Sharp Wealth Advisory, LLC
HORSHAM PA · SEC CIK 0001733194
$2.16亿2026Q2 申报市值
127持仓数
53.3%前十大占比 · 第一大 14.2%
13 / 8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
VTI 加仓+$2,966.21万
IYZ 新建仓+$724.69万
IYM 新建仓+$710.01万
XLE 加仓+$702.54万
IWM 加仓+$701.10万
2026Q2 卖出最多 按季末市值估算
IJS 减仓-$3,694.00万
VB 减仓-$3,409.43万
VOT 减仓-$2,736.79万
XLK 重新持有-$265.03万
QCOM 减仓-$49.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.37万 | 0.43% | 1,846 | -613 | -24.9% | -$30.67万 | 减仓 |
| V | VISA INC | $97.87万 | 0.45% | 2,853 | -152 | -5.1% | -$5.21万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $98.50万 | 0.46% | 13,418 | 1,534 | 12.9% | $11.26万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.23万 | 0.46% | 10,938 | 900 | 9.0% | $8.25万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $103.96万 | 0.48% | 3,105 | 150 | 5.1% | $5.02万 | 加仓 |
| AMZN | AMAZON COM INC | $111.69万 | 0.52% | 4,686 | 102 | 2.2% | $2.43万 | 加仓 |
| IEFA | ISHARES TR | $120.19万 | 0.56% | 12,444 | 1,071 | 9.4% | $10.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $131.04万 | 0.61% | 3,513 | 366 | 11.6% | $13.65万 | 加仓 |
| IVV | ISHARES TR | $139.07万 | 0.64% | 1,857 | 698 | 60.2% | $52.27万 | 加仓 |
| IWF | ISHARES TR | $155.65万 | 0.72% | 12,535 | -225 | -1.8% | -$2.79万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $160.63万 | 0.74% | 61,925 | 8,525 | 16.0% | $22.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $183.12万 | 0.85% | 8,607 | 1,430 | 19.9% | $30.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $194.68万 | 0.90% | 2,835 | 665 | 30.6% | $45.67万 | 加仓 |
| — | EXXON MOBIL CORP | $195.22万 | 0.90% | 14,279 | 1,949 | 15.8% | $26.65万 | 加仓 |
| META | META PLATFORMS INC | $212.02万 | 0.98% | 3,764 | -457 | -10.8% | -$25.74万 | 减仓 |
| AVGO | BROADCOM INC | $226.44万 | 1.05% | 5,994 | 124 | 2.1% | $4.68万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $229.18万 | 1.06% | 38,394 | 4,470 | 13.2% | $26.68万 | 加仓 |
| AAPL | APPLE INC | $244.73万 | 1.13% | 8,457 | 193 | 2.3% | $5.58万 | 加仓 |
| GOOGL | ALPHABET INC | $253.72万 | 1.18% | 7,100 | 857 | 13.7% | $30.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $268.29万 | 1.24% | 37,655 | -149 | -0.4% | -$1.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $284.45万 | 1.32% | 37,671 | 2,481 | 7.1% | $18.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $309.09万 | 1.43% | 15,447 | 915 | 6.3% | $18.31万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $696.37万 | 3.23% | 22,735 | -89,350 | -79.7% | -$2,736.79万 | 减仓 |
| IVW | ISHARES TR | $708.36万 | 3.28% | 51,506 | 49,420 | 2,369.1% | $679.67万 | 加仓 |
| IYM | ISHARES TR | $710.01万 | 3.29% | 39,548 | 39,548 | — | $710.01万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $724.31万 | 3.36% | 136,380 | 132,280 | 3,226.3% | $702.54万 | 加仓 |
| IYZ | ISHARES TR | $724.69万 | 3.36% | 171,282 | 171,282 | — | $724.69万 | 新建仓 |
| IEMG | ISHARES INC | $755.63万 | 3.50% | 91,215 | 81,333 | 823.0% | $673.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $785.67万 | 3.64% | 41,238 | -13,911 | -25.2% | -$265.03万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $789.51万 | 3.66% | 10,721 | 9,369 | 693.0% | $689.95万 | 加仓 |
| IWM | ISHARES TR | $795.09万 | 3.68% | 26,463 | 23,335 | 746.0% | $701.10万 | 加仓 |
| GLD | SPDR GOLD TR | $1,043.29万 | 4.83% | 28,321 | 890 | 3.2% | $32.79万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,281.49万 | 5.94% | 217,275 | 10,028 | 4.8% | $59.15万 | 加仓 |
| AGG | ISHARES TR | $1,530.48万 | 7.09% | 154,625 | 8,081 | 5.5% | $79.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,071.97万 | 14.23% | 83,017 | 80,159 | 2,804.7% | $2,966.21万 | 加仓 |