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 |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | $1.55亿 | 17.06% | 2,727,878 | 65,025 | 2.4% | $368.76万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8,238.64万 | 9.08% | 1,804,741 | 30,650 | 1.7% | $139.92万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,065.49万 | 7.79% | 246,030 | 3,468 | 1.4% | $99.59万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $6,217.93万 | 6.86% | 2,579,517 | 153,128 | 6.3% | $369.12万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,779.25万 | 5.27% | 1,640,662 | 31,378 | 1.9% | $91.40万 | 加仓 |
| IEMG | ISHARES INC | $4,475.17万 | 4.93% | 641,602 | 21,685 | 3.5% | $151.25万 | 加仓 |
| MUB | ISHARES TR | $3,826.45万 | 4.22% | 360,475 | 19,738 | 5.8% | $209.52万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,660.82万 | 4.04% | 1,427,777 | 7,329 | 0.5% | $18.79万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3,143.38万 | 3.47% | 643,344 | -65,217 | -9.2% | -$318.65万 | 减仓 |
| IJT | ISHARES TR | $2,373.55万 | 2.62% | 164,021 | 4,505 | 2.8% | $65.19万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,179.26万 | 2.40% | 473,032 | 61,420 | 14.9% | $282.96万 | 加仓 |
| IWF | ISHARES TR | $1,765.66万 | 1.95% | 41,409 | 225 | 0.5% | $9.59万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,628.29万 | 1.80% | 356,925 | 30,747 | 9.4% | $140.27万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,425.08万 | 1.57% | 460,298 | 11,821 | 2.6% | $36.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,400.92万 | 1.54% | 218,620 | -807 | -0.4% | -$5.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,364.97万 | 1.51% | 22,843 | 141 | 0.6% | $8.43万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $1,306.82万 | 1.44% | 519,715 | 64,583 | 14.2% | $162.39万 | 加仓 |
| IJR | ISHARES TR | $1,258.73万 | 1.39% | 101,258 | -960 | -0.9% | -$11.93万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,026.79万 | 1.13% | 33,972 | 579 | 1.7% | $17.50万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $887.14万 | 0.98% | 290,865 | -1,454 | -0.5% | -$4.43万 | 减仓 |
| AAPL | APPLE INC | $855.77万 | 0.94% | 33,719 | -217 | -0.6% | -$5.51万 | 减仓 |
| IWR | ISHARES TR | $754.83万 | 0.83% | 77,633 | -1,089 | -1.4% | -$10.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $737.66万 | 0.81% | 11,343 | 93 | 0.8% | $6.05万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $734.81万 | 0.81% | 147,287 | -2,918 | -1.9% | -$14.56万 | 减仓 |
| EFA | ISHARES TR | $592.68万 | 0.65% | 61,020 | -160 | -0.3% | -$1.55万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $515.59万 | 0.57% | 65,873 | -90 | -0.1% | -$7,044 | 减仓 |
| FEGE | RBB FUND TRUST | $505.53万 | 0.56% | 107,559 | 16,283 | 17.8% | $76.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $470.38万 | 0.52% | 12,707 | -607 | -4.6% | -$22.47万 | 减仓 |
| IVV | ISHARES TR | $387.74万 | 0.43% | 5,936 | 56 | 1.0% | $3.66万 | 加仓 |
| IEFA | ISHARES TR | $316.21万 | 0.35% | 34,929 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $311.96万 | 0.34% | 21,546 | -42 | -0.2% | -$6,081 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $297.19万 | 0.33% | 120,079 | -528 | -0.4% | -$1.31万 | 减仓 |
| GLD | SPDR GOLD TR | $292.68万 | 0.32% | 6,802 | 231 | 3.5% | $9.94万 | 加仓 |
| IVW | ISHARES TR | $289.74万 | 0.32% | 25,616 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $287.70万 | 0.32% | 13,243 | 291 | 2.2% | $6.32万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $286.47万 | 0.32% | 26,116 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $268.35万 | 0.30% | 9,332 | 5 | 0.1% | $1,438 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $267.66万 | 0.30% | 112,890 | 1,963 | 1.8% | $4.65万 | 加仓 |
| DSI | ISHARES TR | $264.96万 | 0.29% | 21,863 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $264.57万 | 0.29% | 34,566 | -248 | -0.7% | -$1.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $261.10万 | 0.29% | 8,876 | -115 | -1.3% | -$3.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $245.90万 | 0.27% | 11,817 | -2 | -0.0% | -$416 | 减仓 |
| GOOG | ALPHABET INC | $240.39万 | 0.27% | 8,380 | 65 | 0.8% | $1.86万 | 加仓 |
| IVE | ISHARES TR | $230.01万 | 0.25% | 10,893 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $224.73万 | 0.25% | 57,831 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $219.46万 | 0.24% | 66,603 | 5,093 | 8.3% | $16.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $217.83万 | 0.24% | 6,790 | 137 | 2.1% | $4.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.24% | 3 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $211.76万 | 0.23% | 8,085 | -62 | -0.8% | -$1.62万 | 减仓 |
| AMZN | AMAZON COM INC | $205.42万 | 0.23% | 9,863 | 120 | 1.2% | $2.50万 | 加仓 |
| PRCH | PORCH GROUP INC | $196.61万 | 0.22% | 274,216 | -600 | -0.2% | -$4,302 | 减仓 |
| BN | BROOKFIELD CORP | $195.20万 | 0.22% | 48,234 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $180.49万 | 0.20% | 21,354 | 1,469 | 7.4% | $12.42万 | 加仓 |
| IJH | ISHARES TR | $162.27万 | 0.18% | 24,030 | 123 | 0.5% | $8,306 | 加仓 |
| TJX | TJX COS INC NEW | $139.91万 | 0.15% | 8,761 | -2 | -0.0% | -$319 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $136.63万 | 0.15% | 46,984 | -280 | -0.6% | -$8,142 | 减仓 |
| ESGD | ISHARES TR | $136.15万 | 0.15% | 14,239 | 192 | 1.4% | $1.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $134.76万 | 0.15% | 7,727 | 99 | 1.3% | $1.73万 | 加仓 |
| GDX | VANECK ETF TRUST | $134.63万 | 0.15% | 14,670 | 421 | 3.0% | $3.86万 | 加仓 |
| WMT | WALMART INC | $124.35万 | 0.14% | 10,006 | -6 | -0.1% | -$746 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.68万 | 0.13% | 1,171 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $106.77万 | 0.12% | 8,058 | 243 | 3.1% | $3.22万 | 加仓 |
| IJK | ISHARES TR | $106.55万 | 0.12% | 10,589 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $103.15万 | 0.11% | 11,629 | 33 | 0.3% | $2,927 | 加仓 |
| SUSB | ISHARES TR | $102.87万 | 0.11% | 41,042 | -1,610 | -3.8% | -$4.04万 | 减仓 |
| META | META PLATFORMS INC | $100.70万 | 0.11% | 1,760 | 465 | 35.9% | $26.61万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $98.69万 | 0.11% | 10,528 | -61 | -0.6% | -$5,718 | 减仓 |
| RELY | REMITLY GLOBAL INC | $98.48万 | 0.11% | 62,848 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $95.87万 | 0.11% | 3,172 | -4 | -0.1% | -$1,209 | 减仓 |
| QQQ | INVESCO QQQ TR | $93.57万 | 0.10% | 1,621 | -7 | -0.4% | -$4,041 | 减仓 |
| IJS | ISHARES TR | $92.86万 | 0.10% | 7,840 | 7 | 0.1% | $829 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $90.75万 | 0.10% | 14,814 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $90.32万 | 0.10% | 3,642 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $88.63万 | 0.10% | 38,307 | 554 | 1.5% | $1.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.00万 | 0.09% | 3,436 | -4 | -0.1% | -$978 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $77.93万 | 0.09% | 14,770 | 2,341 | 18.8% | $12.35万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $76.18万 | 0.08% | 7,939 | 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 |
| CAT | CATERPILLAR INC | $71.91万 | 0.08% | 1,015 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $70.78万 | 0.08% | 11,021 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $66.40万 | 0.07% | 18,474 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $65.73万 | 0.07% | 1,419 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $65.12万 | 0.07% | 2,104 | -497 | -19.1% | -$15.38万 | 减仓 |
| RTX | RTX CORPORATION | $63.68万 | 0.07% | 3,301 | 158 | 5.0% | $3.05万 | 加仓 |
| ETN | EATON CORP PLC | $63.67万 | 0.07% | 1,780 | -35 | -1.9% | -$1.25万 | 减仓 |
| ESGE | ISHARES INC | $63.58万 | 0.07% | 13,982 | 361 | 2.7% | $1.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $63.45万 | 0.07% | 6,832 | -7 | -0.1% | -$650 | 减仓 |
| CBZ | CBIZ INC | $62.33万 | 0.07% | 23,215 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $60.93万 | 0.07% | 5,471 | -499 | -8.4% | -$5.56万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.47万 | 0.06% | 25,182 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $57.31万 | 0.06% | 5,960 | -17 | -0.3% | -$1,635 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $56.39万 | 0.06% | 7,840 | 997 | 14.6% | $7.17万 | 加仓 |
| MFC | MANULIFE FINL CORP | $54.55万 | 0.06% | 15,840 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $54.48万 | 0.06% | 2,505 | -6 | -0.2% | -$1,305 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.41万 | 0.06% | 1,135 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $54.39万 | 0.06% | 15,057 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $54.22万 | 0.06% | 3,686 | -6 | -0.2% | -$883 | 减仓 |
| MCD | MCDONALDS CORP | $53.77万 | 0.06% | 1,730 | -1 | -0.1% | -$311 | 减仓 |
| AMGN | AMGEN INC | $52.78万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $52.10万 | 0.06% | 15,436 | 0 | 0.0% | — | 不变 |