 |
| PCAR | PACCAR INC | $34.83万 | 0.04% | 3,016 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.34万 | 0.04% | 1,458 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $35.82万 | 0.04% | 1,089 | 1 | 0.1% | $329 | 加仓 |
| MRK | MERCK & CO INC | $36.46万 | 0.04% | 3,031 | -6 | -0.2% | -$722 | 减仓 |
| VGT | VANGUARD WORLD FD | $37.94万 | 0.04% | 544 | -35 | -6.0% | -$2.44万 | 减仓 |
| OEF | ISHARES TR | $38.52万 | 0.04% | 1,211 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $40.75万 | 0.04% | 3,435 | -9 | -0.3% | -$1,068 | 减仓 |
| ASML | ASML HLDG NV | $40.95万 | 0.05% | 310 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.85万 | 0.05% | 2,695 | -6 | -0.2% | -$932 | 减仓 |
| XOP | SPDR SERIES TRUST | $42.93万 | 0.05% | 2,361 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.47万 | 0.05% | 5,603 | -9 | -0.2% | -$698 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $43.95万 | 0.05% | 9,385 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.32万 | 0.05% | 2,061 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $44.54万 | 0.05% | 6,537 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $45.78万 | 0.05% | 3,444 | 0 | 0.0% | — | 不变 |
| FDV | FEDERATED HERMES ETF TRUST | $46.95万 | 0.05% | 15,242 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $47.23万 | 0.05% | 10,482 | 284 | 2.8% | $1.28万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $52.10万 | 0.06% | 15,436 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.78万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $53.77万 | 0.06% | 1,730 | -1 | -0.1% | -$311 | 减仓 |
| ORCL | ORACLE CORP | $54.22万 | 0.06% | 3,686 | -6 | -0.2% | -$883 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $54.39万 | 0.06% | 15,057 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.41万 | 0.06% | 1,135 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $54.48万 | 0.06% | 2,505 | -6 | -0.2% | -$1,305 | 减仓 |
| MFC | MANULIFE FINL CORP | $54.55万 | 0.06% | 15,840 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $56.39万 | 0.06% | 7,840 | 997 | 14.6% | $7.17万 | 加仓 |
| NFLX | NETFLIX INC. | $57.31万 | 0.06% | 5,960 | -17 | -0.3% | -$1,635 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.47万 | 0.06% | 25,182 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $60.93万 | 0.07% | 5,471 | -499 | -8.4% | -$5.56万 | 减仓 |
| CBZ | CBIZ INC | $62.33万 | 0.07% | 23,215 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $63.45万 | 0.07% | 6,832 | -7 | -0.1% | -$650 | 减仓 |
| ESGE | ISHARES INC | $63.58万 | 0.07% | 13,982 | 361 | 2.7% | $1.64万 | 加仓 |
| ETN | EATON CORP PLC | $63.67万 | 0.07% | 1,780 | -35 | -1.9% | -$1.25万 | 减仓 |
| RTX | RTX CORPORATION | $63.68万 | 0.07% | 3,301 | 158 | 5.0% | $3.05万 | 加仓 |
| AVGO | BROADCOM INC | $65.12万 | 0.07% | 2,104 | -497 | -19.1% | -$15.38万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.73万 | 0.07% | 1,419 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $66.40万 | 0.07% | 18,474 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $70.78万 | 0.08% | 11,021 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $71.91万 | 0.08% | 1,015 | 0 | 0.0% | — | 不变 |
| SLDE | SLIDE INS HLDGS INC | $72.77万 | 0.08% | 40,429 | 40,429 | — | $72.77万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $76.18万 | 0.08% | 7,939 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $77.93万 | 0.09% | 14,770 | 2,341 | 18.8% | $12.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.00万 | 0.09% | 3,436 | -4 | -0.1% | -$978 | 减仓 |
| SUSC | ISHARES TR | $88.63万 | 0.10% | 38,307 | 554 | 1.5% | $1.28万 | 加仓 |
| IWM | ISHARES TR | $90.32万 | 0.10% | 3,642 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $90.75万 | 0.10% | 14,814 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $92.86万 | 0.10% | 7,840 | 7 | 0.1% | $829 | 加仓 |
| QQQ | INVESCO QQQ TR | $93.57万 | 0.10% | 1,621 | -7 | -0.4% | -$4,041 | 减仓 |
| V | VISA INC | $95.87万 | 0.11% | 3,172 | -4 | -0.1% | -$1,209 | 减仓 |
| RELY | REMITLY GLOBAL INC | $98.48万 | 0.11% | 62,848 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $98.69万 | 0.11% | 10,528 | -61 | -0.6% | -$5,718 | 减仓 |
| META | META PLATFORMS INC | $100.70万 | 0.11% | 1,760 | 465 | 35.9% | $26.61万 | 加仓 |
| SUSB | ISHARES TR | $102.87万 | 0.11% | 41,042 | -1,610 | -3.8% | -$4.04万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $103.15万 | 0.11% | 11,629 | 33 | 0.3% | $2,927 | 加仓 |
| IJK | ISHARES TR | $106.55万 | 0.12% | 10,589 | 0 | 0.0% | — | 不变 |