MPS Loria Financial Planners, LLC
Burr Ridge IL · SEC CIK 0001716180
$4.35亿2026Q2 申报市值
91持仓数
84.5%前十大占比 · 第一大 32.7%
8 / 7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
IWB 加仓+$268.18万
VB 加仓+$120.79万
DHR 新建仓+$99.87万
WTM 新建仓+$79.41万
USRT 加仓+$52.73万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$129.92万
AAPL 减仓-$87.13万
GLW 减仓-$63.01万
COST 清仓-$42.33万
BUSE 减仓-$36.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $1.42亿 | 32.71% | 347,484 | 6,549 | 1.9% | $268.18万 | 加仓 |
| AAPL | APPLE INC | $8,009.39万 | 18.41% | 276,797 | -3,011 | -1.1% | -$87.13万 | 减仓 |
| IEMG | ISHARES INC | $5,238.57万 | 12.04% | 632,371 | 2,394 | 0.4% | $19.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,799.23万 | 11.03% | 158,328 | 3,985 | 2.6% | $120.79万 | 加仓 |
| USRT | ISHARES TR | $1,830.51万 | 4.21% | 275,472 | 7,936 | 3.0% | $52.73万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $903.65万 | 2.08% | 341,000 | 4,637 | 1.4% | $12.29万 | 加仓 |
| IWV | ISHARES TR | $558.60万 | 1.28% | 13,100 | 203 | 1.6% | $8.66万 | 加仓 |
| AGG | ISHARES TR | $423.55万 | 0.97% | 42,791 | 2,504 | 6.2% | $24.78万 | 加仓 |
| ABBV | ABBVIE INC | $404.26万 | 0.93% | 16,065 | 85 | 0.5% | $2.14万 | 加仓 |
| EFA | ISHARES TR | $351.60万 | 0.81% | 33,846 | 2,393 | 7.6% | $24.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $339.47万 | 0.78% | 4,545 | -141 | -3.0% | -$10.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $316.66万 | 0.73% | 7,619 | 41 | 0.5% | $1.70万 | 加仓 |
| PGR | PROGRESSIVE CORP | $307.51万 | 0.71% | 14,077 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $296.43万 | 0.68% | 14,815 | -403 | -2.6% | -$8.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $244.95万 | 0.56% | 6,567 | -964 | -12.8% | -$35.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $225.13万 | 0.52% | 4,499 | 851 | 23.3% | $42.58万 | 加仓 |
| MCK | MCKESSON CORP | $214.44万 | 0.49% | 2,838 | 3 | 0.1% | $2,267 | 加仓 |
| CVX | CHEVRON CORPORATION | $211.95万 | 0.49% | 12,787 | 4 | 0.0% | $663 | 加仓 |
| GOOG | ALPHABET INC | $206.88万 | 0.48% | 5,855 | 2 | 0.0% | $707 | 加仓 |
| AMZN | AMAZON COM INC | $203.64万 | 0.47% | 8,544 | 7 | 0.1% | $1,668 | 加仓 |
| QQQ | INVESCO QQQ TR | $185.44万 | 0.43% | 2,518 | -304 | -10.8% | -$22.39万 | 减仓 |
| SMH | VANECK ETF TRUST | $171.29万 | 0.39% | 2,612 | -130 | -4.7% | -$8.53万 | 减仓 |
| GOOGL | ALPHABET INC | $170.34万 | 0.39% | 4,766 | -3,635 | -43.3% | -$129.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $165.43万 | 0.38% | 6,514 | 8 | 0.1% | $2,032 | 加仓 |
| ABT | ABBOTT LABORATORIES | $150.62万 | 0.35% | 16,599 | -19 | -0.1% | -$1,724 | 减仓 |
| AOR | ISHARES TR | $146.43万 | 0.34% | 21,069 | -31 | -0.1% | -$2,154 | 减仓 |
| SDY | SPDR SERIES TRUST | $136.67万 | 0.31% | 8,981 | 38 | 0.4% | $5,783 | 加仓 |
| AOA | ISHARES TR | $108.18万 | 0.25% | 11,084 | 312 | 2.9% | $3.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $106.21万 | 0.24% | 8,886 | 6 | 0.1% | $717 | 加仓 |
| DHR | DANAHER CORP DEL | $99.87万 | 0.23% | 5,243 | 5,243 | — | $99.87万 | 新建仓 |
| CSCO | CISCO SYS INC | $98.42万 | 0.23% | 8,379 | 32 | 0.4% | $3,759 | 加仓 |
| GE | GE AEROSPACE | $92.25万 | 0.21% | 2,468 | 108 | 4.6% | $4.04万 | 加仓 |
| LLY | ELI LILLY & CO | $86.71万 | 0.20% | 723 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $82.61万 | 0.19% | 776 | 2 | 0.3% | $2,129 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $79.41万 | 0.18% | 383 | 383 | — | $79.41万 | 新建仓 |
| HD | HOME DEPOT INC | $78.50万 | 0.18% | 2,226 | -33 | -1.5% | -$1.16万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $73.66万 | 0.17% | 3,113 | 2 | 0.1% | $473 | 加仓 |
| BUSE | FIRST BUSEY CORP | $73.19万 | 0.17% | 24,810 | -12,380 | -33.3% | -$36.52万 | 减仓 |
| — | EXXON MOBIL CORP | $72.87万 | 0.17% | 5,330 | -5 | -0.1% | -$684 | 减仓 |
| GEV | GE VERNOVA INC | $72.61万 | 0.17% | 618 | 27 | 4.6% | $3.17万 | 加仓 |
| AVGO | BROADCOM INC | $70.42万 | 0.16% | 1,864 | 17 | 0.9% | $6,422 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $67.73万 | 0.16% | 1,967 | 5 | 0.3% | $1,722 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $62.10万 | 0.14% | 12,493 | 708 | 6.0% | $3.52万 | 加仓 |
| MCD | MCDONALDS CORP | $58.82万 | 0.14% | 2,176 | 9 | 0.4% | $2,433 | 加仓 |
| AOM | ISHARES TR | $57.53万 | 0.13% | 11,532 | 807 | 7.5% | $4.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $57.47万 | 0.13% | 4,922 | -323 | -6.2% | -$3.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $56.62万 | 0.13% | 824 | 2 | 0.2% | $1,374 | 加仓 |
| TSLA | TESLA INC | $55.60万 | 0.13% | 1,322 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $53.79万 | 0.12% | 5,587 | 544 | 10.8% | $5.24万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.13万 | 0.12% | 1,854 | 44 | 2.4% | $1.24万 | 加仓 |
| WMT | WALMART INC | $52.04万 | 0.12% | 4,594 | -163 | -3.4% | -$1.85万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $49.54万 | 0.11% | 18,590 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $46.89万 | 0.11% | 5,342 | 30 | 0.6% | $2,633 | 加仓 |
| L | LOEWS CORP | $45.50万 | 0.10% | 4,019 | 4,019 | — | $45.50万 | 新建仓 |
| META | META PLATFORMS INC | $43.71万 | 0.10% | 776 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $42.41万 | 0.10% | 2,892 | 19 | 0.7% | $2,786 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.44万 | 0.10% | 1,266 | 2 | 0.2% | $655 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $41.27万 | 0.09% | 25,746 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $40.80万 | 0.09% | 780 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $40.65万 | 0.09% | 2,246 | 17 | 0.8% | $3,077 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.43万 | 0.09% | 1,814 | -298 | -14.1% | -$6.64万 | 减仓 |
| SOXX | ISHARES TR | $40.24万 | 0.09% | 628 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $39.96万 | 0.09% | 9,438 | -474 | -4.8% | -$2.01万 | 减仓 |
| V | VISA INC | $39.61万 | 0.09% | 1,154 | 1 | 0.1% | $343 | 加仓 |
| NFLX | NETFLIX INC. | $38.27万 | 0.09% | 5,360 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $36.35万 | 0.08% | 4,220 | 134 | 3.3% | $1.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.09万 | 0.08% | 1,656 | 76 | 4.8% | $1.66万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $34.74万 | 0.08% | 2,962 | 4 | 0.1% | $469 | 加仓 |
| AON | AON PLC | $34.16万 | 0.08% | 1,030 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $33.05万 | 0.08% | 933 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.34万 | 0.07% | 2,206 | 4 | 0.2% | $586 | 加仓 |
| MS | MORGAN STANLEY | $31.97万 | 0.07% | 1,529 | 5 | 0.3% | $1,046 | 加仓 |
| AMLP | ALPS ETF TR | $31.25万 | 0.07% | 6,027 | 271 | 4.7% | $1.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.39万 | 0.07% | 506 | 506 | — | $29.39万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $28.74万 | 0.07% | 4,963 | -134 | -2.6% | -$7,759 | 减仓 |
| JNK | SPDR SERIES TRUST | $28.22万 | 0.06% | 2,929 | 146 | 5.2% | $1.41万 | 加仓 |
| EXC | EXELON CORP | $28.09万 | 0.06% | 6,026 | -311 | -4.9% | -$1.45万 | 减仓 |
| KO | COCA COLA CO | $27.99万 | 0.06% | 3,443 | 19 | 0.6% | $1,545 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.13万 | 0.06% | 568 | 568 | — | $27.13万 | 新建仓 |
| T | AT&T INC | $26.92万 | 0.06% | 13,003 | -598 | -4.4% | -$1.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.32万 | 0.06% | 684 | 1 | 0.1% | $370 | 加仓 |
| MRK | MERCK & CO INC | $25.02万 | 0.06% | 1,947 | 9 | 0.5% | $1,157 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.03万 | 0.06% | 968 | 2 | 0.2% | $497 | 加仓 |
| SO | SOUTHERN CO | $22.72万 | 0.05% | 2,374 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $22.15万 | 0.05% | 867 | -2,466 | -74.0% | -$63.01万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.33万 | 0.05% | 3,574 | -528 | -12.9% | -$3.15万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $21.01万 | 0.05% | 182 | 182 | — | $21.01万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.73万 | 0.05% | 1,321 | -189 | -12.5% | -$2.97万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $20.34万 | 0.05% | 1,769 | 1,769 | — | $20.34万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $20.29万 | 0.05% | 1,070 | -10 | -0.9% | -$1,896 | 减仓 |
| — | GREENLAND ENERGY CO | $7.33万 | 0.02% | 33,330 | 33,330 | — | $7.33万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -425 | -100.0% | -$42.33万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,735 | -100.0% | -$27.71万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -23,793 | -100.0% | -$27.46万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -786 | -100.0% | -$26.88万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,111 | -100.0% | -$24.91万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,596 | -100.0% | -$21.06万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,241 | -100.0% | -$20.14万 | 清仓 |