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 |
|---|---|---|---|---|---|---|---|---|
| BIP | BROOKFIELD INFRASTRUCTURE PA | $54.94万 | 0.05% | 15,057 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $54.74万 | 0.05% | 10,503 | 21 | 0.2% | $1,095 | 加仓 |
| ORCL | ORACLE CORP | $54.53万 | 0.05% | 3,721 | 35 | 0.9% | $5,129 | 加仓 |
| LRCX | LAM RESEARCH CORP | $53.91万 | 0.05% | 1,244 | 1,244 | — | $53.91万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $52.74万 | 0.05% | 3,647 | 212 | 6.2% | $3.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $52.17万 | 0.05% | 452 | 452 | — | $52.17万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $49.69万 | 0.05% | 4,158 | -194 | -4.5% | -$2.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.77万 | 0.05% | 2,061 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $48.17万 | 0.05% | 6,675 | -1,165 | -14.9% | -$8.41万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $47.84万 | 0.04% | 15,242 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $47.44万 | 0.04% | 1,128 | 1,128 | — | $47.44万 | 新建仓 |
| PEP | PEPSICO INC | $47.15万 | 0.04% | 3,482 | 787 | 29.2% | $10.66万 | 加仓 |
| MCD | MCDONALDS CORP | $44.82万 | 0.04% | 1,658 | -72 | -4.2% | -$1.95万 | 减仓 |
| OEF | ISHARES TR | $44.31万 | 0.04% | 1,211 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $44.27万 | 0.04% | 6,200 | 240 | 4.0% | $1.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.20万 | 0.04% | 13,940 | 13,940 | — | $44.20万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $43.99万 | 0.04% | 9,385 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $39.42万 | 0.04% | 3,068 | 37 | 1.2% | $4,754 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.89万 | 0.04% | 1,383 | -75 | -5.1% | -$2.11万 | 减仓 |
| HD | HOME DEPOT INC | $38.41万 | 0.04% | 1,089 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $36.69万 | 0.03% | 930 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $36.47万 | 0.03% | 2,487 | 789 | 46.5% | $11.57万 | 加仓 |
| XOP | SPDR SERIES TRUST | $36.42万 | 0.03% | 2,361 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $36.23万 | 0.03% | 3,016 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $34.95万 | 0.03% | 6,537 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $34.58万 | 0.03% | 4,806 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $34.31万 | 0.03% | 3,553 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.98万 | 0.03% | 2,165 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $33.85万 | 0.03% | 1,105 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $33.75万 | 0.03% | 1,487 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $32.59万 | 0.03% | 628 | 5 | 0.8% | $2,595 | 加仓 |
| MDYV | SPDR SERIES TRUST | $32.20万 | 0.03% | 3,395 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $32.06万 | 0.03% | 7,149 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.47万 | 0.03% | 628 | 92 | 17.2% | $4.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $30.06万 | 0.03% | 3,313 | 285 | 9.4% | $2.59万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $29.99万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $29.34万 | 0.03% | 6,470 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.91万 | 0.03% | 1,598 | -43 | -2.6% | -$7,779 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.85万 | 0.03% | 853 | 3 | 0.4% | $1,015 | 加仓 |
| VV | VANGUARD INDEX FDS | $28.24万 | 0.03% | 821 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $28.02万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $27.99万 | 0.03% | 3,175 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $27.71万 | 0.03% | 4,051 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $27.37万 | 0.03% | 2,194 | 2,194 | — | $27.37万 | 新建仓 |
| COPX | GLOBAL X FDS | $27.05万 | 0.03% | 3,514 | 213 | 6.5% | $1.64万 | 加仓 |
| AGG | ISHARES TR | $26.64万 | 0.03% | 2,691 | 2,691 | — | $26.64万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $26.62万 | 0.03% | 1,347 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $26.60万 | 0.02% | 1,641 | 1,641 | — | $26.60万 | 新建仓 |
| LLY | ELI LILLY & CO | $25.79万 | 0.02% | 215 | 8 | 3.9% | $9,595 | 重新持有 |
| IWO | ISHARES TR | $25.77万 | 0.02% | 654 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.25万 | 0.02% | 2,954 | 2,954 | — | $25.25万 | 新建仓 |
| IWD | ISHARES TR | $25.03万 | 0.02% | 1,032 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $24.83万 | 0.02% | 3,272 | 1 | 0.0% | $76 | 重新持有 |
| IWN | ISHARES TR | $24.16万 | 0.02% | 1,092 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $24.05万 | 0.02% | 4,712 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $23.27万 | 0.02% | 2,176 | -41 | -1.8% | -$4,384 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $23.25万 | 0.02% | 7,871 | 7,871 | — | $23.25万 | 新建仓 |
| — | ISHARES TR | $22.95万 | 0.02% | 3,040 | 3,040 | — | $22.95万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.75万 | 0.02% | 1,372 | 46 | 3.5% | $7,627 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $22.71万 | 0.02% | 6,313 | -9,123 | -59.1% | -$32.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $22.69万 | 0.02% | 3,982 | -32 | -0.8% | -$1,823 | 重新持有 |
| NVR | NVR INC | $22.48万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $21.85万 | 0.02% | 48,350 | 48,350 | — | $21.85万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $21.58万 | 0.02% | 2,339 | 41 | 1.8% | $3,783 | 加仓 |
| KO | COCA COLA CO | $21.57万 | 0.02% | 2,654 | 8 | 0.3% | $650 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.21万 | 0.02% | 997 | 997 | — | $21.21万 | 新建仓 |
| IWS | ISHARES TR | $21.04万 | 0.02% | 1,278 | 1,278 | — | $21.04万 | 新建仓 |
| — | ISHARES INC | $20.98万 | 0.02% | 4,197 | 4,197 | — | $20.98万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $20.68万 | 0.02% | 286 | 286 | — | $20.68万 | 新建仓 |
| UNP | UNION PAC CORP | $20.67万 | 0.02% | 760 | 760 | — | $20.67万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.63万 | 0.02% | 1,568 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $20.44万 | 0.02% | 209 | 209 | — | $20.44万 | 新建仓 |
| ICLN | ISHARES TR | $20.21万 | 0.02% | 9,862 | -424 | -4.1% | -$8,688 | 减仓 |
| CWB | SPDR SERIES TRUST | $20.04万 | 0.02% | 1,859 | 1,859 | — | $20.04万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.28万 | 0.01% | 12,310 | 12,310 | — | $7.28万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $7.23万 | 0.01% | 20,600 | 20,600 | — | $7.23万 | 新建仓 |
| — | GOLD RESOURCE CORP | $3.00万 | 0.00% | 23,820 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,234 | -100.0% | -$30.59万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$25.43万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -544 | -100.0% | -$23.14万 | 清仓 |
| — | IGC PHARMA INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2,630 | 清仓 |