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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $29.70万 | 0.14% | 1,607 | -2,659 | -62.3% | -$49.14万 | 减仓 |
| ORCL | ORACLE CORP | $29.25万 | 0.14% | 1,996 | 525 | 35.7% | $7.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.13万 | 0.13% | 311 | 1 | 0.3% | $937 | 加仓 |
| GDX | VANECK ETF TRUST | $29.02万 | 0.13% | 3,846 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.77万 | 0.13% | 1,058 | -319 | -23.2% | -$8.67万 | 减仓 |
| HL | HECLA MINING COMPANY | $28.47万 | 0.13% | 18,450 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $28.28万 | 0.13% | 5,900 | -1,700 | -22.4% | -$8.15万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $28.17万 | 0.13% | 3,496 | -112 | -3.1% | -$9,024 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.85万 | 0.13% | 10,055 | 10,055 | — | $27.85万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $26.96万 | 0.12% | 10,400 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $25.95万 | 0.12% | 405 | 405 | — | $25.95万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $25.85万 | 0.12% | 13,700 | 1,000 | 7.9% | $1.89万 | 加仓 |
| DGRO | ISHARES TR | $25.48万 | 0.12% | 3,362 | 1 | 0.0% | $76 | 加仓 |
| TFC | TRUIST FINL CORP | $25.36万 | 0.12% | 5,089 | 5,089 | — | $25.36万 | 新建仓 |
| IJS | ISHARES TR | $25.34万 | 0.12% | 1,854 | -270,266 | -99.3% | -$3,694.00万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.34万 | 0.12% | 485 | 485 | — | $25.34万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $25.13万 | 0.12% | 737 | 737 | — | $25.13万 | 新建仓 |
| GOOG | ALPHABET INC | $25.02万 | 0.12% | 708 | -15 | -2.1% | -$5,300 | 减仓 |
| COHR | COHERENT CORP | $23.67万 | 0.11% | 600 | 600 | — | $23.67万 | 新建仓 |
| IDV | ISHARES TR | $22.79万 | 0.11% | 5,500 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $21.70万 | 0.10% | 2,026 | -904 | -30.9% | -$9.68万 | 减仓 |
| LIN | LINDE PLC | $21.59万 | 0.10% | 416 | 416 | — | $21.59万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.06万 | 0.10% | 276 | -292 | -51.4% | -$22.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $21.02万 | 0.10% | 1,661 | -215 | -11.5% | -$2.72万 | 减仓 |
| DIS | DISNEY WALT CO | $20.59万 | 0.10% | 2,139 | -350 | -14.1% | -$3.37万 | 减仓 |
| SO | SOUTHERN CO | $20.01万 | 0.09% | 2,090 | -10 | -0.5% | -$957 | 减仓 |
| F | FORD MTR CO | $18.64万 | 0.09% | 13,408 | 2 | 0.0% | $28 | 加仓 |
| ISHG | ISHARES TR | $0 | 0.00% | 0 | -4,798 | -100.0% | -$35.59万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -435 | -100.0% | -$29.68万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -576 | -100.0% | -$28.76万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,075 | -100.0% | -$22.15万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -9,940 | -100.0% | -$21.35万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,118 | -100.0% | -$20.67万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -661 | -100.0% | -$20.54万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$20.40万 | 清仓 |