Hapanowicz & Associates Financial Services, Inc
PITTSBURGH PA · SEC CIK 0001695959
$2.51亿2026Q1 申报市值
31持仓数
93.4%前十大占比 · 第一大 23.0%
1 / 1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
SCHR 加仓+$151.99万
SPY 加仓+$119.99万
AMZN 加仓+$99.45万
VONG 加仓+$97.12万
MMIT 加仓+$84.07万
2026Q1 卖出最多 按季末市值估算
ACWX 减仓-$54.62万
NVDA 减仓-$46.30万
FYX 减仓-$44.77万
IWS 减仓-$33.73万
EQT 清仓-$21.44万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.44万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.79万 | 0.09% | 1,720 | -59 | -3.3% | -$8,161 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $24.74万 | 0.10% | 9,827 | 9,827 | — | $24.74万 | 新建仓 |
| FDX | FEDEX CORP | $25.40万 | 0.10% | 713 | 9 | 1.3% | $3,206 | 加仓 |
| MCD | MCDONALDS CORP | $26.36万 | 0.10% | 848 | 28 | 3.4% | $8,702 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.36万 | 0.14% | 6,844 | 446 | 7.0% | $2.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $40.76万 | 0.16% | 1,101 | -160 | -12.7% | -$5.92万 | 减仓 |
| META | META PLATFORMS INC | $45.83万 | 0.18% | 801 | 20 | 2.6% | $1.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $53.90万 | 0.21% | 1,577 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $54.13万 | 0.22% | 1,456 | 3 | 0.2% | $1,115 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $61.37万 | 0.24% | 2,949 | -27 | -0.9% | -$5,618 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.08万 | 0.26% | 1,379 | -45 | -3.2% | -$2.16万 | 减仓 |
| GLD | SPDR GOLD TR | $72.93万 | 0.29% | 1,695 | 144 | 9.3% | $6.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $73.55万 | 0.29% | 1,217 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $85.35万 | 0.34% | 2,968 | -174 | -5.5% | -$5.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $86.21万 | 0.34% | 4,943 | -2,655 | -34.9% | -$46.30万 | 减仓 |
| AAPL | APPLE INC | $104.92万 | 0.42% | 4,134 | -152 | -3.5% | -$3.86万 | 减仓 |
| GOOG | ALPHABET INC | $131.70万 | 0.52% | 4,591 | 2,701 | 142.9% | $77.48万 | 加仓 |
| AMZN | AMAZON COM INC | $139.98万 | 0.56% | 6,721 | 4,775 | 245.4% | $99.45万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $140.30万 | 0.56% | 3,029 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $143.61万 | 0.57% | 14,769 | -383 | -2.5% | -$3.72万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $232.81万 | 0.93% | 96,580 | 34,876 | 56.5% | $84.07万 | 加仓 |
| IWS | ISHARES TR | $321.37万 | 1.28% | 22,050 | -2,314 | -9.5% | -$33.73万 | 减仓 |
| ACWX | ISHARES TR | $433.38万 | 1.72% | 63,296 | -7,977 | -11.2% | -$54.62万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $507.02万 | 2.02% | 42,480 | -3,751 | -8.1% | -$44.77万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $651.29万 | 2.59% | 22,067 | -415 | -1.8% | -$12.25万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $785.28万 | 3.12% | 30,511 | 1,043 | 3.5% | $26.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,906.91万 | 7.58% | 88,671 | 2,079 | 2.4% | $44.71万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,480.27万 | 13.84% | 1,397,138 | 61,016 | 4.6% | $151.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,824.76万 | 15.21% | 58,812 | 1,845 | 3.2% | $119.99万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $5,772.18万 | 22.96% | 615,768 | 5,651 | 0.9% | $52.97万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,791.20万 | 23.03% | 527,960 | 8,854 | 1.7% | $97.12万 | 加仓 |