MONEYWISE, INC.
FOREST VA · SEC CIK 0001703080
$2.68亿2026Q2 申报市值
86持仓数
50.4%前十大占比 · 第一大 7.8%
5 / 3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
ITOT 加仓+$784.57万
VTV 新建仓+$688.75万
PTL 加仓+$403.76万
VUG 加仓+$187.52万
IAGG 加仓+$134.00万
2026Q2 卖出最多 按季末市值估算
IEF 减仓-$671.98万
XLB 减仓-$606.79万
IWO 清仓-$513.49万
BIBL 减仓-$336.39万
XLK 重新持有-$260.73万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $2,097.25万 | 7.82% | 712,622 | 3,027 | 0.4% | $8.91万 | 加仓 |
| ITOT | ISHARES TR | $1,748.71万 | 6.52% | 106,454 | 47,761 | 81.4% | $784.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,738.21万 | 6.48% | 23,276 | -881 | -3.6% | -$65.79万 | 减仓 |
| IWV | ISHARES TR | $1,663.45万 | 6.21% | 39,011 | -1,276 | -3.2% | -$54.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,534.85万 | 5.73% | 44,629 | -908 | -2.0% | -$31.23万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $1,283.49万 | 4.79% | 44,863 | 14,113 | 45.9% | $403.76万 | 加仓 |
| ESUM | STRATEGY SHS | $890.90万 | 3.32% | 290,812 | 13,294 | 4.8% | $40.73万 | 加仓 |
| IWN | ISHARES TR | $887.52万 | 3.31% | 40,123 | 3,969 | 11.0% | $87.79万 | 加仓 |
| EEM | ISHARES TR | $870.76万 | 3.25% | 127,286 | 5,221 | 4.3% | $35.72万 | 加仓 |
| IEFA | ISHARES TR | $807.48万 | 3.01% | 83,608 | -10,003 | -10.7% | -$96.61万 | 减仓 |
| IWM | ISHARES TR | $766.21万 | 2.86% | 25,502 | 2,839 | 12.5% | $85.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $688.75万 | 2.57% | 31,604 | 31,604 | — | $688.75万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $678.61万 | 2.53% | 184,056 | 3,262 | 1.8% | $12.03万 | 加仓 |
| IAGG | ISHARES TR | $651.37万 | 2.43% | 128,729 | 26,483 | 25.9% | $134.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $642.41万 | 2.40% | 33,719 | -13,685 | -28.9% | -$260.73万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $629.52万 | 2.35% | 118,532 | 16,681 | 16.4% | $88.59万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $621.38万 | 2.32% | 224,324 | 33,981 | 17.9% | $94.13万 | 加仓 |
| — | STRATEGY SHS | $606.95万 | 2.26% | 190,897 | -2,903 | -1.5% | -$9.23万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $368.23万 | 1.37% | 87,113 | 14,021 | 19.2% | $59.27万 | 加仓 |
| COWZ | PACER FDS TR | $353.38万 | 1.32% | 56,813 | -590 | -1.0% | -$3.67万 | 减仓 |
| IWL | ISHARES TR | $335.26万 | 1.25% | 18,127 | 3,647 | 25.2% | $67.45万 | 加仓 |
| IEMG | ISHARES INC | $333.02万 | 1.24% | 40,201 | 2,434 | 6.4% | $20.16万 | 加仓 |
| IVV | ISHARES TR | $324.62万 | 1.21% | 4,335 | -28 | -0.6% | -$2.10万 | 减仓 |
| IUSB | ISHARES TR | $299.04万 | 1.12% | 64,798 | -911 | -1.4% | -$4.20万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $288.32万 | 1.08% | 57,003 | -6,899 | -10.8% | -$34.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $281.85万 | 1.05% | 32,720 | 21,770 | 198.8% | $187.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $278.79万 | 1.04% | 9,197 | -234 | -2.5% | -$7.09万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $250.35万 | 0.93% | 43,254 | -58,118 | -57.3% | -$336.39万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $249.25万 | 0.93% | 68,987 | -8,484 | -11.0% | -$30.65万 | 减仓 |
| IWR | ISHARES TR | $242.94万 | 0.91% | 22,022 | 5,015 | 29.5% | $55.32万 | 加仓 |
| IGSB | ISHARES TR | $237.90万 | 0.89% | 45,392 | 8,926 | 24.5% | $46.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $212.79万 | 0.79% | 26,411 | -1,321 | -4.8% | -$10.64万 | 减仓 |
| ELCV | STRATEGY SHS | $205.79万 | 0.77% | 62,607 | 4,887 | 8.5% | $16.06万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $202.98万 | 0.76% | 82,313 | 21,132 | 34.5% | $52.11万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $202.00万 | 0.75% | 55,710 | 10,302 | 22.7% | $37.35万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $195.41万 | 0.73% | 16,553 | -939 | -5.4% | -$11.08万 | 减仓 |
| AGG | ISHARES TR | $193.26万 | 0.72% | 19,525 | 7,405 | 61.1% | $73.29万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $177.55万 | 0.66% | 46,565 | 2,722 | 6.2% | $10.38万 | 加仓 |
| IJH | ISHARES TR | $162.70万 | 0.61% | 21,100 | 4 | 0.0% | $308 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $146.24万 | 0.55% | 11,484 | -506 | -4.2% | -$6.44万 | 减仓 |
| IVW | ISHARES TR | $132.40万 | 0.49% | 9,627 | -283 | -2.9% | -$3.89万 | 减仓 |
| GOOG | ALPHABET INC | $127.09万 | 0.47% | 3,597 | -387 | -9.7% | -$13.67万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $122.46万 | 0.46% | 3,310 | -5 | -0.2% | -$1,850 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $118.35万 | 0.44% | 51,169 | 17,589 | 52.4% | $40.68万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $116.85万 | 0.44% | 20,187 | -195 | -1.0% | -$1.13万 | 减仓 |
| — | FIS TR | $113.18万 | 0.42% | 31,930 | 627 | 2.0% | $2.22万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $112.90万 | 0.42% | 23,673 | 455 | 2.0% | $2.17万 | 加仓 |
| CALF | PACER FDS TR | $107.79万 | 0.40% | 21,298 | -4,210 | -16.5% | -$21.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $99.57万 | 0.37% | 2,669 | 10 | 0.4% | $3,730 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $81.18万 | 0.30% | 10,838 | -20 | -0.2% | -$1,498 | 减仓 |
| MUST | COLUMBIA ETF TR I | $78.75万 | 0.29% | 37,859 | -3,039 | -7.4% | -$6.32万 | 减仓 |
| GEF | GREIF INC | $72.63万 | 0.27% | 9,750 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $61.84万 | 0.23% | 3,095 | -127 | -3.9% | -$2.54万 | 减仓 |
| SHM | SPDR SERIES TRUST | $59.73万 | 0.22% | 12,452 | -71 | -0.6% | -$3,406 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $58.13万 | 0.22% | 6,189 | -228 | -3.6% | -$2.14万 | 减仓 |
| IVE | ISHARES TR | $55.47万 | 0.21% | 2,443 | -24 | -1.0% | -$5,449 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.85万 | 0.20% | 16,208 | -146 | -0.9% | -$4,941 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $54.78万 | 0.20% | 14,188 | -1,589 | -10.1% | -$6.14万 | 减仓 |
| IJR | ISHARES TR | $46.15万 | 0.17% | 3,112 | 77 | 2.5% | $1.14万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $45.33万 | 0.17% | 8,661 | 62 | 0.7% | $3,245 | 加仓 |
| SPSM | SPDR SERIES TRUST | $41.94万 | 0.16% | 7,272 | 17 | 0.2% | $980 | 加仓 |
| TPIF | TIMOTHY PLAN | $41.52万 | 0.15% | 11,130 | -105 | -0.9% | -$3,917 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $39.17万 | 0.15% | 5,906 | -858 | -12.7% | -$5.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $36.63万 | 0.14% | 1,831 | 159 | 9.5% | $3.18万 | 加仓 |
| TPSC | TIMOTHY PLAN | $35.14万 | 0.13% | 7,323 | -281 | -3.7% | -$1.35万 | 减仓 |
| CSX | CSX CORP | $34.08万 | 0.13% | 7,169 | 651 | 10.0% | $3.09万 | 加仓 |
| TSLA | TESLA INC | $32.76万 | 0.12% | 779 | 779 | — | $32.76万 | 新建仓 |
| GLD | SPDR GOLD TR | $32.27万 | 0.12% | 876 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $31.89万 | 0.12% | 1,102 | 19 | 1.8% | $5,499 | 加仓 |
| GOOGL | ALPHABET INC | $30.89万 | 0.12% | 864 | 124 | 16.8% | $4.43万 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $30.11万 | 0.11% | 3,458 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $29.83万 | 0.11% | 2,539 | 2 | 0.1% | $235 | 加仓 |
| MGK | VANGUARD WORLD FD | $26.56万 | 0.10% | 3,021 | -2,059 | -40.5% | -$18.10万 | 减仓 |
| IJJ | ISHARES TR | $24.63万 | 0.09% | 1,667 | 4 | 0.2% | $591 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $24.57万 | 0.09% | 3,586 | -59 | -1.6% | -$4,043 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $24.39万 | 0.09% | 4,799 | -119,381 | -96.1% | -$606.79万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.29万 | 0.09% | 2,768 | 57 | 2.1% | $5,003 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $24.06万 | 0.09% | 1,236 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.07万 | 0.09% | 654 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $22.80万 | 0.09% | 893 | 893 | — | $22.80万 | 新建仓 |
| IEF | ISHARES TR | $21.87万 | 0.08% | 2,313 | -71,058 | -96.8% | -$671.98万 | 减仓 |
| KO | COCA COLA CO | $21.78万 | 0.08% | 2,680 | 17 | 0.6% | $1,381 | 加仓 |
| QUAL | ISHARES TR | $21.06万 | 0.08% | 960 | 960 | — | $21.06万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.93万 | 0.08% | 7,227 | -948 | -11.6% | -$2.75万 | 重新持有 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $20.28万 | 0.08% | 2,373 | 2,373 | — | $20.28万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.25万 | 0.08% | 1,481 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -16,363 | -100.0% | -$513.49万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,857 | -100.0% | -$72.00万 | 清仓 |
| BUYW | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -16,107 | -100.0% | -$22.68万 | 清仓 |