MONEYWISE, INC.
FOREST VA · SEC CIK 0001703080
$2.29亿2026Q1 申报市值
82持仓数
47.2%前十大占比 · 第一大 7.9%
10 / 9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
IEF 新建仓+$700.25万
IWN 新建仓+$685.44万
XLE 新建仓+$623.94万
XLB 新建仓+$620.53万
IWM 加仓+$509.85万
2026Q1 卖出最多 按季末市值估算
MRSK 减仓-$1,565.66万
SHYM 清仓-$514.06万
CGGR 清仓-$502.45万
XLU 清仓-$458.49万
TPIF 减仓-$352.30万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1,819.40万 | 7.94% | 709,595 | -29,310 | -4.0% | -$75.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,571.03万 | 6.86% | 24,157 | -260 | -1.1% | -$16.91万 | 减仓 |
| IWV | ISHARES TR | $1,493.37万 | 6.52% | 40,287 | 753 | 1.9% | $27.91万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,360.87万 | 5.94% | 45,537 | -2,621 | -5.4% | -$78.33万 | 减仓 |
| IEFA | ISHARES TR | $847.46万 | 3.70% | 93,611 | -21,682 | -18.8% | -$196.29万 | 减仓 |
| ITOT | ISHARES TR | $835.96万 | 3.65% | 58,693 | -13,201 | -18.4% | -$188.02万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $770.45万 | 3.36% | 30,750 | -4,542 | -12.9% | -$113.80万 | 减仓 |
| ESUM | STRATEGY SHS | $726.54万 | 3.17% | 277,518 | 8,283 | 3.1% | $21.68万 | 加仓 |
| IEF | ISHARES TR | $700.25万 | 3.06% | 73,371 | 73,371 | — | $700.25万 | 新建仓 |
| EEM | ISHARES TR | $693.21万 | 3.03% | 122,065 | 79,827 | 189.0% | $453.34万 | 加仓 |
| IWN | ISHARES TR | $685.44万 | 2.99% | 36,154 | 36,154 | — | $685.44万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $623.94万 | 2.72% | 101,851 | 101,851 | — | $623.94万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $620.53万 | 2.71% | 124,180 | 124,180 | — | $620.53万 | 新建仓 |
| IWM | ISHARES TR | $562.05万 | 2.45% | 22,663 | 20,558 | 976.6% | $509.85万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $559.74万 | 2.44% | 180,794 | 16,592 | 10.1% | $51.37万 | 加仓 |
| IWO | ISHARES TR | $513.49万 | 2.24% | 16,363 | -5,182 | -24.1% | -$162.62万 | 减仓 |
| IAGG | ISHARES TR | $511.64万 | 2.23% | 102,246 | 35,328 | 52.8% | $176.78万 | 加仓 |
| — | STRATEGY SHS | $506.98万 | 2.21% | 193,800 | 129,002 | 199.1% | $337.47万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $477.97万 | 2.09% | 101,372 | -32,430 | -24.2% | -$152.91万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $471.10万 | 2.06% | 190,343 | 67,300 | 54.7% | $166.57万 | 加仓 |
| COWZ | PACER FDS TR | $359.11万 | 1.57% | 57,403 | -14,111 | -19.7% | -$88.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $318.81万 | 1.39% | 63,902 | -9,529 | -13.0% | -$47.54万 | 减仓 |
| IUSB | ISHARES TR | $303.51万 | 1.33% | 65,709 | -7,012 | -9.6% | -$32.39万 | 减仓 |
| IVV | ISHARES TR | $284.99万 | 1.24% | 4,363 | 741 | 20.5% | $48.40万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $270.00万 | 1.18% | 73,092 | 26,470 | 56.8% | $97.78万 | 加仓 |
| IEMG | ISHARES INC | $263.43万 | 1.15% | 37,767 | 5,680 | 17.7% | $39.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $247.02万 | 1.08% | 9,431 | -691 | -6.8% | -$18.10万 | 减仓 |
| IWL | ISHARES TR | $232.37万 | 1.01% | 14,480 | 6,055 | 71.9% | $97.17万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $225.28万 | 0.98% | 77,471 | -28,306 | -26.8% | -$82.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $199.09万 | 0.87% | 6,933 | -650 | -8.6% | -$18.67万 | 减仓 |
| IGSB | ISHARES TR | $191.66万 | 0.84% | 36,466 | 7,989 | 28.1% | $41.99万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $183.71万 | 0.80% | 17,492 | -2,688 | -13.3% | -$28.23万 | 减仓 |
| ELCV | STRATEGY SHS | $167.39万 | 0.73% | 57,720 | 2,890 | 5.3% | $8.38万 | 加仓 |
| IWR | ISHARES TR | $165.36万 | 0.72% | 17,007 | 6,378 | 60.0% | $62.01万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $163.93万 | 0.72% | 43,843 | 15,401 | 54.1% | $57.58万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $151.27万 | 0.66% | 61,181 | 25,366 | 70.8% | $62.72万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $149.62万 | 0.65% | 45,408 | 9,679 | 27.1% | $31.89万 | 加仓 |
| IJH | ISHARES TR | $142.46万 | 0.62% | 21,096 | 11 | 0.1% | $743 | 加仓 |
| AGG | ISHARES TR | $120.31万 | 0.53% | 12,120 | 4,115 | 51.4% | $40.85万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $116.28万 | 0.51% | 11,990 | -748 | -5.9% | -$7.25万 | 减仓 |
| CALF | PACER FDS TR | $114.45万 | 0.50% | 25,508 | -5,574 | -17.9% | -$25.01万 | 减仓 |
| GOOG | ALPHABET INC | $114.28万 | 0.50% | 3,984 | -596 | -13.0% | -$17.10万 | 减仓 |
| IVW | ISHARES TR | $112.09万 | 0.49% | 9,910 | 1,003 | 11.3% | $11.34万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $111.96万 | 0.49% | 20,382 | -4,569 | -18.3% | -$25.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $106.35万 | 0.46% | 3,315 | -271 | -7.6% | -$8.69万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $102.98万 | 0.45% | 23,218 | 132 | 0.6% | $5,855 | 加仓 |
| — | FIS TR | $100.73万 | 0.44% | 31,303 | 31,303 | — | $100.73万 | 新建仓 |
| MSFT | MICROSOFT CORP | $98.43万 | 0.43% | 2,659 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $83.88万 | 0.37% | 40,898 | -915 | -2.2% | -$1.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $79.71万 | 0.35% | 1,825 | -3,775 | -67.4% | -$164.87万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $79.42万 | 0.35% | 10,858 | -332 | -3.0% | -$2.43万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $77.97万 | 0.34% | 33,580 | 16,876 | 101.0% | $39.19万 | 加仓 |
| BIL | SPDR SERIES TRUST | $72.00万 | 0.31% | 7,857 | 7,857 | — | $72.00万 | 新建仓 |
| GEF | GREIF INC | $65.39万 | 0.29% | 9,750 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $59.90万 | 0.26% | 12,523 | -173 | -1.4% | -$8,274 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $59.52万 | 0.26% | 6,417 | -1,161 | -15.3% | -$10.77万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $55.75万 | 0.24% | 15,777 | -443,058 | -96.6% | -$1,565.66万 | 减仓 |
| IVE | ISHARES TR | $52.09万 | 0.23% | 2,467 | 512 | 26.2% | $10.81万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $47.64万 | 0.21% | 16,354 | -816 | -4.8% | -$2.38万 | 减仓 |
| VLUE | ISHARES TR | $45.81万 | 0.20% | 3,222 | 3,222 | — | $45.81万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $44.66万 | 0.20% | 8,599 | -157 | -1.8% | -$8,153 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $42.59万 | 0.19% | 6,764 | -6,468 | -48.9% | -$40.73万 | 减仓 |
| TPIF | TIMOTHY PLAN | $40.49万 | 0.18% | 11,235 | -97,751 | -89.7% | -$352.30万 | 减仓 |
| IJR | ISHARES TR | $37.72万 | 0.16% | 3,035 | -1,221 | -28.7% | -$15.18万 | 减仓 |
| GLD | SPDR GOLD TR | $37.69万 | 0.16% | 876 | 91 | 11.6% | $3.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $37.33万 | 0.16% | 1,016 | 1,016 | — | $37.33万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $35.05万 | 0.15% | 7,255 | -4 | -0.1% | -$193 | 减仓 |
| TPSC | TIMOTHY PLAN | $32.27万 | 0.14% | 7,604 | -14,065 | -64.9% | -$59.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.16万 | 0.13% | 1,672 | -192 | -10.3% | -$3.35万 | 减仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $28.39万 | 0.12% | 3,458 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $27.49万 | 0.12% | 1,083 | -56 | -4.9% | -$1.42万 | 减仓 |
| CSX | CSX CORP | $26.76万 | 0.12% | 6,518 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $25.53万 | 0.11% | 2,537 | 2 | 0.1% | $201 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $25.27万 | 0.11% | 1,236 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $25.18万 | 0.11% | 2,711 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $25.13万 | 0.11% | 1,481 | -2,472 | -62.5% | -$41.94万 | 重新持有 |
| BNDW | VANGUARD SCOTTSDALE FDS | $24.92万 | 0.11% | 3,645 | -193 | -5.0% | -$1.32万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $22.68万 | 0.10% | 16,107 | 16,107 | — | $22.68万 | 新建仓 |
| IJJ | ISHARES TR | $22.04万 | 0.10% | 1,663 | 4 | 0.2% | $530 | 加仓 |
| HD | HOME DEPOT INC | $21.51万 | 0.09% | 654 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.28万 | 0.09% | 740 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.25万 | 0.09% | 2,663 | 2,663 | — | $20.25万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -231,350 | -100.0% | -$514.06万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -112,986 | -100.0% | -$502.45万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -107,399 | -100.0% | -$458.49万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -30,976 | -100.0% | -$96.83万 | 清仓 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | -23,489 | -100.0% | -$90.50万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -842 | -100.0% | -$25.44万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -365 | -100.0% | -$22.89万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -722 | -100.0% | -$21.38万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,236 | -100.0% | -$21.17万 | 清仓 |