Hurlow Wealth Management Group, Inc.
BLOOMINGTON IN · SEC CIK 0001747749
$4.20亿2026Q1 申报市值
120持仓数
62.5%前十大占比 · 第一大 13.5%
4 / 3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
VV 加仓+$312.12万
DFUS 加仓+$274.66万
DFIC 加仓+$235.95万
DIMENSIONAL U.S. 加仓+$223.54万
BIV 加仓+$138.18万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$57.96万
VUG 减仓-$31.71万
VEU 清仓-$28.14万
VIG 减仓-$26.09万
FDS 清仓-$24.00万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC COM | $27.68万 | 0.07% | 3,568 | 17 | 0.5% | $1,319 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $27.36万 | 0.07% | 2,477 | 31 | 1.3% | $3,425 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $26.71万 | 0.06% | 5,777 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $26.68万 | 0.06% | 2,201 | 23 | 1.1% | $2,788 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $26.57万 | 0.06% | 924 | -106 | -10.3% | -$3.05万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $26.50万 | 0.06% | 1,735 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $26.33万 | 0.06% | 2,416 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $26.22万 | 0.06% | 566 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $26.18万 | 0.06% | 1,240 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $25.32万 | 0.06% | 3,488 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $25.06万 | 0.06% | 2,940 | 12 | 0.4% | $1,023 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $24.71万 | 0.06% | 606 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $22.46万 | 0.05% | 1,104 | 4 | 0.4% | $814 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $22.39万 | 0.05% | 2,181 | 7 | 0.3% | $719 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $22.09万 | 0.05% | 911 | 5 | 0.6% | $1,212 | 加仓 |
| PSX | PHILLIPS 66 COM | $21.99万 | 0.05% | 1,207 | 1,207 | — | $21.99万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $21.64万 | 0.05% | 675 | 2 | 0.3% | $641 | 加仓 |
| GLD | SPDR GOLD SHARES | $21.51万 | 0.05% | 500 | 500 | — | $21.51万 | 新建仓 |
| T | AT&T INC COM | $20.26万 | 0.05% | 6,987 | 6,987 | — | $20.26万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $20.11万 | 0.05% | 1,216 | 1,216 | — | $20.11万 | 新建仓 |
| VEU | RELIANCE INC COM | $0 | 0.00% | 0 | -3,826 | -100.0% | -$28.14万 | 清仓 |
| FDS | CLOROX CO DEL COM | $0 | 0.00% | 0 | -827 | -100.0% | -$24.00万 | 清仓 |
| MDT | HERC HLDGS INC COM | $0 | 0.00% | 0 | -2,186 | -100.0% | -$21.00万 | 清仓 |
| — | ISHARES ESG AWARE USD CORPORATE BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |