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 |
|---|---|---|---|---|---|---|---|---|
| NUSC | NUSHARES ETF TR | $47.23万 | 0.05% | 10,482 | 284 | 2.8% | $1.28万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $46.95万 | 0.05% | 15,242 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $45.78万 | 0.05% | 3,444 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $44.54万 | 0.05% | 6,537 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.32万 | 0.05% | 2,061 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $43.95万 | 0.05% | 9,385 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.47万 | 0.05% | 5,603 | -9 | -0.2% | -$698 | 减仓 |
| XOP | SPDR SERIES TRUST | $42.93万 | 0.05% | 2,361 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.85万 | 0.05% | 2,695 | -6 | -0.2% | -$932 | 减仓 |
| ASML | ASML HLDG NV | $40.95万 | 0.05% | 310 | 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 |
| OEF | ISHARES TR | $38.52万 | 0.04% | 1,211 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $37.94万 | 0.04% | 544 | -35 | -6.0% | -$2.44万 | 减仓 |
| MRK | MERCK & CO INC | $36.46万 | 0.04% | 3,031 | -6 | -0.2% | -$722 | 减仓 |
| HD | HOME DEPOT INC | $35.82万 | 0.04% | 1,089 | 1 | 0.1% | $329 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.34万 | 0.04% | 1,458 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $34.83万 | 0.04% | 3,016 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.15万 | 0.04% | 1,954 | 12 | 0.6% | $2,036 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $31.78万 | 0.04% | 7,149 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $31.71万 | 0.03% | 4,806 | -8 | -0.2% | -$528 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.09万 | 0.03% | 3,028 | -1 | -0.0% | -$103 | 减仓 |
| LIN | LINDE PLC | $30.89万 | 0.03% | 623 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.59万 | 0.03% | 10,234 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.95万 | 0.03% | 2,165 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $29.69万 | 0.03% | 6,470 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $29.64万 | 0.03% | 3,553 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $29.40万 | 0.03% | 1,487 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $28.91万 | 0.03% | 3,395 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $28.44万 | 0.03% | 1,105 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.82万 | 0.03% | 4,712 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.43万 | 0.03% | 1,326 | 1,326 | — | $27.43万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $27.13万 | 0.03% | 1,641 | 63 | 4.0% | $1.04万 | 加仓 |
| CB | CHUBB LTD SWITZ | $26.79万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.33万 | 0.03% | 536 | -2 | -0.4% | -$982 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.71万 | 0.03% | 850 | -59 | -6.5% | -$1.78万 | 减仓 |
| — | HONEYWELL INTL INC | $25.43万 | 0.03% | 1,125 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $25.20万 | 0.03% | 3,301 | 3,301 | — | $25.20万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $24.82万 | 0.03% | 1,347 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $24.54万 | 0.03% | 821 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.53万 | 0.03% | 1,698 | -106 | -5.9% | -$1.53万 | 减仓 |
| VOTE | TCW ETF TRUST | $24.23万 | 0.03% | 3,175 | 201 | 6.8% | $1.53万 | 加仓 |
| XME | SPDR SERIES TRUST | $23.95万 | 0.03% | 2,217 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.14万 | 0.03% | 544 | -2 | -0.4% | -$851 | 减仓 |
| EEM | ISHARES TR | $23.01万 | 0.03% | 4,051 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $22.15万 | 0.02% | 930 | -405 | -30.3% | -$9.65万 | 减仓 |
| IWD | ISHARES TR | $22.06万 | 0.02% | 1,032 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $21.75万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $21.59万 | 0.02% | 2,298 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.34万 | 0.02% | 1,568 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $20.70万 | 0.02% | 1,092 | 1,092 | — | $20.70万 | 新建仓 |
| IWO | ISHARES TR | $20.52万 | 0.02% | 654 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.12万 | 0.02% | 2,646 | 2,646 | — | $20.12万 | 新建仓 |
| ICLN | ISHARES TR | $18.81万 | 0.02% | 10,286 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $18.04万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| — | GOLD RESOURCE CORP | $2.86万 | 0.00% | 23,820 | 0 | 0.0% | — | 不变 |
| — | IGC PHARMA INC | $2,630 | 0.00% | 10,000 | 10,000 | — | $2,630 | 新建仓 |
| 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 |