HEMMING& WEALTH MANAGEMENT, INC.
TRAVERSE CITY MI · SEC CIK 0001782624
$1.43亿2026Q1 申报市值
15持仓数
98.6%前十大占比 · 第一大 19.0%
1 / 1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
IVW 加仓+$486.46万
IYW 加仓+$466.36万
DYNF 加仓+$405.69万
IVV 加仓+$296.56万
WMT 新建仓+$21.66万
2026Q1 卖出最多 按季末市值估算
IVE 减仓-$685.35万
IJR 减仓-$329.26万
BIDD 清仓-$319.24万
JQUA 减仓-$170.37万
EFV 减仓-$24.58万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BIDD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -110,769 | -100.0% | -$319.24万 | 清仓 |
| WMT | WALMART INC | $21.66万 | 0.15% | 1,739 | 1,739 | — | $21.66万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.47万 | 0.21% | 306 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $36.88万 | 0.26% | 1,453 | -300 | -17.1% | -$7.61万 | 减仓 |
| GOOGL | ALPHABET INC | $43.71万 | 0.31% | 1,520 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $72.67万 | 0.51% | 2,206 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $78.53万 | 0.55% | 10,255 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $81.41万 | 0.57% | 2,199 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $784.94万 | 5.48% | 63,144 | -26,487 | -29.6% | -$329.26万 | 减仓 |
| IVE | ISHARES TR | $1,119.09万 | 7.81% | 53,000 | -32,458 | -38.0% | -$685.35万 | 减仓 |
| IYW | ISHARES TR | $1,250.83万 | 8.73% | 68,947 | 25,706 | 59.4% | $466.36万 | 加仓 |
| EFV | ISHARES TR | $1,699.35万 | 11.86% | 228,561 | -3,306 | -1.4% | -$24.58万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,749.73万 | 12.22% | 300,744 | 69,730 | 30.2% | $405.69万 | 加仓 |
| IVV | ISHARES TR | $2,075.12万 | 14.49% | 31,768 | 4,540 | 16.7% | $296.56万 | 加仓 |
| IVW | ISHARES TR | $2,562.90万 | 17.89% | 226,585 | 43,008 | 23.4% | $486.46万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,715.47万 | 18.96% | 442,836 | -27,784 | -5.9% | -$170.37万 | 减仓 |