MPS Loria Financial Planners, LLC
Burr Ridge IL · SEC CIK 0001716180
$3.79亿2026Q1 申报市值
89持仓数
83.7%前十大占比 · 第一大 32.1%
4 / 0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
IWB 加仓+$263.36万
USRT 加仓+$99.95万
VB 加仓+$65.56万
NVDA 加仓+$55.81万
TAK 新建仓+$47.68万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$323.42万
SCHP 减仓-$223.57万
AAPL 减仓-$55.25万
PGR 减仓-$39.65万
EFA 减仓-$17.46万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $1.22亿 | 32.07% | 340,935 | 7,386 | 2.2% | $263.36万 | 加仓 |
| AAPL | APPLE INC | $7,101.23万 | 18.74% | 279,808 | -2,177 | -0.8% | -$55.25万 | 减仓 |
| IEMG | ISHARES INC | $4,394.09万 | 11.59% | 629,977 | -46,369 | -6.9% | -$323.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,042.56万 | 10.67% | 154,343 | 2,503 | 1.6% | $65.56万 | 加仓 |
| USRT | ISHARES TR | $1,583.54万 | 4.18% | 267,536 | 16,887 | 6.7% | $99.95万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $895.06万 | 2.36% | 336,363 | -84,016 | -20.0% | -$223.57万 | 减仓 |
| IWV | ISHARES TR | $478.05万 | 1.26% | 12,897 | 178 | 1.4% | $6.60万 | 加仓 |
| AGG | ISHARES TR | $399.93万 | 1.06% | 40,287 | 2,620 | 7.0% | $26.01万 | 加仓 |
| ABBV | ABBVIE INC | $347.56万 | 0.92% | 15,980 | 109 | 0.7% | $2.37万 | 加仓 |
| EFA | ISHARES TR | $305.51万 | 0.81% | 31,453 | -1,798 | -5.4% | -$17.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $304.84万 | 0.80% | 4,686 | -21 | -0.4% | -$1.37万 | 减仓 |
| PGR | PROGRESSIVE CORP | $279.06万 | 0.74% | 14,077 | -2,000 | -12.4% | -$39.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $278.78万 | 0.74% | 7,531 | 59 | 0.8% | $2.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $265.41万 | 0.70% | 15,218 | 3,200 | 26.6% | $55.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $264.48万 | 0.70% | 12,783 | 3 | 0.0% | $621 | 加仓 |
| MCK | MCKESSON CORP | $245.36万 | 0.65% | 2,835 | 2 | 0.1% | $1,731 | 加仓 |
| GOOGL | ALPHABET INC | $241.58万 | 0.64% | 8,401 | -3 | -0.0% | -$863 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $205.04万 | 0.54% | 7,578 | 47 | 0.6% | $1.27万 | 加仓 |
| AMZN | AMAZON COM INC | $177.80万 | 0.47% | 8,537 | 132 | 1.6% | $2.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $174.81万 | 0.46% | 3,648 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $170.62万 | 0.45% | 16,618 | 89 | 0.5% | $9,138 | 加仓 |
| GOOG | ALPHABET INC | $167.89万 | 0.44% | 5,853 | 3 | 0.1% | $861 | 加仓 |
| QQQ | INVESCO QQQ TR | $162.90万 | 0.43% | 2,822 | -27 | -0.9% | -$1.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $159.04万 | 0.42% | 6,506 | -20 | -0.3% | -$4,889 | 减仓 |
| AOR | ISHARES TR | $135.78万 | 0.36% | 21,100 | 2,248 | 11.9% | $14.47万 | 加仓 |
| SDY | SPDR SERIES TRUST | $130.51万 | 0.34% | 8,943 | -265 | -2.9% | -$3.87万 | 减仓 |
| SMH | VANECK ETF TRUST | $105.11万 | 0.28% | 2,742 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $95.32万 | 0.25% | 10,772 | 1,462 | 15.7% | $12.94万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $93.98万 | 0.25% | 37,190 | 387 | 1.1% | $9,779 | 加仓 |
| — | EXXON MOBIL CORP | $90.51万 | 0.24% | 5,335 | 29 | 0.5% | $4,920 | 加仓 |
| VGT | VANGUARD WORLD FD | $77.42万 | 0.20% | 1,110 | 2 | 0.2% | $1,395 | 加仓 |
| HD | HOME DEPOT INC | $74.29万 | 0.20% | 2,259 | 2 | 0.1% | $658 | 加仓 |
| MCD | MCDONALDS CORP | $67.34万 | 0.18% | 2,167 | 9 | 0.4% | $2,797 | 加仓 |
| GE | GE AEROSPACE | $66.96万 | 0.18% | 2,360 | -47 | -2.0% | -$1.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.92万 | 0.18% | 3,111 | 18 | 0.6% | $3,872 | 加仓 |
| LLY | ELI LILLY & CO | $66.52万 | 0.18% | 723 | 1 | 0.1% | $920 | 加仓 |
| CSCO | CISCO SYS INC | $64.77万 | 0.17% | 8,347 | 37 | 0.4% | $2,871 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $62.89万 | 0.17% | 1,962 | 5 | 0.3% | $1,603 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $60.72万 | 0.16% | 5,245 | -81 | -1.5% | -$9,378 | 减仓 |
| WMT | WALMART INC | $59.13万 | 0.16% | 4,757 | 4 | 0.1% | $497 | 加仓 |
| AVGO | BROADCOM INC | $57.18万 | 0.15% | 1,847 | -43 | -2.3% | -$1.33万 | 减仓 |
| CAT | CATERPILLAR INC | $54.87万 | 0.14% | 774 | 1 | 0.1% | $709 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $53.94万 | 0.14% | 11,785 | 254 | 2.2% | $1.16万 | 加仓 |
| GEV | GE VERNOVA INC | $51.59万 | 0.14% | 591 | -6 | -1.0% | -$5,238 | 减仓 |
| NFLX | NETFLIX INC. | $51.54万 | 0.14% | 5,360 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $50.80万 | 0.13% | 10,725 | 175 | 1.7% | $8,289 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.76万 | 0.13% | 9,912 | 235 | 2.4% | $1.18万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $49.34万 | 0.13% | 5,312 | 28 | 0.5% | $2,601 | 加仓 |
| BF/B | BROWN FORMAN CORP | $49.15万 | 0.13% | 18,590 | -288 | -1.5% | -$7,615 | 减仓 |
| TSLA | TESLA INC | $49.15万 | 0.13% | 1,322 | -8 | -0.6% | -$2,974 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.12万 | 0.13% | 822 | 3 | 0.4% | $1,793 | 加仓 |
| DIS | DISNEY WALT CO | $48.61万 | 0.13% | 5,043 | -469 | -8.5% | -$4.52万 | 减仓 |
| WM | WASTE MGMT INC DEL | $48.53万 | 0.13% | 2,112 | 7 | 0.3% | $1,609 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $47.68万 | 0.13% | 25,746 | 25,746 | — | $47.68万 | 新建仓 |
| GLW | CORNING INC | $45.32万 | 0.12% | 3,333 | 6 | 0.2% | $816 | 加仓 |
| META | META PLATFORMS INC | $44.38万 | 0.12% | 776 | 1 | 0.1% | $572 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.87万 | 0.12% | 1,810 | 7 | 0.4% | $1,697 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.33万 | 0.11% | 425 | 36 | 9.3% | $3.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.49万 | 0.11% | 2,873 | -499 | -14.8% | -$7.21万 | 减仓 |
| T | AT&T INC | $39.43万 | 0.10% | 13,601 | 28 | 0.2% | $812 | 加仓 |
| HUBB | HUBBELL INC | $38.27万 | 0.10% | 780 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.18万 | 0.10% | 1,264 | 2 | 0.2% | $588 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $36.87万 | 0.10% | 2,229 | 12 | 0.5% | $1,985 | 加仓 |
| V | VISA INC | $34.84万 | 0.09% | 1,153 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $33.25万 | 0.09% | 1,030 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.39万 | 0.09% | 2,202 | 5 | 0.2% | $735 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $32.24万 | 0.09% | 2,958 | 4 | 0.1% | $436 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $32.02万 | 0.08% | 933 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $31.06万 | 0.08% | 6,337 | 11 | 0.2% | $539 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.01万 | 0.08% | 1,580 | -9 | -0.6% | -$1,766 | 减仓 |
| AMLP | ALPS ETF TR | $30.30万 | 0.08% | 5,756 | 7 | 0.1% | $368 | 加仓 |
| VUG | VANGUARD INDEX FDS | $29.74万 | 0.08% | 681 | -7 | -1.0% | -$3,057 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $29.41万 | 0.08% | 5,097 | 34 | 0.7% | $1,962 | 加仓 |
| TJX | TJX COS INC NEW | $27.71万 | 0.07% | 1,735 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $27.46万 | 0.07% | 23,793 | 190 | 0.8% | $2,193 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.99万 | 0.07% | 966 | 1 | 0.1% | $279 | 加仓 |
| AMAT | APPLIED MATLS INC | $26.88万 | 0.07% | 786 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $26.64万 | 0.07% | 2,783 | -20 | -0.7% | -$1,914 | 减仓 |
| KO | COCA COLA CO | $26.05万 | 0.07% | 3,424 | 1 | 0.0% | $76 | 加仓 |
| MS | MORGAN STANLEY | $25.09万 | 0.07% | 1,524 | 6 | 0.4% | $988 | 加仓 |
| BAC | BANK AMERICA CORP | $24.91万 | 0.07% | 5,111 | 22 | 0.4% | $1,072 | 加仓 |
| MRK | MERCK & CO INC | $23.31万 | 0.06% | 1,938 | 10 | 0.5% | $1,203 | 加仓 |
| SO | SOUTHERN CO | $22.91万 | 0.06% | 2,374 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.91万 | 0.06% | 683 | -10 | -1.4% | -$3,208 | 减仓 |
| AZN | ASTRAZENECA PLC | $21.30万 | 0.06% | 1,080 | 1,080 | — | $21.30万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.06万 | 0.06% | 1,596 | 1,596 | — | $21.06万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.89万 | 0.06% | 1,510 | 4 | 0.3% | $553 | 加仓 |
| SOXX | ISHARES TR | $20.63万 | 0.05% | 628 | 628 | — | $20.63万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.14万 | 0.05% | 5,241 | 1,129 | 27.5% | $4.34万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |