Wolff Financial Management LLC
KALAMAZOO MI · SEC CIK 0001767940
$5.01亿2026Q2 申报市值
106持仓数
72.3%前十大占比 · 第一大 10.0%
3 / 1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
VGSH 加仓+$204.24万
VCSH 加仓+$170.22万
VCRB 加仓+$164.61万
VOT 加仓+$73.76万
SDY 加仓+$51.07万
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$142.73万
SNDK 减仓-$102.32万
VB 减仓-$58.93万
CAT 减仓-$54.10万
LLY 减仓-$50.98万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $5,001.52万 | 9.97% | 701,967 | -20,032 | -2.8% | -$142.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,856.49万 | 9.68% | 563,790 | 5,466 | 1.0% | $47.08万 | 加仓 |
| DGRO | ISHARES TR | $4,277.39万 | 8.53% | 564,374 | -2,257 | -0.4% | -$17.11万 | 减仓 |
| SDY | SPDR SERIES TRUST | $4,007.50万 | 7.99% | 263,340 | 3,356 | 1.3% | $51.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,680.86万 | 7.34% | 121,432 | -1,944 | -1.6% | -$58.93万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,520.35万 | 7.02% | 222,765 | -1,335 | -0.6% | -$21.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,332.05万 | 6.64% | 421,619 | 21,539 | 5.4% | $170.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,986.49万 | 5.96% | 513,142 | 35,092 | 7.3% | $204.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,958.08万 | 5.90% | 367,145 | 1,217 | 0.3% | $9.81万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,631.16万 | 3.25% | 211,201 | 21,314 | 11.2% | $164.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,332.13万 | 2.66% | 43,491 | 2,408 | 5.9% | $73.76万 | 加仓 |
| LLY | ELI LILLY & CO | $932.20万 | 1.86% | 7,772 | -425 | -5.2% | -$50.98万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $671.58万 | 1.34% | 18,364 | -928 | -4.8% | -$33.94万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $666.02万 | 1.33% | 128,626 | 1,856 | 1.5% | $9.61万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $646.07万 | 1.29% | 101,185 | -801 | -0.8% | -$5.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $520.47万 | 1.04% | 43,547 | -2,117 | -4.6% | -$25.30万 | 减仓 |
| AAPL | APPLE INC | $504.79万 | 1.01% | 17,445 | -127 | -0.7% | -$3.67万 | 减仓 |
| CAT | CATERPILLAR INC | $472.82万 | 0.94% | 4,440 | -508 | -10.3% | -$54.10万 | 减仓 |
| HDV | ISHARES TR | $436.83万 | 0.87% | 159,370 | 530 | 0.3% | $1.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $376.78万 | 0.75% | 15,506 | -916 | -5.6% | -$22.26万 | 减仓 |
| SYK | STRYKER CORPORATION | $306.09万 | 0.61% | 9,722 | 450 | 4.9% | $14.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $290.65万 | 0.58% | 7,792 | 1,299 | 20.0% | $48.45万 | 加仓 |
| MZTI | MARZETTI COMPANY | $279.38万 | 0.56% | 24,473 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $230.17万 | 0.46% | 3,126 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $182.78万 | 0.36% | 8,387 | 39 | 0.5% | $8,499 | 加仓 |
| VOE | VANGUARD INDEX FDS | $175.48万 | 0.35% | 8,880 | -248 | -2.7% | -$4.90万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $169.84万 | 0.34% | 2,659 | -570 | -17.7% | -$36.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.33万 | 0.33% | 3,304 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $165.00万 | 0.33% | 7,317 | 25 | 0.3% | $5,637 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.83万 | 0.33% | 6,966 | 3 | 0.0% | $710 | 加仓 |
| EFA | ISHARES TR | $159.22万 | 0.32% | 15,327 | 47 | 0.3% | $4,882 | 加仓 |
| PG | PROCTER & GAMBLE CO | $148.78万 | 0.30% | 10,146 | 4 | 0.0% | $587 | 加仓 |
| QCOM | QUALCOMM INC | $144.34万 | 0.29% | 7,811 | -1,396 | -15.2% | -$25.80万 | 减仓 |
| SNDK | SANDISK CORP | $142.11万 | 0.28% | 625 | -450 | -41.9% | -$102.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $142.07万 | 0.28% | 1,965 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $139.89万 | 0.28% | 10,886 | -199 | -1.8% | -$2.56万 | 减仓 |
| DVY | ISHARES TR | $138.90万 | 0.28% | 8,887 | 7 | 0.1% | $1,094 | 加仓 |
| MCD | MCDONALDS CORP | $133.83万 | 0.27% | 4,951 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $130.99万 | 0.26% | 7,903 | 4 | 0.1% | $663 | 加仓 |
| CSCO | CISCO SYS INC | $125.76万 | 0.25% | 10,707 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $109.81万 | 0.22% | 5,004 | 4 | 0.1% | $878 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $108.68万 | 0.22% | 7,944 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $105.08万 | 0.21% | 43,639 | 116 | 0.3% | $2,793 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $105.04万 | 0.21% | 3,209 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.65万 | 0.21% | 3,050 | -76 | -2.4% | -$2.61万 | 减仓 |
| MO | ALTRIA GROUP INC | $103.13万 | 0.21% | 14,334 | 2 | 0.0% | $144 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $101.90万 | 0.20% | 20,147 | 97 | 0.5% | $4,906 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $99.70万 | 0.20% | 35,993 | 216 | 0.6% | $5,983 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.24万 | 0.20% | 23,440 | 8 | 0.0% | $339 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $95.50万 | 0.19% | 5,156 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $95.06万 | 0.19% | 4,155 | 2 | 0.0% | $458 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $94.36万 | 0.19% | 7,771 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $94.25万 | 0.19% | 2,637 | 1 | 0.0% | $357 | 加仓 |
| RTX | RTX CORPORATION | $93.68万 | 0.19% | 4,937 | -53 | -1.1% | -$1.01万 | 减仓 |
| KO | COCA COLA CO | $89.88万 | 0.18% | 11,059 | 4 | 0.0% | $325 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $88.53万 | 0.18% | 11,820 | 47 | 0.4% | $3,520 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $84.23万 | 0.17% | 7,815 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $81.83万 | 0.16% | 4,523 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $81.47万 | 0.16% | 7,579 | 8 | 0.1% | $860 | 加仓 |
| USB | US BANCORP | $80.88万 | 0.16% | 13,390 | 5 | 0.0% | $302 | 加仓 |
| PEP | PEPSICO INC | $80.35万 | 0.16% | 5,934 | 2 | 0.0% | $271 | 加仓 |
| META | META PLATFORMS INC | $80.03万 | 0.16% | 1,421 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $78.54万 | 0.16% | 2,132 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.81万 | 0.15% | 975 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $72.29万 | 0.14% | 5,178 | 200 | 4.0% | $2.79万 | 加仓 |
| TFC | TRUIST FINL CORP | $62.57万 | 0.12% | 12,560 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $60.88万 | 0.12% | 4,810 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $59.09万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.91万 | 0.12% | 10,050 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $54.99万 | 0.11% | 6,270 | -289 | -4.4% | -$2.53万 | 减仓 |
| SLQD | ISHARES TR | $52.98万 | 0.11% | 10,519 | -600 | -5.4% | -$3.02万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $52.55万 | 0.10% | 4,787 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.41万 | 0.10% | 2,199 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $50.13万 | 0.10% | 984 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $45.44万 | 0.09% | 3,652 | -34 | -0.9% | -$4,231 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $43.84万 | 0.09% | 5,678 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $42.34万 | 0.08% | 1,144 | 10 | 0.9% | $3,701 | 加仓 |
| AMGN | AMGEN INC | $42.08万 | 0.08% | 1,162 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $40.34万 | 0.08% | 1,068 | 2 | 0.2% | $755 | 加仓 |
| GILD | GILEAD SCIENCES INC | $39.92万 | 0.08% | 3,160 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.59万 | 0.08% | 808 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.94万 | 0.07% | 1,454 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $36.80万 | 0.07% | 7,362 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $35.55万 | 0.07% | 3,725 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $35.05万 | 0.07% | 2,994 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.11万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $33.87万 | 0.07% | 2,313 | -765 | -24.9% | -$11.20万 | 减仓 |
| TTE | TOTALENERGIES SE | $32.85万 | 0.07% | 4,224 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $31.02万 | 0.06% | 1,550 | -123 | -7.4% | -$2.46万 | 减仓 |
| PSX | PHILLIPS 66 | $30.68万 | 0.06% | 1,815 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $30.59万 | 0.06% | 6,071 | 29 | 0.5% | $1,461 | 加仓 |
| IQLT | ISHARES TR | $29.85万 | 0.06% | 6,024 | -112 | -1.8% | -$5,550 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.35万 | 0.05% | 8,083 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $27.32万 | 0.05% | 4,859 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $26.66万 | 0.05% | 335 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.88万 | 0.05% | 1,013 | 1,013 | — | $25.88万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.86万 | 0.05% | 7,034 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.37万 | 0.05% | 902 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.35万 | 0.05% | 13,258 | 20 | 0.2% | $382 | 加仓 |
| WMT | WALMART INC | $24.95万 | 0.05% | 2,203 | 3 | 0.1% | $340 | 加仓 |