Sharp Wealth Advisory, LLC
HORSHAM PA · SEC CIK 0001733194
$2.03亿2026Q1 申报市值
120持仓数
69.2%前十大占比 · 第一大 15.9%
16 / 9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
IJS 新建仓+$3,223.26万
VB 加仓+$2,946.02万
VOT 新建仓+$2,884.51万
AVGO 加仓+$69.77万
AAPL 加仓+$53.55万
2026Q1 卖出最多 按季末市值估算
IYY 清仓-$2,899.19万
XLC 减仓-$707.30万
XLV 清仓-$701.83万
VOO 减仓-$698.56万
IEMG 减仓-$695.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $77.92万 | 0.38% | 3,766 | -32 | -0.8% | -$6,621 | 减仓 |
| QQQ | INVESCO QQQ TR | $78.04万 | 0.39% | 1,352 | -11,070 | -89.1% | -$639.02万 | 减仓 |
| SLV | ISHARES SILVER TR | $81.77万 | 0.40% | 12,000 | -4,450 | -27.1% | -$30.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $87.52万 | 0.43% | 11,884 | -609 | -4.9% | -$4.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $89.48万 | 0.44% | 6,117 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $90.81万 | 0.45% | 3,005 | -133 | -4.2% | -$4.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $91.69万 | 0.45% | 2,858 | 10 | 0.4% | $3,208 | 加仓 |
| BIL | SPDR SERIES TRUST | $91.99万 | 0.45% | 10,038 | 298 | 3.1% | $2.73万 | 加仓 |
| AMZN | AMAZON COM INC | $95.47万 | 0.47% | 4,584 | 922 | 25.2% | $19.20万 | 加仓 |
| IEFA | ISHARES TR | $102.96万 | 0.51% | 11,373 | -630 | -5.2% | -$5.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $116.50万 | 0.58% | 3,147 | -174 | -5.2% | -$6.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $117.84万 | 0.58% | 2,459 | -105 | -4.1% | -$5.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $129.70万 | 0.64% | 2,170 | -11,688 | -84.3% | -$698.56万 | 减仓 |
| IWF | ISHARES TR | $136.02万 | 0.67% | 3,190 | -189 | -5.6% | -$8.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.74万 | 0.68% | 7,177 | 392 | 5.8% | $7.52万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $161.37万 | 0.80% | 53,400 | -7,340 | -12.1% | -$22.18万 | 减仓 |
| GOOGL | ALPHABET INC | $179.53万 | 0.89% | 6,243 | 856 | 15.9% | $24.62万 | 加仓 |
| AVGO | BROADCOM INC | $181.69万 | 0.90% | 5,870 | 2,254 | 62.3% | $69.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $183.36万 | 0.91% | 33,924 | 2,892 | 9.3% | $15.63万 | 加仓 |
| — | EXXON MOBIL CORP | $209.18万 | 1.03% | 12,330 | -440 | -3.4% | -$7.46万 | 减仓 |
| AAPL | APPLE INC | $209.74万 | 1.04% | 8,264 | 2,110 | 34.3% | $53.55万 | 加仓 |
| META | META PLATFORMS INC | $241.50万 | 1.19% | 4,221 | 463 | 12.3% | $26.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $242.25万 | 1.20% | 37,804 | 2,441 | 6.9% | $15.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $253.44万 | 1.25% | 14,532 | 1,846 | 14.6% | $32.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $310.24万 | 1.53% | 35,190 | 440 | 1.3% | $3.88万 | 加仓 |
| GLD | SPDR GOLD TR | $1,180.33万 | 5.83% | 27,431 | 45 | 0.2% | $1.94万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,234.15万 | 6.09% | 207,247 | 1,451 | 0.7% | $8.64万 | 加仓 |
| AGG | ISHARES TR | $1,454.74万 | 7.18% | 146,544 | 3,105 | 2.2% | $30.82万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,884.51万 | 14.24% | 112,085 | 112,085 | — | $2,884.51万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $2,984.95万 | 14.74% | 113,964 | 112,478 | 7,569.2% | $2,946.02万 | 加仓 |
| IJS | ISHARES TR | $3,223.26万 | 15.92% | 272,120 | 272,120 | — | $3,223.26万 | 新建仓 |