Hapanowicz & Associates Financial Services, Inc
PITTSBURGH PA · SEC CIK 0001695959
$3.21亿2026Q2 申报市值
37持仓数
92.0%前十大占比 · 第一大 21.1%
3 / 0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
UTWO 新建仓+$3,550.16万
OSK 新建仓+$202.62万
GLD 加仓+$42.77万
VONG 加仓+$39.80万
VOO 新建仓+$27.20万
2026Q2 卖出最多 按季末市值估算
VONE 减仓-$19.71万
ACWX 减仓-$16.65万
FYX 减仓-$12.90万
CSCO 重新持有-$10.77万
VONV 减仓-$9.39万
2026Q2 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 | $20.43万 | 0.06% | 624 | -226 | -26.6% | -$7.40万 | 重新持有 |
| MCD | MCDONALDS CORP | $21.79万 | 0.07% | 806 | -42 | -5.0% | -$1.14万 | 减仓 |
| FDX | FEDEX CORP | $22.33万 | 0.07% | 713 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $22.49万 | 0.07% | 608 | -64 | -9.5% | -$2.37万 | 重新持有 |
| CSCO | CISCO SYS INC | $24.74万 | 0.08% | 2,106 | -917 | -30.3% | -$10.77万 | 重新持有 |
| TAFI | AB ACTIVE ETFS INC | $24.78万 | 0.08% | 9,827 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.00万 | 0.08% | 1,720 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $27.20万 | 0.08% | 396 | 396 | — | $27.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.55万 | 0.09% | 6,744 | -100 | -1.5% | -$4,234 | 减仓 |
| MSFT | MICROSOFT CORP | $38.64万 | 0.12% | 1,036 | -65 | -5.9% | -$2.42万 | 减仓 |
| META | META PLATFORMS INC | $45.12万 | 0.14% | 801 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $61.24万 | 0.19% | 1,456 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $61.44万 | 0.19% | 1,206 | -11 | -0.9% | -$5,604 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.00万 | 0.21% | 1,379 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $72.61万 | 0.23% | 2,949 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $99.60万 | 0.31% | 4,978 | 35 | 0.7% | $7,003 | 加仓 |
| GLD | SPDR GOLD TR | $105.21万 | 0.33% | 2,856 | 1,161 | 68.5% | $42.77万 | 加仓 |
| GOOGL | ALPHABET INC | $106.07万 | 0.33% | 2,968 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $114.02万 | 0.35% | 1,577 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $116.96万 | 0.36% | 4,042 | -92 | -2.2% | -$2.66万 | 减仓 |
| IWR | ISHARES TR | $156.06万 | 0.49% | 14,146 | -623 | -4.2% | -$6.87万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $157.19万 | 0.49% | 3,009 | -20 | -0.7% | -$1.04万 | 减仓 |
| AMZN | AMAZON COM INC | $160.19万 | 0.50% | 6,721 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $160.45万 | 0.50% | 4,541 | -50 | -1.1% | -$1.77万 | 减仓 |
| OSK | OSHKOSH CORP | $202.62万 | 0.63% | 13,202 | 13,202 | — | $202.62万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $252.86万 | 0.79% | 103,845 | 7,265 | 7.5% | $17.69万 | 加仓 |
| IWS | ISHARES TR | $361.06万 | 1.12% | 21,935 | -115 | -0.5% | -$1.89万 | 减仓 |
| ACWX | ISHARES TR | $465.10万 | 1.45% | 61,108 | -2,188 | -3.5% | -$16.65万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $600.08万 | 1.87% | 41,586 | -894 | -2.1% | -$12.90万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $727.74万 | 2.26% | 21,485 | -582 | -2.6% | -$19.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $937.42万 | 2.92% | 30,605 | 94 | 0.3% | $2.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,121.04万 | 6.60% | 89,640 | 969 | 1.1% | $22.93万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,445.05万 | 10.72% | 1,397,019 | -119 | -0.0% | -$2,935 | 减仓 |
| UTWO | RBB FD INC | $3,550.16万 | 11.04% | 740,232 | 740,232 | — | $3,550.16万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,417.69万 | 13.74% | 59,158 | 346 | 0.6% | $25.84万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $6,536.82万 | 20.33% | 614,885 | -883 | -0.1% | -$9.39万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $6,787.63万 | 21.11% | 531,074 | 3,114 | 0.6% | $39.80万 | 加仓 |