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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $25.12万 | 0.12% | 4,100 | 4,100 | — | $25.12万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $24.73万 | 0.12% | 2,409 | 596 | 32.9% | $6.12万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.56万 | 0.12% | 1,876 | 81 | 4.5% | $1.06万 | 加仓 |
| DIS | DISNEY WALT CO | $23.99万 | 0.12% | 2,489 | 637 | 34.4% | $6.14万 | 加仓 |
| IVW | ISHARES TR | $23.60万 | 0.12% | 2,086 | -56,091 | -96.4% | -$634.55万 | 减仓 |
| DGRO | ISHARES TR | $23.59万 | 0.12% | 3,361 | 139 | 4.3% | $9,755 | 加仓 |
| IDV | ISHARES TR | $23.41万 | 0.12% | 5,500 | -1,500 | -21.4% | -$6.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.18万 | 0.11% | 568 | 568 | — | $22.18万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $22.15万 | 0.11% | 1,075 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.87万 | 0.11% | 3,009 | -641 | -17.6% | -$4.66万 | 减仓 |
| ORCL | ORACLE CORP | $21.64万 | 0.11% | 1,471 | 100 | 7.3% | $1.47万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $21.35万 | 0.11% | 9,940 | -9,050 | -47.7% | -$19.44万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $21.02万 | 0.10% | 8,829 | 8,829 | — | $21.02万 | 新建仓 |
| GOOG | ALPHABET INC | $20.74万 | 0.10% | 723 | 723 | — | $20.74万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.67万 | 0.10% | 4,118 | -1,532 | -27.1% | -$7.69万 | 重新持有 |
| MCD | MCDONALDS CORP | $20.54万 | 0.10% | 661 | 661 | — | $20.54万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $20.40万 | 0.10% | 5,750 | 500 | 9.5% | $1.77万 | 加仓 |
| SO | SOUTHERN CO | $20.27万 | 0.10% | 2,100 | 2,100 | — | $20.27万 | 新建仓 |
| IJH | ISHARES TR | $20.26万 | 0.10% | 3,000 | 3,000 | — | $20.26万 | 新建仓 |
| F | FORD MTR CO | $15.47万 | 0.08% | 13,406 | -489 | -3.5% | -$5,643 | 减仓 |
| IYY | ISHARES TR | $0 | 0.00% | 0 | -174,850 | -100.0% | -$2,899.19万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -45,338 | -100.0% | -$701.83万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -70,203 | -100.0% | -$674.16万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -156,021 | -100.0% | -$666.05万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -10,136 | -100.0% | -$35.88万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,810 | -100.0% | -$27.73万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,185 | -100.0% | -$24.43万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,800 | -100.0% | -$22.67万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -692 | -100.0% | -$20.50万 | 清仓 |