Mokosak Advisory Group, LLC
URBANDALE IA · SEC CIK 0001713112
$4.62亿2026Q2 申报市值
38持仓数
92.9%前十大占比 · 第一大 22.7%
2 / 1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
SCHZ 加仓+$142.55万
CORP 加仓+$140.89万
VBR 加仓+$83.20万
SCHG 加仓+$52.24万
MU 新建仓+$29.87万
2026Q2 卖出最多 按季末市值估算
VGT 减仓-$91.94万
SCHA 减仓-$46.82万
VTV 减仓-$42.12万
VIOV 减仓-$39.81万
AMGN 清仓-$23.90万
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -680 | -100.0% | -$23.90万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $21.18万 | 0.05% | 2,458 | 2,035 | 481.1% | $17.53万 | 重新持有 |
| — | EXXON MOBIL CORP | $21.69万 | 0.05% | 1,586 | 4 | 0.3% | $547 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $22.64万 | 0.05% | 657 | 1 | 0.2% | $345 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.26万 | 0.05% | 585 | -51 | -8.0% | -$2.03万 | 减仓 |
| LLY | ELI LILLY & CO | $25.59万 | 0.06% | 213 | 0 | 0.0% | — | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $26.28万 | 0.06% | 5,197 | 44 | 0.9% | $2,225 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $26.36万 | 0.06% | 8,053 | 69 | 0.9% | $2,258 | 加仓 |
| TIP | ISHARES TR | $26.49万 | 0.06% | 2,420 | 39 | 1.6% | $4,268 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.42万 | 0.06% | 4,066 | 13 | 0.3% | $909 | 加仓 |
| AMAT | APPLIED MATLS INC | $29.06万 | 0.06% | 402 | 402 | — | $29.06万 | 新建仓 |
| AMZN | AMAZON COM INC | $29.08万 | 0.06% | 1,220 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $29.87万 | 0.06% | 259 | 259 | — | $29.87万 | 新建仓 |
| WFC | WELLS FARGO & CO | $35.41万 | 0.08% | 4,285 | 21 | 0.5% | $1,735 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $38.34万 | 0.08% | 8,643 | 21 | 0.2% | $932 | 加仓 |
| ESGV | VANGUARD WORLD FD | $51.11万 | 0.11% | 3,866 | 9 | 0.2% | $1,190 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.43万 | 0.12% | 937 | 0 | 0.0% | — | 重新持有 |
| ESML | ISHARES TR | $55.88万 | 0.12% | 9,992 | 21 | 0.2% | $1,174 | 加仓 |
| WMT | WALMART INC | $58.94万 | 0.13% | 5,205 | 20 | 0.4% | $2,265 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.41万 | 0.13% | 1,265 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $75.35万 | 0.16% | 1,188 | 3 | 0.3% | $1,903 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $76.01万 | 0.16% | 7,052 | 51 | 0.7% | $5,497 | 加仓 |
| NVDA | NVIDIA CORPORATION | $121.49万 | 0.26% | 6,072 | 8 | 0.1% | $1,601 | 加仓 |
| CASY | CASEYS GEN STORES INC | $170.39万 | 0.37% | 2,145 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $206.16万 | 0.45% | 7,126 | 8 | 0.1% | $2,314 | 加仓 |
| LQD | ISHARES TR | $360.06万 | 0.78% | 33,009 | 139 | 0.4% | $1.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $514.80万 | 1.11% | 63,894 | -1,646 | -2.5% | -$13.26万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $534.30万 | 1.16% | 18,710 | -678 | -3.5% | -$19.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $536.29万 | 1.16% | 17,695 | -607 | -3.3% | -$18.40万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,075.75万 | 2.33% | 91,679 | -3,393 | -3.6% | -$39.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,364.63万 | 2.96% | 62,620 | -1,933 | -3.0% | -$42.12万 | 减仓 |
| CORP | PIMCO ETF TR | $2,639.76万 | 5.72% | 272,417 | 14,540 | 5.6% | $140.89万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,000.64万 | 6.50% | 1,297,292 | 61,631 | 5.0% | $142.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,849.62万 | 8.34% | 322,029 | -7,691 | -2.3% | -$91.94万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,081.38万 | 8.84% | 1,206,066 | 15,438 | 1.3% | $52.24万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,165.68万 | 9.02% | 1,129,814 | -5,697 | -0.5% | -$21.01万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $4,277.45万 | 9.26% | 1,183,905 | -12,960 | -1.1% | -$46.82万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $7,968.41万 | 17.26% | 327,918 | 3,424 | 1.1% | $83.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.05亿 | 22.72% | 3,013,603 | 5,102 | 0.2% | $17.76万 | 加仓 |