Wolff Financial Management LLC
KALAMAZOO MI · SEC CIK 0001767940
$4.53亿2026Q1 申报市值
103持仓数
73.1%前十大占比 · 第一大 10.2%
3 / 0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
VCRB 加仓+$125.53万
DGRO 加仓+$117.82万
VCSH 加仓+$116.19万
VGSH 加仓+$114.83万
SDY 加仓+$84.78万
2026Q1 卖出最多 按季末市值估算
VBK 减仓-$16.32万
IQLT 减仓-$14.58万
RPG 减仓-$11.98万
VBR 减仓-$4.35万
HDV 减仓-$4.21万
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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESLT | ELBIT SYS LTD | $20.21万 | 0.04% | 238 | 238 | — | $20.21万 | 新建仓 |
| IVV | ISHARES TR | $20.36万 | 0.04% | 312 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $20.41万 | 0.05% | 1,775 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.86万 | 0.05% | 902 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.97万 | 0.05% | 4,978 | 4,978 | — | $21.97万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $22.84万 | 0.05% | 2,913 | 12 | 0.4% | $941 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.55万 | 0.05% | 8,083 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $24.41万 | 0.05% | 335 | 335 | — | $24.41万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $25.55万 | 0.06% | 13,238 | 22 | 0.2% | $425 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.62万 | 0.06% | 7,034 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $27.23万 | 0.06% | 2,994 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.31万 | 0.06% | 808 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.34万 | 0.06% | 2,200 | 2 | 0.1% | $249 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $27.58万 | 0.06% | 6,042 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $28.37万 | 0.06% | 6,136 | -3,153 | -33.9% | -$14.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.18万 | 0.06% | 1,673 | 400 | 31.4% | $6.98万 | 加仓 |
| AVGO | BROADCOM INC | $32.99万 | 0.07% | 1,066 | 2 | 0.2% | $619 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.05万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.07万 | 0.07% | 1,815 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $33.50万 | 0.07% | 7,362 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $34.80万 | 0.08% | 4,859 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $35.55万 | 0.08% | 1,454 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $36.39万 | 0.08% | 1,134 | -58 | -4.9% | -$1.86万 | 减仓 |
| TTE | TOTALENERGIES SE | $38.43万 | 0.08% | 4,224 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $38.60万 | 0.09% | 3,725 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $39.43万 | 0.09% | 3,078 | 9 | 0.3% | $1,153 | 加仓 |
| AMGN | AMGEN INC | $40.88万 | 0.09% | 1,162 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $41.05万 | 0.09% | 3,686 | -63 | -1.7% | -$7,017 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.04万 | 0.10% | 3,160 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $45.80万 | 0.10% | 2,199 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $46.18万 | 0.10% | 4,787 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $53.00万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $53.35万 | 0.12% | 5,678 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $56.14万 | 0.12% | 11,119 | -139 | -1.2% | -$7,018 | 减仓 |
| TFC | TRUIST FINL CORP | $57.74万 | 0.13% | 12,560 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $59.45万 | 0.13% | 984 | 1 | 0.1% | $604 | 加仓 |
| EFAV | ISHARES TR | $59.93万 | 0.13% | 6,559 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $60.95万 | 0.13% | 10,050 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $62.98万 | 0.14% | 4,810 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.41万 | 0.14% | 975 | -25 | -2.5% | -$1.63万 | 减仓 |
| AMAT | APPLIED MATLS INC | $67.16万 | 0.15% | 1,965 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $68.30万 | 0.15% | 1,075 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $69.62万 | 0.15% | 13,385 | 5 | 0.0% | $260 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $70.42万 | 0.16% | 7,815 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $72.51万 | 0.16% | 7,771 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $74.49万 | 0.16% | 7,571 | 7 | 0.1% | $689 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $74.78万 | 0.17% | 4,523 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $75.81万 | 0.17% | 2,636 | 1 | 0.0% | $288 | 加仓 |
| META | META PLATFORMS INC | $81.28万 | 0.18% | 1,421 | -25 | -1.7% | -$1.43万 | 减仓 |
| CSCO | CISCO SYS INC | $83.08万 | 0.18% | 10,707 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $83.39万 | 0.18% | 5,156 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $84.07万 | 0.19% | 11,055 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $86.11万 | 0.19% | 11,773 | 49 | 0.4% | $3,584 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $87.34万 | 0.19% | 3,229 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $88.55万 | 0.20% | 35,777 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $91.74万 | 0.20% | 2,132 | -1 | -0.0% | -$430 | 减仓 |
| PEP | PEPSICO INC | $92.12万 | 0.20% | 5,932 | 4 | 0.1% | $621 | 加仓 |
| VAW | VANGUARD WORLD FD | $93.58万 | 0.21% | 4,153 | 2 | 0.0% | $451 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.40万 | 0.21% | 3,209 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $94.48万 | 0.21% | 3,126 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $94.58万 | 0.21% | 14,332 | 3 | 0.0% | $198 | 加仓 |
| QUAL | ISHARES TR | $95.91万 | 0.21% | 5,000 | -148 | -2.9% | -$2.84万 | 减仓 |
| RTX | RTX CORPORATION | $96.27万 | 0.21% | 4,990 | 1 | 0.0% | $193 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $100.03万 | 0.22% | 20,050 | 66 | 0.3% | $3,293 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $104.13万 | 0.23% | 7,944 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $117.63万 | 0.26% | 23,432 | 9 | 0.0% | $452 | 加仓 |
| QCOM | QUALCOMM INC | $118.57万 | 0.26% | 9,207 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $122.21万 | 0.27% | 43,523 | 113 | 0.3% | $3,173 | 加仓 |
| MRK | MERCK & CO INC | $133.34万 | 0.29% | 11,085 | 1 | 0.0% | $120 | 加仓 |
| DVY | ISHARES TR | $134.44万 | 0.30% | 8,880 | -16 | -0.2% | -$2,422 | 减仓 |
| PG | PROCTER & GAMBLE CO | $146.49万 | 0.32% | 10,142 | 4 | 0.0% | $578 | 加仓 |
| EFA | ISHARES TR | $148.41万 | 0.33% | 15,280 | -229 | -1.5% | -$2.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $149.75万 | 0.33% | 6,963 | -57 | -0.8% | -$1.23万 | 减仓 |
| MCD | MCDONALDS CORP | $153.87万 | 0.34% | 4,951 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.33万 | 0.35% | 3,304 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $163.44万 | 0.36% | 7,899 | 3 | 0.0% | $621 | 加仓 |
| VDC | VANGUARD WORLD FD | $163.78万 | 0.36% | 7,292 | -57 | -0.8% | -$1.28万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $163.80万 | 0.36% | 8,348 | 59 | 0.7% | $1.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $168.21万 | 0.37% | 9,128 | -19 | -0.2% | -$3,501 | 减仓 |
| QQQ | INVESCO QQQ TR | $180.41万 | 0.40% | 3,126 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $240.37万 | 0.53% | 6,493 | 1 | 0.0% | $370 | 加仓 |
| SYK | STRYKER CORPORATION | $304.67万 | 0.67% | 9,272 | 6 | 0.1% | $1,972 | 加仓 |
| MZTI | MARZETTI COMPANY | $338.54万 | 0.75% | 24,473 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $350.55万 | 0.77% | 4,948 | -20 | -0.4% | -$1.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $356.77万 | 0.79% | 16,422 | -200 | -1.2% | -$4.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $398.26万 | 0.88% | 5,708 | 5 | 0.1% | $3,489 | 加仓 |
| HDV | ISHARES TR | $431.16万 | 0.95% | 31,768 | -310 | -1.0% | -$4.21万 | 减仓 |
| AAPL | APPLE INC | $445.96万 | 0.99% | 17,572 | 1 | 0.0% | $254 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $476.68万 | 1.05% | 101,986 | -2,563 | -2.5% | -$11.98万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $583.10万 | 1.29% | 19,292 | -540 | -2.7% | -$16.32万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $594.68万 | 1.31% | 126,770 | 5,931 | 4.9% | $27.82万 | 加仓 |
| LLY | ELI LILLY & CO | $753.90万 | 1.67% | 8,197 | 1 | 0.0% | $920 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,057.26万 | 2.34% | 41,083 | 422 | 1.0% | $10.86万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,469.35万 | 3.25% | 189,887 | 16,222 | 9.3% | $125.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,627.17万 | 5.81% | 91,482 | 2,542 | 2.9% | $73.00万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,798.50万 | 6.18% | 478,050 | 19,616 | 4.3% | $114.83万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,171.44万 | 7.01% | 400,080 | 14,657 | 3.8% | $116.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,231.45万 | 7.14% | 123,376 | 2,951 | 2.5% | $77.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,318.93万 | 7.33% | 224,100 | 3,835 | 1.7% | $56.80万 | 加仓 |