Santori & Peters, Inc.
CANONSBURG PA · SEC CIK 0001730959
$3.21亿2026Q1 申报市值
79持仓数
82.5%前十大占比 · 第一大 46.9%
5 / 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
SCHX 加仓+$81.81万
DFIV 新建仓+$66.65万
SCHV 加仓+$42.81万
SPHQ 加仓+$40.69万
AVUV 新建仓+$38.70万
2026Q1 卖出最多 按季末市值估算
DJAN 重新持有-$37.61万
DMAY 减仓-$29.59万
MSFT 减仓-$9.59万
BUFD 减仓-$5.92万
WMT 重新持有-$5.68万
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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | $1.51亿 | 46.86% | 602,336 | 2 | 0.0% | $500 | 加仓 |
| AME | AMETEK INC | $5,256.26万 | 16.36% | 245,207 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1,243.81万 | 3.87% | 246,936 | -187 | -0.1% | -$9,419 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,031.67万 | 3.21% | 368,454 | -2,113 | -0.6% | -$5.92万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $906.51万 | 2.82% | 120,562 | 5,412 | 4.7% | $40.69万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $784.30万 | 2.44% | 254,206 | 1,389 | 0.5% | $4.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $657.87万 | 2.05% | 256,581 | 31,909 | 14.2% | $81.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $653.80万 | 2.04% | 33,323 | 112 | 0.3% | $2.20万 | 加仓 |
| EFA | ISHARES TR | $499.34万 | 1.55% | 51,409 | 64 | 0.1% | $6,216 | 加仓 |
| SMLF | ISHARES TR | $428.22万 | 1.33% | 56,726 | 443 | 0.8% | $3.34万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $305.60万 | 0.95% | 79,006 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $284.96万 | 0.89% | 64,353 | 4,845 | 8.1% | $21.45万 | 加仓 |
| WTV | WISDOMTREE TR | $283.26万 | 0.88% | 29,901 | 854 | 2.9% | $8.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $273.60万 | 0.85% | 93,924 | 1,146 | 1.2% | $3.34万 | 加仓 |
| AAPL | APPLE INC | $238.24万 | 0.74% | 9,387 | -57 | -0.6% | -$1.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $228.29万 | 0.71% | 3,510 | 152 | 4.5% | $9.89万 | 加仓 |
| USMV | ISHARES TR | $227.58万 | 0.71% | 24,539 | 14 | 0.1% | $1,298 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $218.43万 | 0.68% | 10,113 | 80 | 0.8% | $1.73万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $203.82万 | 0.63% | 40,123 | 7,346 | 22.4% | $37.32万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $180.21万 | 0.56% | 40,287 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $138.36万 | 0.43% | 18,918 | 16 | 0.1% | $1,170 | 加仓 |
| MSFT | MICROSOFT CORP | $137.99万 | 0.43% | 3,728 | -259 | -6.5% | -$9.59万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $127.49万 | 0.40% | 41,799 | 14,037 | 50.6% | $42.81万 | 加仓 |
| HD | HOME DEPOT INC | $115.70万 | 0.36% | 3,518 | 24 | 0.7% | $7,893 | 加仓 |
| PFE | PFIZER INC | $114.79万 | 0.36% | 40,878 | 186 | 0.5% | $5,223 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $109.14万 | 0.34% | 3,710 | 9 | 0.2% | $2,648 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $107.52万 | 0.33% | 15,114 | -134 | -0.9% | -$9,532 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $98.72万 | 0.31% | 15,406 | -40 | -0.3% | -$2,563 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $95.67万 | 0.30% | 4,695 | 1 | 0.0% | $204 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $82.82万 | 0.26% | 7,550 | 51 | 0.7% | $5,595 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $82.74万 | 0.26% | 17,593 | 349 | 2.0% | $1.64万 | 加仓 |
| GE | GE AEROSPACE | $81.65万 | 0.25% | 2,877 | 50 | 1.8% | $1.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $74.18万 | 0.23% | 1,241 | -13 | -1.0% | -$7,770 | 减仓 |
| NVDA | NVIDIA CORPORATION | $73.63万 | 0.23% | 4,222 | 464 | 12.3% | $8.09万 | 加仓 |
| — | EXXON MOBIL CORP | $70.45万 | 0.22% | 4,153 | 811 | 24.3% | $13.76万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $66.65万 | 0.21% | 12,627 | 12,627 | — | $66.65万 | 新建仓 |
| AMGN | AMGEN INC | $65.72万 | 0.20% | 1,868 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $65.02万 | 0.20% | 8,069 | 2,639 | 48.6% | $21.26万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $62.74万 | 0.20% | 3,015 | -6 | -0.2% | -$1,249 | 减仓 |
| GEV | GE VERNOVA INC | $62.24万 | 0.19% | 713 | 41 | 6.1% | $3.58万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $55.46万 | 0.17% | 14,070 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.88万 | 0.16% | 1,535 | 10 | 0.7% | $3,379 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.57万 | 0.16% | 2,687 | 6 | 0.2% | $1,151 | 加仓 |
| AMZN | AMAZON COM INC | $49.86万 | 0.16% | 2,394 | -204 | -7.9% | -$4.25万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $49.21万 | 0.15% | 2,071 | 149 | 7.8% | $3.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.39万 | 0.15% | 572 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $46.09万 | 0.14% | 1,921 | -30 | -1.5% | -$7,198 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $44.42万 | 0.14% | 4,136 | 7 | 0.2% | $752 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.10万 | 0.13% | 8,951 | -354 | -3.8% | -$1.67万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.94万 | 0.13% | 1,950 | 2 | 0.1% | $430 | 加仓 |
| T | AT&T INC | $39.58万 | 0.12% | 13,654 | 59 | 0.4% | $1,710 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $39.21万 | 0.12% | 3,497 | 2 | 0.1% | $224 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $38.70万 | 0.12% | 3,503 | 3,503 | — | $38.70万 | 新建仓 |
| GOOGL | ALPHABET INC | $38.50万 | 0.12% | 1,339 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $38.15万 | 0.12% | 4,984 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $37.26万 | 0.12% | 645 | -7 | -1.1% | -$4,043 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $37.04万 | 0.12% | 8,505 | 0 | 0.0% | — | 不变 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $36.35万 | 0.11% | 8,090 | -6,586 | -44.9% | -$29.59万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $36.06万 | 0.11% | 1,236 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $35.88万 | 0.11% | 8,263 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $33.59万 | 0.10% | 3,121 | 131 | 4.4% | $1.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $33.59万 | 0.10% | 1,374 | -76 | -5.2% | -$1.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.74万 | 0.10% | 1,250 | -9 | -0.7% | -$2,357 | 减仓 |
| GOOG | ALPHABET INC | $32.27万 | 0.10% | 1,125 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $30.35万 | 0.09% | 7,137 | -8,842 | -55.3% | -$37.61万 | 重新持有 |
| MRK | MERCK & CO INC | $28.69万 | 0.09% | 2,385 | 38 | 1.6% | $4,571 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.57万 | 0.09% | 5,691 | 12 | 0.2% | $602 | 加仓 |
| META | META PLATFORMS INC | $26.03万 | 0.08% | 455 | -48 | -9.5% | -$2.75万 | 减仓 |
| SO | SOUTHERN CO | $24.37万 | 0.08% | 2,525 | 18 | 0.7% | $1,737 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.77万 | 0.07% | 2,004 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $23.69万 | 0.07% | 970 | -78 | -7.4% | -$1.91万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.38万 | 0.07% | 467 | -8 | -1.7% | -$3,834 | 减仓 |
| KO | COCA COLA CO | $21.60万 | 0.07% | 2,840 | 2,840 | — | $21.60万 | 新建仓 |
| WMT | WALMART INC | $21.56万 | 0.07% | 1,734 | -457 | -20.9% | -$5.68万 | 重新持有 |
| AVGO | BROADCOM INC | $20.92万 | 0.07% | 676 | -89 | -11.6% | -$2.75万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.60万 | 0.06% | 2,743 | -94 | -3.3% | -$7,059 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.06万 | 0.06% | 2,364 | 2,364 | — | $20.06万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.01万 | 0.06% | 641 | 641 | — | $20.01万 | 新建仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $11.03万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |