AAF Wealth Management, LLC
WESTBOROUGH MA · SEC CIK 0001726609
$2.71亿2026Q2 申报市值
57持仓数
86.0%前十大占比 · 第一大 22.5%
7 / 4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
IDMO 新建仓+$1,104.12万
GLDM 新建仓+$933.41万
BNY 新建仓+$28.45万
IBM 新建仓+$25.46万
INTC 新建仓+$23.40万
2026Q2 卖出最多 按季末市值估算
GLD 清仓-$1,016.43万
IVV 减仓-$380.81万
QQQM 减仓-$262.58万
IJH 减仓-$189.40万
VTV 减仓-$187.70万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,089.00万 | 22.46% | 81,307 | -5,085 | -5.9% | -$380.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,826.02万 | 14.11% | 175,562 | -8,613 | -4.7% | -$187.70万 | 减仓 |
| IDEV | ISHARES TR | $3,638.54万 | 13.42% | 408,779 | -1,343 | -0.3% | -$11.95万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,967.87万 | 10.95% | 97,959 | -8,667 | -8.1% | -$262.58万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,370.68万 | 8.74% | 241,414 | -127 | -0.1% | -$1.25万 | 减仓 |
| IJH | ISHARES TR | $1,295.12万 | 4.78% | 167,957 | -24,562 | -12.8% | -$189.40万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,104.12万 | 4.07% | 183,135 | 183,135 | — | $1,104.12万 | 新建仓 |
| GLDM | WORLD GOLD TR | $933.41万 | 3.44% | 117,528 | 117,528 | — | $933.41万 | 新建仓 |
| AAPL | APPLE INC | $589.65万 | 2.17% | 20,377 | -55 | -0.3% | -$1.59万 | 减仓 |
| IEFA | ISHARES TR | $498.39万 | 1.84% | 51,604 | -776 | -1.5% | -$7.49万 | 减仓 |
| GOOG | ALPHABET INC | $404.75万 | 1.49% | 11,455 | -2,836 | -19.8% | -$100.21万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $223.14万 | 0.82% | 53,242 | -150 | -0.3% | -$6,286 | 减仓 |
| IWF | ISHARES TR | $181.27万 | 0.67% | 14,598 | 386 | 2.7% | $4.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $179.00万 | 0.66% | 2,397 | -66 | -2.7% | -$4.93万 | 减仓 |
| GOOGL | ALPHABET INC | $174.27万 | 0.64% | 4,876 | 79 | 1.6% | $2.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $162.47万 | 0.60% | 20,165 | -15,111 | -42.8% | -$121.75万 | 减仓 |
| IJR | ISHARES TR | $156.29万 | 0.58% | 10,538 | -582 | -5.2% | -$8.63万 | 减仓 |
| META | META PLATFORMS INC | $144.38万 | 0.53% | 2,563 | -22 | -0.9% | -$1.24万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $143.55万 | 0.53% | 64,662 | -3,069 | -4.5% | -$6.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $140.86万 | 0.52% | 3,776 | 48 | 1.3% | $1.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $119.96万 | 0.44% | 5,995 | 222 | 3.8% | $4.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.22万 | 0.42% | 2,413 | 24 | 1.0% | $1.15万 | 加仓 |
| AMZN | AMAZON COM INC | $113.47万 | 0.42% | 4,761 | -114 | -2.3% | -$2.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $106.13万 | 0.39% | 12,320 | -760 | -5.8% | -$6.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.32万 | 0.34% | 1,865 | -7 | -0.4% | -$3,503 | 减仓 |
| IWM | ISHARES TR | $79.42万 | 0.29% | 2,643 | -1 | -0.0% | -$300 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.28% | 1 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $74.58万 | 0.28% | 3,076 | -57 | -1.8% | -$1.38万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $72.71万 | 0.27% | 26,250 | -520 | -1.9% | -$1.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $71.57万 | 0.26% | 972 | -266 | -21.5% | -$19.59万 | 减仓 |
| IWB | ISHARES TR | $68.83万 | 0.25% | 1,681 | -3 | -0.2% | -$1,228 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $66.49万 | 0.25% | 13,120 | 98 | 0.8% | $4,967 | 加仓 |
| GLW | CORNING INC | $59.97万 | 0.22% | 2,348 | 229 | 10.8% | $5.85万 | 加仓 |
| AVGO | BROADCOM INC | $54.23万 | 0.20% | 1,436 | -26 | -1.8% | -$9,819 | 减仓 |
| IXUS | ISHARES TR | $49.98万 | 0.18% | 5,236 | -27 | -0.5% | -$2,577 | 减仓 |
| VOO | VANGUARD INDEX FDS | $48.85万 | 0.18% | 711 | -139 | -16.4% | -$9.55万 | 减仓 |
| IWR | ISHARES TR | $47.17万 | 0.17% | 4,276 | -1,751 | -29.1% | -$19.32万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $45.77万 | 0.17% | 3,461 | -3,336 | -49.1% | -$44.12万 | 减仓 |
| IEMG | ISHARES INC | $45.27万 | 0.17% | 5,465 | 24 | 0.4% | $1,988 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.67万 | 0.16% | 1,207 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.54万 | 0.16% | 1,754 | -79 | -4.3% | -$2.01万 | 减仓 |
| RTX | RTX CORPORATION | $33.80万 | 0.12% | 1,781 | -83 | -4.5% | -$1.58万 | 减仓 |
| ESML | ISHARES TR | $31.94万 | 0.12% | 5,710 | -109 | -1.9% | -$6,096 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.89万 | 0.11% | 4,840 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $28.45万 | 0.10% | 1,967 | 1,967 | — | $28.45万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $27.36万 | 0.10% | 3,200 | -3 | -0.1% | -$256 | 减仓 |
| VV | VANGUARD INDEX FDS | $27.15万 | 0.10% | 789 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.07万 | 0.10% | 893 | -18 | -2.0% | -$5,457 | 减仓 |
| UNP | UNION PAC CORP | $26.18万 | 0.10% | 963 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.46万 | 0.09% | 905 | 905 | — | $25.46万 | 新建仓 |
| INTC | INTEL CORP | $23.40万 | 0.09% | 1,676 | 1,676 | — | $23.40万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.33万 | 0.09% | 1,540 | 1 | 0.1% | $151 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.14万 | 0.09% | 1,578 | 89 | 6.0% | $1.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $22.97万 | 0.08% | 199 | 199 | — | $22.97万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.07万 | 0.08% | 507 | 507 | — | $21.07万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.85万 | 0.08% | 1,525 | 30 | 2.0% | $4,102 | 加仓 |
| — | ACRIVON THERAPEUTICS INC | $1.90万 | 0.01% | 10,678 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -23,622 | -100.0% | -$1,016.43万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -8,033 | -100.0% | -$32.28万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,505 | -100.0% | -$21.17万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -693 | -100.0% | -$20.40万 | 清仓 |