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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,071.97万 | 14.23% | 83,017 | 80,159 | 2,804.7% | $2,966.21万 | 加仓 |
| AGG | ISHARES TR | $1,530.48万 | 7.09% | 154,625 | 8,081 | 5.5% | $79.99万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,281.49万 | 5.94% | 217,275 | 10,028 | 4.8% | $59.15万 | 加仓 |
| GLD | SPDR GOLD TR | $1,043.29万 | 4.83% | 28,321 | 890 | 3.2% | $32.79万 | 加仓 |
| IWM | ISHARES TR | $795.09万 | 3.68% | 26,463 | 23,335 | 746.0% | $701.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $789.51万 | 3.66% | 10,721 | 9,369 | 693.0% | $689.95万 | 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 |
| IEMG | ISHARES INC | $755.63万 | 3.50% | 91,215 | 81,333 | 823.0% | $673.76万 | 加仓 |
| IYZ | ISHARES TR | $724.69万 | 3.36% | 171,282 | 171,282 | — | $724.69万 | 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 |
| IYM | ISHARES TR | $710.01万 | 3.29% | 39,548 | 39,548 | — | $710.01万 | 新建仓 |
| IVW | ISHARES TR | $708.36万 | 3.28% | 51,506 | 49,420 | 2,369.1% | $679.67万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $696.37万 | 3.23% | 22,735 | -89,350 | -79.7% | -$2,736.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $309.09万 | 1.43% | 15,447 | 915 | 6.3% | $18.31万 | 加仓 |
| IAU | ISHARES GOLD TR | $284.45万 | 1.32% | 37,671 | 2,481 | 7.1% | $18.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $268.29万 | 1.24% | 37,655 | -149 | -0.4% | -$1.06万 | 减仓 |
| GOOGL | ALPHABET INC | $253.72万 | 1.18% | 7,100 | 857 | 13.7% | $30.62万 | 加仓 |
| AAPL | APPLE INC | $244.73万 | 1.13% | 8,457 | 193 | 2.3% | $5.58万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $229.18万 | 1.06% | 38,394 | 4,470 | 13.2% | $26.68万 | 加仓 |
| AVGO | BROADCOM INC | $226.44万 | 1.05% | 5,994 | 124 | 2.1% | $4.68万 | 加仓 |
| META | META PLATFORMS INC | $212.02万 | 0.98% | 3,764 | -457 | -10.8% | -$25.74万 | 减仓 |
| — | EXXON MOBIL CORP | $195.22万 | 0.90% | 14,279 | 1,949 | 15.8% | $26.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $194.68万 | 0.90% | 2,835 | 665 | 30.6% | $45.67万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $183.12万 | 0.85% | 8,607 | 1,430 | 19.9% | $30.43万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $160.63万 | 0.74% | 61,925 | 8,525 | 16.0% | $22.11万 | 加仓 |
| IWF | ISHARES TR | $155.65万 | 0.72% | 12,535 | -225 | -1.8% | -$2.79万 | 减仓 |
| IVV | ISHARES TR | $139.07万 | 0.64% | 1,857 | 698 | 60.2% | $52.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $131.04万 | 0.61% | 3,513 | 366 | 11.6% | $13.65万 | 加仓 |
| IEFA | ISHARES TR | $120.19万 | 0.56% | 12,444 | 1,071 | 9.4% | $10.34万 | 加仓 |
| AMZN | AMAZON COM INC | $111.69万 | 0.52% | 4,686 | 102 | 2.2% | $2.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $103.96万 | 0.48% | 3,105 | 150 | 5.1% | $5.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.23万 | 0.46% | 10,938 | 900 | 9.0% | $8.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $98.50万 | 0.46% | 13,418 | 1,534 | 12.9% | $11.26万 | 加仓 |
| V | VISA INC | $97.87万 | 0.45% | 2,853 | -152 | -5.1% | -$5.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.37万 | 0.43% | 1,846 | -613 | -24.9% | -$30.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $90.28万 | 0.42% | 5,446 | 1,680 | 44.6% | $27.85万 | 加仓 |
| ETN | EATON CORP PLC | $84.50万 | 0.39% | 1,983 | 51 | 2.6% | $2.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.94万 | 0.39% | 3,305 | 361 | 12.3% | $9.17万 | 加仓 |
| ITOT | ISHARES TR | $82.55万 | 0.38% | 5,025 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $80.58万 | 0.37% | 4,247 | 575 | 15.7% | $10.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.50万 | 0.37% | 1,078 | 149 | 16.0% | $11.13万 | 加仓 |
| WMT | WALMART INC | $77.40万 | 0.36% | 6,834 | 1,236 | 22.1% | $14.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.30万 | 0.36% | 2,362 | -98 | -4.0% | -$3.21万 | 减仓 |
| LLY | ELI LILLY & CO | $76.52万 | 0.35% | 638 | 159 | 33.2% | $19.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $74.25万 | 0.34% | 1,132 | 6 | 0.5% | $3,935 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.37万 | 0.33% | 6,117 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $70.98万 | 0.33% | 14,465 | 5,475 | 60.9% | $26.87万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $69.97万 | 0.32% | 6,508 | 252 | 4.0% | $2.71万 | 加仓 |
| PSX | PHILLIPS 66 | $67.04万 | 0.31% | 3,966 | 843 | 27.0% | $14.25万 | 加仓 |
| ABBV | ABBVIE INC | $65.97万 | 0.31% | 2,622 | -99 | -3.6% | -$2.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $65.58万 | 0.30% | 907 | -60 | -6.2% | -$4.34万 | 减仓 |
| D | DOMINION ENERGY INC | $64.99万 | 0.30% | 9,516 | -1,000 | -9.5% | -$6.83万 | 减仓 |
| PFE | PFIZER INC | $64.74万 | 0.30% | 26,883 | 4,550 | 20.4% | $10.96万 | 加仓 |
| STIP | ISHARES TR | $64.57万 | 0.30% | 6,321 | 1,302 | 25.9% | $13.30万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $63.93万 | 0.30% | 3,451 | 221 | 6.8% | $4.09万 | 加仓 |
| SLV | ISHARES SILVER TR | $63.09万 | 0.29% | 11,800 | -200 | -1.7% | -$1.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $60.73万 | 0.28% | 3,357 | -1,049 | -23.8% | -$18.98万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.42万 | 0.28% | 1,166 | 680 | 139.9% | $34.65万 | 加仓 |
| EWJ | ISHARES INC | $58.81万 | 0.27% | 6,305 | -212 | -3.3% | -$1.98万 | 减仓 |
| IWN | ISHARES TR | $55.64万 | 0.26% | 2,515 | -41 | -1.6% | -$9,070 | 减仓 |
| TGT | TARGET CORP | $55.51万 | 0.26% | 4,250 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.43万 | 0.25% | 13,527 | 1,011 | 8.1% | $3.99万 | 加仓 |
| CSCO | CISCO SYS INC | $50.69万 | 0.23% | 4,315 | -1,258 | -22.6% | -$14.78万 | 减仓 |
| — | KRANESHARES TRUST | $50.13万 | 0.23% | 29,479 | 11,164 | 61.0% | $18.98万 | 加仓 |
| CAT | CATERPILLAR INC | $49.36万 | 0.23% | 464 | -6 | -1.3% | -$6,383 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.88万 | 0.22% | 1,204 | 67 | 5.9% | $2.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.76万 | 0.22% | 1,000 | 86 | 9.4% | $4.11万 | 加仓 |
| VPU | VANGUARD WORLD FD | $46.49万 | 0.22% | 2,375 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $45.04万 | 0.21% | 1,486 | -112,478 | -98.7% | -$3,409.43万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $44.46万 | 0.21% | 8,747 | 3,184 | 57.2% | $16.18万 | 加仓 |
| MO | ALTRIA GROUP INC | $42.94万 | 0.20% | 5,968 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $42.82万 | 0.20% | 5,553 | 2,553 | 85.1% | $19.69万 | 加仓 |
| IGV | ISHARES TR | $42.49万 | 0.20% | 4,690 | 1,263 | 36.9% | $11.44万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $42.44万 | 0.20% | 6,579 | 6,579 | — | $42.44万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $42.21万 | 0.20% | 1,248 | 80 | 6.8% | $2.71万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $42.21万 | 0.20% | 3,185 | -750 | -19.1% | -$9.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $41.99万 | 0.19% | 6,677 | 848 | 14.5% | $5.33万 | 加仓 |
| RIO | RIO TINTO PLC | $40.90万 | 0.19% | 4,308 | 1,264 | 41.5% | $12.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $40.42万 | 0.19% | 4,692 | -810 | -14.7% | -$6.98万 | 减仓 |
| CB | CHUBB LIMITED | $40.28万 | 0.19% | 1,182 | 100 | 9.2% | $3.41万 | 加仓 |
| IWD | ISHARES TR | $40.19万 | 0.19% | 1,658 | -23 | -1.4% | -$5,576 | 减仓 |
| MS | MORGAN STANLEY | $39.38万 | 0.18% | 1,884 | 18 | 1.0% | $3,763 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $39.36万 | 0.18% | 11,050 | 11,050 | — | $39.36万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $38.12万 | 0.18% | 4,100 | 4,100 | — | $38.12万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.93万 | 0.18% | 375 | -220 | -37.0% | -$22.25万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.48万 | 0.17% | 6,577 | 66 | 1.0% | $3,761 | 加仓 |
| ABT | ABBOTT LABORATORIES | $37.03万 | 0.17% | 4,081 | 1,672 | 69.4% | $15.17万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $36.74万 | 0.17% | 4,809 | 1,800 | 59.8% | $13.75万 | 加仓 |
| MRK | MERCK & CO INC | $35.60万 | 0.16% | 2,771 | 253 | 10.0% | $3.25万 | 加仓 |
| SDCI | USCF ETF TR | $35.03万 | 0.16% | 13,250 | 1,000 | 8.2% | $2.64万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.54万 | 0.16% | 12,950 | -1,500 | -10.4% | -$4.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $32.58万 | 0.15% | 1,093 | 1,093 | — | $32.58万 | 新建仓 |
| PEP | PEPSICO INC | $32.29万 | 0.15% | 2,385 | -725 | -23.3% | -$9.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.04万 | 0.15% | 2,185 | -282 | -11.4% | -$4.14万 | 减仓 |
| GE | GE AEROSPACE | $31.77万 | 0.15% | 850 | -525 | -38.2% | -$19.62万 | 减仓 |
| NFLX | NETFLIX INC. | $31.53万 | 0.15% | 4,416 | 71 | 1.6% | $5,069 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.87万 | 0.14% | 6,844 | -1,985 | -22.5% | -$8.95万 | 减仓 |
| KHC | KRAFT HEINZ CO | $30.87万 | 0.14% | 13,068 | -2,157 | -14.2% | -$5.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.01万 | 0.14% | 1,219 | -400 | -24.7% | -$9.85万 | 减仓 |
| HD | HOME DEPOT INC | $30.01万 | 0.14% | 851 | -265 | -23.7% | -$9.35万 | 减仓 |