Mokosak Advisory Group, LLC
URBANDALE IA · SEC CIK 0001713112
$3.99亿2026Q1 申报市值
34持仓数
93.1%前十大占比 · 第一大 23.0%
1 / 2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
SCHZ 加仓+$194.08万
CORP 加仓+$184.93万
SCHG 加仓+$36.91万
EXXON MOBIL CORP 新建仓+$26.84万
VBR 加仓+$23.38万
2026Q1 卖出最多 按季末市值估算
SCHV 减仓-$121.88万
VGT 减仓-$103.62万
SCHA 减仓-$60.88万
TCHP 清仓-$26.50万
PLTR 清仓-$22.18万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $9,176.18万 | 22.97% | 3,008,501 | -39,960 | -1.3% | -$121.88万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $7,050.88万 | 17.65% | 324,494 | 1,076 | 0.3% | $23.38万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,516.06万 | 8.80% | 1,135,511 | -2,970 | -0.3% | -$9.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,481.06万 | 8.71% | 1,196,865 | -20,931 | -1.7% | -$60.88万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,469.14万 | 8.68% | 1,190,628 | 12,667 | 1.1% | $36.91万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,881.62万 | 7.21% | 41,215 | -1,482 | -3.5% | -$103.62万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,869.20万 | 7.18% | 1,235,661 | 83,583 | 7.3% | $194.08万 | 加仓 |
| CORP | PIMCO ETF TR | $2,496.19万 | 6.25% | 257,877 | 19,105 | 8.0% | $184.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,266.54万 | 3.17% | 64,553 | 597 | 0.9% | $11.71万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $967.30万 | 2.42% | 95,072 | 238 | 0.3% | $2.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $479.37万 | 1.20% | 18,302 | 337 | 1.9% | $8.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $470.64万 | 1.18% | 16,385 | 432 | 2.7% | $12.41万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $403.35万 | 1.01% | 19,388 | -152 | -0.8% | -$3.16万 | 减仓 |
| LQD | ISHARES TR | $358.26万 | 0.90% | 32,870 | 1,079 | 3.4% | $11.76万 | 加仓 |
| AAPL | APPLE INC | $181.18万 | 0.45% | 7,118 | 234 | 3.4% | $5.96万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $156.00万 | 0.39% | 2,145 | 1 | 0.0% | $727 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.25万 | 0.27% | 6,064 | 82 | 1.4% | $1.44万 | 加仓 |
| DE | DEERE & CO | $66.80万 | 0.17% | 1,185 | 2 | 0.2% | $1,127 | 加仓 |
| WMT | WALMART INC | $64.44万 | 0.16% | 5,185 | 11 | 0.2% | $1,367 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $63.10万 | 0.16% | 7,001 | -208 | -2.9% | -$1.87万 | 减仓 |
| ESML | ISHARES TR | $46.88万 | 0.12% | 9,971 | -441 | -4.2% | -$2.07万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $43.30万 | 0.11% | 3,857 | -50 | -1.3% | -$5,613 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.20万 | 0.11% | 1,265 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $33.94万 | 0.08% | 4,264 | 21 | 0.5% | $1,672 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.51万 | 0.08% | 8,622 | 22 | 0.3% | $855 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.52万 | 0.07% | 636 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $26.84万 | 0.07% | 1,582 | 1,582 | — | $26.84万 | 新建仓 |
| TIP | ISHARES TR | $26.27万 | 0.07% | 2,381 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $25.71万 | 0.06% | 5,153 | 29 | 0.6% | $1,447 | 加仓 |
| AMZN | AMAZON COM INC | $25.64万 | 0.06% | 1,220 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.31万 | 0.06% | 4,053 | 14 | 0.3% | $874 | 加仓 |
| AMGN | AMGEN INC | $23.90万 | 0.06% | 680 | -64 | -8.6% | -$2.25万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $21.02万 | 0.05% | 7,984 | 66 | 0.8% | $1,738 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $21.02万 | 0.05% | 656 | 2 | 0.3% | $641 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -5,315 | -100.0% | -$26.50万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,248 | -100.0% | -$22.18万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |